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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
24
shares
|
$4,896
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
23
shares
|
$4,692
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
23
shares
|
$4,692
0.0% of portfolio
|
Q2 2025
Reduced 65.67%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
22
shares
|
$4,488
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
22
shares
|
$4,488
0.0% of portfolio
|
Q2 2025
Reduced 29.03%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
22
shares
|
$4,488
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
21
shares
|
$4,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
21
shares
|
$4,284
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
20
shares
|
$4,080
0.0% of portfolio
|
Q1 2022
Reduced 88.24%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
20
shares
|
$4,080
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
19
shares
|
$3,876
0.0% of portfolio
|
Q2 2025
Reduced 84.68%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
19
shares
|
$3,876
0.0% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
19
shares
|
$3,876
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
18
shares
|
$3,672
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
18
shares
|
$3,672
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
18
shares
|
$3,672
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
18
shares
|
$3,672
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
16
shares
|
$3,264
0.0% of portfolio
|
Q1 2025
Added 700.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
15
shares
|
$3,060
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
14
shares
|
$2,856
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
13
shares
|
$2,652
0.0% of portfolio
|
Q2 2024
Added 8.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
13
shares
|
$2,652
0.0% of portfolio
|
Q1 2025
Added 85.71%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
12
shares
|
$2,448
0.0% of portfolio
|
Q1 2025
Reduced 99.35%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
11
shares
|
$2,244
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
11
shares
|
$2,244
0.0% of portfolio
|
Q2 2025
Added 266.67%
|