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 2,321 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $49.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
660
shares
|
$123,881
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
660
shares
|
$123,881
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
658
shares
|
$123,506
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
655
shares
|
$122,943
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
652
shares
|
$122,380
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
651
shares
|
$122,192
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Oct 18, 2024 Q3 2024 |
650
shares
|
$122,004
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
650
shares
|
$122,004
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
648
shares
|
$121,629
0.03% of portfolio
|
Q4 2024
Added 256.04%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
648
shares
|
$121,629
0.15% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
647
shares
|
$121,441
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
642
shares
|
$120,503
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
642
shares
|
$120,503
0.01% of portfolio
|
Q2 2024
Reduced 44.08%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
642
shares
|
$120,503
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
639
shares
|
$119,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
637
shares
|
$119,564
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
633
shares
|
$118,814
0.05% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
627
shares
|
$117,687
0.03% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Dec 03, 2024 Q3 2024 |
627
shares
|
$117,687
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
625
shares
|
$117,312
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
624
shares
|
$117,124
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
624
shares
|
$117,124
0.08% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
623
shares
|
$116,937
0.04% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
621
shares
|
$116,561
0.14% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
620
shares
|
$116,374
0.03% of portfolio
|
Q3 2024
New holding
|