greeksoup/ stock research
Stock research / United States / PNW / 13F holders

Pinnacle West Capital Corp. 13F holders

734 funds reported a position in Pinnacle West Capital Corp. in their 13F for the quarter ended 30 June 2026, together 132.2 million shares worth $14.14 billion. Against the quarter before, 63 opened a position, 294 added, 195 trimmed and 53 sold out; together they bought a net 6.7 million shares. The largest holders: Capital Research Global Investors, BlackRock, Inc. and Vanguard Capital Management LLC.

Funds holding734+22 on Q1 2026
Shares they held132.2Mworth $14.14 billion
Net bought on the quarter6.7M sharesabout $717.9 million at the funds' values
Funds buying to selling357 to 248opened or added, to cut or sold
Opened 63Added 294Held 175Trimmed 195Sold out 53
Opened: 63 fundsAdded: 294 fundsHeld: 175 fundsTrimmed: 195 fundsSold out: 53 funds

What each fund did in PNW against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 580 funds, 115.3 million shares580Q3 2024Q4 2024: 618 funds, 113.0 million shares618Q4 2024Q1 2025: 618 funds, 114.3 million shares618Q1 2025Q2 2025: 634 funds, 117.2 million shares634Q2 2025Q3 2025: 627 funds, 116.5 million shares627Q3 2025Q4 2025: 663 funds, 121.8 million shares663Q4 2025Q1 2026: 712 funds, 124.8 million shares712Q1 2026Q2 2026: 734 funds, 132.2 million shares734Q2 2026

Funds reporting a position in PNW in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 348 reported a position in Pinnacle West Capital Corp.: 24 opened one, 129 added, 96 trimmed and 28 sold out, a net 658,640 shares bought.

FundChange in sharesShares nowStatusFiling
Aberdeen Group plc+228,917234,078added13F
Assenagon Asset Management S.A.-325,16439,280trimmed13F
Geode Capital Management, LLC+283,4443,506,995added13F
Barclays PLC+160,0831,920,354added13F
Deutsche Bank AG+112,298472,589added13F
Reaves W H & Co. Inc.-107,163806,623trimmed13F
Dimensional Fund Advisors LP+91,3151,464,191added13F
Amundi-73,018145,793trimmed13F
Russell Investments Group, Ltd.+61,798131,372added13F
Pictet Asset Management Holding SA-54,3081,356,149trimmed13F
Capital Investment Advisors, LLC+52,12052,120new13F
Arbejdsmarkedets Tillaegspension+50,500264,700added13F
Perpetual Ltd-38,617570,081trimmed13F
State of Alaska, Department of Revenue+36,61063,014added13F
Swiss Life Asset Management Ltd+36,24044,493added13F
Creative Planning+34,762242,551added13F
Sterling Capital Management LLC+33,14436,788added13F
Allspring Global Investments Holdings, LLC-32,16254,830trimmed13F
Citigroup Inc.+31,824276,006added13F
Alps Advisors Inc.+25,20941,875added13F
CWA Asset Management Group, LLC-19,31628,943trimmed13F
Banque Pictet & Cie SA+17,57717,577new13F
Mitsubishi UFJ Asset Management Co., Ltd.+14,493164,226added13F
Jefferies Financial Group Inc.+14,29232,295added13F
Cambridge Investment Research Advisors, Inc.-12,58912,419trimmed13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in Pinnacle West Capital Corp. in a 13F for the quarter ended 30 September 2026, and 9 more in a 13F for an earlier quarter, the latest each has filed. The largest: Capital Research Global Investors, 16.5 million shares worth $1.76 billion, 0.2% of its reported book (its 13F for the quarter ended 30 June 2026). In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 283,444 shares, about $26.3 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Capital Research Global Investors16,494,147$1.76 billion0.2%+57,253added30 June 2026, an earlier quarter13F
Geode Capital Management3,506,995$325.8 million0.0%+283,444added30 September 202613F
Two Sigma Investments2,517,347$269.4 million0.2%+328,805added30 June 2026, an earlier quarter13F
Norges Bank1,304,909$139.6 million0.0%held30 June 2026, an earlier quarter13F
FMR LLC1,158,402$123.9 million0.0%+1,077,741added30 June 2026, an earlier quarter13F
Renaissance Technologies435,000$46.5 million0.1%-141,100trimmed30 June 2026, an earlier quarter13F
Point72 Asset Management365,338$39.1 million0.1%+262,938added30 June 2026, an earlier quarter13F
Millennium Management333,402$35.7 million0.0%-104,312trimmed30 June 2026, an earlier quarter13F
Citadel Advisors265,831$28.4 million0.0%+218,263added30 June 2026, an earlier quarter13F
Bridgewater Associates169,107$18.1 million0.1%+4,283added30 June 2026, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Capital Research Global Investors16,494,14712.48%$1.76 billion0.25%+57,25313F
BlackRock, Inc.11,782,8968.91%$1.26 billion0.02%+14,31613F
Vanguard Capital Management LLC7,897,4265.97%$845.0 million0.02%+95,98613F
State Street Corp.7,016,8435.31%$750.8 million0.02%+105,65413F
Barrow Hanley Mewhinney & Strauss LLC6,575,6814.97%$703.6 million2.13%-424,93613F
Vanguard Portfolio Management LLC5,986,7584.53%$640.6 million0.03%-1,80813F
Atlas Infrastructure Partners (UK) Ltd.5,332,2264.03%$570.5 million17.30%+257,81313F
Invesco Ltd.4,173,4603.16%$446.6 million0.04%-76,83313F
Soroban Capital Partners LP3,874,9772.93%$414.6 million2.93%+20,16213F
Geode Capital Management, LLC3,223,5512.44%$344.3 million0.02%+89,50813F
Massachusetts Financial Services Co.2,853,6852.16%$305.3 million0.10%+9,29813F
Two Sigma Investments, LP2,517,3471.90%$269.4 million0.21%+328,80513F
Morgan Stanley1,914,0421.45%$204.8 million0.01%-146,95313F
Barclays PLC1,760,2711.33%$188.3 million0.06%+1,015,99013F
Goldman Sachs Group Inc.1,602,6181.21%$171.5 million0.02%+34,48713F
Wellington Management Group LLP1,456,9411.10%$155.9 million0.03%+733,06913F
American Century Companies Inc.1,444,7021.09%$154.6 million0.07%+1,296,96813F
Pictet Asset Management Holding SA1,410,4571.07%$150.9 million0.14%-6,84913F
Dimensional Fund Advisors LP1,372,8761.04%$146.9 million0.03%+26,92113F
Nuveen, LLC1,343,0841.02%$143.7 million0.03%+359,42813F
Norges Bank1,304,9090.99%$139.6 million0.01%13F
Charles Schwab Investment Management Inc.1,178,3730.89%$126.1 million0.02%+31,29413F
FMR LLC1,158,4020.88%$123.9 million0.01%+1,077,74113F
Bank of New York Mellon Corp1,097,9290.83%$117.5 million0.02%+7,41113F
Franklin Resources Inc.1,087,5340.82%$116.4 million0.03%+11,46913F
Adage Capital Partners GP, L.l.c.1,020,9830.77%$109.2 million0.15%+674,20013F
Brookfield Corp961,8210.73%$102.9 million0.13%+960,61713F
Northern Trust Corp.957,1140.72%$102.4 million0.01%+2,76313F
UBS Group AG925,8680.70%$99.1 million0.02%-40,04113F
First Trust Advisors LP922,9340.70%$98.8 million0.06%-59,63013F
Reaves W H & Co. Inc.913,7860.69%$97.8 million1.48%-164,26013F
Empower Advisory Group, LLC901,6860.68%$96.5 million0.23%+14,07713F
Squarepoint Ops LLC881,6360.67%$94.3 million0.18%-346,21213F
Bank of America Corp.766,2890.58%$82.0 million0.01%-81,56313F
Cincinnati Financial Corp.729,4600.55%$78.1 million1.49%no change13F
Vanguard Fiduciary Trust Co.680,5440.51%$72.8 million0.02%+6,60613F
Thrivent Financial for Lutherans646,4180.49%$69.2 million0.12%+378,83913F
Duff & Phelps Investment Management Co.624,9300.47%$66.9 million0.63%no change13F
Quantinno Capital Management LP624,8330.47%$66.9 million0.08%+229,96313F
Perpetual Ltd608,6980.46%$65.1 million0.93%+20,42113F
HSBC Holdings PLC606,5580.46%$65.0 million0.03%-44,37613F
Epoch Investment Partners, Inc.588,3700.45%$63.0 million0.36%+90,13913F
Legal & General Group Plc576,4810.44%$61.7 million0.01%+23,05513F
Victory Capital Management Inc.489,1280.37%$52.3 million0.03%+144,61113F
Gotham Asset Management, LLC474,6150.36%$50.8 million0.12%-24,53413F
Newport Trust Company, LLC451,8020.34%$48.3 million0.12%-7,41513F
Balyasny Asset Management L.P.439,3570.33%$47.0 million0.09%-369,51913F
Renaissance Technologies LLC435,0000.33%$46.5 million0.06%-141,10013F
AQR Capital Management LLC432,8330.33%$46.3 million0.02%+9,68013F
JPMorgan Chase & Co.382,2010.29%$41.8 million0.00%-176,38513F
The 50 largest of the 734 funds that reported a position in PNW in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on PNW

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls43,100$4.6 million30 June 202613F
Citadel AdvisorsPuts3,900$417,30030 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
12 August 202613GBarrow Hanley Mewhinney & Strauss LLC and 1 other6.6 million5.4%30 June 2026passive, institutional (13d-1(b))EDGAR
14 May 202613G/ACapital Research Global Investors and 1 other16.4 million13.6%31 March 2026passive, institutional (13d-1(b))EDGAR
13 May 202613GBarrow Hanley Mewhinney & Strauss LLC and 1 other7.0 million5.8%31 March 2026passive, institutional (13d-1(b))EDGAR
30 April 202613GVanguard Capital Management and 1 other8.9 million7.3%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
12 February 202613G/ACapital Research Global Investors and 1 other13.5 million11.3%31 December 2025passive, institutional (13d-1(b))EDGAR
11 February 202613GBarrow Hanley Mewhinney & Strauss LLC and 1 other6.7 million5.6%31 December 2025passive, institutional (13d-1(b))EDGAR
12 November 202513GBarrow Hanley Mewhinney & Strauss LLC and 1 other7.2 million6.0%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
25 August 2026916$97.71SEC
21 August 20269$99.38SEC
18 August 20264,619$100.41SEC
10 August 20262,681$101.03SEC
3 August 202681,560$100.99SEC
30 July 20263$102.28SEC
20 July 20261,695$107.73SEC
16 July 20261,038$107.07SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 81,560 on 3 August 2026. A fail is an operational fact about settlement, not a position.