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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 1,099 | $323.9K | 0.03% | −2,322−67.9% | Reduced |
| Annex Advisory Services, LLC | 1,101 | $324.7K | 0.01% | +1,101 | New |
| Romano Brothers and Company | 1,103 | $325.3K | 0.05% | +1,103 | New |
| Vectors Research Management, LLC | 1,107 | $326.0K | 0.09% | −40−3.5% | Reduced |
| Radnor Capital Management, LLC | 1,105 | $326.0K | 0.06% | +1,105 | New |
| Trust Point Inc. | 1,108 | $326.7K | 0.03% | +1,108 | New |
| Berger Financial Group, Inc | 1,124 | $331.4K | 0.03% | +8+0.7% | Added |
| FinTrust Capital Advisors, LLC | 1,126 | $332.0K | 0.07% | +102+10.0% | Added |
| First Trust Investment Solutions L.P. | 1,126 | $332.0K | 0.07% | +1,126 | New |
| Capstone Investment Advisors, LLC | 1,128 | $332.6K | 0.01% | −412−26.8% | Reduced |
| Sciencast Management LP | 1,131 | $333.5K | 0.18% | +1,131 | New |
| Stokes Family Office, LLC | 1,135 | $334.7K | 0.05% | −136−10.7% | Reduced |
| Moran Wealth Management, LLC | 1,138 | $335.6K | 0.01% | +1,138 | New |
| Gryphon Financial Partners LLC | 1,138 | $335.6K | 0.06% | +1,138 | New |
| HBW Advisory Services LLC | 1,143 | $337.0K | 0.06% | +29+2.6% | Added |
| Delta Accumulation, LLC | 1,320 | $337.3K | 3.73% | 00.0% | Unchanged |
| Capstone Wealth Management Group, LLC | 1,144 | $337.3K | 0.32% | +1,144 | New |
| American Trust | 1,144 | $337.3K | 0.02% | −324−22.1% | Reduced |
| Emergent Wealth Advisors, LLC | 1,147 | $338.2K | 0.32% | +1,147 | New |
| Checchi Capital Advisers, LLC | 1,148 | $338.5K | 0.03% | +222+24.0% | Added |
| AMG National Trust Bank | 1,151 | $339.4K | 0.01% | +18+1.6% | Added |
| Carmel Capital Partners, LLC | 1,152 | $339.7K | 0.17% | −156−11.9% | Reduced |
| Moody Aldrich Partners LLC | 1,155 | $340.6K | 0.06% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 1,156 | $340.9K | 0.30% | +1,156 | New |
| Rehmann Capital Advisory Group | 1,156 | $341.1K | 0.03% | +132+12.9% | Added |
| Sax Wealth Advisors, LLC | 1,159 | $341.8K | 0.06% | 00.0% | Unchanged |
| Hudock, Inc. | 1,159 | $341.8K | 0.07% | 00.0% | Unchanged |
| Aviso Wealth Management | 1,161 | $342.4K | 0.25% | +1,161 | New |
| Allstate Corp | 1,162 | $342.7K | 0.02% | −43−3.6% | Reduced |
| Symmetry Partners, LLC | 1,163 | $344.0K | 0.02% | +77+7.1% | Added |
| Great Diamond Partners, LLC | 1,168 | $344.4K | 0.08% | −163−12.2% | Reduced |
| Optimum Investment Advisors | 1,175 | $346.5K | 0.17% | −25−2.1% | Reduced |
| Greenwood Gearhart Inc | 1,177 | $347.1K | 0.04% | −23−1.9% | Reduced |
| FFT Wealth Management LLC | 1,183 | $349.0K | 0.03% | +61+5.4% | Added |
| Northwest Investment Counselors, LLC | 1,185 | $349.4K | 0.09% | +14+1.2% | Added |
| Conning Inc. | 1,196 | $352.7K | 0.01% | +1,196 | New |
| Lodestar Private Asset Management LLC | 1,197 | $353.0K | 0.05% | −14−1.2% | Reduced |
| Power Corp of Canada | 1,198 | $353.3K | 0.04% | +1,198 | New |
| Sterling Financial Group, Inc. | 1,199 | $353.6K | 0.21% | +17+1.4% | Added |
| Phoenix Wealth Advisors | 1,224 | $353.6K | 0.25% | −6−0.5% | Reduced |
| Northstar Asset Management LLC | 1,200 | $353.9K | 0.09% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,200 | $353.9K | 0.01% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 1,200 | $354.0K | 0.18% | −77−6.0% | Reduced |
| Page Arthur B | 1,206 | $355.6K | 0.38% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,101 | $356.2K | 0.11% | +264+31.5% | Added |
| Barrett & Company, Inc. | 1,208 | $356.2K | 0.19% | +188+18.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,210 | $356.8K | 0.02% | +10+0.8% | Added |
| Keudell/Morrison Wealth Management | 1,213 | $357.7K | 0.12% | +1,213 | New |
| 180 Wealth Advisors, LLC | 1,245 | $359.7K | 0.07% | −50−3.9% | Reduced |
| GM Advisory Group, Inc. | 1,220 | $359.8K | 0.03% | +1,220 | New |
| GYL Financial Synergies, LLC | 1,223 | $360.6K | 0.03% | −482−28.3% | Reduced |
| Callan Capital, LLC | 1,223 | $360.6K | 0.03% | −203−14.2% | Reduced |
| NFP Retirement, Inc. | 1,223 | $360.6K | 0.06% | +33+2.8% | Added |
| Octavia Wealth Advisors, LLC | 1,235 | $364.2K | 0.06% | +349+39.4% | Added |
| Sather Financial Group Inc | 1,236 | $364.5K | 0.03% | +6+0.5% | Added |
| Sequent Asset Management, LLC | 1,239 | $365.4K | 0.21% | +1,239 | New |
| Ofi Invest Asset Management | 1,370 | $365.7K | 0.01% | +1,258+1,123.2% | Added |
| Flaharty Asset Management, LLC | 1,241 | $365.9K | 0.06% | +65+5.5% | Added |
| Ceera Investments, LLC | 1,250 | $368.6K | 0.17% | 00.0% | Unchanged |
| Alpha Square Group S, LLC | 1,250 | $368.6K | 0.43% | +250+25.0% | Added |
| Richardson Financial Services Inc. | 1,260 | $371.5K | 0.33% | +1,260 | New |
| Strategic Advisors LLC | 1,261 | $371.8K | 0.07% | +242+23.7% | Added |
| Secure Asset Management, LLC | 1,264 | $372.6K | 0.10% | +1,264 | New |
| Angeles Wealth Management, LLC | 1,267 | $373.6K | 0.05% | −27−2.1% | Reduced |
| Daymark Wealth Partners, LLC | 1,267 | $373.6K | 0.02% | +5+0.4% | Added |
| Jackson Square Capital, LLC | 1,269 | $374.2K | 0.12% | +1,269 | New |
| Skopos Labs, Inc. | 1,271 | $374.8K | 0.18% | +1,271 | New |
| One Capital Management, LLC | 1,277 | $376.6K | 0.01% | 00.0% | Unchanged |
| Summit X, LLC | 1,278 | $377.1K | 0.11% | +1,278 | New |
| OneAscent Wealth Management LLC | 1,283 | $378.0K | 0.15% | −476−27.1% | Reduced |
| Sage Mountain Advisors LLC | 1,284 | $378.6K | 0.04% | +348+37.2% | Added |
| Aptus Capital Advisors, LLC | 1,287 | $379.5K | 0.01% | −678−34.5% | Reduced |
| Trueblood Wealth Management, LLC | 1,287 | $379.5K | 0.24% | +1,287 | New |
| Essex Financial Services, Inc. | 1,291 | $380.7K | 0.04% | −58−4.3% | Reduced |
| Empower Advisory Group, LLC | 1,291 | $380.7K | 0.00% | −33−2.5% | Reduced |
| Tilt Investment Management Holdings, PBC | 1,295 | $381.9K | 0.41% | +1,295 | New |
| Cullinan Associates Inc | 1,300 | $383.3K | 0.02% | −100−7.1% | Reduced |
| United Bank | 1,300 | $383.3K | 0.05% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 1,307 | $385.4K | 0.16% | −39−2.9% | Reduced |
| GFG Capital, LLC | 1,311 | $386.7K | 0.10% | +300+29.7% | Added |
| Nemes Rush Group LLC | 1,312 | $386.9K | 0.06% | +134+11.4% | Added |
| Capital Analysts, LLC | 1,319 | $389.0K | 0.02% | +865+190.5% | Added |
| Oxler Private Wealth LLC | 1,320 | $389.2K | 0.32% | −6,300−82.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,325 | $390.7K | 0.37% | +1,325 | New |
| Parkwood LLC | 1,325 | $391.0K | 0.06% | +36+2.8% | Added |
| Saxony Capital Management, LLC | 1,330 | $392.2K | 0.52% | +1,330 | New |
| InterOcean Capital Group, LLC | 1,331 | $392.5K | 0.01% | +300+29.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,334 | $393.4K | 0.04% | −25−1.8% | Reduced |
| Avantax Planning Partners, Inc. | 1,337 | $394.3K | 0.02% | +1,337 | New |
| Goldstein Advisors, LLC | 1,341 | $395.4K | 0.07% | −6−0.4% | Reduced |
| Greenland Capital Management LP | 1,343 | $396.0K | 0.06% | +1,343 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,348 | $397.5K | 0.10% | −300−18.2% | Reduced |
| Gitterman Wealth Management, LLC | 1,350 | $398.1K | 0.18% | +1,350 | New |
| NorthLanding Financial Partners, LLC | 1,350 | $398.1K | 0.47% | 00.0% | Unchanged |
| Intech Investment Management LLC | 1,358 | $400.4K | 0.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,360 | $401.0K | 0.21% | −149−9.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,370 | $404.0K | 0.05% | −245−15.2% | Reduced |
| Planning Directions Inc | 1,378 | $406.3K | 0.29% | 00.0% | Unchanged |
| Alpha Family Trust | 1,385 | $408.4K | 0.28% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,387 | $409.0K | 0.09% | +310+28.8% | Added |