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 |
|---|---|---|---|---|---|
| Northern Oak Wealth Management Inc | 3,653 | $1.08M | 0.13% | −4,280−54.0% | Reduced |
| Harvest Investment Services, LLC | 3,656 | $1.08M | 0.50% | +3,656 | New |
| Crew Capital Management, Ltd. | 3,673 | $1.08M | 1.10% | +3,673 | New |
| Oak Thistle LLC | 3,679 | $1.08M | 0.31% | +2,675+266.4% | Added |
| MWA Asset Management | 3,683 | $1.09M | 0.90% | +428+13.1% | Added |
| 17 Capital Partners, LLC | 3,690 | $1.09M | 1.00% | +3,690 | New |
| Brandywine Managers, LLC | 3,705 | $1.09M | 1.20% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 3,775 | $1.09M | 0.11% | −600−13.7% | Reduced |
| Bayshore Asset Management, LLC | 3,717 | $1.10M | 0.58% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,729 | $1.10M | 0.41% | +38+1.0% | Added |
| Silvercrest Asset Management Group LLC | 3,731 | $1.10M | 0.01% | +567+17.9% | Added |
| Mutual Advisors, LLC | 3,736 | $1.10M | 0.04% | +237+6.8% | Added |
| Alta Wealth Advisors LLC | 3,745 | $1.10M | 0.62% | +79+2.2% | Added |
| Principal Street Partners, LLC | 3,772 | $1.11M | 0.27% | −684−15.4% | Reduced |
| Ambassador Advisors, LLC | 3,234 | $1.11M | 0.25% | −54−1.6% | Reduced |
| Orser Capital Management, LLC | 3,786 | $1.12M | 1.28% | −731−16.2% | Reduced |
| First Citizens Bank & Trust Co | 3,804 | $1.12M | 0.02% | +27+0.7% | Added |
| Hilltop Holdings Inc. | 3,842 | $1.13M | 0.13% | +124+3.3% | Added |
| Concurrent Investment Advisors, LLC | 3,849 | $1.13M | 0.05% | +3,849 | New |
| Balboa Wealth Partners | 3,898 | $1.15M | 0.38% | +2,318+146.7% | Added |
| Stevens Capital Management LP | 3,899 | $1.15M | 0.29% | +417+12.0% | Added |
| Coldstream Capital Management Inc | 3,903 | $1.15M | 0.03% | +1,877+92.6% | Added |
| Gs Investments, Inc. | 3,931 | $1.16M | 0.61% | −50−1.3% | Reduced |
| Moloney Securities Asset Management, LLC | 3,932 | $1.16M | 0.19% | +2,329+145.3% | Added |
| Quotient Wealth Partners, LLC | 3,935 | $1.16M | 0.05% | +3,935 | New |
| Sigma Planning Corp | 3,962 | $1.17M | 0.09% | −4,956−55.6% | Reduced |
| Empirical Finance, LLC | 3,974 | $1.17M | 0.08% | +656+19.8% | Added |
| First Financial Corp | 3,985 | $1.18M | 0.60% | −358−8.2% | Reduced |
| FLC Capital Advisors | 4,005 | $1.18M | 0.32% | +270+7.2% | Added |
| Northwest Bank & Trust Co | 4,025 | $1.19M | 1.07% | +4,025 | New |
| Optiver Holding B.V. | 4,045 | $1.19M | 0.04% | −407−9.1% | Reduced |
| Epoch Investment Partners, Inc. | 4,051 | $1.19M | 0.01% | −3,076−43.2% | Reduced |
| Covenant Partners, LLC | 4,053 | $1.20M | 0.38% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,087 | $1.21M | 0.14% | +265+6.9% | Added |
| PFC Capital Group, Inc. | 4,090 | $1.21M | 0.72% | +4,090 | New |
| Perigon Wealth Management, LLC | 4,108 | $1.21M | 0.04% | +491+13.6% | Added |
| National Philanthropic Trust | 4,115 | $1.21M | 0.03% | +4,115 | New |
| Lifestyle Asset Management, Inc. | 4,116 | $1.21M | 0.67% | +4,116 | New |
| Edge Capital Group, LLC | 4,125 | $1.22M | 0.07% | +20+0.5% | Added |
| Choate Investment Advisors | 4,126 | $1.22M | 0.04% | +1,126+37.5% | Added |
| RiverGlades Family Offices LLC | 3,300 | $1.23M | 0.99% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 4,167 | $1.23M | 0.45% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 4,173 | $1.23M | 0.32% | +2,881+223.0% | Added |
| Essex Savings Bank | 4,178 | $1.23M | 0.36% | +358+9.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,178 | $1.23M | 0.46% | +1,325+46.4% | Added |
| Change Path, LLC | 4,187 | $1.23M | 0.08% | +431+11.5% | Added |
| Midland Wealth Advisors LLC | 4,216 | $1.24M | 0.09% | +4,216 | New |
| Pearl River Capital, LLC | 4,225 | $1.25M | 0.20% | +4,225 | New |
| Capital Insight Partners, LLC | 4,247 | $1.25M | 0.26% | +322+8.2% | Added |
| Belpointe Asset Management LLC | 4,275 | $1.26M | 0.11% | +1,099+34.6% | Added |
| Wealthspire Advisors, LLC | 4,302 | $1.27M | 0.02% | +640+17.5% | Added |
| Harbour Capital Advisors, LLC | 4,432 | $1.27M | 0.35% | +1,572+55.0% | Added |
| Emerald Advisers, LLC | 4,318 | $1.27M | 0.05% | −1,996−31.6% | Reduced |
| Schmidt P J Investment Management Inc | 3,735 | $1.28M | 0.25% | +107+2.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 4,349 | $1.28M | 0.73% | +4,349 | New |
| Waterloo Capital, L.P. | 4,431 | $1.31M | 0.21% | +4,431 | New |
| IFP Advisors, Inc | 4,447 | $1.31M | 0.06% | +1,017+29.7% | Added |
| Merit Financial Group, LLC | 4,457 | $1.31M | 0.04% | +1,730+63.4% | Added |
| Graypoint LLC | 4,463 | $1.32M | 0.11% | +733+19.7% | Added |
| Private Trust Co NA | 4,469 | $1.32M | 0.15% | −322−6.7% | Reduced |
| Handelsinvest Investeringsforvaltning | 4,482 | $1.32M | 0.54% | +4,482 | New |
| Qtron Investments LLC | 4,496 | $1.33M | 0.22% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 4,500 | $1.33M | 0.06% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 4,506 | $1.33M | 0.46% | −200−4.2% | Reduced |
| Montecito Bank & Trust | 4,508 | $1.33M | 0.29% | −245−5.2% | Reduced |
| Sterling Investment Counsel, LLC | 4,511 | $1.33M | 0.68% | +199+4.6% | Added |
| Fred Alger Management, LLC | 4,569 | $1.35M | 0.01% | −66,922−93.6% | Reduced |
| Veriti Management LLC | 4,575 | $1.35M | 0.12% | +1,074+30.7% | Added |
| Summit Financial, LLC | 4,577 | $1.35M | 0.09% | −214−4.5% | Reduced |
| Bangor Savings Bank | 4,655 | $1.37M | 0.15% | −116−2.4% | Reduced |
| Miracle Mile Advisors, LLC | 4,656 | $1.37M | 0.04% | +690+17.4% | Added |
| Meiji Yasuda Life Insurance Co | 4,675 | $1.38M | 0.03% | −2,000−30.0% | Reduced |
| Xcel Wealth Management, LLC | 4,680 | $1.38M | 0.48% | −38−0.8% | Reduced |
| TBH Global Asset Management, LLC | 4,711 | $1.39M | 0.28% | −4,642−49.6% | Reduced |
| Bluesphere Advisors, LLC | 4,712 | $1.39M | 0.86% | +540+12.9% | Added |
| Michael & Susan Dell Foundation | 4,749 | $1.40M | 0.07% | +4,749 | New |
| Private Advisory Group LLC | 4,780 | $1.41M | 0.24% | +3,781+378.5% | Added |
| Game Plan Financial Advisors, LLC | 4,782 | $1.41M | 0.81% | +4,782 | New |
| HWG Holdings LP | 4,801 | $1.42M | 0.65% | +3,942+458.9% | Added |
| Eqis Capital Management, Inc. | 4,802 | $1.42M | 0.12% | −813−14.5% | Reduced |
| NTV Asset Management LLC | 4,850 | $1.43M | 0.24% | +1,775+57.7% | Added |
| Dorsey Wright & Associates | 4,863 | $1.43M | 0.44% | +4,863 | New |
| Mission Creek Capital Partners, Inc. | 4,891 | $1.44M | 0.37% | −56−1.1% | Reduced |
| Charter Trust Co | 4,909 | $1.45M | 0.11% | +4,909 | New |
| Transcend Wealth Collective, LLC | 4,919 | $1.45M | 0.13% | +369+8.1% | Added |
| IAM Advisory, LLC | 4,942 | $1.46M | 0.46% | −197−3.8% | Reduced |
| Wealthstar Advisors, LLC | 4,948 | $1.46M | 0.54% | +4,948 | New |
| Retireful, LLC | 4,977 | $1.47M | 0.64% | +4,977 | New |
| Navalign, LLC | 4,978 | $1.47M | 0.51% | +26+0.5% | Added |
| Stamos Capital Partners, L.P. | 4,980 | $1.47M | 0.40% | −8,800−63.9% | Reduced |
| Abbot Financial Management, Inc. | 4,981 | $1.47M | 0.88% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,983 | $1.47M | 0.06% | −5−0.1% | Reduced |
| Firsthand Capital Management, Inc. | 15,000 | $1.47M | 2.15% | 00.0% | Unchanged |
| Capital Management Associates | 5,000 | $1.47M | 1.88% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $1.47M | 0.28% | +1,000+25.0% | Added |
| Whitener Capital Management, Inc. | 5,005 | $1.48M | 0.53% | −151−2.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 5,010 | $1.48M | 1.37% | +255+5.4% | Added |
| GSG Advisors LLC | 5,160 | $1.48M | 0.56% | +51+1.0% | Added |
| Monetary Management Group Inc | 5,015 | $1.48M | 0.46% | −1,240−19.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 5,045 | $1.49M | 0.05% | +5,045 | New |