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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
170
shares
|
$34,685
0.01% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
168
shares
|
$34,277
0.0% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
167
shares
|
$34,073
0.0% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
146
shares
|
$29,788
0.0% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
141
shares
|
$28,768
0.0% of portfolio
|
Q2 2025
Added 252.5%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
130
shares
|
$26,523
0.0% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
129
shares
|
$26,319
0.0% of portfolio
|
Q2 2025
Added 98.46%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
125
shares
|
$25,503
0.0% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
124
shares
|
$25,299
0.0% of portfolio
|
Q2 2025
Reduced 32.97%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
120
shares
|
$24,483
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
116
shares
|
$23,667
0.0% of portfolio
|
Q2 2025
Reduced 21.62%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
112
shares
|
$22,851
0.0% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
109
shares
|
$22,239
0.0% of portfolio
|
Q2 2025
Reduced 87.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
106
shares
|
$21,627
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
100
shares
|
$20,403
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
96
shares
|
$19,586
0.0% of portfolio
|
Q1 2024
Reduced 5.88%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
93
shares
|
$18,974
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
92
shares
|
$18,770
0.0% of portfolio
|
Q2 2025
Added 360.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
89
shares
|
$18,158
0.0% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
89
shares
|
$18,158
0.01% of portfolio
|
Q2 2025
Reduced 27.05%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
88
shares
|
$17,954
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
84
shares
|
$17,138
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
83
shares
|
$16,934
0.0% of portfolio
|
Q2 2025
Reduced 30.25%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
81
shares
|
$16,526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
73
shares
|
$14,894
0.0% of portfolio
|
Q3 2022
Added 21.67%
|