Pinnacle West Capital Corp (PNW) Ownership

73.77 ↓0.77 (-1.03%)

As of April 25, 2024, 10:44am EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Pinnacle West Capital Corp (PNW), owning a total of 14.3 million shares. Combined, the top 29 institutional holders of PNW own 70.95% of the company with a total of 80.5 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of PNW by 5.6 million shares. 15 institutions bought 6,143,789 total additional shares and increased their ownership by an average of 97.41%. However 5 institutions sold 574,608 total shares and decreased their ownership by an average of 6.44%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Pinnacle West Capital Corp increased by a net total of 5,569,181 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.577%	-0.927%	14,282,114	-133,681	2023-12-31
BlackRock Inc	8.844%	3.894%	10,042,715	376,422	2023-12-31
State Street Corporation	5.987%	2.568%	6,799,130	170,231	2023-12-31
Capital Research Global Investors	5.731%	116.809%	6,507,809	3,506,181	2023-12-31
Barrow Hanley Mewhinney & Strauss LLC	5.038%	0.345%	5,721,114	19,645	2023-12-31
Amvescap Plc.	3.537%	0.620%	4,016,255	24,750	2023-12-31
Lazard Asset Management LLC	3.426%	0.916%	3,890,947	35,316	2023-12-31
Massachusetts Financial Services Company	2.418%	-1.288%	2,745,266	-35,816	2023-12-31
Geode Capital Management, LLC	2.348%	1.444%	2,666,752	37,959	2023-12-31
American Century Companies Inc	1.606%	-4.451%	1,823,543	-84,938	2023-12-31
NORGES BANK	1.384%	14.845%	1,571,740	203,164	2023-12-31
Morgan Stanley - Brokerage Accounts	1.239%	7.040%	1,406,839	92,523	2023-12-31
Goldman Sachs Group Inc	1.212%	68.235%	1,375,714	557,979	2023-12-31
First Trust Advisors L.P.	1.062%	2.531%	1,205,800	29,767	2023-12-31
Bank of New York Mellon Corp	1.021%	13.131%	1,159,322	134,562	2023-12-31
Franklin Resources Inc	0.988%	-4.773%	1,122,142	-56,241	2023-12-31
Northern Trust Corp	0.887%	-20.770%	1,006,812	-263,932	2023-12-31
Charles Schwab Investment Management Inc	0.873%	2.926%	991,371	28,178	2023-12-31
Envestnet Asset Management Inc	0.867%	1,223.960%	984,050	909,724	2023-12-31
Legal & General Group PLC	0.820%	1.903%	931,290	17,388	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.577%	-0.927%	14,282,114	-133,681	2023-12-31
BlackRock Inc	8.844%	3.894%	10,042,715	376,422	2023-12-31
State Street Corporation	5.987%	2.568%	6,799,130	170,231	2023-12-31
Capital Research Global Investors	5.731%	116.809%	6,507,809	3,506,181	2023-12-31
Barrow Hanley Mewhinney & Strauss LLC	5.038%	0.345%	5,721,114	19,645	2023-12-31
Amvescap Plc.	3.537%	0.620%	4,016,255	24,750	2023-12-31
Lazard Asset Management LLC	3.426%	0.916%	3,890,947	35,316	2023-12-31
Massachusetts Financial Services Company	2.418%	-1.288%	2,745,266	-35,816	2023-12-31
Geode Capital Management, LLC	2.348%	1.444%	2,666,752	37,959	2023-12-31
American Century Companies Inc	1.606%	-4.451%	1,823,543	-84,938	2023-12-31
Wellington Management Company LLP	1.496%	-21.971%	1,693,463	-476,839	2022-09-30
NORGES BANK	1.384%	14.845%	1,571,740	203,164	2023-12-31
Morgan Stanley - Brokerage Accounts	1.239%	7.040%	1,406,839	92,523	2023-12-31
Goldman Sachs Group Inc	1.212%	68.235%	1,375,714	557,979	2023-12-31
Zimmer Partners LP	1.085%	513.750%	1,227,500	1,027,500	2022-09-30
Mitsubishi UFJ Trust & Banking Corp	1.082%	-5.033%	1,227,322	-65,042	2023-09-30
First Trust Advisors L.P.	1.062%	2.531%	1,205,800	29,767	2023-12-31
Citadel Advisors Llc	1.025%	-10.278%	1,162,101	-133,120	2023-06-30
Bank of New York Mellon Corp	1.021%	13.131%	1,159,322	134,562	2023-12-31
FMR Inc	1.017%	1.015%	1,153,505	11,591	2023-09-30
Franklin Resources Inc	0.988%	-4.773%	1,122,142	-56,241	2023-12-31
Millennium Management LLC	0.978%	509.463%	1,109,211	927,213	2023-09-30
Jennison Associates LLC	0.906%	0.000%	1,027,642	0	2023-09-30
Northern Trust Corp	0.887%	-20.770%	1,006,812	-263,932	2023-12-31
Charles Schwab Investment Management Inc	0.873%	2.926%	991,371	28,178	2023-12-31
Envestnet Asset Management Inc	0.867%	1,223.960%	984,050	909,724	2023-12-31
Legal & General Group PLC	0.820%	1.903%	931,290	17,388	2023-12-31
Empower Advisory Group LLC	0.771%	0.906%	874,041	7,849	2023-06-30
JPMorgan Chase & Co	0.727%	-13.233%	822,756	-125,483	2022-06-30

Mutual Fund Ownership

Lazard Global Listed Infrastructure Inst is the biggest individual fund holder of Pinnacle West Capital Corp (PNW), owning a total of 3.9 million shares. Combined, the top 32 mutual fund holders of PNW own 49.74% of the company with a total of 56.5 million shares.

In the latest ownership report on March 31st 2024, the top 32 fund holders increased their combined ownership of PNW by 1.6 million shares. 1 funds bought 1,613,409 total additional shares and increased their ownership by an average of 70.40%. However 2 funds sold 14,799 total shares and decreased their ownership by an average of 0.53%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Pinnacle West Capital Corp increased by a net total of 1,598,610 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Lazard Global Listed Infrastructure Inst	3.439%	70.405%	3,905,028	1,613,409	2024-03-31
Utilities Select Sector SPDR® ETF	1.262%	-0.293%	1,432,610	-4,213	2024-03-31
SPDR® S&P 500 ETF Trust	1.193%	-0.775%	1,355,111	-10,586	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Lazard Global Listed Infrastructure Inst	3.439%	70.405%	3,905,028	1,613,409	2024-03-31
Vanguard Total Stock Mkt Idx Inv	3.116%	-0.206%	3,537,905	-7,294	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.078%	1.793%	3,490,303	61,477	2023-03-31
American Funds Income Fund of Amer A	2.602%	145.689%	2,954,530	1,751,983	2023-12-31
Vanguard Small Cap Index	2.574%	1.031%	2,923,436	29,829	2024-02-29
Vanguard Institutional 500 Index Trust	2.493%	1.007%	2,831,020	28,226	2024-02-29
Vanguard 500 Index Investor	2.405%	0.491%	2,725,252	13,301	2023-08-31
iShares Select Dividend ETF	2.238%	0.413%	2,541,133	10,460	2024-03-28
American Funds Capital Income Bldr A	2.168%	39.687%	2,462,100	699,516	2023-12-31
Lazard Glbl Listed Infrastruct USD Hedge	2.018%	2.231%	2,291,619	50,000	2023-12-31
Vanguard Small Cap Value Index Inv	1.755%	0.513%	1,992,638	10,163	2024-02-29
Vanguard Windsor Investor Shares	1.360%	-1.456%	1,538,877	-22,731	2022-10-31
MFS Mid Cap Value Equity	1.324%	-1.713%	1,503,834	-26,206	2023-12-31
MFS Mid Cap Value A	1.309%	-1.186%	1,486,003	-17,831	2024-02-29
Invesco S&P 500® Equal Weight ETF	1.302%	0.250%	1,478,684	3,680	2024-03-28
Utilities Select Sector SPDR® ETF	1.262%	-0.293%	1,432,610	-4,213	2024-03-31
Fidelity 500 Index	1.198%	1.017%	1,360,025	13,690	2024-02-29
SPDR® S&P 500 ETF Trust	1.193%	-0.775%	1,355,111	-10,586	2024-03-31
Fidelity® 500 Index	1.164%	0.641%	1,320,412	8,412	2023-11-30
SPDR® Portfolio S&P 500 High Div ETF	1.082%	-0.117%	1,228,836	-1,444	2024-03-28
iShares Core S&P 500 ETF	1.036%	0.745%	1,176,784	8,704	2024-03-28
PGIM Jennison Utility B	0.906%	0.000%	1,027,642	0	2023-10-31
Invesco S&P 500® Low Volatility ETF	0.905%	-0.114%	1,026,737	-1,170	2024-01-31
American Funds Invmt Co of Amer A	0.899%	0.000%	1,020,858	1,020,858	2023-12-31
Capital Group Investment Co of Amer Comp	0.899%	0.000%	1,020,858	1,020,858	2023-12-31
Lazard Global Lstd Infras Eq A Dist GBP	0.901%	-2.857%	1,019,911	-30,000	2022-11-30
American Century U.S. Mid Cap Value	0.865%	1.264%	982,760	12,268	2023-12-31
American Century Mid Cap Value Inv	0.866%	1.264%	982,760	12,268	2023-12-31
Barrow Hanley Global Value Equity	0.855%	0.000%	969,197	969,197	2023-09-30
Invesco S&P 500® High Div Low Vol ETF	0.851%	-0.063%	963,591	-610	2023-06-30
Franklin Utilities A1	0.838%	0.000%	950,000	0	2023-07-31
Franklin Utilities Fund A1	0.838%	0.000%	950,000	0	2023-08-31