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 2,818 institutions that hold shares in the stock, with a total of 523 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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
44
shares
|
$9,031
0.0% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
42
shares
|
$8,620
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
40
shares
|
$8,210
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
40
shares
|
$8,210
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
39
shares
|
$8,004
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
39
shares
|
$8,004
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
39
shares
|
$8,004
0.01% of portfolio
|
Q3 2025
Reduced 94.0%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
38
shares
|
$7,799
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
38
shares
|
$7,799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
37
shares
|
$7,594
0.01% of portfolio
|
Q2 2025
Reduced 76.13%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
36
shares
|
$7,389
0.0% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
35
shares
|
$7,183
0.0% of portfolio
|
Q3 2025
Added 600.0%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
34
shares
|
$6,978
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
34
shares
|
$6,978
0.0% of portfolio
|
Q3 2025
Added 466.67%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
34
shares
|
$6,978
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
33
shares
|
$6,773
0.01% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
33
shares
|
$6,773
0.01% of portfolio
|
Q2 2025
Added 65.0%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
32
shares
|
$6,568
0.01% of portfolio
|
Q3 2025
Added 45.45%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
30
shares
|
$6,157
0.0% of portfolio
|
Q4 2022
Added 150.0%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
30
shares
|
$6,157
0.0% of portfolio
|
Q3 2025
Added 500.0%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
30
shares
|
$6,157
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
30
shares
|
$6,157
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28
shares
|
$5,747
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
26
shares
|
$5,336
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
26
shares
|
$5,336
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|