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
$41.2B
$13.5 Million 0.21% of portfolio
310,677
Q2 2025 Reduced 21.84%
$0
$14.1 Million 0.21% of portfolio
395,316
Q2 2025 Added 8.43%
$182B
$14.2 Million 0.21% of portfolio
327,222
Q2 2025 Reduced 1.25%
$157B
$13.9 Million 0.21% of portfolio
35,925
Q2 2025 Reduced 7.87%
$7.32B
$13.8 Million 0.21% of portfolio
434,229
Q2 2025 Reduced 24.45%
$0
$13.6 Million 0.21% of portfolio
392,029
Q2 2025 Added 1.37%
$8.25B
$14 Million 0.21% of portfolio
57,241
Q2 2025 Reduced 2.4%
$5.93B
$13.2 Million 0.2% of portfolio
99,840
Q2 2025 Reduced 27.05%
$52.5B
$13.4 Million 0.2% of portfolio
65,340
Q2 2025 Reduced 2.28%
$826M
$13.3 Million 0.2% of portfolio
303,175
Q2 2025 Reduced 27.07%
$306B
$13.3 Million 0.2% of portfolio
187,645
Q2 2025 Reduced 2.44%
$63.6B
$13.3 Million 0.2% of portfolio
128,039
Q2 2025 Reduced 3.26%
$113B
$13.3 Million 0.2% of portfolio
28,769
Q2 2025 Reduced 6.91%
$138B
$13.2 Million 0.2% of portfolio
544,066
Q2 2025 Reduced 3.31%
$0
$13.5 Million 0.2% of portfolio
48,261
Q2 2025 Reduced 2.99%
$0
$13.3 Million 0.2% of portfolio
122,492
Q2 2025 Added 0.05%
$0
$12.5 Million 0.19% of portfolio
198,677
Q2 2025 Added 2.03%
$77.3B
$12.6 Million 0.19% of portfolio
67,847
Q2 2025 Reduced 1.65%
$16.3B
$11.8 Million 0.18% of portfolio
81,723
Q2 2025 Reduced 15.57%
$545B
$12.2 Million 0.18% of portfolio
9,093
Q2 2025 Added 5.17%
$86.2B
$12 Million 0.18% of portfolio
41,270
Q2 2025 Reduced 2.58%
$173B
$11.9 Million 0.18% of portfolio
74,901
Q2 2025 Reduced 2.58%
$3.02B
$11.7 Million 0.18% of portfolio
249,306
Q2 2025 Reduced 35.51%
$261B
$11.9 Million 0.18% of portfolio
65,385
Q2 2025 Reduced 4.15%
$39.4B
$11.9 Million 0.18% of portfolio
38,012
Q2 2025 Added 5.61%
$80B
$11.6 Million 0.18% of portfolio
46,819
Q2 2025 Reduced 1.78%
$51.4B
$12 Million 0.18% of portfolio
89,017
Q2 2025 Added 0.76%
$66.3B
$12 Million 0.18% of portfolio
154,519
Q2 2025 Reduced 1.85%
$133B
$11.1 Million 0.17% of portfolio
12,383
Q2 2025 Reduced 0.68%
$0
$11 Million 0.17% of portfolio
114,722
Q2 2025 Added 3.96%
$102B
$11.2 Million 0.17% of portfolio
122,058
Q2 2025 Reduced 4.09%
$150B
$11.3 Million 0.17% of portfolio
101,816
Q2 2025 Added 0.43%
$8.71B
$11.4 Million 0.17% of portfolio
245,398
Q2 2025 Reduced 36.53%
$56.3B
$11.1 Million 0.17% of portfolio
33,907
Q2 2025 Reduced 2.77%
$93.6B
$11.3 Million 0.17% of portfolio
22,214
Q2 2025 Added 1.53%
$245B
$10.9 Million 0.17% of portfolio
34,971
Q2 2025 Reduced 6.43%
$99.5B
$11.2 Million 0.17% of portfolio
25,108
Q2 2025 Added 0.84%
$57.8B
$10.8 Million 0.16% of portfolio
49,466
Q2 2025 Added 3.33%
$152B
$10.2 Million 0.16% of portfolio
46,153
Q2 2025 Reduced 1.33%
$7.39B
$10.4 Million 0.16% of portfolio
434,717
Q2 2025 Reduced 24.22%
$139B
$10.8 Million 0.16% of portfolio
51,638
Q2 2025 Reduced 0.01%
$4.15B
$10.6 Million 0.16% of portfolio
296,983
Q2 2025 Reduced 15.58%
$182B
$10.8 Million 0.16% of portfolio
116,070
Q2 2025 Added 0.13%
$150B
$10.5 Million 0.16% of portfolio
35,101
Q2 2025 Added 2.24%
$122B
$10.5 Million 0.16% of portfolio
120,359
Q2 2025 Reduced 0.73%
$707M
$10.7 Million 0.16% of portfolio
920,798
Q2 2025 Reduced 3.43%
$135B
$10.1 Million 0.15% of portfolio
44,057
Q2 2025 Reduced 15.13%
$0
$9.73 Million 0.15% of portfolio
17,128
Q2 2025 Reduced 2.41%
$124B
$9.89 Million 0.15% of portfolio
32,081
Q2 2025 Reduced 0.34%

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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