Institutional Ownership Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC). We have compiled data on the 695 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
5,100
shares
|
$872,610
0.01% of portfolio
|
Q4 2024
Added 24.39%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,998
shares
|
$855,157
0.01% of portfolio
|
Q4 2024
Added 20.72%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
4,856
shares
|
$830,861
0.2% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,691
shares
|
$802,630
0.0% of portfolio
|
Q3 2024
Reduced 34.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
4,690
shares
|
$802,459
0.01% of portfolio
|
Q4 2024
Added 20.23%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,606
shares
|
$788,086
0.07% of portfolio
|
Q4 2024
Added 40.9%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,504
shares
|
$770,634
0.0% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
4,460
shares
|
$763,106
0.02% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
4,446
shares
|
$760,710
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
4,421
shares
|
$756,433
0.04% of portfolio
|
Q4 2024
Reduced 74.61%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
4,348
shares
|
$743,942
0.03% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
4,325
shares
|
$740,007
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,324
shares
|
$739,836
0.01% of portfolio
|
Q4 2022
Added 0.84%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,287
shares
|
$733,505
0.03% of portfolio
|
Q4 2024
Reduced 20.73%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
4,223
shares
|
$722,555
0.01% of portfolio
|
Q4 2024
Reduced 73.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,185
shares
|
$716,053
0.01% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
4,114
shares
|
$703,905
0.03% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
4,026
shares
|
$688,848
0.04% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
4,005
shares
|
$685,255
2.35% of portfolio
|
Q1 2024
Added 1.93%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
4,000
shares
|
$684,400
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,983
shares
|
$681,491
0.0% of portfolio
|
Q4 2024
Reduced 30.95%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
3,955
shares
|
$676,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
3,952
shares
|
$676,187
0.03% of portfolio
|
Q2 2024
Added 8.04%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
3,925
shares
|
$671,567
0.02% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,921
shares
|
$670,883
0.06% of portfolio
|
Q4 2024
Reduced 0.71%
|