Institutional Ownership Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC). We have compiled data on the 795 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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
73
shares
|
$12,717
0.0% of portfolio
|
Q3 2022
Added 21.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
70
shares
|
$12,194
0.0% of portfolio
|
Q4 2025
Added 133.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
70
shares
|
$12,194
0.0% of portfolio
|
Q3 2025
Added 112.12%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
67
shares
|
$11,672
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
65
shares
|
$11,323
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
64
shares
|
$11,149
0.0% of portfolio
|
Q2 2025
Added 28.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
56
shares
|
$9,755
0.0% of portfolio
|
Q2 2025
Reduced 44.55%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
51
shares
|
$8,884
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
51
shares
|
$8,884
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
51
shares
|
$8,884
0.0% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$8,710
0.0% of portfolio
|
Q2 2022
Reduced 62.96%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
50
shares
|
$8,710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
49
shares
|
$8,536
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
47
shares
|
$8,187
0.0% of portfolio
|
Q2 2025
Reduced 25.4%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
46
shares
|
$8,013
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
46
shares
|
$8,013
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
45
shares
|
$7,839
0.0% of portfolio
|
Q1 2019
Added 355.56%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
44
shares
|
$7,665
0.01% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
43
shares
|
$7,491
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
43
shares
|
$7,491
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$7,142
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
40
shares
|
$6,968
0.0% of portfolio
|
Q3 2025
Added 37.93%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
40
shares
|
$6,968
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
36
shares
|
$6,271
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
35
shares
|
$6,097
0.0% of portfolio
|
Q3 2025
Added 191.67%
|
|