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, Q4 2023
Institutional positions in Palo Alto Networks 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
- 1,840
- +233 vs. Q3 2023
- Shares held
- 259.3M
- −4.42M (−1.7%) vs. Q3 2023
- Total value
- $76.5B
- +$14.7B (+23.8%) vs. Q3 2023
- New holders
- 329
- 716 more added
- Sold out
- 96
- 586 more reduced
31 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 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, Q4 2023
Shares, value and share of portfolio for each institution holding Palo Alto Networks Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 822 | $242.4K | 0.05% | +822 | New |
| Onefund, LLC | 822 | $242.4K | 0.31% | +822 | New |
| Holistic Financial Partners | 833 | $245.6K | 0.15% | +833 | New |
| CNH Partners LLC | 835 | $246.2K | 0.01% | +835 | New |
| Aureus Asset Management, LLC | 836 | $246.5K | 0.02% | −100−10.7% | Reduced |
| Michael B. Yongue | 840 | $247.7K | 0.22% | −128−13.2% | Reduced |
| Keystone Financial Group | 842 | $248.3K | 0.04% | −42−4.8% | Reduced |
| Concentrum Wealth Management | 843 | $248.6K | 0.13% | +843 | New |
| Wilkinson Global Asset Management LLC | 846 | $249.5K | 0.02% | +846 | New |
| Ellsworth Advisors, LLC | 848 | $250.1K | 0.08% | 00.0% | Unchanged |
| SFMG, LLC | 850 | $250.6K | 0.02% | −27−3.1% | Reduced |
| Roberts Glore & Co Inc | 850 | $250.6K | 0.08% | +850 | New |
| Richard W. Paul & Associates, LLC | 850 | $250.6K | 0.11% | +850 | New |
| Finivi Inc. | 853 | $251.5K | 0.25% | +853 | New |
| Smith, Moore & Co. | 854 | $251.8K | 0.03% | +854 | New |
| Marcum Wealth, LLC | 855 | $252.1K | 0.03% | +855 | New |
| Maven Securities LTD | 858 | $253.0K | 0.03% | +858 | New |
| Almanack Investment Partners, LLC. | 861 | $253.9K | 0.05% | −5−0.6% | Reduced |
| Opal Wealth Advisors, LLC | 865 | $255.1K | 0.10% | +7+0.8% | Added |
| Wealth Architects, LLC | 867 | $255.7K | 0.04% | +867 | New |
| Montz Harcus Wealth Management LLC | 870 | $256.5K | 0.20% | +6+0.7% | Added |
| Fiduciary Family Office, LLC | 871 | $256.8K | 0.11% | +871 | New |
| Bartlett & Co. Wealth Management LLC | 869 | $256.9K | 0.00% | +429+97.5% | Added |
| Bartlett & Co. LLC | 869 | $257.0K | 0.00% | +429+97.5% | Added |
| Kathmere Capital Management, LLC | 872 | $257.1K | 0.03% | +872 | New |
| Visionary Wealth Advisors | 874 | $257.7K | 0.02% | +874 | New |
| Proficio Capital Partners LLC | 880 | $259.5K | 0.03% | +880 | New |
| Atticus Wealth Management, LLC | 880 | $259.5K | 0.09% | +330+60.0% | Added |
| Sunbelt Securities, Inc. | 881 | $259.8K | 0.03% | +357+68.1% | Added |
| Hall Laurie J Trustee | 880 | $260.0K | 0.10% | −80−8.3% | Reduced |
| Parkside Financial Bank & Trust | 884 | $260.7K | 0.05% | +365+70.3% | Added |
| Waters Parkerson & Co., LLC | 900 | $265.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 900 | $265.4K | 0.07% | −105−10.4% | Reduced |
| Thompson Davis & Co., Inc. | 900 | $265.4K | 0.23% | 00.0% | Unchanged |
| Alta Advisers Ltd | 900 | $265.4K | 0.14% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 900 | $265.4K | 0.12% | +693+334.8% | Added |
| Voisard Asset Management Group, Inc. | 904 | $266.6K | 0.16% | +904 | New |
| Means Investment Co., Inc. | 912 | $268.9K | 0.04% | −30−3.2% | Reduced |
| 9258 Wealth Management, LLC | 915 | $269.8K | 0.05% | +11+1.2% | Added |
| Tactive Advisors, LLC | 924 | $272.5K | 0.18% | +924 | New |
| Plancorp, LLC | 926 | $273.1K | 0.01% | +59+6.8% | Added |
| Zullo Investment Group, Inc. | 928 | $273.6K | 0.14% | −25−2.6% | Reduced |
| Norden Group LLC | 929 | $273.9K | 0.05% | +929 | New |
| Clarus Wealth Advisors | 816 | $274.0K | 0.16% | +816 | New |
| Fortis Capital Advisors, LLC | 932 | $274.8K | 0.15% | +932 | New |
| Emerald Mutual Fund Advisers Trust | 935 | $275.7K | 0.01% | +132+16.4% | Added |
| ORG Partners LLC | 936 | $276.0K | 0.05% | −21−2.2% | Reduced |
| Sepio Capital, LP | 944 | $278.4K | 0.02% | +34+3.7% | Added |
| Grandview Asset Management LLC | 945 | $279.0K | 0.15% | −200−17.5% | Reduced |
| ProVise Management Group, LLC | 948 | $279.5K | 0.02% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 948 | $279.5K | 0.06% | +948 | New |
| Mizuho Securities Co. Ltd. | 950 | $280.1K | 1.00% | +590+163.9% | Added |
| Veracity Capital LLC | 951 | $280.4K | 0.11% | +12+1.3% | Added |
| Loomis Sayles & Co L P | 954 | $281.0K | 0.00% | +12+1.3% | Added |
| Capital Advisors Wealth Management, LLC | 954 | $281.3K | 0.06% | +1+0.1% | Added |
| Israel Discount Bank of New York | 955 | $281.6K | 0.22% | −1,036−52.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 956 | $281.9K | 0.00% | +956 | New |
| Fortune Financial Advisors, LLC | 956 | $281.9K | 0.20% | +956 | New |
| Keel Point, LLC | 958 | $282.5K | 0.03% | +104+12.2% | Added |
| First National Bank | 958 | $282.5K | 0.22% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 965 | $284.6K | 0.10% | +965 | New |
| Conservest Capital Advisors, Inc. | 968 | $285.4K | 0.03% | −67−6.5% | Reduced |
| Bouchey Financial Group Ltd | 970 | $286.0K | 0.03% | +80+9.0% | Added |
| Bank of Stockton | 857 | $289.4K | 0.10% | +857 | New |
| Round Rock Advisors, LLC | 982 | $289.6K | 0.07% | −1−0.1% | Reduced |
| L2 Asset Management, LLC | 985 | $290.5K | 0.12% | +925+1,541.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 987 | $291.0K | 0.18% | +16+1.6% | Added |
| RBF Capital, LLC | 1,000 | $294.9K | 0.02% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 1,000 | $294.9K | 0.15% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,000 | $294.9K | 0.24% | +1,000 | New |
| O'Neil Global Advisors, Inc. | 1,000 | $295.0K | 0.17% | −10,805−91.5% | Reduced |
| Lipe & Dalton | 1,000 | $295.0K | 0.16% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,002 | $295.2K | 0.22% | −87−8.0% | Reduced |
| Catalyst Private Wealth, LLC | 1,001 | $295.2K | 0.14% | +7+0.7% | Added |
| Reuter James Wealth Management, LLC | 1,006 | $296.6K | 0.20% | −90−8.2% | Reduced |
| Cornerstone Advisory, LLC | 1,007 | $296.9K | 0.05% | +1,007 | New |
| Western Pacific Wealth Management, LP | 1,008 | $297.2K | 0.22% | +23+2.3% | Added |
| Fort Washington Investment Advisors Inc | 1,022 | $301.4K | 0.00% | +1,022 | New |
| Private Wealth Partners, LLC | 1,023 | $301.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,025 | $302.3K | 0.04% | +1,025 | New |
| Clarity Capital Partners LLC | 1,026 | $302.5K | 0.21% | +1,026 | New |
| Wealth Management Partners, LLC | 1,028 | $303.1K | 0.17% | 00.0% | Unchanged |
| Canopy Partners, LLC | 1,030 | $303.7K | 0.19% | +1,030 | New |
| Verum Partners LLC | 1,032 | $304.3K | 0.12% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,035 | $305.2K | 0.10% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 1,038 | $306.1K | 0.20% | +1,038 | New |
| McNamara Financial Services, Inc. | 1,041 | $307.0K | 0.07% | −59−5.4% | Reduced |
| Carolinas Wealth Consulting LLC | 1,046 | $308.5K | 0.07% | +100+10.6% | Added |
| RIA Advisory Group LLC | 18,060 | $310.1K | 0.15% | +18,060 | New |
| Maia Wealth LLC | 1,055 | $311.1K | 0.13% | +1,055 | New |
| Aspiriant, LLC | 1,059 | $312.3K | 0.01% | +3+0.3% | Added |
| Howard Financial Services, Ltd. | 1,061 | $312.9K | 0.06% | +35+3.4% | Added |
| Facet Wealth, Inc. | 927 | $316.5K | 0.01% | +927 | New |
| Essex LLC | 1,077 | $317.6K | 0.08% | +1,077 | New |
| John G Ullman & Associates Inc | 1,078 | $317.9K | 0.05% | +41+4.0% | Added |
| Founders Financial Alliance, LLC | 1,079 | $318.2K | 0.12% | +59+5.8% | Added |
| Cascade Investment Group, Inc. | 1,079 | $318.2K | 0.26% | +185+20.7% | Added |
| Nwam LLC | 1,094 | $322.6K | 0.03% | −202−15.6% | Reduced |
| Titleist Asset Management, LLC | 1,096 | $323.2K | 0.06% | +37+3.5% | Added |
| Invictus Private Wealth, LLC | 1,097 | $323.5K | 0.03% | −15−1.3% | Reduced |