Institutional Ownership Palantir Technologies Inc. (PLTR)
This table provides information about the institutional ownership of Palantir Technologies Inc. (PLTR). We have compiled data on the 3,206 institutions that hold shares in the stock, with a total of 1.18 Billion shares, which have been reported (via 13F filing form) to have a value of $205 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
9,242
shares
|
$1.61 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
9,212
shares
|
$1.6 Million
0.45% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
9,209
shares
|
$1.6 Million
0.47% of portfolio
|
Q3 2025
Added 26.85%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
9,193
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 26.07%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
9,170
shares
|
$1.6 Million
0.11% of portfolio
|
Q4 2025
Added 33.71%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
9,131
shares
|
$1.59 Million
1.06% of portfolio
|
Q3 2025
Reduced 56.01%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
9,128
shares
|
$1.59 Million
0.63% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
9,114
shares
|
$1.59 Million
0.17% of portfolio
|
Q4 2025
Added 36.05%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
9,086
shares
|
$1.58 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,029
shares
|
$1.57 Million
0.15% of portfolio
|
Q3 2025
Reduced 76.23%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
9,022
shares
|
$1.57 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
9,000
shares
|
$1.57 Million
0.54% of portfolio
|
Q4 2025
Reduced 8.44%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
8,983
shares
|
$1.56 Million
0.33% of portfolio
|
Q3 2025
Added 15.23%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
8,980
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
8,975
shares
|
$1.56 Million
0.6% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
8,969
shares
|
$1.56 Million
0.61% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
8,960
shares
|
$1.56 Million
0.17% of portfolio
|
Q4 2025
Reduced 68.8%
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
8,944
shares
|
$1.56 Million
0.6% of portfolio
|
Q3 2025
Reduced 25.84%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
8,940
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2025
Reduced 14.04%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
8,913
shares
|
$1.55 Million
0.42% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 12, 2026 Q4 2025 |
8,910
shares
|
$1.55 Million
1.15% of portfolio
|
Q4 2025
Reduced 9.18%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
8,901
shares
|
$1.55 Million
0.21% of portfolio
|
Q3 2025
Added 14.45%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
8,900
shares
|
$1.55 Million
0.72% of portfolio
|
Q3 2025
Added 79.83%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
8,872
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2025
Added 165.79%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
8,827
shares
|
$1.54 Million
0.16% of portfolio
|
Q2 2025
Added 3.87%
|
|