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 2,321 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $49.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
619
shares
|
$116,186
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
618
shares
|
$115,998
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
615
shares
|
$115,435
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
615
shares
|
$115,435
0.16% of portfolio
|
Q3 2024
Reduced 82.52%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
615
shares
|
$115,435
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
613
shares
|
$115,060
0.07% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
612
shares
|
$114,872
0.21% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
612
shares
|
$114,872
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
609
shares
|
$114,309
0.04% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
605
shares
|
$113,558
0.08% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
604
shares
|
$113,370
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
604
shares
|
$113,370
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
601
shares
|
$112,807
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
600
shares
|
$112,620
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
594
shares
|
$111,493
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
592
shares
|
$111,118
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
592
shares
|
$111,118
0.12% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
586
shares
|
$109,992
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
586
shares
|
$109,992
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
582
shares
|
$109,241
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
580
shares
|
$108,866
0.05% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
565
shares
|
$106,050
0.02% of portfolio
|
Q2 2022
Reduced 1.4%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
561
shares
|
$105,299
0.01% of portfolio
|
Q4 2020
Reduced 6.32%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
555
shares
|
$104,173
0.08% of portfolio
|
Q2 2024
Reduced 48.61%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
552
shares
|
$103,610
0.04% of portfolio
|
Q2 2024
Reduced 17.49%
|