Filed: 11/13/2025ACC: 0000743127-25-000003
📋 What this filing means
PINNACLE ASSOCIATES LTD filed this quarterly 13F‑HR report disclosing 863 equity positions with a total reported market value of $7.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
863
Positions
$7.54B
Total AUM (reported)
85.17M
Total Shares
Allocation by class
COM$4.46B59.2%
COM NEW$268.75M3.6%
CL A$255.24M3.4%
SHS$161.03M2.1%
COM CL A$136.84M1.8%
TR UNIT$132.56M1.8%
TOTAL STK MKT$117.98M1.6%
Portfolio Concentration
Top 3$849.55M11.3%
4–10$950.43M12.6%
11–25$1.16B15.4%
Rest$4.57B60.7%
Top 3 weight
11.3%
Top 10 weight
23.9%
Voting Authority Distribution
Total shares with voting rights: 85.17M
Sole
Full voting authority
83.46M
shares
% of voting shares98.0%
Shared
Joint voting authority
2.40K
shares
% of voting shares0.0%
None
No voting authority
1.71M
shares
% of voting shares2.0%
Investment Discretion (by position count)
Sole861
Shared0
Other2
Dominant voting typeSole · 98.0% of voting shares
Institutional Holdings863
Rows:
APPLE INC
SOLEShares1.25M
TypeSH
Market value$319.21M
4.24%
Sole
1.24M
Shared
0.00
None
15.85K
JOHNSON & JOHNSON
SOLEShares1.66M
TypeSH
Market value$307.79M
4.08%
Sole
1.65M
Shared
25.00
None
7.57K
MICROSOFT CORP
SOLEShares429.68K
TypeSH
Market value$222.55M
2.95%
Sole
421.41K
Shared
25.00
None
8.25K
NVIDIA CORPORATION
SOLEShares953K
TypeSH
Market value$177.81M
2.36%
Sole
921.71K
Shared
25.00
None
31.26K
BROADCOM INC
SOLEShares466.33K
TypeSH
Market value$153.85M
2.04%
Sole
462.86K
Shared
0.00
None
3.47K
JPMORGAN CHASE & CO.
SOLEShares429.70K
TypeSH
Market value$135.54M
1.80%
Sole
420.80K
Shared
0.00
None
8.90K
SPDR S&P 500 ETF TR
OTRShares198.98K
TypeSH
Market value$132.56M
1.76%
Sole
154.74K
Shared
0.00
None
44.25K
VANGUARD INDEX FDS
SOLEShares359.51K
TypeSH
Market value$117.98M
1.57%
Sole
357.19K
Shared
0.00
None
2.31K
INVESCO QQQ TR
SOLEShares194.34K
TypeSH
Market value$116.68M
1.55%
Sole
166.96K
Shared
0.00
None
27.39K
AMAZON COM INC
SOLEShares528.36K
TypeSH
Market value$116.01M
1.54%
Sole
521.98K
Shared
0.00
None
6.37K
META PLATFORMS INC
SOLEShares157.18K
TypeSH
Market value$115.43M
1.53%
Sole
156.15K
Shared
0.00
None
1.03K
VANGUARD INDEX FDS
SOLEShares451.81K
TypeSH
Market value$114.89M
1.52%
Sole
434.01K
Shared
0.00
None
17.80K
ISHARES TR
SOLEShares139.48K
TypeSH
Market value$93.35M
1.24%
Sole
138.94K
Shared
0.00
None
538.00
ALPHABET INC
SOLEShares355.13K
TypeSH
Market value$86.33M
1.15%
Sole
345.44K
Shared
0.00
None
9.69K
ALPHABET INC
SOLEShares349.92K
TypeSH
Market value$85.22M
1.13%
Sole
345.60K
Shared
0.00
None
4.31K
ISHARES TR
SOLEShares428.19K
TypeSH
Market value$83.28M
1.11%
Sole
424.29K
Shared
0.00
None
3.90K
VANGUARD WHITEHALL FDS
SOLEShares537.73K
TypeSH
Market value$75.79M
1.01%
Sole
522.97K
Shared
0.00
None
14.76K
MORGAN STANLEY
SOLEShares453.80K
TypeSH
Market value$72.14M
0.96%
Sole
422.99K
Shared
0.00
None
30.80K
VANGUARD INTL EQUITY INDEX F
SOLEShares993.12K
TypeSH
Market value$70.88M
0.94%
Sole
988.76K
Shared
0.00
None
4.36K
ORACLE CORP
SOLEShares235.39K
TypeSH
Market value$66.20M
0.88%
Sole
231.88K
Shared
66.00
None
3.45K
HOME DEPOT INC
SOLEShares159.34K
TypeSH
Market value$64.56M
0.86%
Sole
154.26K
Shared
17.00
None
5.07K
VISA INC
SOLEShares182.78K
TypeSH
Market value$62.40M
0.83%
Sole
175.32K
Shared
0.00
None
7.46K
MICRON TECHNOLOGY INC
SOLEShares351.35K
TypeSH
Market value$58.79M
0.78%
Sole
347.67K
Shared
0.00
None
3.68K
LAM RESEARCH CORP
SOLEShares424.78K
TypeSH
Market value$56.88M
0.75%
Sole
407.10K
Shared
0.00
None
17.68K
ROYAL CARIBBEAN GROUP
SOLEShares170.72K
TypeSH
Market value$55.24M
0.73%
Sole
170.22K
Shared
0.00
None
500.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 1.25M | SH | $319.21M 4.24% | 1.24M | 0.00 | 15.85K |
JOHNSON & JOHNSONSOLE | COM | 1.66M | SH | $307.79M 4.08% | 1.65M | 25.00 | 7.57K |
MICROSOFT CORPSOLE | COM | 429.68K | SH | $222.55M 2.95% | 421.41K | 25.00 | 8.25K |
NVIDIA CORPORATIONSOLE | COM | 953K | SH | $177.81M 2.36% | 921.71K | 25.00 | 31.26K |
BROADCOM INCSOLE | COM | 466.33K | SH | $153.85M 2.04% | 462.86K | 0.00 | 3.47K |
JPMORGAN CHASE & CO.SOLE | COM | 429.70K | SH | $135.54M 1.80% | 420.80K | 0.00 | 8.90K |
SPDR S&P 500 ETF TROTR | TR UNIT | 198.98K | SH | $132.56M 1.76% | 154.74K | 0.00 | 44.25K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 359.51K | SH | $117.98M 1.57% | 357.19K | 0.00 | 2.31K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 194.34K | SH | $116.68M 1.55% | 166.96K | 0.00 | 27.39K |
AMAZON COM INCSOLE | COM | 528.36K | SH | $116.01M 1.54% | 521.98K | 0.00 | 6.37K |
META PLATFORMS INCSOLE | CL A | 157.18K | SH | $115.43M 1.53% | 156.15K | 0.00 | 1.03K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 451.81K | SH | $114.89M 1.52% | 434.01K | 0.00 | 17.80K |
ISHARES TRSOLE | CORE S&P500 ETF | 139.48K | SH | $93.35M 1.24% | 138.94K | 0.00 | 538.00 |
ALPHABET INCSOLE | CAP STK CL A | 355.13K | SH | $86.33M 1.15% | 345.44K | 0.00 | 9.69K |
ALPHABET INCSOLE | CAP STK CL C | 349.92K | SH | $85.22M 1.13% | 345.60K | 0.00 | 4.31K |
ISHARES TRSOLE | MSCI USA QLT FCT | 428.19K | SH | $83.28M 1.11% | 424.29K | 0.00 | 3.90K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 537.73K | SH | $75.79M 1.01% | 522.97K | 0.00 | 14.76K |
MORGAN STANLEYSOLE | COM NEW | 453.80K | SH | $72.14M 0.96% | 422.99K | 0.00 | 30.80K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 993.12K | SH | $70.88M 0.94% | 988.76K | 0.00 | 4.36K |
ORACLE CORPSOLE | COM | 235.39K | SH | $66.20M 0.88% | 231.88K | 66.00 | 3.45K |
HOME DEPOT INCSOLE | COM | 159.34K | SH | $64.56M 0.86% | 154.26K | 17.00 | 5.07K |
VISA INCSOLE | COM CL A | 182.78K | SH | $62.40M 0.83% | 175.32K | 0.00 | 7.46K |
MICRON TECHNOLOGY INCSOLE | COM | 351.35K | SH | $58.79M 0.78% | 347.67K | 0.00 | 3.68K |
LAM RESEARCH CORPSOLE | COM NEW | 424.78K | SH | $56.88M 0.75% | 407.10K | 0.00 | 17.68K |
ROYAL CARIBBEAN GROUPSOLE | COM | 170.72K | SH | $55.24M 0.73% | 170.22K | 0.00 | 500.00 |
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