Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionSumitomo Mitsui Trust Holdings, Inc.
Latest Disclosed Ownership1,532,028 shares
Latest Disclosed Value $ 125,197,328
Sumitomo Mitsui Trust Holdings, Inc. reports 5.15% decrease in ownership of FTNT / Fortinet, Inc.

On April 30, 2026 - Sumitomo Mitsui Trust Holdings, Inc. filed a 13F-HR form disclosing ownership of 1,532,028 shares of Fortinet, Inc. (MX:FTNT) valued at $125,197,328 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,615,265 shares of Fortinet, Inc.. This represents a change in shares of -5.15% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F FORTINET COM 34959E109 1,532,028 -83,237 -5.15 125,197 -2.39 0.0810
2026-01-23 2025-12-31 13F FORTINET COM 34959E109 1,615,265 -41,623 -2.51 128,268 -7.93 0.0753
2025-10-27 2025-09-30 13F FORTINET COM 34959E109 1,656,888 -109,928 -6.22 139,311 -25.42 0.0802
2025-07-31 2025-06-30 13F FORTINET COM 34959E109 1,766,816 61,616 3.61 186,788 13.80 0.1164
2025-04-25 2025-03-31 13F FORTINET COM 34959E109 1,705,200 154,467 9.96 164,143 12.03 0.1160
2025-01-28 2024-12-31 13F FORTINET COM 34959E109 1,550,733 37,009 2.44 146,513 24.81 0.0989
2024-11-05 2024-09-30 13F FORTINET COM 34959E109 1,513,724 14,849 0.99 117,389 29.95 0.0814
2024-07-19 2024-06-30 13F FORTINET COM 34959E109 1,498,875 -164,024 -9.86 90,337 -20.47 0.0667
2024-04-19 2024-03-31 13F FORTINET COM 34959E109 1,662,899 551 0.03 113,593 16.75 0.0780
2024-01-30 2023-12-31 13F FORTINET COM 34959E109 1,662,348 15,687 0.95 97,297 0.69 0.0719
2023-10-30 2023-09-30 13F FORTINET COM 34959E109 1,646,661 -51,231 -3.02 96,626 -24.71 0.0793
2023-07-31 2023-06-30 13F FORTINET COM 34959E109 1,697,892 -195,145 -10.31 128,344 2.01 0.1000
2023-04-27 2023-03-31 13F FORTINET COM 34959E109 1,893,037 -34,943 -1.81 125,811 33.48 0.0937
2023-01-30 2022-12-31 13F FORTINET COM 34959E109 1,927,980 -96,990 -4.79 94,259 -5.26 0.0746
2022-10-21 2022-09-30 13F FORTINET COM 34959E109 2,024,970 10,013 0.50 99,487 -12.74 0.0817
2022-07-26 2022-06-30 13F FORTINET COM 34959E109 2,014,957 1,562,454 345.29 114,006 -26.28 0.0877
2022-04-27 2022-03-31 13F FORTINET COM 34959E109 452,503 -43,979 -8.86 154,638 -13.34 0.1030
2022-02-02 2021-12-31 13F FORTINET COM 34959E109 496,482 61,532 14.15 178,436 40.48 0.1085
2021-10-25 2021-09-30 13F FORTINET COM 34959E109 434,950 -20,226 -4.44 127,023 17.16 0.0791
2021-08-02 2021-06-30 13F FORTINET COM 34959E109 455,176 -21,815 -4.57 108,418 23.25 0.0641
2021-04-30 2021-03-31 13F FORTINET COM 34959E109 476,991 -17,874 -3.61 87,967 19.68 0.0550
2021-02-05 2020-12-31 13F FORTINET COM 34959E109 494,865 -25,580 -4.92 73,502 19.88 0.0475
2020-10-30 2020-09-30 13F FORTINET COM 34959E109 520,445 -64,677 -11.05 61,314 -23.66 0.0413
2020-07-27 2020-06-30 13F FORTINET COM 34959E109 585,122 -47,309 -7.48 80,320 25.53 0.0567
2020-04-27 2020-03-31 13F FORTINET COM 34959E109 632,431 85,914 15.72 63,983 9.66 0.0550
2020-01-31 2019-12-31 13F FORTINET COM 34959E109 546,517 -55,720 -9.25 58,346 26.21 0.0459
2019-10-31 2019-09-30 13F FORTINET COM 34959E109 602,237 37,398 6.62 46,228 6.52 0.0402
2019-07-29 2019-06-30 13F FORTINET COM 34959E109 564,839 -82,915 -12.80 43,397 -20.21 0.0387
2019-05-08 2019-03-31 13F FORTINET COM 34959E109 647,754 18,379 2.92 54,392 22.86 0.0503
2019-02-06 2018-12-31 13F FORTINET COM 34959E109 629,375 103,169 19.61 44,270 -8.82 0.0476
2018-11-07 2018-09-30 13F FORTINET COM 34959E109 526,206 28,982 5.83 48,553 56.41 0.0522
2018-08-01 2018-06-30 13F FORTINET COM 34959E109 497,224 82,022 19.75 31,042 39.53 0.0362
2018-05-01 2018-03-31 13F FORTINET COM 34959E109 415,202 2,736 0.66 22,247 23.45 0.0286
2018-02-06 2017-12-31 13F FORTINET COM 34959E109 412,466 4,599 1.13 18,021 23.28 0.0233
2017-11-07 2017-09-30 13F FORTINET COM 34959E109 407,867 7,655 1.91 14,618 -2.44 0.0206
2017-08-07 2017-06-30 13F FORTINET COM 34959E109 400,212 12,630 3.26 14,984 0.81 0.0220
2017-05-02 2017-03-31 13F FORTINET COM 34959E109 387,582 177 0.05 14,864 27.38 0.0230
2017-01-27 2016-12-31 13F FORTINET COM 34959E109 387,405 -6,157 -1.56 11,669 -19.71 0.0190
2016-10-28 2016-09-30 13F FORTINET COM 34959E109 393,562 -1,611 -0.41 14,534 16.42 0.0238
2016-07-29 2016-06-30 13F FORTINET COM 34959E109 395,173 -8,929 -2.21 12,484 0.86 0.0215
2016-05-06 2016-03-31 13F FORTINET COM 34959E109 404,102 39,195 10.74 12,378 7.86 0.0216
2016-02-09 2015-12-31 13F FORTINET COM 34959E109 364,907 364,907 11,476 0.0205
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.