Institutional Ownership Fortinet, Inc. (FTNT)
This table provides information about the institutional ownership of Fortinet, Inc. (FTNT). We have compiled data on the 1,481 institutions that hold shares in the stock, with a total of 468 Million shares, which have been reported (via 13F filing form) to have a value of $38.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
30
shares
|
$2,469
0.0% of portfolio
|
Q3 2024
Reduced 94.34%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
30
shares
|
$2,469
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
29
shares
|
$2,386
0.0% of portfolio
|
Q2 2024
Reduced 99.23%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
29
shares
|
$2,386
0.0% of portfolio
|
Q3 2025
Added 61.11%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
29
shares
|
$2,386
0.0% of portfolio
|
Q4 2025
Added 52.63%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
26
shares
|
$2,140
0.0% of portfolio
|
Q4 2025
Added 13.04%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
26
shares
|
$2,140
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
25
shares
|
$2,057
0.0% of portfolio
|
Q4 2025
Added 56.25%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
25
shares
|
$2,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
25
shares
|
$2,057
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$1,810
0.0% of portfolio
|
Q2 2025
Added 144.44%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
22
shares
|
$1,810
0.0% of portfolio
|
Q3 2025
Reduced 98.98%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
21
shares
|
$1,728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
21
shares
|
$1,728
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
21
shares
|
$1,728
0.0% of portfolio
|
Q1 2023
Added 5.0%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
20
shares
|
$1,646
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
19
shares
|
$1,563
0.0% of portfolio
|
Q4 2025
Added 111.11%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
18
shares
|
$1,481
0.0% of portfolio
|
Q3 2025
Reduced 37.93%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
17
shares
|
$1,399
0.0% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
16
shares
|
$1,316
0.0% of portfolio
|
Q4 2022
Added 60.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
16
shares
|
$1,316
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
15
shares
|
$1,234
0.0% of portfolio
|
Q1 2025
Reduced 98.22%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
15
shares
|
$1,234
0.0% of portfolio
|
Q3 2025
Reduced 99.88%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
13
shares
|
$1,070
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
12
shares
|
$987
0.0% of portfolio
|
Q3 2023
New holding
|
|