Fortinet, Inc.
FTNT- Exchange
- Nasdaq
- Industry
- Computer Peripheral Equipment, NEC
- SEC CIK
- 0001262039
In the last 90 days, Fortinet, Inc. insiders filed 0 open-market purchases and 5 sales; 1,589 institutions reported holding it in 13F filings for Q2 2026, worth $77.6B in total; Fundsmith is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Fortinet, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,074
- −23 vs. Q2 2023
- Shares held
- 509.9M
- −7.50M (−1.4%) vs. Q2 2023
- Total value
- $30.0B
- −$9.10B (−23.3%) vs. Q2 2023
- New holders
- 121
- 409 more added
- Sold out
- 144
- 415 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FTNT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,589 | $77.6B |
| Q1 2026 | 1,332 | $40.3B |
| Q4 2025 | 1,331 | $40.6B |
| Q3 2025 | 1,277 | $40.6B |
| Q2 2025 | 1,385 | $54.6B |
| Q1 2025 | 1,357 | $49.3B |
| Q4 2024 | 1,297 | $48.4B |
| Q3 2024 | 1,127 | $38.9B |
| Q2 2024 | 1,074 | $30.5B |
| Q1 2024 | 1,115 | $34.4B |
| Q4 2023 | 1,068 | $29.0B |
| Q3 2023 | 1,074 | $30.0B |
| Q2 2023 | 1,106 | $39.4B |
| Q1 2023 | 999 | $34.7B |
| Q4 2022 | 956 | $25.9B |
| Q3 2022 | 894 | $25.2B |
| Q2 2022 | 938 | $29.6B |
| Q1 2022 | 955 | $36.7B |
| Q4 2021 | 978 | $39.1B |
| Q3 2021 | 871 | $32.6B |
| Q2 2021 | 795 | $27.1B |
| Q1 2021 | 732 | $21.5B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Fortinet, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 8,129 | $477.0K | 0.02% | +529+7.0% | Added |
| Zhang Financial LLC | 7,990 | $474.3K | 0.05% | +601+8.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,016 | $470.4K | 0.02% | +697+9.5% | Added |
| Ostrum Asset Management | 7,954 | $466.7K | 0.04% | −3,718−31.9% | Reduced |
| Wesbanco Bank Inc | 7,915 | $464.5K | 0.02% | −35−0.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 7,906 | $464.0K | 0.20% | −442−5.3% | Reduced |
| Evergreen Capital Management LLC | 7,893 | $463.2K | 0.02% | −213−2.6% | Reduced |
| Sigma Planning Corp | 7,823 | $459.1K | 0.02% | −1,036−11.7% | Reduced |
| Jag Capital Management, LLC | 7,777 | $456.4K | 0.06% | +7,777 | New |
| Umb Bank N A | 7,768 | $455.8K | 0.01% | +52+0.7% | Added |
| Parallel Advisors, LLC | 7,710 | $452.4K | 0.02% | −2,884−27.2% | Reduced |
| Quantum Private Wealth, LLC | 7,705 | $452.1K | 0.22% | +4,000+108.0% | Added |
| Platte River Wealth Advisors, LLC | 7,705 | $452.1K | 0.17% | +7,705 | New |
| Silverlake Wealth Management LLC | 7,662 | $449.6K | 0.25% | +662+9.5% | Added |
| Belpointe Asset Management LLC | 7,650 | $448.9K | 0.05% | +589+8.3% | Added |
| Capstone Investment Advisors, LLC | 7,568 | $444.1K | 0.01% | +7,568 | New |
| Change Path, LLC | 7,548 | $443.0K | 0.03% | −20,435−73.0% | Reduced |
| NTV Asset Management LLC | 7,500 | $440.1K | 0.08% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,500 | $440.1K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 7,478 | $438.8K | 0.02% | +7,478 | New |
| Trust Asset Management LLC | 7,462 | $437.9K | 0.05% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 7,400 | $434.2K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 7,378 | $432.9K | 0.03% | −131−1.7% | Reduced |
| Lee Financial Group Hawaii, Inc. | 7,375 | $432.8K | 0.40% | −2,270−23.5% | Reduced |
| Summit Trail Advisors, LLC | 7,257 | $425.8K | 0.02% | +7,257 | New |
| Glenview Trust Co | 7,243 | $425.0K | 0.01% | +7,243 | New |
| Arete Wealth Advisors, LLC | 7,236 | $424.6K | 0.07% | +2,177+43.0% | Added |
| Money Concepts Capital Corp | 7,205 | $422.8K | 0.04% | +2,960+69.7% | Added |
| Penserra Capital Management LLC | 7,188 | $421.0K | 0.01% | −399−5.3% | Reduced |
| Brown Brothers Harriman & Co | 7,125 | $418.1K | 0.00% | −1,500−17.4% | Reduced |
| Cigna Investments Inc | 7,128 | $418.0K | 0.10% | −812−10.2% | Reduced |
| Pearl River Capital, LLC | 7,056 | $414.0K | 0.06% | +7,056 | New |
| Geller Advisors LLC | 6,836 | $401.1K | 0.05% | −50−0.7% | Reduced |
| My Legacy Advisors, LLC | 6,920 | $399.8K | 0.16% | −90−1.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,804 | $399.3K | 0.02% | +1,104+19.4% | Added |
| Donoghue Forlines LLC | 6,734 | $395.2K | 0.14% | −579−7.9% | Reduced |
| Rehmann Capital Advisory Group | 6,713 | $393.9K | 0.04% | +6,713 | New |
| Advisory Research Inc | 6,712 | $393.9K | 0.05% | +6,712 | New |
| Keybank National Association | 6,705 | $393.4K | 0.00% | +2,408+56.0% | Added |
| Trifecta Capital Advisors, LLC | 6,690 | $392.6K | 0.13% | −1,100−14.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 6,670 | $391.4K | 0.08% | +646+10.7% | Added |
| KPP Advisory Services LLC | 6,668 | $391.3K | 0.13% | +6,668 | New |
| Capital Market Strategies LLC | 6,754 | $389.1K | 0.39% | +61+0.9% | Added |
| Prospera Financial Services Inc | 6,539 | $383.7K | 0.01% | −814−11.1% | Reduced |
| TruWealth Advisors, LLC | 6,538 | $383.6K | 0.03% | +288+4.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,536 | $383.5K | 0.02% | +3,220+97.1% | Added |
| Forte Capital LLC | 6,525 | $382.9K | 0.06% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 6,525 | $382.9K | 0.30% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 7,504 | $381.0K | 0.32% | +7,479+29,916.0% | Added |
| Legacy Trust | 6,469 | $379.6K | 0.11% | −15−0.2% | Reduced |
| Duality Advisers, LP | 6,427 | $377.1K | 0.05% | +6,427 | New |
| Delta Investment Management, LLC | 6,366 | $373.6K | 0.10% | −124−1.9% | Reduced |
| American Trust | 6,293 | $369.3K | 0.03% | −1,369−17.9% | Reduced |
| Univest Financial Corp | 6,219 | $364.9K | 0.12% | +3,569+134.7% | Added |
| Human Investing LLC | 6,196 | $363.6K | 0.08% | −253−3.9% | Reduced |
| Massachusetts Financial Services Co | 6,138 | $360.2K | 0.00% | −99−1.6% | Reduced |
| Credit Agricole S A | 6,131 | $359.8K | 0.01% | +6,131 | New |
| Azimuth Capital Investment Management LLC | 6,115 | $358.8K | 0.02% | +1,500+32.5% | Added |
| Sequoia Financial Advisors, LLC | 6,056 | $355.4K | 0.01% | −623−9.3% | Reduced |
| Cullinan Associates Inc | 6,000 | $352.1K | 0.02% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 5,942 | $348.7K | 0.10% | −20−0.3% | Reduced |
| Snowden Capital Advisors LLC | 5,919 | $347.3K | 0.01% | −10,641−64.3% | Reduced |
| Ramirez Asset Management, Inc. | 5,887 | $345.4K | 0.07% | +5,887 | New |
| Wealthspire Advisors, LLC | 5,877 | $344.9K | 0.01% | −181−3.0% | Reduced |
| Prelude Capital Management, LLC | 5,852 | $343.4K | 0.03% | −2,891−33.1% | Reduced |
| Cutler Group LP | 5,839 | $342.0K | 0.05% | +4,364+295.9% | Added |
| IHT Wealth Management, LLC | 5,823 | $341.7K | 0.02% | −258−4.2% | Reduced |
| Ballentine Partners, LLC | 5,803 | $340.5K | 0.01% | −1,024−15.0% | Reduced |
| Pinnacle Associates Ltd | 5,717 | $335.5K | 0.01% | +1,201+26.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 5,702 | $334.6K | 0.02% | −3,053−34.9% | Reduced |
| Capital Investment Counsel, Inc | 5,672 | $332.8K | 0.07% | −1,000−15.0% | Reduced |
| Proficio Capital Partners LLC | 5,672 | $332.8K | 0.04% | −28−0.5% | Reduced |
| Keebeck Alpha, LP | 5,657 | $332.0K | 0.33% | −2,924−34.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,612 | $329.3K | 0.01% | −199−3.4% | Reduced |
| Prosperity Wealth Management, Inc. | 5,605 | $328.9K | 0.21% | +5,605 | New |
| Avestar Capital, LLC | 5,590 | $328.0K | 0.05% | −992−15.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 5,509 | $323.3K | 0.13% | −274−4.7% | Reduced |
| State of Wyoming | 5,500 | $322.7K | 0.07% | −772−12.3% | Reduced |
| M&R Capital Management Inc | 5,450 | $319.8K | 0.09% | +2,200+67.7% | Added |
| Loomis Sayles & Co L P | 5,436 | $319.0K | 0.00% | −7,028−56.4% | Reduced |
| Evoke Wealth, LLC | 5,427 | $318.5K | 0.01% | +141+2.7% | Added |
| Thoroughbred Financial Services, LLC | 5,405 | $317.0K | 0.03% | +5,405 | New |
| Alpha Cubed Investments, LLC | 5,378 | $315.6K | 0.02% | −83−1.5% | Reduced |
| NBC Securities, Inc. | 5,346 | $313.0K | 0.03% | +5,346 | New |
| New England Research & Management, Inc. | 5,325 | $312.0K | 0.18% | +5,325 | New |
| Kennedy Investment Group | 5,275 | $309.5K | 0.19% | −600−10.2% | Reduced |
| Regions Financial Corp | 5,266 | $309.0K | 0.00% | −2,645−33.4% | Reduced |
| MMBG Investment Advisors Co. | 5,200 | $305.1K | 0.04% | +5,200 | New |
| Himension Fund | 5,159 | $302.7K | 0.03% | +5,159 | New |
| Bessemer Securities LLC | 5,145 | $302.0K | 0.42% | −1,900−27.0% | Reduced |
| TD Capital Management LLC | 5,119 | $300.4K | 0.04% | −761−12.9% | Reduced |
| HHM Wealth Advisors, LLC | 5,117 | $300.3K | 0.06% | +117+2.3% | Added |
| FineMark National Bank & Trust | 5,104 | $299.5K | 0.01% | −1,798−26.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 5,102 | $299.4K | 0.03% | +272+5.6% | Added |
| Mandatum Life Insurance Co Ltd | 5,097 | $299.1K | 0.12% | +5,097 | New |
| ICA Group Wealth Management, LLC | 5,065 | $297.2K | 0.08% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 5,061 | $297.0K | 0.20% | +436+9.4% | Added |
| First Hawaiian Bank | 5,059 | $296.9K | 0.01% | −1,642−24.5% | Reduced |
| Comerica Securities,inc. | 5,056 | $296.7K | 0.02% | +210+4.3% | Added |
| MONECO Advisors, LLC | 5,045 | $296.0K | 0.08% | −153−2.9% | Reduced |