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
$75.1B
$6.2 Million 0.09% of portfolio
56,514
Q1 2025 Added 1.18%
$68.6B
$5.66 Million 0.09% of portfolio
24,895
Q1 2025 Added 0.05%
$101B
$6.21 Million 0.09% of portfolio
55,561
Q1 2025 Reduced 2.0%
$3.48B
$6.2 Million 0.09% of portfolio
98,253
Q1 2025 Reduced 6.35%
$46.8B
$5.9 Million 0.09% of portfolio
28,180
Q1 2025 Added 2.92%
$99.4B
$5.76 Million 0.09% of portfolio
58,696
Q1 2025 Reduced 62.62%
$1.3B
$6.17 Million 0.09% of portfolio
91,435
Q1 2025 Reduced 4.79%
$0
$5.62 Million 0.09% of portfolio
69,683
Q1 2025 Reduced 13.82%
$295B
$5.58 Million 0.09% of portfolio
20,921
Q1 2025 Reduced 7.3%
$81.1B
$5.59 Million 0.09% of portfolio
38,354
Q1 2025 Added 3.1%
$2.04B
$5.69 Million 0.09% of portfolio
357,723
Q1 2025 Reduced 6.57%
$0
$5.24 Million 0.08% of portfolio
39,978
Q1 2025 Added 5.55%
$1.85B
$5.15 Million 0.08% of portfolio
197,043
Q1 2025 Reduced 2.32%
$3.42B
$5.16 Million 0.08% of portfolio
80,878
Q1 2025 Reduced 3.77%
$0
$5.42 Million 0.08% of portfolio
209,331
Q1 2025 Added 0.57%
$61.6B
$5.48 Million 0.08% of portfolio
20,725
Q1 2025 Reduced 0.41%
$14.9B
$5.37 Million 0.08% of portfolio
64,799
Q1 2025 Reduced 3.49%
$147B
$5.42 Million 0.08% of portfolio
26,457
Q1 2025 Added 5.26%
$74.7B
$5.56 Million 0.08% of portfolio
50,558
Q1 2025 Reduced 28.77%
$54.7B
$5.1 Million 0.08% of portfolio
29,898
Q1 2025 Added 0.07%
$2.59B
$5.19 Million 0.08% of portfolio
143,375
Q1 2025 Reduced 3.45%
$72.7B
$5.34 Million 0.08% of portfolio
63,613
Q1 2025 Reduced 7.0%
$49.9B
$4.82 Million 0.07% of portfolio
18,950
Q1 2025 Added 408.04%
$0
$4.51 Million 0.07% of portfolio
158,620
Q1 2025 Added 8.32%
$0
$4.86 Million 0.07% of portfolio
78,202
Q1 2025 Reduced 5.33%
$207M
$4.26 Million 0.07% of portfolio
322,524
Q4 2024 Added 463.04%
$0
$4.27 Million 0.07% of portfolio
127,419
Q1 2025 Added 403.57%
$91.4M
$4.83 Million 0.07% of portfolio
1,004,564
Q1 2025 Added 4.84%
$0
$4.37 Million 0.07% of portfolio
82,012
Q1 2025 Added 0.76%
$119B
$4.38 Million 0.07% of portfolio
14,488
Q1 2025 Reduced 5.28%
$155B
$4.58 Million 0.07% of portfolio
16,191
Q1 2025 Reduced 0.67%
$120B
$4.5 Million 0.07% of portfolio
22,321
Q1 2025 Added 12.94%
$199B
$4.83 Million 0.07% of portfolio
47,040
Q1 2025 Reduced 46.18%
$0
$4.52 Million 0.07% of portfolio
73,235
Q1 2025 Added 0.87%
$32.3B
$4.61 Million 0.07% of portfolio
77,071
Q1 2025 Reduced 9.12%
$0
$4.71 Million 0.07% of portfolio
39,910
Q1 2025 Added 6.36%
$264B
$4.65 Million 0.07% of portfolio
23,214
Q1 2025 Added 7.41%
$695M
$4.44 Million 0.07% of portfolio
279,726
Q1 2025 Reduced 3.85%
$84.4B
$4.36 Million 0.07% of portfolio
64,293
Q1 2025 Added 0.61%
$0
$4.77 Million 0.07% of portfolio
23,122
Q1 2025 Reduced 5.19%
$442M
$4.8 Million 0.07% of portfolio
357,665
Q1 2025 Added 28.91%
$146B
$4.9 Million 0.07% of portfolio
40,197
Q1 2025 Reduced 2.13%
$69.1B
$4.36 Million 0.07% of portfolio
34,027
Q1 2025 Reduced 6.83%
$18.4B
$4.08 Million 0.06% of portfolio
52,147
Q1 2025 Reduced 1.99%
$0
$3.84 Million 0.06% of portfolio
91,191
Q1 2025 Added 16.7%
$0
$3.7 Million 0.06% of portfolio
31,780
Q1 2025 Reduced 0.08%
$57.1B
$4.07 Million 0.06% of portfolio
32,948
Q1 2025 Reduced 0.59%
$0
$3.81 Million 0.06% of portfolio
76,883
Q1 2025 Added 2.58%
$638M
$3.81 Million 0.06% of portfolio
478,693
Q1 2025 Reduced 1.9%

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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