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, Q1 2024
Institutional positions in Fortinet, Inc. as of Mar 31, 2024. 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
- 1,115
- +62 vs. Q4 2023
- Shares held
- 504.1M
- +9.61M (+1.9%) vs. Q4 2023
- Total value
- $34.4B
- +$5.46B (+18.9%) vs. Q4 2023
- New holders
- 166
- 401 more added
- Sold out
- 104
- 401 more reduced
15 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Fortinet, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PDS Planning, Inc | 2,928 | $200.0K | 0.02% | +2,928 | New |
| Creative Financial Designs Inc | 2,930 | $200.1K | 0.02% | +2,125+264.0% | Added |
| Vantage Consulting Group Inc | 2,959 | $202.1K | 0.13% | −1,030−25.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,963 | $202.4K | 0.01% | +2,963 | New |
| Ibex Wealth Advisors | 4,182 | $204.0K | 0.06% | +4,182 | New |
| Coastal Investment Advisors, Inc. | 2,995 | $204.6K | 0.04% | −425−12.4% | Reduced |
| Axxcess Wealth Management, LLC | 3,000 | $204.9K | 0.01% | −800−21.1% | Reduced |
| Gabelli Funds LLC | 3,000 | $204.9K | 0.00% | +3,000 | New |
| Eastern Bank | 3,000 | $204.9K | 0.01% | +3,000 | New |
| Aviance Capital Partners, LLC | 3,000 | $204.9K | 0.03% | +3,000 | New |
| Legacy Trust | 3,042 | $207.8K | 0.05% | −2,807−48.0% | Reduced |
| Graypoint LLC | 3,042 | $207.8K | 0.02% | +3,042 | New |
| Ipswich Investment Management Co., Inc. | 3,050 | $208.3K | 0.05% | +3,050 | New |
| Crestwood Advisors Group LLC | 3,068 | $209.6K | 0.00% | +3,068 | New |
| World Equity Group, Inc. | 3,068 | $209.6K | 0.04% | +3,068 | New |
| Delap Wealth Advisory, LLC | 3,076 | $210.1K | 0.08% | +3,076 | New |
| Abn Amro Investment Solutions | 3,080 | $210.4K | 0.00% | −2,458−44.4% | Reduced |
| Truvestments Capital LLC | 3,087 | $210.9K | 0.08% | +2,994+3,219.4% | Added |
| BancorpSouth Bank | 3,088 | $210.9K | 0.02% | +3,088 | New |
| Virtue Capital Management, LLC | 3,171 | $211.9K | 0.04% | +3,171 | New |
| Paloma Partners Management Co | 3,128 | $213.7K | 0.03% | +3,128 | New |
| Pallas Capital Advisors LLC | 3,135 | $214.2K | 0.01% | +3,135 | New |
| Plato Investment Management Ltd | 3,138 | $214.4K | 0.02% | +817+35.2% | Added |
| Grey Street Capital, LLC | 3,149 | $215.1K | 0.03% | +3,149 | New |
| Tobam | 3,169 | $216.0K | 0.02% | 00.0% | Unchanged |
| One Capital Management, LLC | 3,170 | $216.5K | 0.01% | +3,170 | New |
| Altus Wealth Group LLC | 3,173 | $216.7K | 0.11% | +3,173 | New |
| Farther Finance Advisors, LLC | 3,196 | $216.8K | 0.01% | +641+25.1% | Added |
| Flputnam Investment Management Co | 3,174 | $216.8K | 0.00% | +3,174 | New |
| Advisors Capital Management, LLC | 3,172 | $217.0K | 0.00% | +3,172 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,177 | $217.0K | 0.01% | +3,177 | New |
| Geller Advisors LLC | 3,188 | $217.8K | 0.02% | −3,378−51.4% | Reduced |
| Columbus Macro, LLC | 3,200 | $218.6K | 0.08% | −125−3.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 3,205 | $218.9K | 0.02% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 3,210 | $219.3K | 0.05% | +3,210 | New |
| Olistico Wealth, LLC | 3,216 | $219.7K | 0.16% | +3,216 | New |
| Journey Strategic Wealth LLC | 3,222 | $220.1K | 0.01% | +3,222 | New |
| Ifrah Financial Services, Inc. | 3,235 | $220.9K | 0.06% | +3,235 | New |
| Sheets Smith Wealth Management | 3,237 | $221.1K | 0.02% | +3,237 | New |
| Lifestyle Asset Management, Inc. | 3,244 | $221.6K | 0.13% | −435−11.8% | Reduced |
| Mendel Money Management | 3,252 | $222.1K | 0.10% | +3,252 | New |
| Insigneo Advisory Services, LLC | 3,254 | $222.3K | 0.03% | +3,254 | New |
| Resources Investment Advisors, LLC. | 3,269 | $223.3K | 0.00% | −1,596−32.8% | Reduced |
| Valmark Advisers, Inc. | 3,292 | $224.9K | 0.00% | +3,292 | New |
| Mather Group, LLC. | 3,845 | $225.0K | 0.00% | −605−13.6% | Reduced |
| Oder Investment Management, LLC | 3,300 | $225.4K | 0.21% | +3,300 | New |
| Meritas Wealth Management, LLC | 3,303 | $225.6K | 0.16% | +3,303 | New |
| Lodestone Wealth Management LLC | 3,310 | $226.1K | 0.12% | +3,310 | New |
| Scientech Research LLC | 3,312 | $226.2K | 0.12% | +3,312 | New |
| Patton Fund Management, Inc. | 3,324 | $227.1K | 0.04% | +3,324 | New |
| Elevatus Welath Management | 3,333 | $227.7K | 0.09% | +3,333 | New |
| Roberts Glore & Co Inc | 3,360 | $229.5K | 0.07% | +3,360 | New |
| Whalen Wealth Management Inc. | 3,370 | $230.2K | 0.17% | −374−10.0% | Reduced |
| Austin Private Wealth, LLC | 3,249 | $231.7K | 0.03% | +6+0.2% | Added |
| Sentry Investment Management LLC | 3,399 | $232.0K | 0.09% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 3,398 | $232.1K | 0.21% | +3,398 | New |
| Cassaday & Co Wealth Management LLC | 3,401 | $232.3K | 0.01% | −2,424−41.6% | Reduced |
| GeoWealth Management, LLC | 3,412 | $233.1K | 0.01% | +3,412 | New |
| Bullock Wealth Management Group | 3,451 | $234.1K | 0.16% | +3,451 | New |
| Investment Partners Asset Management, Inc. | 3,435 | $234.6K | 0.21% | +3,435 | New |
| Eqis Capital Management, Inc. | 3,447 | $235.4K | 0.02% | −236−6.4% | Reduced |
| Stock Yards Bank & Trust Co | 3,450 | $235.7K | 0.01% | −180−5.0% | Reduced |
| Mount Lucas Management LP | 3,456 | $236.1K | 0.08% | −308−8.2% | Reduced |
| Highview Capital Management LLC | 3,463 | $236.6K | 0.11% | −800−18.8% | Reduced |
| Pinnacle Associates Ltd | 3,464 | $236.6K | 0.00% | +23+0.7% | Added |
| CFM Wealth Partners LLC | 3,475 | $237.4K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,480 | $237.7K | 0.00% | −3,645−51.2% | Reduced |
| Ameritas Advisory Services, LLC | 3,592 | $238.0K | 0.01% | +3,592 | New |
| Waddell & Associates, LLC | 3,500 | $239.1K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,569 | $242.1K | 0.10% | −32−0.9% | Reduced |
| Occudo Quantitative Strategies LP | 3,563 | $243.4K | 0.04% | +3,563 | New |
| Checchi Capital Advisers, LLC | 3,582 | $244.7K | 0.02% | −29−0.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,584 | $244.8K | 0.04% | +8+0.2% | Added |
| Loomis Sayles & Co L P | 3,587 | $245.0K | 0.00% | −1,734−32.6% | Reduced |
| Ritholtz Wealth Management | 3,600 | $245.9K | 0.01% | −500−12.2% | Reduced |
| Tandem Wealth Advisors LLC | 3,624 | $247.6K | 0.14% | −85−2.3% | Reduced |
| Balboa Wealth Partners | 3,634 | $248.2K | 0.08% | +3,634 | New |
| Colonial River Wealth Management, LLC | 3,644 | $248.9K | 0.14% | −2−0.1% | Reduced |
| Philadelphia Trust Co | 3,650 | $249.0K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,657 | $249.8K | 0.01% | +3,657 | New |
| Clarius Group, LLC | 3,694 | $252.3K | 0.02% | −571−13.4% | Reduced |
| Leeward Financial Partners, LLC | 3,751 | $256.2K | 0.11% | −198−5.0% | Reduced |
| ICA Group Wealth Management, LLC | 3,776 | $257.9K | 0.05% | −250−6.2% | Reduced |
| River Street Advisors LLC | 3,805 | $259.9K | 0.18% | 00.0% | Unchanged |
| Conning Inc. | 3,818 | $260.8K | 0.01% | −230−5.7% | Reduced |
| Washington Trust Co | 3,825 | $261.3K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,827 | $261.4K | 0.01% | −315−7.6% | Reduced |
| Intrua Financial, LLC | 3,833 | $261.8K | 0.04% | +3,833 | New |
| Fukoku Mutual Life Insurance Co | 3,846 | $262.7K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,847 | $262.8K | 0.04% | −2,303−37.4% | Reduced |
| Capital Investment Advisors, LLC | 3,851 | $263.1K | 0.01% | +3,851 | New |
| Ci Investments Inc. | 3,905 | $267.0K | 0.00% | −8,731−69.1% | Reduced |
| DF Dent & Co Inc | 3,953 | $270.0K | 0.00% | −4−0.1% | Reduced |
| Massachusetts Financial Services Co | 3,998 | $273.1K | 0.00% | −1,916−32.4% | Reduced |
| Heritage Wealth Advisors | 4,057 | $277.1K | 0.01% | +307+8.2% | Added |
| Alpine Global Management, LLC | 4,078 | $278.6K | 0.05% | +659+19.3% | Added |
| We Are One Seven, LLC | 4,082 | $278.8K | 0.01% | −15−0.4% | Reduced |
| Focus Financial Network, Inc. | 4,425 | $283.3K | 0.01% | +4,425 | New |
| Stevard, LLC | 4,150 | $283.5K | 0.26% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 4,159 | $284.1K | 0.06% | +4,159 | New |