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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.4B
$12.1 Million 0.17% of portfolio
144,664
Q4 2024 Reduced 17.86%
$77.2B
$12.3 Million 0.17% of portfolio
48,688
Q4 2024 Reduced 3.22%
$514M
$11.9 Million 0.17% of portfolio
1,000,892
Q4 2024 Added 66.26%
$176B
$11.7 Million 0.17% of portfolio
76,124
Q4 2024 Added 2.53%
$144B
$11.8 Million 0.17% of portfolio
51,953
Q4 2024 Added 0.41%
$5.82B
$11.4 Million 0.16% of portfolio
162,131
Q4 2024 Reduced 12.38%
$26.1B
$11 Million 0.16% of portfolio
1,040,730
Q4 2024 Reduced 10.32%
$141B
$11.5 Million 0.16% of portfolio
46,639
Q4 2024 Reduced 8.06%
$530M
$11 Million 0.16% of portfolio
433,358
Q4 2024 Reduced 12.23%
$281B
$11.1 Million 0.16% of portfolio
33,172
Q4 2024 Added 4.76%
$72.3B
$11.2 Million 0.16% of portfolio
42,585
Q4 2024 Added 2.32%
$2.02B
$10.3 Million 0.15% of portfolio
1,541,510
Q4 2024 New
$50.7B
$10.5 Million 0.15% of portfolio
85,858
Q4 2024 Added 20.09%
$4.6B
$10.5 Million 0.15% of portfolio
60,236
Q4 2024 Reduced 7.99%
$4.6B
$10.6 Million 0.15% of portfolio
682,319
Q4 2024 Added 112.86%
$9.07B
$10.9 Million 0.15% of portfolio
98,140
Q4 2024 Reduced 17.63%
$3.88B
$10.7 Million 0.15% of portfolio
404,698
Q4 2024 New
$1.36B
$9.76 Million 0.14% of portfolio
96,040
Q4 2024 Reduced 20.45%
$65.6B
$9.97 Million 0.14% of portfolio
98,211
Q4 2024 Reduced 5.01%
$4.04B
$10.1 Million 0.14% of portfolio
233,036
Q4 2024 Added 52.87%
$52.7B
$10.1 Million 0.14% of portfolio
48,363
Q4 2024 Reduced 2.25%
$28.2B
$10.2 Million 0.14% of portfolio
61,959
Q4 2024 Reduced 10.69%
$6.49B
$10.2 Million 0.14% of portfolio
84,045
Q4 2024 Reduced 8.6%
$120B
$9.62 Million 0.14% of portfolio
120,429
Q4 2024 Added 1.3%
$55B
$10.2 Million 0.14% of portfolio
235,910
Q4 2024 Added 7.5%
$97.3B
$10.2 Million 0.14% of portfolio
123,370
Q4 2024 Added 3.18%
$4.07B
$9.72 Million 0.14% of portfolio
246,883
Q4 2024 Reduced 16.05%
$123B
$9.78 Million 0.14% of portfolio
33,393
Q4 2024 Added 9.89%
$2.39B
$9.95 Million 0.14% of portfolio
262,749
Q4 2024 Reduced 9.54%
$50.7B
$9.71 Million 0.14% of portfolio
62,879
Q4 2024 Added 0.24%
$185M
$9.42 Million 0.13% of portfolio
2,755,259
Q4 2024 Added 2.13%
$106B
$8.95 Million 0.13% of portfolio
50,557
Q4 2024 Reduced 18.82%
$84B
$8.95 Million 0.13% of portfolio
70,978
Q4 2024 Reduced 32.23%
$4.14B
$9.3 Million 0.13% of portfolio
508,279
Q4 2024 Reduced 11.83%
$134B
$9.47 Million 0.13% of portfolio
102,549
Q4 2024 Added 71.45%
$143B
$8.61 Million 0.12% of portfolio
20,328
Q4 2024 Added 279.61%
$130B
$8.59 Million 0.12% of portfolio
86,622
Q4 2024 Reduced 7.43%
$65.7B
$8.35 Million 0.12% of portfolio
101,924
Q4 2024 Reduced 0.8%
$57.5B
$8.4 Million 0.12% of portfolio
220,590
Q4 2024 Reduced 0.06%
$1.18B
$8.85 Million 0.12% of portfolio
1,608,822
Q4 2024 Added 7,992.26%
$32.2B
$8.11 Million 0.11% of portfolio
35,453
Q4 2024 New
$100B
$7.91 Million 0.11% of portfolio
12,553
Q4 2024 Added 4.22%
$235B
$7.66 Million 0.11% of portfolio
63,656
Q4 2024 Added 13.7%
$427B
$7.56 Million 0.11% of portfolio
8,481
Q4 2024 Added 7.98%
$75.3B
$7.57 Million 0.11% of portfolio
83,235
Q4 2024 Reduced 3.56%
$680M
$7.93 Million 0.11% of portfolio
891,736
Q4 2024 Reduced 15.12%
$3.22B
$7.63 Million 0.11% of portfolio
104,920
Q4 2024 Added 3,647.14%
$66.9B
$6.92 Million 0.1% of portfolio
55,857
Q4 2024 Reduced 1.76%
$158B
$7.25 Million 0.1% of portfolio
60,162
Q4 2024 Reduced 0.8%

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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