Pinnacle Associates LTD Portfolio Holdings

Pinnacle Associates LTD

  • $6.56 Billion
  • Q1 2025

Pinnacle Associates LTD has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.56 Billion distributed in 828 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $694M, Apple Inc. with a value of $299M, Microsoft Corp with a value of $168M, Spdr S&P 500 ETF Trust with a value of $114M, and Jpmorgan Chase & CO with a value of $109M.

Examining the 13F form we can see an decrease of $523M in the current position value, from $7.08B to 6.56B.

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

Portfolio value $6.56 Billion
ETFs: $1.39 Billion
Technology: $1.32 Billion
Healthcare: $1.13 Billion
Financial Services: $676 Million
Industrials: $546 Million
Consumer Cyclical: $441 Million
Communication Services: $434 Million
Energy: $247 Million
Other: $371 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7B
$21.2 Million 0.32% of portfolio
339,689
Q1 2025 Added 1.98%
$241B
$21.1 Million 0.32% of portfolio
38,611
Q1 2025 Reduced 0.98%
$200B
$20.8 Million 0.32% of portfolio
138,676
Q1 2025 Added 1.83%
$4.03B
$20.9 Million 0.32% of portfolio
764,065
Q1 2025 Reduced 3.92%
$50.8B
$20.9 Million 0.32% of portfolio
145,897
Q1 2025 Reduced 9.39%
$148B
$19.4 Million 0.3% of portfolio
273,896
Q1 2025 Reduced 1.42%
$59.4B
$19.9 Million 0.3% of portfolio
81,826
Q1 2025 Reduced 6.3%
$153B
$19.8 Million 0.3% of portfolio
535,659
Q1 2025 Reduced 2.96%
$269B
$19.6 Million 0.3% of portfolio
37,373
Q1 2025 Added 1.88%
$160B
$18.2 Million 0.28% of portfolio
58,519
Q1 2025 Added 0.08%
$6.96B
$18.6 Million 0.28% of portfolio
155,851
Q1 2025 Added 26.73%
$5.99B
$18.4 Million 0.28% of portfolio
608,517
Q1 2025 Added 11.12%
$12.4B
$17.9 Million 0.27% of portfolio
135,344
Q1 2025 Reduced 6.44%
$33.7B
$17.3 Million 0.26% of portfolio
419,783
Q1 2025 Reduced 10.95%
$92.6B
$17 Million 0.26% of portfolio
73,221
Q1 2025 Added 0.41%
$221B
$16.8 Million 0.26% of portfolio
53,931
Q1 2025 Added 2.3%
$1.56B
$16.7 Million 0.25% of portfolio
356,011
Q1 2025 Added 29.03%
$939M
$16 Million 0.24% of portfolio
1,220,239
Q1 2025 Reduced 2.18%
$10.7B
$16 Million 0.24% of portfolio
653,845
Q1 2025 Reduced 4.17%
$37.4B
$15.4 Million 0.23% of portfolio
397,484
Q1 2025 Reduced 3.56%
$172B
$15 Million 0.23% of portfolio
331,352
Q1 2025 Reduced 1.62%
$170B
$15 Million 0.23% of portfolio
38,995
Q1 2025 Added 0.16%
$211B
$15 Million 0.23% of portfolio
112,848
Q1 2025 Added 7.53%
$192B
$15.3 Million 0.23% of portfolio
542,347
Q1 2025 Reduced 2.72%
$166B
$14.1 Million 0.22% of portfolio
97,258
Q1 2025 Reduced 12.81%
$138B
$14.3 Million 0.22% of portfolio
562,710
Q1 2025 Reduced 2.0%
$45.8B
$13.9 Million 0.21% of portfolio
304,710
Q1 2025 Reduced 1.4%
$123B
$13.8 Million 0.21% of portfolio
30,903
Q1 2025 Added 2.79%
$223B
$13.7 Million 0.21% of portfolio
138,909
Q1 2025 Added 2.12%
$4.01B
$13.6 Million 0.21% of portfolio
351,805
Q1 2025 Reduced 8.85%
$305B
$13.8 Million 0.21% of portfolio
192,345
Q1 2025 Added 1.9%
$311B
$13.2 Million 0.2% of portfolio
100,133
Q1 2025 Added 2,185.1%
$5.33B
$13 Million 0.2% of portfolio
136,860
Q1 2025 Reduced 4.62%
$1.01T
$13.2 Million 0.2% of portfolio
50,978
Q1 2025 Reduced 1.98%
$864M
$13.1 Million 0.2% of portfolio
1,686,432
Q1 2025 Reduced 2.48%
$303B
$13.4 Million 0.2% of portfolio
186,933
Q1 2025 Added 0.13%
$69B
$12.9 Million 0.2% of portfolio
132,354
Q1 2025 Added 34.76%
$140B
$12.3 Million 0.19% of portfolio
51,911
Q1 2025 Reduced 0.08%
$79.2B
$12.1 Million 0.18% of portfolio
68,986
Q1 2025 Reduced 3.24%
$82.4B
$11.5 Million 0.18% of portfolio
42,364
Q1 2025 Reduced 0.52%
$167B
$12.1 Million 0.18% of portfolio
24,261
Q1 2025 Reduced 25.85%
$79.2B
$11.8 Million 0.18% of portfolio
47,666
Q1 2025 Reduced 2.1%
$119B
$12.1 Million 0.18% of portfolio
24,898
Q1 2025 Added 93.07%
$171B
$11.8 Million 0.18% of portfolio
76,888
Q1 2025 Added 1.0%
$7.42B
$11.5 Million 0.18% of portfolio
386,613
Q1 2025 Reduced 4.47%
$4.11B
$12 Million 0.18% of portfolio
158,792
Q1 2025 Reduced 2.5%
$102B
$11.7 Million 0.18% of portfolio
127,260
Q1 2025 Added 3.15%
$55.8B
$11.7 Million 0.18% of portfolio
88,344
Q1 2025 Added 2.9%
$49.1B
$10.9 Million 0.17% of portfolio
34,874
Q1 2025 Added 0.13%

Summary

  • Portfolio
  • No. of Stocks 828
  • Current Value $6.56 Billion
  • Prior Value $7.08 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 38 stocks
  • Additional Purchases 348 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 368 stocks
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