Pinnacle West CapitalPNW

13F holders, Q4 2024 (December 31)
616holders +37
76new positions
63sold out
8famous investors
$84.76avg. 13F price*

At the end of Q4 2024, 616 institutions reported holding Pinnacle West Capital (PNW) in their 13F filings, up 37 from Q3 2024. 76 opened new positions and 63 sold out. The largest holders were Vanguard Group Inc. ($1.2B), Capital Research Global Investors ($991.1M) and BlackRock, Inc. ($982.5M). 8 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ray Dalio (0.1% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions76$214.8M
Exits63$390.3M

All 13F filers, Q3 2024 → Q4 2024: 13,964,670 shares bought and 15,575,057 shares sold, net −1,610,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 616 holders

Vanguard Group Inc. 0.02% Add +1.0% 14,180,909 $1.2B
Capital Research Global Investors 0.20% Reduce -18.6% 11,691,348 $991.1M
BlackRock, Inc. 0.02% Add +11.6% 11,590,009 $982.5M
Barrow Hanley Mewhinney & Strauss LLC 1.98% Add +0.6% 6,864,993 $581.9M
State Street Corp. 0.02% Reduce -0.8% 6,350,128 $538.3M
Invesco Ltd. 0.07% Add +32.2% 4,298,009 $364.3M
Geode Capital Management, LLC 0.02% Add +7.7% 2,880,315 $243.9M
Massachusetts Financial Services Co. 0.07% Reduce -0.6% 2,689,598 $228.0M
Deutsche Bank AG 0.08% Add +33.4% 2,435,065 $206.4M
Norges Bank 0.03% Add +6.0% 2,296,277 $194.7M
Pictet Asset Management Holding SA 0.17% Add +16.9% 1,855,586 $157.3M
Morgan Stanley 0.01% Add +10.4% 1,757,698 $149.0M
Reaves W H & Co. Inc. 3.11% Add +35.2% 1,390,715 $117.9M
Nuveen Asset Management, LLC 0.03% Add +27.2% 1,146,185 $97.2M
Bank of New York Mellon Corp 0.02% Reduce -2.5% 1,122,584 $95.2M
Northern Trust Corp. 0.01% Add +8.4% 1,036,018 $87.8M
Charles Schwab Investment Management Inc. 0.02% Add +0.3% 1,031,190 $87.4M
Dimensional Fund Advisors LP 0.02% Add +4.6% 993,886 $84.3M
UBS Group AG 0.02% Add +127.2% 976,200 $82.8M
Voloridge Investment Management, LLC 0.29% Add +19.5% 968,894 $82.1M
Two Sigma Investments, LP 0.20% Add +133.4% 961,616 $81.5M
Two Sigma Advisers, LP 0.18% Add +462.8% 912,900 $77.4M
First Trust Advisors LP 0.07% Add +173.1% 879,551 $74.6M
Empower Advisory Group, LLC 0.25% Reduce -10.3% 873,164 $74.0M
Bank of America Corp. 0.01% Add +49.6% 845,493 $71.7M
ATLAS Infrastructure Partners (UK) Ltd. 17.20% Reduce -76.2% 845,130 $71.6M
Franklin Resources Inc. 0.02% Reduce -3.7% 831,234 $70.5M
Merewether Investment Management, LP 2.76% New 816,710 $69.2M
Captrust Financial Advisors 0.18% Add +1.2% 740,965 $62.8M
Cincinnati Financial Corp. 1.36% No change 729,460 $61.8M
FMR LLC 0.00% Add +5.6% 707,482 $60.0M
Assenagon Asset Management S.A. 0.10% Add +221.7% 677,274 $57.4M
Jacobs Levy Equity Management, Inc. 0.20% Add +4.3% 661,885 $56.1M
Duff & Phelps Investment Management Co. 0.63% No change 624,930 $53.0M
Legal & General Group Plc 0.01% Reduce -1.8% 615,724 $52.2M
Renaissance Technologies 0.08% Add +223.1% 614,900 $52.1M
Balyasny Asset Management L.P. 0.12% Add +23.3% 610,413 $51.7M
Epoch Investment Partners, Inc. 0.23% Reduce -3.3% 561,100 $47.6M
HSBC Holdings PLC 0.03% Add +31.6% 556,894 $47.2M
California Public Employees Retirement System 0.03% Add +1.7% 556,241 $47.2M
Newport Trust Company, LLC 0.11% Reduce -3.5% 539,717 $45.8M
Russell Investments Group, Ltd. 0.06% Add +19.2% 534,932 $45.4M
Barclays PLC 0.02% Add +151.0% 510,494 $43.3M
Adage Capital Partners Gp, L.L.C. 0.07% Add +65.6% 471,183 $39.9M
JPMorgan Chase & Co. 0.00% Reduce -33.2% 460,967 $39.1M
Squarepoint Ops LLC 0.09% Add +0.8% 416,712 $35.3M
Perpetual Ltd 0.40% Reduce -9.5% 402,344 $34.1M
Goldman Sachs Group Inc. 0.01% Reduce -42.7% 399,874 $33.9M
Victory Capital Management Inc. 0.03% Reduce -14.5% 389,900 $33.1M
Jennison Associates LLC 0.02% New 378,411 $32.1M
Millennium Management 0.03% Reduce -52.3% 375,314 $31.8M
Mizuho Markets Americas LLC 0.59% New 360,000 $30.5M
Gabelli Funds LLC 0.22% Reduce -0.8% 333,800 $28.3M
Federated Hermes, Inc. 0.06% Add +85.1% 322,039 $27.3M
Citadel Advisors 0.03% Reduce -82.6% 315,247 $26.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +8.9% 313,408 $26.6M
Cincinnati Insurance Co. 0.44% No change 296,838 $25.2M
Yaupon Capital Management LP 1.56% Add +16.0% 290,354 $24.6M
Qube Research & Technologies Ltd 0.04% Add +411.2% 270,587 $22.9M
AQR Capital Management 0.03% Add +105.1% 265,041 $22.5M
Man Group plc 0.07% Add +101.8% 257,814 $21.9M
Bank of Montreal 0.01% Add +3.0% 255,029 $21.6M
Manufacturers Life Insurance Company, The 0.02% Reduce -0.1% 242,189 $20.5M
Ameriprise Financial Inc. 0.01% Add +12.0% 235,036 $19.9M
Swiss National Bank 0.01% Add +0.7% 223,400 $18.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Reduce -0.4% 215,098 $18.2M
Aventail Capital Group, LP 0.95% New 213,153 $18.1M
Financial Counselors Inc. 0.26% Reduce -0.7% 209,981 $17.8M
BNP Paribas Financial Markets 0.01% Add +3.6% 208,055 $17.6M
Cubist Systematic Strategies, LLC 0.28% New 205,385 $17.4M
Citigroup Inc. 0.02% Add +100.6% 186,899 $15.8M
Wells Fargo & Company 0.00% Reduce -24.1% 177,773 $15.1M
Rhumbline Advisers 0.01% Reduce -1.4% 177,306 $15.0M
Tudor Investment Corporation 0.16% Add +519.2% 172,277 $14.6M
Susquehanna Fundamental Investments, LLC 0.24% — 168,404 $14.3M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Add +332.5% 166,224 $14.1M
Stifel Financial Corp. 0.01% Add +15.9% 163,084 $13.8M
Skba Capital Management LLC 2.17% Reduce -3.0% 161,910 $13.7M
Royal Bank of Canada 0.00% Reduce -12.8% 161,605 $13.7M
Bridgewater Associates 0.06% Add +56.7% 159,804 $13.5M
T. Rowe Price Associates Inc. 0.00% Add +0.4% 156,588 $13.3M
Alliancebernstein L.P. 0.00% Add +8.1% 154,943 $13.1M
Verition Fund Management LLC 0.06% Add +17.7% 146,340 $12.4M
New York State Teachers Retirement System 0.03% Reduce -0.3% 144,842 $12.3M
Amundi 0.00% Add +1781.8% 143,754 $12.0M
Cambiar Investors LLC 0.48% Reduce -10.8% 141,581 $12.0M
Wedge Capital Management L L P 0.21% Reduce -10.6% 138,885 $11.8M
Principal Financial Group Inc. 0.01% Reduce -0.3% 138,821 $11.8M
American Century Companies Inc. 0.01% Add +2.1% 129,333 $11.0M
State of Wisconsin Investment Board 0.03% Add +1.2% 123,809 $10.5M
National Bank of Canada 0.01% Add +114.5% 123,258 $10.5M
Channing Capital Management, LLC 0.28% Add +23.7% 123,081 $10.4M
Sei Investments Co. 0.01% Add +27.5% 116,842 $9.9M
NorthCoast Asset Management LLC 0.05% Add +1.2% 114,665 $9.7M
Schonfeld Strategic Advisors LLC 0.06% Add +16.3% 110,237 $9.3M
Aquatic Capital Management LLC 0.25% Add +368.9% 110,193 $9.3M
Twinbeech Capital LP 0.15% Add +214.8% 106,826 $9.1M
HITE Hedge Asset Management LLC 0.66% Add +15.4% 106,573 $9.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +29.0% 107,225 $9.0M
California State Teachers Retirement System 0.01% Reduce -2.1% 106,301 $9.0M

"% 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 616 holders