Stock ownership · SEC 13F · Q4 2025
FORTINET INC
A breakdown of FORTINET INC's institutional base (CUSIP 34959E109): the holders, the concentration among them, and what changed last quarter.
- $35.2M
- Reported value
- 8
- Institutions
- 99%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, FORTINET INC ranks #261 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $35.2M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 8
- institutions hold it
- $35.2M
- reported 13F value
- 99%
- held by top 5
- #261
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, FORTINET INC ranks #261 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 34959E109 · Q4 2025 $35M reported
VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-MID #261/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 99% top-5
- PHOTO-FINISH VANGUARD FTSE DEVELO…
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: VANGUARD FTSE DEVELOPED
Read with: Ownership concentration guide - FORTINET INC's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · FORTINET INC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a FORTINET INC position has risen from 5 to 8 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 339,482 | $27.0M | 76.5% |
| 2 | Anchor Investment Management, LLC | 53,361 | $4.2M | 12.0% |
| 3 | SSA SWISS ADVISORS AG | 28,710 | $2.3M | 6.6% |
| 4 | Astoria Portfolio Advisors LLC. | 10,001 | $756K | 2.1% |
| 5 | Tempo Wealth, LLC | 7,102 | $564K | 1.6% |
| 6 | ARWA LLC | 3,781 | $300K | 0.9% |
| 7 | MidFirst Bank | 605 | $48K | 0.1% |
| 8 | Bell Investment Advisors, Inc | 254 | $20K | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among FORTINET INC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (11)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for FORTINET INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($35.2M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (8 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.