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, Q2 2024
Institutional positions in Palo Alto Networks Inc as of Jun 30, 2024. 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
- 2,012
- +133 vs. Q1 2024
- Shares held
- 248.1M
- +1.91M (+0.8%) vs. Q1 2024
- Total value
- $84.1B
- +$14.3B (+20.5%) vs. Q1 2024
- New holders
- 271
- 905 more added
- Sold out
- 138
- 598 more reduced
23 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Palo Alto Networks Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sargent Investment Group, LLC | 670 | $227.1K | 0.05% | +670 | New |
| Patriot Financial Group Insurance Agency, LLC | 671 | $227.5K | 0.03% | −84−11.1% | Reduced |
| Legacy Financial Strategies, LLC | 669 | $228.3K | 0.05% | +669 | New |
| Wedge Capital Management L L P | 678 | $229.8K | 0.00% | +678 | New |
| Plotkin Financial Advisors, LLC | 679 | $230.2K | 0.15% | +679 | New |
| Portside Wealth Group, LLC | 681 | $230.9K | 0.04% | +681 | New |
| Capstone Financial Advisors, Inc. | 683 | $231.5K | 0.02% | +683 | New |
| Inscription Capital, LLC | 683 | $231.5K | 0.04% | +683 | New |
| Carr Financial Group Corp | 685 | $232.2K | 0.07% | +685 | New |
| Childress Capital Advisors, LLC | 686 | $232.6K | 0.07% | +686 | New |
| Calton & Associates, Inc. | 687 | $232.9K | 0.12% | +687 | New |
| MONECO Advisors, LLC | 687 | $232.9K | 0.03% | +687 | New |
| Crown Wealth Group, LLC | 687 | $232.9K | 0.12% | +687 | New |
| Outlook Wealth Advisors, LLC | 689 | $233.5K | 0.11% | +689 | New |
| Accredited Investors Inc. | 689 | $233.6K | 0.01% | +689 | New |
| Perennial Advisors, LLC | 690 | $233.9K | 0.05% | +690 | New |
| Schoolcraft Capital LLC | 690 | $233.9K | 0.05% | +690 | New |
| Kolinsky Wealth Management, LLC | 693 | $234.9K | 0.17% | +693 | New |
| Astoria Portfolio Advisors LLC. | 697 | $236.2K | 0.08% | +697 | New |
| Epic Trust Investment Advisors, LLC | 697 | $236.3K | 0.26% | −250−26.4% | Reduced |
| West Family Investments, Inc. | 698 | $236.6K | 0.07% | +698 | New |
| Beacon Financial Group | 699 | $237.0K | 0.03% | +699 | New |
| Wayfinding Financial, LLC | 701 | $237.0K | 0.13% | −10−1.4% | Reduced |
| Blume Capital Management, Inc. | 700 | $237.3K | 0.06% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 700 | $237.3K | 0.01% | +700 | New |
| Independent Wealth Network Inc. | 702 | $238.0K | 0.11% | +702 | New |
| Frisch Financial Group, Inc. | 703 | $238.0K | 0.07% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 703 | $238.3K | 0.03% | −432−38.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 703 | $238.3K | 0.12% | −284−28.8% | Reduced |
| TCWP LLC | 703 | $238.3K | 0.58% | +703 | New |
| Mesirow Financial Investment Management, Inc. | 704 | $238.7K | 0.01% | −214−23.3% | Reduced |
| Capstone Investment Advisors, LLC | 706 | $239.3K | 0.01% | −7,629−91.5% | Reduced |
| Goepper Burkhardt LLC | 707 | $239.7K | 0.11% | −386−35.3% | Reduced |
| Gradient Capital Advisors, LLC | 710 | $240.7K | 0.09% | +710 | New |
| Aprio Wealth Management, LLC | 710 | $240.7K | 0.04% | +710 | New |
| Signature Wealth Management Partners, LLC | 711 | $241.0K | 0.18% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 712 | $241.4K | 0.10% | −162−18.5% | Reduced |
| STAR Financial Bank | 713 | $241.7K | 0.19% | +713 | New |
| Orrstown Financial Services Inc | 715 | $242.4K | 0.13% | +715 | New |
| Holistic Financial Partners | 715 | $242.4K | 0.12% | +5+0.7% | Added |
| Ewa, LLC | 723 | $242.6K | 0.10% | +35+5.1% | Added |
| NCM Capital Management, LLC | 716 | $242.7K | 0.13% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 717 | $243.1K | 0.06% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 717 | $243.1K | 0.12% | +717 | New |
| Aveo Capital Partners, LLC | 720 | $244.1K | 0.03% | −37−4.9% | Reduced |
| Klingman & Associates, LLC | 720 | $244.1K | 0.02% | +720 | New |
| Register Financial Advisors LLC | 724 | $245.4K | 0.12% | −13−1.8% | Reduced |
| Northwest Wealth Management, LLC | 724 | $245.4K | 0.06% | +3+0.4% | Added |
| Legacy Financial Advisors, Inc. | 728 | $246.8K | 0.04% | +5+0.7% | Added |
| Garde Capital, Inc. | 732 | $248.0K | 0.02% | +10+1.4% | Added |
| Atlas Brown,Inc. | 733 | $248.5K | 0.09% | +733 | New |
| Shufro Rose & Co LLC | 735 | $249.2K | 0.02% | +735 | New |
| Investment Advisory Services Inc | 737 | $249.8K | 0.09% | +737 | New |
| TCTC Holdings, LLC | 738 | $250.2K | 0.01% | 00.0% | Unchanged |
| Gries Financial LLC | 748 | $253.6K | 0.05% | +28+3.9% | Added |
| Kaizen Financial Strategies | 800 | $254.0K | 0.16% | −10−1.2% | Reduced |
| Alpha Square Group S, LLC | 750 | $254.3K | 0.47% | −500−40.0% | Reduced |
| Lafayette Investments, Inc. | 750 | $254.3K | 0.06% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 750 | $254.3K | 0.21% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 801 | $254.3K | 0.01% | +40+5.3% | Added |
| PBMares Wealth Management LLC | 754 | $255.6K | 0.06% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 754 | $256.0K | 0.02% | +754 | New |
| BancorpSouth Bank | 756 | $256.3K | 0.02% | +12+1.6% | Added |
| Reynders McVeigh Capital Management, LLC | 757 | $257.0K | 0.01% | +27+3.7% | Added |
| Aviance Capital Partners, LLC | 762 | $258.3K | 0.04% | −2,479−76.5% | Reduced |
| First Bank & Trust | 762 | $258.3K | 0.05% | −24−3.1% | Reduced |
| New Wave Wealth Advisors LLC | 762 | $258.3K | 0.14% | +762 | New |
| Veridan Wealth LLC | 1,264 | $258.7K | 0.10% | +1,264 | New |
| Morris Retirement Advisors, LLC | 764 | $258.9K | 0.15% | +764 | New |
| Roanoke Asset Management Corp | 765 | $259.0K | 0.09% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 764 | $259.0K | 0.02% | +10+1.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 765 | $259.3K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 914 | $259.7K | 0.00% | +567+163.4% | Added |
| Voya Financial Advisors, Inc. | 762 | $259.7K | 0.03% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 767 | $260.0K | 0.05% | −47−5.8% | Reduced |
| Sienna Gestion | 772 | $261.6K | 0.02% | −426−35.6% | Reduced |
| Nilsine Partners, LLC | 772 | $261.7K | 0.04% | −489−38.8% | Reduced |
| Manhattan West Asset Management, LLC | 772 | $261.7K | 0.07% | +772 | New |
| Thompson Siegel & Walmsley LLC | 772 | $262.0K | 0.00% | +22+2.9% | Added |
| SkyOak Wealth, LLC | 773 | $262.1K | 0.06% | −671−46.5% | Reduced |
| CWM Advisors, LLC | 775 | $262.7K | 0.03% | −790−50.5% | Reduced |
| 180 Wealth Advisors, LLC | 795 | $263.2K | 0.04% | +3+0.4% | Added |
| Horizon Family Wealth, Inc. | 777 | $263.4K | 0.20% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 781 | $264.8K | 0.04% | +23+3.0% | Added |
| Continuum Advisory, LLC | 783 | $265.4K | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 788 | $267.1K | 0.02% | −103−11.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 788 | $267.1K | 0.01% | −20−2.5% | Reduced |
| Elite Wealth Management, Inc. | 789 | $267.5K | 0.06% | −16,706−95.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 793 | $268.8K | 0.07% | +793 | New |
| Citizens National Bank Trust Department | 800 | $271.2K | 0.06% | −100−11.1% | Reduced |
| AllSquare Wealth Management LLC | 800 | $271.2K | 0.16% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 803 | $272.2K | 0.08% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 804 | $272.6K | 0.16% | −1,015−55.8% | Reduced |
| Optimist Retirement Group LLC | 814 | $276.0K | 0.15% | +24+3.0% | Added |
| Seven Mile Advisory | 815 | $276.3K | 0.20% | +64+8.5% | Added |
| Shepherd Financial Partners LLC | 817 | $277.0K | 0.04% | 00.0% | Unchanged |
| Essex LLC | 817 | $277.0K | 0.06% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 819 | $277.6K | 0.14% | −185−18.4% | Reduced |
| Cambridge Advisors Inc. | 820 | $278.0K | 0.06% | −16−1.9% | Reduced |
| Onefund, LLC | 823 | $279.0K | 0.30% | +12+1.5% | Added |