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
$21.5B
$2.84 Million 0.04% of portfolio
49,372
Q4 2024 Reduced 0.94%
$479B
$2.72 Million 0.04% of portfolio
4
Q4 2024 Added 100.0%
$0
$2.89 Million 0.04% of portfolio
17,432
Q4 2024 Reduced 0.25%
$74.3B
$2.95 Million 0.04% of portfolio
94,160
Q4 2024 Reduced 29.04%
$88.9B
$2.87 Million 0.04% of portfolio
63,905
Q4 2024 Reduced 63.43%
$266M
$3.17 Million 0.04% of portfolio
226,742
Q4 2024 New
$97.4B
$2.74 Million 0.04% of portfolio
46,531
Q4 2024 Reduced 9.76%
$99.4B
$2.84 Million 0.04% of portfolio
11,727
Q4 2024 Added 2.11%
$59.7B
$3.11 Million 0.04% of portfolio
24,429
Q4 2024 Reduced 22.46%
$37.5B
$2.87 Million 0.04% of portfolio
12,702
Q4 2024 Added 26.34%
$53B
$2.6 Million 0.04% of portfolio
38,066
Q4 2024 Reduced 6.36%
$0
$2.68 Million 0.04% of portfolio
115,752
Q4 2024 Added 369.6%
$39.2B
$3.18 Million 0.04% of portfolio
35,656
Q4 2024 Reduced 5.56%
$0
$2.78 Million 0.04% of portfolio
49,373
Q4 2024 Reduced 11.38%
$6.41B
$2.76 Million 0.04% of portfolio
40,000
Q4 2024 New
$56.1B
$3.17 Million 0.04% of portfolio
34,325
Q4 2024 Reduced 15.68%
$68.8B
$2.88 Million 0.04% of portfolio
16,175
Q4 2024 Reduced 8.14%
$8.7B
$2.63 Million 0.04% of portfolio
10,995
Q4 2024 Added 10.69%
$1.99B
$2.76 Million 0.04% of portfolio
50,441
Q4 2024 Added 52.13%
$34.5B
$2.83 Million 0.04% of portfolio
15,375
Q4 2024 Reduced 14.66%
$10.4B
$2.78 Million 0.04% of portfolio
100,896
Q4 2024 Reduced 1.91%
$54.8B
$2.96 Million 0.04% of portfolio
12,602
Q4 2024 Reduced 11.48%
$62.7B
$2.51 Million 0.04% of portfolio
52,406
Q4 2024 Reduced 5.03%
$75.5B
$2.79 Million 0.04% of portfolio
32,690
Q4 2024 Reduced 27.43%
$1.44B
$2.84 Million 0.04% of portfolio
64,697
Q4 2024 Reduced 22.91%
$861B
$2.51 Million 0.04% of portfolio
12,730
Q4 2024 Added 3.59%
$173B
$1.82 Million 0.03% of portfolio
26,461
Q4 2024 Reduced 48.66%
$0
$2.03 Million 0.03% of portfolio
15,375
Q4 2024 Added 13.42%
$0
$1.77 Million 0.03% of portfolio
9,279
Q4 2024 Added 20.6%
$15.3B
$2.28 Million 0.03% of portfolio
29,843
Q4 2024 Reduced 1.94%
$0
$1.96 Million 0.03% of portfolio
40,097
Q4 2024 Reduced 16.62%
$0
$1.87 Million 0.03% of portfolio
19,320
Q4 2024 Reduced 1.32%
$0
$2.25 Million 0.03% of portfolio
44,630
Q4 2024 Added 603.5%
$5.24B
$1.82 Million 0.03% of portfolio
25,450
Q4 2024 Reduced 8.15%
$90.5B
$1.84 Million 0.03% of portfolio
5,403
Q4 2024 Added 77.5%
$0
$1.99 Million 0.03% of portfolio
41,084
Q4 2024 Added 4.92%
$29.8B
$1.94 Million 0.03% of portfolio
3,750
Q4 2024 Reduced 4.65%
$48B
$2.38 Million 0.03% of portfolio
18,196
Q4 2024 Reduced 8.37%
$151B
$2.15 Million 0.03% of portfolio
37,936
Q4 2024 Reduced 10.76%
$0
$2.46 Million 0.03% of portfolio
5,989
Q4 2024 Added 48.57%
$2.11B
$2.44 Million 0.03% of portfolio
70,037
Q4 2024 Reduced 9.11%
$43.4B
$2.43 Million 0.03% of portfolio
3,444
Q4 2024 Reduced 46.3%
$0
$2.14 Million 0.03% of portfolio
27,103
Q4 2024 Reduced 13.01%
$23.4B
$1.9 Million 0.03% of portfolio
17,481
Q4 2024 Added 111.0%
$76.5B
$1.96 Million 0.03% of portfolio
9,720
Q4 2024 Added 21.41%
$166B
$1.95 Million 0.03% of portfolio
3,925
Q4 2024 Added 55.94%
$0
$2.17 Million 0.03% of portfolio
24,531
Q4 2024 Added 16.09%
$142B
$1.79 Million 0.03% of portfolio
24,181
Q4 2024 Reduced 73.87%
$0
$2.1 Million 0.03% of portfolio
92,401
Q4 2024 Added 170.21%

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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