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, Q1 2025
Institutional positions in Palo Alto Networks Inc as of Mar 31, 2025. 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
- 2,261
- +5 vs. Q4 2024
- Shares held
- 514.2M
- +11.5M (+2.3%) vs. Q4 2024
- Total value
- $87.7B
- −$3.69B (−4.0%) vs. Q4 2024
- New holders
- 178
- 1,065 more added
- Sold out
- 173
- 754 more reduced
40 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Palo Alto Networks Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 3,470 | $592.0K | 0.02% | −4,483−56.4% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 3,476 | $593.1K | 0.15% | −346−9.1% | Reduced |
| Garden State Investment Advisory Services LLC | 3,476 | $593.1K | 0.19% | −127−3.5% | Reduced |
| Forum Financial Management, LP | 3,476 | $593.1K | 0.01% | +20+0.6% | Added |
| First Affirmative Financial Network | 3,479 | $593.7K | 0.36% | −48−1.4% | Reduced |
| Nwam LLC | 3,481 | $594.0K | 0.05% | −483−12.2% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 3,481 | $594.0K | 0.98% | +166+5.0% | Added |
| Maia Wealth LLC | 3,495 | $594.1K | 0.13% | −55−1.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 3,484 | $595.0K | 0.03% | −100−2.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,504 | $597.9K | 0.22% | +1,721+96.5% | Added |
| Mesirow Financial Investment Management, Inc. | 3,507 | $598.4K | 0.01% | +2,021+136.0% | Added |
| DC Investments Management, LLC | 3,513 | $599.5K | 0.31% | +3,513 | New |
| ICONIQ Capital, LLC | 3,515 | $599.8K | 0.01% | +989+39.2% | Added |
| Founders Financial Alliance, LLC | 3,531 | $602.5K | 0.15% | +2,237+172.9% | Added |
| Alteri Wealth LLC | 3,536 | $603.4K | 0.27% | +136+4.0% | Added |
| St. Johns Investment Management Company, LLC | 3,543 | $604.6K | 0.30% | +3,153+808.5% | Added |
| 5T Wealth, LLC | 3,553 | $606.3K | 0.35% | −105−2.9% | Reduced |
| McDonough Capital Management, Inc | 3,553 | $606.3K | 0.40% | +1,433+67.6% | Added |
| Hollow Brook Wealth Management LLC | 3,558 | $607.1K | 0.18% | 00.0% | Unchanged |
| CV Advisors LLC | 3,736 | $607.8K | 0.21% | +174+4.9% | Added |
| Sheets Smith Wealth Management | 3,570 | $609.2K | 0.08% | −2,084−36.9% | Reduced |
| Creative Financial Designs Inc | 3,578 | $610.5K | 0.05% | +364+11.3% | Added |
| Aprio Wealth Management, LLC | 3,582 | $611.2K | 0.08% | +1,181+49.2% | Added |
| Convergence Financial, LLC | 3,595 | $613.5K | 0.12% | +2,139+146.9% | Added |
| South Dakota Investment Council | 3,600 | $614.0K | 0.01% | 00.0% | Unchanged |
| Prudent Investors Network | 3,600 | $614.3K | 0.17% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 3,600 | $614.3K | 0.32% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,608 | $615.7K | 0.08% | +154+4.5% | Added |
| Aaron Wealth Advisors | 3,623 | $618.2K | 0.07% | +273+8.1% | Added |
| Argent Capital Management LLC | 3,624 | $618.4K | 0.02% | 00.0% | Unchanged |
| Bank of Stockton | 3,638 | $620.8K | 0.20% | +78+2.2% | Added |
| IFG Advisors, LLC | 3,659 | $624.4K | 0.12% | +205+5.9% | Added |
| Wendell David Associates Inc | 3,682 | $628.0K | 0.06% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 3,693 | $630.0K | 0.72% | +320+9.5% | Added |
| Elmwood Wealth Management, Inc. | 3,697 | $630.9K | 0.26% | +945+34.3% | Added |
| Jacobi Capital Management LLC | 3,707 | $632.6K | 0.05% | +161+4.5% | Added |
| Soltis Investment Advisors LLC | 3,710 | $633.0K | 0.06% | +2,546+218.7% | Added |
| Bestgate Wealth Advisors, LLC | 3,722 | $635.1K | 1.32% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 3,734 | $637.2K | 0.71% | +544+17.1% | Added |
| First United Bank Trust | 3,738 | $637.9K | 0.24% | +530+16.5% | Added |
| SlateStone Wealth, LLC | 3,740 | $638.0K | 0.06% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,740 | $638.2K | 0.11% | +1,999+114.8% | Added |
| Cladis Investment Advisory, LLC | 3,750 | $639.9K | 0.46% | −10−0.3% | Reduced |
| Catalytic Wealth RIA, LLC | 3,758 | $641.3K | 0.12% | +117+3.2% | Added |
| Shum Financial Group, Inc. | 3,777 | $644.5K | 0.56% | +233+6.6% | Added |
| Evercore Wealth Management, LLC | 3,784 | $645.7K | 0.01% | −104−2.7% | Reduced |
| Groesbeck Investment Management Corp | 3,810 | $650.0K | 0.91% | 00.0% | Unchanged |
| Sierra Capital LLC | 3,814 | $651.0K | 0.08% | +40+1.1% | Added |
| Granite Investment Partners, LLC | 3,816 | $651.2K | 0.03% | 00.0% | Unchanged |
| Investment House LLC | 3,830 | $653.6K | 0.04% | +80+2.1% | Added |
| Callan Capital, LLC | 3,831 | $653.7K | 0.05% | +604+18.7% | Added |
| Semus Wealth Partners LLC | 3,834 | $654.2K | 0.46% | −48−1.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,893 | $655.3K | 0.01% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 3,843 | $655.8K | 0.30% | +641+20.0% | Added |
| Investment Research & Advisory Group, Inc. | 3,869 | $660.2K | 0.28% | +13+0.3% | Added |
| Waters Parkerson & Co., LLC | 3,870 | $660.4K | 0.04% | 00.0% | Unchanged |
| GFG Capital, LLC | 3,878 | $661.7K | 0.20% | −83−2.1% | Reduced |
| Byrne Financial Freedom, LLC | 3,888 | $663.4K | 0.38% | +200+5.4% | Added |
| LRI Investments, LLC | 3,894 | $664.5K | 0.06% | +1,544+65.7% | Added |
| Ronald Blue Trust, Inc. | 3,897 | $665.1K | 0.01% | +14+0.4% | Added |
| Ausdal Financial Partners, Inc. | 3,905 | $666.3K | 0.05% | −567−12.7% | Reduced |
| VeraBank, N.A. | 3,906 | $666.5K | 0.19% | −186−4.5% | Reduced |
| Oxford Asset Management LLP | 3,912 | $667.5K | 0.31% | +3,912 | New |
| Boltwood Capital Management | 3,917 | $668.4K | 0.20% | −151−3.7% | Reduced |
| Advisor OS, LLC | 3,927 | $670.1K | 0.08% | +40+1.0% | Added |
| Sugar Maple Asset Management, LLC | 3,930 | $670.6K | 0.53% | −744−15.9% | Reduced |
| Sage Mountain Advisors LLC | 3,931 | $670.8K | 0.05% | +60+1.5% | Added |
| Pines Wealth Management, LLC | 4,403 | $671.6K | 0.31% | +136+3.2% | Added |
| Woodward Diversified Capital, LLC | 3,940 | $672.3K | 0.48% | −168−4.1% | Reduced |
| Thrive Capital Management, LLC | 3,955 | $674.9K | 0.40% | +3,955 | New |
| Outlook Wealth Advisors, LLC | 3,957 | $675.2K | 0.19% | +84+2.2% | Added |
| Finivi Inc. | 3,973 | $678.0K | 0.55% | +402+11.3% | Added |
| Future Fund LLC | 3,981 | $679.3K | 0.87% | −4,671−54.0% | Reduced |
| Ariadne Wealth Management, LP | 3,638 | $680.1K | 0.36% | +102+2.9% | Added |
| Canandaigua National Bank & Trust Co | 3,989 | $680.7K | 0.07% | −114−2.8% | Reduced |
| Callan Family Office, LLC | 3,990 | $680.9K | 0.05% | −20,727−83.9% | Reduced |
| Parkside Investments, LLC | 4,000 | $682.6K | 0.10% | −1,000−20.0% | Reduced |
| Lauterbach Financial Advisors, LLC | 4,000 | $682.6K | 0.43% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 4,011 | $684.4K | 0.19% | +13+0.3% | Added |
| Fonville Wealth Management LLC | 3,823 | $688.2K | 0.20% | −75−1.9% | Reduced |
| Fort Washington Investment Advisors Inc | 4,038 | $689.0K | 0.00% | −420−9.4% | Reduced |
| Legacy Advisors, LLC | 4,041 | $689.6K | 0.07% | +381+10.4% | Added |
| Sym Financial Corp | 4,047 | $690.6K | 0.09% | +55+1.4% | Added |
| Green Harvest Asset Management LLC | 4,058 | $692.5K | 0.02% | +1,150+39.5% | Added |
| Bullock Wealth Management Group | 4,051 | $694.0K | 0.39% | +1,538+61.2% | Added |
| Kingswood Wealth Advisors, LLC | 4,091 | $698.2K | 0.06% | −277−6.3% | Reduced |
| Navellier & Associates Inc | 3,716 | $699.1K | 0.10% | 00.0% | Unchanged |
| North Star Asset Management Inc | 4,102 | $700.0K | 0.03% | −296−6.7% | Reduced |
| Ascent Group, LLC | 4,105 | $700.5K | 0.03% | +1,609+64.5% | Added |
| Rogco, LP | 4,111 | $701.5K | 0.28% | +535+15.0% | Added |
| Main Street Financial Solutions, LLC | 4,149 | $708.0K | 0.06% | −606−12.7% | Reduced |
| Meridian Wealth Advisors, LLC | 4,152 | $708.5K | 0.12% | −14−0.3% | Reduced |
| Boothbay Fund Management, LLC | 4,162 | $710.2K | 0.03% | +2,937+239.8% | Added |
| Smartleaf Asset Management LLC | 4,120 | $711.8K | 0.07% | −209−4.8% | Reduced |
| AlTi Global, Inc. | 4,199 | $716.5K | 0.02% | +106+2.6% | Added |
| 1776 Wealth LLC | 4,208 | $718.1K | 0.33% | −98−2.3% | Reduced |
| BBR Partners, LLC | 4,208 | $718.1K | 0.05% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 4,230 | $721.8K | 0.64% | +194+4.8% | Added |
| Harbour Investments, Inc. | 4,246 | $724.5K | 0.02% | −370−8.0% | Reduced |
| Strait & Sound Wealth Management LLC | 4,246 | $724.5K | 0.34% | −214−4.8% | Reduced |