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
$10.1B
$2.78 Million 0.04% of portfolio
100,896
Q4 2024 Reduced 1.91%
$50.9B
$2.96 Million 0.04% of portfolio
12,602
Q4 2024 Reduced 11.48%
$56.8B
$2.51 Million 0.04% of portfolio
52,406
Q4 2024 Reduced 5.03%
$70.5B
$2.79 Million 0.04% of portfolio
32,690
Q4 2024 Reduced 27.43%
$1.3B
$2.84 Million 0.04% of portfolio
64,697
Q4 2024 Reduced 22.91%
$787B
$2.51 Million 0.04% of portfolio
12,730
Q4 2024 Added 3.59%
$173B
$1.82 Million 0.03% of portfolio
26,461
Q4 2024 Reduced 48.66%
$14B
$2.28 Million 0.03% of portfolio
29,843
Q4 2024 Reduced 1.94%
$4.5B
$1.82 Million 0.03% of portfolio
25,450
Q4 2024 Reduced 8.15%
$86.4B
$1.84 Million 0.03% of portfolio
5,403
Q4 2024 Added 77.5%
$31.4B
$1.94 Million 0.03% of portfolio
3,750
Q4 2024 Reduced 4.65%
$48.2B
$2.38 Million 0.03% of portfolio
18,196
Q4 2024 Reduced 8.37%
$162B
$2.15 Million 0.03% of portfolio
37,936
Q4 2024 Reduced 10.76%
$1.9B
$2.44 Million 0.03% of portfolio
70,037
Q4 2024 Reduced 9.11%
$41B
$2.43 Million 0.03% of portfolio
3,444
Q4 2024 Reduced 46.3%
$21.7B
$1.9 Million 0.03% of portfolio
17,481
Q4 2024 Added 111.0%
$151B
$1.95 Million 0.03% of portfolio
3,925
Q4 2024 Added 55.94%
$138B
$1.79 Million 0.03% of portfolio
24,181
Q4 2024 Reduced 73.87%
$37.7B
$1.84 Million 0.03% of portfolio
15,563
Q4 2024 Reduced 1.34%
$109B
$2.12 Million 0.03% of portfolio
9,960
Q4 2024 Added 48.7%
$209B
$1.96 Million 0.03% of portfolio
29,958
Q4 2024 Added 14.14%
$5.68B
$2.04 Million 0.03% of portfolio
13,192
Q4 2024 Added 0.26%
$550M
$2.41 Million 0.03% of portfolio
132,580
Q4 2024 Reduced 61.27%
$540M
$2.17 Million 0.03% of portfolio
53,021
Q4 2024 Reduced 19.41%
$7.91B
$2.17 Million 0.03% of portfolio
59,205
Q4 2024 Reduced 1.28%
$165B
$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%
$88.6B
$2.42 Million 0.03% of portfolio
16,237
Q4 2024 Added 60.44%
$2.05B
$1.77 Million 0.03% of portfolio
12,937
Q4 2024 Reduced 40.42%
$68.6B
$2.23 Million 0.03% of portfolio
21,513
Q4 2024 Added 10.19%
$63.3B
$1.8 Million 0.03% of portfolio
33,784
Q4 2024 Reduced 19.09%
$22.7B
$1.83 Million 0.03% of portfolio
9,842
Q4 2024 New
$17.4B
$2.16 Million 0.03% of portfolio
13,320
Q4 2024 Reduced 11.53%
$5.01B
$1.85 Million 0.03% of portfolio
64,411
Q4 2024 Reduced 11.26%
$27.2M
$1.79 Million 0.03% of portfolio
489,693
Q4 2024 Added 4.61%
$86.8B
$1.54 Million 0.02% of portfolio
52,126
Q4 2024 Reduced 24.94%
$70.2B
$1.62 Million 0.02% of portfolio
21,366
Q4 2024 Reduced 19.08%
$22.1B
$1.77 Million 0.02% of portfolio
15,347
Q4 2024 New
$100B
$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%
$72.1B
$1.1 Million 0.02% of portfolio
3,887
Q4 2024 Added 165.14%
$301B
$1.21 Million 0.02% of portfolio
4,927
Q4 2024 Added 137.33%
$440M
$1.2 Million 0.02% of portfolio
220,198
Q4 2024 Added 30.62%
$28.3B
$1.12 Million 0.02% of portfolio
25,004
Q4 2024 Added 22.3%
$14B
$1.56 Million 0.02% of portfolio
8,341
Q3 2024 Reduced 0.14%
$0
$1.17 Million 0.02% of portfolio
95,656
Q4 2024 Reduced 7.07%
$6.38B
$1.3 Million 0.02% of portfolio
10,583
Q4 2024 Added 3.14%
$23B
$1.23 Million 0.02% of portfolio
6,572
Q4 2024 Reduced 2.14%
$44.3B
$1.73 Million 0.02% of portfolio
32,097
Q4 2024 Added 8.43%

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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