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
$11.8B
$2.72 Million 0.04% of portfolio
91,493
Q2 2025 Added 0.03%
$450B
$2.92 Million 0.04% of portfolio
4
Q4 2024 Added 100.0%
$126B
$2.69 Million 0.04% of portfolio
11,296
Q2 2025 Reduced 49.39%
$61.6B
$2.66 Million 0.04% of portfolio
26,338
Q2 2025 Reduced 47.91%
$10B
$2.53 Million 0.04% of portfolio
10,891
Q2 2025 Reduced 0.95%
$65.4B
$2.48 Million 0.04% of portfolio
3,286
Q2 2025 Reduced 3.47%
$79.5B
$2.61 Million 0.04% of portfolio
20,818
Q2 2025 Added 23.96%
$125B
$2.51 Million 0.04% of portfolio
36,362
Q2 2025 Reduced 14.5%
$150B
$2.39 Million 0.04% of portfolio
39,132
Q2 2025 Reduced 0.85%
$37.3B
$2.95 Million 0.04% of portfolio
12,123
Q2 2025 Reduced 3.16%
$68.2B
$2.9 Million 0.04% of portfolio
93,499
Q2 2025 Reduced 0.24%
$17.7B
$2.31 Million 0.03% of portfolio
28,741
Q2 2025 Reduced 1.79%
$3.05B
$1.69 Million 0.03% of portfolio
53,700
Q2 2025 Added 6.76%
$39.8B
$1.88 Million 0.03% of portfolio
19,022
Q2 2025 Reduced 6.13%
$3.08B
$1.97 Million 0.03% of portfolio
4,885
Q2 2025 Added 0.31%
$37.2B
$1.89 Million 0.03% of portfolio
19,066
Q2 2025 Reduced 0.42%
$89.8B
$1.85 Million 0.03% of portfolio
5,396
Q2 2025 Reduced 0.5%
$100B
$1.82 Million 0.03% of portfolio
2,488
Q2 2025 Added 0.08%
$5.61B
$1.84 Million 0.03% of portfolio
25,415
Q2 2025 Reduced 0.74%
$145B
$1.74 Million 0.03% of portfolio
23,662
Q2 2025 Reduced 1.87%
$15.6B
$1.68 Million 0.03% of portfolio
12,286
Q2 2025 Reduced 2.88%
$36.8B
$2.2 Million 0.03% of portfolio
66,649
Q2 2025 Added 46.96%
$29.4B
$2.14 Million 0.03% of portfolio
20,255
Q2 2025 Added 4.89%
$176B
$2.13 Million 0.03% of portfolio
23,335
Q2 2025 Reduced 0.23%
$108B
$1.95 Million 0.03% of portfolio
12,223
Q2 2025 Added 3.95%
$41.9B
$2.21 Million 0.03% of portfolio
17,174
Q2 2025 Added 0.3%
$309B
$1.66 Million 0.03% of portfolio
5,456
Q2 2025 Reduced 0.05%
$99.3B
$2.16 Million 0.03% of portfolio
9,892
Q2 2025 Added 1.33%
$38.7B
$2.05 Million 0.03% of portfolio
3,736
Q2 2025 Added 0.24%
$5.77B
$2.18 Million 0.03% of portfolio
40,000
Q4 2024 New
$6.23B
$2.25 Million 0.03% of portfolio
13,253
Q2 2025 Reduced 2.54%
$67.9B
$1.97 Million 0.03% of portfolio
18,711
Q2 2025 Reduced 2.9%
$382B
$2.25 Million 0.03% of portfolio
2,803
Q2 2025 Reduced 2.03%
$656M
$2.11 Million 0.03% of portfolio
83,147
Q2 2025 Reduced 0.24%
$230B
$2.07 Million 0.03% of portfolio
29,634
Q2 2025 Reduced 4.97%
$2.19B
$2.23 Million 0.03% of portfolio
147,298
Q2 2025 Reduced 25.25%
$3.31B
$1.83 Million 0.03% of portfolio
8,303
Q2 2025 Reduced 3.35%
$1.11B
$1.85 Million 0.03% of portfolio
33,023
Q2 2025 Added 57.76%
$34B
$2.03 Million 0.03% of portfolio
12,040
Q2 2025 Added 10.15%
$49.5B
$1.88 Million 0.03% of portfolio
1,812
Q2 2025 Added 24.45%
$106B
$1.67 Million 0.03% of portfolio
55,936
Q2 2025 Added 12.01%
$50.1B
$1.83 Million 0.03% of portfolio
24,607
Q2 2025 Reduced 5.37%
$106B
$2.04 Million 0.03% of portfolio
6,324
Q2 2025 Reduced 0.57%
$142B
$1.88 Million 0.03% of portfolio
83,991
Q2 2025 Added 2.35%
$63.5B
$1.22 Million 0.02% of portfolio
14,424
Q2 2025 Reduced 1.6%
$14.8B
$1.35 Million 0.02% of portfolio
11,231
Q2 2025 Reduced 15.15%
$2.41B
$1.03 Million 0.02% of portfolio
12,950
Q2 2025 Added 19.69%
$22.5B
$1.12 Million 0.02% of portfolio
70,000
Q4 2024 Added 16.67%
$117B
$1.31 Million 0.02% of portfolio
3,427
Q2 2025 Added 0.71%

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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