Pinnacle Associates LTD Portfolio Holdings

Pinnacle Associates LTD

  • $7.15 Billion
  • Q3 2025

Pinnacle Associates LTD has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.15 Billion distributed in 868 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $319M, Johnson & Johnson with a value of $308M, Microsoft Corp with a value of $223M, Nvidia Corp with a value of $178M, and Broadcom Inc. with a value of $154M.

Examining the 13F form we can see an increase of $560M in the current position value, from $6.59B to 7.15B.

Below you can find more details about Pinnacle Associates LTD portfolio as well as his latest detailed transactions.

Portfolio value $7.15 Billion
ETFs: $1.68 Billion
Technology: $1.68 Billion
Financial Services: $793 Million
Healthcare: $737 Million
Industrials: $651 Million
Communication Services: $496 Million
Consumer Cyclical: $476 Million
Energy: $256 Million
Other: $382 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.2 Million 0.44% of portfolio
262,810
Q3 2025 Reduced 0.32%
$3.37B
$31.1 Million 0.43% of portfolio
376,801
Q3 2025 Reduced 3.0%
$309B
$30.9 Million 0.43% of portfolio
199,068
Q3 2025 Added 0.47%
$270B
$29.9 Million 0.42% of portfolio
37,565
Q3 2025 Reduced 1.26%
$0
$30.3 Million 0.42% of portfolio
159,735
Q3 2025 Added 1.02%
$36.7B
$29.6 Million 0.41% of portfolio
352,583
Q3 2025 Reduced 5.08%
$4.44B
$29.1 Million 0.41% of portfolio
233,806
Q3 2025 Reduced 4.25%
$0
$28.4 Million 0.4% of portfolio
474,667
Q3 2025 Added 0.67%
$7.28B
$28.9 Million 0.4% of portfolio
91,783
Q3 2025 Reduced 8.88%
$8.52B
$28.8 Million 0.4% of portfolio
333,586
Q3 2025 Reduced 6.83%
$20B
$28.1 Million 0.39% of portfolio
332,315
Q3 2025 Reduced 23.56%
$497B
$27.4 Million 0.38% of portfolio
242,993
Q3 2025 Reduced 1.14%
$3.55B
$27.5 Million 0.38% of portfolio
523,528
Q3 2025 Reduced 2.67%
$1.38B
$27.5 Million 0.38% of portfolio
928,350
Q3 2025 Reduced 19.52%
$0
$26.1 Million 0.37% of portfolio
351,095
Q3 2025 Added 8.61%
$0
$25.4 Million 0.36% of portfolio
286,027
Q3 2025 Added 11.14%
$1.63B
$25.6 Million 0.36% of portfolio
1,211,833
Q3 2025 Reduced 4.96%
$134B
$25.4 Million 0.35% of portfolio
120,492
Q3 2025 Reduced 0.38%
$10.4B
$24.2 Million 0.34% of portfolio
361,360
Q3 2025 Reduced 25.61%
$69.4B
$24.4 Million 0.34% of portfolio
297,649
Q3 2025 Reduced 2.03%
$201B
$24.5 Million 0.34% of portfolio
174,308
Q3 2025 Added 14.53%
$521B
$23.3 Million 0.33% of portfolio
40,930
Q3 2025 Added 0.18%
$19.2B
$24 Million 0.33% of portfolio
293,328
Q3 2025 Reduced 3.79%
$0
$23.6 Million 0.33% of portfolio
50,910
Q3 2025 Reduced 4.39%
$0
$23.9 Million 0.33% of portfolio
314,842
Q3 2025 Added 1.67%
$0
$23 Million 0.32% of portfolio
351,980
Q3 2025 Reduced 0.27%
$5.71B
$22.8 Million 0.32% of portfolio
120,939
Q3 2025 Reduced 4.03%
$6.38B
$23 Million 0.32% of portfolio
506,896
Q3 2025 Added 16.73%
$1.28T
$22.6 Million 0.32% of portfolio
50,739
Q3 2025 Reduced 8.93%
$0
$22.1 Million 0.31% of portfolio
71,894
Q3 2025 Reduced 1.13%
$0
$21.9 Million 0.31% of portfolio
539,082
Q3 2025 Added 9.35%
$34.1B
$21.3 Million 0.3% of portfolio
123,575
Q3 2025 Reduced 7.63%
$4.28B
$21.4 Million 0.3% of portfolio
94,325
Q3 2025 Reduced 3.18%
$9.12B
$21.4 Million 0.3% of portfolio
234,752
Q3 2025 Reduced 4.34%
$0
$20.7 Million 0.29% of portfolio
73,988
Q3 2025 Added 5.55%
$165B
$20.4 Million 0.28% of portfolio
269,929
Q3 2025 Reduced 0.1%
$194B
$20.1 Million 0.28% of portfolio
97,979
Q3 2025 Reduced 1.74%
$69.6B
$19.2 Million 0.27% of portfolio
81,223
Q3 2025 Reduced 0.92%
$4.23B
$19.5 Million 0.27% of portfolio
1,463,561
Q3 2025 Added 38.23%
$45.5B
$18.5 Million 0.26% of portfolio
106,835
Q3 2025 Reduced 3.62%
$55.9B
$18.5 Million 0.26% of portfolio
948,386
Q3 2025 Added 17.03%
$0
$17.7 Million 0.25% of portfolio
73,283
Q3 2025 Reduced 0.04%
$121B
$17.5 Million 0.25% of portfolio
558,337
Q3 2025 Added 5.73%
$180B
$17.7 Million 0.25% of portfolio
62,683
Q3 2025 Added 4.25%
$828M
$16.3 Million 0.23% of portfolio
1,076,598
Q3 2025 Added 1.5%
$50B
$16.2 Million 0.23% of portfolio
301,683
Q3 2025 Reduced 2.89%
$4.48B
$16.3 Million 0.23% of portfolio
148,984
Q3 2025 Reduced 2.9%
$7.56B
$16.2 Million 0.23% of portfolio
95,430
Q3 2025 Reduced 4.42%
$8.58B
$15.8 Million 0.22% of portfolio
54,092
Q3 2025 Reduced 5.5%

Summary

  • Portfolio
  • No. of Stocks 868
  • Current Value $7.15 Billion
  • Prior Value $6.59 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 42 stocks
  • Additional Purchases 249 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 468 stocks
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