Pinnacle Associates LTD Portfolio Holdings

Pinnacle Associates LTD

  • $7.15 Billion
  • Q3 2025

Pinnacle Associates LTD has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.15 Billion distributed in 868 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $319M, Johnson & Johnson with a value of $308M, Microsoft Corp with a value of $223M, Nvidia Corp with a value of $178M, and Broadcom Inc. with a value of $154M.

Examining the 13F form we can see an increase of $560M in the current position value, from $6.59B to 7.15B.

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

Portfolio value $7.15 Billion
ETFs: $1.68 Billion
Technology: $1.68 Billion
Financial Services: $793 Million
Healthcare: $737 Million
Industrials: $651 Million
Communication Services: $496 Million
Consumer Cyclical: $476 Million
Energy: $256 Million
Other: $382 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$716M
$6.62 Million 0.09% of portfolio
480,214
Q3 2025 Added 25.83%
$72.9B
$6.4 Million 0.09% of portfolio
24,685
Q3 2025 Reduced 0.41%
$1.54B
$6.54 Million 0.09% of portfolio
248,364
Q3 2025 Reduced 3.47%
$2.69B
$6.48 Million 0.09% of portfolio
121,525
Q3 2025 Reduced 3.55%
$342B
$6.76 Million 0.09% of portfolio
37,033
Q3 2025 Reduced 9.3%
$0
$6.4 Million 0.09% of portfolio
22,716
Q3 2025 Reduced 1.5%
$113B
$5.37 Million 0.08% of portfolio
46,867
Q3 2025 Reduced 0.98%
$5.39B
$5.44 Million 0.08% of portfolio
88,592
Q3 2025 Reduced 4.23%
$77.9B
$5.77 Million 0.08% of portfolio
92,300
Q3 2025 Added 0.16%
$0
$5.38 Million 0.08% of portfolio
60,208
Q3 2025 Reduced 8.65%
$1.3B
$5.63 Million 0.08% of portfolio
2,417,762
Q3 2025 Added 0.21%
$1.27B
$5.63 Million 0.08% of portfolio
124,411
Q3 2025 Reduced 1.43%
$0
$5.41 Million 0.08% of portfolio
38,907
Q3 2025 Reduced 6.58%
$0
$5.92 Million 0.08% of portfolio
38,378
Q3 2025 Reduced 2.05%
$4B
$5.58 Million 0.08% of portfolio
70,472
Q3 2025 Reduced 3.2%
$23.2B
$5.56 Million 0.08% of portfolio
65,562
Q3 2025 Reduced 0.89%
$67.3B
$5.84 Million 0.08% of portfolio
20,918
Q3 2025 Reduced 0.02%
$170B
$5.62 Million 0.08% of portfolio
38,873
Q3 2025 Reduced 1.54%
$0
$5.47 Million 0.08% of portfolio
109,283
Q3 2025 Added 2.14%
$26.5B
$5.95 Million 0.08% of portfolio
41,576
Q3 2025 Reduced 6.13%
$55.1B
$5.34 Million 0.07% of portfolio
28,526
Q3 2025 Reduced 6.31%
$3.03B
$4.66 Million 0.07% of portfolio
159,827
Q3 2025 Reduced 4.52%
$0
$5.24 Million 0.07% of portfolio
37,894
Q3 2025 Added 37.6%
$85.9B
$4.91 Million 0.07% of portfolio
8,057
Q3 2025 Reduced 0.78%
$1.47B
$5.23 Million 0.07% of portfolio
64,950
Q3 2025 Reduced 4.01%
$14.7B
$5.1 Million 0.07% of portfolio
62,583
Q3 2025 Reduced 3.3%
$442M
$4.77 Million 0.07% of portfolio
355,188
Q3 2025 Reduced 2.32%
$96.9B
$5.04 Million 0.07% of portfolio
11,943
Q3 2025 Reduced 0.06%
$99.2B
$4.87 Million 0.07% of portfolio
108,073
Q3 2025 Reduced 8.0%
$137B
$4.89 Million 0.07% of portfolio
13,223
Q3 2025 Reduced 1.17%
$37.5B
$4.68 Million 0.07% of portfolio
82,462
Q3 2025 Reduced 0.49%
$2.77B
$5.02 Million 0.07% of portfolio
147,490
Q3 2025 Reduced 8.96%
$102B
$4.66 Million 0.07% of portfolio
61,854
Q3 2025 Reduced 1.24%
$161B
$5.31 Million 0.07% of portfolio
26,779
Q3 2025 Added 0.61%
$0
$5.02 Million 0.07% of portfolio
41,995
Q3 2025 Added 1.98%
$0
$5.05 Million 0.07% of portfolio
74,223
Q3 2025 Reduced 1.26%
$0
$5.25 Million 0.07% of portfolio
71,513
Q3 2025 Reduced 3.16%
$0
$5.27 Million 0.07% of portfolio
91,630
Q3 2025 Added 33.73%
$0
$4.59 Million 0.06% of portfolio
32,273
Q3 2025 Added 0.17%
$83.6B
$4.38 Million 0.06% of portfolio
33,600
Q2 2025 Reduced 0.08%
$47.8B
$4.16 Million 0.06% of portfolio
61,719
Q3 2025 Added 0.04%
$16.9B
$4.51 Million 0.06% of portfolio
50,242
Q3 2025 Reduced 3.34%
$123B
$4.02 Million 0.06% of portfolio
14,250
Q3 2025 Reduced 0.91%
$130B
$4.51 Million 0.06% of portfolio
12,674
Q3 2025 Added 1.62%
$0
$4.1 Million 0.06% of portfolio
12,806
Q3 2025 Reduced 1.91%
$63.5M
$4.56 Million 0.06% of portfolio
958,966
Q3 2025 Reduced 1.61%
$10.7B
$3.98 Million 0.06% of portfolio
52,472
Q3 2025 Reduced 1.67%
$0
$3.94 Million 0.06% of portfolio
94,416
Q3 2025 Added 3.68%
$1.23B
$4.05 Million 0.06% of portfolio
497,052
Q3 2025 Reduced 3.11%

Summary

  • Portfolio
  • No. of Stocks 868
  • Current Value $7.15 Billion
  • Prior Value $6.59 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 42 stocks
  • Additional Purchases 249 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 468 stocks
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