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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
2,118
shares
|
$434,719
0.06% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,116
shares
|
$434,309
0.03% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
2,113
shares
|
$433,693
0.01% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
2,109
shares
|
$432,872
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,106
shares
|
$432,256
0.01% of portfolio
|
Q3 2025
Added 20.96%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
2,106
shares
|
$432,256
0.28% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
2,103
shares
|
$431,640
0.06% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
2,100
shares
|
$431,025
0.32% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
2,095
shares
|
$429,998
0.38% of portfolio
|
Q4 2025
Reduced 4.99%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,090
shares
|
$428,972
0.03% of portfolio
|
Q4 2022
Added 2.45%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
2,086
shares
|
$428,151
0.18% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,085
shares
|
$427,946
0.06% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
John G Ullman & Associates Inc
|
Nov 05, 2025 Q3 2025 |
2,082
shares
|
$427,330
0.06% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,079
shares
|
$426,714
0.05% of portfolio
|
Q4 2025
Reduced 7.02%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
2,072
shares
|
$425,278
0.26% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
2,065
shares
|
$423,841
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
2,060
shares
|
$422,815
0.11% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
2,060
shares
|
$422,815
0.03% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
2,052
shares
|
$421,173
0.16% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
2,050
shares
|
$420,762
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
2,050
shares
|
$420,762
0.07% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
2,047
shares
|
$420,146
0.14% of portfolio
|
Q3 2025
Added 32.49%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
2,046
shares
|
$419,941
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
2,042
shares
|
$419,120
0.02% of portfolio
|
Q3 2025
Reduced 34.74%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
2,038
shares
|
$418,299
0.23% of portfolio
|
Q2 2025
Reduced 2.39%
|
|