PLTR · Company research

Palantir Technologies Inc. (PLTR): Ownership & Institutional Holders

Reported institutional positions. Filing dates and sources matter.

RESEARCH CONTEXT

Understand the numbers

Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.

80records availableTechnology

Ownership & Institutional Holders data

Database-backed records only

80 rows
holder namecikperiod endshares heldmarket valueownership percentshares changeshares change percentfiling datedata source
Tompkins Financial Corporation1005817Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)42579496000———Oct 5, 2026SEC_13F_HR
Pachira Investments Inc.1563634Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)92841083164———Jul 17, 2026SEC_13F_DATASET
Greenspring Advisors, LLC1922200Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4297501332———Aug 11, 2026SEC_13F_DATASET
Blackstone Inc.1393818Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5918690453———Aug 14, 2026SEC_13F_DATASET
Essex LLC1889147Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3835447429———Jul 24, 2026SEC_13F_DATASET
Saba Capital Management, L.P.1510281Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10880012693696———Aug 14, 2026SEC_13F_DATASET
TOTH FINANCIAL ADVISORY CORP866780Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)73785986———Jul 14, 2026SEC_13F_DATASET
Sun Financial Inc2067342Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)111311950485———Aug 12, 2026SEC_13F_DATASET
Beacon Financial Advisory LLC1800502Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)100361170900———Aug 5, 2026SEC_13F_DATASET
Sage Mountain Advisors LLC1832274Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1767206156———Aug 5, 2026SEC_13F_DATASET
MASECO LLP2074052Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1905222113———Aug 5, 2026SEC_13F_DATASET
Rodgers Brothers Inc.1397290Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2450285842———Aug 5, 2026SEC_13F_DATASET
Graney & King, LLC2051568Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)13515751———Aug 7, 2026SEC_13F_DATASET
Americana Partners, LLC1797678Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)15721918342741———Aug 5, 2026SEC_13F_DATASET
Holocene Advisors, LP1700574Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2734000318975780———Aug 14, 2026SEC_13F_DATASET
Eukles Asset Management1632553Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)24228235———Aug 5, 2026SEC_13F_DATASET
Bayforest Capital Ltd2048423Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)56666035———Aug 5, 2026SEC_13F_DATASET
Syntegra Private Wealth Group, LLC1964298Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2779324226———Jul 15, 2026SEC_13F_DATASET
Moisand Fitzgerald Tamayo, LLC1649107Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)35040835———Jul 13, 2026SEC_13F_DATASET
Cohen Capital Management, Inc.1508120Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3666427712———Jul 8, 2026SEC_13F_DATASET
Deuterium Capital Management, LLC1860487Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)586306840362———Aug 5, 2026SEC_13F_DATASET
Calydon Capital1759271Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3720434012———Aug 14, 2026SEC_13F_DATASET
CFO4Life Group, LLC1706351Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7204840467———Aug 12, 2026SEC_13F_DATASET
OXFORD ASSET MANAGEMENT LLP1438284Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2427283158———Aug 14, 2026SEC_13F_DATASET
CITIZENS FINANCIAL GROUP INC/RI759944Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)345084026012———Aug 7, 2026SEC_13F_DATASET
GROUP ONE TRADING LLC932540Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1977800230749926———Aug 14, 2026SEC_13F_DATASET
HBK INVESTMENTS L P1011443Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7200839772———Aug 14, 2026SEC_13F_DATASET
Per Stirling Capital Management, LLC.1689933Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2434283951———Aug 14, 2026SEC_13F_DATASET
Tortoise Investment Management, LLC1599511Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2181254457———Aug 7, 2026SEC_13F_DATASET
Enclave Advisors LLC1836110Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)457775340803———Jul 14, 2026SEC_13F_DATASET
Aspiring Ventures, LLC1738640Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)312463645451———Aug 5, 2026SEC_13F_DATASET
UNIVEST FINANCIAL Corp102212Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2474288642———Aug 7, 2026SEC_13F_DATASET
Oxinas Partners, LLC1759320Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2444285141———Jul 14, 2026SEC_13F_DATASET
Congress Park Capital LLC1730945Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2614305011———Jul 14, 2026SEC_13F_DATASET
OneAscent Family Office, LLC2055812Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2279265891———Aug 11, 2026SEC_13F_DATASET
OneAscent Wealth Management LLC1844707Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2668311276———Aug 11, 2026SEC_13F_DATASET
Impact Capital Partners LLC2054916Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4336505881———Jul 14, 2026SEC_13F_DATASET
Gleason Group, Inc.1822632Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)293383———Jul 13, 2026SEC_13F_DATASET
SteelPeak Wealth, LLC1801868Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)9977811641107———Jul 13, 2026SEC_13F_DATASET
Murphy, Middleton, Hinkle & Parker, Inc.1730521Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3994465980———Jul 14, 2026SEC_13F_DATASET
FFT WEALTH MANAGEMENT LLC1653199Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3901455130———Jul 27, 2026SEC_13F_DATASET
ADAPT Investment Managers SA2029917Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)60000070002000———Jul 27, 2026SEC_13F_DATASET
Sollinda Capital Management LLC2012034Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3496407878———Aug 5, 2026SEC_13F_DATASET
Bleakley Financial Group, LLC1936953Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)820319570556———Aug 5, 2026SEC_13F_DATASET
NORTHSTAR ASSET MANAGEMENT Co1132708Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12515365———Jul 27, 2026SEC_13F_DATASET
CSM Advisors, LLC1863523Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)749388742———Aug 14, 2026SEC_13F_DATASET
KLINGENSTEIN FIELDS & CO LP859872Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)600067000900———Aug 5, 2026SEC_13F_DATASET
Wall Street Financial Group, Inc.2019337Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)135211577495———Jul 14, 2026SEC_13F_DATASET
Y.D. More Investments Ltd1870364Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4256496548———Aug 5, 2026SEC_13F_DATASET
TigerOak Management, L.L.C.2052586Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5729668402———Aug 11, 2026SEC_13F_DATASET
MetLife Investment Management, LLC1529735Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)61127971317921———Aug 14, 2026SEC_13F_DATASET
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD1639754Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)430405021477———Aug 5, 2026SEC_13F_DATASET
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD1639753Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12696014812423———Aug 5, 2026SEC_13F_DATASET
Emergent Wealth Advisors, LLC1799880Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2792325743———Jul 14, 2026SEC_13F_DATASET
V. M. MANNING & CO., INC.62061Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4620539015———Jul 13, 2026SEC_13F_DATASET
Wealth Intelligence, LLC2112078Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2368276275———Jul 13, 2026SEC_13F_DATASET
GILDER GAGNON HOWE & CO LLC902464Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)825749633909———Aug 14, 2026SEC_13F_DATASET
Heartland Bank & Trust Co1866040Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)112471312187———Aug 12, 2026SEC_13F_DATASET
Draper Asset Management, LLC1847921Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)155481813985———Aug 12, 2026SEC_13F_DATASET
COHEN & STEERS, INC.1284812Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1800210———Aug 14, 2026SEC_13F_DATASET
Howard Hughes Medical Institute810386Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)307573588419———Aug 14, 2026SEC_13F_DATASET
Brand Asset Management Group, Inc.1748766Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)327373819374———Aug 12, 2026SEC_13F_DATASET
VCI Wealth Management LLC2009388Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)149271741533———Aug 5, 2026SEC_13F_DATASET
MCF Advisors LLC1602905Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)142801666048———Aug 12, 2026SEC_13F_DATASET
REAP Financial Group, LLC2048581Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)35841768———Aug 4, 2026SEC_13F_DATASET
Prospera Capital Management, LLC2082673Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3381448118———Jul 27, 2026SEC_13F_DATASET
NATIXIS ADVISORS, LLC1018331Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1308453152657———Aug 14, 2026SEC_13F_DATASET
Pacifica Partners Inc.1799900Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)172196———Jul 13, 2026SEC_13F_DATASET
FWG Holdings, LLC1862067Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)145521788754———Aug 14, 2026SEC_13F_DATASET
HOLLENCREST CAPITAL MANAGEMENT1161722Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)313753660521———Aug 13, 2026SEC_13F_DATASET
Community Bank & Trust, Waco, Texas1654847Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1750204———Aug 4, 2026SEC_13F_DATASET
HAZLETT, BURT & WATSON, INC.46392Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)344———Jul 30, 2026SEC_13F_DATASET
Southland Equity Partners LLC2006517Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4093477530———Jul 13, 2026SEC_13F_DATASET
Highland Investment Advisors LLC2149882Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)36943051———Aug 13, 2026SEC_13F_DATASET
Modern Wealth Management, LLC2001900Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)257032998769———Aug 14, 2026SEC_13F_DATASET
FIRST CITIZENS BANK & TRUST CO1092203Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)9265510810058———Jul 13, 2026SEC_13F_DATASET
AEGON ASSET MANAGEMENT UK Plc1539994Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)21103824621803———Jul 13, 2026SEC_13F_DATASET
V-Square Quantitative Management LLC1943239Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4221492464———Jul 27, 2026SEC_13F_DATASET
COLDSTREAM CAPITAL MANAGEMENT INC1082339Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)472135508322———Aug 14, 2026SEC_13F_DATASET
71 West Capital Partners2111530Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)371264331490———Aug 4, 2026SEC_13F_DATASET

Informational research only, not financial advice. Forecasts are uncertain and can be wrong.