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
$152B
$11.1 Million 0.17% of portfolio
12,383
Q2 2025 Reduced 0.68%
$102B
$11.2 Million 0.17% of portfolio
122,058
Q2 2025 Reduced 4.09%
$141B
$11.3 Million 0.17% of portfolio
101,816
Q2 2025 Added 0.43%
$9.54B
$11.4 Million 0.17% of portfolio
245,398
Q2 2025 Reduced 36.53%
$59.9B
$11.1 Million 0.17% of portfolio
33,907
Q2 2025 Reduced 2.77%
$106B
$11.3 Million 0.17% of portfolio
22,214
Q2 2025 Added 1.53%
$323B
$10.9 Million 0.17% of portfolio
34,971
Q2 2025 Reduced 6.43%
$98.3B
$11.2 Million 0.17% of portfolio
25,108
Q2 2025 Added 0.84%
$59.3B
$10.8 Million 0.16% of portfolio
49,466
Q2 2025 Added 3.33%
$157B
$10.2 Million 0.16% of portfolio
46,153
Q2 2025 Reduced 1.33%
$14.3B
$10.4 Million 0.16% of portfolio
434,717
Q2 2025 Reduced 24.22%
$129B
$10.8 Million 0.16% of portfolio
51,638
Q2 2025 Reduced 0.01%
$4.08B
$10.6 Million 0.16% of portfolio
296,983
Q2 2025 Reduced 15.58%
$197B
$10.8 Million 0.16% of portfolio
116,070
Q2 2025 Added 0.13%
$156B
$10.5 Million 0.16% of portfolio
35,101
Q2 2025 Added 2.24%
$125B
$10.5 Million 0.16% of portfolio
120,359
Q2 2025 Reduced 0.73%
$145B
$10.1 Million 0.15% of portfolio
44,057
Q2 2025 Reduced 15.13%
$122B
$9.89 Million 0.15% of portfolio
32,081
Q2 2025 Reduced 0.34%
$60.2B
$10 Million 0.15% of portfolio
232,739
Q2 2025 Reduced 1.37%
$85.8B
$9.84 Million 0.15% of portfolio
46,227
Q2 2025 Added 186.22%
$64.5B
$9.66 Million 0.15% of portfolio
222,767
Q2 2025 Added 3.39%
$126B
$10.1 Million 0.15% of portfolio
76,133
Q2 2025 Added 195.7%
$245B
$9.6 Million 0.15% of portfolio
35,193
Q2 2025 Added 3.63%
$2.45B
$9.21 Million 0.14% of portfolio
267,518
Q2 2025 Reduced 28.63%
$181B
$9.55 Million 0.14% of portfolio
23,552
Q2 2025 Reduced 2.92%
$44.3B
$9.29 Million 0.14% of portfolio
810,368
Q2 2025 Reduced 19.46%
$446M
$9.3 Million 0.14% of portfolio
333,277
Q2 2025 Added 1.88%
$56.6B
$8.65 Million 0.13% of portfolio
22,885
Q2 2025 Added 20.77%
$2.63B
$8.51 Million 0.13% of portfolio
271,916
Q2 2025 Added 3.91%
$39.9B
$7.68 Million 0.12% of portfolio
29,763
Q2 2025 Reduced 10.13%
$77.6B
$8.21 Million 0.12% of portfolio
53,385
Q2 2025 Reduced 3.77%
$205B
$7.91 Million 0.12% of portfolio
60,104
Q2 2025 Reduced 0.04%
$5.22B
$7.8 Million 0.12% of portfolio
137,993
Q2 2025 Reduced 25.19%
$491M
$7.59 Million 0.12% of portfolio
386,542
Q2 2025 Added 0.29%
$659M
$7.86 Million 0.12% of portfolio
684,853
Q2 2025 Reduced 20.98%
$64.6B
$8.09 Million 0.12% of portfolio
100,555
Q2 2025 Reduced 0.34%
$7.58B
$7.97 Million 0.12% of portfolio
260,807
Q2 2025 Reduced 0.75%
$122B
$8.09 Million 0.12% of portfolio
90,143
Q2 2025 Added 3.58%
$4.81B
$7.2 Million 0.11% of portfolio
1,058,762
Q2 2025 Reduced 27.44%
$258B
$6.95 Million 0.11% of portfolio
98,639
Q2 2025 Reduced 0.04%
$177B
$7.33 Million 0.11% of portfolio
37,670
Q2 2025 Added 2.2%
$267B
$7.03 Million 0.11% of portfolio
58,075
Q2 2025 Reduced 1.07%
$1.75B
$7.04 Million 0.11% of portfolio
257,289
Q2 2025 Reduced 27.56%
$10.3B
$7.45 Million 0.11% of portfolio
241,196
Q2 2025 Reduced 30.24%
$456M
$6.99 Million 0.11% of portfolio
2,205,819
Q2 2025 Reduced 18.13%
$78.5B
$7.46 Million 0.11% of portfolio
55,947
Q2 2025 Reduced 1.0%
$66.2B
$6.88 Million 0.1% of portfolio
75,703
Q2 2025 Reduced 5.5%
$7.85B
$6.63 Million 0.1% of portfolio
38,354
Q2 2025 Added 0.42%
$372M
$6.32 Million 0.1% of portfolio
685,960
Q2 2025 New

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
Track This Portfolio

Track Pinnacle Associates LTD Portfolio

Follow Pinnacle Associates LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Associates LTD, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Associates LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email