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
$152B
$2.35 Million 0.04% of portfolio
39,466
Q1 2025 Added 4.03%
$20B
$2.48 Million 0.04% of portfolio
70,987
Q1 2025 Reduced 10.6%
$10.1B
$2.48 Million 0.04% of portfolio
10,995
Q4 2024 Added 10.69%
$752M
$2.44 Million 0.04% of portfolio
83,347
Q1 2025 Reduced 5.02%
$622M
$2.94 Million 0.04% of portfolio
559,414
Q1 2025 Reduced 5.44%
$64.3B
$2.52 Million 0.04% of portfolio
39,723
Q1 2025 Added 4.35%
$9.37B
$2.79 Million 0.04% of portfolio
60,334
Q1 2025 Added 1.91%
$6.85B
$2.32 Million 0.04% of portfolio
40,000
Q4 2024 New
$83.7B
$2.9 Million 0.04% of portfolio
16,151
Q1 2025 Reduced 0.15%
$8.87B
$2.9 Million 0.04% of portfolio
40,306
Q1 2025 Added 189.26%
$5.87B
$2.37 Million 0.04% of portfolio
13,598
Q1 2025 Added 3.08%
$38.4B
$1.76 Million 0.03% of portfolio
15,737
Q1 2025 Added 1.12%
$47.7B
$2.11 Million 0.03% of portfolio
20,264
Q1 2025 Reduced 41.86%
$34.5B
$1.78 Million 0.03% of portfolio
3,727
Q1 2025 Reduced 0.61%
$24.9B
$1.99 Million 0.03% of portfolio
19,311
Q1 2025 Added 10.47%
$1.27T
$2.18 Million 0.03% of portfolio
13,129
Q1 2025 Added 3.13%
$15.6B
$1.73 Million 0.03% of portfolio
12,650
Q1 2025 Added 3.82%
$102B
$1.67 Million 0.03% of portfolio
2,486
Q1 2025 Added 16.06%
$79.5B
$2.1 Million 0.03% of portfolio
16,794
Q1 2025 Added 0.34%
$93.6B
$1.86 Million 0.03% of portfolio
82,059
Q1 2025 Reduced 3.27%
$5.76B
$1.84 Million 0.03% of portfolio
25,605
Q1 2025 Added 0.61%
$2.22B
$2.25 Million 0.03% of portfolio
53,176
Q1 2025 Added 5.42%
$27.7B
$1.84 Million 0.03% of portfolio
10,931
Q1 2025 Added 11.06%
$543M
$1.74 Million 0.03% of portfolio
218,344
Q1 2025 Reduced 0.84%
$53.3B
$1.71 Million 0.03% of portfolio
44,244
Q1 2025 Reduced 0.34%
$18.1B
$2.11 Million 0.03% of portfolio
29,265
Q1 2025 Reduced 1.94%
$20.6B
$2.17 Million 0.03% of portfolio
30,817
Q1 2025 Added 30.84%
$169B
$1.83 Million 0.03% of portfolio
23,388
Q1 2025 Reduced 3.28%
$56.6B
$2.13 Million 0.03% of portfolio
3,404
Q1 2025 Reduced 1.16%
$239M
$1.82 Million 0.03% of portfolio
214,278
Q1 2025 Reduced 5.5%
$296B
$1.9 Million 0.03% of portfolio
2,861
Q1 2025 Added 34.51%
$32.1B
$2.11 Million 0.03% of portfolio
23,134
Q1 2025 Added 50.74%
$64.1B
$2.14 Million 0.03% of portfolio
19,270
Q1 2025 Reduced 10.43%
$3.02B
$1.66 Million 0.03% of portfolio
50,300
Q1 2025 New
$58.7B
$1.82 Million 0.03% of portfolio
17,349
Q1 2025 Reduced 28.98%
$2B
$1.8 Million 0.03% of portfolio
141,162
Q1 2025 New
$88.1B
$1.89 Million 0.03% of portfolio
5,423
Q1 2025 Added 0.37%
$215B
$2.29 Million 0.03% of portfolio
31,183
Q1 2025 Added 4.09%
$67.2B
$2.22 Million 0.03% of portfolio
52,644
Q1 2025 Added 0.45%
$1.65B
$2.25 Million 0.03% of portfolio
75,252
Q1 2025 Added 7.45%
$15.9B
$1.95 Million 0.03% of portfolio
13,236
Q1 2025 Reduced 0.63%
$213B
$1.76 Million 0.03% of portfolio
2,862
Q1 2025 Added 0.74%
$42.1B
$1.98 Million 0.03% of portfolio
19,146
Q1 2025 Added 5.61%
$1.13B
$2.19 Million 0.03% of portfolio
66,945
Q1 2025 Added 35.73%
$4.24B
$1.31 Million 0.02% of portfolio
40,278
Q1 2025 Added 11.16%
$20.8M
$1.26 Million 0.02% of portfolio
489,193
Q1 2025 Reduced 0.1%
$27.7B
$1.24 Million 0.02% of portfolio
6,769
Q1 2025 Reduced 71.88%
$6.57B
$1.27 Million 0.02% of portfolio
11,957
Q1 2025 Reduced 3.24%
$1.48B
$1.05 Million 0.02% of portfolio
20,933
Q1 2025 Reduced 1.43%

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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