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PTC (PTC) Institutional Ownership

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$140.81 -3.41 (-2.36%)
Closing price 05/13/2026 04:00 PM Eastern
Extended Trading
$141.38 +0.56 (+0.40%)
As of 04:23 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for PTC (NASDAQ:PTC)

Current
Institutional Ownership
Percentage
95.14%
Number of
Institutional Buyers
(last 12 months)
521
Total
Institutional Inflows
(last 12 months)
$3.04B
Number of
Institutional Sellers
(last 12 months)
342
Total
Institutional Outflows
(last 12 months)
$3.80B
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PTC Institutional Buying and Selling by Quarter

PTC Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026Cetera Investment Advisers12,393$1.77M0.0%+21.1%0.011%
5/13/2026First Trust Advisors LP115,132$16.41M0.0%-29.6%0.100%
5/12/2026 ABN Amro Investment Solutions10,060$1.43M0.0%-10.3%0.009%
5/8/2026 PNC Financial Services Group Inc.25,176$3.59M0.0%-35.9%0.021%
5/8/2026 Oslo Pensjonsforsikring AS1,444$206K0.0%N/A0.001%
5/8/2026 Andra AP fonden50,250$7.16M0.1%+766.4%0.042%
5/7/2026 Van Berkom & Associates Inc.8,886$1.27M0.0%+7.5%0.007%
5/7/2026 Meeder Advisory Services Inc.3,237$461K0.0%+54.1%0.003%
5/7/2026 WCM Investment Management LLC8,210$1.15M0.0%+4.2%0.007%
5/7/2026 Dimensional Fund Advisors LP770,014$109.71M0.0%+17.9%0.647%
5/7/2026 Parallel Advisors LLC1,707$243K0.0%+24.0%0.001%
5/7/2026 KBC Group NV43,793$6.24M0.0%+7.2%0.037%
5/7/2026 SEB Asset Management AB97,811$13.94M0.1%N/A0.082%
5/7/2026 Swiss National Bank348,900$49.72M0.0%+6.3%0.293%
5/7/2026 Mediolanum International Funds Ltd15,871$2.22M0.0%-7.2%0.013%
5/6/2026 Aurora Investment Counsel3,220$459K0.3%+55.6%0.003%
5/6/2026 California Public Employees Retirement System272,588$38.84M0.0%-15.6%0.229%
5/6/2026 Kesler Norman & Wride LLC4,840$690K0.1%N/A0.004%
5/6/2026 Kera Capital Partners Inc.2,321$331K0.0%-10.9%0.002%
5/6/2026 Arcus Capital Partners LLC4,674$666K0.2%+4.5%0.004%
5/6/2026 Assetmark Inc.697$99K0.0%+74.3%0.001%
5/6/2026 C WorldWide Group Holding A S84,002$11.97M0.3%-0.1%0.071%
5/6/2026 SteelPeak Wealth LLC6,553$934K0.0%+83.9%0.006%
5/6/2026 Allspring Global Investments Holdings LLC5,950$848K0.0%+8.3%0.005%
5/5/2026 Wealthfront Advisers LLC4,660$664K0.0%+9.6%0.004%
5/5/2026 D.A. Davidson & CO.3,783$539K0.0%+2.7%0.003%
5/5/2026 Marks Group Wealth Management Inc11,808$1.68M0.2%+28.8%0.010%
5/5/2026 Bank of New York Mellon Corp662,973$94.47M0.0%-2.9%0.557%
5/5/2026 Illinois Municipal Retirement Fund18,738$2.67M0.0%-21.9%0.016%
5/5/2026 Sanctuary Advisors LLC3,762$536K0.0%-7.8%0.003%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,627$659K0.0%N/A0.004%
5/4/2026 State of Michigan Retirement System31,054$4.43M0.0%-1.0%0.026%
5/4/2026 Principal Financial Group Inc.144,207$20.55M0.0%-3.5%0.121%
5/4/2026 Chicago Partners Investment Group LLC2,639$371K0.0%+35.1%0.002%
5/4/2026 Gratus Wealth Advisors LLC2,424$345K0.0%-6.4%0.002%
5/4/2026 Teachers Retirement System of The State of Kentucky38,559$5.50M0.0%-11.3%0.032%
5/2/2026 Diversify Wealth Management LLC12,198$1.68M0.0%+48.8%0.010%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS27,719$3.95M0.0%-0.5%0.023%
5/1/2026 Fifth Third Bancorp18,951$2.70M0.0%+275.2%0.016%
5/1/2026 Candriam S.C.A.235,165$33.51M0.2%-16.3%0.198%
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5/1/2026 Sequoia Financial Advisors LLC6,023$858K0.0%+32.0%0.005%
5/1/2026 Cedar Mountain Advisors LLC255$36K0.0%N/A0.000%
4/30/2026 Hsbc Holdings PLC356,219$50.73M0.0%+11.8%0.299%
4/30/2026 Main Street Research LLC2,481$354K0.0%N/A0.002%
4/30/2026 Kestra Advisory Services LLC3,011$429K0.0%+14.0%0.003%
4/30/2026 Azzad Asset Management Inc. ADV3,884$553K0.1%-3.9%0.003%
4/30/2026 Sumitomo Mitsui Trust Group Inc.791,529$112.79M0.1%-0.2%0.665%
4/30/2026 Resona Asset Management Co. Ltd.49,775$7.07M0.0%+16.0%0.042%
4/30/2026 Munich Reinsurance Co Stock Corp in Munich35,377$5.04M0.1%N/A0.030%
4/29/2026 Addison Capital Co5,543$790K0.1%+16.3%0.005%
4/29/2026 Unified Investment Management5,756$820K0.8%+38.8%0.005%
4/29/2026 Swedbank AB60,301$8.59M0.0%-30.3%0.051%
4/28/2026 Abel Hall LLC3,136$447K0.1%N/A0.003%
4/28/2026 Stephens Investment Management Group LLC273,088$38.91M0.5%-20.6%0.229%
4/28/2026 Praxis Investment Management Inc.2,824$402K0.0%-20.7%0.002%
4/28/2026 V Square Quantitative Management LLC3,448$491K0.1%+8.5%0.003%
4/28/2026 QRG Capital Management Inc.6,261$892K0.0%+438.3%0.005%
4/27/2026 Tensor Edge Capital LLC279,909$39.88M6.9%+86.6%0.235%
4/27/2026 HB Wealth Management LLC3,375$481K0.0%+9.4%0.003%
4/27/2026 World Investment Advisors1,936$276K0.0%+37.4%0.002%
4/27/2026 Y Intercept Hong Kong Ltd31,898$4.55M0.1%+233.5%0.027%
4/27/2026 Leonteq Securities AG521$74K0.0%-56.1%0.000%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund87,149$12.42M0.1%+68.6%0.073%
4/24/2026 iA Global Asset Management Inc.9,018$1.29M0.0%N/A0.008%
4/24/2026 Peregrine Capital Management LLC63,348$9.03M0.3%-27.6%0.053%
4/23/2026 Premier Path Wealth Partners LLC1,948$278K0.0%N/A0.002%
4/23/2026 GraniteShares Advisors LLC2,726$388K0.3%-10.1%0.002%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 39,160$5.58M0.0%+0.7%0.033%
4/23/2026 Apollon Wealth Management LLC1,997$285K0.0%+6.3%0.002%
4/22/2026 Patton Fund Management Inc.1,465$209K0.0%+12.1%0.001%
4/22/2026 Patriot Financial Group Insurance Agency LLC2,606$371K0.0%+101.5%0.002%
4/22/2026 Janney Montgomery Scott LLC4,277$609K0.0%N/A0.004%
4/22/2026 Pictet Asset Management Holding SA3,505,930$499.53M0.5%+17.8%2.946%
4/22/2026 Sterling Capital Management LLC28,328$4.04M0.1%-10.6%0.024%
4/21/2026 Aaron Wealth Advisors LLC2,936$418K0.0%+17.8%0.002%
4/21/2026 Meyer Handelman Co.48,544$6.92M0.2%N/A0.041%
4/21/2026 Louisiana State Employees Retirement System6,100$869K0.0%N/A0.005%
4/21/2026 Fiduciary Alliance LLC1,911$261K0.0%-55.5%0.002%
4/20/2026 Fifth Third Wealth Advisors LLC2,263$322K0.0%+43.0%0.002%
4/20/2026 OP Asset Management Ltd13,834$1.97M0.0%N/A0.012%
4/20/2026 Banque Cantonale Vaudoise3,851$548K0.0%-11.5%0.003%
4/20/2026 Assenagon Asset Management S.A.110,028$15.68M0.0%+110.7%0.092%
4/18/2026 Leeward Investments LLC MA77,829$11.09M0.5%+8.6%0.065%
4/17/2026 Andina Capital Management LLC2,355$336K0.3%N/A0.002%
4/17/2026 Campbell Newman Asset Management Inc.11,912$1.70M0.1%+1.7%0.010%
4/16/2026 SG Americas Securities LLC87,628$12.49M0.0%+455.2%0.074%
4/16/2026 E. Ohman J or Asset Management AB3,530$503K0.0%-23.8%0.003%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S16,416$2.34M0.0%+10.2%0.014%
4/16/2026 Diversified Trust Co2,296$327K0.0%+4.6%0.002%
3/20/2026 Hsbc Holdings PLC318,717$55.54M0.0%-7.6%0.268%
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3/17/2026Rockefeller Capital Management L.P.2,281$397K0.0%+10.5%0.002%
3/13/2026 World Investment Advisors1,409$245K0.0%N/A0.001%
3/9/2026Corient Private Wealth LLC11,560$2.02M0.0%+50.2%0.010%
3/6/2026 Hsbc Holdings PLC318,717$55.54M0.0%-7.6%0.268%
2/27/2026Groupama Asset Managment1,842$321K0.0%-4.9%0.002%
2/24/2026 Pacer Advisors Inc.123,641$21.54M0.0%-36.9%0.104%
2/23/2026Drake & Associates LLC6,896$1.20M0.2%-28.5%0.006%
2/23/2026 Kera Capital Partners Inc.2,604$454K0.1%N/A0.002%
2/19/2026T. Rowe Price Investment Management Inc.18,384,246$3.20B2.0%+3.4%15.449%
2/19/2026 Invesco Ltd.1,710,141$297.92M0.0%+26.8%1.437%


PTC Institutional Ownership - Frequently Asked Questions

During the previous two years, 787 institutional investors and hedge funds held shares of PTC. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($3.20B), Vanguard Group Inc. ($2.56B), State Street Corp ($1.03B), Geode Capital Management LLC ($619.90M), Janus Henderson Group PLC ($613.01M), Price T Rowe Associates Inc. MD ($526.99M), and Pictet Asset Management Holding SA ($499.53M).Learn more on PTC's institutional investors.

95.14% of PTC's stock is owned by institutional investors. Learn more on PTC's institutional investor holdings.

Of the 694 institutional investors that purchased PTC's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: T. Rowe Price Investment Management Inc. ($5.42M), Norges Bank ($3.30M), Nuveen LLC ($1.57M), Pictet Asset Management Holding SA ($1.37M), State Street Corp ($871.75K), Raymond James Financial Inc. ($797.91K), and Fernbridge Capital Management LP ($782.84K).

Institutional investors have bought a total of 17,264,508 shares in the last 24 months. This purchase volume represents approximately $3.04B in transactions.

Of the 335 institutional investors that sold PTC's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($4.91M), Lombard Odier Asset Management Europe Ltd ($1.79M), Wellington Management Group LLP ($1.21M), Fernbridge Capital Management LP ($961.69K), Ownership Capital B.V. ($747.20K), Rivulet Capital LLC ($569.25K), and Palestra Capital Management LLC ($536.02K).

Institutional investors have sold a total of 21,042,059 shares in the last 24 months. This volume of shares sold represents approximately $3.80B in transactions.



This page (NASDAQ:PTC) was last updated on 5/14/2026 by MarketBeat.com Staff.
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