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PANW · AMZN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PANWAMZN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PANW
  • AMZN
020406080202120222023202420252026
Holders and value by quarter
QuarterPANWAMZN
Q3 202015 holders, $2.0bn63 holders, $195bn
Q4 202023 holders, $4.0bn65 holders, $198bn
Q1 202121 holders, $3.6bn65 holders, $193bn
Q2 202120 holders, $3.9bn66 holders, $221bn
Q3 202126 holders, $4.6bn59 holders, $199bn
Q4 202121 holders, $5.4bn66 holders, $209bn
Q1 202229 holders, $6.3bn66 holders, $201bn
Q2 202232 holders, $5.0bn58 holders, $125bn
Q3 202229 holders, $4.8bn60 holders, $136bn
Q4 202221 holders, $3.4bn56 holders, $93.6bn
Q1 202329 holders, $5.7bn61 holders, $112bn
Q2 202332 holders, $6.9bn64 holders, $144bn
Q3 202329 holders, $7.1bn65 holders, $141bn
Q4 202325 holders, $6.8bn69 holders, $172bn
Q1 202423 holders, $4.9bn69 holders, $209bn
Q2 202417 holders, $5.1bn70 holders, $224bn
Q3 202420 holders, $4.9bn62 holders, $206bn
Q4 202423 holders, $5.3bn68 holders, $250bn
Q1 202524 holders, $5.6bn70 holders, $218bn
Q2 202525 holders, $6.9bn71 holders, $253bn
Q3 202530 holders, $7.1bn69 holders, $244bn
Q4 202522 holders, $9.0bn74 holders, $280bn
Q1 202621 holders, $7.6bn70 holders, $261bn
Q2 202627 holders, $21.7bn72 holders, $305bn
PANW

Palo Alto Networks Inc

Holders
30
Reported value
$7.1bn
Buyers
17
Sellers
13

Breadth +4 among 95 comparable managers.

Technology hardware and equipmentCloud and enterprise software · L3VLUP
AMZN

Amazon Com Inc

Holders
69
Reported value
$244bn
Buyers
33
Sellers
36

Breadth -3 among 95 comparable managers.

Consumer discretionaryCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q3 2025

Among the 70 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PANW (1)

PDT Partners LLC

Only AMZN (40)

Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Glenview Capital Management LLC, Harris Associates LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Pershing Square Capital Management LP, and 15 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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