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
$13.1B
$3.15 Million 0.05% of portfolio
106,180
Q1 2025 Reduced 2.11%
$0
$3.3 Million 0.05% of portfolio
36,431
Q1 2025 Reduced 0.7%
$39.6B
$3.17 Million 0.05% of portfolio
38,509
Q1 2025 Added 0.14%
$0
$3.34 Million 0.05% of portfolio
13,089
Q1 2025 Reduced 22.53%
$78.3B
$2.36 Million 0.04% of portfolio
9,737
Q1 2025 Added 0.17%
$0
$2.67 Million 0.04% of portfolio
51,548
Q1 2025 Added 126.41%
$96.4B
$2.78 Million 0.04% of portfolio
46,218
Q1 2025 Reduced 0.67%
$108B
$2.38 Million 0.04% of portfolio
9,762
Q1 2025 Reduced 1.99%
$44.9B
$2.44 Million 0.04% of portfolio
17,122
Q1 2025 Reduced 5.9%
$0
$2.59 Million 0.04% of portfolio
110,376
Q1 2025 Reduced 1.56%
$167B
$2.53 Million 0.04% of portfolio
4,973
Q1 2025 Added 26.7%
$0
$2.76 Million 0.04% of portfolio
23,498
Q1 2025 Added 0.84%
$10.7B
$2.49 Million 0.04% of portfolio
91,467
Q1 2025 Reduced 9.35%
$0
$2.61 Million 0.04% of portfolio
118,176
Q1 2025 Added 2.09%
$204B
$2.44 Million 0.04% of portfolio
3,063
Q1 2025 Added 1.86%
$0
$2.32 Million 0.04% of portfolio
30,695
Q1 2025 Reduced 4.64%
$0
$2.66 Million 0.04% of portfolio
18,946
Q1 2025 Added 1.52%
$98B
$2.8 Million 0.04% of portfolio
16,256
Q1 2025 Added 0.12%
$1.46B
$2.59 Million 0.04% of portfolio
64,547
Q1 2025 Reduced 0.23%
$160B
$2.35 Million 0.04% of portfolio
39,466
Q1 2025 Added 4.03%
$21.6B
$2.48 Million 0.04% of portfolio
70,987
Q1 2025 Reduced 10.6%
$8.99B
$2.48 Million 0.04% of portfolio
10,995
Q4 2024 Added 10.69%
$778M
$2.44 Million 0.04% of portfolio
83,347
Q1 2025 Reduced 5.02%
$708M
$2.94 Million 0.04% of portfolio
559,414
Q1 2025 Reduced 5.44%
$0
$2.34 Million 0.04% of portfolio
6,323
Q1 2025 Added 5.58%
$60B
$2.52 Million 0.04% of portfolio
39,723
Q1 2025 Added 4.35%
$0
$2.39 Million 0.04% of portfolio
34,033
Q1 2025 Added 44.87%
$8.88B
$2.79 Million 0.04% of portfolio
60,334
Q1 2025 Added 1.91%
$6.41B
$2.32 Million 0.04% of portfolio
40,000
Q4 2024 New
$77.1B
$2.9 Million 0.04% of portfolio
16,151
Q1 2025 Reduced 0.15%
$0
$2.54 Million 0.04% of portfolio
49,297
Q1 2025 Reduced 0.15%
$7.52B
$2.9 Million 0.04% of portfolio
40,306
Q1 2025 Added 189.26%
$0
$2.61 Million 0.04% of portfolio
12,326
Q1 2025 Reduced 31.84%
$0
$2.65 Million 0.04% of portfolio
44,639
Q1 2025 Added 2.25%
$0
$2.79 Million 0.04% of portfolio
17,357
Q1 2025 Reduced 0.43%
$6.19B
$2.37 Million 0.04% of portfolio
13,598
Q1 2025 Added 3.08%
$0
$1.78 Million 0.03% of portfolio
29,491
Q1 2025 Added 5.23%
$0
$1.96 Million 0.03% of portfolio
15,297
Q1 2025 Reduced 0.51%
$0
$2.09 Million 0.03% of portfolio
24,531
Q4 2024 Added 16.09%
$39.5B
$1.76 Million 0.03% of portfolio
15,737
Q1 2025 Added 1.12%
$0
$1.93 Million 0.03% of portfolio
89,752
Q1 2025 Reduced 2.87%
$46.4B
$2.11 Million 0.03% of portfolio
20,264
Q1 2025 Reduced 41.86%
$34.6B
$1.78 Million 0.03% of portfolio
3,727
Q1 2025 Reduced 0.61%
$23.9B
$1.99 Million 0.03% of portfolio
19,311
Q1 2025 Added 10.47%
$1.1T
$2.18 Million 0.03% of portfolio
13,129
Q1 2025 Added 3.13%
$92.6B
$1.69 Million 0.03% of portfolio
49,939
Q1 2025 Reduced 4.2%
$15.6B
$1.73 Million 0.03% of portfolio
12,650
Q1 2025 Added 3.82%
$101B
$1.67 Million 0.03% of portfolio
2,486
Q1 2025 Added 16.06%
$79.5B
$2.1 Million 0.03% of portfolio
16,794
Q1 2025 Added 0.34%

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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