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
$2.65B
$6.25 Million 0.09% of portfolio
148,493
Q4 2024 Added 24.41%
$28.4B
$6.04 Million 0.09% of portfolio
33,502
Q4 2024 Added 131.21%
$259B
$6.41 Million 0.09% of portfolio
102,164
Q4 2024 Reduced 22.94%
$0
$6.45 Million 0.09% of portfolio
75,276
Q4 2024 Reduced 8.89%
$0
$6.26 Million 0.09% of portfolio
45,486
Q4 2024 Reduced 3.05%
$0
$6.12 Million 0.09% of portfolio
100,796
Q4 2024 Reduced 16.93%
$59.3B
$6.53 Million 0.09% of portfolio
170,346
Q4 2024 Added 16.74%
$103B
$5.99 Million 0.08% of portfolio
56,696
Q4 2024 Reduced 9.8%
$35.5B
$5.41 Million 0.08% of portfolio
84,808
Q4 2024 Reduced 10.2%
$16.9B
$5.78 Million 0.08% of portfolio
67,139
Q4 2024 Reduced 0.39%
$149B
$5.77 Million 0.08% of portfolio
25,134
Q4 2024 Added 0.83%
$93B
$5.57 Million 0.08% of portfolio
93,212
Q4 2024 Reduced 22.9%
$29.6B
$5.32 Million 0.08% of portfolio
24,069
Q4 2024 Added 51.86%
$0
$5.67 Million 0.08% of portfolio
24,387
Q4 2024 Added 5.63%
$240B
$5.71 Million 0.08% of portfolio
58,720
Q4 2024 Reduced 3.74%
$263M
$5.52 Million 0.08% of portfolio
322,524
Q4 2024 Added 463.04%
$84.4M
$5.99 Million 0.08% of portfolio
958,163
Q4 2024 Added 20.71%
$3.88B
$5.87 Million 0.08% of portfolio
130,023
Q4 2024 Reduced 15.68%
$144B
$5.53 Million 0.08% of portfolio
91,612
Q4 2024 Added 63.17%
$124B
$5.19 Million 0.07% of portfolio
12,896
Q4 2024 Added 113.55%
$0
$4.86 Million 0.07% of portfolio
16,895
Q4 2024 Added 1.01%
$0
$4.87 Million 0.07% of portfolio
82,605
Q4 2024 Added 5.3%
$1.54B
$5.28 Million 0.07% of portfolio
331,961
Q4 2024 New
$62B
$5.01 Million 0.07% of portfolio
20,811
Q4 2024 Added 1.12%
$67.8B
$5.26 Million 0.07% of portfolio
68,403
Q4 2024 Reduced 10.82%
$0
$4.99 Million 0.07% of portfolio
37,877
Q4 2024 Reduced 2.95%
$448M
$4.89 Million 0.07% of portfolio
487,965
Q4 2024 Reduced 18.99%
$48B
$4.71 Million 0.07% of portfolio
34,853
Q4 2024 Reduced 14.74%
$28B
$5.12 Million 0.07% of portfolio
84,647
Q4 2024 Reduced 0.57%
$0
$4.68 Million 0.07% of portfolio
146,437
Q4 2024 Added 18.92%
$72.6B
$5.19 Million 0.07% of portfolio
37,199
Q4 2024 Reduced 12.24%
$0
$5.28 Million 0.07% of portfolio
208,150
Q4 2024 Reduced 3.4%
$332B
$4.98 Million 0.07% of portfolio
22,568
Q4 2024 Reduced 7.86%
$141B
$4.96 Million 0.07% of portfolio
41,073
Q4 2024 Reduced 7.78%
$4.83B
$5.27 Million 0.07% of portfolio
221,592
Q4 2024 Added 292.45%
$46.6B
$5.18 Million 0.07% of portfolio
29,876
Q4 2024 Reduced 7.75%
$141B
$5.01 Million 0.07% of portfolio
13,921
Q4 2024 Added 72.7%
$0
$4.02 Million 0.06% of portfolio
81,395
Q4 2024 Added 4.42%
$104B
$4.2 Million 0.06% of portfolio
19,763
Q4 2024 Added 14.93%
$0
$4.45 Million 0.06% of portfolio
72,604
Q4 2024 Added 9.55%
$0
$4.34 Million 0.06% of portfolio
37,522
Q4 2024 Added 11.33%
$15.6B
$4.54 Million 0.06% of portfolio
53,208
Q4 2024 Added 26.14%
$764M
$4.02 Million 0.06% of portfolio
666,001
Q4 2024 Reduced 19.11%
$125B
$4.23 Million 0.06% of portfolio
15,295
Q4 2024 Reduced 7.08%
$890M
$4.28 Million 0.06% of portfolio
290,926
Q4 2024 Added 2,745.24%
$13.5B
$4.37 Million 0.06% of portfolio
63,262
Q4 2024 New
$166B
$4.34 Million 0.06% of portfolio
57,404
Q4 2024 Added 6.07%
$0
$4.38 Million 0.06% of portfolio
18,083
Q4 2024 Added 208.27%
$75.2B
$4.48 Million 0.06% of portfolio
36,522
Q4 2024 Reduced 0.99%

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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