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 |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
1,642
shares
|
$335,017
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
1,604
shares
|
$327,264
0.05% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,604
shares
|
$327,264
0.03% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
1,599
shares
|
$326,243
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,579
shares
|
$322,163
0.03% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
1,576
shares
|
$321,551
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,564
shares
|
$319,102
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
1,523
shares
|
$310,737
0.0% of portfolio
|
Q2 2025
Reduced 28.6%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
1,512
shares
|
$308,493
0.03% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
1,499
shares
|
$305,840
0.0% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
1,496
shares
|
$305,228
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,490
shares
|
$304,004
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,477
shares
|
$301,352
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,460
shares
|
$297,883
0.0% of portfolio
|
Q4 2024
Added 31.37%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,443
shares
|
$294,415
0.0% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
1,430
shares
|
$291,762
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,429
shares
|
$291,558
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
1,417
shares
|
$289,110
0.13% of portfolio
|
Q2 2025
Reduced 63.86%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,396
shares
|
$284,825
0.0% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
1,393
shares
|
$284,213
0.03% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,387
shares
|
$282,989
0.0% of portfolio
|
Q2 2025
Added 44.78%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
1,384
shares
|
$282,377
0.0% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
1,378
shares
|
$281,153
0.02% of portfolio
|
Q2 2025
Reduced 94.24%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
1,373
shares
|
$280,133
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,363
shares
|
$278,092
0.01% of portfolio
|
Q2 2025
New holding
|