Palantir Technologies Inc.
CH ˙ SWX ˙ US69608A1088
SecurityCH:PLTR / Palantir Technologies Inc.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership166,082 shares
Latest Disclosed Value $ 24,294,404
Integrated Wealth Concepts LLC reports 30.37% increase in ownership of PLTR / Palantir Technologies Inc.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 166,082 shares of Palantir Technologies Inc. (CH:PLTR) valued at $24,294,404 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 127,392 shares of Palantir Technologies Inc.. This represents a change in shares of 30.37% 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)
2026-05-15 2026-03-31 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 166,082 38,690 30.37 24,294 7.29 0.1938
2026-02-13 2025-12-31 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 127,392 -31,769 -19.96 22,644 -22.01 0.2690
2025-11-14 2025-09-30 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 159,161 2,961 1.90 29,034 36.35 0.2596
2025-08-14 2025-06-30 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 156,200 14,636 10.34 21,293 78.23 0.2136
2025-05-15 2025-03-31 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 141,564 779 0.55 11,948 12.21 0.1393
2025-02-14 2024-12-31 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 140,785 4,231 3.10 10,648 109.63 0.1237
2024-11-14 2024-09-30 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 136,554 14,520 11.90 5,080 64.32 0.0619
2024-08-14 2024-06-30 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 122,034 37,321 44.06 3,091 58.59 0.0422
2024-05-15 2024-03-31 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 84,713 18,635 28.20 1,949 71.87 0.0282
2024-02-13 2023-12-31 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 66,078 16,257 32.63 1,135 42.28 0.0186
2023-11-15 2023-09-30 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 49,821 1,008 2.07 797 6.55 0.0141
2023-08-15 2023-06-30 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 48,813 5,328 12.25 748 0.0128
2023-05-03 2023-03-31 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 43,485 3,295 8.20 0 0.0076
2023-02-13 2022-12-31 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 40,190 -5,180 -11.42 0 -100.00 0.0070
2022-11-14 2022-09-30 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 45,370 1,028 2.32 369 -8.21 0.0118
2022-08-08 2022-06-30 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 44,342 -7,429 -14.35 402 -43.46 0.0125
2022-05-12 2022-03-31 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 51,771 -4,733 -8.38 711 -30.90 0.0217
2022-02-15 2021-12-31 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 56,504 1,508 2.74 1,029 -22.16 0.0306
2021-11-15 2021-09-30 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 54,996 12,522 29.48 1,322 18.04 0.0430
2021-08-13 2021-06-30 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 42,474 17,544 70.37 1,120 92.77 0.0397
2021-05-13 2021-03-31 13F PALANTIR TECHNOLOGIES Common Stock 69608A108 24,930 24,930 581 0.0239
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.