Filing Research | PNW - PINNACLE WEST CAP CORP Institutional Holdings

Snapshot holdings

50 / 167 loaded

#		Instrument	quantity
1	Perpetual Ltd	Shares	608.7KSH	$65.1M
2	Arbejdsmarkedets Tillaegspension	Shares	214.2KSH	$22.9M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	192.8KSH	$20.6M
4	Assenagon Asset Management S.A.	Shares	182.2KSH	$19.5M
5	MIZUHO MARKETS AMERICAS LLC	Shares	172.9KSH	$18.5M
6	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	65.9KSH	$7.1M
7	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	61.1KSH	$6.5M
8	Police & Firemen's Retirement System of New Jersey	Shares	54.2KSH	$5.8M
9	Baker Ellis Asset Management LLC	Shares	50.1KSH	$5.4M
10	CWA Asset Management Group, LLC	Shares	48.3KSH	$5.2M
11	BFSG, LLC	Shares	36.6KSH	$3.9M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	36.8KSH	$3.8M
13	Czech National Bank	Shares	34.5KSH	$3.7M
14	Hennion & Walsh Asset Management, Inc.	Shares	32.8KSH	$3.5M
15	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	32.6KSH	$3.5M
16	ROMANO BROTHERS AND COMPANY	Shares	29.2KSH	$3.1M
17	FORTEM FINANCIAL GROUP, LLC	Shares	28.6KSH	$3.1M
18	Mirae Asset Global Investments Co., Ltd.	Shares	26.8KSH	$2.9M
19	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	24.1KSH	$2.6M
20	BURNEY CO/	Shares	23.0KSH	$2.5M
21	Y-Intercept (Hong Kong) Ltd	Shares	19.9KSH	$2.1M
22	Wealthcare Advisory Partners LLC	Shares	18.7KSH	$2.0M
23	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	17.7KSH	$1.9M
24	Sequoia Financial Advisors, LLC	Shares	14.8KSH	$1.6M
25	Keystone Financial Planning, Inc.	Shares	14.0KSH	$1.5M
26	Apollon Wealth Management, LLC	Shares	13.5KSH	$1.4M
27	COOKSON PEIRCE & CO INC	Shares	13.5KSH	$1.4M
28	RIA Advisory Group LLC	Shares	13.0KSH	$1.4M
29	NAPLES GLOBAL ADVISORS, LLC	Shares	12.2KSH	$1.3M
30	Linden Thomas Advisory Services, LLC	Shares	10.8KSH	$1.2M
31	Mesirow Financial Investment Management, Inc.	Shares	10.6KSH	$1.1M
32	Oak Thistle LLC	Shares	10.0KSH	$1.1M
33	PFG Advisors	Shares	9.5KSH	$1.0M
34	Farther Finance Advisors, LLC	Shares	9.3KSH	$1.0M
35	Merit Financial Group, LLC	Shares	9.2KSH	$980.0K
36	Mirador Capital Partners LP	Shares	8.9KSH	$954.6K
37	EXCHANGE TRADED CONCEPTS, LLC	Shares	8.8KSH	$941.5K
38	IFM Investors Pty Ltd	Shares	8.7KSH	$932.7K
39	GATEWAY INVESTMENT ADVISERS LLC	Shares	8.2KSH	$879.6K
40	Sowell Financial Services LLC	Shares	7.8KSH	$833.0K
41	ARVEST INVESTMENTS, INC.	Shares	7.3KSH	$775.8K
42	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	7.0KSH	$745.6K
43	MIZUHO SECURITIES USA LLC	Shares	7.2KSH	$729.0K
44	Centennial Wealth Advisory LLC	Shares	6.6KSH	$709.3K
45	HARTFORD INVESTMENT MANAGEMENT CO	Shares	6.5KSH	$694.5K
46	D.A. DAVIDSON & CO.	Shares	6.5KSH	$694.5K
47	Louisiana State Employees Retirement System	Shares	6.2KSH	$663.4K
48	Marshall Financial Group, LLC	Shares	6.0KSH	$641.6K
49	1620 INVESTMENT ADVISORS, INC.	Shares	5.4KSH	$579.6K
50	Accurate Wealth Management, LLC	Shares	5.0KSH	$542.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 179 loaded

#		Instrument
1	Arbejdsmarkedets Tillaegspension new	Shares	+214.2K	+$22.9M	$22.9M
2	MIZUHO MARKETS AMERICAS LLC added	Shares	+161.8K	+$17.4M	$18.5M
3	Perpetual Ltd added	Shares	+20.4K	+$5.9M	$65.1M
4	CWA Asset Management Group, LLC added	Shares	+5.4K	+$843.3K	$5.2M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.9K	+$799.2K	$3.8M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+3.8K	+$723.5K	$5.8M
7	Sequoia Financial Advisors, LLC added	Shares	+4.6K	+$558.2K	$1.6M
8	Mirae Asset Global Investments Co., Ltd. added	Shares	+3.2K	+$492.7K	$2.9M
9	Sivia Capital Partners, LLC new	Shares	+4.4K	+$475.3K	$475.3K
10	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+4.0K	+$455.7K	$879.6K
11	BEACON INVESTMENT ADVISORY SERVICES, INC. added	Shares	+279	+$440.2K	$7.1M
12	Czech National Bank added	Shares	+1.9K	+$406.7K	$3.7M
13	PFG Advisors added	Shares	+3.3K	+$393.8K	$1.0M
14	Baker Ellis Asset Management LLC added	Shares	+600	+$373.9K	$5.4M
15	FORTEM FINANCIAL GROUP, LLC added	Shares	+1.7K	+$350.6K	$3.1M
16	BUTENSKY & COHEN FINANCIAL SECURITY, INC trimmed	Shares	-425	+$339.0K	$6.5M
17	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.6K	+$302.9K	$745.6K
18	EVERPAR ADVISORS LLC new	Shares	+2.6K	+$275.5K	$275.5K
19	Curated Wealth Partners LLC new	Shares	+8.5K	+$252.9K	$252.9K
20	Brookstone Capital Management new	Shares	+2.3K	+$242.2K	$242.2K
21	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+341	+$237.7K	$3.5M
22	Apollon Wealth Management, LLC added	Shares	+1.5K	+$236.1K	$1.4M
23	Lakeshore Financial Planning, Inc. new	Shares	+2.1K	+$226.9K	$226.9K
24	BFSG, LLC trimmed	Shares	-23	+$226.3K	$3.9M
25	Wealthcare Advisory Partners LLC added	Shares	+1.1K	+$223.3K	$2.0M
26	Merit Financial Group, LLC added	Shares	+1.6K	+$219.5K	$980.0K
27	Optas, LLC new	Shares	+2.0K	+$213.4K	$213.4K
28	CAPITAL ADVISORS INC/OK new	Shares	+2.0K	+$210.9K	$210.9K
29	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+2.0K	+$210.1K	$210.1K
30	NorthCrest Asset Manangement, LLC new	Shares	+2.0K	+$209.8K	$209.8K
31	PFG Investments, LLC new	Shares	+1.9K	+$203.7K	$203.7K
32	BURNEY CO/ added	Shares	+480	+$192.3K	$2.5M
33	COOKSON PEIRCE & CO INC added	Shares	+769	+$161.8K	$1.4M
34	RIA Advisory Group LLC added	Shares	+779	+$159.4K	$1.4M
35	SCHNIEDERS CAPITAL MANAGEMENT, LLC. added	Shares	+325	+$143.3K	$1.9M
36	NAPLES GLOBAL ADVISORS, LLC added	Shares	+660	+$142.9K	$1.3M
37	ROMANO BROTHERS AND COMPANY trimmed	Shares	-500	+$132.3K	$3.1M
38	Y-Intercept (Hong Kong) Ltd added	Shares	+48	+$129.5K	$2.1M
39	Aaron Wealth Advisors LLC added	Shares	+941	+$125.8K	$531.4K
40	MassMutual Private Wealth & Trust, FSB added	Shares	+1.1K	+$116.1K	$169.6K
41	Farther Finance Advisors, LLC added	Shares	+609	+$113.1K	$1.0M
42	LifeSteps Financial, Inc. new	Shares	+1.0K	+$107.1K	$107.1K
43	GREENLEAF TRUST added	Shares	+845	+$105.0K	$340.3K
44	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-1.0K	+$102.5K	$3.5M
45	Centennial Wealth Advisory LLC added	Shares	+497	+$91.4K	$709.3K
46	Keystone Financial Planning, Inc. unchanged	Shares	0	+$87.2K	$1.5M
47	IFM Investors Pty Ltd added	Shares	+200	+$74.6K	$932.7K
48	Linden Thomas Advisory Services, LLC trimmed	Shares	-12	+$66.4K	$1.2M
49	High Point Wealth Management, LLC added	Shares	+470	+$64.4K	$291.8K
50	Old Port Advisors added	Shares	+376	+$55.3K	$298.1K

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