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
$3.66B
$10.9 Million 0.17% of portfolio
270,435
Q1 2025 Reduced 5.29%
$58.7B
$11.4 Million 0.17% of portfolio
66,867
Q1 2025 Reduced 2.5%
$822M
$11.3 Million 0.17% of portfolio
415,709
Q1 2025 Reduced 4.07%
$278B
$10.8 Million 0.17% of portfolio
68,214
Q1 2025 Added 7.16%
$136B
$11.4 Million 0.17% of portfolio
101,382
Q1 2025 Reduced 1.14%
$119B
$10.9 Million 0.17% of portfolio
121,244
Q1 2025 Added 0.68%
$4.36B
$11.3 Million 0.17% of portfolio
573,639
Q1 2025 Reduced 4.46%
$136B
$10.9 Million 0.17% of portfolio
46,774
Q1 2025 Added 0.29%
$178B
$10.7 Million 0.16% of portfolio
34,332
Q1 2025 Added 2.3%
$27.2B
$10.8 Million 0.16% of portfolio
1,006,183
Q1 2025 Reduced 3.32%
$2.77B
$10.6 Million 0.16% of portfolio
374,818
Q1 2025 Reduced 3.82%
$1.79B
$10.4 Million 0.16% of portfolio
355,199
Q1 2025 Reduced 6.57%
$9.15B
$10.8 Million 0.16% of portfolio
345,727
Q1 2025 Reduced 4.59%
$5.11B
$10.1 Million 0.15% of portfolio
184,454
Q1 2025 Reduced 23.34%
$59.7B
$9.71 Million 0.15% of portfolio
235,964
Q1 2025 Added 0.02%
$3.42B
$9.77 Million 0.15% of portfolio
212,664
Q1 2025 Reduced 8.74%
$13B
$9.55 Million 0.15% of portfolio
96,796
Q1 2025 Reduced 1.37%
$61.4B
$9.69 Million 0.15% of portfolio
157,432
Q1 2025 Reduced 1.26%
$25.1B
$9.38 Million 0.14% of portfolio
58,663
Q1 2025 Reduced 5.32%
$4.62B
$9 Million 0.14% of portfolio
164,970
Q1 2025 Added 1.75%
$67.7B
$9.19 Million 0.14% of portfolio
62,879
Q4 2024 Added 0.24%
$7.55B
$8.93 Million 0.14% of portfolio
58,648
Q1 2025 Reduced 2.64%
$2.61B
$8.96 Million 0.14% of portfolio
386,570
Q1 2025 Added 33.09%
$59B
$9.1 Million 0.14% of portfolio
47,870
Q1 2025 Reduced 1.02%
$3.8B
$9.03 Million 0.14% of portfolio
495,756
Q1 2025 Reduced 2.46%
$118B
$9.14 Million 0.14% of portfolio
87,031
Q1 2025 Added 0.47%
$446M
$9.12 Million 0.14% of portfolio
327,132
Q1 2025 Added 37.64%
$260B
$9.11 Million 0.14% of portfolio
33,960
Q1 2025 Added 2.38%
$669M
$8.71 Million 0.13% of portfolio
385,443
Q1 2025 Reduced 7.41%
$3.74B
$8.25 Million 0.13% of portfolio
235,977
Q1 2025 Reduced 4.42%
$133B
$8.48 Million 0.13% of portfolio
12,468
Q1 2025 Reduced 0.68%
$736M
$8.48 Million 0.13% of portfolio
866,696
Q1 2025 Reduced 2.81%
$664M
$8.84 Million 0.13% of portfolio
953,528
Q1 2025 Reduced 4.73%
$179B
$8.45 Million 0.13% of portfolio
115,919
Q1 2025 Added 26.53%
$1.16B
$8.7 Million 0.13% of portfolio
1,726,917
Q1 2025 Added 7.34%
$73B
$8.5 Million 0.13% of portfolio
55,477
Q1 2025 Reduced 1.31%
$138B
$8.81 Million 0.13% of portfolio
51,643
Q1 2025 Added 2.15%
$61.7B
$8.1 Million 0.12% of portfolio
100,897
Q1 2025 Reduced 1.01%
$102B
$7.58 Million 0.12% of portfolio
124,286
Q1 2025 Added 3.5%
$63.5B
$8.16 Million 0.12% of portfolio
215,472
Q1 2025 Reduced 2.32%
$567B
$8.06 Million 0.12% of portfolio
8,646
Q1 2025 Added 1.95%
$2.5B
$8.15 Million 0.12% of portfolio
261,675
Q1 2025 Reduced 0.41%
$101B
$7.71 Million 0.12% of portfolio
21,879
Q1 2025 Added 3.64%
$41B
$7.14 Million 0.11% of portfolio
35,994
Q1 2025 Added 7.44%
$37.6B
$7.41 Million 0.11% of portfolio
33,117
Q1 2025 Reduced 6.59%
$256B
$7.23 Million 0.11% of portfolio
98,683
Q1 2025 Reduced 3.41%
$1.18B
$7.16 Million 0.11% of portfolio
334,310
Q1 2025 Reduced 5.48%
$177B
$7.17 Million 0.11% of portfolio
36,859
Q1 2025 Reduced 2.47%
$49.2B
$7.04 Million 0.11% of portfolio
168,369
Q1 2025 Reduced 1.16%

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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