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
$0
$4.26 Million 0.06% of portfolio
32,471
Q4 2024 Reduced 2.57%
$160B
$3.91 Million 0.06% of portfolio
16,300
Q4 2024 Added 1.46%
$37.7B
$4.22 Million 0.06% of portfolio
55,404
Q4 2024 Reduced 6.69%
$80.4B
$4.34 Million 0.06% of portfolio
11,744
Q4 2024 Added 13.21%
$23.7B
$3.42 Million 0.05% of portfolio
104,492
Q4 2024 Reduced 25.94%
$21.9B
$3.32 Million 0.05% of portfolio
8,939
Q4 2024 Added 0.99%
$0
$3.61 Million 0.05% of portfolio
26,643
Q4 2024 Reduced 10.31%
$41.4B
$3.25 Million 0.05% of portfolio
38,457
Q4 2024 Reduced 14.89%
$0
$3.26 Million 0.05% of portfolio
32,145
Q4 2024 Added 424.13%
$62.2B
$3.61 Million 0.05% of portfolio
111,925
Q4 2024 Reduced 10.07%
$88.8B
$3.65 Million 0.05% of portfolio
85,992
Q4 2024 Reduced 6.05%
$0
$3.77 Million 0.05% of portfolio
24,298
Q4 2024 Added 2.64%
$56.7B
$3.25 Million 0.05% of portfolio
15,120
Q4 2024 Reduced 1.32%
$46.8B
$3.79 Million 0.05% of portfolio
61,935
Q4 2024 Reduced 6.26%
$12.4B
$3.76 Million 0.05% of portfolio
108,465
Q4 2024 Reduced 8.96%
$25.5B
$3.19 Million 0.05% of portfolio
79,405
Q4 2024 Reduced 25.61%
$60.4B
$3.78 Million 0.05% of portfolio
33,143
Q4 2024 Reduced 5.2%
$223B
$3.6 Million 0.05% of portfolio
21,613
Q4 2024 Added 10.12%
$867M
$3.79 Million 0.05% of portfolio
591,589
Q4 2024 Reduced 17.45%
$0
$3.25 Million 0.05% of portfolio
117,226
Q4 2024 Added 169.16%
$0
$3.74 Million 0.05% of portfolio
31,805
Q4 2024 Added 13.91%
$51.5B
$3.33 Million 0.05% of portfolio
23,716
Q4 2024 Reduced 3.84%
$6.04B
$3.57 Million 0.05% of portfolio
117,246
Q4 2024 Reduced 9.69%
$442M
$3.73 Million 0.05% of portfolio
277,448
Q4 2024 New
$65.2B
$3.26 Million 0.05% of portfolio
33,600
Q4 2024 Added 63.9%
$4.34B
$3.58 Million 0.05% of portfolio
158,920
Q4 2024 Reduced 2.35%
$167B
$3.19 Million 0.05% of portfolio
3,007
Q4 2024 Added 42.31%
$28.6B
$3.22 Million 0.05% of portfolio
56,147
Q4 2024 Reduced 46.88%
$183B
$3.31 Million 0.05% of portfolio
667
Q4 2024 Reduced 0.15%
$0
$3.76 Million 0.05% of portfolio
74,946
Q4 2024 Added 32.98%
$75.5B
$3.87 Million 0.05% of portfolio
8,255
Q4 2024 Reduced 0.45%
$0
$3.27 Million 0.05% of portfolio
36,688
Q4 2024 Reduced 6.68%
$173B
$3.57 Million 0.05% of portfolio
41,467
Q4 2024 Added 25.54%
$0
$2.76 Million 0.04% of portfolio
41,665
Q4 2024 Added 4.88%
$1.26B
$3.1 Million 0.04% of portfolio
174,675
Q4 2024 Reduced 55.1%
$103B
$2.56 Million 0.04% of portfolio
48,884
Q4 2024 Reduced 10.29%
$0
$2.77 Million 0.04% of portfolio
36,690
Q4 2024 Reduced 25.56%
$0
$2.98 Million 0.04% of portfolio
18,663
Q4 2024 Added 0.24%
$0
$2.98 Million 0.04% of portfolio
27,450
Q4 2024 Reduced 2.55%
$76.3B
$3.09 Million 0.04% of portfolio
18,989
Q4 2024 Added 22.81%
$62.8B
$3.05 Million 0.04% of portfolio
111,416
Q4 2024 Reduced 10.63%
$0
$2.98 Million 0.04% of portfolio
78,141
Q4 2024 Added 25.4%
$0
$2.9 Million 0.04% of portfolio
112,122
Q4 2024 Added 82.48%
$0
$2.73 Million 0.04% of portfolio
32,190
Q4 2024 Reduced 1.17%
$100B
$2.83 Million 0.04% of portfolio
19,145
Q4 2024 Reduced 1.45%
$0
$2.95 Million 0.04% of portfolio
23,303
Q4 2024 Reduced 3.09%
$684M
$2.57 Million 0.04% of portfolio
220,172
Q4 2024 New
$8.37B
$3.18 Million 0.04% of portfolio
56,902
Q4 2024 Added 9.04%
$910M
$2.7 Million 0.04% of portfolio
87,748
Q4 2024 Reduced 35.8%

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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