Palo Alto Networks Inc
PANW- Exchange
- Nasdaq
- Industry
- Computer Peripheral Equipment, NEC
- SEC CIK
- 0001327567
In the last 90 days, Palo Alto Networks Inc insiders filed 0 open-market purchases and 8 sales; 2,922 institutions reported holding it in 13F filings for Q2 2026, worth $227.1B in total; superinvestors Duquesne Family Office and Maverick Capital hold it.
13F holders, Q1 2023
Institutional positions in Palo Alto Networks Inc as of Mar 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
- 1,472
- +125 vs. Q4 2022
- Shares held
- 284.3M
- +32.5M (+12.9%) vs. Q4 2022
- Total value
- $51.2B
- +$16.2B (+46.4%) vs. Q4 2022
- New holders
- 228
- 594 more added
- Sold out
- 103
- 467 more reduced
31 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PANW 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 | 2,922 | $227.1B |
| Q1 2026 | 2,482 | $103.3B |
| Q4 2025 | 2,536 | $106.6B |
| Q3 2025 | 2,434 | $112.2B |
| Q2 2025 | 2,377 | $107.3B |
| Q1 2025 | 2,261 | $87.7B |
| Q4 2024 | 2,296 | $92.9B |
| Q3 2024 | 2,070 | $85.2B |
| Q2 2024 | 2,012 | $84.1B |
| Q1 2024 | 1,902 | $70.1B |
| Q4 2023 | 1,840 | $76.5B |
| Q3 2023 | 1,638 | $62.0B |
| Q2 2023 | 1,594 | $68.5B |
| Q1 2023 | 1,472 | $51.2B |
| Q4 2022 | 1,378 | $35.1B |
| Q3 2022 | 1,356 | $41.6B |
| Q2 2022 | 1,330 | $42.9B |
| Q1 2022 | 1,317 | $53.6B |
| Q4 2021 | 1,226 | $46.6B |
| Q3 2021 | 1,093 | $41.0B |
| Q2 2021 | 987 | $30.3B |
| Q1 2021 | 968 | $26.2B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Palo Alto Networks Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 147 | $29.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 147 | $29.4K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 150 | $30.0K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 150 | $30.0K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 150 | $30.0K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 150 | $30.0K | 0.03% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 150 | $30.0K | 0.01% | +150 | New |
| West Oak Capital, LLC | 150 | $30.0K | 0.02% | +150 | New |
| TSFG, LLC | 150 | $30.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 154 | $30.8K | 0.01% | −86−35.8% | Reduced |
| Orion Capital Management LLC | 154 | $30.8K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 156 | $31.2K | 0.00% | +72+85.7% | Added |
| Toth Financial Advisory Corp | 166 | $33.2K | 0.01% | +34+25.8% | Added |
| Raleigh Capital Management Inc. | 170 | $34.0K | 0.02% | +108+174.2% | Added |
| Sunbelt Securities, Inc. | 178 | $34.5K | 0.01% | +178 | New |
| Column Capital Advisors, LLC | 174 | $34.8K | 0.01% | −9−4.9% | Reduced |
| Catalyst Capital Advisors LLC | 175 | $35.0K | 0.00% | −61−25.8% | Reduced |
| Quent Capital, LLC | 176 | $35.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 180 | $36.0K | 0.02% | −96−34.8% | Reduced |
| Spirit of America Management Corp | 200 | $39.9K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 200 | $39.9K | 0.02% | +17+9.3% | Added |
| Farther Finance Advisors, LLC | 207 | $41.3K | 0.01% | +162+360.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 221 | $44.0K | 0.03% | +26+13.3% | Added |
| Caldwell Sutter Capital, Inc. | 223 | $44.5K | 0.03% | +223 | New |
| Atwood & Palmer Inc | 225 | $44.9K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 225 | $45.0K | 0.01% | +20+9.8% | Added |
| Larson Financial Group LLC | 228 | $45.5K | 0.00% | −63−21.6% | Reduced |
| Institutional & Family Asset Management, LLC | 237 | $47.3K | 0.01% | −46−16.3% | Reduced |
| JDM Financial Group LLC | 243 | $48.5K | 0.04% | +15+6.6% | Added |
| Bank of New Hampshire | 249 | $49.7K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 249 | $49.7K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 255 | $50.9K | 0.01% | +4+1.6% | Added |
| Clean Yield Group | 261 | $52.1K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 264 | $52.7K | 0.00% | −49−15.7% | Reduced |
| Capula Management Ltd | 286 | $57.1K | 0.00% | +286 | New |
| Loomis Sayles & Co L P | 298 | $59.0K | 0.00% | −2,583−89.7% | Reduced |
| Ancora Advisors, LLC | 300 | $59.9K | 0.00% | +165+122.2% | Added |
| Castleview Partners, LLC | 306 | $61.1K | 0.05% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 315 | $62.0K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 314 | $62.7K | 0.03% | +14+4.7% | Added |
| AdvisorNet Financial, Inc | 316 | $63.1K | 0.01% | +164+107.9% | Added |
| Silicon Valley Capital Partners | 326 | $65.1K | 0.01% | −1,362−80.7% | Reduced |
| Grove Bank & Trust | 344 | $68.7K | 0.01% | −657−65.6% | Reduced |
| Financial Perspectives, Inc | 366 | $73.1K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 383 | $76.5K | 0.05% | −284−42.6% | Reduced |
| Asset Dedication, LLC | 399 | $79.0K | 0.01% | −5−1.2% | Reduced |
| BDO Wealth Advisors, LLC | 407 | $81.3K | 0.01% | +113+38.4% | Added |
| Worth Asset Management, LLC | 435 | $86.9K | 0.07% | +39+9.8% | Added |
| Salem Investment Counselors Inc | 438 | $87.5K | 0.00% | −185−29.7% | Reduced |
| Hanson & Doremus Investment Management | 447 | $89.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 447 | $89.3K | 0.01% | +26+6.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 448 | $89.5K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 455 | $90.9K | 0.05% | −2,079−82.0% | Reduced |
| Parkside Financial Bank & Trust | 486 | $97.1K | 0.03% | +32+7.0% | Added |
| Jones Financial Companies LLLP | 492 | $98.3K | 0.00% | −51−9.4% | Reduced |
| Hollencrest Capital Management | 503 | $100.5K | 0.01% | +20+4.1% | Added |
| Glassman Wealth Services | 533 | $106.5K | 0.02% | +28+5.5% | Added |
| Hartford Financial Management Inc. | 560 | $111.9K | 0.03% | +20+3.7% | Added |
| Covestor Ltd | 562 | $112.0K | 0.10% | +236+72.4% | Added |
| Centiva Capital, LP | 573 | $114.5K | 0.01% | −15,581−96.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 593 | $118.4K | 0.05% | +456+332.8% | Added |
| PrairieView Partners, LLC | 600 | $119.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 600 | $119.8K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 600 | $119.8K | 0.02% | +600 | New |
| Richelieu Gestion PLC | 600 | $120.0K | 0.11% | −11,206−94.9% | Reduced |
| KB Financial Partners, LLC | 603 | $120.0K | 0.04% | −75−11.1% | Reduced |
| ZRC Wealth Management, LLC | 618 | $123.4K | 0.11% | +618 | New |
| Westside Investment Management, Inc. | 624 | $124.6K | 0.04% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 690 | $133.6K | 0.09% | +690 | New |
| Garde Capital, Inc. | 669 | $134.0K | 0.01% | −49−6.8% | Reduced |
| Johnson Financial Group, Inc. | 675 | $134.8K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 675 | $134.8K | 0.04% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 27,200,593 | $136.2K | 0.70% | +27,200,593 | New |
| Truvestments Capital LLC | 682 | $136.2K | 0.07% | +643+1,648.7% | Added |
| Blume Capital Management, Inc. | 700 | $139.8K | 0.04% | −125−15.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 705 | $141.0K | 0.12% | +228+47.8% | Added |
| TD Private Client Wealth LLC | 729 | $145.6K | 0.01% | +665+1,039.1% | Added |
| Sutton Wealth Advisors Inc. | 743 | $148.4K | 0.08% | −1,030−58.1% | Reduced |
| Tradewinds Capital Management, LLC | 750 | $149.8K | 0.05% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 750 | $150.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 760 | $151.8K | 0.03% | +400+111.1% | Added |
| SOA Wealth Advisors, LLC. | 765 | $152.8K | 0.04% | +87+12.8% | Added |
| Lindbrook Capital, LLC | 768 | $153.4K | 0.02% | −22−2.8% | Reduced |
| TCTC Holdings, LLC | 774 | $154.6K | 0.01% | +36+4.9% | Added |
| Avalon Trust Co | 795 | $158.8K | 0.02% | +795 | New |
| Alta Advisers Ltd | 900 | $179.8K | 0.11% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 900 | $179.8K | 0.12% | +400+80.0% | Added |
| Lipe & Dalton | 925 | $185.0K | 0.11% | +925 | New |
| Natixis Investment Managers International | 950 | $189.8K | 0.01% | −703−42.5% | Reduced |
| Hall Laurie J Trustee | 960 | $192.0K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 968 | $193.3K | 0.15% | +78+8.8% | Added |
| Citizens National Bank Trust Department | 1,005 | $200.7K | 0.06% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,015 | $202.7K | 0.13% | +1,015 | New |
| Wealth Management Partners, LLC | 1,028 | $205.3K | 0.14% | +1,028 | New |
| Catalyst Private Wealth, LLC | 1,032 | $206.1K | 0.14% | +1,032 | New |
| John G Ullman & Associates Inc | 1,037 | $207.0K | 0.03% | +1,037 | New |
| Burns J W & Co Inc | 1,045 | $209.0K | 0.04% | +1,045 | New |
| Kolinsky Wealth Management, LLC | 1,046 | $209.0K | 0.22% | +1,046 | New |
| Sargent Investment Group, LLC | 1,065 | $209.1K | 0.06% | +1,065 | New |
| Aua Capital Management, LLC | 1,050 | $209.7K | 0.14% | 00.0% | Unchanged |