Institutional Ownership Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC). We have compiled data on the 733 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $26.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apg Asset Management Us Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
3,782
shares
|
$771,641
0.0% of portfolio
|
Q4 2024
Reduced 56.48%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
3,768
shares
|
$768,785
0.02% of portfolio
|
Q2 2025
Added 99.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,762
shares
|
$767,560
0.0% of portfolio
|
Q2 2023
Reduced 29.0%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,679
shares
|
$750,626
0.01% of portfolio
|
Q2 2025
Added 22.27%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
3,679
shares
|
$750,626
0.0% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,633
shares
|
$741,240
0.02% of portfolio
|
Q3 2023
Reduced 0.93%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
3,560
shares
|
$726,346
0.04% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,545
shares
|
$723,286
0.0% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Blue Spruce Investments, LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,538
shares
|
$721,858
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
3,529
shares
|
$720,021
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jul 31, 2025 Q2 2025 |
3,409
shares
|
$695,538
0.06% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,329
shares
|
$679,215
0.0% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
3,280
shares
|
$669,218
0.06% of portfolio
|
Q2 2025
Added 15.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,253
shares
|
$663,709
0.0% of portfolio
|
Q4 2024
Reduced 23.73%
|
|
|
Wahed Invest LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,242
shares
|
$661,465
0.09% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
3,239
shares
|
$660,853
0.53% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
3,225
shares
|
$657,996
0.0% of portfolio
|
Q2 2025
Reduced 98.46%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
3,219
shares
|
$656,772
0.04% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
3,182
shares
|
$649,223
0.02% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
3,134
shares
|
$639,430
0.01% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,027
shares
|
$617,598
0.07% of portfolio
|
Q2 2025
Added 63.09%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,970
shares
|
$605,969
0.0% of portfolio
|
Q2 2025
Added 26.71%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
2,935
shares
|
$598,828
0.07% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
2,895
shares
|
$590,666
0.06% of portfolio
|
Q2 2025
Reduced 42.07%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,870
shares
|
$585,566
0.03% of portfolio
|
Q2 2025
Added 28.76%
|