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Who Owns Pinnacle West Capital Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Pinnacle West Capital Corp.

Who crossed 5% of PNW →
Managers holding
21
as of 2026-09-30
Reported value
$6.1M
summed across filings
Shares held
64.8K
Added vs trimmed
6 / 4
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Keystone Financial Planning, Inc.COM13.5K shtrimmed$1.3M
Farther Finance Advisors, LLCStock10.8K shadded$1M
Mirador Capital Partners LPCOM9.1K shadded$844K
GAMMA Investing LLCCommon Stock4.9K shadded$451.3K
Wedmont Private CapitalCOM4K shadded$388.2K
Dickmeyer Boyce Financial Management, Inc.COM3.6K shadded$337.7K
TITLEIST ASSET MANAGEMENT, LLCCOM3.5K sh—$330K
MOODY NATIONAL BANK TRUST DIVISIONCOM3.3K shheld$307.1K
M.E. ALLISON & CO., INC.COM2.8K shheld$264.8K
ARMSTRONG ADVISORY GROUP, INCCOM2.5K shheld$235K
Everhart Financial Group, Inc.COM2.2K shtrimmed$201.9K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.5K shtrimmed$137K
MJT & Associates Financial Advisory Group, Inc.Stock1K shheld$94.1K
Dorato Capital ManagementCOM750 shheld$73.2K
Trust CoStock642 shheld$59.7K
ELEVATION WEALTH PARTNERS, LLCCOM451 shadded$42K
CoreCap Advisors, LLCStock209 shtrimmed$19.5K
Grove Bank & TrustCOM68 shheld$6.3K
Pacifica Partners Inc.COM33 shheld$3.1K
Retirement Wealth Solutions LLCCOM6 sh—$559
Davis Capital ManagementStock2 sh—$186

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on PNW

Company overviewEverything on PNW in one place, with the price.SEC filingsWhat PNW's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat PNW's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold PNW, and how big a bet.LobbyingWhat PNW spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on PNW's account, and who they worked for.

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