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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$432B
$869 Million 12.28% of portfolio
6,010,881
Q4 2024 Added 359.79%
$3.79T
$339 Million 4.79% of portfolio
1,354,382
Q4 2024 Added 1.22%
$2.99T
$194 Million 2.74% of portfolio
460,111
Q4 2024 Reduced 8.91%
$77.6B
$125 Million 1.76% of portfolio
538,389
Q4 2024 Added 653.72%
$292B
$121 Million 1.7% of portfolio
898,429
Q4 2024 Added 770.04%
$2.12T
$116 Million 1.64% of portfolio
530,664
Q4 2024 Added 5.52%
$738B
$107 Million 1.51% of portfolio
446,577
Q4 2024 Reduced 6.65%
$1.44T
$96.9 Million 1.37% of portfolio
164,294
Q4 2024 Added 14.36%
$1.06T
$75.4 Million 1.07% of portfolio
396,057
Q4 2024 Reduced 3.13%
$1.02T
$71.8 Million 1.01% of portfolio
379,525
Q4 2024 Added 2.2%
$577B
$64 Million 0.9% of portfolio
202,399
Q4 2024 Reduced 3.98%
$3.89B
$62.5 Million 0.88% of portfolio
1,477,249
Q4 2024 Added 1.95%
$396B
$58.1 Million 0.82% of portfolio
149,333
Q4 2024 Reduced 0.5%
$210B
$57.2 Million 0.81% of portfolio
454,945
Q4 2024 Reduced 3.57%
$57.9B
$57.4 Million 0.81% of portfolio
248,953
Q4 2024 Reduced 29.51%
$212B
$49.3 Million 0.7% of portfolio
166,073
Q4 2024 Reduced 13.87%
$23.4B
$46.5 Million 0.66% of portfolio
400,689
Q4 2024 Reduced 20.66%
$236B
$46.6 Million 0.66% of portfolio
468,903
Q4 2024 Reduced 1.09%
$73.7B
$44.5 Million 0.63% of portfolio
62,463
Q4 2024 Reduced 6.72%
$263B
$43.2 Million 0.61% of portfolio
730,241
Q4 2024 Reduced 8.45%
$339B
$41.8 Million 0.59% of portfolio
950,045
Q4 2024 Reduced 3.52%
$883B
$41.2 Million 0.58% of portfolio
53,328
Q4 2024 Reduced 8.52%
$179B
$40.5 Million 0.57% of portfolio
111,606
Q4 2024 Added 16.25%
$115B
$38.6 Million 0.54% of portfolio
116,172
Q4 2024 Reduced 8.16%
$2.13B
$37.4 Million 0.53% of portfolio
514,838
Q4 2024 Added 37.22%
$414B
$37.6 Million 0.53% of portfolio
224,378
Q4 2024 Reduced 3.86%
$436B
$37.1 Million 0.52% of portfolio
222,508
Q4 2024 Added 0.56%
$3.55B
$35.1 Million 0.5% of portfolio
667,210
Q4 2024 Reduced 6.45%
$464B
$34.6 Million 0.49% of portfolio
37,783
Q4 2024 Reduced 18.5%
$7.72B
$35 Million 0.49% of portfolio
482,683
Q4 2024 Reduced 28.93%
$25.8B
$34.6 Million 0.49% of portfolio
20,057
Q4 2024 Added 13.6%
$4.77B
$34.5 Million 0.49% of portfolio
318,183
Q4 2024 Reduced 20.13%
$225B
$34 Million 0.48% of portfolio
154,686
Q4 2024 Added 17.99%
$1.47B
$33.9 Million 0.48% of portfolio
1,703,183
Q4 2024 Reduced 28.29%
$261B
$33 Million 0.47% of portfolio
365,499
Q4 2024 Added 184.51%
$108B
$32.3 Million 0.46% of portfolio
187,247
Q4 2024 Reduced 2.5%
$7.39B
$30.6 Million 0.43% of portfolio
202,522
Q4 2024 Reduced 16.61%
$17.2B
$29.4 Million 0.42% of portfolio
415,843
Q4 2024 Reduced 16.0%
$103B
$29.6 Million 0.42% of portfolio
351,739
Q4 2024 Added 53.0%
$31.4B
$28.8 Million 0.41% of portfolio
185,685
Q4 2024 Reduced 17.96%
$295B
$28.1 Million 0.4% of portfolio
194,037
Q4 2024 Added 13.5%
$45.2B
$28.6 Million 0.4% of portfolio
161,010
Q4 2024 Added 13.44%
$141B
$28.6 Million 0.4% of portfolio
126,424
Q4 2024 Added 4.03%
$4.44B
$28 Million 0.4% of portfolio
333,107
Q4 2024 Reduced 18.31%
$3.94B
$26.8 Million 0.38% of portfolio
118,591
Q4 2024 Reduced 10.67%
$191B
$27.1 Million 0.38% of portfolio
234,152
Q4 2024 Reduced 1.78%
$439B
$26.2 Million 0.37% of portfolio
243,313
Q4 2024 Added 14.67%
$65.2B
$24.6 Million 0.35% of portfolio
87,332
Q4 2024 Reduced 10.05%
$141B
$24.5 Million 0.35% of portfolio
348,194
Q4 2024 Added 28.63%

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
Track This Portfolio

Track Pinnacle Associates LTD Portfolio

Follow Pinnacle Associates LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Associates LTD, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Associates LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email