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, Q2 2023
Institutional positions in Pinnacle West Capital Corp as of Jun 30, 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
- 526
- +3 vs. Q1 2023
- Shares held
- 98.0M
- −580.6K (−0.6%) vs. Q1 2023
- Total value
- $7.99B
- +$227.7M (+2.9%) vs. Q1 2023
- New holders
- 45
- 159 more added
- Sold out
- 42
- 202 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 732 | $14.1B |
| Q1 2026 | 709 | $12.6B |
| Q4 2025 | 660 | $10.7B |
| Q3 2025 | 625 | $10.4B |
| Q2 2025 | 631 | $10.5B |
| Q1 2025 | 616 | $10.9B |
| Q4 2024 | 617 | $9.57B |
| Q3 2024 | 580 | $10.1B |
| Q2 2024 | 544 | $8.70B |
| Q1 2024 | 525 | $8.40B |
| Q4 2023 | 552 | $7.01B |
| Q3 2023 | 523 | $7.22B |
| Q2 2023 | 526 | $7.99B |
| Q1 2023 | 525 | $7.76B |
| Q4 2022 | 540 | $7.37B |
| Q3 2022 | 480 | $6.31B |
| Q2 2022 | 494 | $7.15B |
| Q1 2022 | 482 | $7.48B |
| Q4 2021 | 499 | $6.56B |
| Q3 2021 | 512 | $6.92B |
| Q2 2021 | 506 | $8.04B |
| Q1 2021 | 500 | $7.80B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Pinnacle West Capital Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 1,260 | $103.0K | 0.00% | −75−5.6% | Reduced |
| Asset Management One Co.,Ltd. | 1,253 | $102.1K | 0.00% | −12,665−91.0% | Reduced |
| St Germain D J Co Inc | 1,234 | $100.5K | 0.01% | +1,234 | New |
| Umb Bank N A | 1,209 | $98.5K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,200 | $96.9K | 0.03% | +1,200 | New |
| Creative Capital Management Investments LLC | 1,156 | $94.2K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,155 | $94.1K | 0.01% | −48−4.0% | Reduced |
| Bessemer Group Inc | 1,109 | $90.0K | 0.00% | +383+52.8% | Added |
| Delta Asset Management LLC | 1,066 | $86.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,021 | $83.2K | 0.01% | +5+0.5% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $81.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 963 | $78.4K | 0.01% | +548+132.0% | Added |
| GWM Advisors LLC | 916 | $74.7K | 0.00% | −450−32.9% | Reduced |
| Addison Advisors LLC | 870 | $70.9K | 0.04% | +113+14.9% | Added |
| Crewe Advisors LLC | 790 | $64.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 752 | $61.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 751 | $61.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 750 | $61.1K | 0.00% | −200−21.1% | Reduced |
| Sentry Investment Management LLC | 741 | $60.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 729 | $59.0K | 0.00% | +729 | New |
| Cary Street Partner Investment Advisory LLC | 707 | $57.6K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 700 | $57.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 700 | $57.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 645 | $52.5K | 0.01% | +109+20.3% | Added |
| Riverview Trust Co | 622 | $50.7K | 0.05% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 618 | $50.3K | 0.00% | +618 | New |
| First Personal Financial Services | 601 | $49.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 600 | $48.9K | 0.02% | 00.0% | Unchanged |
| Trust Co | 597 | $48.6K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 567 | $46.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 553 | $45.1K | 0.00% | +6+1.1% | Added |
| Central Trust Co | 550 | $44.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 543 | $44.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 537 | $43.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $41.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 500 | $40.7K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 500 | $40.7K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $40.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $40.7K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $40.7K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 496 | $40.4K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 418 | $39.2K | 0.00% | −38−8.3% | Reduced |
| Manchester Capital Management LLC | 466 | $38.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 400 | $32.6K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 394 | $32.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 376 | $30.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 372 | $30.3K | 0.00% | +99+36.3% | Added |
| Heritage Wealth Advisors | 365 | $29.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 352 | $28.7K | 0.00% | +1+0.3% | Added |
| Farther Finance Advisors, LLC | 350 | $28.5K | 0.01% | −1−0.3% | Reduced |
| Princeton Global Asset Management LLC | 350 | $28.5K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 326 | $26.6K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 308 | $25.1K | 0.01% | +124+67.4% | Added |
| Lindbrook Capital, LLC | 291 | $23.7K | 0.00% | −4−1.4% | Reduced |
| Hexagon Capital Partners LLC | 284 | $23.1K | 0.01% | −5−1.7% | Reduced |
| Sittner & Nelson, LLC | 250 | $20.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 248 | $20.2K | 0.00% | +7+2.9% | Added |
| City State Bank | 233 | $19.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 222 | $18.1K | 0.01% | −103−31.7% | Reduced |
| Focused Wealth Management, Inc | 216 | $17.6K | 0.00% | −797−78.7% | Reduced |
| Prestige Wealth Management Group LLC | 213 | $17.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $16.0K | 0.00% | −100−33.3% | Reduced |
| Brown Brothers Harriman & Co | 195 | $15.9K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 192 | $15.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 191 | $15.6K | 0.00% | +1+0.5% | Added |
| Sofos Investments, Inc. | 81 | $14.3K | 0.06% | +2+2.5% | Added |
| Farmers & Merchants Investments Inc | 175 | $14.3K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 174 | $14.2K | 0.01% | +174 | New |
| Barrett & Company, Inc. | 167 | $13.6K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 166 | $13.5K | 0.01% | −108−39.4% | Reduced |
| Bellevue Asset Management, LLC | 161 | $13.1K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 155 | $13.0K | 0.00% | −56−26.5% | Reduced |
| JJJ Advisors Inc. | 156 | $12.7K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 149 | $12.0K | 0.00% | −72−32.6% | Reduced |
| Bell Investment Advisors, Inc | 127 | $10.3K | 0.00% | +98+337.9% | Added |
| Cassady Schiller Wealth Management, LLC | 125 | $10.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 124 | $10.1K | 0.00% | +2+1.6% | Added |
| Beaird Harris Wealth Management, LLC | 109 | $8.88K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 110 | $8.72K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 103 | $8.39K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 103 | $8.39K | 0.00% | +103 | New |
| Red Tortoise LLC | 102 | $8.31K | 0.01% | −1−1.0% | Reduced |
| Stephens Consulting, LLC | 100 | $8.15K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 85 | $7.03K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 88 | $7.00K | 0.00% | +82+1,366.7% | Added |
| Financial Perspectives, Inc | 81 | $6.60K | 0.00% | −110−57.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 80 | $6.52K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 76 | $6.19K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 76 | $6.00K | 0.00% | +50+192.3% | Added |
| MV Capital Management, Inc. | 71 | $5.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $5.54K | 0.00% | −6−8.1% | Reduced |
| Baker Avenue Asset Management, LP | 68 | $5.54K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 58 | $4.72K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 56 | $4.56K | 0.00% | +21+60.0% | Added |
| Beacon Capital Management, LLC | 54 | $4.40K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $3.34K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $3.26K | 0.00% | – | – |