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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.8 Million 0.44% of portfolio
263,641
Q2 2025 Added 0.41%
$6.26B
$28.7 Million 0.44% of portfolio
100,728
Q2 2025 Reduced 35.37%
$302B
$28.4 Million 0.43% of portfolio
198,129
Q2 2025 Reduced 1.12%
$3.55B
$28.3 Million 0.43% of portfolio
537,898
Q2 2025 Reduced 19.2%
$146B
$28.2 Million 0.43% of portfolio
120,952
Q2 2025 Reduced 3.82%
$33.9B
$27.6 Million 0.42% of portfolio
371,447
Q2 2025 Reduced 11.51%
$8.91B
$28 Million 0.42% of portfolio
358,046
Q2 2025 Reduced 23.39%
$0
$26.9 Million 0.41% of portfolio
471,516
Q2 2025 Added 5.93%
$254B
$26.9 Million 0.41% of portfolio
38,046
Q2 2025 Reduced 1.46%
$442B
$26.5 Million 0.4% of portfolio
245,799
Q2 2025 Reduced 2.33%
$1.73B
$26 Million 0.39% of portfolio
1,275,015
Q2 2025 Reduced 20.98%
$9.26B
$25.6 Million 0.39% of portfolio
301,571
Q2 2025 Reduced 20.83%
$2.66B
$25.7 Million 0.39% of portfolio
388,437
Q2 2025 Reduced 21.7%
$0
$23.5 Million 0.36% of portfolio
53,245
Q2 2025 Reduced 5.1%
$0
$23.4 Million 0.36% of portfolio
309,681
Q2 2025 Added 4.72%
$8.18B
$23.7 Million 0.36% of portfolio
249,271
Q2 2025 Reduced 26.62%
$20.7B
$23.2 Million 0.35% of portfolio
304,888
Q2 2025 Reduced 24.28%
$548B
$23 Million 0.35% of portfolio
40,857
Q2 2025 Reduced 1.2%
$1.25B
$22.7 Million 0.34% of portfolio
1,153,546
Q2 2025 Reduced 31.6%
$0
$21.6 Million 0.33% of portfolio
257,358
Q2 2025 Added 12.05%
$8.63B
$22 Million 0.33% of portfolio
126,019
Q2 2025 Reduced 23.43%
$0
$21.9 Million 0.33% of portfolio
352,929
Q2 2025 Added 5.17%
$3.87B
$20.4 Million 0.31% of portfolio
97,420
Q2 2025 Reduced 16.62%
$36.2B
$20.5 Million 0.31% of portfolio
133,786
Q2 2025 Reduced 25.46%
$0
$20.7 Million 0.31% of portfolio
72,719
Q2 2025 Added 0.29%
$5.85B
$19.5 Million 0.3% of portfolio
494,539
Q2 2025 Reduced 18.73%
$0
$19.8 Million 0.3% of portfolio
493,006
Q2 2025 Added 8.54%
$202B
$20.1 Million 0.3% of portfolio
152,193
Q2 2025 Added 9.75%
$929M
$18.9 Million 0.29% of portfolio
1,060,735
Q2 2025 Reduced 13.07%
$48.7B
$19.3 Million 0.29% of portfolio
110,842
Q2 2025 Reduced 24.03%
$0
$18.9 Million 0.29% of portfolio
70,098
Q2 2025 Added 7.9%
$141B
$18.8 Million 0.29% of portfolio
528,067
Q2 2025 Reduced 1.42%
$162B
$18.3 Million 0.28% of portfolio
99,713
Q2 2025 Added 2.52%
$141B
$18.8 Million 0.28% of portfolio
270,195
Q2 2025 Reduced 1.35%
$60B
$18.6 Million 0.28% of portfolio
81,974
Q2 2025 Added 0.18%
$1.08T
$17.7 Million 0.27% of portfolio
55,717
Q2 2025 Added 9.3%
$3.13B
$17.6 Million 0.27% of portfolio
582,863
Q2 2025 Reduced 23.72%
$95.6B
$16.7 Million 0.25% of portfolio
72,914
Q2 2025 Reduced 0.42%
$152B
$16.8 Million 0.25% of portfolio
60,127
Q2 2025 Added 2.75%
$207B
$16.3 Million 0.25% of portfolio
131,751
Q2 2025 Reduced 5.15%
$13.1B
$16.2 Million 0.25% of portfolio
485,760
Q2 2025 Reduced 25.71%
$0
$15.8 Million 0.24% of portfolio
73,314
Q2 2025 Reduced 0.64%
$222B
$15.6 Million 0.24% of portfolio
53,485
Q2 2025 Reduced 0.83%
$55.6B
$16 Million 0.24% of portfolio
303,804
Q2 2025 Reduced 0.3%
$229B
$15.3 Million 0.23% of portfolio
112,177
Q2 2025 Reduced 0.59%
$203B
$15.2 Million 0.23% of portfolio
526,701
Q2 2025 Reduced 2.88%
$4.78B
$14.3 Million 0.22% of portfolio
153,434
Q2 2025 Reduced 3.37%
$302B
$14.7 Million 0.22% of portfolio
183,503
Q2 2025 Reduced 1.83%
$61.8B
$14.1 Million 0.21% of portfolio
62,844
Q2 2025 Reduced 0.06%

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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