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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,408
shares
|
$245,287
0.01% of portfolio
|
Q3 2025
Added 25.94%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
1,405
shares
|
$244,765
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,392
shares
|
$242,500
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,383
shares
|
$240,932
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,368
shares
|
$238,319
0.0% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
1,356
shares
|
$236,228
0.02% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
1,354
shares
|
$235,880
0.03% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,341
shares
|
$233,615
0.02% of portfolio
|
Q3 2025
Reduced 50.15%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
1,334
shares
|
$232,396
0.01% of portfolio
|
Q3 2025
Reduced 67.53%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
1,312
shares
|
$228,563
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,310
shares
|
$228,215
0.0% of portfolio
|
Q3 2025
Reduced 66.28%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,310
shares
|
$228,215
0.0% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
1,298
shares
|
$226,124
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
1,291
shares
|
$224,905
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
1,273
shares
|
$221,769
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
1,262
shares
|
$219,853
0.06% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
1,253
shares
|
$218,285
0.0% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
1,251
shares
|
$217,936
0.01% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
1,246
shares
|
$217,065
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,245
shares
|
$216,891
0.0% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
1,238
shares
|
$215,671
0.01% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,231
shares
|
$214,452
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,224
shares
|
$213,233
0.01% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,224
shares
|
$213,233
0.0% of portfolio
|
Q3 2024
Reduced 66.15%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
1,207
shares
|
$210,271
0.06% of portfolio
|
Q3 2025
Reduced 24.52%
|
|