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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, Q4 2023

Institutional positions in Fortinet, Inc. as of Dec 31, 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
1,068
+6 vs. Q3 2023
Shares held
495.6M
−13.6M (−2.7%) vs. Q3 2023
Total value
$29.0B
−$899.9M (−3.0%) vs. Q3 2023
New holders
153
345 more added
Sold out
147
449 more reduced

12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,068 institutions
Q1 2021: 732 institutionsQ2 2021: 795 institutionsQ3 2021: 871 institutionsQ4 2021: 978 institutionsQ1 2022: 955 institutionsQ2 2022: 938 institutionsQ3 2022: 894 institutionsQ4 2022: 956 institutionsQ1 2023: 999 institutionsQ2 2023: 1,106 institutionsQ3 2023: 1,074 institutionsQ4 2023: 1,068 institutionsQ1 2024: 1,115 institutionsQ2 2024: 1,074 institutionsQ3 2024: 1,127 institutionsQ4 2024: 1,297 institutionsQ1 2025: 1,357 institutionsQ2 2025: 1,385 institutionsQ3 2025: 1,277 institutionsQ4 2025: 1,331 institutionsQ1 2026: 1,332 institutionsQ2 2026: 1,589 institutions
Value heldQ4 2023: $29.0B
Q1 2021: $21.5BQ2 2021: $27.1BQ3 2021: $32.6BQ4 2021: $39.1BQ1 2022: $36.7BQ2 2022: $29.6BQ3 2022: $25.2BQ4 2022: $25.9BQ1 2023: $34.7BQ2 2023: $39.4BQ3 2023: $30.0BQ4 2023: $29.0BQ1 2024: $34.4BQ2 2024: $30.5BQ3 2024: $38.9BQ4 2024: $48.4BQ1 2025: $49.3BQ2 2025: $54.6BQ3 2025: $40.6BQ4 2025: $40.6BQ1 2026: $40.3BQ2 2026: $77.6B
Institutions holding FTNT and their total value by quarter
QuarterHoldersValue
Q2 20261,589$77.6B
Q1 20261,332$40.3B
Q4 20251,331$40.6B
Q3 20251,277$40.6B
Q2 20251,385$54.6B
Q1 20251,357$49.3B
Q4 20241,297$48.4B
Q3 20241,127$38.9B
Q2 20241,074$30.5B
Q1 20241,115$34.4B
Q4 20231,068$29.0B
Q3 20231,074$30.0B
Q2 20231,106$39.4B
Q1 2023999$34.7B
Q4 2022956$25.9B
Q3 2022894$25.2B
Q2 2022938$29.6B
Q1 2022955$36.7B
Q4 2021978$39.1B
Q3 2021871$32.6B
Q2 2021795$27.1B
Q1 2021732$21.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Fortinet, Inc.; share changes are against Q3 2023.

Institutions holding FTNT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$70.00%0New
Cornerstone Planning Group LLC1$590.00%00.0%Unchanged
Motco3$1760.00%00.0%Unchanged
WestEnd Advisors, LLC4$2340.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.5$2450.00%+5New
Laurel Wealth Advisors LLC5$2930.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.5$2930.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC5$2930.00%00.0%Unchanged
Valued Wealth Advisors LLC5$2940.00%+5New
Tfo-TDC, LLC6$3510.00%−19−76.0%Reduced
Evermay Wealth Management LLC6$3520.00%+6New
ClariVest Asset Management LLC7$4160.00%−187,595−100.0%Reduced
Foster Dykema Cabot & Partners, LLC8$4680.00%+8New
Delta Asset Management LLC10$5850.00%+10New
Delos Wealth Advisors, LLC10$5860.00%00.0%Unchanged
True Wealth Design, LLC10$5860.00%00.0%Unchanged
Carolinas Wealth Consulting LLC15$8780.00%−162−91.5%Reduced
Bank of New Hampshire15$8780.00%00.0%Unchanged
New Millennium Group LLC15$8780.00%00.0%Unchanged
Lee Financial Co16$9370.00%−24−60.0%Reduced
Financial Management Professionals, Inc.10$1.00K0.00%00.0%Unchanged
ORG Partners LLC18$1.05K0.00%−137−88.4%Reduced
VisionPoint Advisory Group, LLC20$1.17K0.00%−20−50.0%Reduced
CarsonAllaria Wealth Management, Ltd.20$1.17K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.21$1.23K0.00%00.0%Unchanged
Global Wealth Strategies & Associates22$1.29K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.25$1.46K0.00%−6−19.4%Reduced
West Paces Advisors Inc.28$1.64K0.00%+10+55.6%Added
Tortoise Investment Management, LLC30$1.76K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC30$1.76K0.00%+30New
SJS Investment Consulting Inc.33$1.93K0.00%+2+6.5%Added
WealthCollab, LLC35$2.05K0.00%+35New
Sachetta, LLC38$2.23K0.00%+38New
Fairfield, Bush & Co.40$2.34K0.00%+40New
Dunhill Financial, LLC43$2.50K0.00%+43New
DiNuzzo Private Wealth, Inc.44$2.58K0.00%+44New
MCF Advisors LLC45$2.63K0.00%00.0%Unchanged
Sound Income Strategies, LLC45$2.63K0.00%00.0%Unchanged
JNBA Financial Advisors50$2.93K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC50$3.00K0.00%00.0%Unchanged
Avion Wealth59$3.00K0.00%+1+1.7%Added
City State Bank50$3.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC52$3.04K0.00%00.0%Unchanged
Adirondack Trust Co50$3.46K0.00%+50New
Turtle Creek Wealth Advisors, LLC61$3.57K0.00%+61New
Colonial Trust Advisors64$3.75K0.00%00.0%Unchanged
Clear Street Markets LLC62$4.00K0.00%−26−29.5%Reduced
Raffa Wealth Management, LLC75$4.39K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC75$4.39K0.00%00.0%Unchanged
International Assets Investment Management, LLC266,312$4.55K0.00%+261,677+5,645.7%Added
PFS Partners, LLC81$4.74K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC85$4.97K0.00%00.0%Unchanged
Pineridge Advisors LLC92$5.38K0.00%+92New
Truvestments Capital LLC93$5.44K0.00%00.0%Unchanged
M&R Capital Management Inc100$5.85K0.00%−5,350−98.2%Reduced
Mine & Arao Wealth Creation & Management, LLC.100$5.85K0.00%00.0%Unchanged
Baystate Wealth Management LLC100$5.85K0.00%+25+33.3%Added
Valley National Advisers Inc110$6.00K0.00%−25−18.5%Reduced
Wetzel Investment Advisors, Inc.105$6.00K0.00%+105New
Venturi Wealth Management, LLC109$6.38K0.00%−139−56.0%Reduced
Atlas Capital Advisors LLC115$6.73K0.00%00.0%Unchanged
Tradition Wealth Management, LLC125$7.00K0.00%+125New
DT Investment Partners, LLC105$7.00K0.00%00.0%Unchanged
American Capital Advisory, LLC120$7.02K0.01%+120New
Abound Wealth Management123$7.20K0.00%−22−15.2%Reduced
Bellevue Asset Management, LLC125$7.32K0.01%00.0%Unchanged
TFC Financial Management126$7.38K0.00%+3+2.4%Added
Princeton Global Asset Management LLC130$7.61K0.00%00.0%Unchanged
Archer Investment Corp130$7.61K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC133$7.78K0.00%+61+84.7%Added
Whittier Trust Co155$9.07K0.00%−40−20.5%Reduced
Zions Bancorporation, N.A.159$9.31K0.00%−47−22.8%Reduced
Rise Advisors, LLC160$9.37K0.01%−88−35.5%Reduced
1832 Asset Management L.P.162$9.48K0.00%+125+337.8%Added
Psagot Value Holdings Ltd. / (Israel)172$10.0K0.00%+56+48.3%Added
Baldwin Brothers Inc171$10.0K0.00%+171New
Private Wealth Management Group, LLC180$10.5K0.01%+180New
Fortitude Family Office, LLC182$10.7K0.01%+182New
Castleview Partners, LLC185$10.8K0.01%+5+2.8%Added
Prestige Wealth Management Group LLC193$11.3K0.00%+5+2.7%Added
Jamison Private Wealth Management, Inc.205$12.0K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC217$12.7K0.01%+217New
American State Bank (Iowa)221$12.9K0.01%+221New
C M Bidwell & Associates Ltd225$13.2K0.01%−3,368−93.7%Reduced
CGC Financial Services, LLC225$13.2K0.01%+225New
ZRC Wealth Management, LLC225$13.2K0.01%+225New
Atlantic Trust, LLC245$14.3K0.00%00.0%Unchanged
Versant Capital Management, Inc255$14.9K0.00%−63−19.8%Reduced
Resources Management Corp250$15.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC260$15.2K0.00%−540−67.5%Reduced
Tacita Capital Inc261$15.3K0.01%+261New
GW&K Investment Management, LLC266$16.0K0.00%−76−22.2%Reduced
O'Dell Group, LLC279$16.3K0.00%+279New
Raleigh Capital Management Inc.285$16.7K0.01%−530−65.0%Reduced
Naples Money Management LLC288$16.9K0.02%+288New
Stephens Consulting, LLC295$17.3K0.01%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.301$17.6K0.00%+301New
LGT Financial Advisors LLC305$17.9K0.02%−45−12.9%Reduced
Bogart Wealth, LLC310$18.1K0.00%00.0%Unchanged
BKM Wealth Management, LLC315$18.4K0.01%+315New