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
$10.4B
$1.15 Million 0.02% of portfolio
12,933
Q4 2024 Reduced 10.12%
$3.98B
$1.24 Million 0.02% of portfolio
95,758
Q4 2024 New
$49.9B
$1.35 Million 0.02% of portfolio
1,278
Q4 2024 Added 312.26%
$50.9B
$1.26 Million 0.02% of portfolio
19,900
Q3 2023 Reduced 0.05%
$46B
$1.41 Million 0.02% of portfolio
28,600
Q4 2024 Reduced 78.29%
$29.2B
$1.54 Million 0.02% of portfolio
11,319
Q4 2024 Reduced 18.83%
$100B
$1.22 Million 0.02% of portfolio
4,406
Q4 2024 Added 9.47%
$0
$1.5 Million 0.02% of portfolio
17,024
Q4 2024 Reduced 28.35%
$6.53B
$1.35 Million 0.02% of portfolio
12,357
Q4 2024 Reduced 66.06%
$21.1B
$1.15 Million 0.02% of portfolio
10,500
Q4 2024 Added 31.25%
$3.63B
$1.21 Million 0.02% of portfolio
36,233
Q4 2024 Reduced 26.3%
$45.8B
$1.12 Million 0.02% of portfolio
14,983
Q4 2024 Added 1.13%
$0
$1.16 Million 0.02% of portfolio
8,775
Q4 2024 Reduced 13.35%
$0
$1.59 Million 0.02% of portfolio
15,370
Q4 2024 Added 7.94%
$4.23B
$1.1 Million 0.02% of portfolio
14,067
Q4 2024 Reduced 42.89%
$181M
$1.07 Million 0.02% of portfolio
215,006
Q4 2024 New
$0
$1.09 Million 0.02% of portfolio
11,286
Q4 2024 Reduced 2.59%
$36.4B
$1.18 Million 0.02% of portfolio
3,730
Q4 2024 Added 1.3%
$33.9B
$1.15 Million 0.02% of portfolio
11,089
Q4 2024 Reduced 4.56%
$175B
$1.26 Million 0.02% of portfolio
2,406
Q4 2024 Reduced 5.72%
$0
$1.59 Million 0.02% of portfolio
14,896
Q4 2024 Added 10.89%
$0
$1.23 Million 0.02% of portfolio
24,086
Q4 2024 Reduced 15.84%
$581M
$1.43 Million 0.02% of portfolio
103,081
Q4 2024 Reduced 18.03%
$0
$1.41 Million 0.02% of portfolio
33,752
Q4 2024 Added 397.74%
$78.1B
$1.52 Million 0.02% of portfolio
2,393
Q4 2024 Added 43.04%
$20.7B
$1.67 Million 0.02% of portfolio
14,767
Q4 2024 Reduced 8.77%
$0
$1.65 Million 0.02% of portfolio
31,887
Q4 2024 Added 1.57%
$1.39B
$1.28 Million 0.02% of portfolio
21,237
Q4 2024 Added 10,518.5%
$800M
$1.2 Million 0.02% of portfolio
57,511
Q4 2024 Reduced 80.67%
$43B
$1.68 Million 0.02% of portfolio
18,129
Q4 2024 Reduced 9.9%
$7.03B
$1.3 Million 0.02% of portfolio
124,248
Q4 2024 Reduced 27.63%
$0
$1.57 Million 0.02% of portfolio
15,717
Q4 2024 Added 464.34%
$25.1B
$1.08 Million 0.02% of portfolio
11,315
Q4 2024 New
$15.6B
$1.67 Million 0.02% of portfolio
12,185
Q4 2024 Added 1.52%
$1.9B
$1.12 Million 0.02% of portfolio
34,988
Q4 2024 Reduced 41.46%
$29.8B
$1.41 Million 0.02% of portfolio
4,943
Q4 2024 Reduced 43.15%
$0
$1.49 Million 0.02% of portfolio
23,492
Q4 2024 Reduced 20.75%
$8.44B
$1.2 Million 0.02% of portfolio
13,934
Q4 2024 Added 15.09%
$0
$1.64 Million 0.02% of portfolio
28,026
Q4 2024 Reduced 9.79%
$0
$1.42 Million 0.02% of portfolio
5,343
Q4 2024 Reduced 8.84%
$263B
$1.47 Million 0.02% of portfolio
2,127
Q4 2024 Reduced 37.59%
$93.2B
$1.7 Million 0.02% of portfolio
84,836
Q4 2024 Reduced 76.32%
$0
$1.07 Million 0.02% of portfolio
13,282
Q4 2024 Added 60.9%
$0
$1.72 Million 0.02% of portfolio
6,139
Q4 2024 Added 41.55%
$0
$1.07 Million 0.02% of portfolio
13,731
Q4 2024 Reduced 10.93%
$104B
$1.23 Million 0.02% of portfolio
3,328
Q4 2024 Added 3.1%
$0
$1.14 Million 0.02% of portfolio
10,184
Q4 2024 Reduced 5.0%
$0
$1.49 Million 0.02% of portfolio
12,976
Q4 2024 Reduced 31.74%
$1.73B
$1.2 Million 0.02% of portfolio
55,301
Q4 2024 Reduced 18.44%

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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