Pinnacle Associates LTD Portfolio Holdings

Pinnacle Associates LTD

  • $6.59 Billion
  • Q2 2025

Pinnacle Associates LTD has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.59 Billion distributed in 850 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $306M, Apple Inc. with a value of $264M, Microsoft Corp with a value of $219M, Nvidia Corp with a value of $154M, and Broadcom Inc. with a value of $131M.

Examining the 13F form we can see an increase of $36.5M in the current position value, from $6.56B to 6.59B.

Below you can find more details about Pinnacle Associates LTD portfolio as well as his latest detailed transactions.

Portfolio value $6.59 Billion
ETFs: $1.56 Billion
Technology: $1.51 Billion
Financial Services: $745 Million
Healthcare: $682 Million
Industrials: $583 Million
Communication Services: $455 Million
Consumer Cyclical: $452 Million
Energy: $233 Million
Other: $376 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$709M
$1.05 Million 0.02% of portfolio
36,220
Q2 2025 Added 18.68%
$173B
$1.54 Million 0.02% of portfolio
22,510
Q2 2025 Reduced 2.1%
$72.6B
$1.4 Million 0.02% of portfolio
19,800
Q2 2025 Reduced 0.6%
$0
$1.26 Million 0.02% of portfolio
15,170
Q2 2025 Added 7.71%
$34.3B
$1.44 Million 0.02% of portfolio
7,399
Q2 2025 Reduced 1.0%
$90.5B
$1.36 Million 0.02% of portfolio
4,108
Q2 2025 Reduced 4.62%
$3.15B
$1.62 Million 0.02% of portfolio
67,020
Q2 2025 Added 11.15%
$4.26B
$1.24 Million 0.02% of portfolio
26,755
Q2 2025 Reduced 3.55%
$7.04B
$990,000 0.02% of portfolio
938
Q2 2025 Reduced 0.95%
$1.75B
$1.07 Million 0.02% of portfolio
31,926
Q2 2025 Added 79.95%
$77B
$1.06 Million 0.02% of portfolio
5,688
Q2 2025 Reduced 6.52%
$17.6B
$1.03 Million 0.02% of portfolio
3,125
Q2 2025 Reduced 7.68%
$0
$1.21 Million 0.02% of portfolio
55,172
Q2 2025 Added 0.02%
$137B
$1.09 Million 0.02% of portfolio
1,417
Q2 2025 Added 2.38%
$0
$1.34 Million 0.02% of portfolio
9,905
Q2 2025 Added 15.86%
$35.1B
$1.02 Million 0.02% of portfolio
10,763
Q2 2025 Reduced 2.52%
$17.3B
$1.6 Million 0.02% of portfolio
60,287
Q2 2025 Reduced 15.07%
$1.49B
$996,000 0.02% of portfolio
58,289
Q2 2025 Reduced 27.93%
$8.8B
$1.3 Million 0.02% of portfolio
100,557
Q2 2025 Reduced 6.14%
$94.9B
$1.62 Million 0.02% of portfolio
2,317
Q2 2025 Added 10.97%
$745M
$1.1 Million 0.02% of portfolio
37,000
Q2 2025 New
$38.3B
$1.61 Million 0.02% of portfolio
14,958
Q2 2025 Reduced 4.95%
$516M
$1.42 Million 0.02% of portfolio
156,004
Q2 2025 Reduced 28.55%
$75.6B
$1.02 Million 0.02% of portfolio
3,799
Q2 2025 Added 0.48%
$74.4B
$1.34 Million 0.02% of portfolio
3,452
Q2 2025 Added 17.26%
$39.8B
$1.61 Million 0.02% of portfolio
4,842
Q2 2025 Reduced 0.7%
$4.38B
$1.53 Million 0.02% of portfolio
17,845
Q2 2025 Added 6.73%
$3.18B
$1.06 Million 0.02% of portfolio
13,253
Q2 2025 Reduced 1.59%
$23.7B
$1.46 Million 0.02% of portfolio
15,091
Q2 2025 Reduced 1.15%
$515M
$1.09 Million 0.02% of portfolio
54,446
Q2 2025 Added 49.59%
$56.4B
$1.6 Million 0.02% of portfolio
15,852
Q2 2025 Reduced 8.63%
$74.3B
$1.13 Million 0.02% of portfolio
38,590
Q2 2025 Added 23.37%
$0
$1.62 Million 0.02% of portfolio
17,024
Q4 2024 Reduced 28.35%
$0
$1.14 Million 0.02% of portfolio
11,716
Q2 2025 Reduced 14.6%
$83.4B
$1.55 Million 0.02% of portfolio
31,444
Q2 2025 Reduced 0.86%
$91.1B
$1.43 Million 0.02% of portfolio
20,096
Q2 2025 Reduced 4.75%
$61.6B
$1.27 Million 0.02% of portfolio
3,953
Q2 2025 Added 3.78%
$21.7B
$995,000 0.02% of portfolio
54,693
Q2 2025 Reduced 1.12%
$176B
$1.38 Million 0.02% of portfolio
11,977
Q2 2025 Reduced 0.38%
$0
$1.18 Million 0.02% of portfolio
98,885
Q2 2025 Added 0.0%
$651M
$1 Million 0.02% of portfolio
53,464
Q2 2025 Added 23.36%
$4.97B
$1.17 Million 0.02% of portfolio
11,562
Q2 2025 Reduced 3.3%
$76.3M
$1.08 Million 0.02% of portfolio
1,363,723
Q2 2025 Added 4.92%
$63.3B
$1.37 Million 0.02% of portfolio
12,942
Q2 2025 Added 279.98%
$309M
$1.02 Million 0.02% of portfolio
59,184
Q2 2025 Added 32.76%
$19.5B
$1.32 Million 0.02% of portfolio
3,250
Q2 2025 Added 8.51%
$12.3B
$1.05 Million 0.02% of portfolio
20,242
Q2 2025 Reduced 32.07%
$999M
$1.56 Million 0.02% of portfolio
226,945
Q2 2025 Added 432.23%
$0
$1.01 Million 0.02% of portfolio
12,554
Q2 2025 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 850
  • Current Value $6.59 Billion
  • Prior Value $6.56 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 43 stocks
  • Additional Purchases 272 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 467 stocks
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