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, Q1 2024
Institutional positions in Pinnacle West Capital Corp as of Mar 31, 2024. 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
- 525
- −19 vs. Q4 2023
- Shares held
- 112.6M
- +15.1M (+15.5%) vs. Q4 2023
- Total value
- $8.40B
- +$1.40B (+20.0%) vs. Q4 2023
- New holders
- 63
- 176 more added
- Sold out
- 82
- 190 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Pinnacle West Capital Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tidemark, LLC | 909 | $67.9K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 913 | $67.6K | 0.00% | +524+134.7% | Added |
| Ancora Advisors, LLC | 900 | $67.3K | 0.00% | +150+20.0% | Added |
| Delta Asset Management LLC | 866 | $64.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 828 | $61.9K | 0.00% | −50−5.7% | Reduced |
| GWM Advisors LLC | 820 | $61.3K | 0.00% | −180−18.0% | Reduced |
| Montag A & Associates Inc | 800 | $59.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 790 | $59.0K | 0.01% | −2−0.3% | Reduced |
| First Command Advisory Services, Inc. | 700 | $52.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 659 | $49.2K | 0.00% | +397+151.5% | Added |
| First Horizon Advisors, Inc. | 657 | $49.2K | 0.00% | −195−22.9% | Reduced |
| Caldwell Trust Co | 651 | $48.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 622 | $46.5K | 0.04% | +622 | New |
| Alaska Permanent Fund Corp | 618 | $46.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 610 | $45.6K | 0.00% | −1,990−76.5% | Reduced |
| First Personal Financial Services | 601 | $44.9K | 0.01% | 00.0% | Unchanged |
| Trust Co | 597 | $44.6K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 588 | $44.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 586 | $43.8K | 0.00% | +304+107.8% | Added |
| Central Trust Co | 550 | $41.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 513 | $38.3K | 0.01% | −24−4.5% | Reduced |
| DekaBank Deutsche Girozentrale | 520 | $38.0K | 0.00% | +100+23.8% | Added |
| Pacific Center for Financial Services | 500 | $37.4K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 500 | $37.4K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 497 | $37.1K | 0.00% | −298−37.5% | Reduced |
| Manchester Capital Management LLC | 495 | $37.0K | 0.00% | +20+4.2% | Added |
| Rise Advisors, LLC | 483 | $36.1K | 0.02% | +483 | New |
| VisionPoint Advisory Group, LLC | 460 | $34.4K | 0.01% | +460 | New |
| AdvisorNet Financial, Inc | 458 | $34.2K | 0.00% | −109−19.2% | Reduced |
| Custom Portfolio Group LLC | 411 | $30.7K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 401 | $30.0K | 0.01% | +401 | New |
| Monetary Management Group Inc | 400 | $29.9K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 400 | $29.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 398 | $29.7K | 0.01% | −83−17.3% | Reduced |
| HM Payson & Co | 394 | $29.4K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 381 | $28.5K | 0.00% | +381 | New |
| Lindbrook Capital, LLC | 359 | $26.8K | 0.00% | +31+9.5% | Added |
| BOK Financial Private Wealth, Inc. | 357 | $26.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 350 | $26.2K | 0.00% | −421−54.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 350 | $26.2K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 326 | $24.4K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 326 | $24.4K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 325 | $24.3K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 324 | $24.2K | 0.00% | +324 | New |
| Parkside Financial Bank & Trust | 323 | $24.1K | 0.00% | −401−55.4% | Reduced |
| TD Waterhouse Canada Inc. | 305 | $23.4K | 0.00% | +28+10.1% | Added |
| Gen-Wealth Partners Inc | 300 | $22.4K | 0.01% | +300 | New |
| Deseret Mutual Benefit Administrators | 293 | $21.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 266 | $19.9K | 0.00% | +38+16.7% | Added |
| Parallel Advisors, LLC | 262 | $19.6K | 0.00% | +120+84.5% | Added |
| Steward Partners Investment Advisory, LLC | 261 | $19.5K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 250 | $18.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 238 | $17.8K | 0.00% | −74−23.7% | Reduced |
| Sofos Investments, Inc. | 228 | $17.0K | 0.00% | +155+212.3% | Added |
| City State Bank | 233 | $17.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 217 | $16.2K | 0.00% | +217 | New |
| Resources Management Corp | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $14.9K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 200 | $14.9K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 193 | $14.4K | 0.00% | +187+3,116.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 178 | $13.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 178 | $13.3K | 0.00% | +75+72.8% | Added |
| Barrett & Company, Inc. | 167 | $12.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 157 | $11.7K | 0.00% | −9−5.4% | Reduced |
| JJJ Advisors Inc. | 156 | $11.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 150 | $11.2K | 0.00% | −200−57.1% | Reduced |
| Versant Capital Management, Inc | 136 | $10.2K | 0.00% | +102+300.0% | Added |
| Bell Investment Advisors, Inc | 132 | $9.87K | 0.00% | +111+528.6% | Added |
| Fortitude Family Office, LLC | 124 | $9.27K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 122 | $9.12K | 0.00% | +122 | New |
| Johnson Financial Group, Inc. | 121 | $9.04K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 110 | $8.24K | 0.01% | +1+0.9% | Added |
| Rocky Mountain Advisers, LLC | 110 | $8.22K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 109 | $8.15K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $7.62K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $7.47K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 81 | $6.05K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 80 | $5.98K | 0.00% | +78+3,900.0% | Added |
| Whittier Trust Co of Nevada Inc | 80 | $5.98K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 79 | $5.90K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 77 | $5.75K | 0.00% | −455−85.5% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $5.61K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 75 | $5.58K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 70 | $5.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $5.01K | 0.00% | −14−17.3% | Reduced |
| Colonial Trust Co | 65 | $4.88K | 0.00% | +65 | Added |
| Spire Wealth Management | 65 | $4.86K | 0.00% | +65 | New |
| MV Capital Management, Inc. | 58 | $4.33K | 0.00% | −5−7.9% | Reduced |
| Oakworth Capital, Inc. | 58 | $4.33K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 54 | $4.00K | 0.00% | −2,601−98.0% | Reduced |
| Glen Eagle Advisors, LLC | 51 | $3.79K | 0.00% | +1+2.0% | Added |
| Bruce G. Allen Investments, LLC | 49 | $3.66K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 47 | $3.48K | 0.00% | +42+840.0% | Added |
| Beacon Capital Management, LLC | 44 | $3.29K | 0.00% | −10−18.5% | Reduced |
| WealthCollab, LLC | 42 | $3.14K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 37 | $2.90K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 33 | $2.47K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $2.00K | 0.00% | −7−30.4% | Reduced |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | +40 | New |
| New Covenant Trust Company, N.A. | 24 | $1.79K | 0.00% | +24 | New |