Institutional Ownership Procept Bio Robotics Corp (PRCT)
This table provides information about the institutional ownership of Procept Bio Robotics Corp (PRCT). We have compiled data on the 269 institutions that hold shares in the stock, with a total of 49.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
66
shares
|
$1,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
63
shares
|
$1,870
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
63
shares
|
$1,870
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
60
shares
|
$1,781
0.0% of portfolio
|
Q3 2021
Reduced 66.67%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
56
shares
|
$1,662
0.0% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
45
shares
|
$1,336
0.0% of portfolio
|
Q3 2025
Reduced 58.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
38
shares
|
$1,128
0.0% of portfolio
|
Q3 2025
Added 26.67%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
36
shares
|
$1,068
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
35
shares
|
$1,039
0.0% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
34
shares
|
$1,009
0.0% of portfolio
|
Q3 2025
Added 21.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
25
shares
|
$742
0.0% of portfolio
|
Q3 2025
Reduced 73.68%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
20
shares
|
$593
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
16
shares
|
$475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
15
shares
|
$445
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
15
shares
|
$445
0.0% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
14
shares
|
$415
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
14
shares
|
$415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
13
shares
|
$385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
11
shares
|
$326
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
11
shares
|
$326
0.0% of portfolio
|
Q3 2025
Reduced 96.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
7
shares
|
$207
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2
shares
|
$59
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
2
shares
|
$59
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
2
shares
|
$59
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|