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
$17.9B
$24.2 Million 0.34% of portfolio
471,404
Q4 2024 Reduced 6.01%
$6.08B
$23.7 Million 0.33% of portfolio
338,678
Q4 2024 Reduced 14.38%
$2.99B
$23.1 Million 0.33% of portfolio
795,251
Q4 2024 Added 11.02%
$174B
$22.3 Million 0.32% of portfolio
38,993
Q4 2024 Reduced 7.4%
$306B
$23 Million 0.32% of portfolio
129,470
Q4 2024 Added 4.72%
$493B
$21.7 Million 0.31% of portfolio
41,290
Q4 2024 Reduced 2.56%
$733M
$21.6 Million 0.31% of portfolio
1,247,391
Q4 2024 Added 29.46%
$24.5B
$21.2 Million 0.3% of portfolio
412,146
Q4 2024 Reduced 15.43%
$762B
$21 Million 0.3% of portfolio
52,008
Q4 2024 Reduced 14.93%
$4.24B
$21.5 Million 0.3% of portfolio
599,026
Q4 2024 Added 15.98%
$150B
$20.7 Million 0.29% of portfolio
551,993
Q4 2024 Reduced 24.72%
$197B
$20.7 Million 0.29% of portfolio
136,184
Q4 2024 Reduced 3.57%
$130B
$19.9 Million 0.28% of portfolio
277,836
Q4 2024 Added 15.32%
$4.07B
$19.1 Million 0.27% of portfolio
547,642
Q4 2024 Added 19.32%
$3.57B
$18.9 Million 0.27% of portfolio
122,976
Q4 2024 Reduced 25.76%
$118B
$18.1 Million 0.26% of portfolio
111,547
Q4 2024 Reduced 4.78%
$331M
$18.1 Million 0.26% of portfolio
1,729,324
Q4 2024 Added 2.1%
$44.1B
$17.6 Million 0.25% of portfolio
159,434
Q4 2024 Added 6.49%
$2.09B
$17.1 Million 0.24% of portfolio
389,704
Q4 2024 Added 4.65%
$162B
$17.3 Million 0.24% of portfolio
38,933
Q4 2024 Reduced 13.76%
$167B
$17 Million 0.24% of portfolio
32,718
Q4 2024 Reduced 5.74%
$3.32B
$16.6 Million 0.23% of portfolio
143,490
Q4 2024 Reduced 18.79%
$229B
$15.3 Million 0.22% of portfolio
52,718
Q4 2024 Reduced 4.0%
$124B
$15.2 Million 0.22% of portfolio
574,217
Q4 2024 Reduced 26.81%
$148B
$15.2 Million 0.22% of portfolio
58,470
Q4 2024 Added 3.39%
$155B
$15.1 Million 0.21% of portfolio
136,019
Q4 2024 Reduced 21.28%
$4.44B
$15.1 Million 0.21% of portfolio
240,602
Q4 2024 Added 6.52%
$35.2B
$14.7 Million 0.21% of portfolio
309,034
Q4 2024 Added 0.07%
$122B
$14.6 Million 0.21% of portfolio
30,063
Q4 2024 Reduced 1.69%
$94.8B
$14.7 Million 0.21% of portfolio
72,919
Q4 2024 Added 2.59%
$96B
$14.3 Million 0.2% of portfolio
157,033
Q4 2024 Reduced 33.54%
$3.4B
$14.3 Million 0.2% of portfolio
162,856
Q4 2024 Reduced 9.2%
$3.75B
$13.4 Million 0.19% of portfolio
285,532
Q4 2024 Added 10.52%
$511M
$13.4 Million 0.19% of portfolio
416,269
Q4 2024 Reduced 16.57%
$3.89B
$13.2 Million 0.19% of portfolio
385,973
Q4 2024 Reduced 17.67%
$61.5B
$13.7 Million 0.19% of portfolio
71,294
Q4 2024 Reduced 7.8%
$3.21B
$13.3 Million 0.19% of portfolio
600,427
Q4 2024 Added 3.7%
$1.5B
$13.3 Million 0.19% of portfolio
275,906
Q4 2024 Added 271.02%
$246B
$13.1 Million 0.19% of portfolio
186,684
Q4 2024 Reduced 7.59%
$1.81B
$13.7 Million 0.19% of portfolio
380,174
Q4 2024 Reduced 17.43%
$185B
$13.5 Million 0.19% of portfolio
336,806
Q4 2024 Reduced 18.9%
$900M
$12.7 Million 0.18% of portfolio
353,703
Q4 2024 Reduced 15.93%
$50.2B
$12.5 Million 0.18% of portfolio
68,581
Q4 2024 Added 75.55%
$193B
$12.7 Million 0.18% of portfolio
557,512
Q4 2024 Added 28.72%
$229B
$11.9 Million 0.17% of portfolio
104,947
Q4 2024 Added 2.43%
$40.7B
$12.1 Million 0.17% of portfolio
34,828
Q4 2024 Reduced 4.64%
$316B
$11.8 Million 0.17% of portfolio
188,764
Q4 2024 Added 1.1%
$178B
$11.8 Million 0.17% of portfolio
33,559
Q4 2024 Added 10.28%
$8.11B
$11.9 Million 0.17% of portfolio
362,348
Q4 2024 Added 24.51%

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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