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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Pinnacle West Capital Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 1,791 | $128.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,785 | $124.7K | 0.01% | −34−1.9% | Reduced |
| Quarry LP | 1,734 | $124.6K | 0.06% | +958+123.5% | Added |
| Tompkins Financial Corp | 1,600 | $114.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,469 | $105.5K | 0.01% | −4,318−74.6% | Reduced |
| Principal Securities, Inc. | 1,466 | $105.3K | 0.00% | +1,466 | New |
| NBC Securities, Inc. | 1,375 | $98.0K | 0.01% | −45−3.2% | Reduced |
| Private Trust Co NA | 1,357 | $97.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,343 | $96.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,234 | $88.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,209 | $86.9K | 0.00% | −50−4.0% | Reduced |
| Creative Capital Management Investments LLC | 1,156 | $83.0K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,094 | $80.6K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,100 | $79.0K | 0.05% | +1,100 | New |
| EntryPoint Capital, LLC | 1,083 | $77.8K | 0.07% | +1,083 | New |
| Signaturefd, LLC | 1,033 | $74.2K | 0.00% | −363−26.0% | Reduced |
| Larson Financial Group LLC | 1,030 | $74.0K | 0.01% | +7+0.7% | Added |
| Zions Bancorporation, N.A. | 1,026 | $73.7K | 0.01% | +6+0.6% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $71.8K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,000 | $71.8K | 0.00% | +183+22.4% | Added |
| EverSource Wealth Advisors, LLC | 967 | $69.5K | 0.01% | −5−0.5% | Reduced |
| West Tower Group, LLC | 934 | $67.1K | 0.14% | +894+2,235.0% | Added |
| Tidemark, LLC | 909 | $65.3K | 0.04% | +909 | New |
| UniSuper Management Pty Ltd | 882 | $63.4K | 0.00% | +882 | New |
| Quadrant Capital Group LLC | 878 | $63.1K | 0.01% | −121−12.1% | Reduced |
| Delta Asset Management LLC | 866 | $62.2K | 0.01% | −15−1.7% | Reduced |
| First Horizon Advisors, Inc. | 852 | $61.2K | 0.00% | +284+50.0% | Added |
| GAMMA Investing LLC | 849 | $58.5K | 0.02% | +849 | New |
| Montag A & Associates Inc | 800 | $57.5K | 0.00% | +300+60.0% | Added |
| Harbour Investments, Inc. | 795 | $57.1K | 0.00% | +43+5.7% | Added |
| Crewe Advisors LLC | 792 | $56.9K | 0.01% | +2+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 771 | $55.4K | 0.00% | +262+51.5% | Added |
| Bartlett & Co. LLC | 771 | $55.0K | 0.00% | +262+51.5% | Added |
| Addison Advisors LLC | 752 | $54.0K | 0.02% | −262−25.8% | Reduced |
| Ancora Advisors, LLC | 750 | $53.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 724 | $52.0K | 0.01% | −30−4.0% | Reduced |
| First Command Advisory Services, Inc. | 700 | $50.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 651 | $46.8K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 618 | $44.4K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 601 | $43.2K | 0.01% | 00.0% | Unchanged |
| Trust Co | 597 | $42.9K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 588 | $42.0K | 0.02% | −63−9.7% | Reduced |
| AdvisorNet Financial, Inc | 567 | $40.8K | 0.00% | +13+2.3% | Added |
| Central Trust Co | 550 | $39.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 532 | $39.0K | 0.00% | +483+985.7% | Added |
| McIlrath & Eck, LLC | 537 | $38.6K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 516 | $37.0K | 0.00% | −110−17.6% | Reduced |
| First Financial Corp | 500 | $35.9K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $35.9K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $35.9K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 481 | $34.6K | 0.02% | +199+70.6% | Added |
| Manchester Capital Management LLC | 475 | $34.1K | 0.00% | +9+1.9% | Added |
| DekaBank Deutsche Girozentrale | 420 | $30.0K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 411 | $29.5K | 0.03% | +411 | New |
| Tobam | 408 | $29.0K | 0.00% | +393+2,620.0% | Added |
| Monetary Management Group Inc | 400 | $28.7K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 400 | $28.7K | 0.01% | +400 | New |
| HM Payson & Co | 394 | $28.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 389 | $27.9K | 0.00% | +16+4.3% | Added |
| Heritage Wealth Advisors | 365 | $26.2K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 360 | $26.0K | 0.01% | −42−10.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 357 | $25.6K | 0.00% | +357 | New |
| Princeton Global Asset Management LLC | 350 | $25.1K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 350 | $25.1K | 0.02% | +350 | New |
| Lindbrook Capital, LLC | 328 | $23.6K | 0.00% | +37+12.7% | Added |
| Estabrook Capital Management | 326 | $23.4K | 0.00% | −170−34.3% | Reduced |
| Chesapeake Asset Management LLC | 326 | $23.4K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 325 | $23.3K | 0.01% | +325 | New |
| Bessemer Group Inc | 313 | $23.0K | 0.00% | −739−70.2% | Reduced |
| Quent Capital, LLC | 312 | $22.4K | 0.00% | −40−11.4% | Reduced |
| Gradient Investments LLC | 302 | $21.7K | 0.00% | +302 | New |
| Deseret Mutual Benefit Administrators | 293 | $21.0K | 0.01% | −70−19.3% | Reduced |
| TD Waterhouse Canada Inc. | 277 | $20.8K | 0.00% | +43+18.4% | Added |
| Brown Brothers Harriman & Co | 282 | $20.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 262 | $18.8K | 0.00% | −18−6.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 261 | $18.8K | 0.00% | −1,945−88.2% | Reduced |
| Sittner & Nelson, LLC | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 233 | $17.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 228 | $16.4K | 0.00% | −17−6.9% | Reduced |
| Focused Wealth Management, Inc | 216 | $15.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 200 | $14.4K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 178 | $12.8K | 0.00% | −118,265−99.8% | Reduced |
| Covestor Ltd | 168 | $12.0K | 0.01% | −469−73.6% | Reduced |
| Barrett & Company, Inc. | 167 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 166 | $11.9K | 0.00% | −55−24.9% | Reduced |
| JJJ Advisors Inc. | 156 | $11.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 142 | $10.2K | 0.00% | −87−38.0% | Reduced |
| Loomis Sayles & Co L P | 139 | $10.0K | 0.00% | +139 | New |
| Venturi Wealth Management, LLC | 133 | $9.55K | 0.00% | +10+8.1% | Added |
| Fortitude Family Office, LLC | 124 | $8.91K | 0.01% | +124 | New |
| Johnson Financial Group, Inc. | 121 | $8.69K | 0.00% | +121 | New |
| Rocky Mountain Advisers, LLC | 110 | $7.90K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 109 | $7.83K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 109 | $7.82K | 0.01% | +109 | New |
| Pinnacle Bancorp, Inc. | 103 | $7.40K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $7.33K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 100 | $7.18K | 0.00% | +100 | New |