PALO ALTO NETWORKS INC (PANW)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
152
Reporting holders
$947.0M
Reported value
0.0%
Calls
0.1%
Puts
-2,792
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $84.3M | 212,179 | 1.01% | 22q | -6.1%-$5.5M |
| EASTERN BANK | $73.3M | 184,556 | 1.11% | 14q | -5.0%-$3.9M |
| AVITY INVESTMENT MANAGEMENT INC. | $69.0M | 173,721 | 4.32% | 7q | -10.7%-$8.3M |
| PARK NATIONAL CORP /OH/ | $63.0M | 158,591 | 1.71% | 10q | -15.0%-$11.1M |
| Private Capital Advisors, Inc. | $54.9M | 138,190 | 4.76% | 24q | HELD |
| JIA INVESTMENT ALLIANCE PTE. LTD. | $53.7M | 135,200 | 4.62% | 14q | HELD |
| Gradient Investments LLC | $46.7M | 117,516 | 0.67% | 32q | -32.9%-$22.9M |
| SAPIENT CAPITAL LLC | $45.7M | 115,092 | 0.61% | 12q | -57.3%-$61.4M |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $37.3M | 93,910 | 0.85% | 18q | HELD |
| MassMutual Private Wealth & Trust, FSB | $37.3M | 93,880 | 0.98% | 24q | -5.1%-$2.0M |
| Farther Finance Advisors, LLC | $28.9M | 70,689 | 0.20% | 16q | +16.0%+$4.0M |
| Coastline Trust Co | $26.9M | 67,708 | 2.51% | 32q | -3.1%-$870.5K |
| Quintet Private Bank (Europe) S.A. | $23.3M | 58,631 | 1.02% | 16q | -65.7%-$44.6M |
| Venture Visionary Partners LLC | $22.2M | 55,758 | 0.58% | 15q | HELD |
| Mirador Capital Partners LP | $20.0M | 50,406 | 2.33% | 24q | HELD |
| YHB Investment Advisors, Inc. | $19.9M | 50,128 | 1.26% | 15q | HELD |
| GAMMA Investing LLC | $11.5M | 29,037 | 0.39% | 12q | +7.2%+$772.0K |
| Legacy Private Trust Co. | $9.9M | 25,026 | 0.54% | 9q | -2.9%-$301.2K |
| CYPRESS ASSET MANAGEMENT INC/TX | $9.4M | 23,705 | 1.86% | 30q | -2.1%-$203.8K |
| Valeo Financial Advisors, LLC | $9.0M | 22,780 | 0.19% | 32q | -1.3%-$122.7K |
| Castle Rock Wealth Management, LLC | $9.0M | 21,353 | 1.69% | 30q | -13.9%-$1.4M |
| Decker Wealth Management LLC | $8.9M | 22,467 | 1.81% | 2q | -1.6%-$145.4K |
| Iowa State Bank | $8.4M | 21,236 | 1.43% | 11q | HELD |
| Gouws Capital LLC | $8.4M | 21,060 | 3.95% | 9q | HELD |
| MFA WEALTH ADVISORS, LLC | $8.2M | 20,632 | 1.39% | 5q | -12.6%-$1.2M |
| ROCKLAND TRUST CO | $6.5M | 16,396 | 0.25% | 6q | -2.2%-$144.2K |
| Avidian Wealth Enterprises, LLC | $6.1M | 15,300 | 0.17% | 20q | HELD |
| David J Yvars Group | $4.7M | 11,775 | 2.15% | 11q | -2.7%-$129.1K |
| Wedmont Private Capital | $4.4M | 11,130 | 0.11% | 15q | +13.2%+$516.9K |
| Legacy Wealth Asset Management, LLC | $4.2M | 10,513 | 0.92% | 5q | -7.1%-$317.5K |
| Family Legacy Financial Solutions, LLC | $3.9M | 9,766 | 2.25% | 6q | -6.4%-$263.8K |
| Werlinich Asset Management, LLC | $3.8M | 9,619 | 1.48% | 11q | HELD |
| Cooper Financial Group | $3.7M | 9,330 | 0.30% | 8q | +32.6%+$911.8K |
| Capital Advisors Wealth Management, LLC | $3.6M | 9,075 | 0.41% | 14q | HELD |
| Bangor Savings Bank | $3.5M | 8,853 | 0.27% | 32q | -1.0%-$33.8K |
| Everhart Financial Group, Inc. | $3.5M | 8,739 | 0.21% | 14q | +2.2%+$73.9K |
| TITLEIST ASSET MANAGEMENT, LLC | $3.4M | 8,621 | 0.22% | 15q | -2.3%-$82.2K |
| Vann Equity Management LLC | $3.4M | 8,432 | 1.99% | 3q | -0.8%-$25.4K |
| JUNCTURE WEALTH STRATEGIES, LLC | $3.3M | 8,259 | 0.84% | 3q | -2.3%-$77.9K |
| Parrish Capital LLC | $3.1M | 7,903 | 3.06% | 4q | -8.3%-$284.5K |
| BURR FINANCIAL SERVICES, LLC | $3.1M | 7,854 | 1.91% | 12q | +1.3%+$39.7K |
| Montecito Bank & Trust | $3.0M | 7,446 | 0.45% | 25q | -2.4%-$72.3K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.9M | 7,419 | 0.24% | 32q | -23.5%-$907.1K |
| CENTRAL BANK & TRUST CO | $2.9M | 7,188 | 0.41% | 15q | -2.8%-$81.1K |
| Wealth Enhancement Trust Services, Inc. | $2.8M | 7,095 | 0.30% | 4q | -77.3%-$9.6M |
| Oak Grove Capital LLC | $2.8M | 6,950 | 0.12% | new | NEW |
| LAWOOD & CO | $2.7M | 6,709 | 1.84% | 4q | HELD |
| Retireful, LLC | $2.5M | 6,410 | 2.19% | 2q | +375.2%+$2.0M |
| ARGUS INVESTORS' COUNSEL, INC. | $2.4M | 6,162 | 1.90% | 5q | HELD |
| Heartwood Wealth Advisors LLC | $2.4M | 6,039 | 0.19% | 10q | +1.6%+$37.7K |
| Investment Partners Asset Management, Inc. | $2.3M | 5,725 | 1.23% | 11q | -19.3%-$543.5K |
| FINANCIAL MANAGEMENT NETWORK INC | $2.3M | 5,621 | 0.33% | 24q | HELD |
| MFG WEALTH MANAGEMENT, INC. | $2.2M | 5,423 | 1.56% | 2q | -4.4%-$98.5K |
| Barden Capital Management, Inc. | $1.9M | 4,775 | 1.73% | 20q | -6.7%-$135.5K |
| Worth Asset Management, LLC | $1.9M | 4,729 | 0.55% | 2q | -30.0%-$806.5K |
| CoreCap Advisors, LLC | $1.8M | 4,651 | 0.05% | 9q | +19.9%+$306.3K |
| Galvin, Gaustad & Stein, LLC | $1.8M | 4,547 | 0.14% | 15q | -5.4%-$102.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.8M | 4,490 | 0.15% | 14q | -0.5%-$9.5K |
| Whalen Wealth Management Inc. | $1.7M | 4,292 | 0.73% | 2q | -9.0%-$168.9K |
| Bullock Wealth Management Group | $1.7M | 4,296 | 0.71% | 11q | +1.3%+$22.6K |
| VALLEY WEALTH MANAGERS, INC. | $1.7M | 4,187 | 0.09% | 9q | -12.6%-$238.8K |
| Boltwood Capital Management | $1.6M | 4,123 | 0.37% | 18q | +3.0%+$47.7K |
| Apella Capital, LLC | $1.5M | 3,709 | 0.02% | 3q | +3.2%+$47.5K |
| ARGENT CAPITAL MANAGEMENT LLC | $1.4M | 3,624 | 0.05% | 22q | HELD |
| Persium Advisors, LLC | $1.4M | 3,586 | 0.75% | 8q | -63.3%-$2.5M |
| Trinity Financial Advisors LLC | $1.4M | 3,424 | 0.35% | 15q | -5.5%-$79.5K |
| Canandaigua National Trust Co of Florida | $1.4M | 3,401 | 0.75% | new | NEW |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $1.3M | 3,288 | 0.09% | 11q | HELD |
| Wisconsin Wealth Advisors, LLC | $1.3M | 3,226 | 1.08% | 8q | +0.6%+$7.9K |
| Crumly & Associates Inc. | $1.3M | 3,174 | 0.22% | 4q | -13.8%-$201.8K |
| RHODES INVESTMENT ADVISORS INC /ADV | $1.3M | 3,163 | 0.89% | 4q | -44.9%-$1.0M |
| Green Alpha Advisors, LLC | $1.2M | 3,132 | 0.84% | 24q | -24.5%-$403.3K |
| FIRST COMMUNITY TRUST NA | $1.1M | 2,782 | 0.37% | 11q | HELD |
| Eleva Capital SAS | $1.1M | 2,665 | 0.94% | new | NEW |
| Versant Capital Management, Inc | $994.1K | 2,502 | 0.09% | 27q | +32.9%+$245.9K |
| First Heartland Consultants, Inc. | $987.7K | 2,486 | 0.07% | 8q | +28.1%+$216.5K |
| CONGRESS ASSET MANAGEMENT CO | $978.9K | 2,464 | 0.01% | 9q | -6.9%-$73.1K |
| ELEVATION WEALTH PARTNERS, LLC | $914.6K | 2,302 | 0.26% | 15q | +0.9%+$8.3K |
| Elm3 Financial Group, LLC | $914.2K | 2,301 | 0.61% | 8q | -8.6%-$86.2K |
| M.E. ALLISON & CO., INC. | $867.7K | 2,184 | 0.49% | 8q | HELD |
| Sound Income Strategies, LLC | $816.9K | 2,050 | 0.04% | 17q | -7.1%-$62.2K |
| STABLEFORD CAPITAL II LLC | $816.1K | 2,054 | 0.28% | 4q | -2.1%-$17.9K |
| Violich Capital Management, Inc. | $794.6K | 2,000 | 0.09% | 5q | HELD |
| Dale Q Rice Investment Management Ltd | $783.1K | 1,971 | 0.43% | 8q | HELD |
| DLK Investment Management, LLC | $782.3K | 1,969 | 0.28% | 10q | +125.8%+$435.8K |
| Montz Harcus Wealth Management LLC | $740.6K | 1,864 | 0.26% | 3q | +4.0%+$28.2K |
| THRYVE WEALTH MANAGEMENT LLC | $717.5K | 1,806 | 0.40% | 4q | HELD |
| Green Ridge Wealth Planning LLC | $682.2K | 1,717 | 0.27% | 4q | HELD |
| Bill Few Associates, Inc. | $673.4K | 1,695 | 0.14% | 10q | -6.5%-$46.5K |
| TrueWealth Advisors, LLC | $670.7K | 1,688 | 0.15% | 7q | -8.3%-$60.8K |
| HALL LAURIE J TRUSTEE | $669.9K | 1,686 | 0.21% | 30q | -4.2%-$29.4K |
| ARMSTRONG ADVISORY GROUP, INC | $635.3K | 1,599 | 0.04% | 16q | +12.8%+$71.9K |
| Nautilus Advisors LLC | $617.4K | 1,554 | 0.37% | 8q | -1.3%-$8.3K |
| HF Advisory Group, LLC | $572.5K | 1,441 | 0.17% | 10q | HELD |
| Silverleafe Capital Partners, LLC | $572.1K | 1,440 | 0.16% | new | NEW |
| Kaizen Financial Strategies | $568.2K | 1,430 | 0.22% | 11q | HELD |
| Brown Shipley& Co Ltd | $556.2K | 1,400 | 0.27% | 15q | -9.7%-$59.6K |
| Sunburst Financial Group, LLC | $549.9K | 1,384 | 0.09% | 3q | HELD |
| RIVERSEDGE ADVISORS, LLC | $510.5K | 1,285 | 0.06% | 2q | +2.5%+$12.3K |
| Tactive Advisors, LLC | $486.1K | 1,224 | 0.12% | 5q | -14.4%-$81.8K |
Showing the largest 100 of 158 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-22 | Klarich Lee | EVP Chief Product & Tech Ofcr | Sold | 62,904 | $16.3M ×12 |
| 2026-09-24 | Golechha Dipak | EVP, Chief Financial Officer | Sold | 27,500 | $10.8M ×8 |
| 2026-09-17 | GOETZ JAMES J | Director | Sold | 20,000 | $7.5M ×11 |
| 2026-06-12 | GOETZ JAMES J | Director | Sold | 20,000 | $5.6M ×5 |
| 2026-06-12 | Key John P. | Director | Sold | 7,500 | $2.1M |
| 2026-06-23 | Golechha Dipak | EVP, Chief Financial Officer | Sold | 5,000 | $1.4M ×6 |
| 2026-09-14 | Key John P. | Director | Sold | 2,500 | $940.1K |
| 2026-09-14 | Bawa Aparna | Director | Sold | 1,000 | $373.6K |
| 2026-06-01 | Paul Josh D. | Chief Accounting Officer | Sold | 1,100 | $313.6K |
| 2026-07-01 | Paul Josh D. | Chief Accounting Officer | Sold | 900 | $310.5K |
| 2026-07-07 | Thorning-Schmidt Helle | Director | Sold | 700 | $242.8K |
| 2026-06-29 | Bawa Aparna | Director | Sold | 632 | $201.4K ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 152 | $947.0M | 2,380,056 | 18 | 39 | 61 | 0.1% |
| Q2 2026 | 2,944 | $270.4B | 726,027,236 | 568 | 903 | 1,050 | 8.7% |
| Q1 2026 | 2,481 | $112.7B | 658,662,359 | 225 | 1,233 | 715 | 6.4% |
| Q4 2025 | 2,543 | $115.6B | 582,639,031 | 131 | 1,045 | 730 | 7.1% |
| Q3 2025 | 2,457 | $127.8B | 567,628,339 | 212 | 1,187 | 589 | 9.6% |
| Q2 2025 | 2,401 | $119.3B | 533,058,917 | 230 | 998 | 707 | 8.6% |
| Q1 2025 | 2,271 | $96.7B | 516,135,771 | 154 | 1,001 | 688 | 9.1% |
| Q4 2024 | 2,305 | $104.8B | 511,051,573 | 175 | 1,881 | 53 | 11.3% |
| Q3 2024 | 2,076 | $99.8B | 256,395,186 | 163 | 809 | 633 | 12.3% |
| Q2 2024 | 2,026 | $100.2B | 256,149,726 | 244 | 850 | 549 | 13.3% |
| Q1 2024 | 1,916 | $91.6B | 282,151,515 | 224 | 834 | 568 | 12.6% |
| Q4 2023 | 1,861 | $96.0B | 279,453,040 | 218 | 691 | 552 | 14.1% |
| Q3 2023 | 1,647 | $73.3B | 265,292,264 | 156 | 649 | 513 | 14.8% |
| Q2 2023 | 1,609 | $79.5B | 270,050,966 | 216 | 562 | 550 | 13.1% |
| Q1 2023 | 1,482 | $61.0B | 264,937,835 | 215 | 560 | 444 | 13.0% |
| Q4 2022 | 1,381 | $42.3B | 253,275,797 | 127 | 499 | 468 | 16.8% |
| Q3 2022 | 1,356 | $49.8B | 254,162,908 | 121 | 1,187 | 32 | 16.2% |
| Q2 2022 | 1,327 | $51.1B | 87,628,233 | 136 | 494 | 439 | 16.0% |
| Q1 2022 | 1,324 | $64.4B | 87,433,167 | 179 | 454 | 432 | 16.4% |
| Q4 2021 | 1,232 | $59.6B | 83,906,725 | 143 | 392 | 366 | 21.7% |
| Q3 2021 | 1,097 | $47.0B | 85,468,399 | 165 | 372 | 308 | 12.7% |
| Q2 2021 | 990 | $33.6B | 82,078,200 | 98 | 365 | 267 | 9.3% |
| Q1 2021 | 972 | $28.7B | 81,551,266 | 102 | 348 | 306 | 8.5% |
| Q4 2020 | 951 | $32.8B | 82,900,454 | 149 | 299 | 244 | 8.4% |
| Q3 2020 | 829 | $20.5B | 78,868,498 | 102 | 285 | 243 | 5.8% |
| Q2 2020 | 798 | $19.4B | 80,028,959 | 159 | 269 | 221 | 5.1% |
| Q1 2020 | 703 | $13.7B | 79,227,731 | 81 | 234 | 267 | 5.2% |
| Q4 2019 | 810 | $19.6B | 79,971,172 | 86 | 262 | 229 | 5.6% |
| Q3 2019 | 748 | $17.4B | 80,496,237 | 76 | 260 | 232 | 5.6% |
| Q2 2019 | 773 | $17.5B | 78,498,070 | 82 | 313 | 228 | 8.7% |
| Q1 2019 | 826 | $19.5B | 77,162,150 | 132 | 282 | 235 | 4.1% |
| Q4 2018 | 746 | $15.6B | 77,433,797 | 13 | 20 | 8 | 6.3% |