Institutional Ownership Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC). We have compiled data on the 716 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
124
shares
|
$20,019
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
123
shares
|
$19,858
0.01% of portfolio
|
Q4 2024
Reduced 36.27%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
116
shares
|
$18,728
0.0% of portfolio
|
Q4 2024
Reduced 97.8%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
113
shares
|
$18,243
0.0% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
112
shares
|
$18,082
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
110
shares
|
$17,759
0.0% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
108
shares
|
$17,436
0.0% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
106
shares
|
$17,113
0.0% of portfolio
|
Q4 2024
Added 165.0%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
103
shares
|
$16,629
0.0% of portfolio
|
Q4 2024
Added 32.05%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
100
shares
|
$16,144
0.0% of portfolio
|
Q1 2023
Reduced 13.79%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
100
shares
|
$16,144
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
100
shares
|
$16,144
0.0% of portfolio
|
Q4 2024
Added 104.08%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
96
shares
|
$15,499
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
96
shares
|
$15,499
0.0% of portfolio
|
Q1 2024
Reduced 5.88%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
88
shares
|
$14,207
0.04% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
85
shares
|
$13,723
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
85
shares
|
$13,723
0.0% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
80
shares
|
$12,916
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
76
shares
|
$12,270
0.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
74
shares
|
$11,947
0.0% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
73
shares
|
$11,785
0.0% of portfolio
|
Q3 2022
Added 21.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
69
shares
|
$11,140
0.0% of portfolio
|
Q3 2024
Added 38.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
65
shares
|
$10,494
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
64
shares
|
$10,332
0.0% of portfolio
|
Q4 2024
Added 39.13%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
62
shares
|
$10,009
0.01% of portfolio
|
Q1 2024
New holding
|