Pinnacle Associates LTD Portfolio Holdings

Pinnacle Associates LTD

  • $6.59 Billion
  • Q2 2025

Pinnacle Associates LTD has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.59 Billion distributed in 850 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $306M, Apple Inc. with a value of $264M, Microsoft Corp with a value of $219M, Nvidia Corp with a value of $154M, and Broadcom Inc. with a value of $131M.

Examining the 13F form we can see an increase of $36.5M in the current position value, from $6.56B to 6.59B.

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

Portfolio value $6.59 Billion
ETFs: $1.56 Billion
Technology: $1.51 Billion
Financial Services: $745 Million
Healthcare: $682 Million
Industrials: $583 Million
Communication Services: $455 Million
Consumer Cyclical: $452 Million
Energy: $233 Million
Other: $376 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$542B
$23 Million 0.35% of portfolio
40,857
Q2 2025 Reduced 1.2%
$1.34B
$22.7 Million 0.34% of portfolio
1,153,546
Q2 2025 Reduced 31.6%
$8.49B
$22 Million 0.33% of portfolio
126,019
Q2 2025 Reduced 23.43%
$4.35B
$20.4 Million 0.31% of portfolio
97,420
Q2 2025 Reduced 16.62%
$37.7B
$20.5 Million 0.31% of portfolio
133,786
Q2 2025 Reduced 25.46%
$8.71B
$19.5 Million 0.3% of portfolio
494,539
Q2 2025 Reduced 18.73%
$193B
$20.1 Million 0.3% of portfolio
152,193
Q2 2025 Added 9.75%
$813M
$18.9 Million 0.29% of portfolio
1,060,735
Q2 2025 Reduced 13.07%
$50.2B
$19.3 Million 0.29% of portfolio
110,842
Q2 2025 Reduced 24.03%
$139B
$18.8 Million 0.29% of portfolio
528,067
Q2 2025 Reduced 1.42%
$176B
$18.3 Million 0.28% of portfolio
99,713
Q2 2025 Added 2.52%
$150B
$18.8 Million 0.28% of portfolio
270,195
Q2 2025 Reduced 1.35%
$61.6B
$18.6 Million 0.28% of portfolio
81,974
Q2 2025 Added 0.18%
$1.4T
$17.7 Million 0.27% of portfolio
55,717
Q2 2025 Added 9.3%
$2.17B
$17.6 Million 0.27% of portfolio
582,863
Q2 2025 Reduced 23.72%
$89.1B
$16.7 Million 0.25% of portfolio
72,914
Q2 2025 Reduced 0.42%
$209B
$16.3 Million 0.25% of portfolio
131,751
Q2 2025 Reduced 5.15%
$13B
$16.2 Million 0.25% of portfolio
485,760
Q2 2025 Reduced 25.71%
$223B
$15.6 Million 0.24% of portfolio
53,485
Q2 2025 Reduced 0.83%
$67B
$16 Million 0.24% of portfolio
303,804
Q2 2025 Reduced 0.3%
$233B
$15.3 Million 0.23% of portfolio
112,177
Q2 2025 Reduced 0.59%
$200B
$15.2 Million 0.23% of portfolio
526,701
Q2 2025 Reduced 2.88%
$4.71B
$14.3 Million 0.22% of portfolio
153,434
Q2 2025 Reduced 3.37%
$321B
$14.7 Million 0.22% of portfolio
183,503
Q2 2025 Reduced 1.83%
$73.5B
$14.1 Million 0.21% of portfolio
62,844
Q2 2025 Reduced 0.06%
$40.4B
$13.5 Million 0.21% of portfolio
310,677
Q2 2025 Reduced 21.84%
$182B
$14.2 Million 0.21% of portfolio
327,222
Q2 2025 Reduced 1.25%
$167B
$13.9 Million 0.21% of portfolio
35,925
Q2 2025 Reduced 7.87%
$8.07B
$13.8 Million 0.21% of portfolio
434,229
Q2 2025 Reduced 24.45%
$7.71B
$14 Million 0.21% of portfolio
57,241
Q2 2025 Reduced 2.4%
$5.89B
$13.2 Million 0.2% of portfolio
99,840
Q2 2025 Reduced 27.05%
$62.3B
$13.4 Million 0.2% of portfolio
65,340
Q2 2025 Reduced 2.28%
$826M
$13.3 Million 0.2% of portfolio
303,175
Q2 2025 Reduced 27.07%
$286B
$13.3 Million 0.2% of portfolio
187,645
Q2 2025 Reduced 2.44%
$63.7B
$13.3 Million 0.2% of portfolio
128,039
Q2 2025 Reduced 3.26%
$129B
$13.3 Million 0.2% of portfolio
28,769
Q2 2025 Reduced 6.91%
$134B
$13.2 Million 0.2% of portfolio
544,066
Q2 2025 Reduced 3.31%
$1.68B
$12.3 Million 0.19% of portfolio
271,404
Q2 2025 Reduced 23.77%
$82.1B
$12.6 Million 0.19% of portfolio
67,847
Q2 2025 Reduced 1.65%
$15.4B
$11.8 Million 0.18% of portfolio
81,723
Q2 2025 Reduced 15.57%
$537B
$12.2 Million 0.18% of portfolio
9,093
Q2 2025 Added 5.17%
$88.6B
$12 Million 0.18% of portfolio
41,270
Q2 2025 Reduced 2.58%
$186B
$11.9 Million 0.18% of portfolio
74,901
Q2 2025 Reduced 2.58%
$3.3B
$11.7 Million 0.18% of portfolio
249,306
Q2 2025 Reduced 35.51%
$253B
$11.9 Million 0.18% of portfolio
65,385
Q2 2025 Reduced 4.15%
$41.7B
$11.9 Million 0.18% of portfolio
38,012
Q2 2025 Added 5.61%
$80.1B
$11.6 Million 0.18% of portfolio
46,819
Q2 2025 Reduced 1.78%
$64.2B
$12 Million 0.18% of portfolio
89,017
Q2 2025 Added 0.76%
$64.4B
$12 Million 0.18% of portfolio
154,519
Q2 2025 Reduced 1.85%

Summary

  • Portfolio
  • No. of Stocks 850
  • Current Value $6.59 Billion
  • Prior Value $6.56 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 43 stocks
  • Additional Purchases 272 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 467 stocks
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