Pinnacle West CapitalPNW

13F holders, Q2 2025 (June 30)
631holders +15
68new positions
57sold out
9famous investors
$89.46avg. 13F price*

At the end of Q2 2025, 631 institutions reported holding Pinnacle West Capital (PNW) in their 13F filings, up 15 from Q1 2025. 68 opened new positions and 57 sold out. The largest holders were Capital Research Global Investors ($1.4B), Vanguard Group Inc. ($1.3B) and BlackRock, Inc. ($946.9M). 9 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions68$44.2M
Exits57$112.0M

All 13F filers, Q1 2025 → Q2 2025: 9,611,811 shares bought and 6,978,276 shares sold, net +2,633,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 631 holders

Capital Research Global Investors 0.27% Add +21.1% 15,095,112 $1.4B
Vanguard Group Inc. 0.02% Add +2.2% 14,781,290 $1.3B
BlackRock, Inc. 0.02% Reduce -2.1% 10,583,083 $946.9M
State Street Corp. 0.02% Add +5.5% 6,656,623 $595.6M
Barrow Hanley Mewhinney & Strauss LLC 2.01% Add +3.0% 6,655,144 $595.4M
Invesco Ltd. 0.06% Add +2.5% 4,248,954 $380.2M
Deutsche Bank AG 0.10% Add +35.8% 3,031,152 $271.2M
Geode Capital Management, LLC 0.02% Add +1.1% 3,026,662 $270.3M
ATLAS Infrastructure Partners (UK) Ltd. 18.24% Add +2.5% 2,862,950 $256.1M
Massachusetts Financial Services Co. 0.08% Add +3.1% 2,780,490 $248.8M
Morgan Stanley 0.01% Add +5.7% 1,909,922 $170.9M
Pictet Asset Management Holding SA 0.16% Reduce -2.8% 1,738,883 $155.6M
Reaves W H & Co. Inc. 2.95% Reduce -1.4% 1,487,921 $133.1M
Two Sigma Advisers, LP 0.24% Add +32.9% 1,287,900 $115.2M
Norges Bank 0.01% Reduce -41.4% 1,278,458 $114.4M
Two Sigma Investments, LP 0.21% Add +43.4% 1,265,753 $113.2M
First Trust Advisors LP 0.09% Reduce -9.5% 1,230,491 $110.1M
Dimensional Fund Advisors LP 0.02% Add +4.3% 1,152,066 $103.1M
Charles Schwab Investment Management Inc. 0.02% Add +5.5% 1,101,325 $98.5M
Bank of New York Mellon Corp 0.02% Reduce -1.8% 1,045,583 $93.5M
Northern Trust Corp. 0.01% Reduce -0.6% 996,096 $89.1M
Assenagon Asset Management S.A. 0.13% Reduce -11.6% 941,698 $84.3M
Franklin Resources Inc. 0.02% Add +12.3% 925,752 $82.8M
Nuveen, LLC 0.02% Reduce -15.1% 885,457 $79.2M
Millennium Management 0.07% Add +532.5% 869,727 $77.8M
Empower Advisory Group, LLC 0.23% Reduce -3.4% 848,621 $75.9M
Bank of America Corp. 0.01% Reduce -10.9% 843,462 $75.5M
Merewether Investment Management, LP 1.89% Add +4.0% 734,180 $65.7M
Cincinnati Financial Corp. 1.38% No change 729,460 $65.3M
Legal & General Group Plc 0.02% Add +6.9% 698,463 $62.5M
ExodusPoint Capital Management, LP 0.75% Add +11.5% 689,832 $61.7M
Squarepoint Ops LLC 0.12% Reduce -3.8% 628,047 $56.2M
Duff & Phelps Investment Management Co. 0.66% No change 624,930 $55.9M
Barclays PLC 0.02% Reduce -16.2% 564,508 $50.5M
JPMorgan Chase & Co. 0.00% Reduce -10.7% 535,435 $47.9M
Point72 Asset Management 0.11% Reduce -44.2% 503,285 $45.0M
Newport Trust Company, LLC 0.11% Reduce -2.9% 500,685 $44.8M
Zimmer Partners, LP 1.02% Add +900.0% 500,000 $44.7M
Adage Capital Partners Gp, L.L.C. 0.08% Reduce -8.2% 499,383 $44.7M
Epoch Investment Partners, Inc. 0.23% Reduce -7.6% 493,192 $44.1M
Goldman Sachs Group Inc. 0.01% Add +7.4% 473,868 $42.4M
California Public Employees Retirement System 0.03% Reduce -14.6% 454,833 $40.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +39.1% 451,835 $40.4M
Victory Capital Management Inc. 0.03% Reduce -1.9% 437,781 $39.2M
Perpetual Ltd 0.44% Add +5.3% 419,686 $37.5M
UBS Group AG 0.01% Reduce -37.5% 419,525 $37.5M
Russell Investments Group, Ltd. 0.05% Reduce -16.4% 401,794 $35.7M
Treasurer of the State of North Carolina 0.11% Add +129.4% 384,629 $34.4M
Yaupon Capital Management LP 2.22% Add +55.4% 372,131 $33.3M
Jennison Associates LLC 0.02% Reduce -1.2% 368,843 $33.0M
AQR Capital Management 0.03% Reduce -11.4% 367,290 $32.5M
HITE Hedge Asset Management LLC 1.81% Add +93.6% 351,573 $31.5M
Voloridge Investment Management, LLC 0.11% Reduce -51.7% 332,718 $29.8M
HSBC Holdings PLC 0.02% Reduce -16.6% 331,679 $29.7M
Gabelli Funds LLC 0.21% Add +0.4% 330,500 $29.6M
Federated Hermes, Inc. 0.05% Reduce -1.6% 317,522 $28.4M
Jacobs Levy Equity Management, Inc. 0.11% Reduce -19.1% 312,146 $27.9M
Cincinnati Insurance Co. 0.45% No change 296,838 $26.6M
Aventail Capital Group, LP 1.14% Reduce -1.8% 287,541 $25.7M
Gotham Asset Management 0.14% Add +73.9% 267,830 $24.0M
Alliancebernstein L.P. 0.01% Add +38.1% 265,447 $23.7M
Cubist Systematic Strategies, LLC 0.24% Add +104.0% 250,858 $22.4M
Manufacturers Life Insurance Company, The 0.02% Reduce -2.2% 233,907 $20.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Add +5.9% 229,403 $20.5M
Swiss National Bank 0.01% Add +3.5% 227,800 $20.4M
Ameriprise Financial Inc. 0.01% Reduce -0.9% 225,998 $20.2M
Bank of Montreal 0.01% Reduce -14.5% 222,868 $19.9M
Rhumbline Advisers 0.02% Add +10.1% 222,454 $19.9M
Wells Fargo & Company 0.00% Reduce -10.9% 209,546 $18.7M
Midwest Trust Co 0.25% — 199,522 $17.9M
Captrust Financial Advisors 0.04% Reduce -76.0% 180,094 $16.1M
Citadel Advisors 0.01% Add +15.7% 177,826 $15.9M
Stifel Financial Corp. 0.01% Reduce -7.3% 172,456 $15.4M
T. Rowe Price Associates Inc. 0.00% Add +6.3% 168,595 $15.1M
Royal Bank of Canada 0.00% Reduce -16.9% 164,537 $14.7M
Lazard Asset Management LLC 0.02% Add +14.3% 162,659 $14.6M
Edgestream Partners, L.P. 0.40% Add +225.8% 160,855 $14.4M
Skba Capital Management LLC 2.07% Add +0.1% 160,710 $14.4M
Amundi 0.00% Reduce -26.2% 153,227 $13.8M
Raymond James Financial Inc. 0.00% Add +0.8% 141,626 $12.7M
Principal Financial Group Inc. 0.01% Add +1.6% 140,139 $12.5M
AE Wealth Management LLC 0.09% Add +4666.1% 139,599 $12.5M
Sei Investments Co. 0.01% Add +12.9% 130,160 $11.6M
State of Wisconsin Investment Board 0.03% Add +12.8% 126,747 $11.3M
New York State Teachers Retirement System 0.02% Reduce -0.3% 125,825 $11.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +15.9% 124,741 $11.2M
Aquatic Capital Management LLC 0.21% Add +48.7% 115,403 $10.3M
BNP Paribas Financial Markets 0.01% Reduce -35.4% 114,675 $10.3M
California State Teachers Retirement System 0.01% Add +4.0% 112,374 $10.1M
Quantinno Capital Management LP 0.04% Add +64.4% 108,498 $9.7M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +4.0% 103,531 $9.3M
Schonfeld Strategic Advisors LLC 0.07% Add +31.2% 103,348 $9.2M
Citigroup Inc. 0.01% Reduce -22.4% 98,740 $8.8M
Envestnet Asset Management Inc. 0.00% Add +0.9% 96,115 $8.6M
Cerity Partners LLC 0.01% Reduce -32.8% 92,645 $8.3M
Cambiar Investors LLC 0.33% Reduce -29.1% 87,931 $7.9M
ING Groep NV 0.05% New 85,211 $7.6M
American Assets Investment Management, LLC 0.60% No change 83,000 $7.4M
National Bank of Canada 0.01% Reduce -34.3% 82,957 $7.4M
Jump Financial, LLC 0.09% Add +51.8% 82,717 $7.4M

"% 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 631 holders