Public record / Tickers / PLTR

PLTR — Palantir Technologies Inc.

Both disclosure regimes on one name: who in Congress filed about PLTR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
51
all PTR rows naming PLTR
Members · 12m
8
13 buys · 9 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $100K–$250K

Purchase · traded 2024-11-07 → filed 2025-08-13. Ranked over every PLTR row by the provable lower bound, never a point estimate.

8 members · 13 buys / 9 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

11 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

48 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 48 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PLTR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PLTR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-17 LATE·49d$1K–$15K
2026-08-07Michael A. Rulli R–OH-6SaleTraded 05-06 LATE·93d$1K–$15K
2026-08-07Michael A. Rulli R–OH-6PurchaseTraded 01-09 LATE·210d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$15K–$50K
2026-06-16John Boozman R–ARPurchase · JT (jointly owned)Traded 05-15 +32d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 51 ↗

Members active in PLTR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PLTR in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-3111−$74.0K to $122K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Jonathan L. Jackson D–IL-12−$35.0K to $35.0K2
Michael A. Rulli R–OH-62−$14.0K to $14.0K2
Alan Armstrong R–OK1$15.0K to $50.0K2
Cleo Fields D–LA-61$15.0K to $50.0K1
John Boozman R–AR1$1.0K to $15.0K6
Thomas R. Suozzi D–NY-31−$50.0K to −$15.0K2

8 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · PLTR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
4 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31, John Boozman R–AR, Michael A. Rulli R–OH-6 $18K–$95K
Sellers
1 Michael A. Rulli R–OH-6 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $5.2M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PALANTIR TECHNOLOGIES INC

Merged timeline of congressional filings and notable-manager moves on PLTR
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-08-07Michael A. Rulli CongressSale$1K–$15K
2026-08-07Michael A. Rulli CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$15K–$50K
2026-06-16John Boozman CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+86,390 sh
2026-05-15Tudor Investment Corp 13Fadd+55,400 sh
2026-05-15Bridgewater Associates 13Fadd+96,130 sh
2026-05-14Caxton Associates 13Ftrim−59,316 sh

9 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of PLTR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$27.6B1
2VANGUARD CAPITAL MANAGEMENT LLC$21.2B1
3STATE STREET CORP$14.9B1
4GEODE CAPITAL MANAGEMENT, LLC$8.1B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$7.3B1
6MORGAN STANLEY$4.7B1
7NORTHERN TRUST CORP$3.1B1
8Invesco Ltd.$3.1B1
9FMR LLC$2.8B1
10BANK OF AMERICA CORP /DE/$2.8B1
11Amundi$2.4B1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.4B1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.1B1
14Legal & General Group Plc$2.0B1
15VANGUARD FIDUCIARY TRUST CO$1.9B1
16Bank of New York Mellon Corp$1.9B1
17Nuveen, LLC$1.6B1
18JENNISON ASSOCIATES LLC$1.6B1
19ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.5B1
20DEUTSCHE BANK AG\$1.5B1
21WELLINGTON MANAGEMENT GROUP LLP$1.3B1
22JANE STREET GROUP, LLC$1.3B1
23BANK OF MONTREAL /CAN/$1.1B1
24MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.1B1
25RENAISSANCE TECHNOLOGIES LLC$1.0B1
26UBS Group AG$991M1
27Swiss National Bank$981M1
28TWO SIGMA INVESTMENTS, LP$941M1
29CANADA PENSION PLAN INVESTMENT BOARD$920M1
30Daiwa Securities Group Inc.$909M1
31Mitsubishi UFJ Asset Management Co., Ltd.$789M1
32National Pension Service$758M1
33LPL Financial LLC$747M1
34ROYAL BANK OF CANADA$745M1
35Vanguard Global Advisers, LLC$728M1
36CITIGROUP INC$721M1
37NATIONAL BANK OF CANADA /FI/$690M1
38WELLS FARGO & COMPANY/MN$685M1
39FRANKLIN RESOURCES INC$647M1
40AMERICAN CENTURY COMPANIES INC$626M1
41HSBC HOLDINGS PLC$618M1
42DIMENSIONAL FUND ADVISORS LP$574M1
43D. E. Shaw & Co., Inc.$570M1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$564M1
45VOYA INVESTMENT MANAGEMENT LLC$560M1
46AQR CAPITAL MANAGEMENT LLC$553M1
47Swedbank AB$553M1
48RAYMOND JAMES FINANCIAL INC$518M1
49ALLIANCEBERNSTEIN L.P.$517M1
50VANGUARD ASSET MANAGEMENT, Ltd$517M1
51Holocene Advisors, LP$499M1
52ProShare Advisors LLC$488M1
53Janus Henderson Group Ltd.$480M1
54Allianz Asset Management GmbH$437M1
55PRINCIPAL FINANCIAL GROUP INC$418M1
56Hudson Bay Capital Management LP$396M1
57NEW YORK STATE COMMON RETIREMENT FUND$339M1
58Clear Street Group Inc.$319M1
59SEI INVESTMENTS CO$311M1
60ADAGE CAPITAL PARTNERS GP, L.L.C.$299M1
61TORONTO DOMINION BANK$296M1
62CITADEL ADVISORS LLC$295M1
63BANK OF NOVA SCOTIA$289M1
64Mariner, LLC$287M1
65AVIVA PLC$285M1
66STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$282M1
67BNP Paribas Asset Management Holding S.A.$274M1
68Korea Investment CORP$264M1
69NORDEA INVESTMENT MANAGEMENT AB$264M1
70Mirae Asset Global Investments Co., Ltd.$263M1
71FIRST TRUST ADVISORS LP$252M1
72Cetera Investment Advisers$244M1
73NEOS Investment Management LLC$232M1
74Universal- Beteiligungs- und Servicegesellschaft mbH$232M1
75Vident Advisory, LLC$229M1
76SUSQUEHANNA INTERNATIONAL GROUP, LLP$222M1
77MANUFACTURERS LIFE INSURANCE COMPANY, THE$221M1
78ALLEN HOLDING INC /NY$219M1
79DANSKE BANK A/S$214M1
80OSAIC HOLDINGS, INC.$213M1
81Tidal Investments LLC$211M1
82PRUDENTIAL FINANCIAL INC$209M1
83PANAGORA ASSET MANAGEMENT INC$207M1
84Quantinno Capital Management LP$205M1
85COMMONWEALTH EQUITY SERVICES, LLC$202M1
86PACIFIC HEIGHTS ASSET MANAGEMENT LLC$199M1
87FEDERATED HERMES, INC.$198M1
88Ensign Peak Advisors, Inc$196M1
89SCHRODER INVESTMENT MANAGEMENT GROUP$195M1
90Heard Capital LLC$193M1
91Cresset Asset Management, LLC$189M1
92Rafferty Asset Management, LLC$188M1
93Aberdeen Group plc$186M1
94TD ASSET MANAGEMENT INC$184M1
95Capital Research Global Investors$184M1
96STATE OF WISCONSIN INVESTMENT BOARD$180M1
97PFA Pension, Forsikringsaktieselskab$180M1
98Saudi Central Bank$175M1
99Rockefeller Capital Management L.P.$165M1
100Chevy Chase Trust Holdings, LLC$165M1
101ALLEN OPERATIONS LLC$165M1
102ENVESTNET ASSET MANAGEMENT INC$163M1
103STIFEL FINANCIAL CORP$160M1
104CIBC Asset Management Inc$159M1
105ROYAL LONDON ASSET MANAGEMENT LTD$158M1
106Vanguard Investments Australia, Ltd.$156M1
107Harvest Portfolios Group Inc.$154M1
108Pictet Asset Management Holding SA$154M1
109ING GROEP NV$148M1
110Squarepoint Ops LLC$143M1
111Hyperion Asset Management Ltd$143M1
112Asset Management One Co., Ltd.$141M1
113TEACHER RETIREMENT SYSTEM OF TEXAS$140M1
114NOMURA ASSET MANAGEMENT CO LTD$138M1
115Cypress Point Wealth Management, LLC$136M1
1161832 Asset Management L.P.$130M1
117STATE OF MICHIGAN RETIREMENT SYSTEM$128M1
118Polar Capital Holdings Plc$127M1
119Cerity Partners LLC$127M1
120KLP KAPITALFORVALTNING AS$125M1
121UNICOM Systems, Inc.$123M1
122Trexquant Investment LP$116M1
123Eurizon Capital SGR S.p.A.$115M1
124State of New Jersey Common Pension Fund D$114M1
125DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$114M1
126Zurcher Kantonalbank (Zurich Cantonalbank)$114M1
127Brevan Howard Capital Management LP$112M1
128OFI INVEST ASSET MANAGEMENT$110M1
129NATIXIS$110M1
130DOCK STREET ASSET MANAGEMENT INC$109M1
131BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$109M1
132Calamos Advisors LLC$108M1
133Lansforsakringar Fondforvaltning AB (publ)$107M1
134Clearbridge Investments, LLC$105M1
135Swiss Life Asset Management Ltd$105M1
136Creative Planning$104M1
137HighTower Advisors, LLC$101M1
138Resona Asset Management Co.,Ltd.$101M1
139CREDIT AGRICOLE S A$99.7M1
140Focus Partners Wealth$99.4M1
141WESTFIELD CAPITAL MANAGEMENT CO LP$98.7M1
142INTECH INVESTMENT MANAGEMENT LLC$96.5M1
143OSSIAM$93.4M1
144NISSAY ASSET MANAGEMENT CORP /JAPAN$93.0M1
145Arizona State Retirement System$91.6M1
146Czech National Bank$91.0M1
147XPONANCE LLC$89.9M1
148SALEM INVESTMENT COUNSELORS INC$84.8M1
149FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$84.7M1
150Wealthfront Advisers LLC$82.6M1
151Sanctuary Advisors, LLC$82.2M1
152Robeco Institutional Asset Management B.V.$80.2M1
153Corient Private Wealth LLC$79.8M1
154Woodline Partners LP$79.5M1
155Hound Partners, LLC$79.4M1
156IEQ CAPITAL, LLC$79.2M1
157MACQUARIE GROUP LTD$79.0M1
158Gotham Asset Management, LLC$78.4M1
159Lido Advisors, LLC$78.4M1
160PUBLIC SECTOR PENSION INVESTMENT BOARD$78.0M1
161COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$77.8M1
162TRUIST FINANCIAL CORP$77.2M1
163AE Wealth Management LLC$76.4M1
164US BANCORP \DE\$73.6M1
165MML INVESTORS SERVICES, LLC$72.8M1
166CAPITOLIS LIQUID GLOBAL MARKETS LLC$71.7M1
167MACKENZIE FINANCIAL CORP$71.6M1
168CI INVESTMENTS INC.$71.1M1
169Retirement Systems of Alabama$71.0M1
170CWM, LLC$70.7M1
171DnB Asset Management AS$70.6M1
172Optiver Holding B.V.$70.6M1
173OpenArc Corporate Advisory, LLC$70.3M1
174FIFTH THIRD BANCORP$69.8M1
175GUGGENHEIM CAPITAL LLC$68.6M1
176GATEWAY INVESTMENT ADVISERS LLC$68.6M1
177IFM Investors Pty Ltd$68.1M1
178&PARTNERS$68.0M1
179NewEdge Advisors, LLC$68.0M1
180EXCHANGE TRADED CONCEPTS, LLC$66.0M1
181CIBC Bancorp USA Inc.$65.3M1
182Rakuten Investment Management, Inc.$65.3M1
183WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$65.0M1
184Kingsview Wealth Management, LLC$61.8M1
185Van Cleef Asset Management,Inc$61.3M1
186O'SHAUGHNESSY ASSET MANAGEMENT, LLC$61.2M1
187Sargent Investment Group, LLC$60.7M1
188Andra AP-fonden$59.6M1
189Zurich Insurance Group Ltd/FI$59.3M1
190OP Asset Management Ltd$58.5M1
191Private Advisor Group, LLC$57.7M1
192ASSETMARK, INC$55.7M1
193Schonfeld Strategic Advisors LLC$55.7M1
194Sumitomo Mitsui DS Asset Management Company, Ltd$55.5M1
195Vontobel Holding Ltd.$54.9M1
196NOMURA HOLDINGS INC$54.8M1
197Baird Financial Group, Inc.$54.2M1
198MERCER GLOBAL ADVISORS INC /ADV$54.1M1
199QRG CAPITAL MANAGEMENT, INC.$53.7M1
200UniSuper Management Pty Ltd$53.6M1
201Varma Mutual Pension Insurance Co$53.5M1
202Summit Trail Advisors, LLC$52.8M1
203Jain Global LLC$52.3M1
204KESTRA PRIVATE WEALTH SERVICES, LLC$52.3M1
205Utah Retirement Systems$51.9M1
206Man Group plc$51.0M1
207Kestra Advisory Services, LLC$50.6M1
208Global X Japan Co., Ltd.$50.1M1
209USS Investment Management Ltd$49.7M1
210Bank Julius Baer & Co. Ltd, Zurich$49.0M1
211Summit Financial, LLC$48.3M1
212NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$48.3M1
213Marex Group Ltd$47.2M1
214CAPSTONE INVESTMENT ADVISORS, LLC$46.9M1
215KEYWISE CAPITAL MANAGEMENT (HK) Ltd$46.8M1
216PRUDENTIAL PLC$46.5M1
217NEW YORK LIFE INVESTMENT MANAGEMENT LLC$46.4M1
218MILLENNIUM MANAGEMENT LLC$46.2M1
219BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$46.1M1
220LAZARD ASSET MANAGEMENT LLC$45.8M1
221Vanguard Personalized Indexing Management, LLC$45.6M1
222SHELTON CAPITAL MANAGEMENT$45.0M1
223Connor, Clark & Lunn Investment Management Ltd.$43.9M1
224INDEPENDENT FINANCIAL GROUP, LLC$43.8M1
225ATALANTA SOSNOFF CAPITAL, LLC$43.8M1
226Investment Management Corp of Ontario$42.8M1
227Aware Super Pty Ltd as trustee of Aware Super$42.4M1
228Elo Mutual Pension Insurance Co$42.0M1
229FORTRESS PRIVATE LEDGER, LLC$40.9M1
230IMC-Chicago, LLC$40.7M1
231GILDER GAGNON HOWE & CO LLC$40.3M1
232COMMERCE BANK$40.0M1
233STEPHENS INC /AR/$39.1M1
234U.S. Capital Wealth Advisors, LLC$38.6M1
235OREGON PUBLIC EMPLOYEES RETIREMENT FUND$38.3M1
236OPPENHEIMER & CO INC$38.2M1
237Jefferies Financial Group Inc.$37.8M1
238NLB Skladi, upravljanje premozenja, d.o.o.$37.7M1
239Equitable Holdings, Inc.$37.6M1
240Wedmont Private Capital$37.4M1
241BSN Capital Partners Ltd$37.4M1
242Beacon Pointe Advisors, LLC$37.0M1
243FACTORY MUTUAL INSURANCE CO$36.5M1
244PEAK6 LLC$35.7M1
245ZACKS INVESTMENT MANAGEMENT$35.7M1
246MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$35.5M1
247United Capital Management of KS, Inc.$35.2M1
248Silvant Capital Management LLC$35.2M1
249Carroll Investors, Inc$34.8M1
250Sequoia Financial Advisors, LLC$34.7M1
251ASR Vermogensbeheer N.V.$34.5M1
252Norinchukin Bank, The$34.4M1
253Quadrature Capital Ltd$34.4M1
254TUDOR INVESTMENT CORP ET AL$33.9M1
255COOKSON PEIRCE & CO INC$33.4M1
256BLAIR WILLIAM & CO/IL$33.0M1
257Snowden Capital Advisors LLC$32.5M1
258CIBC WORLD MARKET INC.$32.3M1
259VOLORIDGE INVESTMENT MANAGEMENT, LLC$31.9M1
260Union Bancaire Privee, UBP SA$31.4M1
261Hedeker Wealth, LLC$31.4M1
262Chicago Capital, LLC$30.3M1
263Stratos Wealth Partners, LTD.$30.3M1
264SPIREPOINT PRIVATE CLIENT, LLC$30.2M1
265McGuire Investment Group, LLC$30.2M1
266Empowered Funds, LLC$30.1M1
267Caprock Group, LLC$29.5M1
268M&T BANK CORP$29.5M1
269GTS SECURITIES LLC$29.3M1
270Telemark Asset Management, LLC$29.3M1
271Privium Fund Management B.V.$29.3M1
272Prospera Financial Services Inc$29.2M1
273Concurrent Investment Advisors, LLC$29.1M1
274Allspring Global Investments Holdings, LLC$28.4M1
275Steward Partners Investment Advisory, LLC$28.3M1
276SteelPeak Wealth, LLC$27.6M1
277Federation des caisses Desjardins du Quebec$27.5M1
278NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$27.2M1
279BRIDGEWAY CAPITAL MANAGEMENT, LLC$27.1M1
280Crossmark Global Holdings, Inc.$26.2M1
281PROFUND ADVISORS LLC$25.7M1
282Sloy Dahl & Holst, LLC$25.2M1
283SW Investment Management LLC$24.9M1
284Main Street Research LLC$24.5M1
285INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$24.3M1
286Merit Financial Group, LLC$24.3M1
287Rokos Capital Management LLP$24.2M1
288IQ EQ FUND MANAGEMENT (IRELAND) Ltd$24.1M1
289Pathstone Holdings, LLC$24.0M1
290WORLDQUANT MILLENNIUM ADVISORS LLC$23.8M1
291Vinva Investment Management Ltd$23.7M1
292VestGen Advisors, LLC$23.6M1
293HOEY INVESTMENTS, INC$23.4M1
294Danica Pension, Livsforsikringsaktieselskab$23.4M1
295Aptus Capital Advisors, LLC$23.3M1
296Artisan Partners Limited Partnership$22.8M1
297E Fund Management Co., Ltd.$22.7M1
298B. Riley Wealth Advisors, Inc.$22.3M1
299KIECKHEFER GROUP LLC$21.7M1
300Brookstone Capital Management$21.7M1
301RPG Investment Advisory, LLC$21.5M1
302Allworth Financial LP$21.4M1
303Compagnie Lombard Odier SCmA$21.2M1
304Clarity Financial LLC$21.1M1
305FFG Partners, LLC$20.9M1
306Osmosis Investment Management UK Ltd$20.8M1
307AlphaStar Capital Management, LLC$20.6M1
308KADENSA CAPITAL Ltd$20.6M1
309Advisors Asset Management, Inc.$20.5M1
310Forum Financial Management, LP$20.4M1
311MIZUHO SECURITIES USA LLC$20.2M1
312Orion Investment Co$19.7M1
313Independent Advisor Alliance$19.7M1
314Banco Santander, S.A.$19.4M1
315Itau Unibanco Holding S.A.$19.3M1
316Aquatic Capital Management LLC$19.2M1
317Americana Partners, LLC$19.1M1
318OMERS ADMINISTRATION Corp$19.0M1
319Yarbrough Capital, LLC$18.9M1
320Bridgewater Associates, LP$18.8M1
321TD Waterhouse Canada Inc.$18.7M1
322CTC LLC$18.6M1
323Point72 Asset Management, L.P.$18.5M1
324FAGAN ASSOCIATES, INC.$18.4M1
325Illinois Municipal Retirement Fund$18.4M1
326CWA Asset Management Group, LLC$18.4M1
327MIRAE ASSET SECURITIES (USA) INC.$18.3M1
328Canvas Wealth Advisors, LLC$17.7M1
329WCG Wealth Advisors LLC$17.7M1
330JACOBS LEVY EQUITY MANAGEMENT, INC$17.6M1
331LaFleur & Godfrey LLC$17.6M1
332AFFINITY WEALTH MANAGEMENT LLC$17.6M1
333Parisi Gray Wealth Management$17.4M1
334SCOTIA CAPITAL INC.$17.2M1
335Knollwood Investment Advisory, LLC$17.1M1
336ODDO BHF ASSET MANAGEMENT SAS$17.0M1
337WASHINGTON TRUST BANK$16.9M1
338KING LUTHER CAPITAL MANAGEMENT CORP$16.9M1
339Carnegie Investment Counsel$16.8M1
340Lombard Odier Asset Management (Switzerland) SA$16.3M1
341PFG Investments, LLC$16.3M1
342Apollon Wealth Management, LLC$16.2M1
343WINTON GROUP Ltd$16.1M1
344Rockline Wealth Management, LLC$16.1M1
345Maryland State Retirement & Pension System$16.0M1
346CANTOR FITZGERALD, L. P.$15.8M1
347Moors & Cabot, Inc.$15.8M1
348BALYASNY ASSET MANAGEMENT L.P.$15.7M1
349Faithward Advisors, LLC$15.6M1
350UMB Bank, n.a.$15.6M1
351Dai-ichi Life Insurance Company, Ltd$15.6M1
352EFG International AG$15.6M1
353NTV ASSET MANAGEMENT LLC$15.5M1
354VERUS CAPITAL PARTNERS, LLC$15.2M1
355Vestmark Advisory Solutions, Inc.$14.9M1
356Envestnet Portfolio Solutions, Inc.$14.8M1
357Archon Partners LLC$14.6M1
358Iron Gate Global Advisors LLC$14.6M1
359OPPENHEIMER ASSET MANAGEMENT INC.$14.6M1
360United Advisor Group, LLC$14.4M1
361Capital Investment Counsel, Inc$14.3M1
362Teamwork Financial Advisors, LLC$14.3M1
363Purpose Unlimited Inc.$14.2M1
364Metis Global Partners, LLC$14.2M1
365HB Wealth Management, LLC$14.1M1
366FORTEM FINANCIAL GROUP, LLC$14.1M1
367Orion Porfolio Solutions, LLC$14.0M1
368J.W. COLE ADVISORS, INC.$14.0M1
369Citizens Business Bank$14.0M1
370Vise Technologies, Inc.$13.9M1
371Perigon Wealth Management, LLC$13.9M1
372ABN AMRO INVESTMENT SOLUTIONS$13.7M1
373MUFG Securities EMEA plc$13.7M1
374Inspire Investing, LLC$13.6M1
375DIVERSIFY WEALTH MANAGEMENT, LLC$13.5M1
376SIH Partners, LLLP$13.3M1
377OAK RIDGE INVESTMENTS LLC$13.2M1
378NFSG Corp$13.1M1
379MGO ONE SEVEN LLC$13.0M1
380Sigma Planning Corp$13.0M1
381BURR FINANCIAL SERVICES, LLC$13.0M1
382DAVENPORT & Co LLC$13.0M1
383FIRST CITIZENS BANK & TRUST CO$13.0M1
384Dynamic Advisor Solutions LLC$13.0M1
385Bleakley Financial Group, LLC$12.9M1
386BENNINGFIELD FINANCIAL ADVISORS, LLC$12.8M1
387Siemens Fonds Invest GmbH$12.8M1
388Sustainable Insight Capital Management, LLC$12.8M1
389FOUNDATIONS INVESTMENT ADVISORS, LLC$12.7M1
390Blue Sky Capital Consultants Group, Inc.$12.7M1
391LMR Partners LLP$12.7M1
392Rakuten Securities, Inc.$12.6M1
393Kovack Advisors, Inc.$12.4M1
394Mitsubishi UFJ Trust & Banking Corp$12.4M1
395MEANS INVESTMENT CO., INC.$12.3M1
396BENJAMIN EDWARDS INC$12.2M1
397Cyndeo Wealth Partners, LLC$12.2M1
398TOKIO MARINE ASSET MANAGEMENT CO LTD$12.2M1
399Voleon Capital Management LP$12.1M1
400Tower Research Capital LLC (TRC)$12.0M1
401SIERRA SUMMIT ADVISORS LLC$11.9M1
402Advisors Capital Management, LLC$11.8M1
403ELLERSON GROUP INC /ADV$11.6M1
404AGP FRANKLIN, LLC$11.6M1
405FIL Ltd$11.6M1
406Capital Wealth Planning, LLC$11.5M1
407Spire Wealth Management$11.5M1
408Patriot Financial Group Insurance Agency, LLC$11.4M1
409D.A. DAVIDSON & CO.$11.3M1
410Callan Family Office, LLC$11.2M1
411Sowell Financial Services LLC$11.2M1
412Henson-Edgewater Management, LLC$11.2M1
413Leonteq Securities AG$11.2M1
414PKO Investment Management Joint-Stock Co$11.1M1
415Independent Solutions Wealth Management, LLC$11.1M1
416Owen LaRue, LLC$11.1M1
417Bosman Wealth Management, LLC$11.0M1
418UNITED CAPITAL FINANCIAL ADVISORS, LLC$11.0M1
419Meeder Advisory Services, Inc.$10.9M1
420SAPIENT CAPITAL LLC$10.9M1
421Caitong International Asset Management Co., Ltd$10.9M1
422Focus Partners Advisor Solutions, LLC$10.9M1
423MAI Capital Management$10.8M1
424NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$10.7M1
425Compound Planning, Inc.$10.7M1
426AXXCESS WEALTH MANAGEMENT, LLC$10.6M1
427Generali Asset Management SPA SGR$10.6M1
428SIGNATUREFD, LLC$10.5M1
429McBroom & Associates, LLC$10.5M1
430Atria Investments, Inc$10.4M1
431NewEdge Wealth, LLC$10.4M1
432SEVEN GRAND MANAGERS, LLC$10.4M1
433CHOREO, LLC$10.3M1
434Cache Advisors, LLC$10.1M1
435Venture Visionary Partners LLC$10.1M1
436TOCQUEVILLE ASSET MANAGEMENT L.P.$10.0M1
437Trifecta Capital Advisors, LLC$10.0M1
438Ashton Thomas Private Wealth, LLC$10.0M1
439Laird Norton Wetherby Trust Company, LLC$10.0M1
440Mubadala Investment Co PJSC$10.0M1
441MARK SHEPTOFF FINANCIAL PLANNING, LLC$10.0M1
442HUB Investment Partners, LLC$9.9M1
443CAMBIENT FAMILY OFFICE, LLC$9.9M1
444Transamerica Financial Advisors, LLC$9.8M1
445GABLES CAPITAL MANAGEMENT INC.$9.8M1
446Pine Valley Investments Ltd Liability Co$9.8M1
447Elite Wealth Management, Inc.$9.6M1
448Gunderson Capital Management LLC$9.6M1
449Meiji Yasuda Asset Management Co Ltd.$9.6M1
450Weiss Asset Management LP$9.6M1
451Indivisible Partners$9.6M1
452CORNERSTONE ENTERPRISES, LLC$9.6M1
453Aragon Global Management, LP$9.5M1
454GFS Advisors, LLC$9.5M1
455North Dakota State Investment Board$9.4M1
456Larson Financial Group LLC$9.4M1
457Sun Group Wealth Partners$9.3M1
458Verition Fund Management LLC$9.3M1
459PDT Partners, LLC$9.3M1
460Mutual Advisors, LLC$9.3M1
461PRINCIPAL SECURITIES, INC.$9.2M1
462ALLIANZ SE$9.2M1
463Riggs Asset Managment Co. Inc.$9.2M1
464SECURIAN ASSET MANAGEMENT, INC$9.1M1
465BAKER TILLY WEALTH MANAGEMENT, LLC$9.0M1
466Harvest Investment Services, LLC$8.9M1
467Gladstone Institutional Advisory LLC$8.9M1
468Ausdal Financial Partners, Inc.$8.9M1
469Legacy Bridge, LLC$8.9M1
470H&H International Investment, LLC$8.8M1
471GREAT VALLEY ADVISOR GROUP, INC.$8.6M1
472Heirloom Wealth Management$8.6M1
473Deuterium Capital Management, LLC$8.6M1
474Assenagon Asset Management S.A.$8.4M1
475Titan Wealth (CI) Ltd$8.3M1
476Steadview Capital Management LLC$8.3M1
477Western Wealth Management, LLC$8.3M1
478LAKE STREET PRIVATE WEALTH, LLC$8.3M1
479Intellectus Partners, LLC$8.3M1
480Evolution Wealth Advisors, LLC$8.2M1
481Private Wealth Management Group, LLC$8.1M1
482Vest Financial, LLC$7.9M1
483Belvedere Trading LLC$7.9M1
484DENALI ADVISORS LLC$7.8M1
485Aft, Forsyth & Sober, LLC$7.8M1
486Kingsman Wealth Management, Inc.$7.7M1
487Badgley Phelps Wealth Managers, LLC$7.7M1
488Circle Wealth Management, LLC$7.7M1
489IronBridge Private Wealth, LLC$7.6M1
490MARIETTA INVESTMENT PARTNERS LLC$7.6M1
491BYRNE FINANCIAL FREEDOM, LLC$7.5M1
492Science & Technology Partners, L.P.$7.5M1
493Tradition Wealth Management, LLC$7.5M1
494COLDSTREAM CAPITAL MANAGEMENT INC$7.5M1
495WealthPlan Investment Management, LLC$7.4M1
496MONEY CONCEPTS CAPITAL CORP$7.4M1
497World Investment Advisors$7.3M1
498MORGENS WATERFALL VINTIADIS & CO INC$7.3M1
499STRATEGIC PLANNING GROUP, LLC$7.3M1
500FIDELIS CAPITAL PARTNERS, LLC$7.3M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)13 buy / 9 sell
Congress net ($ bound)−$171K to $284K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PLTR

RETAINED WINDOW · ACTIVE HITS
Signal hits naming PLTR
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits

Every rule, with its definition →

Planned modules for PLTR · financials and macro

Financials — as filed PLANNED

PLTR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PLTR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing