Pinnacle West Cap: which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 3.3%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: +$17.3M (+14.5 M shares) · bought $17.3M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Ovata Capital ManagementIncreased$44.3M3.3%+1.3 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders (all 13F filers)
- Ovata Capital Managementconcentrated37.0 MInvestment firm+14.5 M
- TPG Gp A20.0 MPrivate equity or venture capital−5.0 M
- Mizuho Securities USA5.2 MBank or trading desk0
- State of Wisconsin Investment Board4.0 MPension or sovereign fund+1.0 M
- Income Research & Management3.0 MInvestment firm0
- Police & Firemen's Retirement System of New Jersey918 KPension or sovereign fund0
- Bank of New York Mellon200 KBank or trading desk0
- &partners165 KType not verified0
- Loomis Sayles150 KInvestment firm+26 K
- Focus Partners Wealth13 KWealth adviser+13 K
- Ovata Capital Managementconcentrated
- Shares
- 37.0 M
- Change
- +14.5 M
See more
- Type
- Investment firm
- Value
- $44.3M
- Shares
- 20.0 M
- Change
- −5.0 M
See more
- Type
- Private equity or venture capital
- Value
- $23.8M
- Shares
- 5.2 M
- Change
- 0
See more
- Type
- Bank or trading desk
- Value
- $5.9M
- Shares
- 4.0 M
- Change
- +1.0 M
See more
- Type
- Pension or sovereign fund
- Value
- $4.8M
- Income Research & Management
- Shares
- 3.0 M
- Change
- 0
See more
- Type
- Investment firm
- Value
- $3.6M
- Shares
- 918 K
- Change
- 0
See more
- Type
- Pension or sovereign fund
- Value
- $1.1M
- Shares
- 200 K
- Change
- 0
See more
- Type
- Bank or trading desk
- Value
- $241K
- Shares
- 165 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $197K
- Shares
- 150 K
- Change
- +26 K
See more
- Type
- Investment firm
- Value
- $16.1M
- Shares
- 13 K
- Change
- +13 K
See more
- Type
- Wealth adviser
- Value
- $15.4K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.