Public record / Tickers / PANW

PANW — Palo Alto Networks Inc

Both disclosure regimes on one name: who in Congress filed about PANW, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
79
all PTR rows naming PANW
Members · 12m
8
10 buys · 4 sells · by trade date
Latest PTR
08-10
filed 2026-08-10
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Nancy Pelosi · $1.0M–$5.0M

Purchase · traded 2024-12-20 → filed 2025-01-17. Ranked over every PANW row by the provable lower bound, never a point estimate.

8 members · 10 buys / 4 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

14 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

38 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 38 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PANW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PANW
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-10John J. McGuire III R–VA-5Sale · partial · SP (partial sale, spouse-owned)Traded 07-31 +10d$1K–$15K
2026-08-10Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 07-16 +25d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-17Dan Newhouse R–WA-4Sale · partial · SP (partial sale, spouse-owned)Traded 07-10 +7d$1K–$15K
2026-06-03Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 05-14 +20d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 79 ↗

Members active in PANW

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PANW in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Jared Moskowitz D–FL-233$3.0K to $45.0K3
Josh Gottheimer D–NJ-53−$13.0K to $29.0K2
Dan Newhouse R–WA-42−$14.0K to $14.0K3
Gilbert Ray Cisneros, Jr. D–CA-312$2.0K to $30.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
John J. McGuire III R–VA-51−$15.0K to −$1.0K2
Jonathan L. Jackson D–IL-11−$100K to −$50.0K2
Marjorie Taylor Greene R–GA-141$1.0K to $15.0K

8 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-08-10John J. McGuire III CongressSale$1K–$15K
2026-08-10Josh Gottheimer CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-17Dan Newhouse CongressSale$1K–$15K
2026-05-15Moore Capital Management 13Fnew+22,500 sh
2026-05-15Bridgewater Associates 13Fnew+13,169 sh
2026-05-15Gotham Asset Management 13Ftrim−1,676 sh
2026-05-14Caxton Associates 13Fexit−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of PANW for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$11.6B1
2VANGUARD CAPITAL MANAGEMENT LLC$8.5B1
3STATE STREET CORP$5.7B1
4MORGAN STANLEY$5.2B1
5BANK OF AMERICA CORP /DE/$3.6B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$3.1B1
7GEODE CAPITAL MANAGEMENT, LLC$3.1B1
8NORTHERN TRUST CORP$1.4B1
9UBS Group AG$1.3B1
10FMR LLC$1.3B1
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.3B1
12Nuveen, LLC$1.3B1
13ROYAL BANK OF CANADA$1.2B1
14Invesco Ltd.$1.1B1
15AMERIPRISE FINANCIAL INC$1.0B1
16FIRST TRUST ADVISORS LP$1.0B1
17Amundi$1.0B1
18Legal & General Group Plc$1.0B1
19WELLS FARGO & COMPANY/MN$981M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$954M1
21Clearbridge Investments, LLC$787M1
22Pictet Asset Management Holding SA$770M1
23VANGUARD FIDUCIARY TRUST CO$748M1
24Bank of New York Mellon Corp$741M1
25DEUTSCHE BANK AG\$729M1
26BARCLAYS PLC$612M1
27BNP Paribas Asset Management Holding S.A.$525M1
28BANK OF MONTREAL /CAN/$479M1
29FRANKLIN RESOURCES INC$442M1
30Swedbank AB$439M1
31SCHRODER INVESTMENT MANAGEMENT GROUP$382M1
32Swiss National Bank$380M1
33DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$369M1
34RAYMOND JAMES FINANCIAL INC$367M1
35Sumitomo Mitsui Trust Group, Inc.$360M1
36CITIGROUP INC$360M1
37STIFEL FINANCIAL CORP$347M1
38National Pension Service$345M1
39NORDEA INVESTMENT MANAGEMENT AB$338M1
40LAZARD ASSET MANAGEMENT LLC$332M1
41VOYA INVESTMENT MANAGEMENT LLC$330M1
42Capital Research Global Investors$314M1
43Mitsubishi UFJ Asset Management Co., Ltd.$314M1
44Employees Provident Fund Board$302M1
45CITADEL ADVISORS LLC$292M1
46Vanguard Global Advisers, LLC$283M1
47LPL Financial LLC$281M1
48BROWN ADVISORY INC$280M1
49WELLINGTON MANAGEMENT GROUP LLP$264M1
50HSBC HOLDINGS PLC$259M1
51Mirova US LLC$257M1
52ABN AMRO Bank N.V.$256M1
53FIFTH THIRD BANCORP$247M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$231M1
55VANGUARD ASSET MANAGEMENT, Ltd$223M1
56US BANCORP \DE\$220M1
57AQR CAPITAL MANAGEMENT LLC$218M1
58BLAIR WILLIAM & CO/IL$209M1
59CIBC Bancorp USA Inc.$208M1
60DIMENSIONAL FUND ADVISORS LP$206M1
61PRINCIPAL FINANCIAL GROUP INC$204M1
62Vident Advisory, LLC$201M1
63NATIONAL BANK OF CANADA /FI/$199M1
64AMERICAN CENTURY COMPANIES INC$192M1
65Candriam S.C.A.$192M1
66MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$192M1
67Robeco Institutional Asset Management B.V.$190M1
68Holocene Advisors, LP$190M1
69ProShare Advisors LLC$190M1
70VICTORY CAPITAL MANAGEMENT INC$185M1
71Compagnie Lombard Odier SCmA$184M1
72ALLIANCEBERNSTEIN L.P.$183M1
73Universal- Beteiligungs- und Servicegesellschaft mbH$182M1
74STOREBRAND ASSET MANAGEMENT AS$179M1
75ENVESTNET ASSET MANAGEMENT INC$174M1
76Quilter Plc$167M1
77Cerity Partners LLC$166M1
78PRIMECAP MANAGEMENT CO/CA/$166M1
79Rockefeller Capital Management L.P.$162M1
80Railway Pension Investments Ltd$158M1
81NEW YORK STATE COMMON RETIREMENT FUND$149M1
82Eurizon Capital SGR S.p.A.$146M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$142M1
84HighTower Advisors, LLC$141M1
85OMERS ADMINISTRATION Corp$139M1
86Zurcher Kantonalbank (Zurich Cantonalbank)$139M1
87Corient Private Wealth LLC$136M1
88Bank Julius Baer & Co. Ltd, Zurich$135M1
89KING LUTHER CAPITAL MANAGEMENT CORP$135M1
90ADAGE CAPITAL PARTNERS GP, L.L.C.$134M1
91DANSKE BANK A/S$122M1
92Korea Investment CORP$122M1
93Altshuler Shaham Ltd$122M1
94Janus Henderson Group Ltd.$117M1
95DAVIS R M INC$112M1
96SCOTIA CAPITAL INC.$109M1
97Ensign Peak Advisors, Inc$107M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$107M1
99WESTFIELD CAPITAL MANAGEMENT CO LP$102M1
100Aberdeen Group plc$101M1
101Focus Partners Wealth$101M1
102AMERICAN CAPITAL MANAGEMENT INC$100M1
103Mariner, LLC$98.4M1
104CREDIT AGRICOLE S A$98.0M1
105ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$97.8M1
106FEDERATED HERMES, INC.$96.6M1
107AVIVA PLC$94.7M1
108COMMERCE BANK$93.8M1
109Y.D. More Investments Ltd$90.3M1
110Atreides Management, LP$90.1M1
111NEOS Investment Management LLC$89.8M1
112SEB Asset Management AB$89.4M1
113NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$88.4M1
114TD Waterhouse Canada Inc.$87.3M1
115TD ASSET MANAGEMENT INC$86.8M1
116TRUIST FINANCIAL CORP$86.5M1
117GROUPAMA ASSET MANAGMENT$86.3M1
118MAIRS & POWER INC$85.4M1
119Anomaly Capital Management, LP$85.0M1
120BOWEN HANES & CO INC$84.1M1
121Federation des caisses Desjardins du Quebec$83.8M1
122DAVENPORT & Co LLC$83.7M1
123BALYASNY ASSET MANAGEMENT L.P.$82.2M1
124Lansforsakringar Fondforvaltning AB (publ)$81.4M1
125TREMBLANT CAPITAL GROUP$80.9M1
126CANADA PENSION PLAN INVESTMENT BOARD$80.1M1
127NOMURA ASSET MANAGEMENT CO LTD$80.0M1
128NewEdge Advisors, LLC$79.7M1
129APG Asset Management N.V.$79.0M1
130Baird Financial Group, Inc.$78.1M1
131SUSQUEHANNA INTERNATIONAL GROUP, LLP$76.6M1
132STATE OF WISCONSIN INVESTMENT BOARD$75.5M1
133Mirae Asset Global Investments Co., Ltd.$75.5M1
134Assenagon Asset Management S.A.$74.7M1
135Temasek Holdings (Private) Ltd$74.4M1
136SOMA EQUITY PARTNERS LP$74.2M1
137COMMONWEALTH EQUITY SERVICES, LLC$72.2M1
138CI INVESTMENTS INC.$71.6M1
139Cetera Investment Advisers$69.2M1
140Steward Partners Investment Advisory, LLC$68.2M1
141Quantinno Capital Management LP$67.8M1
142Asset Management One Co., Ltd.$67.6M1
143OFI INVEST ASSET MANAGEMENT$67.3M1
144CIBC Asset Management Inc$65.2M1
145Vontobel Holding Ltd.$65.2M1
146BARTLETT & CO. WEALTH MANAGEMENT LLC$64.8M1
147Creative Planning$64.7M1
148Vanguard Investments Australia, Ltd.$64.5M1
149Chevy Chase Trust Holdings, LLC$64.0M1
150ROYAL LONDON ASSET MANAGEMENT LTD$61.3M1
151PRUDENTIAL FINANCIAL INC$60.6M1
152OSAIC HOLDINGS, INC.$60.2M1
153Champlain Investment Partners, LLC$60.1M1
154ABN AMRO INVESTMENT SOLUTIONS$60.0M1
155Mitsubishi UFJ Trust & Banking Corp$59.8M1
156Advisors Capital Management, LLC$59.3M1
157PFA Pension, Forsikringsaktieselskab$58.6M1
158Stony Point Capital LLC$57.5M1
159KLP KAPITALFORVALTNING AS$57.1M1
160CAPITAL ADVISORS INC/OK$56.7M1
161NICHOLAS COMPANY, INC.$55.2M1
162TRILLIUM ASSET MANAGEMENT, LLC$52.9M1
163HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$52.3M1
164Migdal Insurance & Financial Holdings Ltd.$51.9M1
165PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$51.8M1
166MOGY JOEL R INVESTMENT COUNSEL INC$49.5M1
167SEI INVESTMENTS CO$49.0M1
168WELCH & FORBES LLC$48.2M1
169Life Cycle Investment Partners Ltd$47.5M1
170Union Bancaire Privee, UBP SA$47.1M1
171Swiss Life Asset Management Ltd$46.6M1
172CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$46.4M1
173Lido Advisors, LLC$45.4M1
174Triodos Investment Management BV$45.3M1
175State of New Jersey Common Pension Fund D$44.4M1
176GUGGENHEIM CAPITAL LLC$44.1M1
177&PARTNERS$44.1M1
178CADIAN CAPITAL MANAGEMENT, LP$44.0M1
179CIBC WORLD MARKET INC.$43.1M1
180AMI ASSET MANAGEMENT CORP$43.1M1
181Rafferty Asset Management, LLC$43.0M1
182Sandhill Capital Partners LLC$42.4M1
183Calamos Advisors LLC$42.4M1
184NATIXIS$42.2M1
185LGT CAPITAL PARTNERS LTD.$41.8M1
186TORONTO DOMINION BANK$41.7M1
187Fisher Asset Management, LLC$41.1M1
188FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$41.0M1
189Resona Asset Management Co.,Ltd.$40.8M1
190EVENTIDE ASSET MANAGEMENT, LLC$40.4M1
191Groupe la Francaise$40.0M1
192Banque Transatlantique SA$39.9M1
193Beacon Pointe Advisors, LLC$39.7M1
194MACKENZIE FINANCIAL CORP$39.6M1
195MML INVESTORS SERVICES, LLC$39.0M1
196Henshaw Capital LLC$38.2M1
197E. Ohman J:or Asset Management AB$38.2M1
198TOCQUEVILLE ASSET MANAGEMENT L.P.$37.7M1
199MetLife Investment Management, LLC$37.6M1
200WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$37.4M1
201Phoenix Financial Ltd.$37.0M1
202EASTERN BANK$36.4M1
203NISSAY ASSET MANAGEMENT CORP /JAPAN$36.2M1
204Atlantic Union Bankshares Corp$36.2M1
205XPONANCE LLC$35.8M1
206PANAGORA ASSET MANAGEMENT INC$35.6M1
207Daiwa Securities Group Inc.$35.6M1
208Empowered Funds, LLC$35.5M1
209Arizona State Retirement System$35.5M1
210Czech National Bank$35.3M1
211LGT Group Foundation$35.2M1
212GLENMEDE TRUST CO NA$34.9M1
213Howard Capital Management Group, LLC$34.6M1
214AVITY INVESTMENT MANAGEMENT INC.$33.9M1
215PARK NATIONAL CORP /OH/$33.9M1
216STATE OF MICHIGAN RETIREMENT SYSTEM$33.8M1
217MILLENNIUM MANAGEMENT LLC$33.8M1
218AGF MANAGEMENT LTD$33.0M1
219Tredje AP-fonden$32.1M1
220EP Wealth Advisors, LLC$32.0M1
221Covea Finance$31.7M1
222FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$31.7M1
223MayTech Global Investments, LLC$31.6M1
224Randolph Co Inc$31.6M1
225Chesley Taft & Associates LLC$30.9M1
226Sanctuary Advisors, LLC$30.7M1
227DIVERSIFY WEALTH MANAGEMENT, LLC$30.2M1
228Sequoia Financial Advisors, LLC$30.2M1
229COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$30.2M1
230Curi Capital, LLC$30.2M1
231Verition Fund Management LLC$29.9M1
232Quintet Private Bank (Europe) S.A.$29.4M1
233Allianz Asset Management GmbH$29.3M1
234LBP AM SA$29.0M1
235Gradient Investments LLC$28.8M1
236DnB Asset Management AS$28.4M1
237Badgley Phelps Wealth Managers, LLC$28.0M1
238NOMURA HOLDINGS INC$27.9M1
239Retirement Systems of Alabama$27.5M1
240MERCER GLOBAL ADVISORS INC /ADV$27.2M1
241Harvest Portfolios Group Inc.$26.7M1
242IFM Investors Pty Ltd$26.5M1
243Squarepoint Ops LLC$26.4M1
244MENORA MIVTACHIM HOLDINGS LTD.$26.3M1
245Rakuten Investment Management, Inc.$26.0M1
246Pinnacle Financial Partners, Inc.$25.9M1
247SANDS CAPITAL MANAGEMENT, LLC$25.8M1
248HANCOCK WHITNEY CORP$25.8M1
249Alta Park Capital, LP$25.7M1
250M&T BANK CORP$25.7M1
251Kestra Advisory Services, LLC$25.2M1
252TEACHER RETIREMENT SYSTEM OF TEXAS$25.1M1
253Brookstone Capital Management$24.7M1
254BEACON INVESTMENT ADVISORY SERVICES, INC.$24.7M1
255OP Asset Management Ltd$24.3M1
256NORTHEAST INVESTMENT MANAGEMENT$24.3M1
257Tidal Investments LLC$24.0M1
258SEGALL BRYANT & HAMILL, LLC$23.9M1
259O'SHAUGHNESSY ASSET MANAGEMENT, LLC$23.9M1
260Delta Global Management LP$23.9M1
261BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$23.9M1
262NIXON PEABODY TRUST CO$23.3M1
263SHELTON CAPITAL MANAGEMENT$23.3M1
264PUBLIC SECTOR PENSION INVESTMENT BOARD$23.2M1
265NorthCrest Asset Manangement, LLC$23.1M1
266Zurich Insurance Group Ltd/FI$22.7M1
267MARCO INVESTMENT MANAGEMENT LLC$22.6M1
268OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$22.6M1
269ING GROEP NV$22.3M1
270Equitable Holdings, Inc.$22.2M1
271Private Capital Advisors, Inc.$22.2M1
272BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$22.0M1
273ARCADIA INVESTMENT MANAGEMENT CORP/MI$22.0M1
274UniSuper Management Pty Ltd$21.7M1
275USS Investment Management Ltd$21.7M1
276JIA INVESTMENT ALLIANCE PTE. LTD.$21.7M1
277Clearstead Advisors, LLC$21.6M1
278D. E. Shaw & Co., Inc.$21.4M1
279WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$20.9M1
280Utah Retirement Systems$20.9M1
281OPPENHEIMER & CO INC$20.7M1
282Apollon Wealth Management, LLC$20.7M1
283F/m Investments LLC$20.5M1
284UMB Bank, n.a.$20.5M1
285MAI Capital Management$20.4M1
286CWM, LLC$20.4M1
287NEW YORK LIFE INVESTMENT MANAGEMENT LLC$20.3M1
288BANK OF NOVA SCOTIA$20.2M1
289Waverly Advisors, LLC$20.2M1
290Optiver Holding B.V.$20.0M1
291ZACKS INVESTMENT MANAGEMENT$19.8M1
292DAYMARK WEALTH PARTNERS, LLC$19.2M1
293Man Group plc$19.1M1
294BRAUN STACEY ASSOCIATES INC$18.8M1
295ADAMS DIVERSIFIED EQUITY FUND, INC.$18.6M1
296BAILARD, INC.$18.6M1
297Varma Mutual Pension Insurance Co$18.5M1
298Advisors Asset Management, Inc.$18.4M1
299National Philanthropic Trust$18.2M1
300FOUNDATIONS INVESTMENT ADVISORS, LLC$18.1M1
301Sumitomo Mitsui DS Asset Management Company, Ltd$18.1M1
302PRUDENTIAL PLC$18.1M1
303Vanguard Personalized Indexing Management, LLC$18.0M1
304EDMOND DE ROTHSCHILD HOLDING S.A.$17.8M1
305Avalon Trust Co$17.7M1
306Meridiem Capital Partners LP$17.5M1
307Clarity Financial LLC$17.2M1
308NISA INVESTMENT ADVISORS, LLC$17.2M1
309DNCA FINANCE$17.1M1
310United Asset Strategies, Inc.$17.1M1
311VOLORIDGE INVESTMENT MANAGEMENT, LLC$17.0M1
312Oribel Capital Management, LP$16.9M1
313Intesa Sanpaolo S.p.A.$16.8M1
314CAPSTONE INVESTMENT ADVISORS, LLC$16.6M1
315PICTON MAHONEY ASSET MANAGEMENT$16.6M1
316Private Advisor Group, LLC$16.4M1
317Pathstone Holdings, LLC$16.4M1
318UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.2M1
319MIDDLETON & CO INC/MA$16.2M1
320Iron Gate Global Advisors LLC$15.9M1
321Geneos Wealth Management Inc.$15.8M1
322MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$15.8M1
323FLPUTNAM INVESTMENT MANAGEMENT CO$15.8M1
324EAGLE GLOBAL ADVISORS LLC$15.8M1
325CONNORS INVESTOR SERVICES INC$15.7M1
326Allspring Global Investments Holdings, LLC$15.7M1
327CROSSLINK CAPITAL INC$15.7M1
328Bank Pictet & Cie (Europe) AG$15.5M1
329SAPIENT CAPITAL LLC$15.5M1
330IEQ CAPITAL, LLC$15.5M1
331Banco Santander, S.A.$15.4M1
332BLB&B Advisors, LLC$15.3M1
333FARMERS & MERCHANTS INVESTMENTS INC$15.3M1
334PEAK6 LLC$15.3M1
335PITTENGER & ANDERSON INC$15.3M1
336ZEVENBERGEN CAPITAL INVESTMENTS LLC$15.2M1
337ASSETMARK, INC$14.9M1
338OREGON PUBLIC EMPLOYEES RETIREMENT FUND$14.8M1
339Andra AP-fonden$14.8M1
340Fiera Capital Corp$14.7M1
341KESTRA PRIVATE WEALTH SERVICES, LLC$14.7M1
342Ethic Inc.$14.6M1
343Walleye Trading LLC$14.6M1
344Harvey Partners, LLC$14.6M1
345Investment Management Corp of Ontario$14.4M1
346Midwest Trust Co$14.4M1
347Concurrent Investment Advisors, LLC$14.1M1
348Integrated Advisors Network LLC$14.1M1
349Woodline Partners LP$13.8M1
350Telos Capital Management, Inc.$13.8M1
351QRG CAPITAL MANAGEMENT, INC.$13.8M1
352Wallington Asset Management, LLC$13.8M1
353STEPHENS INC /AR/$13.6M1
354SFE Investment Counsel$13.6M1
355Fiduciary Group, LLC$13.5M1
356GREENWOOD GEARHART LLC$13.5M1
357Security National Bank$13.2M1
358OPPENHEIMER ASSET MANAGEMENT INC.$13.2M1
359Norinchukin Bank, The$13.2M1
360ALTA CAPITAL MANAGEMENT LLC/$13.2M1
361Advocacy Wealth Management, LLC$13.1M1
362LMCG INVESTMENTS, LLC$13.0M1
363Consolidated Investment Group LLC$13.0M1
364EagleClaw Capital Managment, LLC$12.8M1
365PINNACLE ASSOCIATES LTD$12.8M1
366Coastline Trust Co$12.8M1
367YOUSIF CAPITAL MANAGEMENT, LLC$12.8M1
368MACQUARIE GROUP LTD$12.7M1
369TRUST CO OF TOLEDO NA /OH/$12.5M1
370FIDUCIARY TRUST CO$12.5M1
371Sava Infond d.o.o.$12.3M1
372Lombard Odier Asset Management (Europe) Ltd$12.2M1
373LGT Fund Management Co Ltd.$12.1M1
374GUYASUTA INVESTMENT ADVISORS INC$12.1M1
375Americana Partners, LLC$12.0M1
376COMPASS CAPITAL MANAGEMENT, INC$11.9M1
377Wealthfront Advisers LLC$11.9M1
378Moran Wealth Management, LLC$11.8M1
379Talbot Financial, LLC$11.7M1
380Polymer Capital Management (HK) LTD$11.7M1
381MOTCO$11.7M1
382ASR Vermogensbeheer N.V.$11.6M1
383D.A. DAVIDSON & CO.$11.6M1
384CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$11.5M1
385BOURGEON CAPITAL MANAGEMENT LLC$11.5M1
386BENJAMIN EDWARDS INC$11.5M1
387SPIREPOINT PRIVATE CLIENT, LLC$11.5M1
388BANQUE PICTET & CIE SA$11.4M1
389ITHAKA GROUP LLC$11.4M1
390JANE STREET GROUP, LLC$11.4M1
391Aequim Alternative Investments LP$11.3M1
392Trifecta Capital Advisors, LLC$11.3M1
393Wills Financial Group LLC$11.3M1
394CFM WEALTH PARTNERS LLC$11.2M1
395Harbour Trust & Investment Management Co$11.1M1
396FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$11.0M1
397Tower Research Capital LLC (TRC)$11.0M1
398Sustainable Insight Capital Management, LLC$11.0M1
399Coastal Bridge Advisors, LLC$10.6M1
400Azimuth Capital Investment Management LLC$10.5M1
401Asio Capital, LLC$10.5M1
402Everest Financial Group LLC$10.5M1
403Marietta Wealth Management, LLC$10.5M1
404Aptus Capital Advisors, LLC$10.3M1
405Robinhood Asset Management, LLC$10.3M1
406Proactive Wealth Strategies LLC$10.3M1
407Prospera Financial Services Inc$10.1M1
408Elo Mutual Pension Insurance Co$10.1M1
409PROFUND ADVISORS LLC$10.0M1
410KKM Financial LLC$10.0M1
411EFG International AG$10.0M1
412RWA WEALTH PARTNERS, LLC$10.0M1
41371 West Capital Partners$9.9M1
414Knollwood Investment Advisory, LLC$9.9M1
415Stratos Wealth Advisors, LLC$9.9M1
416GREENWOOD CAPITAL ASSOCIATES LLC$9.7M1
417NLB Skladi, upravljanje premozenja, d.o.o.$9.7M1
418Parallax Volatility Advisers, L.P.$9.7M1
419Mediolanum International Funds Ltd$9.7M1
420CMH Wealth Management LLC$9.6M1
421Snowden Capital Advisors LLC$9.5M1
422B. Riley Wealth Advisors, Inc.$9.5M1
423Carroll Investors, Inc$9.4M1
424Venture Visionary Partners LLC$9.4M1
425Banque Cantonale Vaudoise$9.3M1
426Hennion & Walsh Asset Management, Inc.$9.3M1
427Empower Advisory Group, LLC$9.2M1
428Spire Wealth Management$9.2M1
429HUB Investment Partners, LLC$9.2M1
430SEARLE & CO.$9.2M1
431NewEdge Wealth, LLC$9.0M1
432Portland Global Advisors LLC$9.0M1
433Aware Super Pty Ltd as trustee of Aware Super$9.0M1
434CLOUGH CAPITAL PARTNERS L P$8.9M1
435Canvas Wealth Advisors, LLC$8.9M1
436Generali Asset Management SPA SGR$8.9M1
437WORMSER FRERES GESTION$8.9M1
438EXCHANGE TRADED CONCEPTS, LLC$8.9M1
439INDEPENDENT FINANCIAL GROUP, LLC$8.9M1
440BENDER ROBERT & ASSOCIATES$8.8M1
441Vestmark Advisory Solutions, Inc.$8.8M1
442Blue Chip Partners, LLC$8.8M1
443WASHINGTON TRUST BANK$8.8M1
444EVERGREEN CAPITAL MANAGEMENT LLC$8.7M1
445Dakota Wealth Management$8.6M1
446Stephens Investment Management Group LLC$8.6M1
447Cohen Klingenstein LLC$8.6M1
448EDENTREE ASSET MANAGEMENT Ltd$8.5M1
449SPHERA FUNDS MANAGEMENT LTD.$8.5M1
450SCS Capital Management LLC$8.4M1
451Diversify Advisory Services, LLC$8.4M1
452BURNEY CO/$8.4M1
453Graham Capital Management, L.P.$8.4M1
454LAFFER TENGLER INVESTMENTS, INC.$8.2M1
455ODDO BHF ASSET MANAGEMENT SAS$8.2M1
456Elk River Wealth Management LLC$8.1M1
457M.D. Sass, LLC$8.1M1
458ELEVATION POINT WEALTH PARTNERS, LLC$8.1M1
459Allworth Financial LP$8.1M1
460BUFFALO BUSINESS & ESTATE SERVICES LTD$8.0M1
461Independent Advisor Alliance$8.0M1
462HB Wealth Management, LLC$7.9M1
463FIRST NATIONAL TRUST CO$7.9M1
464Mirador Capital Partners LP$7.9M1
465Summit Financial, LLC$7.9M1
466CAPITOLIS LIQUID GLOBAL MARKETS LLC$7.8M1
467MIZUHO SECURITIES USA LLC$7.8M1
468Evelyn Partners Investment Management LLP$7.8M1
469JENNISON ASSOCIATES LLC$7.7M1
470E Fund Management Co., Ltd.$7.7M1
471ATALANTA SOSNOFF CAPITAL, LLC$7.7M1
472YHB Investment Advisors, Inc.$7.6M1
4731ST SOURCE BANK$7.6M1
474Boston Common Asset Management, LLC$7.6M1
475Providence Capital Advisors, LLC$7.5M1
476FIRST INTERSTATE BANK$7.5M1
477Calamos Wealth Management LLC$7.4M1
478Community Financial Services Group, LLC$7.4M1
479HARTFORD INVESTMENT MANAGEMENT CO$7.4M1
480Dai-ichi Life Insurance Company, Ltd$7.3M1
481Stratos Wealth Partners, LTD.$7.2M1
482Avanza Fonder AB$7.1M1
483QUEST INVESTMENT MANAGEMENT LLC$7.1M1
484Canal Capital Management, LLC$7.0M1
485New Age Alpha Advisors, LLC$7.0M1
486Fideuram Asset Management (Ireland) dac$6.9M1
487CITIZENS FINANCIAL GROUP INC/RI$6.9M1
488Westover Capital Advisors, LLC$6.9M1
489Sand Hill Global Advisors, LLC$6.9M1
490WHALEROCK POINT PARTNERS, LLC$6.8M1
491Ascent Wealth Partners, LLC$6.8M1
492Fortis Capital Management LLC$6.7M1
493Capital Wealth Planning, LLC$6.7M1
494Crossmark Global Holdings, Inc.$6.6M1
495AE Wealth Management LLC$6.6M1
496Procyon Advisors, LLC$6.6M1
497BigSur Wealth Management LLC$6.5M1
498DUNCKER STREETT & CO INC$6.5M1
499Night Squared LP$6.5M1
500Trinity Legacy Partners, LLC$6.5M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)10 buy / 4 sell
Congress net ($ bound)−$135K to $97.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PANW

RETAINED WINDOW · ACTIVE HITS
Signal hits naming PANW
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for PANW · financials and macro

Financials — as filed PLANNED

PANW's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PANW on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing