Pinnacle West CapitalPNW

13F holders, Q1 2024 (March 31)
525holders
7famous investors
$74.64avg. 13F price*

At the end of Q1 2024, 525 institutions reported holding Pinnacle West Capital (PNW) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.1B), Capital Research Global Investors ($960.4M) and BlackRock Inc. ($769.2M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Pinnacle West Capital
Sector
Utilities
CUSIP
723484101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 525Q1 2024Q2 2024: 543Q2 2024Q3 2024: 579Q3 2024Q4 2024: 616Q4 2024Q1 2025: 616Q1 2025Q2 2025: 631Q2 2025Q3 2025: 623Q3 2025Q4 2025: 660Q4 2025Q1 2026: 708Q1 2026Q2 2026: 731Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions57$658.4M
Exits80$185.2M

Ownership 525 holders

Vanguard Group Inc. 0.02% Reduce -1.1% 14,126,942 $1.1B
Capital Research Global Investors 0.22% Add +97.5% 12,851,930 $960.4M
BlackRock Inc. 0.02% Add +2.5% 10,293,228 $769.2M
Lazard Asset Management LLC 0.66% Add +72.7% 6,719,397 $502.1M
State Street Corp. 0.02% Reduce -4.7% 6,477,431 $484.1M
Barrow Hanley Mewhinney & Strauss LLC 1.41% Reduce -2.0% 5,606,251 $419.0M
Invesco Ltd. 0.06% Reduce -6.4% 3,759,401 $280.9M
ATLAS Infrastructure Partners (UK) Ltd. 16.89% New 3,343,928 $249.9M
Geode Capital Management, LLC 0.02% Add +4.2% 2,778,648 $207.4M
Massachusetts Financial Services Co. 0.06% Reduce -0.7% 2,727,205 $203.8M
Zimmer Partners, LP 4.32% New 2,655,010 $198.4M
Norges Bank 0.02% Add +33.7% 2,101,712 $157.1M
American Century Companies Inc. 0.09% Add +2.3% 1,865,933 $139.4M
Pictet Asset Management Holding SA 0.15% Add +6093.1% 1,806,479 $135.0M
Morgan Stanley 0.01% Add +0.4% 1,412,272 $105.5M
Bank of New York Mellon Corp 0.02% Reduce -3.7% 1,115,913 $83.4M
Charles Schwab Investment Management Inc. 0.02% Add +1.5% 1,006,439 $75.2M
Northern Trust Corp. 0.01% Reduce -1.3% 993,722 $74.3M
Reaves W H & Co. Inc. 2.65% Add +19.0% 969,176 $72.4M
Empower Advisory Group, LLC 0.26% Add +4.2% 939,797 $70.2M
Legal & General Group Plc 0.02% Add +0.7% 930,766 $69.6M
Franklin Resources Inc. 0.02% Reduce -21.3% 882,761 $66.0M
Nuveen Asset Management, LLC 0.02% Add +59.3% 850,608 $63.8M
Cincinnati Financial Corp. 1.20% No change 729,460 $54.5M
Captrust Financial Advisors 0.20% Add +13.6% 854,661 $53.8M
ExodusPoint Capital Management, LP 0.63% New 678,454 $50.7M
California Public Employees Retirement System 0.04% Add +2.5% 665,960 $49.8M
JPMorgan Chase & Co. 0.00% Reduce -19.2% 645,964 $48.3M
Dimensional Fund Advisors LP 0.01% Add +13.8% 644,321 $48.2M
Jacobs Levy Equity Management, Inc. 0.21% Add +5.1% 641,865 $48.0M
Epoch Investment Partners, Inc. 0.21% Reduce -14.8% 625,176 $46.7M
Duff & Phelps Investment Management Co. 0.56% No change 624,930 $46.7M
Newport Trust Company, LLC 0.13% Reduce -5.6% 624,662 $46.7M
Deutsche Bank AG 0.02% Add +282.7% 616,103 $46.0M
Goldman Sachs Group Inc. 0.01% Reduce -10.9% 612,824 $45.8M
FMR LLC 0.00% Add +29.8% 590,317 $44.1M
Squarepoint Ops LLC 0.18% Add +80.8% 564,280 $42.2M
Ameriprise Financial Inc. 0.01% Reduce -31.1% 563,400 $42.1M
HSBC Holdings PLC 0.03% Reduce -2.4% 487,817 $36.4M
Schonfeld Strategic Advisors LLC 0.25% Add +8641.8% 428,349 $32.0M
Russell Investments Group, Ltd. 0.05% Reduce -5.9% 425,793 $31.6M
Victory Capital Management Inc. 0.03% Add +31.6% 410,352 $30.7M
Adage Capital Partners Gp, L.L.C. 0.05% New 386,183 $28.9M
First Trust Advisors LP 0.03% Reduce -69.3% 369,945 $27.6M
Gabelli Funds LLC 0.19% Reduce -0.9% 342,100 $25.6M
Citadel Advisors 0.02% Add +148.9% 303,974 $22.7M
Cincinnati Insurance Co. 0.36% No change 296,838 $22.2M
Perpetual Ltd 0.21% Add +3.0% 290,729 $21.5M
CBRE Investment Management Listed Real Assets LLC 0.38% New 271,504 $20.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +2.0% 256,831 $19.2M
Guggenheim Capital LLC 0.13% Add +24.9% 251,308 $18.8M
Bank of America Corp. 0.00% Reduce -1.6% 248,475 $18.6M
Sei Investments Co. 0.03% Add +15.7% 228,555 $17.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Add +6.6% 226,974 $17.0M
Swiss National Bank 0.01% Add +0.3% 223,900 $16.7M
Barclays PLC 0.01% Add +4.4% 209,958 $15.7M
UBS Group AG 0.01% Reduce -51.2% 206,472 $15.4M
Ghisallo Capital Management LLC 1.89% New 200,000 $14.9M
Financial Counselors Inc. 0.24% Add +9.2% 188,385 $14.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.3% 186,897 $14.0M
Rhumbline Advisers 0.01% Reduce -8.0% 184,900 $13.8M
Balyasny Asset Management L.P. 0.04% Reduce -34.0% 181,299 $13.5M
Bank of Montreal 0.00% Reduce -14.3% 180,694 $13.5M
Wedge Capital Management L L P 0.21% Add +15.5% 176,962 $13.2M
Susquehanna Fundamental Investments, LLC 0.60% New 171,604 $12.8M
Skba Capital Management LLC 1.99% Add +13.2% 170,010 $12.7M
Cambiar Investors LLC 0.46% New 166,521 $12.4M
T. Rowe Price Associates Inc. 0.00% Add +2.0% 150,298 $11.2M
Wells Fargo & Company 0.00% Reduce -7.7% 145,781 $10.9M
New York State Teachers Retirement System 0.02% Add +0.0% 145,664 $10.9M
Alliancebernstein L.P. 0.00% Reduce -1.3% 142,037 $10.6M
Envestnet Asset Management Inc. 0.00% Reduce -85.9% 138,565 $10.4M
Millennium Management 0.01% Reduce -65.4% 135,610 $10.1M
Stifel Financial Corp. 0.01% Add +16.8% 131,774 $9.8M
Federated Hermes, Inc. 0.02% Add +6.9% 130,976 $9.8M
Principal Financial Group Inc. 0.01% Add +1.5% 129,703 $9.7M
Aventail Capital Group, LP 0.73% New 127,609 $9.5M
State Board of Administration of Florida Retirement System 0.02% Reduce -5.9% 119,946 $9.5M
Royal Bank of Canada 0.00% Reduce -30.0% 123,372 $9.2M
Alyeska Investment Group, L.P. 0.06% New 118,595 $8.9M
Credit Suisse AG/ 0.01% Reduce -3.0% 117,656 $8.8M
BNP Paribas Financial Markets 0.01% Reduce -41.5% 115,749 $8.6M
California State Teachers Retirement System 0.01% Reduce -5.1% 115,606 $8.6M
Capstone Investment Advisors, LLC 0.29% New 111,876 $8.4M
Alberta Investment Management Corp 0.08% Add +92.4% 106,363 $7.9M
NorthCoast Asset Management LLC 0.10% Add +1.3% 102,066 $7.6M
AQR Capital Management 0.01% Reduce -40.9% 101,125 $7.5M
Bornite Capital Management LP 1.25% New 100,000 $7.5M
Boston Partners 0.01% Reduce -5.9% 95,714 $7.2M
Magellan Asset Management Ltd 0.07% Add +4.3% 95,521 $7.1M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +83.3% 93,778 $7.0M
State of Wisconsin Investment Board 0.02% Add +39.6% 93,107 $7.0M
Citigroup Inc. 0.01% Reduce -23.9% 91,297 $6.8M
Yaupon Capital Management LP 0.59% New 90,707 $6.8M
Verity & Verity, LLC 0.75% Reduce -4.0% 90,010 $6.7M
Prudential Financial Inc. 0.01% Reduce -33.5% 86,826 $6.5M
Keystone Financial Planning, Inc. 2.04% Reduce -1.9% 84,148 $6.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +52.5% 83,124 $6.2M
American Assets Investment Management, LLC 0.59% No change 83,000 $6.2M
Macquarie Group Ltd. 0.01% Reduce -5.3% 82,092 $6.1M

"% of holder's portfolio" is PNW's weight in each manager's 13F, not the share of Pinnacle West Capital the manager owns.

Show all 525 holders