Institutional Ownership Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC). We have compiled data on the 797 institutions that hold shares in the stock, with a total of 125 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
203
shares
|
$35,364
0.01% of portfolio
|
Q3 2025
Added 86.24%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
200
shares
|
$34,842
0.07% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 06, 2026 Q4 2025 |
200
shares
|
$34,842
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
194
shares
|
$33,796
0.01% of portfolio
|
Q3 2025
Added 37.59%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
187
shares
|
$32,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
179
shares
|
$31,183
0.0% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
170
shares
|
$29,615
0.01% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
165
shares
|
$28,744
0.01% of portfolio
|
Q3 2025
Added 2257.14%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
147
shares
|
$25,608
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
145
shares
|
$25,260
0.0% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
141
shares
|
$24,563
0.0% of portfolio
|
Q3 2025
Added 21.55%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
137
shares
|
$23,866
0.0% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
119
shares
|
$20,730
0.0% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
112
shares
|
$19,511
0.0% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
107
shares
|
$18,640
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
107
shares
|
$18,640
0.0% of portfolio
|
Q3 2025
Added 1683.33%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
103
shares
|
$17,943
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
102
shares
|
$17,769
0.0% of portfolio
|
Q3 2025
Added 22.89%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
100
shares
|
$17,421
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
96
shares
|
$16,724
0.0% of portfolio
|
Q1 2024
Reduced 5.88%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
93
shares
|
$16,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
92
shares
|
$16,027
0.0% of portfolio
|
Q2 2025
Added 360.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
89
shares
|
$15,504
0.0% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
86
shares
|
$14,982
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
79
shares
|
$13,762
0.0% of portfolio
|
Q3 2025
Added 51.92%
|
|