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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
10
shares
|
$2,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
10
shares
|
$2,040
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
10
shares
|
$2,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10
shares
|
$2,040
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
10
shares
|
$2,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
9
shares
|
$1,836
0.0% of portfolio
|
Q4 2024
Reduced 55.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
9
shares
|
$1,836
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
9
shares
|
$1,836
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
8
shares
|
$1,632
0.0% of portfolio
|
Q2 2025
Reduced 70.37%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
8
shares
|
$1,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7
shares
|
$1,428
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
7
shares
|
$1,428
0.0% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
7
shares
|
$1,428
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
6
shares
|
$1,224
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$1,224
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
6
shares
|
$1,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
5
shares
|
$1,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
5
shares
|
$1,020
0.0% of portfolio
|
Q2 2024
Reduced 99.93%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5
shares
|
$1,020
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$1,020
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
5
shares
|
$1,020
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
4
shares
|
$816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4
shares
|
$816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
4
shares
|
$816
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
4
shares
|
$816
0.0% of portfolio
|
Q2 2025
New holding
|