# PINNACLE WEST CAP CORP (PNW)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PNW/

- Reporting holders: 25
- Reported value: $6.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Keystone Financial Planning, Inc.](https://holderbook.com/funds/1596906-keystone-financial-planning-inc/) | $1.3M | 13,510 | 0.3% | 27 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.0M | 10,770 | 0.0% | 16 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $844.0K | 9,072 | 0.1% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $451.3K | 4,851 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $388.2K | 3,962 | 0.0% | 4 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $337.7K | 3,630 | 0.2% | 3 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $330.0K | 3,547 | 0.0% | 1 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $307.1K | 3,301 | 0.0% | 9 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $264.8K | 2,847 | 0.1% | 8 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $254.7K | 2,738 | 0.0% | 32 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $235.0K | 2,526 | 0.0% | 16 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $201.9K | 2,170 | 0.0% | 3 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $137.0K | 1,472 | 0.0% | 20 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $94.1K | 1,011 | 0.1% | 7 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $73.2K | 750 | 0.0% | 4 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $59.7K | 642 | 0.0% | 22 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $42.0K | 451 | 0.0% | 5 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $36.9K | 397 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $19.5K | 209 | 0.0% | 9 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $13.7K | 147 | 0.0% | 1 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $6.3K | 68 | 0.0% | 9 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $5.4K | 58 | 0.0% | 8 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $3.1K | 33 | 0.0% | 10 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $559 | 6 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $223 | 2,396 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 25 | $6.4M |
| Q2 2026 | 731 | $15.2B |
| Q1 2026 | 704 | $12.7B |
| Q4 2025 | 660 | $10.8B |
| Q3 2025 | 628 | $10.5B |
| Q2 2025 | 634 | $10.5B |
| Q1 2025 | 621 | $10.9B |
| Q4 2024 | 619 | $9.6B |
| Q3 2024 | 582 | $10.2B |
| Q2 2024 | 546 | $8.8B |
| Q1 2024 | 530 | $8.7B |
| Q4 2023 | 550 | $7.2B |