Skip to content

PNW — Pinnacle West Cap Corp Institutional Holders · Q3 2026

Who owns Pinnacle West Cap Corp (PNW)? 27 institutions reported holding $6.59M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Keystone Financial Planning, Inc. ($1.3M), Farther Finance Advisors, LLC ($1.0M), Mirador Capital Partners LP ($844,046).

RankInstitutionValueSharesChange
1Keystone Financial Planning, Inc.$1.3M13,510Trimmed
2Farther Finance Advisors, LLC$1.0M10,770Added
3Mirador Capital Partners LP$844,0469,072Added
4GAMMA Investing LLC$451,3374,851Added
5Wedmont Private Capital$388,2253,962Added
6Dickmeyer Boyce Financial Management, Inc.$337,7243,630Added
7TITLEIST ASSET MANAGEMENT, LLC$330,0083,547New
8MOODY NATIONAL BANK TRUST DIVISION$307,1253,301Hold
9M.E. ALLISON & CO., INC.$264,8422,847Hold
10Versant Capital Management, Inc$254,7442,738Added
11ARMSTRONG ADVISORY GROUP, INC$235,0202,526Hold
12CX Institutional$223,0002,396Added
13Everhart Financial Group, Inc.$201,8972,170Trimmed
14MassMutual Private Wealth & Trust, FSB$136,9551,472Trimmed
15MJT & Associates Financial Advisory Group, Inc.$94,0641,011Hold
16Dorato Capital Management$73,155750Hold
17Trust Co$59,711642Hold
18ELEVATION WEALTH PARTNERS, LLC$41,962451Added
19Planning Strategies Inc.$36,937397Hold
20CoreCap Advisors, LLC$19,532209Trimmed
21GoalVest Advisory LLC$13,677147New
22Grove Bank & Trust$6,32768Hold
23Roxbury Financial LLC$5,36558Hold
24Pacifica Partners Inc.$3,12333Hold
25Retirement Wealth Solutions LLC$5596New

Source: SEC Form 13F filings · as of 2026-09-30