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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, Q3 2023

Institutional positions in Pinnacle West Capital Corp as of Sep 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
523
+4 vs. Q2 2023
Shares held
98.0M
+19.9K (0.0%) vs. Q2 2023
Total value
$7.22B
−$759.7M (−9.5%) vs. Q2 2023
New holders
72
158 more added
Sold out
68
189 more reduced

7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 523 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 heldQ3 2023: $7.22B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Pinnacle West Capital Corp; share changes are against Q2 2023.

Institutions holding PNW in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Charles Schwab Investment Management Inc963,193$71.0M0.02%+9,696+1.0%Added
Bank of New York Mellon Corp1,024,760$75.5M0.02%−14,689−1.4%Reduced
Jennison Associates LLC1,027,642$75.7M0.06%00.0%Unchanged
Millennium Management LLC1,109,211$81.7M0.08%+927,213+509.5%Added
FMR LLC1,153,505$85.0M0.01%+11,591+1.0%Added
First Trust Advisors LP1,176,033$86.7M0.10%−27,818−2.3%Reduced
Franklin Resources Inc1,178,383$86.8M0.04%−25,117−2.1%Reduced
Mitsubishi UFJ Trust & Banking Corp1,227,322$90.4M0.23%−65,042−5.0%Reduced
Northern Trust Corp1,270,744$93.6M0.02%−10,290−0.8%Reduced
Morgan Stanley1,314,316$96.8M0.01%+39,979+3.1%Added
Envestnet Asset Management Inc1,442,498$106.3M0.05%−182,084−11.2%Reduced
Norges Bank1,634,569$120.4M0.02%−89,115−5.2%Reduced
American Century Companies Inc1,908,481$140.6M0.11%−218,890−10.3%Reduced
Geode Capital Management, LLC2,628,793$193.5M0.02%+54,457+2.1%Added
Massachusetts Financial Services Co2,781,082$204.9M0.07%−8,328−0.3%Reduced
Capital Research Global Investors3,001,628$221.2M0.06%+1,659,185+123.6%Added
Lazard Asset Management LLC3,855,631$284.1M0.39%−2,563,510−39.9%Reduced
Invesco Ltd.3,991,505$294.1M0.08%−95,764−2.3%Reduced
Barrow Hanley Mewhinney & Strauss LLC5,701,469$420.1M1.61%+1,216,375+27.1%Added
State Street Corp6,628,899$488.4M0.03%−358,138−5.1%Reduced
BlackRock Inc.9,666,293$712.2M0.02%−402,199−4.0%Reduced
Vanguard Group Inc14,415,795$1.06B0.03%−125,008−0.9%Reduced
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
TD Ameritrade Investment Management, LLC0$00.00%−155−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−748,468−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−187,223−100.0%Sold out
Zimmer Partners, LP0$00.00%−91,000−100.0%Sold out
Yaupon Capital Management LP0$00.00%−64,351−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−12,127−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−10,256−100.0%Sold out
Jump Financial, LLC0$00.00%−9,781−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−8,482−100.0%Sold out
Advisory Research Inc0$00.00%−8,407−100.0%Sold out
Chiron Investment Management, LLC0$00.00%−8,366−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−8,333−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−8,024−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−7,394−100.0%Sold out
Burns Matteson Capital Management, LLC0$00.00%−7,345−100.0%Sold out
Measured Wealth Private Client Group, LLC0$00.00%−7,245−100.0%Sold out
Tilt Investment Management Holdings, PBC0$00.00%−6,576−100.0%Sold out
HRT Financial LP0$00.00%−6,538−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−6,267−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−5,961−100.0%Sold out
XTX Topco Ltd0$00.00%−5,049−100.0%Sold out
AXA S.A.0$00.00%−5,000−100.0%Sold out
Transform Wealth, LLC0$00.00%−4,746−100.0%Sold out
Beverly Hills Private Wealth, LLC0$00.00%−4,772−100.0%Sold out
Neo Ivy Capital Management0$00.00%−4,413−100.0%Sold out
Veriti Management LLC0$00.00%−4,263−100.0%Sold out
Osborne Partners Capital Management, LLC0$00.00%−3,215−100.0%Sold out
Iron Financial, LLC0$00.00%−3,173−100.0%Sold out
Veritable, L.P.0$00.00%−3,127−100.0%Sold out
Zacks Investment Management0$00.00%−3,106−100.0%Sold out
Krane Funds Advisors LLC0$00.00%−3,076−100.0%Sold out
RVW Wealth, LLC0$00.00%−3,000−100.0%Sold out
West Bancorporation Inc0$00.00%−2,966−100.0%Sold out
Wetherby Asset Management Inc0$00.00%−2,868−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−2,815−100.0%Sold out
Balentine LLC0$00.00%−2,818−100.0%Sold out
Cetera Advisors LLC0$00.00%−2,765−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−2,653−100.0%Sold out
Ballentine Partners, LLC0$00.00%−2,645−100.0%Sold out
Diligent Investors, LLC0$00.00%−2,550−100.0%Sold out
Sigma Planning Corp0$00.00%−2,548−100.0%Sold out
TriaGen Wealth Management LLC0$00.00%−2,477−100.0%Sold out
Trustmark National Bank Trust Department0$00.00%−2,474−100.0%Sold out
Thrive Wealth Management, LLC0$00.00%−2,458−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−2,022−100.0%Sold out
PrairieView Partners, LLC0$00.00%−1,819−100.0%Sold out
State of Wyoming0$00.00%−1,360−100.0%Sold out
DuPont Capital Management Corp0$00.00%−1,351−100.0%Sold out
Benjamin F. Edwards & Company, Inc.0$00.00%−1,260−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−1,200−100.0%Sold out
Loring Wolcott & Coolidge Fiduciary Advisors LLP0$00.00%−567−100.0%Sold out
Headlands Technologies LLC0$00.00%−222−100.0%Sold out
Desjardins Global Asset Management Inc.0$00.00%−192−100.0%Sold out
Horan Securities, Inc.0$00.00%−166−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−161−100.0%Sold out
Clear Street Markets LLC0$00.00%−149−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−125−100.0%Sold out
Spire Wealth Management0$00.00%−124−100.0%Sold out
Pacifica Partners Inc.0$00.00%−85−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−76−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−76−100.0%Sold out
VitalStone Financial, LLC0$00.00%−19−100.0%Sold out
Ridgewood Investments LLC0$00.00%−20−100.0%Sold out
Disciplined Investments, LLC0$00.00%−16−100.0%Sold out
Silicon Valley Capital Partners0$00.00%−15−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−8−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−8−100.0%Sold out
Laffer Tengler Investments0$00.00%−7−100.0%Sold out
Pictet Asset Management SA––––Not filed
Heron Financial Group, LLC––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
First Capital Advisors Group, LLC.––––Not filed
Coastal Capital Group, Inc.––––Not filed
BerganKDV Wealth Management, LLC––––Not filed