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
$1.73B
$4.25 Million 0.06% of portfolio
277,739
Q3 2025 Reduced 3.95%
$405M
$4.14 Million 0.06% of portfolio
674,875
Q3 2025 Reduced 1.62%
$19.9B
$4.31 Million 0.06% of portfolio
55,388
Q3 2025 Reduced 2.79%
$94.5B
$3.95 Million 0.06% of portfolio
31,901
Q3 2025 Reduced 0.31%
$0
$4.34 Million 0.06% of portfolio
13,310
Q3 2025 Added 8.09%
$269B
$4.23 Million 0.06% of portfolio
17,659
Q3 2025 Reduced 2.16%
$0
$4.13 Million 0.06% of portfolio
21,997
Q3 2025 Reduced 7.2%
$68.5B
$4.4 Million 0.06% of portfolio
32,367
Q3 2025 Added 0.03%
$481M
$4.5 Million 0.06% of portfolio
327,272
Q3 2025 Reduced 3.85%
$1.48T
$4.46 Million 0.06% of portfolio
15,959
Q3 2025 Reduced 3.44%
$96.9B
$4.19 Million 0.06% of portfolio
82,945
Q3 2025 Added 0.94%
$0
$3.73 Million 0.05% of portfolio
19,047
Q3 2025 Reduced 0.52%
$3.63B
$3.83 Million 0.05% of portfolio
150,150
Q3 2025 Reduced 1.67%
$73.4B
$3.74 Million 0.05% of portfolio
105,275
Q3 2025 Reduced 1.12%
$0
$3.68 Million 0.05% of portfolio
47,951
Q3 2025 Reduced 1.51%
$0
$3.55 Million 0.05% of portfolio
7,410
Q3 2025 Added 0.91%
$0
$3.77 Million 0.05% of portfolio
77,957
Q3 2025 Reduced 1.32%
$0
$3.81 Million 0.05% of portfolio
16,232
Q3 2025 Reduced 2.32%
$200B
$3.38 Million 0.05% of portfolio
626
Q3 2025 Reduced 0.63%
$25.4B
$3.44 Million 0.05% of portfolio
48,384
Q3 2025 Reduced 0.27%
$29.5B
$3.48 Million 0.05% of portfolio
54,208
Q3 2025 Reduced 12.37%
$2.32B
$3.45 Million 0.05% of portfolio
114,845
Q3 2025 Added 0.5%
$62.3B
$3.75 Million 0.05% of portfolio
33,368
Q3 2025 Reduced 3.86%
$0
$3.91 Million 0.05% of portfolio
45,863
Q3 2025 Reduced 10.36%
$557M
$3.45 Million 0.05% of portfolio
85,042
Q3 2025 Added 427.88%
$64.7B
$3.75 Million 0.05% of portfolio
33,407
Q3 2025 Reduced 0.07%
$5.89B
$3.63 Million 0.05% of portfolio
104,970
Q3 2025 Reduced 2.93%
$83.1M
$3.24 Million 0.05% of portfolio
1,388,723
Q3 2025 Added 1.83%
$132B
$3.54 Million 0.05% of portfolio
14,320
Q3 2025 Reduced 9.52%
$144B
$3.36 Million 0.05% of portfolio
7,341
Q3 2025 Added 3.73%
$0
$3.43 Million 0.05% of portfolio
28,401
Q3 2025 Reduced 12.33%
$0
$3.63 Million 0.05% of portfolio
38,931
Q3 2025 Added 2.45%
$28.1B
$3.63 Million 0.05% of portfolio
72,004
Q3 2025 Reduced 5.14%
$12.8B
$3.52 Million 0.05% of portfolio
101,522
Q3 2025 Reduced 3.26%
$97.3B
$3.9 Million 0.05% of portfolio
46,153
Q3 2025 Reduced 5.33%
$0
$3.69 Million 0.05% of portfolio
44,642
Q3 2025 Added 0.87%
$0
$3.38 Million 0.05% of portfolio
32,752
Q3 2025 Added 7.23%
$50.4B
$3.93 Million 0.05% of portfolio
64,302
Q3 2025 Reduced 0.95%
$0
$3.4 Million 0.05% of portfolio
114,557
Q3 2025 Reduced 4.95%
$65.7B
$3.77 Million 0.05% of portfolio
12,562
Q3 2025 Added 0.09%
$0
$3.72 Million 0.05% of portfolio
26,290
Q3 2025 Reduced 1.75%
$61.6B
$3.42 Million 0.05% of portfolio
120,959
Q3 2025 Added 9.42%
$0
$3.24 Million 0.05% of portfolio
22,748
Q2 2025 Reduced 3.19%
$23.5B
$3.68 Million 0.05% of portfolio
105,083
Q3 2025 Reduced 0.37%
$36B
$3.53 Million 0.05% of portfolio
35,137
Q3 2025 Reduced 1.63%
$1.16B
$2.81 Million 0.04% of portfolio
154,656
Q3 2025 Reduced 12.09%
$0
$3.02 Million 0.04% of portfolio
108,231
Q3 2025 Reduced 1.56%
$13.5B
$2.87 Million 0.04% of portfolio
35,378
Q3 2025 Reduced 11.67%
$79.5B
$2.75 Million 0.04% of portfolio
21,994
Q3 2025 Added 5.65%

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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