Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,043,077,185
+$4,861,701,849 QoQ
Shares Held
29,450,112
-8.9% QoQ
Ownership
3.61%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#4
of 2,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,774 across 153 Software - Infrastructure names. PANW ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,674,661 | $47,625,202,034 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
29,450,112 | $10,043,077,185 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
25,978,188 | $4,956,248,589 | |
| 4 | ORCL |
Oracle Corp
|
30,551,196 | $4,477,277,765 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
34,021,287 | $3,969,263,546 | |
| 6 | NET |
Cloudflare, Inc.
|
15,258,327 | $3,742,562,438 | |
| 7 | SNPS |
Synopsys Inc
|
3,768,607 | $1,681,062,510 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,561,672 | $1,315,244,043 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,043,077,185 | 29,450,112 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,181,375,336 | 32,318,958 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,611,281,649 | 30,462,984 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $6,263,223,928 | 30,759,375 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $6,257,700,465 | 30,579,068 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,898,047,992 | 28,703,985 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,527,735,718 | 30,378,851 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,125,243,141 | 14,994,860 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,752,743,566 | 14,019,479 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,938,542,710 | 13,861,763 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,676,898,225 | 12,469,134 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,535,369,655 | 10,814,578 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,698,675,915 | 10,561,919 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,033,703,734 | 10,181,755 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,384,403,402 | 9,921,194 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,535,274,094 | 9,373,430 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,429,228,635 | 2,893,528 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,910,194,332 | 3,068,535 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,624,622,308 | 2,917,995 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,450,769,679 | 3,028,748 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,108,087,243 | 2,986,354 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $916,287,350 | 2,845,081 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $991,014,451 | 2,788,525 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $712,511,393 | 2,911,178 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $443,729,859 | 1,932,034 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $307,833,796 | 1,877,491 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||