Who owns Planet Labs PBC (PL)
Which tracked institutional funds hold PL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
144 tracked funds added or opened PL while 126 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PL’s largest tracked holder by dollar value, Alphabet Inc., sizes it at 1.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 451 tracked filers holding PL, 244 increased or opened the position and 253 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 38
- NORGES BANK$123M
- BANK OF MONTREAL /CAN/$116M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$45M
- JUPITER ASSET MANAGEMENT LTD$32M
- Zweig-DiMenna Associates LLC$22M
- Weiss Asset Management LP$15M
Full exits 50
- LORD, ABBETT & CO. LLC$69M
- FULLER & THALER ASSET MANAGEMENT, INC.$52M
- Penserra Capital Management LLC$37M
- CAPITAL FUND MANAGEMENT S.A.$13M
- HRT FINANCIAL LP$10M
- WOLVERINE ASSET MANAGEMENT LLC$7M
Largest adds
- AMERICAN CENTURY COMPANIES INC$315M
- Alphabet Inc.$183M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$110M
- D. E. Shaw & Co., Inc.$100M
- VAN ECK ASSOCIATES CORP$97M
- Mirae Asset Global Investments Co., Ltd.$86M
Largest trims
- MILLENNIUM MANAGEMENT LLC$995M
- CANADA PENSION PLAN INVESTMENT BOARD$199M
- TWO SIGMA INVESTMENTS, LP$81M
- GOLDMAN SACHS GROUP INC$40M
- Nuveen, LLC$29M
- Caption Management, LLC$25M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Alphabet Inc. | 35,248,893 | $1.2B | 14.9% | 2026-Q2 |
| BlackRock, Inc. trimmed | 18,482,539 | $612M | 7.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 14,399,902 | $477M | 6.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 12,869,821 | $426M | 5.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 11,947,031 | $396M | 5.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 9,915,458 | $328M | 4.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 9,747,600 | $323M | 4.1% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 6,721,154 | $223M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 6,315,701 | $209M | 2.7% | 2026-Q2 |
| STATE STREET CORP trimmed | 5,493,544 | $182M | 2.3% | 2026-Q2 |
| UBS Group AG added | 4,545,864 | $151M | 1.9% | 2026-Q2 |
| Invesco Ltd. added | 4,263,633 | $141M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 4,045,141 | $134M | 1.7% | 2026-Q2 |
| Capricorn Investment Group LLC trimmed | 4,016,886 | $133M | 1.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 3,833,796 | $107M | 1.4% | 2026-Q2 |
| NORGES BANK added | 3,706,569 | $123M | 1.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 3,502,075 | $116M | 1.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 3,499,298 | $116M | 1.5% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,442,105 | $114M | 1.5% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 3,428,007 | $114M | 1.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 3,267,191 | $108M | 1.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 3,089,347 | $102M | 1.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 2,682,192 | $89M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 2,640,676 | $87M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,463,974 | $82M | 1.0% | 2026-Q2 |
| FMR LLC trimmed | 2,394,982 | $79M | 1.0% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 1,964,082 | $65M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,881,142 | $62M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,841,945 | $61M | 0.8% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,623,004 | $54M | 0.7% | 2026-Q2 |
| Tidal Investments LLC added | 1,591,020 | $53M | 0.7% | 2026-Q2 |
| Tema ETFs LLC added | 1,590,960 | $53M | 0.7% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 1,532,666 | $51M | 0.6% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 1,501,240 | $50M | 0.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,447,669 | $48M | 0.6% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,416,999 | $47M | 0.6% | 2026-Q2 |
| Nuveen, LLC trimmed | 1,397,487 | $46M | 0.6% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 1,367,000 | $45M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,347,433 | $43M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 1,152,062 | $38M | 0.5% | 2026-Q2 |
| LBP AM SA added | 1,126,848 | $37M | 0.5% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 952,847 | $32M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 912,242 | $30M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 875,471 | $29M | 0.4% | 2026-Q2 |
| Science & Technology Partners, L.P. added | 824,733 | $27M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 782,198 | $26M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 775,759 | $26M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 772,947 | $26M | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 731,080 | $24M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 721,980 | $24M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 713,632 | $24M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 669,322 | $22M | 0.3% | 2026-Q2 |
| Zweig-DiMenna Associates LLC new | 660,200 | $22M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 652,637 | $22M | 0.3% | 2026-Q2 |
| Defiance ETFs, LLC trimmed | 642,298 | $20M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 624,677 | $21M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 617,100 | $20M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 599,274 | $20M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 580,322 | $19M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 566,490 | $19M | 0.2% | 2026-Q2 |
| Ranger Investment Management, L.P. trimmed | 533,917 | $18M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 532,659 | $18M | 0.2% | 2026-Q2 |
| Vident Advisory, LLC added | 504,252 | $17M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 501,800 | $17M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 480,248 | $16M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 475,315 | $16M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 472,185 | $16M | 0.2% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 453,910 | $15M | 0.2% | 2026-Q2 |
| Man Group plc trimmed | 442,733 | $15M | 0.2% | 2026-Q2 |
| Weiss Asset Management LP new | 438,000 | $15M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 409,097 | $14M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 404,054 | $13M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 399,832 | $13M | 0.2% | 2026-Q2 |
| ONCE CAPITAL MANAGEMENT, LLC added | 398,000 | $13M | 0.2% | 2026-Q2 |
| GILDER GAGNON HOWE & CO LLC trimmed | 375,636 | $12M | 0.2% | 2026-Q2 |
| Marex Group Ltd added | 355,590 | $12M | 0.2% | 2026-Q2 |
| Nicholas Investment Partners, LP added | 355,366 | $12M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 353,967 | $12M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 345,982 | $11M | 0.1% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 340,979 | $11M | 0.1% | 2026-Q2 |
| CANTOR FITZGERALD, L. P. added | 334,866 | $11M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 334,070 | $11M | 0.1% | 2026-Q2 |
| Clear Street Group Inc. added | 330,773 | $11M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 326,756 | $11M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 317,732 | $11M | 0.1% | 2026-Q2 |
| MIROVA added | 313,869 | $10M | 0.1% | 2026-Q2 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP trimmed | 313,568 | $10M | 0.1% | 2026-Q2 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN new | 312,289 | $10M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 308,748 | $10M | 0.1% | 2026-Q2 |
| Raiffeisen Bank International AG added | 298,000 | $9M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 296,278 | $10M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 290,440 | $10M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 266,387 | $9M | 0.1% | 2026-Q2 |
| Counterpoint Mutual Funds LLC new | 266,044 | $9M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 263,030 | $9M | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 261,350 | $9M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 244,786 | $8M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 239,364 | $8M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 226,716 | $8M | 0.1% | 2026-Q2 |
| Liontrust Investment Partners LLP trimmed | 224,907 | $7M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.