PNW Institutional Holdings
Pinnacle West Capital · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $1.6B
VANGUARD PORTFOLIO MANAGEMENT LLC $603M
HSBC HOLDINGS PLC $180M
VANGUARD FIDUCIARY TRUST CO $68M
Ovata Capital Management Ltd $56M
↑ Increased (5)
Inspire Investing, LLC +240088.7%
CWM, LLC +122466.3%
Daiwa Securities Group Inc. +120355.5%
BNP PARIBAS ASSET MANAGEMENT Holding S.A. +87634.0%
E Fund Management (Hong Kong) Co., Ltd. +3441.4%
↓ Decreased (5)
Swiss Life Asset Management Ltd -99.3%
Qube Research & Technologies Ltd -95.8%
TUDOR INVESTMENT CORP ET AL -95.7%
Trexquant Investment LP -93.5%
Aster Capital Management (DIFC) Ltd -93.1%
↓ Exited Positions (5)
VANGUARD GROUP INC $1.3B
TWO SIGMA ADVISERS, LP $147M
ANGELO GORDON & CO., L.P. $25M
Verition Fund Management LLC $22M
Capital World Investors $16M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | Capital Research Global Investors | 16.4M | $1.7B |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 15.6M | $1.6B |
| 3 | BlackRock, Inc. | 49.0M | $1.2B |
| 4 | STATE STREET CORP | 17.2M | $708M |
| 5 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 7.0M | $705M |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.0M | $603M |
| 7 | MORGAN STANLEY | 10.6M | $554M |
| 8 | ATLAS Infrastructure Partners (UK) Ltd. | 5.1M | $511M |
| 9 | Invesco Ltd. | 4.3M | $428M |
| 10 | Soroban Capital Partners LP | 3.9M | $388M |
| 11 | BARCLAYS PLC | 4.3M | $381M |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 3.1M | $315M |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.8M | $287M |
| 14 | TWO SIGMA INVESTMENTS, LP | 6.5M | $225M |
| 15 | GOLDMAN SACHS GROUP INC | 6.2M | $222M |
| 16 | NORGES BANK | 2.2M | $208M |
| 17 | HSBC HOLDINGS PLC | 1.9M | $180M |
| 18 | Pictet Asset Management Holding SA | 1.4M | $143M |
| 19 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $136M |
| 20 | Squarepoint Ops LLC | 1.2M | $124M |
| 21 | D. E. Shaw & Co., Inc. | 105.6M | $123M |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $116M |
| 23 | Bank of New York Mellon Corp | 1.3M | $110M |
| 24 | REAVES W H & CO INC | 1.1M | $109M |
| 25 | FRANKLIN RESOURCES INC | 1.1M | $108M |
| 26 | UBS Group AG | 6.4M | $104M |
| 27 | Assenagon Asset Management S.A. | 996K | $100M |
| 28 | Nuveen, LLC | 984K | $99M |
| 29 | FIRST TRUST ADVISORS LP | 983K | $99M |
| 30 | Shaolin Capital Management LLC | 85K | $98M |
| 31 | NORTHERN TRUST CORP | 954K | $96M |
| 32 | BANK OF AMERICA CORP /DE/ | 5.8M | $91M |
| 33 | Empower Advisory Group, LLC | 888K | $89M |
| 34 | Balyasny Asset Management L.P. | 809K | $81M |
| 35 | CINCINNATI FINANCIAL CORP | 729K | $73M |
| 36 | WELLINGTON MANAGEMENT GROUP LLP | 724K | $73M |
| 37 | VANGUARD FIDUCIARY TRUST CO | 674K | $68M |
| 38 | JPMORGAN CHASE & CO | 7.9M | $65M |
| 39 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 625K | $63M |
| 40 | Perpetual Ltd | 588K | $59M |
| 41 | RENAISSANCE TECHNOLOGIES LLC | 576K | $58M |
| 42 | Ovata Capital Management Ltd | 50.5M | $56M |
| 43 | Legal & General Group Plc | 553K | $56M |
| 44 | VICTORY CAPITAL MANAGEMENT INC | 15.1M | $52M |
| 45 | Zimmer Partners, LP | 500K | $50M |
| 46 | Gotham Asset Management, LLC | 499K | $50M |
| 47 | Epoch Investment Partners, Inc. | 498K | $50M |
| 48 | Newport Trust Company, LLC | 459K | $46M |
| 49 | BANK OF MONTREAL /CAN/ | 15.3M | $46M |
| 50 | MILLENNIUM MANAGEMENT LLC | 438K | $44M |
| 51 | AQR CAPITAL MANAGEMENT LLC | 423K | $42M |
| 52 | CITADEL ADVISORS LLC | 32.5M | $42M |
| 53 | DEUTSCHE BANK AG\ | 772K | $40M |
| 54 | Quantinno Capital Management LP | 395K | $40M |
| 55 | BNP PARIBAS FINANCIAL MARKETS | 355K | $36M |
| 56 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 347K | $35M |
| 57 | GABELLI FUNDS LLC | 334K | $34M |
| 58 | WELLS FARGO & COMPANY/MN | 13.6M | $33M |
| 59 | Yaupon Capital Management LP | 305K | $31M |
| 60 | CINCINNATI INSURANCE CO | 297K | $30M |
| 61 | TPG GP A, LLC | 25.0M | $29M |
| 62 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 281K | $28M |
| 63 | California Public Employees Retirement System | 275K | $28M |
| 64 | Vanguard Global Advisers, LLC | 250K | $25M |
| 65 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 243K | $25M |
| 66 | Swiss National Bank | 237K | $24M |
| 67 | Calamos Advisors LLC | 20.1M | $23M |
| 68 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 228K | $23M |
| 69 | JENNISON ASSOCIATES LLC | 226K | $23M |
| 70 | ROYAL BANK OF CANADA | 225K | $23M |
| 71 | AMERIPRISE FINANCIAL INC | 222K | $22M |
| 72 | RHUMBLINE ADVISERS | 213K | $21M |
| 73 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 212K | $21M |
| 74 | Brevan Howard Capital Management LP | 12.6M | $20M |
| 75 | ENVESTNET ASSET MANAGEMENT INC | 200K | $20M |
| 76 | Midwest Trust Co | 197K | $20M |
| 77 | CAMDEN ASSET MANAGEMENT L P /CA | 16.9M | $19M |
| 78 | AE Wealth Management LLC | 189K | $19M |
| 79 | STATE OF WISCONSIN INVESTMENT BOARD | 3.2M | $19M |
| 80 | Susquehanna Portfolio Strategies, LLC | 188K | $19M |
| 81 | SEI INVESTMENTS CO | 177K | $18M |
| 82 | STIFEL FINANCIAL CORP | 167K | $17M |
| 83 | Bridgewater Associates, LP | 165K | $17M |
| 84 | Creative Planning | 164K | $17M |
| 85 | FEDERATED HERMES, INC. | 163K | $16M |
| 86 | CITIGROUP INC | 162K | $16M |
| 87 | SKBA CAPITAL MANAGEMENT LLC | 158K | $16M |
| 88 | Amundi | 155K | $16M |
| 89 | Aventail Capital Group, LP | 153K | $15M |
| 90 | Engineers Gate Manager LP | 153K | $15M |
| 91 | AMERICAN CENTURY COMPANIES INC | 148K | $15M |
| 92 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 143K | $14M |
| 93 | Mitsubishi UFJ Asset Management Co., Ltd. | 138K | $14M |
| 94 | CAPTRUST FINANCIAL ADVISORS | 136K | $14M |
| 95 | PRINCIPAL FINANCIAL GROUP INC | 133K | $13M |
| 96 | LOOMIS SAYLES & CO L P | 124K | $12M |
| 97 | Harvest Portfolios Group Inc. | 123K | $12M |
| 98 | RAYMOND JAMES FINANCIAL INC | 123K | $12M |
| 99 | Ceredex Value Advisors LLC | 118K | $12M |
| 100 | CAPITAL FUND MANAGEMENT S.A. | 117K | $12M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09