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 2025
Institutional positions in Pinnacle West Capital Corp as of Mar 31, 2025. 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
- 616
- +2 vs. Q4 2024
- Shares held
- 114.2M
- +2.43M (+2.2%) vs. Q4 2024
- Total value
- $10.9B
- +$1.40B (+14.8%) vs. Q4 2024
- New holders
- 72
- 234 more added
- Sold out
- 70
- 183 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Pinnacle West Capital Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $96 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 3 | $285 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $286 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $286 | 0.00% | +3 | New |
| West Paces Advisors Inc. | 4 | $381 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 5 | $476 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $477 | 0.00% | −5−50.0% | Reduced |
| Asset Dedication, LLC | 6 | $572 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $572 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $572 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $572 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 6 | $572 | 0.00% | +6 | New |
| Orion Capital Management LLC | 7 | $667 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $667 | 0.00% | +7 | New |
| Halbert Hargrove Global Advisors, LLC | 7 | $667 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 8 | $762 | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 8 | $762 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 8 | $762 | 0.00% | +8 | New |
| Sierra Ocean, LLC | 9 | $877 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 10 | $980 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $1.00K | 0.00% | +18 | New |
| HHM Wealth Advisors, LLC | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $1.33K | 0.00% | +9+180.0% | Added |
| SJS Investment Consulting Inc. | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $1.43K | 0.00% | +15 | New |
| WealthCollab, LLC | 17 | $1.62K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.81K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 90 | $1.81K | 0.00% | +71+373.7% | Added |
| Cornerstone Planning Group LLC | 20 | $1.89K | 0.00% | +3+17.6% | Added |
| Wealth Preservation Advisors, LLC | 22 | $2.10K | 0.00% | +22 | New |
| Carolinas Wealth Consulting LLC | 25 | $2.38K | 0.00% | +3+13.6% | Added |
| Dunhill Financial, LLC | 26 | $2.46K | 0.00% | −2−7.1% | Reduced |
| Bryn Mawr Trust Co | 30 | $2.86K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 37 | $3.00K | 0.00% | +37 | New |
| Pacifica Partners Inc. | 33 | $3.14K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 33 | $3.14K | 0.00% | −134−80.2% | Reduced |
| Wiser Advisor Group LLC | 33 | $3.14K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 34 | $3.24K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 36 | $3.30K | 0.00% | +1+2.9% | Added |
| Semmax Financial Advisors Inc. | 39 | $3.55K | 0.00% | +1+2.6% | Added |
| Anfield Capital Management, LLC | 41 | $3.90K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 41 | $3.91K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 45 | $4.00K | 0.00% | +28+164.7% | Added |
| Beacon Capital Management, LLC | 45 | $4.27K | 0.00% | +1+2.3% | Added |
| Colonial Trust Co | 48 | $4.61K | 0.00% | −228−82.6% | Reduced |
| Lowe Wealth Advisors, LLC | 50 | $4.76K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 51 | $4.86K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 58 | $5.53K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 59 | $5.62K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 62 | $5.91K | 0.00% | +62 | New |
| Binnacle Investments Inc | 63 | $6.00K | 0.00% | +63 | New |
| NewSquare Capital LLC | 66 | $6.29K | 0.00% | +36+120.0% | Added |
| Clearstead Advisors, LLC | 66 | $6.29K | 0.00% | +66 | New |
| Piscataqua Savings Bank | 70 | $6.67K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $6.86K | 0.00% | +5+7.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 73 | $6.95K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 73 | $6.95K | 0.00% | +32+78.0% | Added |
| Farmers & Merchants Investments Inc | 75 | $7.14K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 80 | $7.53K | 0.00% | −33−29.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 80 | $7.62K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 81 | $7.71K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 81 | $7.71K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 81 | $7.71K | 0.00% | +38+88.4% | Added |
| United Community Bank | 87 | $8.29K | 0.00% | +87 | New |
| Spire Wealth Management | 88 | $8.38K | 0.00% | +1+1.1% | Added |
| BOK Financial Private Wealth, Inc. | 100 | $9.53K | 0.00% | −18−15.3% | Reduced |
| Stephens Consulting, LLC | 100 | $9.53K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $9.53K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $9.53K | 0.00% | +100 | New |
| Red Tortoise LLC | 102 | $9.72K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 110 | $10.5K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 118 | $11.2K | 0.01% | +118 | New |
| Johnson Financial Group, Inc. | 121 | $11.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 122 | $11.6K | 0.00% | −14−10.3% | Reduced |
| WPG Advisers, LLC | 125 | $11.9K | 0.01% | +58+86.6% | Added |
| Pinnacle Bancorp, Inc. | 126 | $12.0K | 0.00% | −20−13.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 133 | $12.7K | 0.01% | +11+9.0% | Added |
| SRS Capital Advisors, Inc. | 136 | $13.0K | 0.00% | +123+946.2% | Added |
| Hemington Wealth Management | 138 | $13.0K | 0.00% | +34+32.7% | Added |
| City State Bank | 141 | $13.4K | 0.00% | −92−39.5% | Reduced |
| SBI Securities Co., Ltd. | 149 | $14.2K | 0.00% | +3+2.1% | Added |
| LRI Investments, LLC | 163 | $15.5K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 168 | $16.0K | 0.00% | +1+0.6% | Added |
| Heritage Wealth Advisors | 174 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 174 | $16.6K | 0.00% | +16+10.1% | Added |
| Trust Co of Vermont | 199 | $19.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $19.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 201 | $19.1K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 227 | $21.7K | 0.00% | −13−5.4% | Reduced |
| Alpine Bank Wealth Management | 233 | $22.2K | 0.00% | +233 | New |
| Hexagon Capital Partners LLC | 237 | $22.6K | 0.00% | +34+16.7% | Added |
| Sittner & Nelson, LLC | 250 | $23.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 259 | $24.7K | 0.01% | +259 | New |
| Quent Capital, LLC | 267 | $25.4K | 0.00% | +1+0.4% | Added |
| Costello Asset Management, INC | 268 | $25.6K | 0.01% | +268 | New |
| Covestor Ltd | 287 | $27.0K | 0.02% | +132+85.2% | Added |