Who holds PANWticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

PALO ALTO NETWORKS INC · COM · quarter ended 2026-03-31 · 28 members disclosed PANW ↗

2,015

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$90.1B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,217

addsholders whose share count rose or who opened the position (new + add), by shares

294

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of PANW ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$11.6B	72,431,433	+12,868,452	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$8.5B	52,765,656	—	no prior
3	STATE STREET CORP	$5.7B	35,486,318	+5,154,613	add
4	MORGAN STANLEY	$5.2B	32,318,958	+1,855,974	add
5	BANK OF AMERICA CORP /DE/	$3.6B	22,476,753	+3,101,267	add
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.1B	19,601,462	—	no prior
7	GEODE CAPITAL MANAGEMENT, LLC	$3.1B	19,323,515	+3,334,258	add
8	NORTHERN TRUST CORP	$1.4B	8,680,485	+1,159,438	add
9	UBS Group AG	$1.3B	8,255,352	−581,224	trim
10	FMR LLC	$1.3B	8,104,790	−33,883	trim
11	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.3B	8,072,960	+1,969,661	add
12	Nuveen, LLC	$1.3B	7,994,923	+775,718	add
13	ROYAL BANK OF CANADA	$1.2B	7,556,488	−45,248	trim
14	Invesco Ltd.	$1.1B	6,802,465	+953,374	add
15	AMERIPRISE FINANCIAL INC	$1.0B	6,500,951	+1,222,122	add
16	FIRST TRUST ADVISORS LP	$1.0B	6,466,118	+273,103	add
17	Amundi	$1.0B	6,297,833	+2,528,299	add
18	Legal & General Group Plc	$1.0B	6,251,637	+837,924	add
19	WELLS FARGO & COMPANY/MN	$981M	6,118,822	+397,954	add
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$954M	5,948,108	+1,020,077	add
21	Clearbridge Investments, LLC	$787M	4,910,797	−690,828	trim
22	Pictet Asset Management Holding SA	$770M	4,809,361	+452,744	add
23	VANGUARD FIDUCIARY TRUST CO	$748M	4,667,011	—	no prior
24	Bank of New York Mellon Corp	$741M	4,623,890	+565,857	add
25	DEUTSCHE BANK AG\	$729M	4,548,713	+990,809	add
26	BARCLAYS PLC	$612M	3,819,286	−276,696	trim
27	BNP Paribas Asset Management Holding S.A.	$525M	3,276,704	+473,093	add
28	BANK OF MONTREAL /CAN/	$479M	2,987,173	−57,145	trim
29	FRANKLIN RESOURCES INC	$442M	2,759,034	−221,254	trim
30	Swedbank AB	$439M	2,739,952	−81,003	trim
31	SCHRODER INVESTMENT MANAGEMENT GROUP	$382M	2,379,617	+99,604	add
32	Swiss National Bank	$380M	2,371,615	+516,715	add
33	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$369M	2,300,303	−1,543,811	trim
34	RAYMOND JAMES FINANCIAL INC	$367M	2,286,540	−35,595	trim
35	Sumitomo Mitsui Trust Group, Inc.	$360M	2,248,434	+171,808	add
36	CITIGROUP INC	$360M	2,248,235	+448,970	add
37	STIFEL FINANCIAL CORP	$347M	2,166,129	+14,727	add
38	National Pension Service	$345M	2,151,333	+2,151,333	new
39	NORDEA INVESTMENT MANAGEMENT AB	$338M	2,148,128	−357,766	trim
40	LAZARD ASSET MANAGEMENT LLC	$332M	2,073,481	+939,344	add
41	VOYA INVESTMENT MANAGEMENT LLC	$330M	2,058,190	+346,453	add
42	Capital Research Global Investors	$314M	1,961,199	−35,336	trim
43	Mitsubishi UFJ Asset Management Co., Ltd.	$314M	1,960,781	+414,999	add
44	Employees Provident Fund Board	$302M	1,884,458	+356,000	add
45	CITADEL ADVISORS LLC	$292M	1,823,683	−1,443,160	trim
46	Vanguard Global Advisers, LLC	$283M	1,767,009	—	no prior
47	LPL Financial LLC	$281M	1,750,681	−124,288	trim
48	BROWN ADVISORY INC	$280M	1,747,857	+1,606,733	add
49	WELLINGTON MANAGEMENT GROUP LLP	$264M	1,644,745	+1,008,113	add
50	HSBC HOLDINGS PLC	$259M	1,616,065	−1,296,235	trim
51	Mirova US LLC	$257M	1,602,712	−65,125	trim
52	ABN AMRO Bank N.V.	$256M	1,579,806	−149,339	trim
53	FIFTH THIRD BANCORP	$247M	1,542,415	+149,111	add
54	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$231M	1,441,498	−265,644	trim
55	VANGUARD ASSET MANAGEMENT, Ltd	$223M	1,393,476	—	no prior
56	US BANCORP \DE\	$220M	1,373,156	+2,090	add
57	AQR CAPITAL MANAGEMENT LLC	$218M	1,383,700	−1,191,051	trim
58	BLAIR WILLIAM & CO/IL	$209M	1,304,858	+54,486	add
59	CIBC Bancorp USA Inc.	$208M	1,293,881	—	no prior
60	DIMENSIONAL FUND ADVISORS LP	$206M	1,284,634	+115,967	add
61	PRINCIPAL FINANCIAL GROUP INC	$204M	1,273,637	+50,792	add
62	Vident Advisory, LLC	$201M	1,255,734	+516,106	add
63	NATIONAL BANK OF CANADA /FI/	$199M	1,239,268	+264,864	add
64	AMERICAN CENTURY COMPANIES INC	$192M	1,199,019	−107,282	trim
65	Candriam S.C.A.	$192M	1,198,697	+125,478	add
66	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$192M	1,199,637	+437,503	add
67	Robeco Institutional Asset Management B.V.	$190M	1,184,476	+476,594	add
68	Holocene Advisors, LP	$190M	1,184,439	+940,705	add
69	ProShare Advisors LLC	$190M	1,182,696	−53,948	trim
70	VICTORY CAPITAL MANAGEMENT INC	$185M	1,153,523	+8,118	add
71	Compagnie Lombard Odier SCmA	$184M	1,148,435	+139,501	add
72	ALLIANCEBERNSTEIN L.P.	$183M	996,173	−652,770	trim
73	Universal- Beteiligungs- und Servicegesellschaft mbH	$182M	1,136,004	+138,136	add
74	STOREBRAND ASSET MANAGEMENT AS	$179M	1,117,478	—	no prior
75	ENVESTNET ASSET MANAGEMENT INC	$174M	1,082,245	+117,994	add
76	Quilter Plc	$167M	1,040,977	+102,705	add
77	Cerity Partners LLC	$166M	1,035,004	+85,818	add
78	PRIMECAP MANAGEMENT CO/CA/	$166M	1,034,166	+65,386	add
79	Rockefeller Capital Management L.P.	$162M	1,011,857	+29,224	add
80	Railway Pension Investments Ltd	$158M	982,856	−62,900	trim
81	NEW YORK STATE COMMON RETIREMENT FUND	$149M	927,892	+151,800	add
82	Eurizon Capital SGR S.p.A.	$146M	914,102	+20,553	add
83	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$142M	883,419	+246,421	add
84	HighTower Advisors, LLC	$141M	877,060	+192,588	add
85	OMERS ADMINISTRATION Corp	$139M	867,264	+8,405	add
86	Zurcher Kantonalbank (Zurich Cantonalbank)	$139M	864,107	+864,107	new
87	Corient Private Wealth LLC	$136M	804,278	−2,008,357	trim
88	Bank Julius Baer & Co. Ltd, Zurich	$135M	847,222	−39,506	trim
89	KING LUTHER CAPITAL MANAGEMENT CORP	$135M	839,336	+20,495	add
90	ADAGE CAPITAL PARTNERS GP, L.L.C.	$134M	838,900	+590,124	add
91	DANSKE BANK A/S	$122M	760,517	−18,184	trim
92	Korea Investment CORP	$122M	759,303	+77,131	add
93	Altshuler Shaham Ltd	$122M	758,781	+756,107	add
94	Janus Henderson Group Ltd.	$117M	731,857	−6,576	trim
95	DAVIS R M INC	$112M	699,810	+7,862	add
96	SCOTIA CAPITAL INC.	$109M	677,820	+190,368	add
97	Ensign Peak Advisors, Inc	$107M	666,969	+65,380	add
98	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$107M	664,818	+77,870	add
99	WESTFIELD CAPITAL MANAGEMENT CO LP	$102M	636,483	+188,023	add
100	Aberdeen Group plc	$101M	631,997	+30,222	add
101	Focus Partners Wealth	$101M	631,497	+66,012	add
102	AMERICAN CAPITAL MANAGEMENT INC	$100M	624,084	+624,084	new
103	Mariner, LLC	$98.4M	614,174	−95,511	trim
104	CREDIT AGRICOLE S A	$98.0M	611,495	−36,360	trim
105	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$97.8M	609,927	+605,140	add
106	FEDERATED HERMES, INC.	$96.6M	602,588	−427,927	trim
107	AVIVA PLC	$94.7M	590,791	+21,987	add
108	COMMERCE BANK	$93.8M	585,099	+92,251	add
109	Y.D. More Investments Ltd	$90.3M	563,353	+485,464	add
110	Atreides Management, LP	$90.1M	561,797	+561,797	new
111	NEOS Investment Management LLC	$89.8M	560,105	+192,641	add
112	SEB Asset Management AB	$89.4M	557,704	—	no prior
113	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$88.4M	551,452	+54,485	add
114	TD Waterhouse Canada Inc.	$87.3M	543,664	+42,364	add
115	TD ASSET MANAGEMENT INC	$86.8M	541,434	+142,931	add
116	TRUIST FINANCIAL CORP	$86.5M	539,857	−254,046	trim
117	GROUPAMA ASSET MANAGMENT	$86.3M	538,549	+297,670	add
118	MAIRS & POWER INC	$85.4M	532,679	+312,032	add
119	Anomaly Capital Management, LP	$85.0M	530,389	−160,648	trim
120	BOWEN HANES & CO INC	$84.1M	524,331	+18,675	add
121	Federation des caisses Desjardins du Quebec	$83.8M	522,956	+106,828	add
122	DAVENPORT & Co LLC	$83.7M	526,158	−10,746	trim
123	BALYASNY ASSET MANAGEMENT L.P.	$82.2M	512,832	+448,678	add
124	Lansforsakringar Fondforvaltning AB (publ)	$81.4M	507,550	+94,117	add
125	TREMBLANT CAPITAL GROUP	$80.9M	504,694	+478,186	add
126	CANADA PENSION PLAN INVESTMENT BOARD	$80.1M	499,505	−473,895	trim
127	NOMURA ASSET MANAGEMENT CO LTD	$80.0M	499,031	+78,759	add
128	NewEdge Advisors, LLC	$79.7M	496,994	+496,994	new
129	APG Asset Management N.V.	$79.0M	567,684	+86,589	add
130	Baird Financial Group, Inc.	$78.1M	487,293	+487,293	new
131	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$76.6M	477,919	−362,238	trim
132	STATE OF WISCONSIN INVESTMENT BOARD	$75.5M	470,849	+100,935	add
133	Mirae Asset Global Investments Co., Ltd.	$75.5M	470,744	+34,337	add
134	Assenagon Asset Management S.A.	$74.7M	465,845	+417,911	add
135	Temasek Holdings (Private) Ltd	$74.4M	464,118	+464,118	new
136	SOMA EQUITY PARTNERS LP	$74.2M	463,129	+463,129	new
137	COMMONWEALTH EQUITY SERVICES, LLC	$72.2M	450,103	−46,959	trim
138	CI INVESTMENTS INC.	$71.6M	446,374	+379,556	add
139	Cetera Investment Advisers	$69.2M	431,878	+15,870	add
140	Steward Partners Investment Advisory, LLC	$68.2M	425,478	+16,087	add
141	Quantinno Capital Management LP	$67.8M	422,604	−70,760	trim
142	Asset Management One Co., Ltd.	$67.6M	421,551	+72,278	add
143	OFI INVEST ASSET MANAGEMENT	$67.3M	482,616	+200,484	add
144	CIBC Asset Management Inc	$65.2M	406,756	+42,399	add
145	Vontobel Holding Ltd.	$65.2M	406,430	+38,598	add
146	BARTLETT & CO. WEALTH MANAGEMENT LLC	$64.8M	350,887	+86,244	add
147	Creative Planning	$64.7M	403,778	+132,908	add
148	Vanguard Investments Australia, Ltd.	$64.5M	402,616	—	no prior
149	Chevy Chase Trust Holdings, LLC	$64.0M	399,064	+51,556	add
150	ROYAL LONDON ASSET MANAGEMENT LTD	$61.3M	382,331	+54,233	add
151	PRUDENTIAL FINANCIAL INC	$60.6M	377,995	+49,326	add
152	OSAIC HOLDINGS, INC.	$60.2M	375,307	−79,276	trim
153	Champlain Investment Partners, LLC	$60.1M	374,690	−44,025	trim
154	ABN AMRO INVESTMENT SOLUTIONS	$60.0M	374,445	+190,180	add
155	Mitsubishi UFJ Trust & Banking Corp	$59.8M	372,950	+32,741	add
156	Advisors Capital Management, LLC	$59.3M	370,055	+12,984	add
157	PFA Pension, Forsikringsaktieselskab	$58.6M	365,421	+365,421	new
158	Stony Point Capital LLC	$57.5M	358,780	−1,169	trim
159	KLP KAPITALFORVALTNING AS	$57.1M	356,116	+65,974	add
160	CAPITAL ADVISORS INC/OK	$56.7M	353,810	+11,805	add
161	NICHOLAS COMPANY, INC.	$55.2M	344,380	+120,730	add
162	TRILLIUM ASSET MANAGEMENT, LLC	$52.9M	353,248	+60,735	add
163	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$52.3M	326,158	+85,670	add
164	Migdal Insurance & Financial Holdings Ltd.	$51.9M	323,730	+323,730	new
165	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$51.8M	323,335	+49,985	add
166	MOGY JOEL R INVESTMENT COUNSEL INC	$49.5M	308,786	−1,893	trim
167	SEI INVESTMENTS CO	$49.0M	305,444	+115,770	add
168	WELCH & FORBES LLC	$48.2M	300,564	+66,141	add
169	Life Cycle Investment Partners Ltd	$47.5M	296,407	+99,669	add
170	Union Bancaire Privee, UBP SA	$47.1M	335,609	+53,913	add
171	Swiss Life Asset Management Ltd	$46.6M	290,840	+40,705	add
172	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$46.4M	289,533	+22,026	add
173	Lido Advisors, LLC	$45.4M	282,970	−26,660	trim
174	Triodos Investment Management BV	$45.3M	282,500	+62,900	add
175	State of New Jersey Common Pension Fund D	$44.4M	276,699	+47,543	add
176	GUGGENHEIM CAPITAL LLC	$44.1M	275,083	−16,230	trim
177	&PARTNERS	$44.1M	274,839	+73,240	add
178	CADIAN CAPITAL MANAGEMENT, LP	$44.0M	274,500	+274,500	new
179	CIBC WORLD MARKET INC.	$43.1M	268,847	+38,893	add
180	AMI ASSET MANAGEMENT CORP	$43.1M	268,754	+75,816	add
181	Rafferty Asset Management, LLC	$43.0M	268,303	−16,180	trim
182	Sandhill Capital Partners LLC	$42.4M	264,469	−136,364	trim
183	Calamos Advisors LLC	$42.4M	264,178	+64,925	add
184	NATIXIS	$42.2M	263,233	+142,621	add
185	LGT CAPITAL PARTNERS LTD.	$41.8M	260,888	+38,955	add
186	TORONTO DOMINION BANK	$41.7M	260,092	−99,035	trim
187	Fisher Asset Management, LLC	$41.1M	256,661	+249,534	add
188	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$41.0M	255,498	+99,973	add
189	Resona Asset Management Co.,Ltd.	$40.8M	256,171	+40,694	add
190	EVENTIDE ASSET MANAGEMENT, LLC	$40.4M	252,151	+106,260	add
191	Groupe la Francaise	$40.0M	256,415	+50,952	add
192	Banque Transatlantique SA	$39.9M	246,286	−93,799	trim
193	Beacon Pointe Advisors, LLC	$39.7M	247,635	+53,787	add
194	MACKENZIE FINANCIAL CORP	$39.6M	246,800	+54,617	add
195	MML INVESTORS SERVICES, LLC	$39.0M	243,204	−9,691	trim
196	Henshaw Capital LLC	$38.2M	238,550	—	no prior
197	E. Ohman J:or Asset Management AB	$38.2M	238,216	−979	trim
198	TOCQUEVILLE ASSET MANAGEMENT L.P.	$37.7M	234,994	+44,554	add
199	MetLife Investment Management, LLC	$37.6M	234,680	+38,537	add
200	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$37.4M	370,373	−90,177	trim
201	Phoenix Financial Ltd.	$37.0M	230,732	−23,933	trim
202	EASTERN BANK	$36.4M	226,843	−19,602	trim
203	NISSAY ASSET MANAGEMENT CORP /JAPAN	$36.2M	225,763	+40,129	add
204	Atlantic Union Bankshares Corp	$36.2M	225,513	+44,963	add
205	XPONANCE LLC	$35.8M	223,232	+49,293	add
206	PANAGORA ASSET MANAGEMENT INC	$35.6M	222,077	−136,550	trim
207	Daiwa Securities Group Inc.	$35.6M	222,019	+42,705	add
208	Empowered Funds, LLC	$35.5M	221,478	+221,478	new
209	Arizona State Retirement System	$35.5M	221,398	+30,694	add
210	Czech National Bank	$35.3M	220,076	+39,721	add
211	LGT Group Foundation	$35.2M	219,671	−10,988	trim
212	GLENMEDE TRUST CO NA	$34.9M	217,986	+7,128	add
213	Howard Capital Management Group, LLC	$34.6M	216,117	+6,497	add
214	AVITY INVESTMENT MANAGEMENT INC.	$33.9M	211,436	+23,614	add
215	PARK NATIONAL CORP /OH/	$33.9M	211,402	+2,819	add
216	STATE OF MICHIGAN RETIREMENT SYSTEM	$33.8M	211,100	+32,000	add
217	MILLENNIUM MANAGEMENT LLC	$33.8M	210,927	+136,204	add
218	AGF MANAGEMENT LTD	$33.0M	205,806	+135,024	add
219	Tredje AP-fonden	$32.1M	200,438	+24,831	add
220	EP Wealth Advisors, LLC	$32.0M	199,494	+20,442	add
221	Covea Finance	$31.7M	197,900	+26,000	add
222	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$31.7M	197,529	+178,401	add
223	MayTech Global Investments, LLC	$31.6M	196,965	+3,738	add
224	Randolph Co Inc	$31.6M	196,925	+112,627	add
225	Chesley Taft & Associates LLC	$30.9M	192,539	+1,073	add
226	Sanctuary Advisors, LLC	$30.7M	191,337	−2,719	trim
227	DIVERSIFY WEALTH MANAGEMENT, LLC	$30.2M	166,626	+112,445	add
228	Sequoia Financial Advisors, LLC	$30.2M	188,521	−32,620	trim
229	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$30.2M	188,235	+29,137	add
230	Curi Capital, LLC	$30.2M	188,198	−28,892	trim
231	Verition Fund Management LLC	$29.9M	186,448	+55,210	add
232	Quintet Private Bank (Europe) S.A.	$29.4M	183,587	−16,052	trim
233	Allianz Asset Management GmbH	$29.3M	182,807	−115,508	trim
234	LBP AM SA	$29.0M	180,949	−123,086	trim
235	Gradient Investments LLC	$28.8M	179,381	+6,453	add
236	DnB Asset Management AS	$28.4M	177,088	+36,540	add
237	Badgley Phelps Wealth Managers, LLC	$28.0M	174,550	+2,189	add
238	NOMURA HOLDINGS INC	$27.9M	174,133	+74,561	add
239	Retirement Systems of Alabama	$27.5M	171,617	+26,110	add
240	MERCER GLOBAL ADVISORS INC /ADV	$27.2M	169,656	−4,570	trim
241	Harvest Portfolios Group Inc.	$26.7M	166,446	+37,103	add
242	IFM Investors Pty Ltd	$26.5M	165,229	+29,173	add
243	Squarepoint Ops LLC	$26.4M	164,581	+141,853	add
244	MENORA MIVTACHIM HOLDINGS LTD.	$26.3M	163,900	+163,900	new
245	Rakuten Investment Management, Inc.	$26.0M	168,316	+41,018	add
246	Pinnacle Financial Partners, Inc.	$25.9M	161,599	−2,270	trim
247	SANDS CAPITAL MANAGEMENT, LLC	$25.8M	161,078	−1,885	trim
248	HANCOCK WHITNEY CORP	$25.8M	143,877	+143,877	new
249	Alta Park Capital, LP	$25.7M	160,554	+17,415	add
250	M&T BANK CORP	$25.7M	160,044	+14,253	add
251	Kestra Advisory Services, LLC	$25.2M	157,284	+15,212	add
252	TEACHER RETIREMENT SYSTEM OF TEXAS	$25.1M	156,779	+35,009	add
253	Brookstone Capital Management	$24.7M	154,065	+68,519	add
254	BEACON INVESTMENT ADVISORY SERVICES, INC.	$24.7M	153,949	−13,246	trim
255	OP Asset Management Ltd	$24.3M	151,855	—	no prior
256	NORTHEAST INVESTMENT MANAGEMENT	$24.3M	151,363	−5,828	trim
257	Tidal Investments LLC	$24.0M	150,034	−424,162	trim
258	SEGALL BRYANT & HAMILL, LLC	$23.9M	149,277	+19,164	add
259	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$23.9M	148,939	+31,523	add
260	Delta Global Management LP	$23.9M	148,896	+148,896	new
261	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$23.9M	148,895	+28,787	add
262	NIXON PEABODY TRUST CO	$23.3M	145,434	+32,512	add
263	SHELTON CAPITAL MANAGEMENT	$23.3M	145,272	−12,195	trim
264	PUBLIC SECTOR PENSION INVESTMENT BOARD	$23.2M	144,589	+42,625	add
265	NorthCrest Asset Manangement, LLC	$23.1M	141,467	+47,837	add
266	Zurich Insurance Group Ltd/FI	$22.7M	141,554	+141,554	new
267	MARCO INVESTMENT MANAGEMENT LLC	$22.6M	140,880	+2,375	add
268	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$22.6M	140,725	+32,501	add
269	ING GROEP NV	$22.3M	139,015	+130,301	add
270	Equitable Holdings, Inc.	$22.2M	123,366	+64,540	add
271	Private Capital Advisors, Inc.	$22.2M	138,449	+491	add
272	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$22.0M	138,048	+16,797	add
273	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$22.0M	137,226	+1,239	add
274	UniSuper Management Pty Ltd	$21.7M	135,606	+12,736	add
275	USS Investment Management Ltd	$21.7M	135,448	+25,443	add
276	JIA INVESTMENT ALLIANCE PTE. LTD.	$21.7M	135,200	0	no change
277	Clearstead Advisors, LLC	$21.6M	134,464	+12,536	add
278	D. E. Shaw & Co., Inc.	$21.4M	133,240	−39,646	trim
279	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$20.9M	130,453	−6,395	trim
280	Utah Retirement Systems	$20.9M	130,056	+20,749	add
281	OPPENHEIMER & CO INC	$20.7M	129,033	+4,817	add
282	Apollon Wealth Management, LLC	$20.7M	128,813	+30,973	add
283	F/m Investments LLC	$20.5M	127,813	−47,230	trim
284	UMB Bank, n.a.	$20.5M	127,587	+33,514	add
285	MAI Capital Management	$20.4M	127,541	+6,212	add
286	CWM, LLC	$20.4M	127,517	−39,108	trim
287	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$20.3M	126,509	+25,320	add
288	BANK OF NOVA SCOTIA	$20.2M	126,194	−158,233	trim
289	Waverly Advisors, LLC	$20.2M	126,130	+25,343	add
290	Optiver Holding B.V.	$20.0M	124,886	+59,190	add
291	ZACKS INVESTMENT MANAGEMENT	$19.8M	123,580	−3,493	trim
292	DAYMARK WEALTH PARTNERS, LLC	$19.2M	119,579	+80,069	add
293	Man Group plc	$19.1M	119,166	−44,426	trim
294	BRAUN STACEY ASSOCIATES INC	$18.8M	117,088	−4,798	trim
295	ADAMS DIVERSIFIED EQUITY FUND, INC.	$18.6M	116,200	0	no change
296	BAILARD, INC.	$18.6M	115,814	+9,789	add
297	Varma Mutual Pension Insurance Co	$18.5M	115,176	0	no change
298	Advisors Asset Management, Inc.	$18.4M	114,746	+15,797	add
299	National Philanthropic Trust	$18.2M	113,437	—	no prior
300	FOUNDATIONS INVESTMENT ADVISORS, LLC	$18.1M	113,185	+16,056	add
301	Sumitomo Mitsui DS Asset Management Company, Ltd	$18.1M	112,891	+18,166	add
302	PRUDENTIAL PLC	$18.1M	112,885	+5,011	add
303	Vanguard Personalized Indexing Management, LLC	$18.0M	112,259	+16,426	add
304	EDMOND DE ROTHSCHILD HOLDING S.A.	$17.8M	110,852	+31,868	add
305	Avalon Trust Co	$17.7M	110,635	+39,657	add
306	Meridiem Capital Partners LP	$17.5M	108,952	+108,952	new
307	Clarity Financial LLC	$17.2M	107,504	−23,125	trim
308	NISA INVESTMENT ADVISORS, LLC	$17.2M	107,170	−4,805	trim
309	DNCA FINANCE	$17.1M	106,648	−6,452	trim
310	United Asset Strategies, Inc.	$17.1M	106,434	+9,296	add
311	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$17.0M	105,844	+105,844	new
312	Oribel Capital Management, LP	$16.9M	105,200	−3,000	trim
313	Intesa Sanpaolo S.p.A.	$16.8M	104,809	+6,668	add
314	CAPSTONE INVESTMENT ADVISORS, LLC	$16.6M	103,791	+77,841	add
315	PICTON MAHONEY ASSET MANAGEMENT	$16.6M	103,254	+17,507	add
316	Private Advisor Group, LLC	$16.4M	102,581	+12,622	add
317	Pathstone Holdings, LLC	$16.4M	102,356	+20,922	add
318	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$16.2M	101,351	+101,351	new
319	MIDDLETON & CO INC/MA	$16.2M	101,264	+4,155	add
320	Iron Gate Global Advisors LLC	$15.9M	99,354	+16,637	add
321	Geneos Wealth Management Inc.	$15.8M	98,714	+11,562	add
322	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$15.8M	98,516	+19,841	add
323	FLPUTNAM INVESTMENT MANAGEMENT CO	$15.8M	98,462	−71,834	trim
324	EAGLE GLOBAL ADVISORS LLC	$15.8M	98,437	+29,617	add
325	CONNORS INVESTOR SERVICES INC	$15.7M	97,801	+3,326	add
326	Allspring Global Investments Holdings, LLC	$15.7M	97,527	+4,842	add
327	CROSSLINK CAPITAL INC	$15.7M	97,689	−33,089	trim
328	Bank Pictet & Cie (Europe) AG	$15.5M	96,962	+6,914	add
329	SAPIENT CAPITAL LLC	$15.5M	96,908	−32,507	trim
330	IEQ CAPITAL, LLC	$15.5M	96,699	−108,011	trim
331	Banco Santander, S.A.	$15.4M	96,070	−29,132	trim
332	BLB&B Advisors, LLC	$15.3M	95,578	+2,846	add
333	FARMERS & MERCHANTS INVESTMENTS INC	$15.3M	95,296	+2,318	add
334	PEAK6 LLC	$15.3M	95,294	−63,962	trim
335	PITTENGER & ANDERSON INC	$15.3M	95,154	−11,276	trim
336	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$15.2M	94,930	−194,298	trim
337	ASSETMARK, INC	$14.9M	93,073	+4,195	add
338	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$14.8M	92,525	+14,179	add
339	Andra AP-fonden	$14.8M	92,040	−12,400	trim
340	Fiera Capital Corp	$14.7M	91,598	+5,154	add
341	KESTRA PRIVATE WEALTH SERVICES, LLC	$14.7M	91,496	+1,718	add
342	Ethic Inc.	$14.6M	91,331	+18,888	add
343	Walleye Trading LLC	$14.6M	91,218	+34,464	add
344	Harvey Partners, LLC	$14.6M	91,000	+91,000	new
345	Investment Management Corp of Ontario	$14.4M	89,645	+6,726	add
346	Midwest Trust Co	$14.4M	89,601	+1,405	add
347	Concurrent Investment Advisors, LLC	$14.1M	88,161	+10,723	add
348	Integrated Advisors Network LLC	$14.1M	87,716	−1,239	trim
349	Woodline Partners LP	$13.8M	86,167	+41,706	add
350	Telos Capital Management, Inc.	$13.8M	86,030	+6,390	add
351	QRG CAPITAL MANAGEMENT, INC.	$13.8M	85,840	+11,888	add
352	Wallington Asset Management, LLC	$13.8M	85,790	−1,288	trim
353	STEPHENS INC /AR/	$13.6M	84,486	+5,586	add
354	SFE Investment Counsel	$13.6M	84,546	+5,212	add
355	Fiduciary Group, LLC	$13.5M	84,284	+1,652	add
356	GREENWOOD GEARHART LLC	$13.5M	84,030	+29,245	add
357	Security National Bank	$13.2M	82,574	+195	add
358	OPPENHEIMER ASSET MANAGEMENT INC.	$13.2M	82,517	−35,920	trim
359	Norinchukin Bank, The	$13.2M	82,438	+14,841	add
360	ALTA CAPITAL MANAGEMENT LLC/	$13.2M	82,344	+82,344	new
361	Advocacy Wealth Management, LLC	$13.1M	81,987	+1,444	add
362	LMCG INVESTMENTS, LLC	$13.0M	81,228	+33,727	add
363	Consolidated Investment Group LLC	$13.0M	81,214	+2,180	add
364	EagleClaw Capital Managment, LLC	$12.8M	80,138	+4,025	add
365	PINNACLE ASSOCIATES LTD	$12.8M	80,136	+7,767	add
366	Coastline Trust Co	$12.8M	79,828	−2,619	trim
367	YOUSIF CAPITAL MANAGEMENT, LLC	$12.8M	79,535	+8,372	add
368	MACQUARIE GROUP LTD	$12.7M	79,332	−23,291	trim
369	TRUST CO OF TOLEDO NA /OH/	$12.5M	78,053	+6,916	add
370	FIDUCIARY TRUST CO	$12.5M	77,688	−15,071	trim
371	Sava Infond d.o.o.	$12.3M	76,970	−2,610	trim
372	Lombard Odier Asset Management (Europe) Ltd	$12.2M	76,315	+4,024	add
373	LGT Fund Management Co Ltd.	$12.1M	75,632	−32,857	trim
374	GUYASUTA INVESTMENT ADVISORS INC	$12.1M	75,618	+71,764	add
375	Americana Partners, LLC	$12.0M	74,884	+31,695	add
376	COMPASS CAPITAL MANAGEMENT, INC	$11.9M	74,418	+624	add
377	Wealthfront Advisers LLC	$11.9M	74,265	+7,291	add
378	Moran Wealth Management, LLC	$11.8M	73,634	+7,572	add
379	Talbot Financial, LLC	$11.7M	73,119	+73,119	new
380	Polymer Capital Management (HK) LTD	$11.7M	72,921	+72,921	new
381	MOTCO	$11.7M	72,851	+2,183	add
382	ASR Vermogensbeheer N.V.	$11.6M	72,667	+3,440	add
383	D.A. DAVIDSON & CO.	$11.6M	72,373	+1,021	add
384	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$11.5M	72,000	+25,000	add
385	BOURGEON CAPITAL MANAGEMENT LLC	$11.5M	71,925	+31,333	add
386	BENJAMIN EDWARDS INC	$11.5M	71,587	+10,776	add
387	SPIREPOINT PRIVATE CLIENT, LLC	$11.5M	71,515	+4,786	add
388	BANQUE PICTET & CIE SA	$11.4M	71,226	−1,668	trim
389	ITHAKA GROUP LLC	$11.4M	71,203	+1,556	add
390	JANE STREET GROUP, LLC	$11.4M	70,924	−571,879	trim
391	Aequim Alternative Investments LP	$11.3M	70,743	+70,743	new
392	Trifecta Capital Advisors, LLC	$11.3M	70,536	+1,458	add
393	Wills Financial Group LLC	$11.3M	49,507	+1,025	add
394	CFM WEALTH PARTNERS LLC	$11.2M	69,972	−3,471	trim
395	Harbour Trust & Investment Management Co	$11.1M	69,152	+8,405	add
396	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$11.0M	68,773	+10,293	add
397	Tower Research Capital LLC (TRC)	$11.0M	68,639	+17,910	add
398	Sustainable Insight Capital Management, LLC	$11.0M	68,453	−49,200	trim
399	Coastal Bridge Advisors, LLC	$10.6M	66,342	+10,774	add
400	Azimuth Capital Investment Management LLC	$10.5M	65,619	−982	trim
401	Asio Capital, LLC	$10.5M	65,562	+7,635	add
402	Everest Financial Group LLC	$10.5M	65,462	—	no prior
403	Marietta Wealth Management, LLC	$10.5M	65,263	+3,746	add
404	Aptus Capital Advisors, LLC	$10.3M	64,181	+24,570	add
405	Robinhood Asset Management, LLC	$10.3M	64,094	+23,388	add
406	Proactive Wealth Strategies LLC	$10.3M	64,004	+34,711	add
407	Prospera Financial Services Inc	$10.1M	63,034	+12,876	add
408	Elo Mutual Pension Insurance Co	$10.1M	62,905	−44,306	trim
409	PROFUND ADVISORS LLC	$10.0M	62,354	−3,349	trim
410	KKM Financial LLC	$10.0M	54,246	0	no change
411	EFG International AG	$10.0M	62,306	−3,652	trim
412	RWA WEALTH PARTNERS, LLC	$10.0M	62,209	+1,469	add
413	71 West Capital Partners	$9.9M	61,964	+6,980	add
414	Knollwood Investment Advisory, LLC	$9.9M	61,962	+802	add
415	Stratos Wealth Advisors, LLC	$9.9M	61,528	+250	add
416	GREENWOOD CAPITAL ASSOCIATES LLC	$9.7M	60,794	+8,497	add
417	NLB Skladi, upravljanje premozenja, d.o.o.	$9.7M	60,510	−2,832	trim
418	Parallax Volatility Advisers, L.P.	$9.7M	60,488	−12,475	trim
419	Mediolanum International Funds Ltd	$9.7M	62,607	−572	trim
420	CMH Wealth Management LLC	$9.6M	60,122	+12,807	add
421	Snowden Capital Advisors LLC	$9.5M	59,246	−4,749	trim
422	B. Riley Wealth Advisors, Inc.	$9.5M	61,435	−7,998	trim
423	Carroll Investors, Inc	$9.4M	58,834	+989	add
424	Venture Visionary Partners LLC	$9.4M	58,375	+4,499	add
425	Banque Cantonale Vaudoise	$9.3M	58,257	−1,807	trim
426	Hennion & Walsh Asset Management, Inc.	$9.3M	58,207	+1,530	add
427	Empower Advisory Group, LLC	$9.2M	57,509	−9,070	trim
428	Spire Wealth Management	$9.2M	57,346	+12	add
429	HUB Investment Partners, LLC	$9.2M	57,270	+1,754	add
430	SEARLE & CO.	$9.2M	57,114	0	no change
431	NewEdge Wealth, LLC	$9.0M	55,972	−28,679	trim
432	Portland Global Advisors LLC	$9.0M	55,922	+7,824	add
433	Aware Super Pty Ltd as trustee of Aware Super	$9.0M	55,841	—	no prior
434	CLOUGH CAPITAL PARTNERS L P	$8.9M	55,569	+16,290	add
435	Canvas Wealth Advisors, LLC	$8.9M	55,557	+10,923	add
436	Generali Asset Management SPA SGR	$8.9M	55,546	−2,217	trim
437	WORMSER FRERES GESTION	$8.9M	54,135	+79	add
438	EXCHANGE TRADED CONCEPTS, LLC	$8.9M	55,318	+19,833	add
439	INDEPENDENT FINANCIAL GROUP, LLC	$8.9M	55,313	—	no prior
440	BENDER ROBERT & ASSOCIATES	$8.8M	55,190	+366	add
441	Vestmark Advisory Solutions, Inc.	$8.8M	55,149	+8,206	add
442	Blue Chip Partners, LLC	$8.8M	55,006	+55,006	new
443	WASHINGTON TRUST BANK	$8.8M	54,858	−487	trim
444	EVERGREEN CAPITAL MANAGEMENT LLC	$8.7M	54,098	+4,956	add
445	Dakota Wealth Management	$8.6M	53,733	−3,572	trim
446	Stephens Investment Management Group LLC	$8.6M	53,727	−301	trim
447	Cohen Klingenstein LLC	$8.6M	53,400	0	no change
448	EDENTREE ASSET MANAGEMENT Ltd	$8.5M	53,050	+350	add
449	SPHERA FUNDS MANAGEMENT LTD.	$8.5M	52,800	+52,800	new
450	SCS Capital Management LLC	$8.4M	52,424	−243	trim
451	Diversify Advisory Services, LLC	$8.4M	46,190	−55,082	trim
452	BURNEY CO/	$8.4M	52,297	−56,913	trim
453	Graham Capital Management, L.P.	$8.4M	52,214	+52,214	new
454	LAFFER TENGLER INVESTMENTS, INC.	$8.2M	51,040	−314	trim
455	ODDO BHF ASSET MANAGEMENT SAS	$8.2M	51,025	−37,802	trim
456	Elk River Wealth Management LLC	$8.1M	50,593	−328	trim
457	M.D. Sass, LLC	$8.1M	50,516	+14,288	add
458	ELEVATION POINT WEALTH PARTNERS, LLC	$8.1M	50,346	+23,616	add
459	Allworth Financial LP	$8.1M	50,308	+1,853	add
460	BUFFALO BUSINESS & ESTATE SERVICES LTD	$8.0M	50,032	+9,578	add
461	Independent Advisor Alliance	$8.0M	49,775	−2,177	trim
462	HB Wealth Management, LLC	$7.9M	49,347	+3,603	add
463	FIRST NATIONAL TRUST CO	$7.9M	49,347	−2,566	trim
464	Mirador Capital Partners LP	$7.9M	49,268	+3,110	add
465	Summit Financial, LLC	$7.9M	48,971	+27,678	add
466	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$7.8M	48,908	+20,286	add
467	MIZUHO SECURITIES USA LLC	$7.8M	48,852	−951	trim
468	Evelyn Partners Investment Management LLP	$7.8M	48,651	+6,494	add
469	JENNISON ASSOCIATES LLC	$7.7M	48,340	−28,568	trim
470	E Fund Management Co., Ltd.	$7.7M	48,169	—	no prior
471	ATALANTA SOSNOFF CAPITAL, LLC	$7.7M	48,011	−237,657	trim
472	YHB Investment Advisors, Inc.	$7.6M	47,614	+985	add
473	1ST SOURCE BANK	$7.6M	47,562	+691	add
474	Boston Common Asset Management, LLC	$7.6M	47,194	+8,486	add
475	Providence Capital Advisors, LLC	$7.5M	47,021	+23,921	add
476	FIRST INTERSTATE BANK	$7.5M	46,683	−1,433	trim
477	Calamos Wealth Management LLC	$7.4M	46,160	+43,685	add
478	Community Financial Services Group, LLC	$7.4M	46,055	+46,055	new
479	HARTFORD INVESTMENT MANAGEMENT CO	$7.4M	46,067	+6,512	add
480	Dai-ichi Life Insurance Company, Ltd	$7.3M	45,711	+7,843	add
481	Stratos Wealth Partners, LTD.	$7.2M	44,916	−5,051	trim
482	Avanza Fonder AB	$7.1M	44,589	−1,350	trim
483	QUEST INVESTMENT MANAGEMENT LLC	$7.1M	44,434	+223	add
484	Canal Capital Management, LLC	$7.0M	43,810	+689	add
485	New Age Alpha Advisors, LLC	$7.0M	43,531	+4,869	add
486	Fideuram Asset Management (Ireland) dac	$6.9M	37,532	+6,563	add
487	CITIZENS FINANCIAL GROUP INC/RI	$6.9M	43,252	+1,018	add
488	Westover Capital Advisors, LLC	$6.9M	43,121	+28,688	add
489	Sand Hill Global Advisors, LLC	$6.9M	42,920	+1,020	add
490	WHALEROCK POINT PARTNERS, LLC	$6.8M	42,460	+5,091	add
491	Ascent Wealth Partners, LLC	$6.8M	42,302	+1,872	add
492	Fortis Capital Management LLC	$6.7M	41,743	+1,774	add
493	Capital Wealth Planning, LLC	$6.7M	41,593	+41,593	new
494	Crossmark Global Holdings, Inc.	$6.6M	41,414	—	no prior
495	AE Wealth Management LLC	$6.6M	41,383	+2,449	add
496	Procyon Advisors, LLC	$6.6M	41,207	+2,523	add
497	BigSur Wealth Management LLC	$6.5M	40,760	−2,400	trim
498	DUNCKER STREETT & CO INC	$6.5M	40,372	−213	trim
499	Night Squared LP	$6.5M	40,343	+13,207	add
500	Trinity Legacy Partners, LLC	$6.5M	39,996	+12,245	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PANW

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Josh Gottheimer D–NJ-5 $2K–$30K
Sellers: 2 Dan Newhouse R–WA-4, John J. McGuire III R–VA-5 $2K–$30K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Moore Capital Management, Bridgewater Associates $5.7M held
Trimming: 2 Gotham Asset Management, Caxton Associates $5.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PALO ALTO NETWORKS INC

Merged timeline of congressional filings and notable-manager moves on PANW
Date	Who	Change	Size
2026-08-10	John J. McGuire III Congress	Sale	$1K–$15K
2026-08-10	Josh Gottheimer Congress	Purchase	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-17	Dan Newhouse Congress	Sale	$1K–$15K
2026-05-15	Moore Capital Management 13F	new	+22,500 sh
2026-05-15	Bridgewater Associates 13F	new	+13,169 sh
2026-05-15	Gotham Asset Management 13F	trim	−1,676 sh
2026-05-14	Caxton Associates 13F	exit	−3,871 sh

8 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

28 members of Congress disclosed PANW — the congressional view ↗