Go Pro

Pinnacle West Capital (PNW) Institutional Ownership

Pinnacle West Capital logo
$97.48 -1.90 (-1.91%)
As of 01:38 PM Eastern

Institutional Ownership Changes (13F Filings) for Pinnacle West Capital (NYSE:PNW)

Current
Institutional Ownership
Percentage
91.51%
Number of
Institutional Buyers
(last 12 months)
355
Total
Institutional Inflows
(last 12 months)
$2.37B
Number of
Institutional Sellers
(last 12 months)
213
Total
Institutional Outflows
(last 12 months)
$922.57M
Get PNW Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pinnacle West Capital stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PNW Institutional Buying and Selling by Quarter

Pinnacle West Capital Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026 First PREMIER Bank1,016$109K0.0%N/A0.001%
8/20/2026 Teza Capital Management LLC3,867$414K0.8%+6.9%0.003%
8/20/2026 Ancora Advisors LLC750$80K0.0%-48.7%0.001%
8/20/2026 Cookson Peirce & Co. Inc.13,490$1.44M0.0%+6.0%0.011%
8/20/2026 Greenleaf Trust3,180$340K0.0%+36.2%0.003%
8/19/2026 Capital Advisors Inc. OK1,971$211K0.0%N/A0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC291,694$31.21M0.0%+3.7%0.241%
8/19/2026 New Mexico Educational Retirement Board5,960$638K0.0%+7.2%0.005%
8/19/2026 Van ECK Associates Corp51,611$5.52M0.0%+6.6%0.043%
8/19/2026 Hsbc Holdings PLC606,558$64.95M0.0%-6.8%0.500%
8/19/2026 Wellington Management Group LLP1,456,941$155.89M0.0%+101.3%1.202%
8/18/2026 Beacon Pointe Advisors LLC4,359$466K0.0%N/A0.004%
8/18/2026 Rakuten Investment Management Inc.12,849$1.39M0.0%N/A0.011%
8/18/2026 Glenview Trust Co2,000$214K0.0%N/A0.002%
8/18/2026 Empowered Funds LLC4,217$451K0.0%N/A0.003%
8/18/2026 United Capital Financial Advisors LLC3,960$424K0.0%N/A0.003%
8/18/2026 Equitable Holdings Inc.4,795$513K0.0%N/A0.004%
8/18/2026Jefferies Financial Group Inc.18,003$1.93M0.0%N/A0.015%
8/18/2026 Public Employees Retirement System of Ohio37,495$4.01M0.0%N/A0.031%
8/17/2026 Capstone Investment Advisors LLC4,949$530K0.0%N/A0.004%
8/17/2026 Corient Private Wealth LP87,891$9.41M0.0%N/A0.073%
8/15/2026 Invst LLC6,812$729K0.1%N/A0.006%
8/15/2026 Jupiter Topco LLC54,939$5.88M0.0%N/A0.045%
8/14/2026 Hsbc Holdings PLC606,558$64.95M0.0%N/A0.500%
8/14/2026 Ancora Advisors LLC750$80K0.0%N/A0.001%
8/14/2026 Canada Pension Plan Investment Board24,700$2.64M0.0%N/A0.020%
8/14/2026 Legal & General Group Plc576,481$61.68M0.0%N/A0.476%
8/14/2026 The Manufacturers Life Insurance Company 248,651$26.61M0.0%N/A0.205%
8/14/2026 Jones Financial Companies Lllp739$79K0.0%N/A0.001%
8/14/2026 Van Hulzen Asset Management LLC2,000$214K0.0%N/A0.002%
8/14/2026 Algert Global LLC85,002$9.10M0.1%-18.4%0.070%
8/13/2026 Sanctuary Advisors LLC5,395$577K0.0%N/A0.004%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.154,985$16.58M0.0%N/A0.128%
8/13/2026 Magellan Asset Management Ltd127,654$13.66M0.3%N/A0.105%
8/13/2026 Barrow Hanley Mewhinney & Strauss LLC6,575,681$703.60M2.1%N/A5.425%
8/13/2026 Bank of Nova Scotia5,310$568K0.0%N/A0.004%
8/12/2026 Compass Financial Management LLC329$33K0.0%N/A0.000%
8/12/2026 Commerce Bank11,783$1.26M0.0%N/A0.010%
8/12/2026 Northwestern Mutual Wealth Management Co.6,590$705K0.0%N/A0.005%
8/12/2026 Quantbot Technologies LP36,631$3.92M0.2%N/A0.030%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
8/12/2026 Evolve Private Wealth LLC2,092$224K0.0%N/A0.002%
8/12/2026 Landscape Capital Management L.L.C.20,912$2.24M0.1%N/A0.017%
8/12/2026 EP Wealth Advisors LLC5,129$549K0.0%N/A0.004%
8/11/2026 Allworth Financial LP1,432$153K0.0%N/A0.001%
8/11/2026 Virtus Advisers LLC4,709$504K0.2%N/A0.004%
8/11/2026 Silvant Capital Management LLC1,808$193K0.0%N/A0.001%
8/11/2026 Ceredex Value Advisors LLC110,975$11.87M0.3%N/A0.092%
8/11/2026 Portfolio Design Labs LLC9,850$1.05M0.2%N/A0.008%
8/11/2026 PCM Encore LLC2,260$242K0.0%N/A0.002%
8/11/2026 Vise Technologies Inc.13,120$1.40M0.0%N/A0.011%
8/10/2026 Great Lakes Advisors LLC10,719$1.15M0.0%N/A0.009%
8/10/2026 Danske Bank A S1,600$171K0.0%N/A0.001%
8/8/2026 Wealthfront Advisers LLC3,532$378K0.0%+61.0%0.003%
8/8/2026 Meeder Advisory Services Inc.4,939$528K0.0%+7.6%0.004%
8/7/2026 Quent Capital LLC880$94K0.0%+52.5%0.001%
8/7/2026 Perigon Wealth Management LLC2,040$218K0.0%N/A0.002%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.149,733$16.02M0.0%+8.7%0.124%
8/7/2026 Bell Investment Advisors Inc338$36K0.0%+144.9%0.000%
8/6/2026 Global Retirement Partners LLC4,446$476K0.0%N/A0.004%
8/6/2026 GSA Capital Partners LLP10,000$1.07M0.1%-3.9%0.008%
8/6/2026 Russell Investments Group Ltd.69,574$7.46M0.0%+5.0%0.057%
8/6/2026 Mitsubishi UFJ Trust & Banking Corp3,549$380K0.0%-22.2%0.003%
8/5/2026 AlTi Global Inc.1,957$209K0.0%N/A0.002%
8/5/2026 HighTower Advisors LLC79,919$8.55M0.0%+6.3%0.066%
8/5/2026 SFE Investment Counsel22,585$2.42M0.3%-1.3%0.019%
8/5/2026 Cynosure Group LLC6,144$657K0.1%N/A0.005%
8/5/2026 Fifth Third Bancorp57,470$6.15M0.0%-6.5%0.047%
8/5/2026 Midwest Trust Co195,495$20.92M0.2%-0.7%0.161%
8/5/2026 Caitong International Asset Management Co. Ltd414$44K0.0%+41,300.0%0.000%
8/4/2026 Principal Financial Group Inc.134,896$14.43M0.0%+1.2%0.111%
8/4/2026 TD Asset Management Inc82,006$8.78M0.0%+7.2%0.068%
8/4/2026 Choreo LLC2,293$245K0.0%N/A0.002%
8/3/2026 Oppenheimer & Co. Inc.4,162$445K0.0%-4.3%0.003%
8/3/2026 Massachusetts Financial Services Co. MA2,853,685$305.34M0.1%+0.3%2.355%
8/3/2026 Elevated Capital Advisors LLC2,778$297K0.1%-55.1%0.002%
8/3/2026 Jennison Associates LLC218,930$23.43M0.0%-3.2%0.181%
7/10/2026 Butensky & Cohen Financial Security Inc.61,086$6.54M1.6%-0.7%0.050%
7/10/2026 JFS Wealth Advisors LLC241$26K0.0%+109.6%0.000%
7/10/2026 Wealthcare Advisory Partners LLC18,681$2.00M0.0%+6.0%0.015%
7/9/2026 Everhart Financial Group Inc.2,481$265K0.0%+5.1%0.002%
7/9/2026 Everpar Advisors LLC2,575$276K0.1%N/A0.002%
7/9/2026 Hennion & Walsh Asset Management Inc.32,779$3.51M0.1%-3.0%0.027%
7/8/2026 Beacon Investment Advisory Services Inc.65,932$7.06M0.3%+0.4%0.054%
7/8/2026 Czech National Bank34,494$3.69M0.0%+5.8%0.028%
7/8/2026 Assenagon Asset Management S.A.182,222$19.50M0.0%-81.7%0.150%
7/7/2026 Mirador Capital Partners LP8,922$955K0.1%-1.2%0.007%
7/2/2026 MassMutual Private Wealth & Trust FSB1,585$170K0.0%+198.5%0.001%
7/2/2026 Versant Capital Management Inc2,428$260K0.0%+17.1%0.002%
6/18/2026 Pacer Advisors Inc.18,488$1.86M0.0%-16.7%0.015%
6/16/2026 Empowered Funds LLC5,988$603K0.0%+89.1%0.005%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
6/10/2026 US Asset Management LLC3,245$327K0.3%N/A0.003%
6/4/2026 Chelsea Counsel Co.5,189$523K0.2%+9.0%0.004%
6/3/2026 Parallel Advisors LLC5,017$505K0.0%+31.8%0.004%
6/3/2026 NewEdge Advisors LLC4,211$424K0.0%-38.6%0.003%
5/26/2026 Glenmede Trust Co. NA7,718$778K0.0%+5.1%0.006%
5/19/2026 Edgestream Partners L.P.72,425$7.30M0.2%-50.4%0.060%
5/19/2026 Kentucky Retirement Systems9,085$915K0.0%N/A0.007%
5/19/2026Janus Henderson Group PLC53,305$5.37M0.0%-0.6%0.044%
5/18/2026 Amundi154,737$15.59M0.0%-19.9%0.128%
5/18/2026 EverSource Wealth Advisors LLC827$83K0.0%+55.5%0.001%


PNW Institutional Ownership - Frequently Asked Questions

During the previous two years, 646 institutional investors and hedge funds held shares of Pinnacle West Capital. The most heavily invested institutionals were Vanguard Group Inc. ($1.30B), Capital Research Global Investors ($1.19B), Barrow Hanley Mewhinney & Strauss LLC ($703.60M), State Street Corp ($567.39M), ATLAS Infrastructure Partners UK Ltd. ($395.71M), Soroban Capital Partners LP ($388.37M), and Invesco Ltd. ($376.91M).Learn more on Pinnacle West Capital's institutional investors.

91.51% of Pinnacle West Capital's stock is owned by institutional investors. Learn more on PNW's institutional investor holdings.

Of the 575 institutional investors that purchased Pinnacle West Capital's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Barrow Hanley Mewhinney & Strauss LLC ($7.18M), Norges Bank ($5.16M), ATLAS Infrastructure Partners UK Ltd. ($3.39M), Assenagon Asset Management S.A. ($1.67M), Wellington Management Group LLP ($1.38M), Invesco Ltd. ($1.22M), and Hsbc Holdings PLC ($1.18M).

Institutional investors have bought a total of 24,416,214 shares in the last 24 months. This purchase volume represents approximately $2.37B in transactions.

Of the 213 institutional investors that sold Pinnacle West Capital's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Research Global Investors ($2.39M), Assenagon Asset Management S.A. ($1.36M), Millennium Management LLC ($634.10K), Barrow Hanley Mewhinney & Strauss LLC ($539.63K), First Trust Advisors LP ($388.59K), Zimmer Partners LP ($363.55K), and Russell Investments Group Ltd. ($332.53K).

Institutional investors have sold a total of 10,070,882 shares in the last 24 months. This volume of shares sold represents approximately $922.57M in transactions.



Institutional ownership data for NYSE:PNW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
From Our Partners