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 |
|---|---|---|---|---|---|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
33
shares
|
$5,748
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
32
shares
|
$5,574
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
32
shares
|
$5,574
0.0% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
31
shares
|
$5,400
0.0% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
30
shares
|
$5,226
0.0% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
30
shares
|
$5,226
0.0% of portfolio
|
Q3 2025
Added 130.77%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
29
shares
|
$5,052
0.0% of portfolio
|
Q1 2025
Reduced 57.35%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
28
shares
|
$4,877
0.0% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
27
shares
|
$4,703
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
26
shares
|
$4,529
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
26
shares
|
$4,529
0.0% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
24
shares
|
$4,181
0.0% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
24
shares
|
$4,181
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
23
shares
|
$4,006
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
23
shares
|
$4,006
0.0% of portfolio
|
Q2 2025
Reduced 65.67%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
22
shares
|
$3,832
0.0% of portfolio
|
Q3 2025
Added 15.79%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
22
shares
|
$3,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
22
shares
|
$3,832
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
21
shares
|
$3,658
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
21
shares
|
$3,658
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
20
shares
|
$3,484
0.0% of portfolio
|
Q1 2022
Reduced 88.24%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
19
shares
|
$3,309
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
19
shares
|
$3,309
0.0% of portfolio
|
Q2 2025
Reduced 84.68%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
19
shares
|
$3,309
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
18
shares
|
$3,135
0.0% of portfolio
|
Q3 2024
New holding
|
|