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 |
|---|---|---|---|---|---|
| NTV Asset Management LLC | 7,500 | $512.3K | 0.08% | 00.0% | Unchanged |
| Chicago Capital, LLC | 7,481 | $511.0K | 0.02% | −667−8.2% | Reduced |
| Trust Asset Management LLC | 7,462 | $509.7K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,356 | $502.5K | 0.01% | +1,005+15.8% | Added |
| TruWealth Advisors, LLC | 7,329 | $500.6K | 0.03% | +148+2.1% | Added |
| Balentine LLC | 7,303 | $498.9K | 0.01% | +3,780+107.3% | Added |
| CoreCap Advisors, LLC | 7,267 | $496.4K | 0.03% | −2,374−24.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 7,232 | $494.0K | 0.18% | −415−5.4% | Reduced |
| Sigma Planning Corp | 7,223 | $493.4K | 0.02% | +7,223 | New |
| Univest Financial Corp | 7,201 | $491.9K | 0.14% | +7,201 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 7,123 | $485.9K | 0.09% | −80−1.1% | Reduced |
| Harbor Capital Advisors, Inc. | 7,033 | $480.0K | 0.06% | +15+0.2% | Added |
| Boston Financial Mangement LLC | 6,930 | $473.4K | 0.02% | +6,930 | New |
| Atomi Financial Group, Inc. | 6,919 | $472.6K | 0.04% | +6,919 | New |
| Azimuth Capital Investment Management LLC | 6,910 | $472.0K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,882 | $470.1K | 0.01% | +1,027+17.5% | Added |
| Gerber, LLC | 6,875 | $469.6K | 0.39% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,874 | $469.0K | 0.09% | −141−2.0% | Reduced |
| Park Avenue Securities LLC | 6,841 | $467.0K | 0.01% | −1,153−14.4% | Reduced |
| Snowden Capital Advisors LLC | 6,826 | $466.3K | 0.01% | +254+3.9% | Added |
| Oak Thistle LLC | 6,826 | $466.3K | 0.42% | +6,826 | New |
| Freestone Capital Holdings, LLC | 6,602 | $451.0K | 0.02% | −2,654−28.7% | Reduced |
| Wealthspire Advisors, LLC | 6,547 | $447.2K | 0.01% | −13−0.2% | Reduced |
| Forte Capital LLC | 6,525 | $445.7K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 6,522 | $445.5K | 0.01% | −5,635−46.4% | Reduced |
| JPL Wealth Management, LLC | 6,460 | $441.3K | 0.24% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 6,450 | $440.6K | 0.22% | +6,450 | New |
| Fielder Capital Group LLC | 6,442 | $440.1K | 0.20% | +74+1.2% | Added |
| Boothbay Fund Management, LLC | 6,405 | $437.5K | 0.01% | +6,405 | New |
| Money Concepts Capital Corp | 6,331 | $432.5K | 0.04% | −484−7.1% | Reduced |
| StoneX Group Inc. | 6,330 | $432.4K | 0.04% | +732+13.1% | Added |
| Tiaa Trust, National Association | 6,248 | $426.8K | 0.00% | +6,248 | New |
| Parcion Private Wealth LLC | 6,223 | $425.1K | 0.04% | +266+4.5% | Added |
| Evergreen Capital Management LLC | 6,211 | $424.3K | 0.02% | +184+3.1% | Added |
| GEM Asset Management, LLC | 6,525 | $421.9K | 0.28% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 8,902 | $421.4K | 0.20% | +8,902 | New |
| Trilogy Capital Inc. | 6,071 | $414.7K | 0.02% | +6,071 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,061 | $414.0K | 0.01% | +1,825+43.1% | Added |
| Symphony Financial, Ltd. Co. | 5,985 | $408.8K | 0.10% | −163−2.7% | Reduced |
| Lee Financial Group Hawaii, Inc. | 5,910 | $403.7K | 0.32% | −1,465−19.9% | Reduced |
| Balyasny Asset Management LLC | 5,891 | $402.4K | 0.00% | −42,471−87.8% | Reduced |
| Ramirez Asset Management, Inc. | 5,887 | $402.1K | 0.08% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,885 | $402.0K | 0.06% | −534−8.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,815 | $397.2K | 0.04% | +5,815 | New |
| Delta Investment Management, LLC | 5,809 | $396.8K | 0.09% | 00.0% | Unchanged |
| Umb Bank N A | 5,761 | $393.5K | 0.01% | −407−6.6% | Reduced |
| Mission Wealth Management, LP | 5,753 | $393.0K | 0.01% | +1,329+30.0% | Added |
| Stephens Inc | 5,750 | $392.8K | 0.01% | −136−2.3% | Reduced |
| Proficio Capital Partners LLC | 5,731 | $391.5K | 0.04% | +81+1.4% | Added |
| Allworth Financial LP | 5,722 | $390.9K | 0.00% | +3,099+118.1% | Added |
| Capital Investment Counsel, Inc | 5,672 | $387.5K | 0.07% | 00.0% | Unchanged |
| X-Square Capital, LLC | 5,622 | $384.0K | 0.18% | −7,758−58.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 5,601 | $382.6K | 0.13% | +81+1.5% | Added |
| Independence Bank of Kentucky | 5,595 | $382.2K | 0.11% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 5,589 | $381.8K | 0.03% | +871+18.5% | Added |
| Great Valley Advisor Group, Inc. | 5,556 | $379.2K | 0.01% | +37+0.7% | Added |
| Lake Street Advisors Group, LLC | 5,401 | $368.9K | 0.02% | +211+4.1% | Added |
| Rehmann Capital Advisory Group | 5,386 | $367.9K | 0.03% | −1,061−16.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,380 | $367.5K | 0.00% | −1,920−26.3% | Reduced |
| Gladstone Institutional Advisory LLC | 5,366 | $366.5K | 0.02% | −697−11.5% | Reduced |
| Cynosure Management, LLC | 5,344 | $365.1K | 0.07% | +5,344 | New |
| IHT Wealth Management, LLC | 5,318 | $363.3K | 0.01% | −178−3.2% | Reduced |
| Syon Capital LLC | 5,316 | $363.1K | 0.03% | +216+4.2% | Added |
| Avestar Capital, LLC | 5,306 | $362.5K | 0.04% | −1,389−20.7% | Reduced |
| Pennsylvania Capital Management Inc | 5,265 | $359.7K | 0.15% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 5,212 | $356.0K | 0.06% | +200+4.0% | Added |
| Versor Investments LP | 5,177 | $353.6K | 0.07% | −10,427−66.8% | Reduced |
| Birchcreek Wealth Management, LLC | 5,170 | $353.2K | 0.19% | +5,170 | New |
| TD Capital Management LLC | 5,165 | $352.8K | 0.04% | +1,092+26.8% | Added |
| My Legacy Advisors, LLC | 5,160 | $352.5K | 0.12% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,140 | $351.1K | 0.02% | +5,140 | New |
| FineMark National Bank & Trust | 5,136 | $350.8K | 0.01% | +14+0.3% | Added |
| Evoke Wealth, LLC | 5,121 | $349.8K | 0.01% | +5,121 | New |
| HHM Wealth Advisors, LLC | 5,117 | $349.5K | 0.06% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 5,097 | $348.2K | 0.12% | 00.0% | Unchanged |
| Regions Financial Corp | 5,090 | $347.7K | 0.00% | −26−0.5% | Reduced |
| Acorn Wealth Advisors, LLC | 5,061 | $345.7K | 0.18% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 5,032 | $343.7K | 0.14% | +24+0.5% | Added |
| Garde Capital, Inc. | 5,025 | $343.0K | 0.02% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 5,000 | $341.6K | 0.21% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,991 | $341.0K | 0.03% | +121+2.5% | Added |
| Ronald Blue Trust, Inc. | 4,975 | $339.8K | 0.00% | +467+10.4% | Added |
| Prospera Financial Services Inc | 4,965 | $339.1K | 0.01% | −1,266−20.3% | Reduced |
| Yorktown Management & Research Co Inc | 4,950 | $338.1K | 0.32% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,816 | $329.0K | 0.01% | +4,816 | New |
| Rice Partnership, LLC | 4,808 | $328.4K | 0.08% | −6,509−57.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,745 | $324.1K | 0.14% | +15+0.3% | Added |
| Archford Capital Strategies, LLC | 4,707 | $321.5K | 0.05% | +30+0.6% | Added |
| Masso Torrence Wealth Management Inc. | 4,655 | $318.0K | 0.19% | +357+8.3% | Added |
| Morningstar Investment Services LLC | 4,706 | $317.0K | 0.00% | −3,064−39.4% | Reduced |
| Sandy Spring Bank | 4,625 | $315.9K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 4,603 | $314.4K | 0.03% | +4,603 | New |
| Connecticut Wealth Management, LLC | 4,592 | $313.7K | 0.02% | +141+3.2% | Added |
| Aptus Capital Advisors, LLC | 4,592 | $313.7K | 0.01% | +518+12.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,545 | $310.5K | 0.15% | +105+2.4% | Added |
| Verus Capital Partners, LLC | 4,544 | $310.4K | 0.03% | −459−9.2% | Reduced |
| Waverton Investment Management Ltd | 4,500 | $307.3K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 3,906 | $305.8K | 0.01% | +3,906 | New |
| Financial Advocates Investment Management | 4,454 | $304.3K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,450 | $304.0K | 0.13% | +400+9.9% | Added |