Pinnacle West Capital (pnw 4.75 06/15/27)
13F holders, Q2 2026 (June 30)11holders
3new positions
3sold out
$1.44avg. 13F price*
At the end of Q2 2026, 11 institutions reported holding Pinnacle West Capital (pnw 4.75 06/15/27) in their 13F filings, unchanged from Q1 2026. 3 opened new positions and 3 sold out. The largest holders were Ovata Capital Management Ltd ($44.3M), TPG GP A, LLC ($23.8M) and Loomis Sayles & Co. L P ($16.1M).
- Company
- Pinnacle West Capital (pnw 4.75 06/15/27)
- CUSIP
- 723484AK7
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $29K |
| Exits | 3 | $12.6M |
All 13F filers, Q1 2026 → Q2 2026: 15,551,181 shares bought and 16,022,000 shares sold, net −470,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Ovata Capital Management Ltd | 3.32% | Add +64.4% | 37,000,000 | $44.3M |
| TPG GP A, LLC | 0.51% | Reduce -20.0% | 19,975,000 | $23.8M |
| Loomis Sayles & Co. L P | 0.02% | Add +21.3% | 150,152 | $16.1M |
| State of Wisconsin Investment Board | 0.01% | Add +33.3% | 4,000,000 | $4.8M |
| Income Research & Management | 1.97% | No change | 3,031,000 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 918,000 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | No change | 200,000 | $241K |
| &partners | 0.00% | No change | 165,000 | $197K |
| Focus Partners Wealth | 0.00% | New | 13,000 | $15K |
| Lanark Financial, Inc. | 0.00% | New | 9,000 | $11K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 2,777 | $3K |
"% of holder's portfolio" is PINNACLE WEST CAPITAL (PNW 4.75 06/15/27)'s weight in each manager's 13F, not the share of Pinnacle West Capital (pnw 4.75 06/15/27) the manager owns.