HolderBook

PINNACLE WEST CAP CORP (PNW)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

25
Reporting holders
$6.4M
Reported value
0.0%
Calls
0.0%
Puts
-706
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Keystone Financial Planning, Inc.$1.3M13,5100.31%27q-3.2%-$41.6K
Farther Finance Advisors, LLC$1.0M10,7700.01%16q+15.2%+$132.3K
Mirador Capital Partners LP$844.0K9,0720.10%32q+1.7%+$14.0K
GAMMA Investing LLC$451.3K4,8510.02%12q+10.4%+$42.5K
Wedmont Private Capital$388.2K3,9620.01%4q+23.7%+$74.5K
Dickmeyer Boyce Financial Management, Inc.$337.7K3,6300.17%3qHELD
TITLEIST ASSET MANAGEMENT, LLC$330.0K3,5470.02%newNEW
MOODY NATIONAL BANK TRUST DIVISION$307.1K3,3010.03%9qHELD
M.E. ALLISON & CO., INC.$264.8K2,8470.15%8qHELD
Versant Capital Management, Inc$254.7K2,7380.02%32q+12.8%+$28.8K
ARMSTRONG ADVISORY GROUP, INC$235.0K2,5260.01%16qHELD
Everhart Financial Group, Inc.$201.9K2,1700.01%3q-12.5%-$28.9K
MassMutual Private Wealth & Trust, FSB$137.0K1,4720.00%20q-7.1%-$10.5K
MJT & Associates Financial Advisory Group, Inc.$94.1K1,0110.06%7qHELD
Dorato Capital Management$73.2K7500.05%4qHELD
Trust Co$59.7K6420.01%22qHELD
ELEVATION WEALTH PARTNERS, LLC$42.0K4510.01%5q+166.9%+$26.2K
Planning Strategies Inc.$36.9K3970.02%2qHELD
CoreCap Advisors, LLC$19.5K2090.00%9q-48.6%-$18.5K
GoalVest Advisory LLC$13.7K1470.00%newNEW
Grove Bank & Trust$6.3K680.00%9qHELD
Roxbury Financial LLC$5.4K580.00%8qHELD
Pacifica Partners Inc.$3.1K330.00%10qHELD
Retirement Wealth Solutions LLC$55960.00%newNEW
CX Institutional$2232,3960.01%7q+28.5%
Davis Capital Management$18620.00%newNEW

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 →

FiledFormFiler % of class
2026-08-1213GBARROW HANLEY MEWHINNEY & STRAUSS LLC5.4%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-13Tetlow JacobOtherSold6,567$650.1K ×2
2026-08-07Esparza Jose Luis JrOtherSold1,800$183.6K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202625$6.4M68,1704640.0%
Q2 2026731$15.2B141,781,489812871850.3%
Q1 2026704$12.7B125,946,322912451760.3%
Q4 2025660$10.8B121,844,840672391740.2%
Q3 2025628$10.5B116,632,029582161920.2%
Q2 2025634$10.5B117,321,053712311800.2%
Q1 2025621$10.9B114,441,396692231780.2%
Q4 2024619$9.6B113,029,548762091650.2%
Q3 2024582$10.2B115,324,609731841780.4%
Q2 2024546$8.8B114,788,334551721750.4%
Q1 2024530$8.7B116,187,291581601850.5%
Q4 2023550$7.2B99,857,791551482030.6%
Q3 2023525$7.3B98,223,550641451790.5%
Q2 2023530$8.0B98,219,487431401930.4%
Q1 2023526$7.9B99,779,138511791520.5%
Q4 2022540$7.4B97,004,785781921430.6%
Q3 2022474$6.4B97,982,357451631340.7%
Q2 2022494$7.2B97,944,780661691390.3%
Q1 2022479$7.6B95,935,670571861410.7%
Q4 2021494$6.6B93,165,495691391741.1%
Q3 2021511$7.0B95,632,709621661540.7%
Q2 2021509$8.1B98,153,012551421730.3%
Q1 2021502$7.8B96,092,191531721660.3%
Q4 2020523$7.6B94,997,748421661670.3%
Q3 2020504$7.0B93,995,755601631700.2%
Q2 2020497$7.0B95,264,813651501820.2%
Q1 2020493$7.3B96,889,391591401900.1%
Q4 2019511$8.8B98,002,107341561760.1%
Q3 2019534$9.5B97,689,803461771690.2%
Q2 2019532$9.5B100,553,608571901310.4%
Q1 2019518$9.3B97,021,981531971510.3%
Q4 2018522$8.3B97,504,148136110.1%