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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Fortinet, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Avengers, Inc. | 1,600 | $93.6K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 1,392 | $81.5K | 0.01% | −848−37.9% | Reduced |
| DAGCO, Inc. | 1,390 | $81.4K | 0.07% | +1,390 | New |
| Dynamic Wealth Strategies, LLC | 1,390 | $81.4K | 0.07% | +1,390 | New |
| Toth Financial Advisory Corp | 1,325 | $77.6K | 0.01% | −710−34.9% | Reduced |
| Armstrong Advisory Group, Inc | 1,309 | $76.6K | 0.01% | −100−7.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,284 | $75.0K | 0.02% | −47−3.5% | Reduced |
| Clearstead Advisors, LLC | 1,268 | $74.2K | 0.00% | +26+2.1% | Added |
| Harbour Investments, Inc. | 1,196 | $70.0K | 0.00% | +26+2.2% | Added |
| Provenance Wealth Advisors, LLC | 1,175 | $68.8K | 0.01% | −2,085−64.0% | Reduced |
| Glassman Wealth Services | 1,130 | $66.1K | 0.01% | +60+5.6% | Added |
| Caldwell Trust Co | 1,125 | $65.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,117 | $65.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 1,115 | $65.3K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,106 | $64.7K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,095 | $64.1K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,087 | $63.6K | 0.01% | +233+27.3% | Added |
| First Pacific Financial | 1,067 | $62.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,065 | $62.3K | 0.01% | +38+3.7% | Added |
| Parkside Financial Bank & Trust | 1,059 | $62.0K | 0.01% | +256+31.9% | Added |
| Core Alternative Capital | 1,051 | $61.5K | 0.01% | +820+355.0% | Added |
| Arlington Trust Co LLC | 1,041 | $60.9K | 0.02% | +1,027+7,335.7% | Added |
| Evergreen Private Wealth LLC | 1,033 | $60.5K | 0.03% | +1,033 | New |
| Natixis Investment Managers International | 1,002 | $58.6K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,000 | $58.5K | 0.01% | +1,000 | New |
| Arlington Partners LLC | 939 | $55.0K | 0.02% | +925+6,607.1% | Added |
| North Star Investment Management Corp. | 935 | $54.7K | 0.00% | +900+2,571.4% | Added |
| Lindbrook Capital, LLC | 893 | $52.3K | 0.01% | −625−41.2% | Reduced |
| Hartford Financial Management Inc. | 888 | $52.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 877 | $51.3K | 0.01% | −35−3.8% | Reduced |
| Beacon Capital Management, LLC | 840 | $49.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 805 | $47.1K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 805 | $47.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 804 | $47.1K | 0.00% | +4+0.5% | Added |
| Frazier Financial Advisors, LLC | 803 | $47.0K | 0.04% | +803 | New |
| CVA Family Office, LLC | 790 | $46.2K | 0.01% | +790 | New |
| Financial Freedom, LLC | 760 | $44.5K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 738 | $43.2K | 0.00% | +157+27.0% | Added |
| Rakuten Securities, Inc. | 729 | $42.7K | 0.03% | +729 | New |
| JFS Wealth Advisors, LLC | 724 | $42.4K | 0.00% | +37+5.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 656 | $38.4K | 0.02% | +27+4.3% | Added |
| Ancora Advisors, LLC | 634 | $37.1K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 625 | $36.6K | 0.01% | +10+1.6% | Added |
| American National Bank | 598 | $35.0K | 0.01% | +488+443.6% | Added |
| AlphaCentric Advisors LLC | 583 | $34.1K | 0.02% | −58−9.0% | Reduced |
| Caitlin John, LLC | 570 | $33.4K | 0.03% | +570 | New |
| Creekmur Asset Management LLC | 555 | $32.5K | 0.01% | +555 | New |
| Capital Advisors, Ltd. LLC | 505 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 501 | $29.3K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 500 | $29.3K | 0.00% | +500 | New |
| Benjamin F. Edwards & Company, Inc. | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 491 | $28.7K | 0.02% | +491 | New |
| Farmers & Merchants Investments Inc | 460 | $26.9K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 789 | $26.6K | 0.01% | +569+258.6% | Added |
| JJJ Advisors Inc. | 440 | $25.8K | 0.01% | −254−36.6% | Reduced |
| Key Financial Inc | 435 | $25.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 433 | $25.3K | 0.00% | +45+11.6% | Added |
| Rothschild Investment LLC | 433 | $25.3K | 0.00% | +433 | New |
| Vima LLC | 432 | $25.3K | 0.06% | +432 | New |
| Hollencrest Capital Management | 400 | $23.4K | 0.00% | +400 | New |
| Evolution Advisers, Inc. | 390 | $23.0K | 0.01% | +390 | New |
| Smartleaf Asset Management LLC | 373 | $22.2K | 0.01% | +373 | New |
| Resurgent Financial Advisors LLC | 375 | $21.9K | 0.01% | −8−2.1% | Reduced |
| Colonial Trust Co | 357 | $20.9K | 0.00% | +357 | New |
| Bell Investment Advisors, Inc | 325 | $19.0K | 0.00% | +17+5.5% | Added |
| Cambridge Trust Co | 325 | $19.0K | 0.00% | +75+30.0% | Added |
| BFSG, LLC | 325 | $19.0K | 0.00% | +325 | New |
| BKM Wealth Management, LLC | 315 | $18.4K | 0.01% | +315 | New |
| Bogart Wealth, LLC | 310 | $18.1K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 305 | $17.9K | 0.02% | −45−12.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 301 | $17.6K | 0.00% | +301 | New |
| Stephens Consulting, LLC | 295 | $17.3K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 288 | $16.9K | 0.02% | +288 | New |
| Raleigh Capital Management Inc. | 285 | $16.7K | 0.01% | −530−65.0% | Reduced |
| O'Dell Group, LLC | 279 | $16.3K | 0.00% | +279 | New |
| GW&K Investment Management, LLC | 266 | $16.0K | 0.00% | −76−22.2% | Reduced |
| Tacita Capital Inc | 261 | $15.3K | 0.01% | +261 | New |
| FinTrust Capital Advisors, LLC | 260 | $15.2K | 0.00% | −540−67.5% | Reduced |
| Resources Management Corp | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 255 | $14.9K | 0.00% | −63−19.8% | Reduced |
| Atlantic Trust, LLC | 245 | $14.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 225 | $13.2K | 0.01% | +225 | New |
| C M Bidwell & Associates Ltd | 225 | $13.2K | 0.01% | −3,368−93.7% | Reduced |
| CGC Financial Services, LLC | 225 | $13.2K | 0.01% | +225 | New |
| American State Bank (Iowa) | 221 | $12.9K | 0.01% | +221 | New |
| Abich Financial Wealth Management LLC | 217 | $12.7K | 0.01% | +217 | New |
| Jamison Private Wealth Management, Inc. | 205 | $12.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 193 | $11.3K | 0.00% | +5+2.7% | Added |
| Castleview Partners, LLC | 185 | $10.8K | 0.01% | +5+2.8% | Added |
| Fortitude Family Office, LLC | 182 | $10.7K | 0.01% | +182 | New |
| Private Wealth Management Group, LLC | 180 | $10.5K | 0.01% | +180 | New |
| Baldwin Brothers Inc | 171 | $10.0K | 0.00% | +171 | New |
| Psagot Value Holdings Ltd. / (Israel) | 172 | $10.0K | 0.00% | +56+48.3% | Added |
| 1832 Asset Management L.P. | 162 | $9.48K | 0.00% | +125+337.8% | Added |
| Rise Advisors, LLC | 160 | $9.37K | 0.01% | −88−35.5% | Reduced |
| Zions Bancorporation, N.A. | 159 | $9.31K | 0.00% | −47−22.8% | Reduced |
| Whittier Trust Co | 155 | $9.07K | 0.00% | −40−20.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 133 | $7.78K | 0.00% | +61+84.7% | Added |
| Princeton Global Asset Management LLC | 130 | $7.61K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $7.61K | 0.00% | 00.0% | Unchanged |