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 |
|---|---|---|---|---|---|
| Circle Wealth Management, LLC | 2,658 | $783.8K | 0.02% | −487−15.5% | Reduced |
| Harbor Investment Advisory, LLC | 2,660 | $784.5K | 0.09% | −1,658−38.4% | Reduced |
| Windle Wealth, LLC | 2,669 | $787.0K | 0.55% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,686 | $792.0K | 0.24% | +187+7.5% | Added |
| Sara-Bay Financial | 2,692 | $793.8K | 0.39% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,699 | $796.0K | 0.06% | −919−25.4% | Reduced |
| Main Street Financial Solutions, LLC | 2,710 | $799.1K | 0.10% | −423−13.5% | Reduced |
| Global Retirement Partners, LLC | 2,418 | $802.9K | 0.03% | +124+5.4% | Added |
| Morningstar Investment Services LLC | 2,720 | $804.0K | 0.00% | +1,485+120.2% | Added |
| Per Stirling Capital Management, LLC. | 2,743 | $809.0K | 0.15% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 2,750 | $810.9K | 0.38% | −465−14.5% | Reduced |
| Smithfield Trust Co | 2,762 | $814.0K | 0.05% | +61+2.3% | Added |
| Virtu Financial LLC | 2,761 | $814.0K | 0.06% | +2,761 | New |
| Arthur M. Cohen & Associates, LLC | 2,767 | $815.9K | 0.19% | +480+21.0% | Added |
| Money Concepts Capital Corp | 2,768 | $816.2K | 0.08% | +466+20.2% | Added |
| King Luther Capital Management Corp | 2,822 | $832.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,477 | $838.5K | 0.23% | +2,477 | New |
| Dynamic Technology Lab Private Ltd | 2,848 | $840.0K | 0.09% | +2,848 | New |
| Global X Japan Co., Ltd. | 2,855 | $841.9K | 0.48% | +2,855 | New |
| Sierra Capital LLC | 2,869 | $846.0K | 0.12% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,874 | $847.5K | 0.36% | +24+0.8% | Added |
| Menard Financial Group LLC | 2,875 | $847.8K | 1.05% | +150+5.5% | Added |
| Wealthcare Advisory Partners LLC | 2,882 | $849.8K | 0.03% | +178+6.6% | Added |
| Lebenthal Global Advisors, LLC | 2,890 | $852.2K | 0.20% | +2,890 | New |
| Parcion Private Wealth LLC | 2,899 | $854.9K | 0.08% | +144+5.2% | Added |
| Diametric Capital, LP | 2,906 | $856.9K | 0.52% | +2,906 | New |
| Wedmont Private Capital | 2,962 | $857.5K | 0.07% | +788+36.2% | Added |
| LifePlan Financial, LLC | 2,918 | $860.4K | 0.86% | +2,918 | New |
| Prelude Capital Management, LLC | 2,918 | $860.5K | 0.07% | +705+31.9% | Added |
| Newbridge Financial Services Group, Inc. | 2,920 | $861.0K | 0.42% | +158+5.7% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 2,921 | $861.3K | 0.38% | +2,921 | New |
| Marex Group plc | 2,930 | $864.0K | 0.03% | +2,930 | New |
| CRA Financial Services, LLC | 2,952 | $870.4K | 0.21% | −104−3.4% | Reduced |
| Tradition Wealth Management, LLC | 2,967 | $875.0K | 0.09% | +6+0.2% | Added |
| PFG Advisors | 2,970 | $875.8K | 0.07% | −17−0.6% | Reduced |
| Canandaigua National Bank & Trust Co | 2,975 | $877.3K | 0.14% | +585+24.5% | Added |
| Mission Wealth Management, LP | 2,977 | $878.0K | 0.03% | +176+6.3% | Added |
| Steward Partners Investment Solutions, LLC | 2,997 | $883.8K | 0.37% | +2,997 | New |
| Atomi Financial Group, Inc. | 3,021 | $890.8K | 0.12% | +840+38.5% | Added |
| K.J. Harrison & Partners Inc | 3,024 | $891.7K | 0.15% | +3,024 | New |
| KG&L Capital Management,LLC | 3,034 | $894.7K | 0.37% | −1,332−30.5% | Reduced |
| Exencial Wealth Advisors, LLC | 3,040 | $896.4K | 0.04% | −106−3.4% | Reduced |
| Glenview Trust Co | 3,050 | $899.4K | 0.02% | −181−5.6% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,060 | $902.3K | 0.10% | +339+12.5% | Added |
| Western Wealth Management, LLC | 3,082 | $908.8K | 0.07% | +545+21.5% | Added |
| Fukoku Mutual Life Insurance Co | 3,089 | $910.9K | 0.08% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,093 | $912.0K | 0.02% | +276+9.8% | Added |
| NorthRock Partners, LLC | 3,099 | $912.4K | 0.04% | +2,019+186.9% | Added |
| Dynamic Advisor Solutions LLC | 3,225 | $912.4K | 0.03% | +82+2.6% | Added |
| Chapin Davis, Inc. | 3,095 | $912.7K | 0.38% | +3,095 | New |
| Sound View Wealth Advisors Group, LLC | 3,132 | $923.6K | 0.10% | −828−20.9% | Reduced |
| NorthStar Asset Management LLC | 3,144 | $927.1K | 0.85% | +3,144 | New |
| Oak Harvest Investment Services | 3,162 | $932.4K | 0.19% | −5−0.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,185 | $939.2K | 0.11% | +1,305+69.4% | Added |
| Insight Advisors, LLC | 3,189 | $940.4K | 0.20% | +821+34.7% | Added |
| Fulton Bank, N.A. | 3,201 | $943.9K | 0.04% | −166−4.9% | Reduced |
| Hartline Investment Corp | 3,207 | $945.7K | 0.15% | 00.0% | Unchanged |
| Everpar Advisors LLC | 3,228 | $951.9K | 0.44% | +3,228 | New |
| Cigna Investments Inc | 3,239 | $955.0K | 0.20% | +14+0.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,232 | $955.5K | 0.03% | −16,328−83.5% | Reduced |
| XR Securities LLC | 3,256 | $960.1K | 0.30% | +631+24.0% | Added |
| Fairfield Financial Advisors, LTD | 3,266 | $963.1K | 0.37% | +335+11.4% | Added |
| Aristotle Atlantic Partners, LLC | 3,300 | $973.1K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,304 | $974.3K | 0.22% | −120−3.5% | Reduced |
| Mechanics Bank Trust Department | 3,310 | $976.1K | 0.15% | −351−9.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 3,312 | $976.6K | 0.03% | −1,570−32.2% | Reduced |
| Smith Group Asset Management, LLC | 3,338 | $984.3K | 0.06% | +3,338 | New |
| Verus Capital Partners, LLC | 3,341 | $985.2K | 0.12% | +1,610+93.0% | Added |
| Premier Path Wealth Partners, LLC | 3,348 | $985.4K | 0.22% | +3,348 | New |
| Perennial Investment Advisors, LLC | 3,349 | $987.6K | 0.16% | +110+3.4% | Added |
| Montag A & Associates Inc | 3,353 | $988.8K | 0.06% | −56−1.6% | Reduced |
| Green Alpha Advisors, LLC | 3,356 | $989.6K | 0.71% | −778−18.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,361 | $991.1K | 0.11% | −3,988−54.3% | Reduced |
| Capital Planning Advisors, LLC | 3,374 | $994.9K | 0.19% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,378 | $996.0K | 0.04% | +750+28.5% | Added |
| Dohj, LLC | 3,380 | $996.7K | 0.29% | +3,380 | New |
| Paradigm Financial Partners, LLC | 3,390 | $999.6K | 0.24% | +15+0.4% | Added |
| Saturna Capital CORP | 3,405 | $1.00M | 0.02% | +435+14.6% | Added |
| Robocap Asset Management Ltd | 3,410 | $1.01M | 0.77% | −369−9.8% | Reduced |
| Avidian Wealth Solutions, LLC | 3,434 | $1.01M | 0.06% | +250+7.9% | Added |
| Integral Investment Advisors, Inc. | 3,438 | $1.01M | 0.65% | −145−4.0% | Reduced |
| Fayez Sarofim & Co | 2,703 | $1.02M | 0.00% | +423+18.6% | Added |
| Principal Securities, Inc. | 3,458 | $1.02M | 0.04% | +3,458 | New |
| Arete Wealth Advisors, LLC | 3,461 | $1.02M | 0.08% | +974+39.2% | Added |
| Capital Investment Advisors, LLC | 3,469 | $1.02M | 0.03% | +1,834+112.2% | Added |
| Founders Financial Securities LLC | 3,476 | $1.03M | 0.11% | +191+5.8% | Added |
| Arrow Financial Corp | 3,479 | $1.03M | 0.11% | +1,824+110.2% | Added |
| AustralianSuper Pty Ltd | 3,484 | $1.03M | 0.01% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 3,499 | $1.03M | 0.13% | +10+0.3% | Added |
| Lindbrook Capital, LLC | 3,504 | $1.03M | 0.10% | +290+9.0% | Added |
| Woodward Diversified Capital, LLC | 3,513 | $1.04M | 0.65% | −17−0.5% | Reduced |
| Apriem Advisors | 3,530 | $1.04M | 0.14% | +585+19.9% | Added |
| First County Bank | 3,537 | $1.04M | 0.51% | +35+1.0% | Added |
| Trust Asset Management LLC | 3,537 | $1.04M | 0.10% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 3,543 | $1.04M | 0.43% | +3,543 | New |
| Gilliland Jeter Wealth Management LLC | 3,549 | $1.05M | 0.43% | +3,549 | New |
| Brown Brothers Harriman & Co | 3,577 | $1.05M | 0.01% | +1,203+50.7% | Added |
| Yarbrough Capital, LLC | 3,581 | $1.06M | 0.06% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 3,594 | $1.06M | 0.95% | −965−21.2% | Reduced |
| Citizens Financial Group Inc | 3,627 | $1.07M | 0.04% | +1,049+40.7% | Added |