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 2,360 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $50.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
15,825
shares
|
$2.9 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
15,766
shares
|
$2.89 Million
0.41% of portfolio
|
Q4 2024
Added 108.43%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
15,732
shares
|
$2.89 Million
0.07% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
15,726
shares
|
$2.88 Million
3.73% of portfolio
|
Q4 2022
Added 17.61%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
15,710
shares
|
$2.88 Million
0.35% of portfolio
|
Q4 2024
Added 101.93%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
15,669
shares
|
$2.87 Million
0.24% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
15,635
shares
|
$2.87 Million
0.05% of portfolio
|
Q4 2024
Added 102.26%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
15,626
shares
|
$2.87 Million
0.21% of portfolio
|
Q4 2024
Added 101.94%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,589
shares
|
$2.86 Million
0.05% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,536
shares
|
$2.85 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
15,536
shares
|
$2.85 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
15,507
shares
|
$2.84 Million
1.08% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
15,491
shares
|
$2.84 Million
0.36% of portfolio
|
Q4 2024
Added 96.09%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
15,413
shares
|
$2.83 Million
2.4% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
15,340
shares
|
$2.81 Million
0.17% of portfolio
|
Q4 2024
Added 105.19%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
15,271
shares
|
$2.8 Million
0.08% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
15,259
shares
|
$2.8 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
15,240
shares
|
$2.8 Million
1.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
15,232
shares
|
$2.79 Million
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
15,167
shares
|
$2.78 Million
0.86% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
|
Bdl Capital Management
Paris, I0 |
Jan 09, 2024 Q4 2023 |
15,100
shares
|
$2.77 Million
3.2% of portfolio
|
Q4 2023
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
15,086
shares
|
$2.77 Million
0.19% of portfolio
|
Q4 2024
Added 103.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
15,038
shares
|
$2.76 Million
0.11% of portfolio
|
Q4 2024
Added 94.79%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Nov 14, 2024 Q3 2024 |
15,015
shares
|
$2.75 Million
0.6% of portfolio
|
Q1 2024
New holding
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
14,986
shares
|
$2.75 Million
0.17% of portfolio
|
Q4 2024
Added 97.37%
|