Advisors Capital Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1345576
RIDGEWOOD, NJ
Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$126,600,264
+$67,273,047 QoQ
Shares Held
371,240
+0.3% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#185
of 2,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Advisors Capital Management, LLC holds $461,409,781 across 10 Software - Infrastructure names. PANW ranks #2 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
632,044 | $235,765,052 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
371,240 | $126,600,264 | |
| 3 | ORCL |
Oracle Corp
|
562,848 | $82,485,374 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
80,666 | $9,411,302 | |
| 5 | SNPS |
Synopsys Inc
|
9,124 | $4,069,942 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
6,512 | $1,242,391 | |
| 7 | FTNT |
Fortinet, Inc.
|
4,067 | $624,772 | |
| 8 | NTAP |
NetApp, Inc.
|
3,590 | $555,588 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,600,264 | 371,240 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $59,327,217 | 370,055 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $65,772,478 | 357,071 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $70,820,461 | 347,807 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $69,387,284 | 339,070 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $58,325,775 | 341,806 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $61,988,313 | 340,670 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $58,928,029 | 172,405 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $58,442,272 | 172,391 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $50,465,181 | 177,613 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $55,192,984 | 187,171 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $45,113,992 | 192,433 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $49,381,651 | 193,267 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $40,206,463 | 201,294 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $28,601,234 | 204,968 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $34,685,480 | 211,768 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $34,171,249 | 69,181 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $48,728,230 | 78,277 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $46,325,755 | 83,206 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $41,292,656 | 86,206 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $31,358,565 | 84,513 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $26,889,772 | 83,493 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $30,907,219 | 86,967 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $25,975,828 | 106,132 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $23,976,149 | 104,394 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $2,039,336 | 12,438 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||