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
$29.7B
$3.93 Million 0.06% of portfolio
75,906
Q2 2025 Reduced 1.51%
$6.28B
$3.71 Million 0.06% of portfolio
108,140
Q2 2025 Reduced 3.0%
$116B
$4.17 Million 0.06% of portfolio
14,381
Q2 2025 Reduced 0.74%
$761M
$4.27 Million 0.06% of portfolio
381,644
Q2 2025 Reduced 20.27%
$62.3B
$3.86 Million 0.06% of portfolio
32,356
Q2 2025 Reduced 1.8%
$217B
$3.65 Million 0.06% of portfolio
630
Q2 2025 Reduced 5.26%
$101B
$3.72 Million 0.06% of portfolio
82,176
Q2 2025 Reduced 3.83%
$94.6B
$3.78 Million 0.06% of portfolio
32,000
Q2 2025 Reduced 3.9%
$39.2B
$3.91 Million 0.06% of portfolio
56,979
Q2 2025 Added 3.5%
$141B
$4.22 Million 0.06% of portfolio
15,827
Q2 2025 Reduced 2.25%
$32.7B
$4.07 Million 0.06% of portfolio
46,912
Q2 2025 Added 8.86%
$2.01B
$4.15 Million 0.06% of portfolio
114,268
Q2 2025 Reduced 20.3%
$49.8B
$3.67 Million 0.06% of portfolio
64,922
Q2 2025 Added 0.0%
$67.6B
$4 Million 0.06% of portfolio
33,431
Q2 2025 Reduced 1.75%
$37.8B
$4.08 Million 0.06% of portfolio
82,864
Q2 2025 Reduced 3.16%
$13.6B
$3.61 Million 0.05% of portfolio
104,942
Q2 2025 Reduced 1.17%
$118B
$2.99 Million 0.05% of portfolio
51,003
Q2 2025 Reduced 1.93%
$3.08B
$3.34 Million 0.05% of portfolio
211,561
Q2 2025 Added 49.87%
$67B
$2.97 Million 0.05% of portfolio
19,062
Q2 2025 Reduced 11.07%
$61.1B
$3.25 Million 0.05% of portfolio
110,541
Q2 2025 Reduced 2.65%
$1.21B
$3.28 Million 0.05% of portfolio
811,234
Q2 2025 Added 45.01%
$1.35B
$3.14 Million 0.05% of portfolio
175,922
Q2 2025 Added 1.42%
$1.18B
$3.03 Million 0.05% of portfolio
513,017
Q2 2025 Reduced 20.24%
$1.54B
$3.6 Million 0.05% of portfolio
2,412,805
Q2 2025 Reduced 21.61%
$57.6B
$3.09 Million 0.05% of portfolio
12,688
Q2 2025 Reduced 3.31%
$140B
$3.6 Million 0.05% of portfolio
7,077
Q2 2025 Reduced 1.53%
$40.8B
$3.2 Million 0.05% of portfolio
38,009
Q2 2025 Reduced 1.3%
$23.4B
$3.09 Million 0.05% of portfolio
48,513
Q2 2025 Reduced 0.6%
$22.1B
$3.36 Million 0.05% of portfolio
105,475
Q2 2025 Reduced 0.45%
$47B
$3.12 Million 0.05% of portfolio
21,448
Q2 2025 Reduced 8.31%
$1.94B
$3.07 Million 0.05% of portfolio
69,538
Q2 2025 Added 7.73%
$582M
$3.44 Million 0.05% of portfolio
79,228
Q2 2025 Added 5.88%
$69.8B
$3.47 Million 0.05% of portfolio
106,469
Q2 2025 Reduced 2.9%
$190B
$3.27 Million 0.05% of portfolio
3,180
Q2 2025 Added 3.82%
$67.3B
$3.21 Million 0.05% of portfolio
12,551
Q2 2025 Reduced 0.66%
$34.3B
$3.58 Million 0.05% of portfolio
35,720
Q2 2025 Reduced 0.17%
$275M
$3.45 Million 0.05% of portfolio
340,374
Q2 2025 Added 5.53%
$10.4B
$2.33 Million 0.04% of portfolio
40,914
Q2 2025 Reduced 32.19%
$9.41B
$2.51 Million 0.04% of portfolio
40,054
Q2 2025 Reduced 0.63%
$160B
$2.68 Million 0.04% of portfolio
5,083
Q2 2025 Added 2.21%
$196B
$2.39 Million 0.04% of portfolio
3,030
Q2 2025 Added 5.87%
$95B
$2.73 Million 0.04% of portfolio
14,864
Q2 2025 Reduced 8.56%
$18.1B
$2.67 Million 0.04% of portfolio
7,650
Q2 2025 Reduced 9.38%
$50.4B
$2.9 Million 0.04% of portfolio
39,622
Q2 2025 Reduced 0.25%
$35.2B
$2.64 Million 0.04% of portfolio
21,553
Q2 2025 Reduced 6.83%
$41.9B
$2.66 Million 0.04% of portfolio
10,971
Q2 2025 Reduced 25.55%
$107B
$2.55 Million 0.04% of portfolio
43,737
Q2 2025 Reduced 5.37%
$71.5B
$2.39 Million 0.04% of portfolio
9,702
Q2 2025 Reduced 0.36%
$73.5B
$2.32 Million 0.04% of portfolio
51,307
Q2 2025 Reduced 2.54%

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