Pinnacle Associates LTD Portfolio Holdings

Pinnacle Associates LTD

  • $7.08 Billion
  • Q4 2024

Pinnacle Associates LTD has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $7.08 Billion distributed in 837 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $869M, Apple Inc. with a value of $339M, Microsoft Corp with a value of $194M, Broadcom Inc. with a value of $125M, and Nvidia Corp with a value of $121M.

Examining the 13F form we can see an increase of $779M in the current position value, from $6.3B to 7.08B.

Below you can find more details about Pinnacle Associates LTD portfolio as well as his latest detailed transactions.

Portfolio value $7.08 Billion
Technology: $1.52 Billion
ETFs: $1.41 Billion
Healthcare: $1.29 Billion
Financial Services: $685 Million
Industrials: $581 Million
Consumer Cyclical: $495 Million
Communication Services: $480 Million
Energy: $255 Million
Other: $365 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$434B
$869 Million 12.28% of portfolio
6,010,881
Q4 2024 Added 359.79%
$3.57T
$339 Million 4.79% of portfolio
1,354,382
Q4 2024 Added 1.22%
$2.8T
$194 Million 2.74% of portfolio
460,111
Q4 2024 Reduced 8.91%
$67.8B
$125 Million 1.76% of portfolio
538,389
Q4 2024 Added 653.72%
$270B
$121 Million 1.7% of portfolio
898,429
Q4 2024 Added 770.04%
$0
$119 Million 1.68% of portfolio
203,396
Q4 2024 Added 1.18%
$1.94T
$116 Million 1.64% of portfolio
530,664
Q4 2024 Added 5.52%
$720B
$107 Million 1.51% of portfolio
446,577
Q4 2024 Reduced 6.65%
$0
$106 Million 1.5% of portfolio
440,947
Q4 2024 Added 14.24%
$1.3T
$96.9 Million 1.37% of portfolio
164,294
Q4 2024 Added 14.36%
$0
$87.6 Million 1.24% of portfolio
171,376
Q4 2024 Added 3.23%
$0
$79.4 Million 1.12% of portfolio
134,822
Q4 2024 Added 9.86%
$951B
$75.4 Million 1.07% of portfolio
396,057
Q4 2024 Reduced 3.13%
$0
$73.5 Million 1.04% of portfolio
412,727
Q4 2024 Added 10.03%
$922B
$71.8 Million 1.01% of portfolio
379,525
Q4 2024 Added 2.2%
$0
$66.2 Million 0.94% of portfolio
519,217
Q4 2024 Added 4.95%
$573B
$64 Million 0.9% of portfolio
202,399
Q4 2024 Reduced 3.98%
$4.08B
$62.5 Million 0.88% of portfolio
1,477,249
Q4 2024 Added 1.95%
$0
$58.4 Million 0.82% of portfolio
2,136,379
Q4 2024 Added 236.35%
$375B
$58.1 Million 0.82% of portfolio
149,333
Q4 2024 Reduced 0.5%
$198B
$57.2 Million 0.81% of portfolio
454,945
Q4 2024 Reduced 3.57%
$52.4B
$57.4 Million 0.81% of portfolio
248,953
Q4 2024 Reduced 29.51%
$0
$50.9 Million 0.72% of portfolio
887,369
Q4 2024 Added 6.32%
$201B
$49.3 Million 0.7% of portfolio
166,073
Q4 2024 Reduced 13.87%
$683B
$49.1 Million 0.69% of portfolio
108,274
Q4 2024 Reduced 2.12%
$21.5B
$46.5 Million 0.66% of portfolio
400,689
Q4 2024 Reduced 20.66%
$227B
$46.6 Million 0.66% of portfolio
468,903
Q4 2024 Reduced 1.09%
$68B
$44.5 Million 0.63% of portfolio
62,463
Q4 2024 Reduced 6.72%
$253B
$43.2 Million 0.61% of portfolio
730,241
Q4 2024 Reduced 8.45%
$335B
$41.8 Million 0.59% of portfolio
950,045
Q4 2024 Reduced 3.52%
$785B
$41.2 Million 0.58% of portfolio
53,328
Q4 2024 Reduced 8.52%
$174B
$40.5 Million 0.57% of portfolio
111,606
Q4 2024 Added 16.25%
$0
$39.5 Million 0.56% of portfolio
63,556
Q4 2024 Reduced 0.04%
$108B
$38.6 Million 0.54% of portfolio
116,172
Q4 2024 Reduced 8.16%
$1.94B
$37.4 Million 0.53% of portfolio
514,838
Q4 2024 Added 37.22%
$404B
$37.6 Million 0.53% of portfolio
224,378
Q4 2024 Reduced 3.86%
$377B
$37.1 Million 0.52% of portfolio
222,508
Q4 2024 Added 0.56%
$0
$36.3 Million 0.51% of portfolio
631,256
Q4 2024 Added 7.55%
$3.55B
$35.1 Million 0.5% of portfolio
667,210
Q4 2024 Reduced 6.45%
$419B
$34.6 Million 0.49% of portfolio
37,783
Q4 2024 Reduced 18.5%
$7.03B
$35 Million 0.49% of portfolio
482,683
Q4 2024 Reduced 28.93%
$0
$34.9 Million 0.49% of portfolio
61,318
Q4 2024 Reduced 5.87%
$25.3B
$34.6 Million 0.49% of portfolio
20,057
Q4 2024 Added 13.6%
$4.69B
$34.5 Million 0.49% of portfolio
318,183
Q4 2024 Reduced 20.13%
$223B
$34 Million 0.48% of portfolio
154,686
Q4 2024 Added 17.99%
$1.3B
$33.9 Million 0.48% of portfolio
1,703,183
Q4 2024 Reduced 28.29%
$238B
$33 Million 0.47% of portfolio
365,499
Q4 2024 Added 184.51%
$99.1B
$32.3 Million 0.46% of portfolio
187,247
Q4 2024 Reduced 2.5%
$7.26B
$30.6 Million 0.43% of portfolio
202,522
Q4 2024 Reduced 16.61%

Summary

  • Portfolio
  • No. of Stocks 837
  • Current Value $7.08 Billion
  • Prior Value $6.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 111 stocks
  • Additional Purchases 295 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 398 stocks
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