MORGAN STANLEY

Position in PANW — Palo Alto Networks Inc

CIK 895421 NEW YORK, NY

Back to PANW Full portfolio

Position in PANW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,181,375,336

-$429,906,313 QoQ

Shares Held

32,318,958

+6.1% QoQ

Ownership

3.97%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 28.954890810526752.ToString("F0")% Shared 0.ToString("F0")% None 71.04510918947325.ToString("F0")%

Common Shares in PANW Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

MORGAN STANLEY holds $74,052,632,714 across 149 Software - Infrastructure names. PANW ranks #2 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	124,881,288	$46,227,306,365
2	PANW	Palo Alto Networks Inc This page	32,318,958	$5,181,375,336
3	PLTR	Palantir Technologies Inc.	32,202,689	$4,710,609,338
4	ORCL	Oracle Corp	29,132,672	$4,285,707,368
5	NET	Cloudflare, Inc.	15,883,321	$3,277,364,446
6	SNPS	Synopsys Inc	3,915,831	$1,552,548,666
7	XYZ	Block, Inc.	15,880,557	$955,691,913
8	FTNT	Fortinet, Inc.	8,844,318	$722,757,656

All Filings in PANW

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,181,375,336	32,318,958	+6.1%	Shares	Defined	2026-05-15
2025-12-31	$5,611,281,649	30,462,984	-1.0%	Shares	Defined	2026-05-27
2025-09-30	$6,263,223,928	30,759,375	+0.6%	Shares	Defined	2026-05-27
2025-06-30	$6,257,700,465	30,579,068	+6.5%	Shares	Defined	2025-08-15
2025-03-31	$4,898,047,992	28,703,985	-5.5%	Shares	Defined	2025-05-15
2024-12-31	$5,527,735,718	30,378,851	+102.6%	Shares	Defined	2025-05-15
2024-09-30	$2,562,621,564	14,994,860	+7.0%	Shares	Defined	2025-05-14
2024-06-30	$2,376,371,777	14,019,479	+1.1%	Shares	Defined	2025-05-14
2024-03-31	$1,969,271,351	13,861,763	+11.2%	Shares	Defined	2024-10-17
2023-12-31	$1,838,449,107	12,469,134	+15.3%	Shares	Defined	2024-08-16
2023-09-30	$1,267,684,823	10,814,578	+2.4%	Shares	Defined	2023-11-15
2023-06-30	$1,349,337,952	10,561,919	+3.7%	Shares	Defined	2023-08-14
2023-03-31	$1,016,851,862	10,181,755	+2.6%	Shares	Defined	2023-05-15
2022-12-31	$692,201,696	9,921,194	+5.8%	Shares	Defined	2023-02-14
2022-09-30	$767,637,043	9,373,430	+223.9%	Shares	Defined	2022-11-14
2022-06-30	$238,204,767	2,893,528	-5.7%	Shares	Defined	2022-10-27
2022-03-31	$318,365,717	3,068,535	+5.2%	Shares	Defined	2022-10-27
2021-12-31	$270,770,379	2,917,995	-3.7%	Shares	Defined	2022-02-14
2021-09-30	$241,794,940	3,028,748	+1.4%	Shares	Defined	2021-11-15
2021-06-30	$184,681,203	2,986,354	+5.0%	Shares	Defined	2021-08-23
2021-03-31	$152,714,555	2,845,081	+2.0%	Shares	Defined	2021-05-17
2020-12-31	$165,169,070	2,788,525	-4.2%	Shares	Defined	2021-02-16
2020-09-30	$118,751,896	2,911,178	+50.7%	Shares	Defined	2020-11-13
2020-06-30	$73,954,975	1,932,034	+2.9%	Shares	Defined	2020-08-14
2020-03-31	$51,305,628	1,877,491	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.