Pinnacle West CapitalPNW
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 708 institutions reported holding Pinnacle West Capital (PNW) in their 13F filings, up 48 from Q4 2025. 89 opened new positions and 39 sold out. The largest holders were Capital Research Global Investors ($1.7B), BlackRock, Inc. ($1.2B) and Vanguard Capital Management LLC ($786.0M). 9 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management'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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $56.4M |
| Exits | 39 | $40.7M |
All 13F filers, Q4 2025 → Q1 2026: 12,326,018 shares bought and 5,466,177 shares sold, net +6,859,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 708 holders
| Capital Research Global Investors | 0.26% | Add +22.1% | 16,436,894 | $1.7B |
| BlackRock, Inc. | 0.02% | Reduce -0.3% | 11,768,580 | $1.2B |
| Vanguard Capital Management LLC | 0.02% | — | 7,801,440 | $786.0M |
| Barrow Hanley Mewhinney & Strauss LLC | 2.31% | Add +4.7% | 7,000,617 | $705.3M |
| State Street Corp. | 0.02% | Reduce -0.4% | 6,911,189 | $696.3M |
| Vanguard Portfolio Management LLC | 0.03% | — | 5,988,566 | $603.3M |
| ATLAS Infrastructure Partners (UK) Ltd. | 18.00% | Add +13.7% | 5,074,413 | $511.2M |
| Invesco Ltd. | 0.04% | Add +0.0% | 4,250,293 | $428.2M |
| Soroban Capital Partners LP | 2.78% | Add +34.0% | 3,854,815 | $388.4M |
| Geode Capital Management, LLC | 0.02% | Add +1.2% | 3,134,043 | $315.2M |
| Massachusetts Financial Services Co. | 0.10% | Reduce -1.9% | 2,844,387 | $286.6M |
| Two Sigma Investments, LP | 0.19% | Add +67.1% | 2,188,542 | $220.5M |
| Morgan Stanley | 0.01% | Add +9.2% | 2,060,995 | $207.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +134.3% | 1,568,131 | $158.0M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -6.5% | 1,417,306 | $142.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.1% | 1,345,955 | $135.6M |
| Squarepoint Ops LLC | 0.27% | Add +11.0% | 1,227,848 | $123.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.6% | 1,147,079 | $115.6M |
| Bank of New York Mellon Corp | 0.02% | Add +12.6% | 1,090,518 | $109.9M |
| Reaves W H & Co. Inc. | 1.80% | Reduce -37.3% | 1,078,046 | $108.6M |
| Franklin Resources Inc. | 0.03% | Add +0.0% | 1,076,065 | $108.4M |
| Assenagon Asset Management S.A. | 0.16% | Add +8.2% | 996,153 | $100.4M |
| Nuveen, LLC | 0.03% | Add +19.4% | 983,656 | $99.1M |
| First Trust Advisors LP | 0.07% | Reduce -28.3% | 982,564 | $99.0M |
| UBS Group AG | 0.02% | Add +127.6% | 965,909 | $97.3M |
| Northern Trust Corp. | 0.01% | Add +3.6% | 954,351 | $96.2M |
| Empower Advisory Group, LLC | 0.23% | Add +2.9% | 887,609 | $89.4M |
| Bank of America Corp. | 0.01% | Reduce -0.1% | 847,852 | $85.4M |
| Balyasny Asset Management L.P. | 0.17% | Add +5.5% | 808,876 | $81.5M |
| Barclays PLC | 0.03% | Reduce -3.1% | 744,281 | $75.0M |
| Cincinnati Financial Corp. | 1.48% | No change | 729,460 | $73.5M |
| Wellington Management Group LLP | 0.01% | Add +11.9% | 723,872 | $72.9M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 673,938 | $67.9M |
| HSBC Holdings PLC | 0.04% | Add +0.8% | 650,934 | $65.6M |
| Duff & Phelps Investment Management Co. | 0.65% | No change | 624,930 | $63.0M |
| Perpetual Ltd | 0.91% | Add +17.9% | 588,277 | $59.3M |
| Renaissance Technologies | 0.09% | Add +39.4% | 576,100 | $58.0M |
| JPMorgan Chase & Co. | 0.00% | Add +100.4% | 558,586 | $56.2M |
| Legal & General Group Plc | 0.01% | Reduce -8.2% | 553,426 | $55.8M |
| Zimmer Partners, LP | 1.29% | Add +266.5% | 500,055 | $50.4M |
| Gotham Asset Management | 0.15% | Reduce -1.0% | 499,149 | $50.3M |
| Epoch Investment Partners, Inc. | 0.30% | Reduce -1.4% | 498,231 | $50.2M |
| Newport Trust Company, LLC | 0.11% | Reduce -2.5% | 459,217 | $46.3M |
| Millennium Management | 0.03% | Add +85.8% | 437,714 | $44.1M |
| AQR Capital Management | 0.02% | Add +12.1% | 423,153 | $42.3M |
| Deutsche Bank AG | 0.01% | Reduce -8.2% | 396,692 | $40.0M |
| Quantinno Capital Management LP | 0.07% | Add +38.0% | 394,870 | $39.8M |
| BNP Paribas Financial Markets | 0.02% | Add +59.8% | 354,824 | $35.7M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Add +110.2% | 346,783 | $34.9M |
| Treasurer of the State of North Carolina | 0.11% | Add +9.4% | 346,057 | $34.9M |
| Victory Capital Management Inc. | 0.02% | Reduce -3.4% | 344,517 | $34.7M |
| Gabelli Funds LLC | 0.23% | Add +0.0% | 333,700 | $33.6M |
| Yaupon Capital Management LP | 1.52% | Reduce -40.4% | 304,982 | $30.7M |
| Cincinnati Insurance Co. | 0.45% | No change | 296,838 | $29.9M |
| Bank of Montreal | 0.01% | Add +20.5% | 283,732 | $28.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.3% | 281,196 | $28.3M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.35% | Reduce -0.3% | 277,025 | $27.9M |
| California Public Employees Retirement System | 0.02% | Reduce -13.2% | 275,327 | $27.7M |
| Thrivent Financial for Lutherans | 0.05% | Add +3350.0% | 267,579 | $27.0M |
| Vanguard Global Advisers, LLC | 0.01% | — | 249,966 | $25.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +0.6% | 243,452 | $24.5M |
| Swiss National Bank | 0.01% | Add +0.6% | 236,900 | $23.9M |
| Voloridge Investment Management, LLC | 0.09% | Reduce -43.2% | 227,531 | $22.9M |
| Jennison Associates LLC | 0.02% | Reduce -2.1% | 226,053 | $22.8M |
| Royal Bank of Canada | 0.00% | Add +6.5% | 225,298 | $22.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.3% | 222,217 | $22.4M |
| Rhumbline Advisers | 0.02% | Reduce -2.8% | 212,551 | $21.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Reduce -5.5% | 211,511 | $21.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +16.0% | 200,409 | $20.2M |
| Midwest Trust Co | 0.25% | Reduce -0.2% | 196,849 | $19.8M |
| AE Wealth Management LLC | 0.10% | Add +18.6% | 189,265 | $19.1M |
| Susquehanna Portfolio Strategies, LLC | 0.28% | Add +123.2% | 188,250 | $19.0M |
| Sei Investments Co. | 0.02% | Add +20.8% | 177,298 | $17.9M |
| Wells Fargo & Company | 0.00% | Add +14.1% | 174,813 | $17.6M |
| HRT Financial LP | 0.04% | Reduce -50.1% | 172,656 | $17.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.2% | 168,173 | $16.9M |
| Stifel Financial Corp. | 0.02% | Add +2.7% | 166,779 | $16.8M |
| Bridgewater Associates | 0.07% | Reduce -5.3% | 164,824 | $16.6M |
| Creative Planning | 0.01% | Add +66.7% | 164,145 | $16.5M |
| Federated Hermes, Inc. | 0.03% | Add +0.3% | 162,945 | $16.4M |
| Citigroup Inc. | 0.01% | Add +36.5% | 159,068 | $16.0M |
| Skba Capital Management LLC | 2.19% | Reduce -0.3% | 158,330 | $16.0M |
| State of Wisconsin Investment Board | 0.04% | Reduce -9.3% | 155,097 | $15.6M |
| Amundi | 0.00% | Reduce -19.9% | 154,737 | $15.6M |
| Aventail Capital Group, LP | 0.75% | Add +23.9% | 153,186 | $15.4M |
| Engineers Gate Manager LP | 0.19% | Add +347.9% | 152,644 | $15.4M |
| American Century Companies Inc. | 0.01% | Add +6.0% | 147,734 | $14.9M |
| California State Teachers Retirement System | 0.02% | Add +26.0% | 143,293 | $14.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -0.7% | 137,696 | $13.9M |
| Captrust Financial Advisors | 0.02% | Reduce -3.8% | 135,613 | $13.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.4% | 133,324 | $13.4M |
| LSV Asset Management | 0.03% | Reduce -8.3% | 124,510 | $12.5M |
| Harvest Portfolios Group Inc. | 0.21% | Add +14.1% | 123,367 | $12.4M |
| Raymond James Financial Inc. | 0.00% | Add +3.5% | 123,046 | $12.4M |
| Ceredex Value Advisors LLC | 0.37% | Reduce -29.3% | 117,900 | $11.9M |
| Capital Fund Management S.A. | 0.11% | New | 117,108 | $11.8M |
| Jane Street Group, LLC | 0.01% | Add +2035.7% | 117,059 | $11.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +1510.9% | 115,939 | $11.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.8% | 131,413 | $11.7M |
| Magellan Asset Management Ltd | 0.15% | Add +24.6% | 115,293 | $11.6M |
"% of holder's portfolio" is PNW's weight in each manager's 13F, not the share of Pinnacle West Capital the manager owns.