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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, Q4 2023

Institutional positions in Pinnacle West Capital Corp as of Dec 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
552
+38 vs. Q3 2023
Shares held
97.5M
−457.0K (−0.5%) vs. Q3 2023
Total value
$7.01B
−$213.4M (−3.0%) vs. Q3 2023
New holders
88
160 more added
Sold out
50
211 more reduced

9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 552 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 heldQ4 2023: $7.01B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Pinnacle West Capital Corp; share changes are against Q3 2023.

Institutions holding PNW in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC4$00.00%+4New
Scarborough Advisors, LLC79$00.00%+79New
Colonial Trust Co0$10.00%−36−100.0%Reduced
Carolinas Wealth Consulting LLC0$120.00%0Unchanged
Coppell Advisory Solutions LLC0$180.00%0New
PSI Advisors, LLC1$720.00%00.0%Unchanged
Colonial Trust Advisors2$1440.00%+2New
Castleview Partners, LLC2$1440.00%+2New
WestEnd Advisors, LLC3$2160.00%00.0%Unchanged
Sachetta, LLC3$2160.00%+3New
True Wealth Design, LLC4$2880.00%+1+33.3%Added
IAG Wealth Partners, LLC5$3590.00%00.0%Unchanged
Smartleaf Asset Management LLC5$3590.00%+5New
Foster Dykema Cabot & Partners, LLC6$4310.00%+6New
Orion Capital Management LLC7$5030.00%00.0%Unchanged
Dunhill Financial, LLC7$5080.00%+7New
Proequities, Inc.10$7180.00%+4+66.7%Added
Prestige Wealth Management Group LLC10$7190.00%00.0%Unchanged
Abound Wealth Management10$7190.00%+10New
Main Street Group, LTD13$9330.00%+13New
Tfo-TDC, LLC13$9340.00%00.0%Unchanged
Asset Dedication, LLC16$1.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.17$1.22K0.00%−2−10.5%Reduced
Clearstead Advisors, LLC17$1.22K0.00%+17New
DiNuzzo Private Wealth, Inc.17$1.22K0.00%+17New
Bell Investment Advisors, Inc21$1.51K0.00%−105−83.3%Reduced
Missouri Trust & Investment Co24$1.72K0.00%+24New
Sound Income Strategies, LLC26$1.87K0.00%+20+333.3%Added
Avion Wealth23$2.00K0.00%+7+43.8%Added
Tucker Asset Management LLC31$2.23K0.00%00.0%Unchanged
Wiser Advisor Group LLC33$2.37K0.00%+33New
Versant Capital Management, Inc34$2.44K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.37$2.50K0.00%+1+2.8%Added
Glassman Wealth Services35$2.51K0.00%−21−37.5%Reduced
Live Oak Investment Partners–$2.87K0.00%––
WealthCollab, LLC42$3.02K0.00%+42New
Bruce G. Allen Investments, LLC49$3.52K0.00%+49New
Glen Eagle Advisors, LLC50$3.59K0.00%+50New
Turtle Creek Wealth Advisors, LLC53$3.81K0.00%+53New
Beacon Capital Management, LLC54$3.98K0.00%00.0%Unchanged
Benjamin Edwards Inc55$4.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.58$4.17K0.00%00.0%Unchanged
MV Capital Management, Inc.63$4.53K0.00%−8−11.3%Reduced
Piscataqua Savings Bank70$5.03K0.00%00.0%Unchanged
Sofos Investments, Inc.73$5.24K0.00%−282−79.4%Reduced
Kiely Wealth Advisory Group, Inc.75$5.29K0.00%+75New
Farmers & Merchants Investments Inc75$5.39K0.00%−100−57.1%Reduced
Private Wealth Management Group, LLC79$5.68K0.00%+79New
Whittier Trust Co of Nevada Inc80$5.75K0.00%00.0%Unchanged
Financial Perspectives, Inc81$5.82K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC81$5.82K0.00%+9+12.5%Added
Stephens Consulting, LLC100$7.18K0.00%00.0%Unchanged
Headlands Technologies LLC100$7.18K0.00%+100New
Red Tortoise LLC102$7.33K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.103$7.40K0.00%00.0%Unchanged
Clear Point Advisors Inc.109$7.82K0.01%+109New
Beaird Harris Wealth Management, LLC109$7.83K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC110$7.90K0.00%00.0%Unchanged
Johnson Financial Group, Inc.121$8.69K0.00%+121New
Fortitude Family Office, LLC124$8.91K0.01%+124New
Venturi Wealth Management, LLC133$9.55K0.00%+10+8.1%Added
Loomis Sayles & Co L P139$10.0K0.00%+139New
Parallel Advisors, LLC142$10.2K0.00%−87−38.0%Reduced
JJJ Advisors Inc.156$11.2K0.00%00.0%Unchanged
Hexagon Capital Partners LLC166$11.9K0.00%−55−24.9%Reduced
Barrett & Company, Inc.167$12.0K0.01%00.0%Unchanged
Covestor Ltd168$12.0K0.01%−469−73.6%Reduced
Kayne Anderson Rudnick Investment Management LLC178$12.8K0.00%−118,265−99.8%Reduced
Resources Management Corp200$14.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC200$14.4K0.00%00.0%Unchanged
Retirement Group, LLC200$14.4K0.01%00.0%Unchanged
Focused Wealth Management, Inc216$15.5K0.00%00.0%Unchanged
Allworth Financial LP228$16.4K0.00%−17−6.9%Reduced
City State Bank233$17.0K0.01%00.0%Unchanged
Sittner & Nelson, LLC250$18.0K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC261$18.8K0.00%−1,945−88.2%Reduced
Massmutual Trust Co FSB262$18.8K0.00%−18−6.4%Reduced
Brown Brothers Harriman & Co282$20.3K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.277$20.8K0.00%+43+18.4%Added
Deseret Mutual Benefit Administrators293$21.0K0.01%−70−19.3%Reduced
Gradient Investments LLC302$21.7K0.00%+302New
Quent Capital, LLC312$22.4K0.00%−40−11.4%Reduced
Bessemer Group Inc313$23.0K0.00%−739−70.2%Reduced
Independence Bank of Kentucky325$23.3K0.01%+325New
Chesapeake Asset Management LLC326$23.4K0.02%00.0%Unchanged
Estabrook Capital Management326$23.4K0.00%−170−34.3%Reduced
Lindbrook Capital, LLC328$23.6K0.00%+37+12.7%Added
Princeton Global Asset Management LLC350$25.1K0.01%00.0%Unchanged
MeadowBrook Investment Advisors LLC350$25.1K0.02%+350New
BOK Financial Private Wealth, Inc.357$25.6K0.00%+357New
Kepos Capital LP360$26.0K0.01%−42−10.4%Reduced
Heritage Wealth Advisors365$26.2K0.00%00.0%Unchanged
Farther Finance Advisors, LLC389$27.9K0.00%+16+4.3%Added
HM Payson & Co394$28.3K0.00%00.0%Unchanged
Monetary Management Group Inc400$28.7K0.01%00.0%Unchanged
First United Bank Trust400$28.7K0.01%+400New
Tobam408$29.0K0.00%+393+2,620.0%Added
Custom Portfolio Group LLC411$29.5K0.03%+411New
DekaBank Deutsche Girozentrale420$30.0K0.00%00.0%Unchanged
Manchester Capital Management LLC475$34.1K0.00%+9+1.9%Added