Pinnacle Associates LTD Portfolio Holdings

Pinnacle Associates LTD

  • $7.08 Billion
  • Q4 2024

Pinnacle Associates LTD has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $7.08 Billion distributed in 837 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $869M, Apple Inc. with a value of $339M, Microsoft Corp with a value of $194M, Broadcom Inc. with a value of $125M, and Nvidia Corp with a value of $121M.

Examining the 13F form we can see an increase of $779M in the current position value, from $6.3B to 7.08B.

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

Portfolio value $7.08 Billion
Technology: $1.52 Billion
ETFs: $1.41 Billion
Healthcare: $1.29 Billion
Financial Services: $685 Million
Industrials: $581 Million
Consumer Cyclical: $495 Million
Communication Services: $480 Million
Energy: $255 Million
Other: $365 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.7 Million 0.43% of portfolio
266,425
Q4 2024 Added 4.07%
$17.5B
$29.4 Million 0.42% of portfolio
415,843
Q4 2024 Reduced 16.0%
$103B
$29.6 Million 0.42% of portfolio
351,739
Q4 2024 Added 53.0%
$30.3B
$28.8 Million 0.41% of portfolio
185,685
Q4 2024 Reduced 17.96%
$322B
$28.1 Million 0.4% of portfolio
194,037
Q4 2024 Added 13.5%
$43.2B
$28.6 Million 0.4% of portfolio
161,010
Q4 2024 Added 13.44%
$141B
$28.6 Million 0.4% of portfolio
126,424
Q4 2024 Added 4.03%
$4.54B
$28 Million 0.4% of portfolio
333,107
Q4 2024 Reduced 18.31%
$3.93B
$26.8 Million 0.38% of portfolio
118,591
Q4 2024 Reduced 10.67%
$195B
$27.1 Million 0.38% of portfolio
234,152
Q4 2024 Reduced 1.78%
$0
$26.9 Million 0.38% of portfolio
153,462
Q4 2024 Added 30.02%
$481B
$26.2 Million 0.37% of portfolio
243,313
Q4 2024 Added 14.67%
$59.9B
$24.6 Million 0.35% of portfolio
87,332
Q4 2024 Reduced 10.05%
$139B
$24.5 Million 0.35% of portfolio
348,194
Q4 2024 Added 28.63%
$0
$24.4 Million 0.34% of portfolio
57,373
Q4 2024 Reduced 22.2%
$19.3B
$24.2 Million 0.34% of portfolio
471,404
Q4 2024 Reduced 6.01%
$3.47B
$23.1 Million 0.33% of portfolio
795,251
Q4 2024 Added 11.02%
$193B
$22.3 Million 0.32% of portfolio
38,993
Q4 2024 Reduced 7.4%
$371B
$23 Million 0.32% of portfolio
129,470
Q4 2024 Added 4.72%
$511B
$21.7 Million 0.31% of portfolio
41,290
Q4 2024 Reduced 2.56%
$727M
$21.6 Million 0.31% of portfolio
1,247,391
Q4 2024 Added 29.46%
$32B
$21.2 Million 0.3% of portfolio
412,146
Q4 2024 Reduced 15.43%
$0
$20.9 Million 0.3% of portfolio
290,521
Q4 2024 Added 36.9%
$785B
$21 Million 0.3% of portfolio
52,008
Q4 2024 Reduced 14.93%
$5.36B
$21.5 Million 0.3% of portfolio
599,026
Q4 2024 Added 15.98%
$162B
$20.7 Million 0.29% of portfolio
551,993
Q4 2024 Reduced 24.72%
$0
$20.8 Million 0.29% of portfolio
435,771
Q4 2024 Reduced 1.41%
$200B
$20.7 Million 0.29% of portfolio
136,184
Q4 2024 Reduced 3.57%
$0
$19.8 Million 0.28% of portfolio
317,369
Q4 2024 Added 396.57%
$0
$19.9 Million 0.28% of portfolio
73,740
Q4 2024 Added 0.12%
$139B
$19.9 Million 0.28% of portfolio
277,836
Q4 2024 Added 15.32%
$4.67B
$19.1 Million 0.27% of portfolio
547,642
Q4 2024 Added 19.32%
$3.12B
$18.9 Million 0.27% of portfolio
122,976
Q4 2024 Reduced 25.76%
$131B
$18.1 Million 0.26% of portfolio
111,547
Q4 2024 Reduced 4.78%
$483B
$18.6 Million 0.26% of portfolio
36,682
Q4 2024 Reduced 9.54%
$398M
$18.1 Million 0.26% of portfolio
1,729,324
Q4 2024 Added 2.1%
$0
$18 Million 0.25% of portfolio
283,678
Q4 2024 Added 7.27%
$60B
$17.6 Million 0.25% of portfolio
159,434
Q4 2024 Added 6.49%
$2.4B
$17.1 Million 0.24% of portfolio
389,704
Q4 2024 Added 4.65%
$180B
$17.3 Million 0.24% of portfolio
38,933
Q4 2024 Reduced 13.76%
$203B
$17 Million 0.24% of portfolio
32,718
Q4 2024 Reduced 5.74%
$0
$16.8 Million 0.24% of portfolio
76,117
Q4 2024 Added 11.82%
$3.93B
$16.6 Million 0.23% of portfolio
143,490
Q4 2024 Reduced 18.79%
$0
$15.9 Million 0.23% of portfolio
404,397
Q4 2024 Added 185.84%
$225B
$15.3 Million 0.22% of portfolio
52,718
Q4 2024 Reduced 4.0%
$147B
$15.2 Million 0.22% of portfolio
574,217
Q4 2024 Reduced 26.81%
$169B
$15.2 Million 0.22% of portfolio
58,470
Q4 2024 Added 3.39%
$0
$15 Million 0.21% of portfolio
61,675
Q4 2024 Added 42.7%
$181B
$15.1 Million 0.21% of portfolio
136,019
Q4 2024 Reduced 21.28%

Summary

  • Portfolio
  • No. of Stocks 837
  • Current Value $7.08 Billion
  • Prior Value $6.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 111 stocks
  • Additional Purchases 295 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 398 stocks
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