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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 400 | $38.1K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 400 | $38.1K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 371 | $35.3K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 393 | $35.0K | 0.02% | −27−6.4% | Reduced |
| YANKCOM Partnership | 341 | $32.5K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 326 | $31.1K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 325 | $31.0K | 0.00% | +325 | New |
| Chesapeake Asset Management LLC | 325 | $31.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 310 | $29.5K | 0.00% | −14−4.3% | Reduced |
| Gen-Wealth Partners Inc | 300 | $28.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $28.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $28.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 300 | $28.6K | 0.00% | +244+435.7% | Added |
| Steward Partners Investment Advisory, LLC | 295 | $28.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 293 | $27.9K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 291 | $27.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 287 | $27.0K | 0.02% | +132+85.2% | Added |
| Costello Asset Management, INC | 268 | $25.6K | 0.01% | +268 | New |
| Quent Capital, LLC | 267 | $25.4K | 0.00% | +1+0.4% | Added |
| Atlantic Trust, LLC | 259 | $24.7K | 0.01% | +259 | New |
| Sittner & Nelson, LLC | 250 | $23.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 237 | $22.6K | 0.00% | +34+16.7% | Added |
| Alpine Bank Wealth Management | 233 | $22.2K | 0.00% | +233 | New |
| CoreCap Advisors, LLC | 227 | $21.7K | 0.00% | −13−5.4% | Reduced |
| Riverview Trust Co | 201 | $19.1K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $19.1K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 199 | $19.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 174 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 174 | $16.6K | 0.00% | +16+10.1% | Added |
| Glen Eagle Advisors, LLC | 168 | $16.0K | 0.00% | +1+0.6% | Added |
| LRI Investments, LLC | 163 | $15.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 149 | $14.2K | 0.00% | +3+2.1% | Added |
| City State Bank | 141 | $13.4K | 0.00% | −92−39.5% | Reduced |
| Hemington Wealth Management | 138 | $13.0K | 0.00% | +34+32.7% | Added |
| SRS Capital Advisors, Inc. | 136 | $13.0K | 0.00% | +123+946.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 133 | $12.7K | 0.01% | +11+9.0% | Added |
| Pinnacle Bancorp, Inc. | 126 | $12.0K | 0.00% | −20−13.7% | Reduced |
| WPG Advisers, LLC | 125 | $11.9K | 0.01% | +58+86.6% | Added |
| Assetmark, Inc | 122 | $11.6K | 0.00% | −14−10.3% | Reduced |
| Johnson Financial Group, Inc. | 121 | $11.5K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 118 | $11.2K | 0.01% | +118 | New |
| Rocky Mountain Advisers, LLC | 110 | $10.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $9.72K | 0.01% | 00.0% | Unchanged |
| 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 |
| Spire Wealth Management | 88 | $8.38K | 0.00% | +1+1.1% | Added |
| United Community Bank | 87 | $8.29K | 0.00% | +87 | New |
| 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 |
| Whittier Trust Co of Nevada Inc | 80 | $7.62K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 80 | $7.53K | 0.00% | −33−29.2% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $7.14K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 73 | $6.95K | 0.00% | +32+78.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 73 | $6.95K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $6.86K | 0.00% | +5+7.5% | Added |
| Piscataqua Savings Bank | 70 | $6.67K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 66 | $6.29K | 0.00% | +36+120.0% | Added |
| Clearstead Advisors, LLC | 66 | $6.29K | 0.00% | +66 | New |
| Binnacle Investments Inc | 63 | $6.00K | 0.00% | +63 | New |
| N.E.W. Advisory Services LLC | 62 | $5.91K | 0.00% | +62 | New |
| MV Capital Management, Inc. | 59 | $5.62K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 58 | $5.53K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 51 | $4.86K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $4.76K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 48 | $4.61K | 0.00% | −228−82.6% | Reduced |
| Beacon Capital Management, LLC | 45 | $4.27K | 0.00% | +1+2.3% | Added |
| GW&K Investment Management, LLC | 45 | $4.00K | 0.00% | +28+164.7% | Added |
| Private Wealth Management Group, LLC | 41 | $3.91K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 41 | $3.90K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 39 | $3.55K | 0.00% | +1+2.6% | Added |
| Roxbury Financial LLC | 36 | $3.30K | 0.00% | +1+2.9% | Added |
| Synergy Investment Management, LLC | 34 | $3.24K | 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 |
| Pacifica Partners Inc. | 33 | $3.14K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 37 | $3.00K | 0.00% | +37 | New |
| Bryn Mawr Trust Co | 30 | $2.86K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $2.46K | 0.00% | −2−7.1% | Reduced |
| Carolinas Wealth Consulting LLC | 25 | $2.38K | 0.00% | +3+13.6% | Added |
| Wealth Preservation Advisors, LLC | 22 | $2.10K | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 20 | $1.89K | 0.00% | +3+17.6% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $1.81K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 90 | $1.81K | 0.00% | +71+373.7% | Added |
| WealthCollab, LLC | 17 | $1.62K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $1.43K | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 14 | $1.33K | 0.00% | +9+180.0% | Added |
| HHM Wealth Advisors, LLC | 12 | $1.14K | 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 |
| ORG Partners LLC | 10 | $980 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 9 | $877 | 0.00% | 00.0% | Unchanged |
| 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 |
| Orion Capital Management LLC | 7 | $667 | 0.00% | 00.0% | Unchanged |