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 |
|---|---|---|---|---|---|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
697
shares
|
$120,873
0.28% of portfolio
|
Q2 2024
Reduced 26.4%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
697
shares
|
$120,873
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
694
shares
|
$120,353
0.03% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
694
shares
|
$120,353
0.08% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
694
shares
|
$120,353
0.11% of portfolio
|
Q3 2024
Reduced 14.74%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
692
shares
|
$120,006
0.04% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
690
shares
|
$119,659
0.01% of portfolio
|
Q3 2024
Reduced 96.58%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
690
shares
|
$119,659
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
690
shares
|
$119,659
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
688
shares
|
$119,312
0.04% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
687
shares
|
$119,139
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
686
shares
|
$118,966
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
681
shares
|
$118,099
0.02% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
681
shares
|
$118,099
0.14% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
677
shares
|
$117,405
0.15% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
676
shares
|
$117,231
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Elite Wealth Management, Inc.
|
Nov 13, 2024 Q3 2024 |
672
shares
|
$116,538
0.05% of portfolio
|
Q3 2024
Reduced 14.83%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
669
shares
|
$116,017
0.03% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
668
shares
|
$115,844
0.03% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
667
shares
|
$115,671
0.19% of portfolio
|
Q3 2024
Reduced 46.17%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
666
shares
|
$115,497
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jan 10, 2025 Q4 2024 |
665
shares
|
$115,324
0.02% of portfolio
|
Q4 2024
Added 343.33%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
665
shares
|
$115,324
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
664
shares
|
$115,150
0.03% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
662
shares
|
$114,804
0.06% of portfolio
|
Q2 2024
New holding
|