Pinnacle West CapitalPNW

13F holders, Q1 2026 (March 31)
708holders +48
89new positions
39sold out
9famous investors
$100.73avg. 13F price*

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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions89$56.4M
Exits39$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.

Show all 708 holders