pltr

Palantir Technologies (PLTR) has seen a notable shift in market sentiment and fundamental performance, according to recent Fintel data. The company has garnered increased attention from institutional analysts, with multiple upgrades and new "Buy" or "Overweight" ratings issued in 2025 from firms like Deutsche Bank, Piper Sandler, Loop Capital, and William Blair. These actions have also been accompanied by an increase in average one-year price targets for PLTR.

From an institutional ownership perspective, Palantir maintains a strong presence, with thousands of institutional owners. Major holders include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Fintel's Fund Sentiment Score indicates a pattern of institutional accumulation, suggesting sustained interest from large funds. The stock has also demonstrated significant price appreciation, with a 575.40% increase between August 2024 and August 2025.

Financially, Palantir has shown improving margins, with gross margins consistently around 80% and net and operating margins turning positive and improving throughout 2025. Looking ahead, revenue forecasts are robust, with projections for annual revenue reaching $3.444 billion by the end of 2025 and potentially growing to $9.260 billion by 2031. Earnings per share are also forecasted to reach $3.94 by 2032.

Short interest in PLTR appears relatively low, with 53.73 million shares short, representing only 2.45% of the float and a low days to cover of 0.77. This suggests limited bearish pressure from short sellers and a reduced risk of a short squeeze. Overall, the quantitative indicators point to a company with growing institutional confidence, improving financials, and positive analyst outlook.

Analyze the latest 13F filings for Palantir Technologies to identify specific new institutional positions and significant changes in existing holdings.

Comment

Analyzing the latest 13F filings for Palantir Technologies is indeed a critical step for understanding institutional sentiment and capital flows into the stock. Fintel's platform provides detailed insights into these filings, offering a comprehensive view of institutional ownership.

Based on recent data, Palantir (PLTR) continues to show strong institutional interest. As of the latest reporting period, Fintel identifies 2,477 institutional owners holding a total of 2,243,338,819 shares. This represents a net increase of 11,887,557 shares over the previous quarter, indicating a continued accumulation trend by institutions. The Fintel Fund Sentiment Score for PLTR is currently 89.96, ranking it in the top decile (90th percentile) among all companies, suggesting very positive institutional sentiment.

Key observations from the latest filings include:

• Top Holders: Major institutional investors like Vanguard Group Inc., BlackRock, Inc., and State Street Corp. consistently appear among the largest holders, often adjusting their positions incrementally.
• New Positions: While specific new positions can be granular, the overall net increase in shares held points to new entrants or existing holders significantly adding to their stakes.
• Significant Changes: Analyzing the changes in existing holdings reveals that many institutions have either maintained or increased their exposure to PLTR, aligning with the overall positive sentiment score.

This sustained institutional interest, coupled with the positive analyst outlook and improving financials mentioned previously, paints a picture of growing confidence in Palantir's trajectory.

Identify the top 10 institutional buyers and sellers from the most recent 13F filings to understand specific capital movements.