PINNACLE ASSOCIATES LTD
Q2 2025 Form 13-F
NEW YORK, NEW YORK
CIK 0000743127
· CRD 110631
· SEC-registered investment adviser
$6.9B Reported Value Total
PINNACLE ASSOCIATES, LTD. reports 6,429 total accounts under management (AUM). There are 6,428 discretionary accounts valued at $9,864,706,218, and 1 non-discretionary accounts valued at $1,856,297.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
6 funds
· $182.6M gross asset value
Other: $178.3M · Hedge Fund: $4.3M
Source: Form ADV filed 2026-03-26
Reported value
$6.9B
Quarter over quarter
+10.0%
Holdings
845
Top-10 concentration
24.1%
Filing Structure
Holdings reported by
- SVB WEALTH LLC · Q4 2014 – Q1 2025 · declared by one filing
- Banyan Partners LLC · Q3 2013 – Q3 2014 · declared by one filing
- Silver Bridge Capital Management LLC · Q2 2013 – Q2 2013 · declared by one filing
Key People
Form ADV owners & control persons
John Thomas Passios
EXECUTIVE VICE PRESIDENT
Kimon Passios
EXECUTIVE VICE PRESIDENT
Susan Leondis Root
SENIOR ACCOUNT ADMINISTRATOR
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | August 04, 2025 |
| Form | 13F-HR |
| Reported value | $6.9B |
| Positions | 845 |
| Change in reported value | +1.2% |
| New positions | 43 |
| Exited positions | 21 |
| Position turnover | 7.4% |
| Top-10 concentration | 24.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 20, 2026
|
956 | $8.9B |
|
Q2 2026 13F
Filed Aug 3, 2026
|
967 | $9.2B |
|
Q1 2026 13F
Filed Apr 22, 2026
|
955 | $7.8B |
|
Q4 2025 13F
Filed Feb 5, 2026
|
931 | $7.8B |
|
Q3 2025 13F
Filed Nov 13, 2025
|
863 | $7.5B |
|
Q2 2025 13F
Filed Aug 4, 2025
|
845 | $6.9B |
|
Q1 2025 13F
Filed May 6, 2025
|
823 | $6.8B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
832 | $7.4B |
|
Q3 2024 13F
Filed Oct 25, 2024
|
799 | $5.9B |
|
Q2 2024 13F
Filed Jul 30, 2024
|
812 | $6.4B |
|
Q1 2024 13F
Filed Apr 26, 2024
|
834 | $6.3B |
|
Q4 2023 13F
Filed Jan 19, 2024
|
817 | $5.9B |
|
Q3 2023 13F
Filed Oct 24, 2023
|
810 | $5.4B |
|
Q2 2023 13F
Filed Jul 27, 2023
|
811 | $5.8B |
|
Q1 2023 13F
Filed May 5, 2023
|
768 | $4.9B |
|
Q4 2022 13F
Filed Jan 25, 2023
|
756 | $4.6B |
|
Q3 2022 13F
Filed Nov 1, 2022
|
738 | $4.4B |
|
Q2 2022 13F
Filed Aug 2, 2022
|
745 | $4.6B |
|
Q1 2022 13F
Filed May 5, 2022
|
785 | $5.6B |
|
Q4 2021 13F
Filed Feb 2, 2022
|
788 | $5.8B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | JNJ JOHNSON & JOHNSON | $306.3M | 4.43% |
| 2 | AAPL APPLE INC | $264.4M | 3.83% |
| 3 | MSFT MICROSOFT CORP | $218.7M | 3.17% |
| 4 | NVDA NVIDIA CORPORATION | $154.1M | 2.23% |
| 5 | AVGO BROADCOM INC | $131.4M | 1.9% |
| 6 | JPM JPMORGAN CHASE & CO. | $126.9M | 1.84% |
| 7 | SPY SPDR S&P 500 ETF TR | $123.2M | 1.78% |
| 8 | AMZN AMAZON COM INC | $116.2M | 1.68% |
| 9 | META META PLATFORMS INC | $116.1M | 1.68% |
| 10 | VTI VANGUARD INDEX FDS | $108.8M | 1.57% |
| 11 | VB VANGUARD INDEX FDS | $104.6M | 1.51% |
| 12 | QQQ INVESCO QQQ TR | $104.3M | 1.51% |
| 13 | IVV ISHARES TR | $85.3M | 1.24% |
| 14 | QUAL ISHARES TR | $77.7M | 1.13% |
| 15 | VYM VANGUARD WHITEHALL FDS | $70.5M | 1.02% |
| 16 | V VISA INC | $65.1M | 0.94% |
| 17 | MS MORGAN STANLEY | $63.8M | 0.92% |
| 18 | VEU VANGUARD INTL EQUITY INDEX F | $63.8M | 0.92% |
| 19 | GOOGL ALPHABET INC | $63.1M | 0.91% |
| 20 | GOOG ALPHABET INC | $62.9M | 0.91% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.