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Palo Alto Networks Inc
/ Institutional moves
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PA
Palo Alto Networks Inc
Institutional position changes, all quarters
630 moves
All actions
All impact
Action
Institution
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
Added
BlackRock, Inc.
Jun 30, 2026
+16,190,528
+27%
75,753,509
$5.52B
high
Added
STATE STREET CORPORATION
Jun 30, 2026
+6,647,792
+22%
36,979,497
$2.27B
high
Added
DEUTSCHE BANK AG
Jun 30, 2026
+785,642
+22%
4,343,546
$267.92M
high
Added
Mitsubishi UFJ Asset Management Co., Ltd.
Jun 30, 2026
+545,037
+35%
2,090,819
$185.87M
high
Trimmed
TimesSquare Capital Management, LLC
Jun 30, 2026
-221,765
-42%
308,584
$75.63M
high
Trimmed
LPL Financial LLC
Jun 30, 2026
-167,538
-8.9%
1,707,431
$57.13M
high
Trimmed
Temasek Holdings (Private) Limited
Jun 30, 2026
-166,580
-36%
297,538
$56.81M
high
Exited
FORSTA AP-FONDEN
Jun 30, 2026
-145,900
-100%
0
$26.87M
medium
Trimmed
WINTON GROUP Ltd
Jun 30, 2026
-64,852
-85%
11,829
$22.12M
medium
Trimmed
Lido Advisors, LLC
Jun 30, 2026
-42,991
-14%
266,639
$14.66M
medium
Trimmed
Victory Capital Management, Inc.
Jun 30, 2026
-39,366
-3.4%
1,114,157
$13.42M
medium
Added
Arizona State Retirement System
Jun 30, 2026
+34,333
+18%
225,037
$11.71M
medium
Added
Fiera Capital Corp
Jun 30, 2026
+34,322
+40%
120,766
$11.70M
medium
Added
The PNC Financial Services Group, Inc.
Jun 30, 2026
+32,945
+13%
280,336
$11.23M
medium
Added
Wealthfront Advisers LLC
Jun 30, 2026
+31,599
+47%
98,573
$10.78M
medium
Added
BRIDGES INVESTMENT MANAGEMENT INC
Jun 30, 2026
+22,141
+3.4%
678,562
$7.55M
medium
Added
LEE JOHNSON CAPITAL MANAGEMENT, LLC
Jun 30, 2026
+20,182
>1000%
22,173
$6.88M
medium
Added
TRUST CO OF VERMONT
Jun 30, 2026
+18,328
+9.9%
203,595
$6.25M
medium
Trimmed
Game Plan Financial Advisors, LLC
Jun 30, 2026
-14,509
-100%
35
$4.95M
low
New
Donoghue Forlines LLC
Jun 30, 2026
+14,317
New
14,317
$4.88M
low
New
Westwood Wealth Management
Jun 30, 2026
+14,000
New
14,000
$4.77M
low
Added
PURSUE WEALTH PARTNERS LLC
Jun 30, 2026
+11,874
>1000%
12,960
$4.05M
low
New
K.J. Harrison & Partners Inc
Jun 30, 2026
+10,048
New
10,048
$3.43M
low
Exited
KG&L Capital Management,LLC
Jun 30, 2026
-17,678
-100%
0
$3.26M
low
Trimmed
Perigon Wealth Management, LLC
Jun 30, 2026
-9,069
-31%
20,065
$3.09M
low
Added
MML INVESTORS SERVICES, LLC
Jun 30, 2026
+6,829
+2.7%
259,724
$2.33M
low
Trimmed
CFM WEALTH PARTNERS LLC
Jun 30, 2026
-3,994
-5.4%
69,449
$1.36M
low
Added
CITIZENS FINANCIAL GROUP INC/RI
Jun 30, 2026
+3,966
+9.4%
46,200
$1.35M
low
Added
Perfromance Wealth Partners, LLC
Jun 30, 2026
+3,962
+114%
7,441
$1.35M
low
Trimmed
Pallas Capital Advisors LLC
Jun 30, 2026
-3,944
-15%
23,020
$1.34M
low
Added
Meeder Advisory Services, Inc.
Jun 30, 2026
+3,638
+20%
21,913
$1.24M
low
Trimmed
Nordwand Advisors, LLC
Jun 30, 2026
-3,632
-11%
30,455
$1.24M
low
Trimmed
Sigma Planning Corp
Jun 30, 2026
-3,577
-17%
17,030
$1.22M
low
New
Focused Wealth Management, Inc
Jun 30, 2026
+3,563
New
3,563
$1.22M
low
New
KILEY JUERGENS WEALTH MANAGEMENT, LLC
Jun 30, 2026
+3,542
New
3,542
$1.21M
low
Added
Plato Investment Management Ltd
Jun 30, 2026
+3,217
+26%
15,417
$1.09M
low
Added
OneDigital Investment Advisors LLC
Jun 30, 2026
+3,187
+15%
25,037
$1.09M
low
Exited
International Private Wealth Advisors LLC
Jun 30, 2026
-5,765
-100%
0
$1.06M
low
Trimmed
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA
Jun 30, 2026
-2,336
-38%
3,756
$796.6K
low
New
FORTRESS PRIVATE LEDGER, LLC
Jun 30, 2026
+2,225
New
2,225
$758.8K
low
Trimmed
Main Street Financial Solutions, LLC
Jun 30, 2026
-2,111
-50%
2,074
$719.9K
low
New
Hexagon Capital Partners LLC
Jun 30, 2026
+2,022
New
2,022
$689.5K
low
New
OARSMAN CAPITAL, INC.
Jun 30, 2026
+1,937
New
1,937
$660.6K
low
Added
Pinnacle Wealth Planning Services, Inc.
Jun 30, 2026
+1,794
+51%
5,286
$611.7K
low
Added
Naviter Wealth, LLC
Jun 30, 2026
+1,687
+26%
8,292
$575.3K
low
New
PERSONAL CFO SOLUTIONS, LLC
Jun 30, 2026
+1,663
New
1,663
$566.9K
low
Exited
AlphaQuest LLC
Jun 30, 2026
-2,921
-100%
0
$538.0K
low
Added
Ethos Financial Group, LLC
Jun 30, 2026
+1,549
+69%
3,800
$502.5K
low
Trimmed
NOVARE CAPITAL MANAGEMENT LLC
Jun 30, 2026
-1,421
-12%
10,614
$484.6K
low
Added
SILVER OAK SECURITIES, INCORPORATED
Jun 30, 2026
+1,395
+16%
10,209
$475.7K
low
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