PINNACLE ASSOCIATES LTD
Q3 2025 Form 13-F
NEW YORK, NEW YORK
CIK 0000743127
· CRD 110631
· SEC-registered investment adviser
$7.5B Reported Value Total
PINNACLE ASSOCIATES, LTD. reports 6,766 total accounts under management (AUM). There are 6,765 discretionary accounts valued at $10,383,913,659, and 1 non-discretionary accounts valued at $2,108,466.
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
$7.5B
Quarter over quarter
+11.1%
Holdings
863
Top-10 concentration
23.9%
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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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | November 13, 2025 |
| Form | 13F-HR |
| Reported value | $7.5B |
| Positions | 863 |
| Change in reported value | +9.1% |
| New positions | 42 |
| Exited positions | 24 |
| Position turnover | 7.4% |
| Top-10 concentration | 23.9% |
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 · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $319.2M | 4.24% |
| 2 | JNJ JOHNSON & JOHNSON | $307.8M | 4.08% |
| 3 | MSFT MICROSOFT CORP | $222.6M | 2.95% |
| 4 | NVDA NVIDIA CORPORATION | $177.8M | 2.36% |
| 5 | AVGO BROADCOM INC | $153.8M | 2.04% |
| 6 | JPM JPMORGAN CHASE & CO. | $135.5M | 1.8% |
| 7 | SPY SPDR S&P 500 ETF TR | $132.6M | 1.76% |
| 8 | VTI VANGUARD INDEX FDS | $118.0M | 1.57% |
| 9 | QQQ INVESCO QQQ TR | $116.7M | 1.55% |
| 10 | AMZN AMAZON COM INC | $116.0M | 1.54% |
| 11 | META META PLATFORMS INC | $115.4M | 1.53% |
| 12 | VB VANGUARD INDEX FDS | $114.9M | 1.52% |
| 13 | IVV ISHARES TR | $93.4M | 1.24% |
| 14 | GOOGL ALPHABET INC | $86.3M | 1.15% |
| 15 | GOOG ALPHABET INC | $85.2M | 1.13% |
| 16 | QUAL ISHARES TR | $83.3M | 1.11% |
| 17 | VYM VANGUARD WHITEHALL FDS | $75.8M | 1.01% |
| 18 | MS MORGAN STANLEY | $72.1M | 0.96% |
| 19 | VEU VANGUARD INTL EQUITY INDEX F | $70.9M | 0.94% |
| 20 | ORCL ORACLE CORP | $66.2M | 0.88% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.