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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,029
shares
|
$179,262
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
1,002
shares
|
$174,558
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
1,000
shares
|
$174,210
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$174,210
0.05% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
1,000
shares
|
$174,210
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
988
shares
|
$172,119
0.03% of portfolio
|
Q3 2025
Reduced 38.4%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
902
shares
|
$157,137
0.03% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
895
shares
|
$155,917
0.02% of portfolio
|
Q4 2025
Added 361.34%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
864
shares
|
$150,517
0.01% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
847
shares
|
$147,555
0.0% of portfolio
|
Q3 2025
Reduced 77.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
829
shares
|
$144,420
0.0% of portfolio
|
Q3 2025
Added 32.85%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
820
shares
|
$142,852
0.01% of portfolio
|
Q3 2025
Added 160.32%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
818
shares
|
$142,503
0.01% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
758
shares
|
$132,051
0.0% of portfolio
|
Q3 2025
Added 14.33%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 12, 2025 Q3 2025 |
758
shares
|
$132,051
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
728
shares
|
$126,824
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
713
shares
|
$124,211
0.01% of portfolio
|
Q3 2025
Added 19.63%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
660
shares
|
$114,978
0.0% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
624
shares
|
$108,707
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
614
shares
|
$106,964
0.01% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
598
shares
|
$104,177
0.0% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
588
shares
|
$102,435
0.01% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
570
shares
|
$99,299
0.0% of portfolio
|
Q3 2025
Added 18.26%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
548
shares
|
$95,467
0.0% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
539
shares
|
$93,899
0.0% of portfolio
|
Q3 2022
New holding
|
|