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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
91
shares
|
$17,080
0.01% of portfolio
|
Q3 2024
Added 2933.33%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
90
shares
|
$16,893
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
86
shares
|
$16,142
0.01% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
86
shares
|
$16,142
0.01% of portfolio
|
Q3 2024
Added 177.42%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
86
shares
|
$16,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
85
shares
|
$15,954
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
82
shares
|
$15,391
0.01% of portfolio
|
Q1 2024
Added 10.81%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
80
shares
|
$15,016
0.02% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
78
shares
|
$14,640
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
78
shares
|
$14,640
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
77
shares
|
$14,452
0.0% of portfolio
|
Q3 2024
Added 113.89%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
76
shares
|
$14,265
0.01% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
76
shares
|
$14,265
0.02% of portfolio
|
Q3 2024
Reduced 34.48%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
76
shares
|
$14,265
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
75
shares
|
$14,077
0.03% of portfolio
|
Q2 2022
Reduced 35.9%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
75
shares
|
$14,077
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
72
shares
|
$13,514
0.0% of portfolio
|
Q4 2023
Added 140.0%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
71
shares
|
$13,326
0.0% of portfolio
|
Q3 2024
Reduced 92.01%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
71
shares
|
$13,326
0.0% of portfolio
|
Q4 2024
Added 73.17%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
66
shares
|
$12,388
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
65
shares
|
$12,200
0.0% of portfolio
|
Q2 2023
Added 4.84%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
62
shares
|
$11,637
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
62
shares
|
$11,637
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
62
shares
|
$11,637
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
60
shares
|
$11,262
0.01% of portfolio
|
Q1 2024
Reduced 82.86%
|