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
$10.8B
$1.72 Million 0.03% of portfolio
47,161
Q2 2025 Reduced 1.32%
$92.8B
$1.85 Million 0.03% of portfolio
5,396
Q2 2025 Reduced 0.5%
$94.7B
$1.82 Million 0.03% of portfolio
2,488
Q2 2025 Added 0.08%
$0
$1.91 Million 0.03% of portfolio
9,859
Q2 2025 Reduced 1.73%
$5.59B
$1.84 Million 0.03% of portfolio
25,415
Q2 2025 Reduced 0.74%
$133B
$1.74 Million 0.03% of portfolio
23,662
Q2 2025 Reduced 1.87%
$15.6B
$1.68 Million 0.03% of portfolio
12,286
Q2 2025 Reduced 2.88%
$49.3B
$2.2 Million 0.03% of portfolio
66,649
Q2 2025 Added 46.96%
$28.1B
$2.14 Million 0.03% of portfolio
20,255
Q2 2025 Added 4.89%
$179B
$2.13 Million 0.03% of portfolio
23,335
Q2 2025 Reduced 0.23%
$0
$1.97 Million 0.03% of portfolio
82,667
Q2 2025 Reduced 7.89%
$97.8B
$1.95 Million 0.03% of portfolio
12,223
Q2 2025 Added 3.95%
$0
$2.26 Million 0.03% of portfolio
27,180
Q2 2025 Added 0.28%
$0
$1.86 Million 0.03% of portfolio
29,761
Q2 2025 Added 0.92%
$45.1B
$2.21 Million 0.03% of portfolio
17,174
Q2 2025 Added 0.3%
$0
$2.04 Million 0.03% of portfolio
23,279
Q2 2025 Added 111.07%
$0
$2.15 Million 0.03% of portfolio
38,872
Q2 2025 Reduced 2.45%
$101B
$2.16 Million 0.03% of portfolio
9,892
Q2 2025 Added 1.33%
$38.4B
$2.05 Million 0.03% of portfolio
3,736
Q2 2025 Added 0.24%
$6.72B
$2.18 Million 0.03% of portfolio
40,000
Q4 2024 New
$0
$2.27 Million 0.03% of portfolio
22,867
Q2 2025 Reduced 0.9%
$6.04B
$2.25 Million 0.03% of portfolio
13,253
Q2 2025 Reduced 2.54%
$0
$2.06 Million 0.03% of portfolio
38,311
Q2 2025 Added 1.54%
$65.4B
$1.97 Million 0.03% of portfolio
18,711
Q2 2025 Reduced 2.9%
$295B
$2.25 Million 0.03% of portfolio
2,803
Q2 2025 Reduced 2.03%
$664M
$2.11 Million 0.03% of portfolio
83,147
Q2 2025 Reduced 0.24%
$233B
$2.07 Million 0.03% of portfolio
29,634
Q2 2025 Reduced 4.97%
$1.85B
$2.23 Million 0.03% of portfolio
147,298
Q2 2025 Reduced 25.25%
$3.32B
$1.83 Million 0.03% of portfolio
8,303
Q2 2025 Reduced 3.35%
$1.19B
$1.85 Million 0.03% of portfolio
33,023
Q2 2025 Added 57.76%
$30.9B
$2.03 Million 0.03% of portfolio
12,040
Q2 2025 Added 10.15%
$48.5B
$1.88 Million 0.03% of portfolio
1,812
Q2 2025 Added 24.45%
$104B
$1.67 Million 0.03% of portfolio
55,936
Q2 2025 Added 12.01%
$51B
$1.83 Million 0.03% of portfolio
24,607
Q2 2025 Reduced 5.37%
$111B
$2.04 Million 0.03% of portfolio
6,324
Q2 2025 Reduced 0.57%
$89.6B
$1.88 Million 0.03% of portfolio
83,991
Q2 2025 Added 2.35%
$66.3B
$1.22 Million 0.02% of portfolio
14,424
Q2 2025 Reduced 1.6%
$15.2B
$1.35 Million 0.02% of portfolio
11,231
Q2 2025 Reduced 15.15%
$2.26B
$1.03 Million 0.02% of portfolio
12,950
Q2 2025 Added 19.69%
$22.8B
$1.12 Million 0.02% of portfolio
70,000
Q4 2024 Added 16.67%
$112B
$1.31 Million 0.02% of portfolio
3,427
Q2 2025 Added 0.71%
$4.04B
$1.56 Million 0.02% of portfolio
36,633
Q2 2025 Reduced 9.05%
$53B
$1.61 Million 0.02% of portfolio
42,944
Q2 2025 Reduced 2.94%
$30.2B
$1.43 Million 0.02% of portfolio
24,557
Q2 2025 Reduced 0.65%
$491M
$1.07 Million 0.02% of portfolio
40,351
Q2 2025 Added 91.01%
$50.7B
$1.01 Million 0.02% of portfolio
20,660
Q1 2025 Added 0.72%
$19.9B
$1.1 Million 0.02% of portfolio
10,500
Q4 2024 Added 31.25%
$26.4B
$1.13 Million 0.02% of portfolio
2,409
Q2 2025 Added 0.54%
$0
$1.52 Million 0.02% of portfolio
22,654
Q2 2025 Reduced 0.75%

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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