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
$37.9B
$6.9 Million 0.1% of portfolio
168,242
Q4 2024 Reduced 3.8%
$80.7B
$7.22 Million 0.1% of portfolio
21,111
Q4 2024 Added 31.3%
$56.7B
$7.43 Million 0.1% of portfolio
32,735
Q4 2024 Reduced 2.97%
$1.12B
$7.03 Million 0.1% of portfolio
290,460
Q4 2024 Reduced 1.95%
$177B
$7.35 Million 0.1% of portfolio
37,793
Q4 2024 Added 24.38%
$105B
$6.79 Million 0.1% of portfolio
120,083
Q4 2024 Reduced 54.86%
$68.2B
$7.08 Million 0.1% of portfolio
56,212
Q4 2024 Reduced 8.73%
$56.9B
$6.15 Million 0.09% of portfolio
24,882
Q4 2024 Reduced 25.95%
$446M
$6.63 Million 0.09% of portfolio
237,669
Q4 2024 Reduced 11.25%
$5.92B
$6.15 Million 0.09% of portfolio
38,947
Q4 2024 Reduced 4.41%
$1.49B
$6.49 Million 0.09% of portfolio
382,886
Q4 2024 Reduced 58.84%
$2.02B
$6.46 Million 0.09% of portfolio
201,720
Q4 2024 Reduced 13.62%
$614M
$6.73 Million 0.09% of portfolio
3,157,706
Q4 2024 Added 18.27%
$2.45B
$6.25 Million 0.09% of portfolio
148,493
Q4 2024 Added 24.41%
$28.5B
$6.04 Million 0.09% of portfolio
33,502
Q4 2024 Added 131.21%
$224B
$6.41 Million 0.09% of portfolio
102,164
Q4 2024 Reduced 22.94%
$94.3B
$5.99 Million 0.08% of portfolio
56,696
Q4 2024 Reduced 9.8%
$34.1B
$5.41 Million 0.08% of portfolio
84,808
Q4 2024 Reduced 10.2%
$15.6B
$5.78 Million 0.08% of portfolio
67,139
Q4 2024 Reduced 0.39%
$136B
$5.77 Million 0.08% of portfolio
25,134
Q4 2024 Added 0.83%
$92.3B
$5.57 Million 0.08% of portfolio
93,212
Q4 2024 Reduced 22.9%
$30.1B
$5.32 Million 0.08% of portfolio
24,069
Q4 2024 Added 51.86%
$238B
$5.71 Million 0.08% of portfolio
58,720
Q4 2024 Reduced 3.74%
$270M
$5.52 Million 0.08% of portfolio
322,524
Q4 2024 Added 463.04%
$41.8B
$5.76 Million 0.08% of portfolio
27,381
Q4 2024 Added 0.18%
$86.8M
$5.99 Million 0.08% of portfolio
958,163
Q4 2024 Added 20.71%
$3.23B
$5.87 Million 0.08% of portfolio
130,023
Q4 2024 Reduced 15.68%
$149B
$5.53 Million 0.08% of portfolio
91,612
Q4 2024 Added 63.17%
$126B
$5.19 Million 0.07% of portfolio
12,896
Q4 2024 Added 113.55%
$1.29B
$5.28 Million 0.07% of portfolio
331,961
Q4 2024 New
$60B
$5.01 Million 0.07% of portfolio
20,811
Q4 2024 Added 1.12%
$61.7B
$5.26 Million 0.07% of portfolio
68,403
Q4 2024 Reduced 10.82%
$425M
$4.89 Million 0.07% of portfolio
487,965
Q4 2024 Reduced 18.99%
$42.9B
$4.71 Million 0.07% of portfolio
34,853
Q4 2024 Reduced 14.74%
$25.8B
$5.12 Million 0.07% of portfolio
84,647
Q4 2024 Reduced 0.57%
$63.7B
$5.19 Million 0.07% of portfolio
37,199
Q4 2024 Reduced 12.24%
$326B
$4.98 Million 0.07% of portfolio
22,568
Q4 2024 Reduced 7.86%
$148B
$4.96 Million 0.07% of portfolio
41,073
Q4 2024 Reduced 7.78%
$3.89B
$5.27 Million 0.07% of portfolio
221,592
Q4 2024 Added 292.45%
$43.6B
$5.18 Million 0.07% of portfolio
29,876
Q4 2024 Reduced 7.75%
$131B
$5.01 Million 0.07% of portfolio
13,921
Q4 2024 Added 72.7%
$90.7B
$4.2 Million 0.06% of portfolio
19,763
Q4 2024 Added 14.93%
$14.4B
$4.54 Million 0.06% of portfolio
53,208
Q4 2024 Added 26.14%
$636M
$4.02 Million 0.06% of portfolio
666,001
Q4 2024 Reduced 19.11%
$119B
$4.23 Million 0.06% of portfolio
15,295
Q4 2024 Reduced 7.08%
$830M
$4.28 Million 0.06% of portfolio
290,926
Q4 2024 Added 2,745.24%
$13.2B
$4.37 Million 0.06% of portfolio
63,262
Q4 2024 New
$182B
$4.34 Million 0.06% of portfolio
57,404
Q4 2024 Added 6.07%
$64.8B
$4.48 Million 0.06% of portfolio
36,522
Q4 2024 Reduced 0.99%

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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