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 9 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 |
|---|---|---|---|---|---|
| Granite Bay Wealth Management, LLC | 33,420 | $10.1M | 0.09% | +31,446+1,593.0% | Added |
| Moody Lynn & Lieberson, LLC | 34,155 | $10.1M | 0.77% | +1,127+3.4% | Added |
| HCR Wealth Advisors | 34,025 | $10.0M | 1.58% | +222+0.7% | Added |
| Atria Investments LLC | 33,850 | $9.98M | 0.15% | +1,358+4.2% | Added |
| State of Alaska, Department of Revenue | 33,565 | $9.90M | 0.12% | −2,780−7.6% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 33,500 | $9.88M | 1.41% | +33,500 | New |
| Avalon Trust Co | 33,485 | $9.87M | 0.90% | +32,690+4,111.9% | Added |
| Cresset Asset Management, LLC | 32,824 | $9.68M | 0.06% | −615−1.8% | Reduced |
| Appleton Partners Inc | 32,461 | $9.57M | 0.77% | −1,488−4.4% | Reduced |
| Adviser Investments LLC | 32,411 | $9.56M | 0.14% | −378−1.2% | Reduced |
| ClariVest Asset Management LLC | 32,385 | $9.55M | 0.53% | −5,505−14.5% | Reduced |
| Pathstone Holdings, LLC | 32,162 | $9.49M | 0.05% | +32,162 | New |
| Pinnacle Financial Partners Inc | 32,131 | $9.47M | 0.22% | +554+1.8% | Added |
| Bogart Wealth, LLC | 32,035 | $9.45M | 0.53% | −4,900−13.3% | Reduced |
| Vident Advisory, LLC | 31,830 | $9.39M | 0.24% | +15,192+91.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 31,815 | $9.38M | 0.20% | +5,020+18.7% | Added |
| D.A. Davidson & Co. | 31,627 | $9.33M | 0.09% | +2,544+8.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 31,538 | $9.30M | 0.04% | +2,025+6.9% | Added |
| Tenere Capital LLC | 31,523 | $9.30M | 3.04% | +31,523 | New |
| Spire Wealth Management | 27,500 | $9.29M | 0.32% | +1,559+6.0% | Added |
| Group One Trading, L.P. | 31,413 | $9.26M | 0.29% | +15,932+102.9% | Added |
| First American Bank | 31,384 | $9.25M | 0.77% | −2,063−6.2% | Reduced |
| Chartwell Investment Partners, LLC | 31,365 | $9.25M | 0.32% | +2,164+7.4% | Added |
| Desjardins Global Asset Management Inc. | 31,141 | $9.18M | 0.99% | −3,499−10.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 31,020 | $9.15M | 0.16% | −5,659−15.4% | Reduced |
| De Burlo Group Inc | 38,988 | $9.14M | 1.59% | 00.0% | Unchanged |
| Churchill Management Corp | 30,873 | $9.10M | 0.14% | +6,209+25.2% | Added |
| Trust Co of Toledo NA | 30,861 | $9.10M | 1.57% | +373+1.2% | Added |
| NBW Capital LLC | 30,745 | $9.07M | 1.98% | −525−1.7% | Reduced |
| Profund Advisors LLC | 30,502 | $8.99M | 0.39% | +6,029+24.6% | Added |
| Wills Financial Group, Inc. | 30,349 | $8.95M | 4.52% | −297−1.0% | Reduced |
| Bray Capital Advisors | 30,257 | $8.92M | 2.47% | −207−0.7% | Reduced |
| Ion Asset Management Ltd. | 30,000 | $8.85M | 0.74% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 30,000 | $8.85M | 0.12% | −5,000−14.3% | Reduced |
| Sit Investment Associates Inc | 29,899 | $8.82M | 0.22% | −1,420−4.5% | Reduced |
| Kovack Advisors, Inc. | 29,830 | $8.80M | 1.04% | +2,342+8.5% | Added |
| Scotia Capital Inc. | 29,538 | $8.71M | 0.06% | +8,500+40.4% | Added |
| Wellington Shields Capital Management, LLC | 29,345 | $8.65M | 1.08% | +900+3.2% | Added |
| GPS Wealth Strategies Group, LLC | 29,194 | $8.61M | 1.57% | +2,991+11.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,040 | $8.56M | 0.11% | +1,420+5.1% | Added |
| Advisory Services Network, LLC | 28,805 | $8.49M | 0.21% | +4,557+18.8% | Added |
| S&CO Inc | 28,707 | $8.46M | 0.65% | 00.0% | Unchanged |
| Burr Financial Services, LLC | 26,128 | $8.46M | 6.47% | +26,128 | New |
| DFPG Investments, LLC | 29,488 | $8.45M | 0.66% | +8,153+38.2% | Added |
| Gotham Asset Management, LLC | 28,372 | $8.37M | 0.16% | −15,502−35.3% | Reduced |
| Elk River Wealth Management, LLC | 28,029 | $8.27M | 1.59% | +133+0.5% | Added |
| Snowden Capital Advisors LLC | 27,828 | $8.21M | 0.31% | +2,255+8.8% | Added |
| Quintet Private Bank (Europe) S.A. | 27,754 | $8.18M | 0.51% | −2,151−7.2% | Reduced |
| CFM Wealth Partners LLC | 27,358 | $8.07M | 1.82% | −130−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 27,251 | $8.04M | 0.23% | −1,394−4.9% | Reduced |
| Boston Family Office LLC | 27,188 | $8.02M | 0.60% | −1,282−4.5% | Reduced |
| NZS Capital, LLC | 27,100 | $7.99M | 0.42% | +27,100 | New |
| Boston Financial Mangement LLC | 27,098 | $7.99M | 0.27% | +804+3.1% | Added |
| Elo Mutual Pension Insurance Co | 26,943 | $7.95M | 0.21% | +1,344+5.3% | Added |
| Atria Wealth Solutions, Inc. | 26,958 | $7.95M | 0.10% | +427+1.6% | Added |
| Crestwood Advisors Group LLC | 26,916 | $7.94M | 0.18% | −194−0.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 26,723 | $7.88M | 1.53% | +3,483+15.0% | Added |
| Searle & Co. | 26,667 | $7.86M | 2.15% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 26,615 | $7.85M | 2.29% | +26,615 | New |
| Sycomore Asset Management | 26,366 | $7.84M | 1.68% | −12,006−31.3% | Reduced |
| McKinley Capital Management LLC /Delaware | 26,574 | $7.84M | 1.01% | −325−1.2% | Reduced |
| Jump Financial, LLC | 26,464 | $7.80M | 0.25% | +11,654+78.7% | Added |
| Financial Counselors Inc | 26,298 | $7.75M | 0.14% | −1,935−6.9% | Reduced |
| Carroll Investors, Inc | 26,202 | $7.73M | 6.41% | +779+3.1% | Added |
| Goelzer Investment Management, Inc. | 26,157 | $7.71M | 0.50% | −633−2.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 26,085 | $7.69M | 0.21% | −15,315−37.0% | Reduced |
| Covenant Asset Management, LLC | 25,585 | $7.54M | 2.10% | +242+1.0% | Added |
| Worldquant Millennium Advisors LLC | 25,476 | $7.51M | 0.11% | −37,606−59.6% | Reduced |
| Parallel Advisors, LLC | 25,417 | $7.49M | 0.22% | +381+1.5% | Added |
| Erste Asset Management GmbH | 25,324 | $7.49M | 0.11% | −2,729−9.7% | Reduced |
| Strategic Global Advisors, LLC | 25,257 | $7.45M | 1.71% | −17,075−40.3% | Reduced |
| Varma Mutual Pension Insurance Co | 25,230 | $7.44M | 0.08% | −143,374−85.0% | Reduced |
| Private Advisor Group, LLC | 25,073 | $7.39M | 0.06% | +1,974+8.5% | Added |
| Riposte Capital LLC | 25,000 | $7.37M | 3.62% | −55,000−68.8% | Reduced |
| Trifecta Capital Advisors, LLC | 24,969 | $7.36M | 2.04% | +523+2.1% | Added |
| Illinois Municipal Retirement Fund | 24,960 | $7.36M | 0.12% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 24,869 | $7.33M | 0.23% | +199+0.8% | Added |
| Ascent Wealth Partners, LLC | 24,822 | $7.32M | 1.20% | +551+2.3% | Added |
| Capital Markets Trading UK LLP | 24,740 | $7.29M | 5.38% | +12,740+106.2% | Added |
| JustInvest LLC | 24,726 | $7.29M | 0.19% | +2,225+9.9% | Added |
| Seven Eight Capital, LP | 24,589 | $7.25M | 0.84% | +15,730+177.6% | Added |
| PGGM Investments | 24,499 | $7.22M | 0.11% | −2,653−9.8% | Reduced |
| Portland Global Advisors LLC | 24,400 | $7.20M | 1.08% | +199+0.8% | Added |
| Citizens Business Bank | 24,376 | $7.19M | 1.58% | −1,764−6.7% | Reduced |
| Bradley Foster & Sargent Inc | 24,262 | $7.15M | 0.14% | +166+0.7% | Added |
| Asio Capital, LLC | 24,221 | $7.14M | 1.67% | +137+0.6% | Added |
| First Financial Bankshares Inc | 24,219 | $7.14M | 0.17% | +24,219 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 24,000 | $7.08M | 1.83% | 00.0% | Unchanged |
| Ethic Inc. | 23,961 | $7.07M | 0.21% | +5,090+27.0% | Added |
| Commerce Bank | 23,774 | $7.01M | 0.05% | −7,160−23.1% | Reduced |
| First Interstate Bank | 23,653 | $6.97M | 0.52% | −962−3.9% | Reduced |
| Shell Asset Management Co | 23,617 | $6.96M | 0.32% | −5,357−18.5% | Reduced |
| Marietta Wealth Management, LLC | 23,532 | $6.95M | 1.24% | −478−2.0% | Reduced |
| Maryland State Retirement & Pension System | 23,463 | $6.92M | 0.14% | +250+1.1% | Added |
| Zweig-DiMenna Associates LLC | 23,341 | $6.88M | 0.79% | 00.0% | Unchanged |
| First National Trust Co | 23,337 | $6.88M | 0.30% | +18,835+418.4% | Added |
| Qube Research & Technologies Ltd | 23,195 | $6.84M | 0.02% | +8,717+60.2% | Added |
| NWK Group, Inc. | 23,108 | $6.81M | 3.51% | +422+1.9% | Added |
| Dakota Wealth Management | 23,065 | $6.80M | 0.26% | +7,568+48.8% | Added |
| Gladstone Institutional Advisory LLC | 23,023 | $6.79M | 0.38% | +10,729+87.3% | Added |