Pinnacle Associates LTD Portfolio Holdings

Pinnacle Associates LTD

  • $6.56 Billion
  • Q1 2025

Pinnacle Associates LTD has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.56 Billion distributed in 828 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $694M, Apple Inc. with a value of $299M, Microsoft Corp with a value of $168M, Spdr S&P 500 ETF Trust with a value of $114M, and Jpmorgan Chase & CO with a value of $109M.

Examining the 13F form we can see an decrease of $523M in the current position value, from $7.08B to 6.56B.

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

Portfolio value $6.56 Billion
ETFs: $1.39 Billion
Technology: $1.32 Billion
Healthcare: $1.13 Billion
Financial Services: $676 Million
Industrials: $546 Million
Consumer Cyclical: $441 Million
Communication Services: $434 Million
Energy: $247 Million
Other: $371 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.9B
$9.38 Million 0.14% of portfolio
58,663
Q1 2025 Reduced 5.32%
$4.9B
$9 Million 0.14% of portfolio
164,970
Q1 2025 Added 1.75%
$66.6B
$9.19 Million 0.14% of portfolio
62,879
Q4 2024 Added 0.24%
$7.02B
$8.93 Million 0.14% of portfolio
58,648
Q1 2025 Reduced 2.64%
$2B
$8.96 Million 0.14% of portfolio
386,570
Q1 2025 Added 33.09%
$57.4B
$9.1 Million 0.14% of portfolio
47,870
Q1 2025 Reduced 1.02%
$3.69B
$9.03 Million 0.14% of portfolio
495,756
Q1 2025 Reduced 2.46%
$116B
$9.14 Million 0.14% of portfolio
87,031
Q1 2025 Added 0.47%
$446M
$9.12 Million 0.14% of portfolio
327,132
Q1 2025 Added 37.64%
$0
$9.02 Million 0.14% of portfolio
17,551
Q1 2025 Added 2.26%
$268B
$9.11 Million 0.14% of portfolio
33,960
Q1 2025 Added 2.38%
$0
$8.95 Million 0.14% of portfolio
51,785
Q1 2025 Added 3.36%
$505M
$8.71 Million 0.13% of portfolio
385,443
Q1 2025 Reduced 7.41%
$3.66B
$8.25 Million 0.13% of portfolio
235,977
Q1 2025 Reduced 4.42%
$121B
$8.48 Million 0.13% of portfolio
12,468
Q1 2025 Reduced 0.68%
$695M
$8.48 Million 0.13% of portfolio
866,696
Q1 2025 Reduced 2.81%
$171B
$8.45 Million 0.13% of portfolio
115,919
Q1 2025 Added 26.53%
$1.01B
$8.7 Million 0.13% of portfolio
1,726,917
Q1 2025 Added 7.34%
$69.9B
$8.5 Million 0.13% of portfolio
55,477
Q1 2025 Reduced 1.31%
$129B
$8.81 Million 0.13% of portfolio
51,643
Q1 2025 Added 2.15%
$63.4B
$8.1 Million 0.12% of portfolio
100,897
Q1 2025 Reduced 1.01%
$106B
$7.58 Million 0.12% of portfolio
124,286
Q1 2025 Added 3.5%
$60.3B
$8.16 Million 0.12% of portfolio
215,472
Q1 2025 Reduced 2.32%
$536B
$8.06 Million 0.12% of portfolio
8,646
Q1 2025 Added 1.95%
$2.34B
$8.15 Million 0.12% of portfolio
261,675
Q1 2025 Reduced 0.41%
$100B
$7.71 Million 0.12% of portfolio
21,879
Q1 2025 Added 3.64%
$42.6B
$7.14 Million 0.11% of portfolio
35,994
Q1 2025 Added 7.44%
$36.2B
$7.41 Million 0.11% of portfolio
33,117
Q1 2025 Reduced 6.59%
$242B
$7.23 Million 0.11% of portfolio
98,683
Q1 2025 Reduced 3.41%
$928M
$7.16 Million 0.11% of portfolio
334,310
Q1 2025 Reduced 5.48%
$0
$7.41 Million 0.11% of portfolio
40,708
Q1 2025 Reduced 0.54%
$177B
$7.17 Million 0.11% of portfolio
36,859
Q1 2025 Reduced 2.47%
$50.4B
$7.04 Million 0.11% of portfolio
168,369
Q1 2025 Reduced 1.16%
$39.1B
$7.22 Million 0.11% of portfolio
164,353
Q1 2025 Reduced 2.31%
$49.7B
$7.39 Million 0.11% of portfolio
32,250
Q1 2025 Reduced 1.48%
$76.7B
$7.51 Million 0.11% of portfolio
80,113
Q1 2025 Reduced 3.75%
$2.23B
$6.98 Million 0.11% of portfolio
1,459,236
Q1 2025 Reduced 5.34%
$3.7B
$6.34 Million 0.1% of portfolio
124,438
Q1 2025 Reduced 4.3%
$0
$6.54 Million 0.1% of portfolio
44,758
Q1 2025 Reduced 1.6%
$0
$6.36 Million 0.1% of portfolio
32,228
Q1 2025 Reduced 0.01%
$255B
$6.54 Million 0.1% of portfolio
58,701
Q1 2025 Reduced 0.03%
$92.2B
$6.25 Million 0.1% of portfolio
92,127
Q1 2025 Reduced 1.16%
$4.99B
$6.66 Million 0.1% of portfolio
262,787
Q1 2025 Added 18.59%
$179B
$6.78 Million 0.1% of portfolio
60,130
Q1 2025 Reduced 0.05%
$0
$6.5 Million 0.1% of portfolio
143,705
Q1 2025 Added 3.6%
$0
$6.23 Million 0.1% of portfolio
17,263
Q1 2025 Added 3.0%
$6.67B
$6.85 Million 0.1% of portfolio
38,195
Q1 2025 Reduced 1.93%
$185M
$6.41 Million 0.1% of portfolio
2,694,206
Q1 2025 Reduced 2.22%
$0
$6.79 Million 0.1% of portfolio
72,628
Q1 2025 Reduced 3.52%

Summary

  • Portfolio
  • No. of Stocks 828
  • Current Value $6.56 Billion
  • Prior Value $7.08 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 38 stocks
  • Additional Purchases 348 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 368 stocks
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