Institutional Ownership Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC). We have compiled data on the 736 institutions that hold shares in the stock, with a total of 126 Million shares, which have been reported (via 13F filing form) to have a value of $25.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
21
shares
|
$4,313
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
20
shares
|
$4,108
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
20
shares
|
$4,108
0.0% of portfolio
|
Q1 2022
Reduced 88.24%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
19
shares
|
$3,902
0.0% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
19
shares
|
$3,902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
19
shares
|
$3,902
0.0% of portfolio
|
Q2 2025
Reduced 84.68%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
18
shares
|
$3,697
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
18
shares
|
$3,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
18
shares
|
$3,697
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
18
shares
|
$3,697
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
16
shares
|
$3,286
0.0% of portfolio
|
Q1 2025
Added 700.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
15
shares
|
$3,081
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
14
shares
|
$2,875
0.0% of portfolio
|
Q3 2024
Reduced 91.86%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
14
shares
|
$2,875
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
14
shares
|
$2,875
0.0% of portfolio
|
Q1 2025
Reduced 39.13%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
13
shares
|
$2,670
0.0% of portfolio
|
Q2 2024
Added 8.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
13
shares
|
$2,670
0.0% of portfolio
|
Q1 2025
Added 85.71%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
13
shares
|
$2,670
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
12
shares
|
$2,465
0.0% of portfolio
|
Q1 2025
Reduced 99.35%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
11
shares
|
$2,259
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
10
shares
|
$2,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10
shares
|
$2,054
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
10
shares
|
$2,054
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
10
shares
|
$2,054
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
9
shares
|
$1,848
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|