Pinnacle Associates LTD Portfolio Holdings

Pinnacle Associates LTD

  • $6.59 Billion
  • Q2 2025

Pinnacle Associates LTD has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.59 Billion distributed in 850 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $306M, Apple Inc. with a value of $264M, Microsoft Corp with a value of $219M, Nvidia Corp with a value of $154M, and Broadcom Inc. with a value of $131M.

Examining the 13F form we can see an increase of $36.5M in the current position value, from $6.56B to 6.59B.

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

Portfolio value $6.59 Billion
ETFs: $1.56 Billion
Technology: $1.51 Billion
Financial Services: $745 Million
Healthcare: $682 Million
Industrials: $583 Million
Communication Services: $455 Million
Consumer Cyclical: $452 Million
Energy: $233 Million
Other: $376 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.3B
$3.47 Million 0.05% of portfolio
106,469
Q2 2025 Reduced 2.9%
$172B
$3.27 Million 0.05% of portfolio
3,180
Q2 2025 Added 3.82%
$64.4B
$3.21 Million 0.05% of portfolio
12,551
Q2 2025 Reduced 0.66%
$36.8B
$3.58 Million 0.05% of portfolio
35,720
Q2 2025 Reduced 0.17%
$0
$3.51 Million 0.05% of portfolio
16,617
Q2 2025 Reduced 4.26%
$253M
$3.45 Million 0.05% of portfolio
340,374
Q2 2025 Added 5.53%
$0
$3.43 Million 0.05% of portfolio
12,314
Q2 2025 Reduced 0.1%
$0
$3.22 Million 0.05% of portfolio
7,343
Q2 2025 Added 16.13%
$10.8B
$2.33 Million 0.04% of portfolio
40,914
Q2 2025 Reduced 32.19%
$9.13B
$2.51 Million 0.04% of portfolio
40,054
Q2 2025 Reduced 0.63%
$0
$2.84 Million 0.04% of portfolio
116,235
Q2 2025 Reduced 1.64%
$182B
$2.68 Million 0.04% of portfolio
5,083
Q2 2025 Added 2.21%
$201B
$2.39 Million 0.04% of portfolio
3,030
Q2 2025 Added 5.87%
$102B
$2.73 Million 0.04% of portfolio
14,864
Q2 2025 Reduced 8.56%
$0
$2.54 Million 0.04% of portfolio
25,487
Q2 2025 Reduced 5.33%
$17.1B
$2.67 Million 0.04% of portfolio
7,650
Q2 2025 Reduced 9.38%
$55B
$2.9 Million 0.04% of portfolio
39,622
Q2 2025 Reduced 0.25%
$36.7B
$2.64 Million 0.04% of portfolio
21,553
Q2 2025 Reduced 6.83%
$0
$2.33 Million 0.04% of portfolio
44,459
Q2 2025 Added 0.63%
$0
$2.72 Million 0.04% of portfolio
29,606
Q2 2025 Added 26.55%
$0
$2.82 Million 0.04% of portfolio
30,545
Q2 2025 Reduced 0.49%
$38.7B
$2.66 Million 0.04% of portfolio
10,971
Q2 2025 Reduced 25.55%
$102B
$2.55 Million 0.04% of portfolio
43,737
Q2 2025 Reduced 5.37%
$73.8B
$2.39 Million 0.04% of portfolio
9,702
Q2 2025 Reduced 0.36%
$68B
$2.32 Million 0.04% of portfolio
51,307
Q2 2025 Reduced 2.54%
$11B
$2.72 Million 0.04% of portfolio
91,493
Q2 2025 Added 0.03%
$423B
$2.92 Million 0.04% of portfolio
4
Q4 2024 Added 100.0%
$119B
$2.69 Million 0.04% of portfolio
11,296
Q2 2025 Reduced 49.39%
$63.8B
$2.66 Million 0.04% of portfolio
26,338
Q2 2025 Reduced 47.91%
$10.4B
$2.53 Million 0.04% of portfolio
10,891
Q2 2025 Reduced 0.95%
$63.6B
$2.48 Million 0.04% of portfolio
3,286
Q2 2025 Reduced 3.47%
$79.5B
$2.61 Million 0.04% of portfolio
20,818
Q2 2025 Added 23.96%
$112B
$2.51 Million 0.04% of portfolio
36,362
Q2 2025 Reduced 14.5%
$155B
$2.39 Million 0.04% of portfolio
39,132
Q2 2025 Reduced 0.85%
$0
$2.7 Million 0.04% of portfolio
45,203
Q2 2025 Reduced 8.3%
$0
$2.61 Million 0.04% of portfolio
33,724
Q2 2025 Reduced 0.91%
$40.5B
$2.95 Million 0.04% of portfolio
12,123
Q2 2025 Reduced 3.16%
$68.2B
$2.9 Million 0.04% of portfolio
93,499
Q2 2025 Reduced 0.24%
$0
$2.37 Million 0.04% of portfolio
74,520
Q2 2025 Added 0.46%
$0
$1.76 Million 0.03% of portfolio
13,918
Q2 2025 Reduced 9.01%
$0
$2.04 Million 0.03% of portfolio
40,624
Q2 2025 Reduced 3.3%
$0
$1.69 Million 0.03% of portfolio
15,395
Q2 2025 Reduced 0.88%
$16.6B
$2.31 Million 0.03% of portfolio
28,741
Q2 2025 Reduced 1.79%
$2.91B
$1.69 Million 0.03% of portfolio
53,700
Q2 2025 Added 6.76%
$0
$1.8 Million 0.03% of portfolio
58,659
Q2 2025 Added 5.17%
$48.9B
$1.88 Million 0.03% of portfolio
19,022
Q2 2025 Reduced 6.13%
$3.68B
$1.97 Million 0.03% of portfolio
4,885
Q2 2025 Added 0.31%
$0
$2.25 Million 0.03% of portfolio
24,431
Q2 2025 Reduced 0.41%
$36.7B
$1.89 Million 0.03% of portfolio
19,066
Q2 2025 Reduced 0.42%

Summary

  • Portfolio
  • No. of Stocks 850
  • Current Value $6.59 Billion
  • Prior Value $6.56 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 43 stocks
  • Additional Purchases 272 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 467 stocks
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