PALANTIR TECHNOLOGIES INC (PLTR)
Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.
147
Reporting holders
$647.1M
Reported value
0.1%
Calls
1.2%
Puts
-2,742
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $94.8M | 506,678 | 0.61% | 7q | -1.2%-$1.2M |
| ATWOOD & PALMER INC | $80.1M | 428,247 | 4.11% | 17q | -1.8%-$1.5M |
| Defender Capital, LLC. | $59.8M | 319,757 | 18.74% | 4q | +3.3%+$1.9M |
| Wedmont Private Capital | $51.7M | 260,132 | 1.24% | 16q | -1.2%-$620.0K |
| Farther Finance Advisors, LLC | $30.8M | 164,891 | 0.22% | 16q | +11.2%+$3.1M |
| CapWealth Advisors, LLC | $25.7M | 137,394 | 1.94% | 24q | -0.7%-$176.6K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $24.7M | 131,907 | 1.63% | 11q | -0.6%-$158.1K |
| Venture Visionary Partners LLC | $20.2M | 107,840 | 0.53% | 22q | +43.5%+$6.1M |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $19.0M | 61,807 | 3.73% | 13q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $16.9M | 90,173 | 1.09% | 15q | +1.7%+$288.8K |
| GLYNN CAPITAL MANAGEMENT LLC | $15.3M | 81,826 | 4.58% | 3q | +19.0%+$2.4M |
| SAPIENT CAPITAL LLC | $12.6M | 67,614 | 0.17% | 9q | -50.9%-$13.1M |
| BURR FINANCIAL SERVICES, LLC | $12.5M | 66,733 | 7.63% | 8q | -21.7%-$3.5M |
| GAMMA Investing LLC | $10.9M | 58,170 | 0.37% | 12q | +28.7%+$2.4M |
| Valeo Financial Advisors, LLC | $7.8M | 41,708 | 0.16% | 24q | -11.9%-$1.0M |
| CoreCap Advisors, LLC | $7.7M | 41,238 | 0.22% | 11q | +14.3%+$967.2K |
| Iowa State Bank | $7.1M | 37,768 | 1.19% | 8q | HELD |
| Gradient Investments LLC | $7.0M | 37,466 | 0.10% | 7q | +1093.9%+$6.4M |
| MassMutual Private Wealth & Trust, FSB | $6.3M | 33,620 | 0.17% | 14q | -1.0%-$60.6K |
| AMERICAN NATIONAL BANK & TRUST | $5.3M | 28,294 | 0.48% | 6q | -3.4%-$188.0K |
| Everhart Financial Group, Inc. | $5.1M | 27,466 | 0.32% | 14q | +17.6%+$768.4K |
| Capital Advisors Wealth Management, LLC | $4.4M | 23,778 | 0.50% | 9q | +3.5%+$152.4K |
| RIVERSEDGE ADVISORS, LLC | $4.4M | 23,310 | 0.54% | 10q | +4.5%+$188.7K |
| Kessler Investment Group, LLC | $4.2M | 22,187 | 2.00% | 3q | -8.5%-$384.8K |
| Avidian Wealth Enterprises, LLC | $4.1M | 21,898 | 0.11% | 9q | HELD |
| Bank of New Hampshire | $4.0M | 21,267 | 0.86% | 19q | -4.6%-$191.4K |
| Draper Asset Management, LLC | $3.7M | 18,177 | 1.70% | 3q | +16.9%+$536.3K |
| Coastline Trust Co | $3.5M | 18,547 | 0.32% | 8q | -3.4%-$123.6K |
| Silverleafe Capital Partners, LLC | $3.4M | 17,949 | 0.96% | 8q | -17.7%-$720.0K |
| ECLECTIC ASSOCIATES INC /ADV | $2.8M | 14,776 | 0.31% | 11q | -0.9%-$24.9K |
| Apella Capital, LLC | $2.8M | 14,113 | 0.03% | 18q | +5.0%+$132.5K |
| Cooper Financial Group | $2.7M | 14,227 | 0.21% | 8q | +21.2%+$466.3K |
| MFG WEALTH MANAGEMENT, INC. | $2.7M | 14,216 | 1.93% | 7q | -4.3%-$119.9K |
| Castle Rock Wealth Management, LLC | $2.4M | 12,666 | 0.46% | 11q | +4.5%+$104.3K |
| YHB Investment Advisors, Inc. | $2.3M | 12,254 | 0.14% | 8q | +1.1%+$25.6K |
| Gallagher Capital Advisors, LLC | $2.2M | 11,910 | 1.19% | 6q | -1.2%-$26.2K |
| Tactive Advisors, LLC | $2.2M | 11,781 | 0.53% | 6q | +4.9%+$103.4K |
| Sound Income Strategies, LLC | $2.2M | 11,068 | 0.10% | 25q | +2.9%+$62.8K |
| Mirador Capital Partners LP | $2.1M | 11,450 | 0.25% | 8q | -3.6%-$79.1K |
| Quintet Private Bank (Europe) S.A. | $2.1M | 11,115 | 0.09% | 16q | +62.3%+$797.8K |
| Wisconsin Wealth Advisors, LLC | $2.1M | 11,042 | 1.74% | 8q | -0.6%-$12.7K |
| Whalen Wealth Management Inc. | $2.0M | 10,752 | 0.86% | 6q | +4.1%+$79.3K |
| Bullock Wealth Management Group | $2.0M | 10,345 | 0.81% | 10q | HELD |
| Versant Capital Management, Inc | $1.9M | 10,355 | 0.17% | 15q | +6.9%+$124.9K |
| Breakwater Capital Group | $1.8M | 9,855 | 0.22% | new | NEW |
| Central Pacific Bank - Trust Division | $1.8M | 9,793 | 0.19% | new | NEW |
| Stonebridge Financial Group, LLC | $1.8M | 9,664 | 0.13% | 8q | +5.1%+$87.2K |
| VISTA INVESTMENT PARTNERS LLC | $1.8M | 9,624 | 0.47% | 9q | +1.3%+$22.3K |
| Olistico Wealth, LLC | $1.7M | 9,007 | 0.70% | 10q | -1.1%-$18.7K |
| Meadowbrook Wealth Management, LLC | $1.6M | 8,596 | 1.68% | 2q | -14.9%-$281.1K |
| Vann Equity Management LLC | $1.6M | 8,561 | 0.95% | 3q | -1.6%-$26.4K |
| RHODES INVESTMENT ADVISORS INC /ADV | $1.6M | 8,290 | 1.10% | 4q | -30.9%-$694.0K |
| Retireful, LLC | $1.6M | 8,288 | 1.34% | new | NEW |
| Noble Wealth Management PBC | $1.3M | 6,908 | 0.58% | 2q | HELD |
| Echo45 Advisors LLC | $1.3M | 6,706 | 0.57% | new | NEW |
| Worth Asset Management, LLC | $1.2M | 6,681 | 0.36% | 7q | +69.8%+$513.8K |
| Balefire, LLC | $1.2M | 6,493 | 0.19% | 6q | +19.2%+$196.0K |
| Gainplan LLC | $1.2M | 6,482 | 0.47% | 4q | +131.5%+$688.7K |
| Legacy Wealth Asset Management, LLC | $1.2M | 6,480 | 0.27% | 5q | -12.3%-$169.3K |
| PRIVATE CLIENT SERVICES, LLC | $1.1M | 6,035 | 0.30% | 7q | -1.0%-$12.0K |
| GK Wealth Management LLC | $1.1M | 5,981 | 0.63% | 2q | HELD |
| EASTERN BANK | $1.1M | 5,961 | 0.02% | 9q | +4.8%+$51.1K |
| Atlas Brown,Inc. | $1.1M | 5,794 | 0.29% | 8q | -3.9%-$43.6K |
| DOLIVER ADVISORS, LP | $1.1M | 5,719 | 0.23% | new | NEW |
| Dale Q Rice Investment Management Ltd | $1.1M | 5,618 | 0.57% | 8q | -5.7%-$63.0K |
| Crumly & Associates Inc. | $1.0M | 5,580 | 0.19% | 6q | +8.6%+$82.5K |
| Kaizen Financial Strategies | $1.0M | 5,390 | 0.40% | 10q | -2.3%-$23.4K |
| MRA Advisory Group | $980.7K | 5,243 | 0.37% | 8q | HELD |
| Monument Capital Management | $953.0K | 5,095 | 0.20% | 9q | -1.2%-$11.4K |
| Insight Wealth Strategies, LLC | $911.1K | 4,871 | 0.09% | 13q | -2.5%-$23.6K |
| Intelligence Driven Advisers, LLC | $890.6K | 4,761 | 0.15% | 9q | -3.3%-$30.5K |
| TOTH FINANCIAL ADVISORY CORP | $873.7K | 4,671 | 0.09% | 23q | +533.8%+$735.9K |
| GILPIN WEALTH MANAGEMENT, LLC | $864.9K | 4,624 | 0.58% | 4q | -18.6%-$197.5K |
| Acropolis Investment Management, LLC | $826.9K | 4,421 | 0.03% | 7q | -55.8%-$1.0M |
| Veracity Capital LLC | $776.3K | 4,150 | 0.21% | 7q | +19.4%+$125.9K |
| CHAPIN DAVIS, INC. | $737.2K | 3,941 | 0.14% | 9q | +0.5%+$3.7K |
| First Heartland Consultants, Inc. | $736.7K | 3,939 | 0.05% | 6q | +14.6%+$93.7K |
| ARMSTRONG ADVISORY GROUP, INC | $721.6K | 3,858 | 0.04% | 10q | -3.2%-$23.8K |
| Galvin, Gaustad & Stein, LLC | $706.5K | 3,777 | 0.05% | 2q | -23.6%-$218.7K |
| MOODY NATIONAL BANK TRUST DIVISION | $693.8K | 3,709 | 0.06% | 7q | +6.9%+$44.7K |
| SPRING CAPITAL MANAGEMENT, LLC | $690.4K | 3,691 | 0.33% | 7q | +5.5%+$35.7K |
| Aletheian Wealth Advisors LLC | $641.6K | 3,430 | 0.26% | 6q | +47.8%+$207.6K |
| Kure Advisory, LLC | $638.6K | 3,414 | 0.30% | 7q | -1.2%-$7.9K |
| Gerald Baker Financial Group LLC | $616.1K | 3,294 | 0.17% | 3q | HELD |
| Successful Portfolios LLC | $596.3K | 3,152 | 0.27% | 8q | HELD |
| FIRST COMMUNITY TRUST NA | $566.8K | 3,030 | 0.19% | 4q | HELD |
| GoalVest Advisory LLC | $529.4K | 2,830 | 0.09% | 11q | -2.0%-$10.8K |
| City Center Advisors, LLC | $526.4K | 2,814 | 0.40% | 5q | +12.8%+$59.7K |
| AVAII WEALTH MANAGEMENT, LLC | $523.6K | 2,774 | 0.15% | 8q | +0.5%+$2.6K |
| Emergent Wealth Advisors, LLC | $521.3K | 2,787 | 0.27% | 6q | HELD |
| Adelphi Trust Co | $479.0K | 2,561 | 0.32% | 2q | +1.6%+$7.7K |
| Oak Grove Capital LLC | $464.8K | 2,485 | 0.02% | new | NEW |
| Bill Few Associates, Inc. | $449.3K | 2,402 | 0.09% | 6q | -11.1%-$56.1K |
| BOS Asset Management, LLC | $435.1K | 2,326 | 0.10% | 8q | HELD |
| Weaver Consulting Group | $433.0K | 2,315 | 0.08% | 5q | -89.5%-$3.7M |
| Friday Financial | $416.6K | 2,192 | 0.08% | 3q | +33.3%+$104.1K |
| Montz Harcus Wealth Management LLC | $416.0K | 2,224 | 0.15% | 6q | +1.0%+$3.9K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $373.0K | 1,994 | 0.05% | new | NEW |
| DLK Investment Management, LLC | $358.8K | 1,918 | 0.13% | new | NEW |
| Plan A Wealth LLC | $356.1K | 1,904 | 0.13% | 5q | +8.6%+$28.2K |
Showing the largest 100 of 151 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-20 | Karp Alexander C. | See Remarks | Sold | 492,348 | $86.1M ×10 |
| 2026-05-20 | Karp Alexander C. | See Remarks | Sold | 397,744 | $54.1M ×5 |
| 2026-05-20 | Cohen Stephen Andrew | See Remarks | Sold | 319,934 | $43.5M ×5 |
| 2026-07-02 | Sankar Shyam | See Remarks | Sold | 185,000 | $24.1M ×2 |
| 2026-05-20 | Sankar Shyam | See Remarks | Sold | 165,514 | $22.5M ×5 |
| 2026-08-06 | Sankar Shyam | See Remarks | Sold | 35,000 | $5.4M ×5 |
| 2026-08-17 | Moore Alexander D. | Director | Sold | 16,000 | $2.8M ×4 |
| 2026-09-15 | Moore Alexander D. | Director | Sold | 16,000 | $2.8M ×7 |
| 2026-05-20 | Taylor Ryan D. | See Remarks | Sold | 19,662 | $2.7M ×5 |
| 2026-05-20 | Glazer David A. | See Remarks | Sold | 17,128 | $2.3M ×5 |
| 2026-04-15 | Moore Alexander D. | Director | Sold | 16,000 | $2.2M ×8 |
| 2026-07-15 | Moore Alexander D. | Director | Sold | 16,000 | $2.1M ×4 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 147 | $647.1M | 3,399,297 | 32 | 51 | 45 | 1.2% |
| Q2 2026 | 2,889 | $229.1B | 1,599,150,024 | 198 | 1,221 | 1,039 | 17.3% |
| Q1 2026 | 3,008 | $240.4B | 1,371,059,794 | 206 | 1,398 | 967 | 16.8% |
| Q4 2025 | 3,090 | $292.2B | 1,383,463,199 | 204 | 1,234 | 1,032 | 16.2% |
| Q3 2025 | 2,873 | $286.1B | 1,297,191,457 | 389 | 1,172 | 955 | 17.5% |
| Q2 2025 | 2,640 | $200.7B | 1,227,378,909 | 495 | 1,145 | 727 | 16.7% |
| Q1 2025 | 2,224 | $119.7B | 1,194,968,826 | 350 | 906 | 747 | 15.8% |
| Q4 2024 | 2,055 | $103.3B | 1,137,782,507 | 513 | 635 | 550 | 16.7% |
| Q3 2024 | 1,485 | $48.2B | 1,109,478,421 | 322 | 580 | 353 | 14.5% |
| Q2 2024 | 1,238 | $27.1B | 901,673,760 | 190 | 527 | 275 | 15.6% |
| Q1 2024 | 1,144 | $25.8B | 926,670,281 | 189 | 446 | 303 | 17.4% |
| Q4 2023 | 1,045 | $18.6B | 884,426,101 | 145 | 425 | 225 | 18.2% |
| Q3 2023 | 928 | $15.7B | 812,099,162 | 127 | 335 | 234 | 17.3% |
| Q2 2023 | 890 | $13.7B | 737,943,139 | 154 | 321 | 226 | 17.8% |
| Q1 2023 | 807 | $6.5B | 672,375,532 | 92 | 277 | 220 | 12.0% |
| Q4 2022 | 801 | $5.9B | 820,281,712 | 95 | 214 | 268 | 10.9% |
| Q3 2022 | 794 | $6.3B | 670,585,688 | 90 | 255 | 224 | 13.9% |
| Q2 2022 | 784 | $7.0B | 640,736,932 | 80 | 269 | 233 | 16.9% |
| Q1 2022 | 818 | $11.7B | 629,576,251 | 118 | 331 | 203 | 26.3% |
| Q4 2021 | 818 | $16.7B | 679,833,076 | 99 | 285 | 244 | 25.7% |
| Q3 2021 | 807 | $18.6B | 620,012,118 | 120 | 351 | 171 | 19.8% |
| Q2 2021 | 769 | $15.1B | 434,982,443 | 219 | 293 | 137 | 24.2% |
| Q1 2021 | 633 | $9.7B | 287,831,348 | 287 | 226 | 79 | 31.0% |
| Q4 2020 | 435 | $11.2B | 333,992,496 | 286 | 74 | 33 | 29.9% |
| Q3 2020 | 164 | $1.7B | 175,967,485 | 160 | 0 | 0 | 0.0% |
| Q2 2020 | 2 | $1.5M | 56,251 | 0 | 0 | 0 | 0.5% |
| Q1 2020 | 1 | $551.0K | 20,649 | 0 | 0 | 0 | 1.3% |
| Q4 2019 | 1 | $551.0K | 20,649 | 0 | 0 | 0 | 1.3% |
| Q3 2019 | 1 | $551.0K | 20,649 | 0 | 0 | 0 | 1.3% |
| Q2 2019 | 1 | $551.0K | 20,649 | 0 | 0 | 0 | 1.3% |
| Q1 2019 | 1 | $551.0K | 20,649 | 1 | 0 | 0 | 1.3% |