CIK: 743127
PINNACLE ASSOCIATES LTD
Address: 335 MADISON AVENUE, 11TH FLOOR, NEW YORK, NY 10017
α Alpha 0.7100↭ Flow 0.4900Mixed Active/Passive
959holdings (Q4 2025)
$7.79B13F reported value
+96 NEW+378 INCREASED-324 DECREASED-28 EXITED133 UNCHANGED
Total (Q4 25): $7,793,889,087
Top Holdings by Value
Position Changes (Q4 vs Q3)
Top 15 Positions ($)
Historical AUM (13F Reported)
$6.35B+$1.46B QoQPortfolio Value History (13F Reported)
Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).
| Quarter | Portfolio Value | QoQ Change | QoQ % |
|---|---|---|---|
| Q4 25 | $7.79B | +$0.26B | +3.4% |
| Q3 25 | $7.54B | +$0.63B | +9.1% |
| Q2 25 | $6.91B | +$0.08B | +1.2% |
| Q1 25 | $6.82B | $-0.55B | -7.4% |
| Q4 24 | $7.37B | +$1.49B | +25.3% |
| Q3 24 | $5.88B | $-0.51B | -7.9% |
| Q2 24 | $6.39B | +$0.04B | +0.7% |
| Q1 24 | $6.34B | +$0.40B | +6.8% |
| Q4 23 | $5.94B | +$0.56B | +10.5% |
| Q3 23 | $5.38B | $-0.38B | -6.7% |
| Q2 23 | $5.76B | +$0.87B | +17.9% |
| Q1 23 | $4.89B | — | — |
QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.
Information for Viewing 13F Reports:
- Name: The name of the company.
- CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
- Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
- Value: The monetary value of the holdings in USD.
- Shares: The number of shares held.
- Share Price: The price of shares at the time of filing.
- Investment: The type of investment.
- % of Portfolio: The percentage that this position represents in the total portfolio.
| Quarter | Period of Report | Holdings | Value | Type | Filling Date | Filling ID |
|---|---|---|---|---|---|---|
| Q4 25 | 31-Dec-2025 | 936 | $7,793,889,087 | 13F-HR | 5-Feb-2026 | 0000743127-26-000001 |
| Q3 25 | 30-Sep-2025 | 868 | $7,536,037,244 | 13F-HR | 13-Nov-2025 | 0000743127-25-000003 |
| Q2 25 | 30-Jun-2025 | 850 | $6,907,027,425 | 13F-HR | 4-Aug-2025 | 0001085146-25-004479 |
| Q1 25 | 31-Mar-2025 | 828 | $6,824,527,412 | 13F-HR | 6-May-2025 | 0001085146-25-002639 |
| Q4 24 | 31-Dec-2024 | 837 | $7,370,505,579 | 13F-HR | 14-Feb-2025 | 0001085146-25-001486 |
| Q3 24 | 30-Sep-2024 | 836 | $5,881,093,328 | 13F-HR | 25-Oct-2024 | 0001085146-24-005170 |
| Q2 24 | 30-Jun-2024 | 818 | $6,386,884,441 | 13F-HR | 30-Jul-2024 | 0001085146-24-003359 |
| Q1 24 | 31-Mar-2024 | 840 | $6,344,869,921 | 13F-HR | 26-Apr-2024 | 0001085146-24-002064 |
| Q4 23 | 31-Dec-2023 | 854 | $5,943,289,523 | 13F-HR | 19-Jan-2024 | 0001085146-24-000372 |
| Q3 23 | 30-Sep-2023 | 849 | $5,379,686,091 | 13F-HR | 24-Oct-2023 | 0001085146-23-003854 |
| Q2 23 | 30-Jun-2023 | 852 | $5,763,022,325 | 13F-HR | 27-Jul-2023 | 0001085146-23-002936 |
| Q1 23 | 31-Mar-2023 | 770 | $4,889,337,241 | 13F-HR | 5-May-2023 | 0001085146-23-002064 |
| Q4 22 | 31-Dec-2022 | 764 | $4,800,161,822 | 13F-HR | 25-Jan-2023 | 0001085146-23-000358 |
| Q4 22 | 31-Dec-2022 | 758 | $4,589,130,224 | 13F-HR/A | 1-Feb-2023 | 0001085146-23-000507 |
| Q3 22 | 30-Sep-2022 | 739 | $4,356,653,000 | 13F-HR | 1-Nov-2022 | 0001085146-22-003685 |
| Q2 22 | 30-Jun-2022 | 746 | $4,585,932,000 | 13F-HR | 2-Aug-2022 | 0001085146-22-002709 |
| Q1 22 | 31-Mar-2022 | 786 | $5,649,589,000 | 13F-HR | 5-May-2022 | 0001085146-22-001720 |
| Q4 21 | 31-Dec-2021 | 790 | $5,797,148,000 | 13F-HR | 2-Feb-2022 | 0001085146-22-000442 |
| Q3 21 | 30-Sep-2021 | 761 | $5,424,541,000 | 13F-HR | 19-Oct-2021 | 0001085146-21-002826 |
| Q2 21 | 30-Jun-2021 | 764 | $5,530,730,000 | 13F-HR | 2-Aug-2021 | 0001085146-21-002169 |
| Q1 21 | 31-Mar-2021 | 733 | $5,243,816,000 | 13F-HR | 12-May-2021 | 0001085146-21-001597 |
| Q4 20 | 31-Dec-2020 | 703 | $4,924,786,000 | 13F-HR | 26-Jan-2021 | 0001085146-21-000246 |
| Q3 20 | 30-Sep-2020 | 677 | $4,210,297,000 | 13F-HR | 23-Oct-2020 | 0001085146-20-002645 |
| Q2 20 | 30-Jun-2020 | 675 | $4,055,389,000 | 13F-HR | 14-Aug-2020 | 0001085146-20-002310 |
| Q1 20 | 31-Mar-2020 | 654 | $3,291,920,000 | 13F-HR | 13-May-2020 | 0001085146-20-001458 |
| Q4 19 | 31-Dec-2019 | 711 | $4,566,626,000 | 13F-HR | 3-Feb-2020 | 0001085146-20-000360 |
| Q3 19 | 30-Sep-2019 | 704 | $4,245,332,000 | 13F-HR | 8-Nov-2019 | 0001085146-19-002799 |
| Q2 19 | 30-Jun-2019 | 704 | $4,270,750,000 | 13F-HR | 5-Aug-2019 | 0001085146-19-002074 |
| Q1 19 | 31-Mar-2019 | 712 | $4,426,325,000 | 13F-HR | 10-May-2019 | 0001085146-19-001419 |
| Q4 18 | 31-Dec-2018 | 684 | $3,873,515,000 | 13F-HR | 5-Feb-2019 | 0001085146-19-000325 |
| Q3 18 | 30-Sep-2018 | 704 | $4,819,746,000 | 13F-HR | 13-Nov-2018 | 0001085146-18-002570 |
| Q2 18 | 30-Jun-2018 | 696 | $4,860,619,000 | 13F-HR | 8-Aug-2018 | 0001085146-18-001904 |
| Q1 18 | 31-Mar-2018 | 678 | $5,102,863,000 | 13F-HR | 11-May-2018 | 0001085146-18-001324 |
| Q4 17 | 31-Dec-2017 | 680 | $5,204,933,000 | 13F-HR | 12-Feb-2018 | 0001085146-18-000536 |
| Q1 17 | 31-Mar-2017 | 655 | $5,236,312 | 13F-HR | 10-May-2017 | 0001085146-17-001161 |
| Q4 16 | 31-Dec-2016 | 635 | $4,956,220 | 13F-HR | 10-Feb-2017 | 0001085146-17-000464 |
| Q3 16 | 30-Sep-2016 | 635 | $4,985,546 | 13F-HR | 14-Nov-2016 | 0001085146-16-004792 |
| Q2 16 | 30-Jun-2016 | 637 | $4,640,478 | 13F-HR | 15-Aug-2016 | 0001085146-16-004312 |
| Q1 16 | 31-Mar-2016 | 623 | $4,674,932 | 13F-HR | 13-May-2016 | 0001085146-16-003748 |
| Q4 15 | 31-Dec-2015 | 642 | $4,679,714 | 13F-HR | 9-Feb-2016 | 0001085146-16-002860 |
| Q4 15 | 31-Dec-2015 | 646 | $4,766,335 | 13F-HR | 11-Feb-2016 | 0001085146-16-002939 |