Pinnacle West Capital (PNW) Institutional Ownership

$78.44
+0.62 (+0.80%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Pinnacle West Capital (NYSE:PNW)

Current
Institutional Ownership
Percentage
91.51%
Number of
Institutional Buyers
(last 12 months)
259
Total
Institutional Inflows
(last 12 months)
$1.90B
Number of
Institutional Sellers
(last 12 months)
193
Total
Institutional Outflows
(last 12 months)
$733.90M
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PNW Institutional Buying and Selling by Quarter

Pinnacle West Capital Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Yaupon Capital Management LP90,707$6.78M0.3%N/A0.080%
5/17/2024 Zimmer Partners LP2,655,010$198.41M4.2%N/A2.338%
5/17/2024 Comerica Bank63,566$4.75M0.0%-11.4%0.056%
5/17/2024 Tidal Investments LLC3,953$295K0.0%N/A0.003%
5/16/2024 Redwood Investment Management LLC30,772$2.30M0.2%+14.9%0.027%
5/16/2024 California State Teachers Retirement System115,606$8.64M0.0%-5.1%0.102%
5/16/2024 Jacobs Levy Equity Management Inc.641,865$47.97M0.2%+5.1%0.565%
5/16/2024 Bayesian Capital Management LP22,399$1.67M0.2%+244.6%0.020%
5/16/2024 Captrust Financial Advisors854,661$63.87M0.2%+13.5%0.753%
5/16/2024 Bornite Capital Management LP100,000$7.47M1.3%N/A0.088%
5/15/2024 Public Employees Retirement System of Ohio52,545$3.93M0.0%-7.7%0.046%
5/15/2024 Public Employees Retirement Association of Colorado13,343$997K0.0%-4.9%0.012%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund3,742$280K0.0%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems8,612$644K0.0%-5.1%0.008%
5/15/2024 Price T Rowe Associates Inc. MD150,298$11.23M0.0%+2.0%0.132%
5/15/2024 Lazard Asset Management LLC6,719,397$502.14M0.6%+72.7%5.917%
5/15/2024 Epoch Investment Partners Inc.625,176$46.72M0.2%-14.8%0.551%
5/15/2024 LRI Investments LLC2,335$180K0.0%N/A0.002%
5/15/2024 Quadrature Capital Ltd12,386$925K0.0%-13.2%0.011%
5/15/2024 Gabelli Funds LLC342,100$25.57M0.2%-0.9%0.301%
5/14/2024 Capital Research Global Investors12,851,930$960.43M0.2%+97.5%11.317%
5/14/2024 Toronto Dominion Bank22,978$1.72M0.0%-52.1%0.020%
5/14/2024 DC Investments Management LLC21,062$1.57M1.3%N/A0.019%
5/14/2024 Rodgers Brothers Inc.38,825$2.90M0.4%N/A0.034%
5/14/2024 Advisors Asset Management Inc.52,955$3.96M0.1%-36.2%0.047%
5/14/2024 CreativeOne Wealth LLC9,008$673K0.0%+89.0%0.008%
5/14/2024 Natixis54,383$4.06M0.0%N/A0.048%
5/14/2024 Twin Capital Management Inc.14,693$1.10M0.1%-12.0%0.013%
5/13/2024 Bessemer Group Inc.35,730$2.67M0.0%+11,315.3%0.031%
5/13/2024 UniSuper Management Pty Ltd12,299$919K0.0%+1,294.4%0.011%
5/13/2024 O Shaughnessy Asset Management LLC40,503$3.03M0.0%+20.3%0.036%
5/11/2024 Covestor Ltd2,654$198K0.1%+1,479.8%0.002%
5/11/2024 Ironwood Investment Counsel LLC8,678$649K0.1%+3.7%0.008%
5/10/2024 Vanguard Group Inc.14,126,942$1.06B0.0%-1.1%12.440%
5/10/2024 Intech Investment Management LLC12,015$898K0.0%N/A0.011%
5/10/2024 Nicolet Advisory Services LLC2,873$214K0.0%N/A0.003%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp45,955$3.40M0.0%+2.2%0.040%
5/9/2024 Orion Portfolio Solutions LLC15,272$1.14M0.0%+21.1%0.013%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.83,124$6.21M0.0%+52.5%0.073%
5/9/2024 State Board of Administration of Florida Retirement System119,946$9.51M0.0%-5.9%0.106%
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5/8/2024 Bleakley Financial Group LLC10,823$809K0.0%-6.8%0.010%
5/8/2024 ProShare Advisors LLC21,918$1.64M0.0%-1.1%0.019%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS226,974$16.96M0.1%+6.6%0.200%
5/8/2024 Avantax Advisory Services Inc.16,860$1.26M0.0%-2.3%0.015%
5/8/2024 US Bancorp DE29,344$2.19M0.0%-9.7%0.026%
5/8/2024 Russell Investments Group Ltd.425,793$31.63M0.0%-5.9%0.375%
5/8/2024 QRG Capital Management Inc.58,863$4.40M0.1%-21.5%0.052%
5/8/2024 Headlands Technologies LLC1,769$132K0.0%+1,669.0%0.002%
5/8/2024 Legacy Capital Group California Inc.9,989$746K0.3%-10.7%0.009%
5/7/2024 Sei Investments Co.228,555$17.08M0.0%+15.6%0.201%
5/7/2024 Atomi Financial Group Inc.4,919$368K0.0%N/A0.004%
5/7/2024 TCI Wealth Advisors Inc.8,013$599K0.1%-3.2%0.007%
5/7/2024Susquehanna Fundamental Investments LLC171,604$12.82M0.6%N/A0.151%
5/7/2024 Swiss National Bank223,900$16.73M0.0%+0.3%0.197%
5/7/2024 Reaves W H & Co. Inc.969,176$72.43M2.6%+19.0%0.853%
5/7/2024 Oppenheimer & Co. Inc.4,068$304K0.0%-13.6%0.004%
5/7/2024 SG Americas Securities LLC18,524$1.38M0.0%+19.3%0.016%
5/6/2024 Quantbot Technologies LP14,751$1.10M0.1%N/A0.013%
5/6/2024 Envestnet Portfolio Solutions Inc.4,935$369K0.0%+20.9%0.004%
5/6/2024 Empirical Finance LLC4,059$303K0.0%+3.4%0.004%
5/4/2024 Geneos Wealth Management Inc.1,099$82K0.0%-25.2%0.001%
5/3/2024 Larson Financial Group LLC2,571$192K0.0%+149.6%0.002%
5/3/2024 Chevy Chase Trust Holdings LLC62,809$4.69M0.0%-0.8%0.055%
5/2/2024 Financial Counselors Inc.188,385$14.08M0.2%+9.2%0.166%
5/2/2024 Mutual of America Capital Management LLC14,868$1.11M0.0%-2.0%0.013%
5/2/2024 Daiwa Securities Group Inc.3,733$279K0.0%+22.8%0.003%
5/1/2024 Janney Montgomery Scott LLC10,944$818K0.0%+14.6%0.010%
5/1/2024 BNP Paribas Financial Markets115,749$8.65M0.0%-41.5%0.102%
5/1/2024 Mirae Asset Global Investments Co. Ltd.28,590$2.17M0.0%+28.4%0.025%
5/1/2024 Sequoia Financial Advisors LLC2,971$222K0.0%N/A0.003%
5/1/2024 Diversify Advisory Services LLC2,857$212K0.0%N/A0.003%
4/30/2024 Van ECK Associates Corp26,868$2.01M0.0%-3.0%0.024%
4/30/2024 Caprock Group LLC4,470$334K0.0%+12.7%0.004%
4/29/2024Commonwealth Equity Services LLC40,420$3.02M0.0%+1.0%0.036%
4/29/2024 Principal Financial Group Inc.129,703$9.69M0.0%+1.5%0.114%
4/29/2024 Meritage Portfolio Management62,532$4.67M0.3%-5.8%0.055%
4/26/2024 Securian Asset Management Inc.6,577$491K0.0%-8.3%0.006%
4/26/2024 LifeSteps Financial Inc.916$68K0.1%N/A0.001%
4/26/2024 Yousif Capital Management LLC18,620$1.39M0.0%-35.0%0.016%
4/26/2024 Mesirow Financial Investment Management Inc.13,684$1.02M0.0%N/A0.012%
4/24/2024 Verity & Verity LLC10,000$778K0.2%-89.0%0.009%
4/24/2024 Simplicity Wealth LLC10,809$808K0.0%N/A0.010%
4/24/2024 Assenagon Asset Management S.A.3,090$231K0.0%-96.3%0.003%
4/23/2024 Bfsg LLC3,180$238K0.0%-29.5%0.003%
4/23/2024 Louisiana State Employees Retirement System6,600$493K0.0%-4.3%0.006%
4/23/2024 Silver Lake Advisory LLC8,407$628K0.3%-21.5%0.007%
4/23/2024 Amalgamated Bank32,710$2.44M0.0%-8.5%0.029%
4/23/2024 Fifth Third Bancorp2,900$217K0.0%-11.4%0.003%
4/23/2024 Wesbanco Bank Inc.2,734$204K0.0%N/A0.002%
4/23/2024 Seven Grand Managers LLC50,000$3.74M1.8%N/A0.044%
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4/23/2024 Raymond James Financial Services Advisors Inc.16,184$1.21M0.0%-11.9%0.014%
4/22/2024 IFM Investors Pty Ltd15,814$1.18M0.0%+3.3%0.014%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.36,400$2.72M0.0%-36.6%0.032%
4/18/2024 Allspring Global Investments Holdings LLC17,944$1.34M0.0%+148.8%0.016%
4/18/2024 Aviance Capital Partners LLC4,200$314K0.0%N/A0.004%
4/18/2024 Mirador Capital Partners LP7,915$591K0.1%+6.7%0.007%
4/17/2024Baker Ellis Asset Management LLC49,249$3.68M0.5%-6.5%0.043%
4/17/2024 Hennion & Walsh Asset Management Inc.25,376$1.90M0.1%+12.8%0.022%
4/16/2024 Wealth Enhancement Advisory Services LLC21,525$1.61M0.0%-5.6%0.019%
4/16/2024 ERn Financial LLC12,816$958K0.2%+57.9%0.011%
(Data available from 1/1/2016 forward)

PNW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PNW shares?

During the previous two years, 516 institutional investors and hedge funds held shares of Pinnacle West Capital. The most heavily invested institutionals were Vanguard Group Inc. ($1.06B), Capital Research Global Investors ($960.43M), BlackRock Inc. ($820.18M), Whalerock Point Partners LLC ($730.12M), State Street Corp ($569.16M), Lazard Asset Management LLC ($502.14M), and Barrow Hanley Mewhinney & Strauss LLC ($407.56M).Learn more on PNW's institutional investors.

What percentage of Pinnacle West Capital stock is owned by institutional investors?

91.51% of Pinnacle West Capital stock is owned by institutional investors. Learn more on PNW's institutional investor holdings.

Which institutional investors have been buying Pinnacle West Capital stock?

Of the 444 institutional investors that purchased Pinnacle West Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Research Global Investors ($11.19M), Lazard Asset Management LLC ($3.19M), Zimmer Partners LP ($2.86M), Envestnet Asset Management Inc. ($2.17M), Norges Bank ($1.57M), Jennison Associates LLC ($1.03M), and Empower Advisory Group LLC ($891.89K).

How much institutional buying is happening at Pinnacle West Capital?

Institutional investors have bought a total of 38,386,020 shares in the last 24 months. This purchase volume represents approximately $2.87B in transactions.

Which Pinnacle West Capital major shareholders have been selling company stock?

Of the 287 institutional investors that sold Pinnacle West Capital stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lazard Asset Management LLC ($4.23M), American Century Companies Inc. ($1.81M), Envestnet Asset Management Inc. ($1.30M), Mitsubishi UFJ Trust & Banking Corp ($1.10M), Franklin Resources Inc. ($708.19K), Jennison Associates LLC ($565.76K), and Barrow Hanley Mewhinney & Strauss LLC ($533.28K).

How much institutional selling is happening at Pinnacle West Capital?

Institutional investors have sold a total of 17,259,056 shares in the last 24 months. This volume of shares sold represents approximately $1.28B in transactions.


This page (NYSE:PNW) was last updated on 5/19/2024 by MarketBeat.com Staff

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