PINNACLE ASSOCIATES LTD
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 7,793,889
- Description
- New York New York based research oriented capital manager with a regulated corporate organization and a research first and risk aware investment mandate. The approach emphasizes active stewardship and governance oversight, valuation discipline and downside awareness, and fundamental research depth for risk aware portfolio mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through investment policy adherence and mandate calibration.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 931 | 7,793,889 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q3 2025 | 11/13/2025 | 863 | 7,536,037 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q2 2025 | 8/4/2025 | 845 | 6,907,027 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q1 2025 | 5/6/2025 | 823 | 6,824,527 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q4 2024 | 2/14/2025 | 832 | 7,370,506 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q3 2024 | 10/25/2024 | 800 | 5,881,093 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q2 2024 | 7/30/2024 | 813 | 6,386,884 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q1 2024 | 4/26/2024 | 835 | 6,344,870 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q4 2023 | 1/19/2024 | 818 | 5,943,290 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q3 2023 | 10/24/2023 | 811 | 5,379,686 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q2 2023 | 7/27/2023 | 813 | 5,763,022 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q1 2023 | 5/5/2023 | 770 | 4,889,337 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q4 2022 | 2/1/2023 | 758 | 4,589,130 | 13F-HR/A - RESTATEMENT | PINNACLE ASSOCIATES LTD |
| Q4 2022 | 1/25/2023 | 764 | 4,800,162 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q3 2022 | 11/1/2022 | 739 | 4,356,653 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q2 2022 | 8/2/2022 | 746 | 4,585,932 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q1 2022 | 5/5/2022 | 786 | 5,649,589 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q4 2021 | 2/2/2022 | 790 | 5,797,148 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q3 2021 | 10/19/2021 | 761 | 5,424,541 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q2 2021 | 8/2/2021 | 764 | 5,530,730 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q1 2021 | 5/12/2021 | 733 | 5,243,816 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q4 2020 | 1/26/2021 | 703 | 4,924,786 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q3 2020 | 10/23/2020 | 677 | 4,210,297 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q2 2020 | 8/14/2020 | 675 | 4,055,389 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q1 2020 | 5/13/2020 | 654 | 3,291,920 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q4 2019 | 2/3/2020 | 711 | 4,566,626 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q1 2014 | 5/14/2014 | 599 | 5,127,921 | 13F-HR | PINNACLE ASSOCIATES LTD |
| Q4 2013 | 2/12/2014 | 593 | 5,121,535 | 13F-HR | PINNACLE ASSOCIATES LTD |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.219 M | 92.6% | 266.9 K | 0 | 266.9 K |
| ETFs | 570.2 K | 7.3% | 0 | 10.89 K | -10.89 K |
| Debt | 1.865 K | 0.0% | 863 | 0 | 863 |
| Other | 2.448 K | 0.0% | 982 | 0 | 982 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
7,793,889
Holdings
931
QoQ value change ($000)
257,852
(3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.