Stock ownership · SEC 13F · Q4 2025

PINNACLE WEST CAP CORP

Institutional ownership of PINNACLE WEST CAP CORP (CUSIP 723484101) - who holds it, how concentrated it is, and what moved last quarter.

$2.7M
Reported value
4
Institutions
100%
Top-5 share

The verdict

4 institutions report $2.7M of PINNACLE WEST CAP CORP positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

4
institutions hold it
$2.7M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 723484101 · Q4 2025 $3M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $2.7M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - PINNACLE WEST CAP CORP's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of PINNACLE WEST CAP CORP
  1. 1
    Pacer Advisors, Inc. $2.0M
  2. 2
    CHELSEA COUNSEL CO $422K
  3. 3
    DGS Capital Management, LLC $249K
  4. 4
    Bell Investment Advisors, Inc $13K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a PINNACLE WEST CAP CORP position has fallen from 5 to 4 over the last 8 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding PINNACLE WEST CAP CORP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 22,201 $2.0M 74.2%
2 CHELSEA COUNSEL CO 4,759 $422K 15.9%
3 DGS Capital Management, LLC 2,810 $249K 9.4%
4 Bell Investment Advisors, Inc 142 $13K 0.5%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among PINNACLE WEST CAP CORP's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

Pacer Advisors, Inc. $2.0M
DGS Capital Management, LLC $249K

Complete exits (5)

Fulcrum Asset Management LLP exited
CIBC Bancorp USA Inc. exited
CIBC Private Wealth Group LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Asset Dedication, LLC exited

Frequently Asked Questions

How many institutions hold PINNACLE WEST CAP CORP?▼
PINNACLE WEST CAP CORP is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of PINNACLE WEST CAP CORP?▼
Institutions report $2.7M of PINNACLE WEST CAP CORP as of Q4 2025.
How concentrated is ownership of PINNACLE WEST CAP CORP?▼
The top five institutional holders account for 100% of the reported institutional value in PINNACLE WEST CAP CORP, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of PINNACLE WEST CAP CORP?▼
Pacer Advisors, Inc. is the largest reported holder of PINNACLE WEST CAP CORP with $2.0M across 22,201 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.