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
$4.74B
$15.1 Million 0.21% of portfolio
240,602
Q4 2024 Added 6.52%
$38.7B
$14.7 Million 0.21% of portfolio
309,034
Q4 2024 Added 0.07%
$117B
$14.6 Million 0.21% of portfolio
30,063
Q4 2024 Reduced 1.69%
$95B
$14.7 Million 0.21% of portfolio
72,919
Q4 2024 Added 2.59%
$112B
$14.3 Million 0.2% of portfolio
157,033
Q4 2024 Reduced 33.54%
$3.29B
$14.3 Million 0.2% of portfolio
162,856
Q4 2024 Reduced 9.2%
$4.07B
$13.4 Million 0.19% of portfolio
285,532
Q4 2024 Added 10.52%
$666M
$13.4 Million 0.19% of portfolio
416,269
Q4 2024 Reduced 16.57%
$4.1B
$13.2 Million 0.19% of portfolio
385,973
Q4 2024 Reduced 17.67%
$71B
$13.7 Million 0.19% of portfolio
71,294
Q4 2024 Reduced 7.8%
$3.64B
$13.3 Million 0.19% of portfolio
600,427
Q4 2024 Added 3.7%
$1.56B
$13.3 Million 0.19% of portfolio
275,906
Q4 2024 Added 271.02%
$272B
$13.1 Million 0.19% of portfolio
186,684
Q4 2024 Reduced 7.59%
$1.86B
$13.7 Million 0.19% of portfolio
380,174
Q4 2024 Reduced 17.43%
$191B
$13.5 Million 0.19% of portfolio
336,806
Q4 2024 Reduced 18.9%
$0
$12.6 Million 0.18% of portfolio
372,785
Q4 2024 Reduced 3.56%
$51.1B
$12.5 Million 0.18% of portfolio
68,581
Q4 2024 Added 75.55%
$202B
$12.7 Million 0.18% of portfolio
557,512
Q4 2024 Added 28.72%
$232B
$11.9 Million 0.17% of portfolio
104,947
Q4 2024 Added 2.43%
$44.2B
$12.1 Million 0.17% of portfolio
34,828
Q4 2024 Reduced 4.64%
$310B
$11.8 Million 0.17% of portfolio
188,764
Q4 2024 Added 1.1%
$197B
$11.8 Million 0.17% of portfolio
33,559
Q4 2024 Added 10.28%
$8.83B
$11.9 Million 0.17% of portfolio
362,348
Q4 2024 Added 24.51%
$12.4B
$12.1 Million 0.17% of portfolio
144,664
Q4 2024 Reduced 17.86%
$76.2B
$12.3 Million 0.17% of portfolio
48,688
Q4 2024 Reduced 3.22%
$506M
$11.9 Million 0.17% of portfolio
1,000,892
Q4 2024 Added 66.26%
$0
$12.2 Million 0.17% of portfolio
46,208
Q4 2024 Added 7.93%
$173B
$11.7 Million 0.17% of portfolio
76,124
Q4 2024 Added 2.53%
$145B
$11.8 Million 0.17% of portfolio
51,953
Q4 2024 Added 0.41%
$0
$11.1 Million 0.16% of portfolio
380,970
Q4 2024 Reduced 1.18%
$5.98B
$11.4 Million 0.16% of portfolio
162,131
Q4 2024 Reduced 12.38%
$0
$11.1 Million 0.16% of portfolio
187,006
Q4 2024 Added 6.59%
$0
$11.7 Million 0.16% of portfolio
120,626
Q4 2024 Added 34.73%
$25.2B
$11 Million 0.16% of portfolio
1,040,730
Q4 2024 Reduced 10.32%
$145B
$11.5 Million 0.16% of portfolio
46,639
Q4 2024 Reduced 8.06%
$516M
$11 Million 0.16% of portfolio
433,358
Q4 2024 Reduced 12.23%
$268B
$11.1 Million 0.16% of portfolio
33,172
Q4 2024 Added 4.76%
$74.8B
$11.2 Million 0.16% of portfolio
42,585
Q4 2024 Added 2.32%
$1.81B
$10.3 Million 0.15% of portfolio
1,541,510
Q4 2024 New
$50.9B
$10.5 Million 0.15% of portfolio
85,858
Q4 2024 Added 20.09%
$4.53B
$10.5 Million 0.15% of portfolio
60,236
Q4 2024 Reduced 7.99%
$4.33B
$10.6 Million 0.15% of portfolio
682,319
Q4 2024 Added 112.86%
$9B
$10.9 Million 0.15% of portfolio
98,140
Q4 2024 Reduced 17.63%
$166B
$10.6 Million 0.15% of portfolio
87,406
Q4 2024 Added 25.86%
$3.86B
$10.7 Million 0.15% of portfolio
404,698
Q4 2024 New
$1.27B
$9.76 Million 0.14% of portfolio
96,040
Q4 2024 Reduced 20.45%
$66.1B
$9.97 Million 0.14% of portfolio
98,211
Q4 2024 Reduced 5.01%
$3.83B
$10.1 Million 0.14% of portfolio
233,036
Q4 2024 Added 52.87%
$49.9B
$10.1 Million 0.14% of portfolio
48,363
Q4 2024 Reduced 2.25%

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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