Institutional Ownership Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC). We have compiled data on the 657 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $22.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,955
shares
|
$369,416
0.03% of portfolio
|
Q4 2023
Added 13.93%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
1,953
shares
|
$369,038
0.05% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,900
shares
|
$359,024
0.11% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
1,831
shares
|
$345,985
0.01% of portfolio
|
Q3 2024
Reduced 88.31%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,823
shares
|
$344,474
0.0% of portfolio
|
Q3 2024
Reduced 16.18%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,785
shares
|
$337,293
0.01% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,775
shares
|
$335,404
0.02% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
1,774
shares
|
$335,215
0.02% of portfolio
|
Q3 2024
Reduced 21.33%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
1,741
shares
|
$328,979
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
1,725
shares
|
$325,956
0.01% of portfolio
|
Q1 2023
Reduced 0.86%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
1,715
shares
|
$324,066
0.02% of portfolio
|
Q3 2024
Added 23.83%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
1,714
shares
|
$323,877
0.02% of portfolio
|
Q2 2024
Added 10.44%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,710
shares
|
$323,121
0.02% of portfolio
|
Q3 2024
Reduced 80.02%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
1,691
shares
|
$319,531
0.02% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
1,669
shares
|
$315,374
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,658
shares
|
$313,295
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,652
shares
|
$312,161
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,629
shares
|
$307,815
0.01% of portfolio
|
Q3 2024
Reduced 24.62%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
1,623
shares
|
$306,682
0.02% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
1,537
shares
|
$290,431
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
1,525
shares
|
$288,164
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
1,511
shares
|
$285,518
0.02% of portfolio
|
Q3 2024
Added 30.82%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,494
shares
|
$282,306
0.02% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
1,487
shares
|
$280,983
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
1,470
shares
|
$277,771
0.03% of portfolio
|
Q3 2024
Reduced 63.27%
|