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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
410
shares
|
$83,652
0.0% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
400
shares
|
$81,612
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
391
shares
|
$79,775
0.01% of portfolio
|
Q3 2022
Added 5.39%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
385
shares
|
$78,551
0.01% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
362
shares
|
$73,858
0.01% of portfolio
|
Q1 2025
Added 66.06%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
354
shares
|
$72,226
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
353
shares
|
$72,022
0.03% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
352
shares
|
$71,818
0.04% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
326
shares
|
$66,513
0.0% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
322
shares
|
$65,697
0.0% of portfolio
|
Q2 2025
Added 90.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
315
shares
|
$64,269
0.0% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
313
shares
|
$63,861
0.0% of portfolio
|
Q1 2025
Reduced 42.57%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
309
shares
|
$63,045
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
307
shares
|
$62,637
0.03% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
300
shares
|
$61,209
0.01% of portfolio
|
Q4 2021
Reduced 76.38%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
295
shares
|
$60,188
0.01% of portfolio
|
Q4 2023
Reduced 94.35%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
285
shares
|
$58,148
0.01% of portfolio
|
Q2 2025
Reduced 48.18%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
268
shares
|
$54,680
0.0% of portfolio
|
Q2 2025
Added 339.34%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
256
shares
|
$52,231
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
231
shares
|
$47,130
0.0% of portfolio
|
Q1 2025
Added 51.97%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
226
shares
|
$46,110
0.01% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
200
shares
|
$40,806
0.05% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
199
shares
|
$40,601
0.0% of portfolio
|
Q2 2025
Added 27.56%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
187
shares
|
$38,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
175
shares
|
$35,705
0.0% of portfolio
|
Q1 2025
Reduced 46.32%
|