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Pinnacle West Capital Corp

PNW
Exchange
NYSE
Industry
Electric Services
SEC CIK
0000764622

In the last 90 days, Pinnacle West Capital Corp insiders filed 0 open-market purchases and 2 sales; 732 institutions reported holding it in 13F filings for Q2 2026, worth $14.1B in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Pinnacle West Capital Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
525
−5 vs. Q4 2022
Shares held
98.6M
+2.61M (+2.7%) vs. Q4 2022
Total value
$7.76B
+$458.3M (+6.3%) vs. Q4 2022
New holders
57
192 more added
Sold out
62
166 more reduced

10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PNW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 525 institutions
Q1 2021: 500 institutionsQ2 2021: 506 institutionsQ3 2021: 512 institutionsQ4 2021: 499 institutionsQ1 2022: 482 institutionsQ2 2022: 494 institutionsQ3 2022: 480 institutionsQ4 2022: 540 institutionsQ1 2023: 525 institutionsQ2 2023: 526 institutionsQ3 2023: 523 institutionsQ4 2023: 552 institutionsQ1 2024: 525 institutionsQ2 2024: 544 institutionsQ3 2024: 580 institutionsQ4 2024: 617 institutionsQ1 2025: 616 institutionsQ2 2025: 631 institutionsQ3 2025: 625 institutionsQ4 2025: 660 institutionsQ1 2026: 709 institutionsQ2 2026: 732 institutions
Value heldQ1 2023: $7.76B
Q1 2021: $7.80BQ2 2021: $8.04BQ3 2021: $6.92BQ4 2021: $6.56BQ1 2022: $7.48BQ2 2022: $7.15BQ3 2022: $6.31BQ4 2022: $7.37BQ1 2023: $7.76BQ2 2023: $7.99BQ3 2023: $7.22BQ4 2023: $7.01BQ1 2024: $8.40BQ2 2024: $8.70BQ3 2024: $10.1BQ4 2024: $9.57BQ1 2025: $10.9BQ2 2025: $10.5BQ3 2025: $10.4BQ4 2025: $10.7BQ1 2026: $12.6BQ2 2026: $14.1B
Institutions holding PNW and their total value by quarter
QuarterHoldersValue
Q2 2026732$14.1B
Q1 2026709$12.6B
Q4 2025660$10.7B
Q3 2025625$10.4B
Q2 2025631$10.5B
Q1 2025616$10.9B
Q4 2024617$9.57B
Q3 2024580$10.1B
Q2 2024544$8.70B
Q1 2024525$8.40B
Q4 2023552$7.01B
Q3 2023523$7.22B
Q2 2023526$7.99B
Q1 2023525$7.76B
Q4 2022540$7.37B
Q3 2022480$6.31B
Q2 2022494$7.15B
Q1 2022482$7.48B
Q4 2021499$6.56B
Q3 2021512$6.92B
Q2 2021506$8.04B
Q1 2021500$7.80B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Pinnacle West Capital Corp; share changes are against Q4 2022.

Institutions holding PNW in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC6$00.00%00.0%Unchanged
SkyView Investment Advisors, LLC4$00.00%+4New
Carolinas Wealth Consulting LLC0$130.00%0Unchanged
PSI Advisors, LLC1$790.00%00.0%Unchanged
True Wealth Design, LLC3$2380.00%00.0%Unchanged
WestEnd Advisors, LLC–$2380.00%––
IAG Wealth Partners, LLC5$3960.00%00.0%Unchanged
Sound Income Strategies, LLC6$4750.00%−16−72.7%Reduced
Laffer Tengler Investments7$5540.00%00.0%Unchanged
Stonebridge Capital Advisors LLC7$5550.00%00.0%Unchanged
Sutton Wealth Advisors Inc.8$6340.00%+8New
Proequities, Inc.11$8710.00%+11New
Larson Financial Group LLC11$8720.00%00.0%Unchanged
Avion Wealth16$1.00K0.00%00.0%Unchanged
Tucker Asset Management LLC15$1.19K0.00%00.0%Unchanged
Disciplined Investments, LLC17$1.35K0.00%−1−5.6%Reduced
SJS Investment Consulting Inc.18$1.43K0.00%+1+5.9%Added
Ridgewood Investments LLC20$1.58K0.00%+20New
Loomis Sayles & Co L P26$2.00K0.00%−856−97.1%Reduced
Capital Advisors, Ltd. LLC22$2.00K0.00%+19+633.3%Added
Core Alternative Capital26$2.06K0.00%+26New
Bell Investment Advisors, Inc29$2.30K0.00%−66−69.5%Reduced
Coastal Capital Group, Inc.33$2.58K0.00%+1+3.1%Added
Glassman Wealth Services35$2.77K0.00%00.0%Unchanged
Schubert & Co35$2.77K0.00%+3+9.4%Added
Live Oak Investment Partners–$3.17K0.00%––
Versant Capital Management, Inc41$3.25K0.00%00.0%Unchanged
Benjamin Edwards Inc55$4.00K0.00%00.0%Unchanged
Beacon Capital Management, LLC54$4.28K0.00%00.0%Unchanged
Oakworth Capital, Inc.58$4.60K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP68$5.39K0.00%00.0%Unchanged
MV Capital Management, Inc.71$5.63K0.00%+2+2.9%Added
JFS Wealth Advisors, LLC74$5.86K0.00%−144−66.1%Reduced
Ronald Blue Trust, Inc.82$6.00K0.00%−11−11.8%Reduced
WealthPLAN Partners, LLC76$6.02K0.00%+76New
Whittier Trust Co of Nevada Inc80$6.34K0.00%00.0%Unchanged
Sofos Investments, Inc.79$6.60K0.29%+3+3.9%Added
Pacifica Partners Inc.85$6.80K0.00%00.0%Unchanged
Stephens Consulting, LLC100$7.92K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.103$8.16K0.00%00.0%Unchanged
Red Tortoise LLC103$8.16K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC109$8.64K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC110$9.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC115$9.11K0.00%00.0%Unchanged
Spire Wealth Management122$9.70K0.00%+1+0.8%Added
Cassady Schiller Wealth Management, LLC125$9.90K0.00%00.0%Unchanged
Quarry LP149$11.8K0.01%+48+47.5%Added
JJJ Advisors Inc.156$12.2K0.00%00.0%Unchanged
Bellevue Asset Management, LLC161$12.8K0.01%00.0%Unchanged
Barrett & Company, Inc.167$13.2K0.01%00.0%Unchanged
Gladius Capital Management LP172$13.6K0.00%+172New
Farmers & Merchants Investments Inc175$13.9K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.184$14.6K0.01%+35+23.5%Added
Desjardins Global Asset Management Inc.192$15.0K0.00%+192New
Parallel Advisors, LLC190$15.1K0.00%+61+47.3%Added
Financial Perspectives, Inc191$15.1K0.01%00.0%Unchanged
Brown Brothers Harriman & Co195$15.5K0.00%00.0%Unchanged
Tortoise Investment Management, LLC200$15.8K0.00%00.0%Unchanged
Piscataqua Savings Bank200$15.8K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC213$16.9K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC211$17.0K0.00%+211New
City State Bank233$18.0K0.01%−132−36.2%Reduced
Clear Street Markets LLC221$18.0K0.00%+106+92.2%Added
Allworth Financial LP241$19.1K0.00%−22−8.4%Reduced
Sittner & Nelson, LLC250$19.8K0.01%00.0%Unchanged
Resources Management Corp300$20.0K0.00%+100+50.0%Added
Steward Partners Investment Advisory, LLC261$20.7K0.00%00.0%Unchanged
Massmutual Trust Co FSB273$21.6K0.00%+187+217.4%Added
Horan Securities, Inc.274$21.7K0.01%+2+0.7%Added
BerganKDV Wealth Management, LLC285$22.6K0.00%+249+691.7%Added
Hexagon Capital Partners LLC289$22.9K0.01%+15+5.5%Added
Lindbrook Capital, LLC295$23.4K0.00%+200+210.5%Added
Canada Pension Plan Investment Board300$23.8K0.00%−400−57.1%Reduced
Graham Capital Wealth Management, LLC314$24.9K0.04%+314New
Headlands Technologies LLC325$25.8K0.02%+325New
Chesapeake Asset Management LLC326$25.8K0.02%+326New
Princeton Global Asset Management LLC350$27.7K0.01%00.0%Unchanged
Jones Financial Companies LLLP350$27.7K0.00%+350New
Farther Finance Advisors, LLC351$27.8K0.01%−7−2.0%Reduced
Quent Capital, LLC351$27.8K0.00%+1+0.3%Added
Heritage Wealth Advisors365$28.9K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators376$29.8K0.01%00.0%Unchanged
HM Payson & Co394$31.2K0.00%00.0%Unchanged
Monetary Management Group Inc400$31.7K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC415$32.9K0.00%+4+1.0%Added
Manchester Capital Management LLC466$36.9K0.00%00.0%Unchanged
Estabrook Capital Management496$39.3K0.01%00.0%Unchanged
First Financial Corp500$39.6K0.02%00.0%Unchanged
Montag A & Associates Inc500$39.6K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC500$39.6K0.00%00.0%Unchanged
American State Bank (Iowa)500$39.6K0.03%00.0%Unchanged
Pacific Center for Financial Services500$39.6K0.01%+500New
Bartlett & Co. LLC500$40.0K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.456$40.9K0.00%+266+140.0%Added
Parkside Financial Bank & Trust536$42.5K0.01%+2+0.4%Added
McIlrath & Eck, LLC537$42.6K0.01%00.0%Unchanged
First Horizon Advisors, Inc.543$43.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc547$43.3K0.00%00.0%Unchanged
Central Trust Co550$43.6K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP567$44.9K0.00%00.0%Unchanged