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
$4.67B
$6.67 Million 0.1% of portfolio
397,932
Q2 2025 Reduced 19.73%
$260B
$6.27 Million 0.1% of portfolio
44,160
Q2 2025 Reduced 6.12%
$72.1B
$6.6 Million 0.1% of portfolio
24,787
Q2 2025 Reduced 0.43%
$4.48B
$6.89 Million 0.1% of portfolio
208,527
Q2 2025 Reduced 22.89%
$54.4B
$6.88 Million 0.1% of portfolio
27,447
Q2 2025 Reduced 2.6%
$1.57B
$5.89 Million 0.09% of portfolio
1,362,282
Q2 2025 Reduced 21.11%
$85.8B
$6.21 Million 0.09% of portfolio
92,155
Q2 2025 Added 0.03%
$93.4B
$5.89 Million 0.09% of portfolio
35,462
Q2 2025 Reduced 7.54%
$1.17B
$5.71 Million 0.09% of portfolio
252,854
Q2 2025 Reduced 24.37%
$47.7B
$6.26 Million 0.09% of portfolio
163,162
Q2 2025 Reduced 0.72%
$24.7B
$6.09 Million 0.09% of portfolio
44,290
Q2 2025 Reduced 24.5%
$329B
$6.03 Million 0.09% of portfolio
23,410
Q2 2025 Added 0.84%
$3.35B
$5.65 Million 0.09% of portfolio
167,397
Q2 2025 Reduced 29.06%
$2.68B
$5.81 Million 0.09% of portfolio
126,002
Q2 2025 Added 136.95%
$2.94B
$6.05 Million 0.09% of portfolio
162,000
Q2 2025 Reduced 23.82%
$93.9B
$5.44 Million 0.08% of portfolio
117,469
Q2 2025 Reduced 5.48%
$13.3B
$5.38 Million 0.08% of portfolio
19,940
Q2 2025 New
$105B
$4.98 Million 0.08% of portfolio
47,330
Q2 2025 Reduced 14.81%
$81.7M
$5.09 Million 0.08% of portfolio
974,673
Q2 2025 Reduced 2.98%
$88.5B
$5.54 Million 0.08% of portfolio
60,767
Q2 2025 Reduced 4.47%
$135B
$5.26 Million 0.08% of portfolio
26,616
Q2 2025 Added 0.6%
$812M
$5.1 Million 0.08% of portfolio
399,171
Q2 2025 Added 42.7%
$140B
$5.29 Million 0.08% of portfolio
13,379
Q2 2025 Reduced 4.17%
$1.24B
$5.04 Million 0.08% of portfolio
126,211
Q2 2025 Added 88.53%
$94.5B
$5.23 Million 0.08% of portfolio
11,950
Q2 2025 Added 1.1%
$64.7B
$5.6 Million 0.08% of portfolio
20,923
Q2 2025 Added 0.96%
$7.86B
$5.07 Million 0.08% of portfolio
321,428
Q2 2025 Reduced 2.23%
$3.82B
$5.05 Million 0.08% of portfolio
123,066
Q2 2025 Reduced 25.4%
$352B
$5.57 Million 0.08% of portfolio
40,830
Q2 2025 Added 5.13%
$4.07B
$5 Million 0.08% of portfolio
72,802
Q2 2025 Reduced 25.9%
$48.1B
$4.61 Million 0.07% of portfolio
136,482
Q2 2025 Reduced 18.94%
$15.2B
$4.66 Million 0.07% of portfolio
64,718
Q2 2025 Reduced 0.13%
$17.1B
$4.78 Million 0.07% of portfolio
51,978
Q2 2025 Reduced 0.32%
$442M
$4.88 Million 0.07% of portfolio
363,610
Q2 2025 Added 1.66%
$99.2B
$4.32 Million 0.07% of portfolio
62,630
Q2 2025 Reduced 2.59%
$296B
$4.3 Million 0.07% of portfolio
18,049
Q2 2025 Reduced 13.73%
$162B
$4.88 Million 0.07% of portfolio
39,480
Q2 2025 Reduced 1.78%
$1.98B
$4.59 Million 0.07% of portfolio
289,171
Q2 2025 Reduced 19.16%
$4.34B
$4.52 Million 0.07% of portfolio
92,508
Q2 2025 Reduced 25.66%
$18.8B
$4.5 Million 0.07% of portfolio
66,149
Q2 2025 Added 0.03%
$96.8B
$4.47 Million 0.07% of portfolio
48,750
Q2 2025 Reduced 16.94%
$36.1B
$4.35 Million 0.07% of portfolio
61,860
Q2 2025 Added 1.32%
$46.2B
$4.43 Million 0.07% of portfolio
61,697
Q2 2025 Reduced 0.17%
$1.54B
$4.63 Million 0.07% of portfolio
67,665
Q2 2025 Reduced 26.0%
$1.42T
$3.74 Million 0.06% of portfolio
16,527
Q2 2025 Added 25.88%
$91.4B
$4.06 Million 0.06% of portfolio
8,120
Q2 2025 Added 0.32%
$10.3B
$3.94 Million 0.06% of portfolio
53,361
Q2 2025 Reduced 0.57%
$3.96B
$3.67 Million 0.06% of portfolio
152,700
Q2 2025 Reduced 3.15%
$87.4B
$3.72 Million 0.06% of portfolio
33,600
Q2 2025 Reduced 0.08%

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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