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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Pinnacle West Capital Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 1,259 | $92.8K | 0.00% | +50+4.1% | Added |
| St Germain D J Co Inc | 1,234 | $90.9K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,156 | $85.2K | 0.06% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,142 | $84.1K | 0.00% | +1,142 | New |
| Salomon & Ludwin, LLC | 1,094 | $80.6K | 0.01% | +1,094 | New |
| Credit Agricole S A | 1,066 | $78.5K | 0.00% | +1,066 | New |
| Bessemer Group Inc | 1,052 | $77.0K | 0.00% | −57−5.1% | Reduced |
| Larson Financial Group LLC | 1,023 | $75.4K | 0.01% | +1,012+9,200.0% | Added |
| Zions Bancorporation, N.A. | 1,020 | $75.2K | 0.01% | −1−0.1% | Reduced |
| Addison Advisors LLC | 1,014 | $74.7K | 0.03% | +144+16.6% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $73.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 999 | $73.6K | 0.01% | −156−13.5% | Reduced |
| EverSource Wealth Advisors, LLC | 972 | $71.6K | 0.01% | +9+0.9% | Added |
| Delta Asset Management LLC | 881 | $64.9K | 0.01% | −185−17.4% | Reduced |
| GWM Advisors LLC | 817 | $60.2K | 0.00% | −99−10.8% | Reduced |
| Crewe Advisors LLC | 790 | $58.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 776 | $57.2K | 0.04% | +776 | New |
| Parkside Financial Bank & Trust | 754 | $55.6K | 0.01% | +109+16.9% | Added |
| Harbour Investments, Inc. | 752 | $55.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 750 | $55.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 707 | $52.1K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 700 | $51.6K | 0.00% | +700 | New |
| Sentry Investment Management LLC | 651 | $48.0K | 0.02% | −90−12.1% | Reduced |
| Caldwell Trust Co | 651 | $48.0K | 0.01% | −100−13.3% | Reduced |
| Covestor Ltd | 637 | $47.0K | 0.04% | −1,292−67.0% | Reduced |
| Penserra Capital Management LLC | 626 | $46.0K | 0.00% | −103−14.1% | Reduced |
| Riverview Trust Co | 622 | $45.8K | 0.04% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 618 | $45.5K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 601 | $44.3K | 0.01% | 00.0% | Unchanged |
| Trust Co | 597 | $44.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 568 | $41.9K | 0.00% | +25+4.6% | Added |
| AdvisorNet Financial, Inc | 554 | $40.8K | 0.00% | +1+0.2% | Added |
| Central Trust Co | 550 | $40.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 537 | $39.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 509 | $38.0K | 0.00% | +9+1.8% | Added |
| Bartlett & Co. Wealth Management LLC | 509 | $37.5K | 0.00% | +9+1.8% | Added |
| First Financial Corp | 500 | $36.8K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 500 | $36.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $36.8K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $36.8K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 496 | $36.5K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 466 | $34.3K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 420 | $31.0K | 0.00% | −1,044−71.3% | Reduced |
| Kepos Capital LP | 402 | $30.0K | 0.01% | −1,062−72.5% | Reduced |
| Monetary Management Group Inc | 400 | $29.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 394 | $29.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 373 | $27.5K | 0.00% | +23+6.6% | Added |
| Heritage Wealth Advisors | 365 | $26.9K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 363 | $26.7K | 0.01% | −13−3.5% | Reduced |
| Sofos Investments, Inc. | 355 | $26.5K | 0.00% | +274+338.3% | Added |
| Quent Capital, LLC | 352 | $26.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 350 | $25.8K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 326 | $24.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 291 | $21.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 282 | $20.8K | 0.01% | −26−8.4% | Reduced |
| Brown Brothers Harriman & Co | 282 | $20.8K | 0.00% | +87+44.6% | Added |
| Massmutual Trust Co FSB | 280 | $20.6K | 0.00% | −92−24.7% | Reduced |
| Elequin Capital LP | 267 | $19.7K | 0.00% | +267 | New |
| Sittner & Nelson, LLC | 250 | $18.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 245 | $18.1K | 0.00% | −3−1.2% | Reduced |
| City State Bank | 233 | $17.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 234 | $16.9K | 0.00% | −184−44.0% | Reduced |
| Parallel Advisors, LLC | 229 | $16.9K | 0.00% | +38+19.9% | Added |
| Hexagon Capital Partners LLC | 221 | $16.3K | 0.00% | −63−22.2% | Reduced |
| Focused Wealth Management, Inc | 216 | $15.9K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 212 | $15.1K | 0.00% | +212 | New |
| Resources Management Corp | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 200 | $14.7K | 0.01% | −400−66.7% | Reduced |
| Tortoise Investment Management, LLC | 200 | $14.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 175 | $12.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 167 | $12.3K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 156 | $11.5K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 146 | $10.8K | 0.00% | +146 | New |
| South State Corp. | 140 | $10.3K | 0.00% | +140 | New |
| Bell Investment Advisors, Inc | 126 | $9.28K | 0.00% | −1−0.8% | Reduced |
| Venturi Wealth Management, LLC | 123 | $9.06K | 0.00% | +123 | New |
| Rocky Mountain Advisers, LLC | 110 | $8.11K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 109 | $8.03K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 103 | $7.59K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $7.51K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $7.37K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 98 | $7.22K | 0.00% | +98 | New |
| Baker Avenue Asset Management, LP | 87 | $6.41K | 0.00% | +19+27.9% | Added |
| Macroview Investment Management LLC | 84 | $6.19K | 0.01% | +84 | New |
| Financial Perspectives, Inc | 81 | $5.97K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 80 | $5.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $5.30K | 0.00% | +4+5.9% | Added |
| MV Capital Management, Inc. | 71 | $5.23K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 70 | $5.16K | 0.00% | −130−65.0% | Reduced |
| Valley National Advisers Inc | 65 | $5.00K | 0.00% | +65 | New |
| Beacon Capital Management, LLC | 54 | $4.40K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 58 | $4.27K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 56 | $4.13K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 49 | $4.00K | 0.00% | +27+122.7% | Added |
| Steward Financial Group LLC | 57 | $4.00K | 0.00% | +57 | New |
| Live Oak Investment Partners | – | $2.95K | 0.00% | – | – |
| West Tower Group, LLC | 40 | $2.95K | 0.00% | +40 | New |
| Colonial Trust Co | 36 | $2.73K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 36 | $2.54K | 0.00% | +36 | New |