13F

Stock

Palo Alto Networks Inc

PANW · held by 65 managers

Reported value

$12.1B

Holders

65

+2 new · −2 exited

Holders’ est. mark

−$7M

Price effect on 25 books still in the name

Largest holder

$6.26B

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY30.8M$6.26BHeld
BANK OF AMERICA CORP /DE/17.5M$3.56BHeld
BARCLAYS PLC5.8M$1.18B−$4.56MAdded$268M
SCGE MANAGEMENT, L.P.1.89M$383.8MHeld
Employees Provident Fund Board1.69M$345.1M−$1.57MAdded$29.3M
GROUPAMA ASSET MANAGMENT254K$51.7MHeld
Henshaw Capital LLC238.6K$48.6M−$243.3KCut−$243.3K
Swiss Life Asset Management Ltd228.1K$46.4M−$212.4KAdded$3.84M
Sanctuary Advisors, LLC181.8K$37M−$179.1KAdded$1.06M
National Philanthropic Trust113.3K$23.1M−$115.3KCut−$71.4K
OP Asset Management Ltd73.7K$15M−$73.3KAdded$298.1K
PEAK6 LLC58.6K$11.9MNew
INDEPENDENT FINANCIAL GROUP, LLC56.1K$11.4M−$57.2KCut−$136.6K
WORMSER FRERES GESTION54.4K$11.2MHeld
Canal Capital Management, LLC42.3K$8.6MHeld
MIROVA39.9K$8.13MHeld
Leonteq Securities AG38.6K$7.86M−$35KAdded$849.8K
Hudson Bay Capital Management LP31.7K$6.46MHeld
IFP Advisors, Inc28.1K$5.72MHeld
Kentucky Farm Bureau Mutual Insurance Co24.5K$4.98M−$24.9KCut−$4.84M
Allworth Financial LP23.2K$4.72MHeld
Cresset Asset Management, LLC20.3K$4.14M−$20KAdded$120.5K
Cambria Investment Management, L.P.16K$3.26MHeld
AXS Investments LLC13K$2.65MHeld
MIRABELLA FINANCIAL SERVICES LLP11.6K$2.37MHeld
MRP Capital Investments, LLC10.1K$2.08MHeld
Savant Capital, LLC9.6K$1.95M−$9.84KCut−$31.9K
Triumph Capital Management8K$1.63M−$7.87KAdded$48.9K
PETERSON WEALTH MANAGEMENT7.5K$1.53MHeld
Invst, LLC6.05K$1.23MHeld
Essential Partners LLC6K$1.22M−$6.11KCut−$28.8K
Finivi Inc.3.99K$811.6K−$4.07KCut−$5.91K
NWAM LLC3.71K$784.7K$131.8KAdded$105.4K
Boreal Capital Management LLC3.35K$682.1KHeld
Steadtrust LLC3.32K$676.8K−$3.39KCut−$3.39K
Aventura Private Wealth, LLC3.23K$656.9K−$1.99KAdded$257.2K
Saranac Partners Ltd3.19K$649.8K−$2.99KAdded$50.8K
Keel Point, LLC2.69K$547.7KHeld
Wealthspire Retirement, LLC2.57K$524.1KHeld
Pine Valley Investments Ltd Liability Co2.3K$468.9K−$1.81KAdded$106.9K
Virtue Capital Management, LLC1.71K$421.8KHeld
Millennium Capital Advisors, LLC2.03K$413.1K−$1.66KAdded$80.8K
Garde Capital, Inc.1.71K$347.4KHeld
Peck Wealth Management, LLC1.6K$325.8KHeld
AIA Group Ltd1.57K$320.1KHeld
AllSquare Wealth Management LLC1.55K$315.6KHeld
Wall Street Financial Group, Inc.1.14K$232.3KNew
Strategic Investment Advisors / MI1.05K$214.8KHeld
Narus Financial Partners, LLC1K$204KHeld
Medallion Wealth Advisors, LLC728$148.2K$3.46KAdded$3.46K
MV CAPITAL MANAGEMENT, INC.662$134.8KHeld
Cape Investment Advisory, Inc.308$62.7KHeld
Strategic Investment Solutions, Inc. /IL249$50.7KHeld
KBC Group NV205.8K$41.9KHeld
Painted Porch Advisors LLC152$30.9KHeld
NWI MANAGEMENT LP110K$22.4K−$112Cut−$112
EVOLUTION WEALTH MANAGEMENT INC.104$21.2KHeld
Kilter Group LLC87$17.7KHeld
Prestige Wealth Management Group LLC67$13.6K−$60Added$1.36K
Principia Wealth Advisory, LLC36$7.33KHeld
Clark Wealth Partners37$6.82K−$757Cut−$757
NEW MEXICO EDUCATIONAL RETIREMENT BOARD29.9K$6.09KHeld
ADVISORS MANAGEMENT GROUP INC /ADV23.9K$4.87KHeld
WFA of San Diego, LLC8$1.63KHeld
Lipe & Dalton2K$407Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.