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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
637
shares
|
$110,468
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
633
shares
|
$109,774
0.05% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
632
shares
|
$109,601
0.04% of portfolio
|
Q4 2023
Added 1.28%
|
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
629
shares
|
$109,081
0.0% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
629
shares
|
$109,081
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
629
shares
|
$109,081
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
627
shares
|
$108,734
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
627
shares
|
$108,734
0.03% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
627
shares
|
$108,734
0.12% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Dec 03, 2024 Q3 2024 |
627
shares
|
$108,734
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
625
shares
|
$108,387
0.1% of portfolio
|
Q3 2024
Reduced 67.95%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
625
shares
|
$108,387
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
624
shares
|
$108,214
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
624
shares
|
$108,214
0.08% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
623
shares
|
$108,040
0.04% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
622
shares
|
$107,867
0.1% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
621
shares
|
$107,693
0.14% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
620
shares
|
$107,520
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
620
shares
|
$107,520
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
620
shares
|
$107,520
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
619
shares
|
$107,346
0.1% of portfolio
|
Q3 2024
Reduced 18.77%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
619
shares
|
$107,346
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
618
shares
|
$107,173
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
615
shares
|
$106,653
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
615
shares
|
$106,653
0.1% of portfolio
|
Q2 2024
New holding
|