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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
869
shares
|
$178,362
0.0% of portfolio
|
Q4 2023
Added 97.5%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
856
shares
|
$175,694
0.12% of portfolio
|
Q2 2025
Added 53.96%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
848
shares
|
$174,052
0.05% of portfolio
|
Q4 2025
Added 49.82%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
839
shares
|
$172,204
0.37% of portfolio
|
Q3 2025
Reduced 94.47%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
836
shares
|
$171,589
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
827
shares
|
$169,741
0.07% of portfolio
|
Q3 2025
Added 15.99%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
826
shares
|
$169,536
0.02% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
825
shares
|
$169,331
0.06% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
810
shares
|
$166,252
0.02% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
795
shares
|
$163,173
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
786
shares
|
$161,326
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
763
shares
|
$156,605
0.09% of portfolio
|
Q3 2023
Added 2.69%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
760
shares
|
$155,990
0.01% of portfolio
|
Q3 2025
Added 35.71%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
757
shares
|
$155,374
0.13% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
750
shares
|
$153,937
0.27% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
739
shares
|
$151,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
732
shares
|
$150,243
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 30, 2025 Q3 2025 |
729
shares
|
$149,627
0.01% of portfolio
|
Q3 2025
Reduced 32.37%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
729
shares
|
$149,627
0.08% of portfolio
|
Q3 2025
Added 17.96%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
717
shares
|
$147,164
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
714
shares
|
$146,548
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
707
shares
|
$145,111
0.03% of portfolio
|
Q4 2025
Added 1.87%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
704
shares
|
$144,496
0.02% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
701
shares
|
$143,880
0.05% of portfolio
|
Q3 2025
Reduced 41.63%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
697
shares
|
$143,059
0.28% of portfolio
|
Q2 2024
Reduced 26.4%
|
|