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 |
|---|---|---|---|---|---|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
2,855
shares
|
$582,505
0.07% of portfolio
|
Q2 2025
Added 23.7%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
2,853
shares
|
$582,097
0.21% of portfolio
|
Q2 2025
Added 327.74%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
2,802
shares
|
$571,692
0.07% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
2,800
shares
|
$571,284
0.04% of portfolio
|
Q4 2021
Added 6.5%
|
|
|
Yorktown Management & Research CO Inc
|
Aug 04, 2025 Q2 2025 |
2,800
shares
|
$571,284
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,798
shares
|
$570,875
0.01% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
2,758
shares
|
$562,714
0.23% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,758
shares
|
$562,714
0.01% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Granite Shares Advisors LLC
|
Jul 17, 2025 Q2 2025 |
2,719
shares
|
$554,757
0.31% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,690
shares
|
$548,840
0.06% of portfolio
|
Q2 2025
Reduced 48.02%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
2,659
shares
|
$542,515
0.04% of portfolio
|
Q2 2025
Added 24.84%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,639
shares
|
$538,435
0.02% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
2,636
shares
|
$537,823
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,632
shares
|
$537,006
0.02% of portfolio
|
Q2 2025
Added 30.95%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
2,617
shares
|
$533,946
0.0% of portfolio
|
Q2 2025
Added 21.1%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,595
shares
|
$529,457
0.03% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,593
shares
|
$529,049
0.0% of portfolio
|
Q2 2025
Reduced 96.47%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
2,586
shares
|
$527,621
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
2,582
shares
|
$526,805
0.01% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
2,563
shares
|
$522,928
0.01% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
2,538
shares
|
$517,828
0.06% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
2,528
shares
|
$515,787
0.04% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,438
shares
|
$497,425
0.0% of portfolio
|
Q2 2025
Added 887.04%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
2,421
shares
|
$493,956
0.01% of portfolio
|
Q1 2023
Reduced 14.06%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,400
shares
|
$489,672
0.03% of portfolio
|
Q1 2025
New holding
|