PINNACLE WEST CAP CORP (PNW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
690
Reporting holders
$14.1B
Reported value
108.8%
Of shares outstanding
0.3%
Held as options
+26
Holder change
Institutions report 131,821,430 shares against 121,197,234 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital Research Global Investors | $1.8B | 16,494,147 | 0.25% | 13q | HELD |
| BlackRock, Inc. | $1.3B | 11,782,896 | 0.02% | 8q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $845.0M | 7,897,426 | 0.02% | 2q | +1.2%+$10.3M |
| STATE STREET CORP | $750.8M | 7,016,843 | 0.02% | 31q | +1.5%+$11.3M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $703.6M | 6,575,681 | 2.13% | 19q | -6.1%-$45.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $640.6M | 5,986,758 | 0.03% | 2q | HELD |
| ATLAS Infrastructure Partners (UK) Ltd. | $570.5M | 5,332,226 | 17.30% | 10q | +5.1%+$27.6M |
| Invesco Ltd. | $446.6M | 4,173,460 | 0.04% | 31q | -1.8%-$8.2M |
| Soroban Capital Partners LP | $414.6M | 3,874,977 | 0.87% | 3q | +0.5%+$2.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $344.3M | 3,223,551 | 0.02% | 31q | +2.9%+$9.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $305.3M | 2,853,685 | 0.10% | 31q | HELD |
| TWO SIGMA INVESTMENTS, LP | $269.4M | 2,517,347 | 0.20% | 9q | +15.0%+$35.2M |
| MORGAN STANLEY | $204.8M | 1,914,042 | 0.01% | 35q | -7.1%-$15.7M |
| BARCLAYS PLC | $188.3M | 1,760,271 | 0.04% | 31q | +136.5%+$108.7M |
| GOLDMAN SACHS GROUP INC | $171.5M | 1,602,618 | 0.01% | 31q | +2.2%+$3.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $155.9M | 1,456,941 | 0.03% | 3q | +101.3%+$78.4M |
| AMERICAN CENTURY COMPANIES INC | $154.6M | 1,444,702 | 0.07% | 31q | +877.9%+$138.8M |
| Pictet Asset Management Holding SA | $150.9M | 1,410,457 | 0.14% | 12q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $146.9M | 1,372,876 | 0.03% | 31q | +2.0%+$2.9M |
| Nuveen, LLC | $143.7M | 1,343,084 | 0.03% | 6q | +36.5%+$38.5M |
| NORGES BANK | $139.6M | 1,304,909 | 0.01% | 32q | -17.6%-$29.8M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $133.7M | 1,249,860 | 0.63% | 31q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $126.1M | 1,178,373 | 0.02% | 31q | +2.7%+$3.3M |
| Sixth Street Partners Management Company, L.P. | $126.1M | 1,178,373 | 0.02% | new | NEW |
| FMR LLC | $123.9M | 1,158,402 | 0.01% | 31q | +1336.1%+$115.3M |
| Bank of New York Mellon Corp | $117.5M | 1,097,929 | 0.02% | 31q | +0.7%+$793.0K |
| FRANKLIN RESOURCES INC | $116.4M | 1,087,534 | 0.03% | 31q | +1.1%+$1.2M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $109.2M | 1,020,983 | 0.15% | 10q | +194.4%+$72.1M |
| Brookfield Corp /ON/ | $102.9M | 961,821 | 0.13% | 2q | +79785.5%+$102.8M |
| NORTHERN TRUST CORP | $102.4M | 957,114 | 0.01% | 31q | HELD |
| UBS Group AG | $99.1M | 925,868 | 0.01% | 31q | -4.1%-$4.3M |
| FIRST TRUST ADVISORS LP | $98.8M | 922,934 | 0.06% | 31q | -6.1%-$6.4M |
| REAVES W H & CO INC | $97.8M | 913,786 | 1.48% | 13q | -15.2%-$17.6M |
| Empower Advisory Group, LLC | $96.5M | 901,686 | 0.23% | 14q | +1.6%+$1.5M |
| Squarepoint Ops LLC | $94.3M | 881,636 | 0.10% | 16q | -28.2%-$37.0M |
| BANK OF AMERICA CORP /DE/ | $82.0M | 766,289 | 0.01% | 31q | -9.6%-$8.7M |
| CINCINNATI FINANCIAL CORP | $78.1M | 729,460 | 1.49% | 24q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $72.8M | 680,544 | 0.02% | 2q | +1.0%+$706.8K |
| Quantinno Capital Management LP | $66.9M | 624,833 | 0.08% | 16q | +58.2%+$24.6M |
| Perpetual Ltd | $65.1M | 608,698 | 0.93% | 12q | +3.5%+$2.2M |
| HSBC HOLDINGS PLC | $65.0M | 606,558 | 0.03% | 31q | -6.8%-$4.8M |
| Epoch Investment Partners, Inc. | $63.0M | 588,370 | 0.36% | 14q | +18.1%+$9.6M |
| Legal & General Group Plc | $61.7M | 576,481 | 0.01% | 31q | +4.2%+$2.5M |
| VICTORY CAPITAL MANAGEMENT INC | $52.3M | 489,128 | 0.03% | 31q | +42.0%+$15.5M |
| Gotham Asset Management, LLC | $50.8M | 474,615 | 0.12% | 19q | -4.9%-$2.6M |
| Newport Trust Company, LLC | $48.3M | 451,802 | 0.12% | 21q | -1.6%-$793.4K |
| Balyasny Asset Management L.P. | $47.0M | 439,357 | 0.06% | 3q | -45.7%-$39.5M |
| RENAISSANCE TECHNOLOGIES LLC | $46.5M | 435,000 | 0.06% | 31q | -24.5%-$15.1M |
| AQR CAPITAL MANAGEMENT LLC | $46.3M | 432,833 | 0.02% | 31q | +2.3%+$1.0M |
| JPMORGAN CHASE & CO | $41.8M | 382,201 | 0.00% | 31q | -31.6%-$19.3M |
| Point72 Asset Management, L.P. | $39.1M | 365,338 | 0.04% | 6q | +256.8%+$28.1M |
| Assenagon Asset Management S.A. | $39.0M | 364,444 | 0.02% | 8q | -63.4%-$67.6M |
| DEUTSCHE BANK AG\ | $38.6M | 360,291 | 0.01% | 34q | -9.2%-$3.9M |
| BNP PARIBAS FINANCIAL MARKETS | $36.6M | 342,498 | 0.01% | 31q | -3.5%-$1.3M |
| GABELLI FUNDS LLC | $36.6M | 341,700 | 0.23% | 31q | +2.4%+$856.0K |
| MILLENNIUM MANAGEMENT LLC | $35.7M | 333,402 | 0.01% | 31q | -23.8%-$11.2M |
| BANK OF MONTREAL /CAN/ | $33.9M | 316,993 | 0.01% | 31q | +11.7%+$3.6M |
| CITADEL ADVISORS LLC | $33.5M | 265,831 | 0.00% | 31q | +458.8%+$27.5M |
| CINCINNATI INSURANCE CO | $31.8M | 296,838 | 0.46% | 25q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $31.2M | 291,694 | 0.01% | 31q | +3.7%+$1.1M |
| HITE Hedge Asset Management LLC | $26.7M | 249,955 | 1.46% | new | NEW |
| Vanguard Global Advisers, LLC | $26.7M | 249,344 | 0.01% | 2q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $26.6M | 248,651 | 0.02% | 31q | +2.1%+$556.3K |
| CITIGROUP INC | $26.1M | 244,182 | 0.01% | 31q | +53.5%+$9.1M |
| Swiss National Bank | $26.0M | 242,900 | 0.01% | 31q | +2.5%+$642.0K |
| TORONTO DOMINION BANK | $25.9M | 242,333 | 0.03% | 31q | +570.9%+$22.1M |
| AMERIPRISE FINANCIAL INC | $23.9M | 223,748 | 0.00% | 31q | -49.7%-$23.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23.8M | 25,583 | 0.00% | 31q | -48.1%-$22.1M |
| JENNISON ASSOCIATES LLC | $23.4M | 218,930 | 0.01% | 7q | -3.2%-$762.2K |
| Amundi | $23.4M | 218,811 | 0.01% | 21q | +41.4%+$6.9M |
| Zimmer Partners, LP | $23.3M | 217,555 | 0.54% | 6q | -56.5%-$30.2M |
| California Public Employees Retirement System | $23.2M | 216,426 | 0.01% | 31q | -21.4%-$6.3M |
| AE Wealth Management LLC | $23.2M | 216,403 | 0.11% | 7q | +14.3%+$2.9M |
| Arbejdsmarkedets Tillaegspension | $22.9M | 214,200 | 0.50% | new | NEW |
| Creative Planning | $22.2M | 207,789 | 0.01% | 31q | +26.6%+$4.7M |
| RHUMBLINE ADVISERS | $22.0M | 205,782 | 0.02% | 31q | -3.2%-$724.3K |
| ENVESTNET ASSET MANAGEMENT INC | $21.5M | 201,227 | 0.01% | 31q | HELD |
| Susquehanna Portfolio Strategies, LLC | $21.0M | 195,925 | 0.33% | 3q | +4.1%+$821.2K |
| Midwest Trust Co | $20.9M | 195,495 | 0.24% | 5q | -0.7%-$144.9K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $20.6M | 192,809 | 0.10% | 31q | -8.8%-$2.0M |
| ROYAL BANK OF CANADA | $19.5M | 182,495 | 0.00% | 31q | -19.0%-$4.6M |
| Corient Private Wealth LP | $18.8M | 175,781 | 0.01% | 15q | +120.7%+$10.3M |
| WELLS FARGO & COMPANY/MN | $18.8M | 175,710 | 0.00% | 31q | -49.7%-$18.6M |
| MIZUHO MARKETS AMERICAS LLC | $18.5M | 172,900 | 0.29% | 2q | +1457.7%+$17.3M |
| STIFEL FINANCIAL CORP | $18.4M | 172,049 | 0.02% | 31q | +3.2%+$563.9K |
| Bridgewater Associates, LP | $18.1M | 169,107 | 0.07% | 11q | +2.6%+$458.3K |
| CAPITAL FUND MANAGEMENT S.A. | $17.9M | 167,754 | 0.08% | 2q | +43.2%+$5.4M |
| SEI INVESTMENTS CO | $17.4M | 163,033 | 0.02% | 31q | -8.0%-$1.5M |
| FEDERATED HERMES, INC. | $17.4M | 162,840 | 0.03% | 31q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $16.6M | 154,985 | 0.03% | 12q | +44.6%+$5.1M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $16.5M | 154,515 | 0.06% | 4q | +534.5%+$13.9M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $16.1M | 150,690 | 0.07% | 12q | -33.8%-$8.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $16.0M | 149,733 | 0.01% | 31q | +8.7%+$1.3M |
| PRINCIPAL FINANCIAL GROUP INC | $14.4M | 134,896 | 0.01% | 31q | +1.2%+$168.2K |
| Harvest Portfolios Group Inc. | $14.1M | 131,382 | 0.20% | 12q | +6.5%+$857.6K |
| CAPTRUST FINANCIAL ADVISORS | $13.8M | 128,921 | 0.02% | 31q | -4.9%-$716.0K |
| RAYMOND JAMES FINANCIAL INC | $13.7M | 127,999 | 0.00% | 7q | +4.0%+$530.0K |
| Magellan Asset Management Ltd | $13.7M | 127,654 | 0.31% | 31q | +10.7%+$1.3M |
| ALLIANCEBERNSTEIN L.P. | $13.6M | 134,678 | 0.00% | 31q | +2.5%+$328.9K |
| SKBA CAPITAL MANAGEMENT LLC | $12.9M | 120,930 | 2.14% | 13q | -23.6%-$4.0M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 5.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 690 | $14.1B | 131,821,430 | 79 | 268 | 176 | 0.3% |
| Q1 2026 | 664 | $12.5B | 124,165,429 | 87 | 232 | 168 | 0.3% |
| Q4 2025 | 618 | $10.7B | 120,155,014 | 65 | 227 | 160 | 0.2% |
| Q3 2025 | 582 | $10.3B | 115,050,729 | 54 | 204 | 175 | 0.2% |
| Q2 2025 | 586 | $10.3B | 115,166,392 | 65 | 212 | 169 | 0.2% |
| Q1 2025 | 575 | $10.7B | 112,667,350 | 63 | 202 | 166 | 0.2% |
| Q4 2024 | 574 | $9.4B | 110,617,560 | 70 | 193 | 153 | 0.2% |
| Q3 2024 | 537 | $9.9B | 111,037,682 | 70 | 165 | 164 | 0.4% |
| Q2 2024 | 501 | $8.3B | 108,797,525 | 50 | 159 | 155 | 0.5% |
| Q1 2024 | 479 | $8.0B | 106,811,871 | 54 | 142 | 167 | 0.4% |
| Q4 2023 | 488 | $6.8B | 93,827,230 | 50 | 125 | 179 | 0.6% |
| Q3 2023 | 463 | $6.8B | 92,412,476 | 54 | 125 | 160 | 0.4% |
| Q2 2023 | 461 | $7.3B | 88,818,194 | 36 | 122 | 162 | 0.4% |
| Q1 2023 | 448 | $7.1B | 89,687,323 | 41 | 150 | 131 | 0.5% |
| Q4 2022 | 419 | $6.3B | 81,749,310 | 62 | 152 | 107 | 0.6% |
| Q3 2022 | 474 | $6.4B | 97,982,357 | 45 | 163 | 134 | 0.7% |
| Q2 2022 | 494 | $7.2B | 97,944,780 | 66 | 169 | 139 | 0.3% |
| Q1 2022 | 479 | $7.6B | 95,935,670 | 57 | 186 | 141 | 0.7% |
| Q4 2021 | 494 | $6.6B | 93,165,495 | 69 | 139 | 174 | 1.1% |
| Q3 2021 | 511 | $7.0B | 95,632,709 | 62 | 166 | 154 | 0.7% |
| Q2 2021 | 509 | $8.1B | 98,153,012 | 55 | 142 | 173 | 0.3% |
| Q1 2021 | 502 | $7.8B | 96,092,191 | 53 | 172 | 166 | 0.3% |
| Q4 2020 | 523 | $7.6B | 94,997,748 | 42 | 166 | 167 | 0.3% |
| Q3 2020 | 504 | $7.0B | 93,995,755 | 60 | 163 | 170 | 0.2% |
| Q2 2020 | 497 | $7.0B | 95,264,813 | 65 | 150 | 182 | 0.2% |
| Q1 2020 | 493 | $7.3B | 96,889,391 | 59 | 140 | 190 | 0.1% |
| Q4 2019 | 511 | $8.8B | 98,002,107 | 34 | 156 | 176 | 0.1% |
| Q3 2019 | 534 | $9.5B | 97,689,803 | 46 | 177 | 169 | 0.2% |
| Q2 2019 | 532 | $9.5B | 100,553,608 | 57 | 190 | 131 | 0.4% |
| Q1 2019 | 518 | $9.3B | 97,021,981 | 53 | 197 | 151 | 0.3% |
| Q4 2018 | 522 | $8.3B | 97,504,148 | 13 | 6 | 11 | 0.1% |