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
$0
$1.83 Million 0.03% of portfolio
9,892
Q4 2024 Added 1.95%
$41B
$1.84 Million 0.03% of portfolio
15,563
Q4 2024 Reduced 1.34%
$115B
$2.12 Million 0.03% of portfolio
9,960
Q4 2024 Added 48.7%
$232B
$1.96 Million 0.03% of portfolio
29,958
Q4 2024 Added 14.14%
$6.06B
$2.04 Million 0.03% of portfolio
13,192
Q4 2024 Added 0.26%
$571M
$2.41 Million 0.03% of portfolio
132,580
Q4 2024 Reduced 61.27%
$597M
$2.17 Million 0.03% of portfolio
53,021
Q4 2024 Reduced 19.41%
$9.67B
$2.17 Million 0.03% of portfolio
59,205
Q4 2024 Reduced 1.28%
$170B
$1.79 Million 0.03% of portfolio
2,841
Q4 2024 Added 113.93%
$79.5B
$2.1 Million 0.03% of portfolio
16,737
Q4 2024 Added 0.41%
$97.4B
$2.42 Million 0.03% of portfolio
16,237
Q4 2024 Added 60.44%
$0
$2.17 Million 0.03% of portfolio
71,310
Q4 2024 Added 135.07%
$1.67B
$1.77 Million 0.03% of portfolio
12,937
Q4 2024 Reduced 40.42%
$68.4B
$2.23 Million 0.03% of portfolio
21,513
Q4 2024 Added 10.19%
$70.8B
$1.8 Million 0.03% of portfolio
33,784
Q4 2024 Reduced 19.09%
$26.4B
$1.83 Million 0.03% of portfolio
9,842
Q4 2024 New
$5.62B
$1.85 Million 0.03% of portfolio
64,411
Q4 2024 Reduced 11.26%
$0
$2.18 Million 0.03% of portfolio
40,626
Q4 2024 Reduced 23.64%
$34.3M
$1.79 Million 0.03% of portfolio
489,693
Q4 2024 Added 4.61%
$0
$1.6 Million 0.02% of portfolio
17,489
Q4 2024 New
$0
$1.35 Million 0.02% of portfolio
14,094
Q4 2024 Reduced 1.32%
$106B
$1.54 Million 0.02% of portfolio
52,126
Q4 2024 Reduced 24.94%
$85.6B
$1.62 Million 0.02% of portfolio
21,366
Q4 2024 Reduced 19.08%
$25.3B
$1.77 Million 0.02% of portfolio
15,347
Q4 2024 New
$95B
$1.22 Million 0.02% of portfolio
2,142
Q4 2024 Reduced 17.04%
$0
$1.14 Million 0.02% of portfolio
55,150
Q4 2024 Reduced 3.35%
$69.8B
$1.1 Million 0.02% of portfolio
3,887
Q4 2024 Added 165.14%
$319B
$1.21 Million 0.02% of portfolio
4,927
Q4 2024 Added 137.33%
$481M
$1.2 Million 0.02% of portfolio
220,198
Q4 2024 Added 30.62%
$0
$1.43 Million 0.02% of portfolio
7,550
Q2 2024 Reduced 0.09%
$28.3B
$1.12 Million 0.02% of portfolio
25,004
Q4 2024 Added 22.3%
$14.2B
$1.56 Million 0.02% of portfolio
8,341
Q3 2024 Reduced 0.14%
$0
$1.28 Million 0.02% of portfolio
22,768
Q4 2024 Added 6.81%
$0
$1.17 Million 0.02% of portfolio
95,656
Q4 2024 Reduced 7.07%
$8.7B
$1.3 Million 0.02% of portfolio
10,583
Q4 2024 Added 3.14%
$25.2B
$1.23 Million 0.02% of portfolio
6,572
Q4 2024 Reduced 2.14%
$45.4B
$1.73 Million 0.02% of portfolio
32,097
Q4 2024 Added 8.43%
$57.2B
$1.48 Million 0.02% of portfolio
27,500
Q4 2024 Reduced 1.08%
$23.3B
$1.75 Million 0.02% of portfolio
23,554
Q4 2024 Reduced 18.3%
$108B
$1.29 Million 0.02% of portfolio
24,159
Q4 2024 Reduced 8.63%
$30.8B
$1.4 Million 0.02% of portfolio
7,441
Q4 2024 Reduced 0.68%
$128M
$1.63 Million 0.02% of portfolio
501,850
Q4 2024 Reduced 27.05%
$51.1B
$1.58 Million 0.02% of portfolio
44,394
Q4 2024 Reduced 6.58%
$49.2M
$1.6 Million 0.02% of portfolio
1,324,723
Q4 2024 Added 189.59%
$44.4B
$1.46 Million 0.02% of portfolio
25,617
Q4 2024 Reduced 8.89%
$937M
$1.76 Million 0.02% of portfolio
49,322
Q4 2024 Added 682.76%
$71.7B
$1.32 Million 0.02% of portfolio
5,860
Q4 2024 Added 37.69%
$0
$1.25 Million 0.02% of portfolio
21,976
Q4 2024 Reduced 11.08%
$2.84B
$1.41 Million 0.02% of portfolio
4,860
Q4 2024 Added 67.18%

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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