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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
65
shares
|
$13,261
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
64
shares
|
$13,057
0.0% of portfolio
|
Q2 2025
Added 28.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
56
shares
|
$11,425
0.0% of portfolio
|
Q2 2025
Reduced 44.55%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
52
shares
|
$10,609
0.0% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
51
shares
|
$10,405
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
51
shares
|
$10,405
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$10,201
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$10,201
0.0% of portfolio
|
Q2 2022
Reduced 62.96%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
49
shares
|
$9,997
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
49
shares
|
$9,997
0.0% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
48
shares
|
$9,793
0.01% of portfolio
|
Q2 2025
Reduced 82.09%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
47
shares
|
$9,589
0.0% of portfolio
|
Q2 2025
Reduced 25.4%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
46
shares
|
$9,385
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
45
shares
|
$9,181
0.0% of portfolio
|
Q1 2019
Added 355.56%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$8,365
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
40
shares
|
$8,161
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
35
shares
|
$7,141
0.0% of portfolio
|
Q2 2025
Added 483.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
33
shares
|
$6,732
0.0% of portfolio
|
Q2 2025
Reduced 56.58%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
33
shares
|
$6,732
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
29
shares
|
$5,916
0.0% of portfolio
|
Q1 2025
Reduced 57.35%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
29
shares
|
$5,916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
28
shares
|
$5,712
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
28
shares
|
$5,712
0.0% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
28
shares
|
$5,712
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
26
shares
|
$5,304
0.0% of portfolio
|
Q2 2025
New holding
|