Pinnacle West Capital (pnw 4.75 06/15/27)
13F holders, Q1 2026 (March 31)11holders +3
4new positions
0sold out
$1.33avg. 13F price*
At the end of Q1 2026, 11 institutions reported holding Pinnacle West Capital (pnw 4.75 06/15/27) in their 13F filings, up 3 from Q4 2025. 4 opened new positions and 0 sold out. The largest holders were TPG GP A, LLC ($28.6M), Ovata Capital Management Ltd ($25.8M) and Loomis Sayles & Co. L P ($12.5M).
- 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $35.5M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 32,711,000 shares bought and 5,585,113 shares sold, net +27,125,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| TPG GP A, LLC | 0.84% | New | 24,975,000 | $28.6M |
| Ovata Capital Management Ltd | 3.74% | Reduce -19.6% | 22,500,000 | $25.8M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -6.9% | 123,748 | $12.5M |
| Mizuho Securities USA LLC | 0.14% | Add +48.0% | 5,179,000 | $5.9M |
| Polar Capital Holdings Plc | 0.02% | New | 4,500,000 | $5.1M |
| Income Research & Management | 2.07% | No change | 3,031,000 | $3.5M |
| State of Wisconsin Investment Board | 0.01% | No change | 3,000,000 | $3.4M |
| Ssi Investment Management LLC | 0.13% | New | 1,343,000 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -7.7% | 918,000 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | New | 200,000 | $228K |
| &partners | 0.00% | Add +9.3% | 165,000 | $189K |
"% 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.