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 2,284 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $43.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
891
shares
|
$154,517
0.18% of portfolio
|
Q2 2024
Reduced 23.79%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
888
shares
|
$153,996
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
886
shares
|
$153,650
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
884
shares
|
$153,303
0.02% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
880
shares
|
$152,609
0.1% of portfolio
|
Q4 2023
Reduced 8.33%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
880
shares
|
$152,609
0.18% of portfolio
|
Q3 2024
Reduced 66.68%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
878
shares
|
$152,262
0.22% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
876
shares
|
$151,915
0.03% of portfolio
|
Q4 2024
Added 212.86%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
876
shares
|
$151,915
0.36% of portfolio
|
Q3 2023
Reduced 11.78%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
875
shares
|
$151,742
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
869
shares
|
$150,701
0.0% of portfolio
|
Q4 2023
Added 97.5%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
868
shares
|
$150,528
0.11% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
862
shares
|
$149,488
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
862
shares
|
$149,488
0.07% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
860
shares
|
$149,141
0.11% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
857
shares
|
$148,620
0.03% of portfolio
|
Q3 2024
Added 22.6%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
857
shares
|
$148,620
0.05% of portfolio
|
Q3 2024
Added 25.84%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
855
shares
|
$148,274
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
853
shares
|
$147,927
0.04% of portfolio
|
Q3 2024
Added 54.25%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
852
shares
|
$147,753
0.19% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
850
shares
|
$147,407
0.3% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
848
shares
|
$147,060
0.02% of portfolio
|
Q3 2024
Reduced 39.86%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
847
shares
|
$146,886
0.05% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
847
shares
|
$146,886
0.05% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
846
shares
|
$146,713
0.06% of portfolio
|
Q3 2024
Added 255.46%
|