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, Q3 2023
Institutional positions in Palo Alto Networks Inc as of Sep 30, 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
- 1,638
- +60 vs. Q2 2023
- Shares held
- 264.3M
- −2.54M (−1.0%) vs. Q2 2023
- Total value
- $62.0B
- −$6.00B (−8.8%) vs. Q2 2023
- New holders
- 170
- 694 more added
- Sold out
- 110
- 553 more reduced
16 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Palo Alto Networks Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Trust Co | 6,082 | $1.43M | 0.19% | −104−1.7% | Reduced |
| Principle Wealth Partners LLC | 6,104 | $1.43M | 0.14% | +2,282+59.7% | Added |
| Aft, Forsyth & Company, Inc. | 6,109 | $1.43M | 1.05% | +390+6.8% | Added |
| Columbia Trust Co 01012016 | 6,114 | $1.43M | 0.83% | −47−0.8% | Reduced |
| Comerica Securities,inc. | 6,118 | $1.43M | 0.12% | −1,244−16.9% | Reduced |
| Moors & Cabot, Inc. | 6,128 | $1.44M | 0.10% | −1,050−14.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 6,158 | $1.44M | 0.40% | +31+0.5% | Added |
| Robbins Farley LLC | 6,189 | $1.45M | 1.03% | +242+4.1% | Added |
| Hunting Hill Global Capital, LLC | 6,204 | $1.45M | 0.68% | 00.0% | Unchanged |
| HM Payson & Co | 6,216 | $1.46M | 0.03% | +1,050+20.3% | Added |
| Brown, Lisle/Cummings, Inc. | 6,249 | $1.47M | 0.66% | −200−3.1% | Reduced |
| Monetary Management Group Inc | 6,255 | $1.47M | 0.49% | +1,475+30.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,272 | $1.47M | 0.10% | +1,450+30.1% | Added |
| Hodges Capital Management Inc. | 6,277 | $1.47M | 0.18% | −4,977−44.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,313 | $1.48M | 0.06% | −233−3.6% | Reduced |
| Emerald Advisers, LLC | 6,314 | $1.48M | 0.07% | −1,015−13.8% | Reduced |
| Pacific Sage Partners, LLC | 6,330 | $1.48M | 0.45% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 6,342 | $1.49M | 0.07% | +1,375+27.7% | Added |
| PFG Investments, LLC | 6,342 | $1.49M | 0.28% | −1,020−13.9% | Reduced |
| Executive Wealth Management, LLC | 6,344 | $1.49M | 0.15% | +6,344 | New |
| EFG Asset Management (Americas) Corp. | 6,440 | $1.51M | 0.36% | −3,476−35.1% | Reduced |
| Symphony Financial, Ltd. Co. | 6,387 | $1.51M | 0.37% | +774+13.8% | Added |
| IHT Wealth Management, LLC | 6,478 | $1.52M | 0.08% | +243+3.9% | Added |
| Stratos Wealth Partners, LTD. | 6,555 | $1.54M | 0.03% | +2,343+55.6% | Added |
| EPG Wealth Management LLC | 6,579 | $1.54M | 0.47% | +5,286+408.8% | Added |
| Global Trust Asset Management, LLC | 6,581 | $1.54M | 0.74% | +17+0.3% | Added |
| Darwin Advisors, LLC | 6,585 | $1.54M | 0.42% | +140+2.2% | Added |
| Independence Bank of Kentucky | 6,595 | $1.55M | 0.65% | −20−0.3% | Reduced |
| Apollon Wealth Management, LLC | 6,621 | $1.55M | 0.08% | +841+14.6% | Added |
| LMCG Investments, LLC | 6,633 | $1.56M | 0.10% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,660 | $1.56M | 0.84% | +560+9.2% | Added |
| Meiji Yasuda Life Insurance Co | 6,675 | $1.56M | 0.04% | +1,438+27.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,753 | $1.58M | 0.44% | +362+5.7% | Added |
| Westwood Holdings Group Inc. | 6,775 | $1.59M | 0.01% | +680+11.2% | Added |
| Garner Asset Management Corp | 6,806 | $1.60M | 0.96% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 6,840 | $1.60M | 1.56% | +247+3.7% | Added |
| Newman Dignan & Sheerar, Inc. | 6,832 | $1.60M | 0.53% | −184−2.6% | Reduced |
| SeaCrest Wealth Management, LLC | 6,861 | $1.61M | 0.21% | −910−11.7% | Reduced |
| Harbor Capital Advisors, Inc. | 6,861 | $1.61M | 0.35% | −497−6.8% | Reduced |
| NBT Bank N A | 6,863 | $1.61M | 0.15% | −1,260−15.5% | Reduced |
| LGT Fund Management Co Ltd. | 6,800 | $1.61M | 0.78% | −1,100−13.9% | Reduced |
| United Bank | 6,873 | $1.61M | 0.96% | +43+0.6% | Added |
| Alberta Investment Management Corp | 6,900 | $1.62M | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,918 | $1.62M | 0.08% | +1,797+35.1% | Added |
| International Assets Investment Management, LLC | 7,051 | $1.64M | 0.22% | +546+8.4% | Added |
| Bender Robert & Associates | 6,982 | $1.64M | 0.48% | +740+11.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,994 | $1.64M | 0.32% | +220+3.2% | Added |
| Lincoln National Corp | 6,995 | $1.64M | 0.03% | +3,069+78.2% | Added |
| St. Clair Advisors, LLC | 6,995 | $1.64M | 0.65% | +145+2.1% | Added |
| Brick & Kyle, Associates | 6,997 | $1.64M | 0.87% | +6,997 | New |
| Hunter Associates Investment Management LLC | 7,047 | $1.65M | 0.33% | +627+9.8% | Added |
| We Are One Seven, LLC | 7,030 | $1.65M | 0.13% | +58+0.8% | Added |
| Bank Hapoalim BM | 7,038 | $1.65M | 0.27% | −1,357−16.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 7,070 | $1.66M | 0.95% | −835−10.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,086 | $1.66M | 0.11% | +583+9.0% | Added |
| Neville Rodie & Shaw Inc | 7,100 | $1.67M | 0.15% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 7,107 | $1.67M | 0.10% | +4,511+173.8% | Added |
| Epoch Investment Partners, Inc. | 7,127 | $1.67M | 0.01% | −4,782−40.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 7,146 | $1.68M | 0.73% | +370+5.5% | Added |
| Resources Management Corp | 7,149 | $1.68M | 0.27% | +360+5.3% | Added |
| Regions Financial Corp | 7,154 | $1.68M | 0.02% | −739−9.4% | Reduced |
| EP Wealth Advisors, LLC | 7,190 | $1.69M | 0.03% | −12,364−63.2% | Reduced |
| Laidlaw Wealth Management LLC | 7,199 | $1.69M | 0.56% | +516+7.7% | Added |
| Exchange Traded Concepts, LLC | 7,230 | $1.70M | 0.05% | +2,779+62.4% | Added |
| Highview Capital Management LLC | 7,235 | $1.70M | 0.97% | −226−3.0% | Reduced |
| Zimmermann Investment Management & Planning LLC | 7,259 | $1.70M | 0.82% | +122+1.7% | Added |
| Horizon Investments, LLC | 7,283 | $1.71M | 0.05% | +4,209+136.9% | Added |
| Baldwin Investment Management, LLC | 7,294 | $1.71M | 0.29% | −273−3.6% | Reduced |
| First Hawaiian Bank | 7,334 | $1.72M | 0.06% | +186+2.6% | Added |
| Kingswood Wealth Advisors, LLC | 7,349 | $1.72M | 0.30% | +812+12.4% | Added |
| Insight Holdings Group, LLC | 7,400 | $1.73M | 0.05% | +1,300+21.3% | Added |
| Rossmore Private Capital | 7,409 | $1.74M | 0.26% | −155−2.0% | Reduced |
| F/M Investments LLC | 7,435 | $1.74M | 1.30% | −1,985−21.1% | Reduced |
| Diversified Trust Co | 7,484 | $1.75M | 0.07% | −1,115−13.0% | Reduced |
| American Money Management, LLC | 7,488 | $1.76M | 0.45% | +27+0.4% | Added |
| Tealwood Asset Management Inc | 7,504 | $1.76M | 0.90% | −15−0.2% | Reduced |
| Absolute Capital Management, LLC | 7,503 | $1.76M | 1.69% | +10.0% | Added |
| Trust Investment Advisors | 7,522 | $1.76M | 1.52% | −994−11.7% | Reduced |
| HB Wealth Management, LLC | 7,540 | $1.77M | 0.03% | +1,242+19.7% | Added |
| KLK Capital Management LLC | 7,553 | $1.77M | 2.37% | −274−3.5% | Reduced |
| Citizens & Northern Corp | 7,585 | $1.78M | 0.71% | −11−0.1% | Reduced |
| Fidelis Capital Partners, LLC | 7,586 | $1.78M | 0.61% | −192−2.5% | Reduced |
| Jasper Ridge Partners, L.P. | 7,593 | $1.78M | 0.08% | 00.0% | Unchanged |
| Keystone Investors Pte Ltd | 7,611 | $1.78M | 0.21% | +7,611 | New |
| Oxler Private Wealth LLC | 7,620 | $1.79M | 0.90% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 7,670 | $1.80M | 1.82% | +434+6.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 7,730 | $1.82M | 0.11% | 00.0% | Unchanged |
| Avestar Capital, LLC | 7,766 | $1.82M | 0.28% | +532+7.4% | Added |
| Ossiam | 7,776 | $1.82M | 0.03% | −4,826−38.3% | Reduced |
| JT Stratford LLC | 7,785 | $1.83M | 0.47% | −7,809−50.1% | Reduced |
| Acorn Financial Advisory Services Inc | 7,872 | $1.85M | 0.33% | −440−5.3% | Reduced |
| Headinvest, LLC | 7,839 | $1.86M | 0.40% | −21−0.3% | Reduced |
| Northern Oak Wealth Management Inc | 7,933 | $1.86M | 0.23% | −1,223−13.4% | Reduced |
| Avantax Advisory Services, Inc. | 7,958 | $1.87M | 0.02% | +271+3.5% | Added |
| Certified Advisory Corp | 7,968 | $1.87M | 0.34% | −898−10.1% | Reduced |
| Institute for Wealth Management, LLC. | 8,035 | $1.88M | 0.34% | −25−0.3% | Reduced |
| Pitcairn Co | 8,085 | $1.90M | 0.16% | +5,990+285.9% | Added |
| Formula Growth Ltd | 8,093 | $1.90M | 0.65% | −3,200−28.3% | Reduced |
| KRS Capital Management, LLC | 8,100 | $1.90M | 2.02% | +325+4.2% | Added |
| Bard Financial Services, Inc. | 8,145 | $1.91M | 0.24% | +75+0.9% | Added |