PANW

Palo Alto Networks Inc$382.85 12.83%
Information TechnologyUSCUSIP 697435105· EOD Aug 27, 2026◍ Confluence graph
Tracked 13F Holders
2565
+5 QoQ
13F Value (tracked)
$118.9B
Insider Net · 180d
-$18.7M
1↑ 7↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)22 adding · 18 trimming
Insider net (180d)-$18.7M

Price & smart-money activity

$382.85 12.83%5Y +396.6%
$40.78$136.17$231.55$326.93$422.3120212022202320242025202621691543393016019221216422018622717123317410932432032701902731918906155840459239072338171754332883660933574059334
Hover for who · click for detailEnd-of-day closing prices52w $141.67 – $396.00

Who owns PANW?

2565 tracked 13F filers

2565 tracked 13F filers disclose a position in PANW as of the latest SEC 13F filings, a combined $118.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
17 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$11.6B
72.4M
+22%
Added · +12.9M sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$8.5B
52.8M
First observed position
No prior filed position
Q1 2026
3STATE STREET CORP
$12.6B
37.0M
+4.2%
Added · +1.5M sh
Q2 2026
4MORGAN STANLEY
$5.2B
32.3M
+6.1%
Added · +1.9M sh
Q1 2026
5BANK OF AMERICA CORP /DE/
$3.6B
22.5M
+16%
Added · +3.1M sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$6.7B
19.6M
+1.5%
Added · +292K sh
Q2 2026
7VANGUARD PORTFOLIO MANAGEMENT LLC
$3.1B
19.6M
First observed position
No prior filed position
Q1 2026
8JPMORGAN CHASE & CO
$2.1B
13.5M
+17%
Added · +2.0M sh
Q1 2026
9NORTHERN TRUST CORP
$1.4B
8.7M
+15%
Added · +1.2M sh
Q1 2026
10UBS Group AG
$1.3B
8.3M
−6.6%
Reduced · −581K sh
Q1 2026
11FMR LLC
$1.3B
8.1M
−0.4%
Reduced · −34K sh
Q1 2026
12UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$1.3B
8.1M
+32%
Added · +2.0M sh
Q1 2026
13Nuveen, LLC
$1.3B
8.0M
+11%
Added · +776K sh
Q1 2026
14NORGES BANK
$1.4B
7.7M
+133%
Added · +4.4M sh
Q4 2025
15ROYAL BANK OF CANADA
$1.2B
7.6M
−0.6%
Reduced · −45K sh
Q1 2026
16AMERIPRISE FINANCIAL INC
$1.0B
6.5M
+23%
Added · +1.2M sh
Q1 2026
17FIRST TRUST ADVISORS LP
$1.0B
6.5M
+4.4%
Added · +273K sh
Q1 2026
18Amundi
$1.0B
6.3M
+67%
Added · +2.5M sh
Q1 2026
19Legal & General Group Plc
$1.0B
6.3M
+15%
Added · +838K sh
Q1 2026
20GOLDMAN SACHS GROUP INC
$999.6M
6.2M
+36%
Added · +1.6M sh
Q1 2026
21WELLS FARGO & COMPANY/MN
$981.0M
6.1M
+7.0%
Added · +398K sh
Q1 2026
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$953.6M
5.9M
+21%
Added · +1.0M sh
Q1 2026
23Clearbridge Investments, LLC
$787.3M
4.9M
−12%
Reduced · −691K sh
Q1 2026
24Pictet Asset Management Holding SA
$770.5M
4.8M
+10%
Added · +453K sh
Q1 2026
25VANGUARD FIDUCIARY TRUST CO
$748.2M
4.7M
First observed position
No prior filed position
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PANW being bought or sold by institutions?

Last quarter, 1 fund opened a new position in PANW and 21 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
21
funds
Reduced
18
funds
Exited
0
funds

Funds that own PANW also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA1668 funds$563.4B
MICROSOFT CORPMSFT1666 funds$384.8B
AMAZON.COM INCAMZN1652 funds$296.0B
APPLE INCAAPL1649 funds$433.7B
ALPHABET INC-CL AGOOGL1632 funds$266.6B
META PLATFORMS INC-CLASS AMETA1582 funds$160.4B
BROADCOM INCAVGO1581 funds$220.7B
JPMORGAN CHASE & COJPM1571 funds$101.2B
ELI LILLY & COLLY1552 funds$126.0B
ALPHABET INC-CL CGOOG1550 funds$178.2B
VISA INC-CLASS A SHARESV1508 funds$94.2B
WALMART INCWMT1478 funds$54.6B

Ranked by how many of PANW's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$10.0M
1 insiders
Sells · 180d
$28.7M
7 insiders
Net
-$18.7M
43 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 25, 2026Paul Josh D.Chief Accounting OfficerSell (S)900$318K
Jul 7, 2026Thorning-Schmidt HelleDirectorSell (S)700$243K
Jul 1, 2026Bawa AparnaDirectorSell (S)290$101K
Jul 1, 2026Paul Josh D.Chief Accounting OfficerSell (S)900$311K
Jun 29, 2026Bawa AparnaDirectorSell (S)327$101K
Jun 29, 2026Bawa AparnaDirectorSell (S)305$100K
Jun 23, 2026Golechha DipakEVP, Chief Financial OfficerSell (S)300$85K
Jun 23, 2026Golechha DipakEVP, Chief Financial OfficerSell (S)200$57K
Jun 23, 2026Golechha DipakEVP, Chief Financial OfficerSell (S)1K$376K
Jun 23, 2026Golechha DipakEVP, Chief Financial OfficerSell (S)2K$609K
Jun 23, 2026Golechha DipakEVP, Chief Financial OfficerSell (S)886$258K
Jun 23, 2026Golechha DipakEVP, Chief Financial OfficerSell (S)214$62K

Institutional ownership over time

2104 funds+763 since Q3 2024
010642127Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $44.3B · 16 values withheld

Recent filings

15 shown

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Ask your agent what changed in PANW

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PANW/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PANW.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PANW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.