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
$60.2B
$10 Million 0.15% of portfolio
232,739
Q2 2025 Reduced 1.37%
$86.5B
$9.84 Million 0.15% of portfolio
46,227
Q2 2025 Added 186.22%
$64.5B
$9.66 Million 0.15% of portfolio
222,767
Q2 2025 Added 3.39%
$126B
$10.1 Million 0.15% of portfolio
76,133
Q2 2025 Added 195.7%
$250B
$9.6 Million 0.15% of portfolio
35,193
Q2 2025 Added 3.63%
$0
$9.67 Million 0.15% of portfolio
328,564
Q2 2025 Added 2.26%
$2.45B
$9.21 Million 0.14% of portfolio
267,518
Q2 2025 Reduced 28.63%
$186B
$9.55 Million 0.14% of portfolio
23,552
Q2 2025 Reduced 2.92%
$44.3B
$9.29 Million 0.14% of portfolio
810,368
Q2 2025 Reduced 19.46%
$0
$8.96 Million 0.14% of portfolio
50,705
Q2 2025 Reduced 2.09%
$446M
$9.3 Million 0.14% of portfolio
333,277
Q2 2025 Added 1.88%
$56.6B
$8.65 Million 0.13% of portfolio
22,885
Q2 2025 Added 20.77%
$2.63B
$8.51 Million 0.13% of portfolio
271,916
Q2 2025 Added 3.91%
$39.9B
$7.68 Million 0.12% of portfolio
29,763
Q2 2025 Reduced 10.13%
$77.6B
$8.21 Million 0.12% of portfolio
53,385
Q2 2025 Reduced 3.77%
$207B
$7.91 Million 0.12% of portfolio
60,104
Q2 2025 Reduced 0.04%
$491M
$7.59 Million 0.12% of portfolio
386,542
Q2 2025 Added 0.29%
$659M
$7.86 Million 0.12% of portfolio
684,853
Q2 2025 Reduced 20.98%
$64.6B
$8.09 Million 0.12% of portfolio
100,555
Q2 2025 Reduced 0.34%
$7.58B
$7.97 Million 0.12% of portfolio
260,807
Q2 2025 Reduced 0.75%
$117B
$8.09 Million 0.12% of portfolio
90,143
Q2 2025 Added 3.58%
$4.81B
$7.2 Million 0.11% of portfolio
1,058,762
Q2 2025 Reduced 27.44%
$258B
$6.95 Million 0.11% of portfolio
98,639
Q2 2025 Reduced 0.04%
$0
$7.29 Million 0.11% of portfolio
147,365
Q2 2025 Added 2.55%
$177B
$7.33 Million 0.11% of portfolio
37,670
Q2 2025 Added 2.2%
$265B
$7.03 Million 0.11% of portfolio
58,075
Q2 2025 Reduced 1.07%
$1.75B
$7.04 Million 0.11% of portfolio
257,289
Q2 2025 Reduced 27.56%
$10.3B
$7.45 Million 0.11% of portfolio
241,196
Q2 2025 Reduced 30.24%
$0
$6.95 Million 0.11% of portfolio
38,129
Q2 2025 Reduced 6.34%
$456M
$6.99 Million 0.11% of portfolio
2,205,819
Q2 2025 Reduced 18.13%
$78.5B
$7.46 Million 0.11% of portfolio
55,947
Q2 2025 Reduced 1.0%
$66.2B
$6.88 Million 0.1% of portfolio
75,703
Q2 2025 Reduced 5.5%
$7.85B
$6.63 Million 0.1% of portfolio
38,354
Q2 2025 Added 0.42%
$372M
$6.32 Million 0.1% of portfolio
685,960
Q2 2025 New
$4.67B
$6.67 Million 0.1% of portfolio
397,932
Q2 2025 Reduced 19.73%
$258B
$6.27 Million 0.1% of portfolio
44,160
Q2 2025 Reduced 6.12%
$72.1B
$6.6 Million 0.1% of portfolio
24,787
Q2 2025 Reduced 0.43%
$0
$6.27 Million 0.1% of portfolio
216,573
Q2 2025 Added 3.46%
$0
$6.88 Million 0.1% of portfolio
16,207
Q2 2025 Reduced 6.12%
$4.48B
$6.89 Million 0.1% of portfolio
208,527
Q2 2025 Reduced 22.89%
$54.4B
$6.88 Million 0.1% of portfolio
27,447
Q2 2025 Reduced 2.6%
$0
$6.89 Million 0.1% of portfolio
31,720
Q2 2025 Reduced 1.58%
$1.57B
$5.89 Million 0.09% of portfolio
1,362,282
Q2 2025 Reduced 21.11%
$0
$5.78 Million 0.09% of portfolio
39,181
Q2 2025 Reduced 1.99%
$87B
$6.21 Million 0.09% of portfolio
92,155
Q2 2025 Added 0.03%
$93.4B
$5.89 Million 0.09% of portfolio
35,462
Q2 2025 Reduced 7.54%
$1.17B
$5.71 Million 0.09% of portfolio
252,854
Q2 2025 Reduced 24.37%
$0
$5.96 Million 0.09% of portfolio
182,445
Q2 2025 Added 15.02%
$47.7B
$6.26 Million 0.09% of portfolio
163,162
Q2 2025 Reduced 0.72%

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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