Pinnacle Associates Ltd

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 823
Total Value: 6681542275
Accession Number: 0001085146-25-002639
Form Type: 13F-HR
CIK: 0000743127
Manager Name: Pinnacle Associates Ltd

Data Enrichment

84% identified

694 identified129 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

823 positions • $6,681,542.275K total value

823 positions

Manager:

SEC FilingSEC DataHachi Filing

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92204A603

3189(-0.8%)

Value:

$789.4M(-3.4%)

464288240

14170(+0.0%)

Value:

$785.7M(+6.3%)

03073E105

2817(+67.9%)

Value:

$783.5M(+107.8%)

DTE ENERGY CO

DTE|233331107

5652(-0.5%)

Value:

$781.5M(+14.0%)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

4681(+10.6%)

Value:

$777.3M(+6.7%)

PENTAIR plc

PNR|G7S00T104

8867(-0.5%)

Value:

$775.7M(-13.5%)

BOSTON SCIENTIFIC CORP

BSX|101137107

7684(-2.9%)

Value:

$775.2M(+9.6%)

NEWMONT Corp /DE/

NEM|651639106

15984(-0.4%)

Value:

$771.7M(+29.2%)

46429B655

15061(+1.7%)

Value:

$768.9M(+2.0%)

SYSCO CORP

SYY|871829107

10210(-6.9%)

Value:

$766.1M(-8.6%)

Motorola Solutions, Inc.

MSI|620076307

1750(-8.0%)

Value:

$766.0M(-12.8%)

Spotify Technology S.A.

SPOT|L8681T102

1384(+38.4%)

Value:

$761.4M(+70.2%)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

11763(-9.0%)

Value:

$760.2M(-33.7%)

Definitive Healthcare Corp.

DH|24477E103

260000

Value:

$751.4M

464285204

12701(+3.0%)

Value:

$748.9M(+22.6%)

DEUTSCHE BANK AKTIENGESELLSCHAFT

DB|D18190898

31280

Value:

$745.4M

IBEX Ltd

IBEX|G4690M101

30520(+0.0%)

Value:

$743.2M(+13.3%)

PRA GROUP INC

PRAA|69354N106

35921(-37.5%)

Value:

$740.7M(-38.3%)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

8671(+0.2%)

Value:

$731.6M(+9.2%)

Thryv Holdings, Inc.

THRY|886029206

56456(+82.3%)

Value:

$723.2M(+57.8%)

Instrument	Shares		Other Manager	Value
(cusip92204A603)✕	3.2K	QoQ -0.77% (-25) YoY -3.91% (-130)	All Managers (Combined)	$789.4K	QoQ -3.44% (-$28.2K) YoY -2.57% (-$20.9K)
(cusip464288240)✕	14.2K	QoQ 0.00% (+0) YoY -1.18% (-170)	All Managers (Combined)	$785.7K	QoQ +6.30% (+$46.6K) YoY +2.62% (-$20.1K)
(cusip03073E105)✕	2.8K	QoQ +67.87% (+1.1K) YoY +52.93% (+975)	All Managers (Combined)	$783.5K	QoQ +107.77% (+$406.4K) YoY +75.01% (+$335.8K)
Dte Energy Co(DTEcusip233331107)	5.7K	QoQ -0.47% (-27) YoY -5.08% (-303)	All Managers (Combined)	$781.5K	QoQ +13.96% (-$95.8K) YoY +17.02% (-$113.7K)
Simon Property Group Inc /De/(SPGcusip828806109)	4.7K	QoQ +10.60% (+449) YoY +98.51% (+2.3K)	All Managers (Combined)	$777.3K	QoQ +6.65% (+$48.5K) YoY +110.69% (+$408.4K)
Pentair Plc(PNRcusipG7S00T104)	8.9K	QoQ -0.52% (-47) YoY -6.34% (-601)	All Managers (Combined)	$775.7K	QoQ -13.53% (-$121.4K) YoY -4.10% (-$33.2K)
Boston Scientific Corp(BSXcusip101137107)	7.7K	QoQ -2.93% (-232) YoY +2.75% (+206)	All Managers (Combined)	$775.2K	QoQ +9.63% (-$68.1K) YoY +51.34% (+$263.0K)
Newmont Corp /De/(NEMcusip651639106)	16.0K	QoQ -0.39% (-63) YoY -5.69% (-966)	All Managers (Combined)	$771.7K	QoQ +29.20% (-$174.4K) YoY +27.03% (-$164.3K)
(cusip46429B655)✕	15.1K	QoQ +1.69% (+251) YoY +1.69% (+251)	All Managers (Combined)	$768.9K	QoQ +2.03% (+$15.3K) YoY +1.67% (+$12.6K)
Sysco Corp(SYYcusip871829107)	10.2K	QoQ -6.91% (-758) YoY -59.35% (-14.9K)	All Managers (Combined)	$766.1K	QoQ -8.64% (-$72.5K) YoY -62.43% (-$1.3M)
Motorola Solutions, Inc.(MSIcusip620076307)	1.8K	QoQ -7.99% (-152) YoY +42.50% (+522)	All Managers (Combined)	$766.0K	QoQ -12.84% (-$112.9K) YoY +75.79% (+$330.3K)
Spotify Technology S.A.(SPOTcusipL8681T102)	1.4K	QoQ +38.40% (+384) YoY NEW(+1.4K)	All Managers (Combined)	$761.4K	QoQ +70.19% (+$314.0K) YoY NEW(+$761.4K)
Skyworks Solutions, Inc.(SWKScusip83088M102)	11.8K	QoQ -9.04% (-1.2K) YoY -19.01% (-2.8K)	All Managers (Combined)	$760.2K	QoQ -33.71% (-$386.7K) YoY -51.67% (-$813.1K)
Definitive Healthcare Corp.(DHcusip24477E103)	260.0K	QoQ NEW(+260.0K) YoY NEW(+260.0K)	All Managers (Combined)	$751.4K	QoQ NEW(+$751.4K) YoY NEW(+$751.4K)
(cusip464285204)✕	12.7K	QoQ +2.99% (+369) YoY +7.64% (+902)	All Managers (Combined)	$748.9K	QoQ +22.65% (+$138.3K) YoY +51.07% (+$253.2K)
Deutsche Bank Aktiengesellschaft(DBcusipD18190898)	31.3K	QoQ NEW(+31.3K) YoY NEW(+31.3K)	All Managers (Combined)	$745.4K	QoQ NEW(+$745.4K) YoY NEW(+$745.4K)
Ibex Ltd(IBEXcusipG4690M101)	30.5K	QoQ 0.00% (+0) YoY NEW(+30.5K)	All Managers (Combined)	$743.2K	QoQ +13.30% (+$87.3K) YoY NEW(+$743.2K)
Pra Group Inc(PRAAcusip69354N106)	35.9K	QoQ -37.54% (-21.6K) YoY -87.87% (-260.4K)	All Managers (Combined)	$740.7K	QoQ -38.34% (-$460.7K) YoY -90.41% (-$7.0M)
Principal Financial Group Inc(PFGcusip74251V102)	8.7K	QoQ +0.16% (+14) YoY -5.97% (-551)	All Managers (Combined)	$731.6K	QoQ +9.16% (+$61.4K) YoY -8.08% (-$64.4K)
Thryv Holdings, Inc.(THRYcusip886029206)	56.5K	QoQ +82.33% (+25.5K) YoY -20.78% (-14.8K)	All Managers (Combined)	$723.2K	QoQ +57.81% (+$264.9K) YoY -54.35% (-$861.2K)