PNW Institutional Ownership & Shareholders
PINNACLE WEST CAPITAL (PNW) is currently held by 718 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $13.84B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Capital Research Global Investors is currently the largest disclosed institutional shareholder of PNW tracked by InsiderSet, reporting ownership valued at approximately $1.76B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.75B, representing an estimated loss of -0.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed PNW value among the investors covered in this analysis. Major shareholders include Capital Research Global Investors, Blackrock, Inc., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in PINNACLE WEST CAPITAL (PNW).
This page ranks the largest institutional PNW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
718
Total Reported Value
$13.84B
Largest Holder
Capital Research Global Investors
Largest Position
$1.76B
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital Research Global Investors | 0.25% | 16,494,147 | $1,764,873,729 | $1,752,997,943 | -$11,875,786 | -0.67% | |
| Blackrock, Inc. | 0.02% | 11,782,896 | $1,260,769,855 | $1,252,286,187 | -$8,483,668 | -0.67% | |
| Vanguard Capital Management Llc | 0.02% | 7,897,426 | $845,024,582 | $839,338,435 | -$5,686,147 | -0.67% | |
| State Street Corp | 0.02% | 7,016,843 | $750,802,201 | $745,750,074 | -$5,052,127 | -0.67% | |
| Barrow Hanley Mewhinney & Strauss Llc | 2.13% | 6,575,681 | $703,597,867 | $698,863,377 | -$4,734,490 | -0.67% | |
| Vanguard Portfolio Management Llc | 0.03% | 5,986,758 | $640,583,106 | $636,272,640 | -$4,310,466 | -0.67% | |
| Atlas Infrastructure Partners (Uk) Ltd. | 17.30% | 5,332,226 | $570,548,182 | $566,708,979 | -$3,839,203 | -0.67% | |
| Invesco Ltd. | 0.04% | 4,173,460 | $446,560,220 | $443,555,329 | -$3,004,891 | -0.67% | |
| Soroban Capital Partners Lp | 2.93% | 3,874,977 | $414,622,539 | $411,832,556 | -$2,789,983 | -0.67% | |
| Geode Capital Management, Llc | 0.02% | 3,223,551 | $344,314,683 | $342,599,000 | -$1,715,683 | -0.50% | |
| Massachusetts Financial Services Co | 0.10% | 2,853,685 | $305,344,295 | $303,289,642 | -$2,054,653 | -0.67% | |
| Two Sigma Investments, Lp | 0.20% | 2,517,347 | $269,356,129 | $267,543,639 | -$1,812,490 | -0.67% | |
| Morgan Stanley | 0.01% | 1,914,042 | $204,802,771 | $203,424,384 | -$1,378,387 | -0.67% | |
| Barclays Plc | 0.06% | 1,760,271 | $188,348,997 | $187,081,602 | -$1,267,395 | -0.67% | |
| Goldman Sachs Group Inc | 0.02% | 1,602,618 | $171,480,171 | $170,326,241 | -$1,153,930 | -0.67% | |
| Wellington Management Group Llp | 0.03% | 1,456,941 | $155,892,687 | $154,843,689 | -$1,048,998 | -0.67% | |
| American Century Companies Inc | 0.07% | 1,444,702 | $154,583,377 | $153,542,929 | -$1,040,448 | -0.67% | |
| Pictet Asset Management Holding Sa | 0.14% | 1,410,457 | $150,918,899 | $149,903,370 | -$1,015,529 | -0.67% | |
| Dimensional Fund Advisors Lp | 0.03% | 1,372,876 | $146,903,838 | $145,909,261 | -$994,577 | -0.68% | |
| Nuveen, Llc | 0.03% | 1,343,084 | $143,709,912 | $142,742,968 | -$966,944 | -0.67% | |
| Norges Bank | 0.01% | 1,304,909 | $139,625,263 | $138,685,729 | -$939,534 | -0.67% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,178,373 | $126,085,911 | $125,237,482 | -$848,429 | -0.67% | |
| Fmr Llc | 0.01% | 1,158,402 | $123,948,989 | $123,114,965 | -$834,024 | -0.67% | |
| Bank Of New York Mellon Corp | 0.02% | 1,097,929 | $117,478,420 | $116,687,894 | -$790,526 | -0.67% | |
| Adage Capital Partners Gp, L.L.C. | 0.15% | 1,020,983 | $109,245,181 | $108,510,073 | -$735,108 | -0.67% | |
| Brookfield Corp | 0.13% | 961,821 | $102,914,847 | $102,222,336 | -$692,511 | -0.67% | |
| Northern Trust Corp | 0.01% | 957,114 | $102,411,198 | $101,722,076 | -$689,122 | -0.67% | |
| Ubs Group Ag | 0.02% | 925,868 | $99,067,876 | $98,401,251 | -$666,625 | -0.67% | |
| First Trust Advisors Lp | 0.06% | 922,934 | $98,753,881 | $98,089,426 | -$664,455 | -0.67% | |
| Reaves W H & Co Inc | 1.48% | 913,786 | $97,775,102 | $97,117,176 | -$657,926 | -0.67% | |
| Empower Advisory Group, Llc | 0.23% | 901,686 | $96,480,426 | $95,831,188 | -$649,238 | -0.67% | |
| Squarepoint Ops Llc | 0.18% | 881,636 | $94,335,052 | $93,700,274 | -$634,778 | -0.67% | |
| Bank Of America Corp | 0.01% | 766,289 | $81,992,909 | $81,441,195 | -$551,714 | -0.67% | |
| Cincinnati Financial Corp | 1.49% | 729,460 | $78,052,220 | $77,527,009 | -$525,211 | -0.67% | |
| Vanguard Fiduciary Trust Co | 0.02% | 680,544 | $72,818,208 | $72,328,216 | -$489,992 | -0.67% | |
| Thrivent Financial For Lutherans | 0.12% | 646,418 | $69,166,000 | $68,701,305 | -$464,695 | -0.67% | |
| Duff & Phelps Investment Management Co | 0.63% | 624,930 | $66,867,510 | $66,417,560 | -$449,950 | -0.67% | |
| Quantinno Capital Management Lp | 0.08% | 624,833 | $66,857,176 | $66,407,251 | -$449,925 | -0.67% | |
| Hsbc Holdings Plc | 0.03% | 606,558 | $64,952,138 | $64,464,984 | -$487,154 | -0.75% | |
| Epoch Investment Partners, Inc. | 0.36% | 588,370 | $62,955,590 | $62,531,964 | -$423,626 | -0.67% | |
| Legal & General Group Plc | 0.01% | 576,481 | $61,683,469 | $61,268,401 | -$415,068 | -0.67% | |
| Perpetual Ltd | 0.81% | 570,081 | $53,040,336 | $60,588,209 | +$7,547,873 | +14.23% | |
| Victory Capital Management Inc | 0.03% | 489,128 | $52,336,696 | $51,984,524 | -$352,172 | -0.67% | |
| Gotham Asset Management, Llc | 0.12% | 474,615 | $50,783,805 | $50,442,082 | -$341,723 | -0.67% | |
| Newport Trust Company, Llc | 0.12% | 451,802 | $48,342,814 | $48,017,517 | -$325,297 | -0.67% | |
| Balyasny Asset Management L.P. | 0.09% | 439,357 | $47,011,199 | $46,694,862 | -$316,337 | -0.67% | |
| Renaissance Technologies LLC | Jim Simons | 0.06% | 435,000 | $46,545,000 | $46,231,800 | -$313,200 | -0.67% |
| Aqr Capital Management Llc | 0.02% | 432,833 | $46,308,771 | $46,001,491 | -$307,280 | -0.66% | |
| Jpmorgan Chase & Co | 0.00% | 382,201 | $41,833,685 | $40,620,322 | -$1,213,363 | -2.90% | |
| Point72 Asset Management, L.P. | 0.06% | 365,338 | $39,091,166 | $38,828,123 | -$263,043 | -0.67% |
Frequently asked questions about PNW
Who are the largest institutional holders of PNW?
The largest institutional holders of PNW reported in the latest SEC Form 13F filings include Capital Research Global Investors, Blackrock, Inc., Vanguard Capital Management Llc, State Street Corp, and Barrow Hanley Mewhinney & Strauss Llc. InsiderSet ranks institutional holders by their latest reported PNW position.
What is PNW institutional ownership?
This page tracks PNW positions reported by institutional investment managers through SEC Form 13F. PINNACLE WEST CAPITAL (PNW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PNW?
InsiderSet currently tracks 718 institutional managers reporting PNW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PNW shareholders.
How much PNW stock do institutions own?
Institutional investment managers disclosed approximately $13.84B in PNW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PNW institutional ownership last updated?
The latest PNW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PNW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PNW position after the reporting date.
Are institutions buying or selling PNW?
Institutional buying and selling can be analyzed by comparing PNW positions across consecutive 13F reporting periods. InsiderSet's PNW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PNW ownership changes.
How has PNW institutional ownership changed over time?
InsiderSet tracks PNW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.