Institutional Ownership Palo Alto Networks Inc (PANW)
This table provides information about the institutional ownership of Palo Alto Networks Inc (PANW). We have compiled data on the 2,810 institutions that hold shares in the stock, with a total of 521 Million shares, which have been reported (via 13F filing form) to have a value of $107 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
39
shares
|
$8,004
0.0% of portfolio
|
Q4 2025
Added 30.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
39
shares
|
$8,004
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
39
shares
|
$8,004
0.01% of portfolio
|
Q3 2025
Reduced 94.0%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
39
shares
|
$8,004
0.01% of portfolio
|
Q4 2025
Added 21.88%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
38
shares
|
$7,799
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
38
shares
|
$7,799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
37
shares
|
$7,594
0.01% of portfolio
|
Q2 2025
Reduced 76.13%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
36
shares
|
$7,389
0.0% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
36
shares
|
$7,389
0.0% of portfolio
|
Q4 2025
Added 38.46%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
35
shares
|
$7,183
0.0% of portfolio
|
Q3 2025
Added 600.0%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
34
shares
|
$6,978
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
34
shares
|
$6,978
0.0% of portfolio
|
Q3 2025
Added 466.67%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
34
shares
|
$6,978
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
33
shares
|
$6,773
0.01% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
33
shares
|
$6,773
0.01% of portfolio
|
Q2 2025
Added 65.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
30
shares
|
$6,157
0.0% of portfolio
|
Q4 2022
Added 150.0%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
30
shares
|
$6,157
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
30
shares
|
$6,157
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
30
shares
|
$6,157
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28
shares
|
$5,747
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
26
shares
|
$5,336
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
25
shares
|
$5,131
0.0% of portfolio
|
Q3 2025
Reduced 60.94%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
24
shares
|
$4,926
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
24
shares
|
$4,926
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
24
shares
|
$4,926
0.0% of portfolio
|
Q3 2025
New holding
|
|