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
$28.4B
$10.2 Million 0.14% of portfolio
61,959
Q4 2024 Reduced 10.69%
$5.59B
$10.2 Million 0.14% of portfolio
84,045
Q4 2024 Reduced 8.6%
$119B
$9.62 Million 0.14% of portfolio
120,429
Q4 2024 Added 1.3%
$54.6B
$10.2 Million 0.14% of portfolio
235,910
Q4 2024 Added 7.5%
$100B
$10.2 Million 0.14% of portfolio
123,370
Q4 2024 Added 3.18%
$3.93B
$9.72 Million 0.14% of portfolio
246,883
Q4 2024 Reduced 16.05%
$127B
$9.78 Million 0.14% of portfolio
33,393
Q4 2024 Added 9.89%
$2.29B
$9.95 Million 0.14% of portfolio
262,749
Q4 2024 Reduced 9.54%
$46.8B
$9.71 Million 0.14% of portfolio
62,879
Q4 2024 Added 0.24%
$0
$10.1 Million 0.14% of portfolio
109,370
Q4 2024 Added 22.79%
$166M
$9.42 Million 0.13% of portfolio
2,755,259
Q4 2024 Added 2.13%
$0
$9.25 Million 0.13% of portfolio
17,163
Q4 2024 Added 22.97%
$102B
$8.95 Million 0.13% of portfolio
50,557
Q4 2024 Reduced 18.82%
$0
$9.43 Million 0.13% of portfolio
306,211
Q4 2024 Added 1.63%
$80.2B
$8.95 Million 0.13% of portfolio
70,978
Q4 2024 Reduced 32.23%
$4.04B
$9.3 Million 0.13% of portfolio
508,279
Q4 2024 Reduced 11.83%
$142B
$8.61 Million 0.12% of portfolio
20,328
Q4 2024 Added 279.61%
$0
$8.48 Million 0.12% of portfolio
50,100
Q4 2024 Added 0.11%
$134B
$8.59 Million 0.12% of portfolio
86,622
Q4 2024 Reduced 7.43%
$64B
$8.35 Million 0.12% of portfolio
101,924
Q4 2024 Reduced 0.8%
$54.1B
$8.4 Million 0.12% of portfolio
220,590
Q4 2024 Reduced 0.06%
$1.17B
$8.85 Million 0.12% of portfolio
1,608,822
Q4 2024 Added 7,992.26%
$32.2B
$8.11 Million 0.11% of portfolio
35,453
Q4 2024 New
$0
$7.45 Million 0.11% of portfolio
40,927
Q4 2024 Added 41.65%
$96.3B
$7.91 Million 0.11% of portfolio
12,553
Q4 2024 Added 4.22%
$246B
$7.66 Million 0.11% of portfolio
63,656
Q4 2024 Added 13.7%
$415B
$7.56 Million 0.11% of portfolio
8,481
Q4 2024 Added 7.98%
$78.2B
$7.57 Million 0.11% of portfolio
83,235
Q4 2024 Reduced 3.56%
$676M
$7.93 Million 0.11% of portfolio
891,736
Q4 2024 Reduced 15.12%
$3.27B
$7.63 Million 0.11% of portfolio
104,920
Q4 2024 Added 3,647.14%
$64.8B
$6.92 Million 0.1% of portfolio
55,857
Q4 2024 Reduced 1.76%
$157B
$7.25 Million 0.1% of portfolio
60,162
Q4 2024 Reduced 0.8%
$44B
$6.9 Million 0.1% of portfolio
168,242
Q4 2024 Reduced 3.8%
$75.7B
$7.22 Million 0.1% of portfolio
21,111
Q4 2024 Added 31.3%
$65.3B
$7.43 Million 0.1% of portfolio
32,735
Q4 2024 Reduced 2.97%
$1.21B
$7.03 Million 0.1% of portfolio
290,460
Q4 2024 Reduced 1.95%
$177B
$7.35 Million 0.1% of portfolio
37,793
Q4 2024 Added 24.38%
$0
$6.73 Million 0.1% of portfolio
16,761
Q4 2024 Reduced 0.56%
$130B
$6.79 Million 0.1% of portfolio
120,083
Q4 2024 Reduced 54.86%
$71B
$7.08 Million 0.1% of portfolio
56,212
Q4 2024 Reduced 8.73%
$0
$7.23 Million 0.1% of portfolio
32,231
Q4 2024 Reduced 3.34%
$61.5B
$6.15 Million 0.09% of portfolio
24,882
Q4 2024 Reduced 25.95%
$446M
$6.63 Million 0.09% of portfolio
237,669
Q4 2024 Reduced 11.25%
$6.95B
$6.15 Million 0.09% of portfolio
38,947
Q4 2024 Reduced 4.41%
$0
$6.11 Million 0.09% of portfolio
138,712
Q4 2024 Reduced 17.1%
$2.11B
$6.49 Million 0.09% of portfolio
382,886
Q4 2024 Reduced 58.84%
$2.66B
$6.46 Million 0.09% of portfolio
201,720
Q4 2024 Reduced 13.62%
$782M
$6.73 Million 0.09% of portfolio
3,157,706
Q4 2024 Added 18.27%
$0
$6.52 Million 0.09% of portfolio
80,861
Q4 2024 Reduced 57.65%

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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