PTC INC (PTC) Institutional Ownership Changes & 13F Activity
PTC INC (PTC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include T. Rowe Price Investment Management, Inc., Raymond James Financial Inc, Hsbc Holdings Plc, Mackenzie Financial Corp, and State Of Tennessee, Department Of Treasury.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Buy | +142 | +1.0% | 14,872 | $2.59M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +12 | — | 12 | $2.09K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -12,031 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Buy | +2,106 | +5.4% | 41,081 | $7.16M | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -15,300 | -48.9% | 16,016 | $2.79M | Q4 2025 | Aug 18, 2026 |
| Storebrand Asset Management As | Buy | +2,687 | +3.7% | 74,834 | $13.04M | Q4 2025 | May 20, 2026 |
| 1015 Capital Partners, Llc | Buy | +5 | — | 5 | $871.00 | Q4 2025 | May 11, 2026 |
| Arcus Capital Partners, Llc | Buy | +4,473 | — | 4,473 | $779.24K | Q4 2025 | May 06, 2026 |
| Hsbc Holdings Plc | Buy | +318,717 | — | 318,717 | $55.53M | Q4 2025 | Mar 06, 2026 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | Buy | +77 | — | 77 | $13.41K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +82 | — | 82 | $14.46K | Q4 2025 | Mar 04, 2026 |
| Tobam | Buy | +4,321 | — | 4,321 | $753.00K | Q4 2025 | Mar 02, 2026 |
| Td Capital Management Llc | Buy | +5 | — | 5 | $871.00 | Q4 2025 | Feb 26, 2026 |
| Bell Investment Advisors, Inc | Buy | +144 | — | 144 | $25.09K | Q4 2025 | Feb 24, 2026 |
| Drake & Associates, Llc | Buy | +6,896 | — | 6,896 | $1.20M | Q4 2025 | Feb 23, 2026 |
| Kera Capital Partners, Inc. | Buy | +2,604 | — | 2,604 | $406.56K | Q4 2025 | Feb 23, 2026 |
| Phillip James Consulting Co. | Buy | +15 | — | 15 | $2.00K | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Buy | +1 | +2.0% | 52 | $9.06K | Q4 2025 | Feb 23, 2026 |
| Corient Private Wealth Llc | Buy | +18,416 | — | 18,416 | $2.00M | Q4 2025 | Feb 19, 2026 |
| First Growth Capital Llc | Buy | +1,783 | — | 1,783 | $277.44K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +586,207 | — | 586,207 | $102.60M | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +197,674 | — | 197,674 | $34.61M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +38,629 | — | 38,629 | $6.03M | Q4 2025 | Feb 18, 2026 |
| Achmea Investment Management B.V. | Buy | +10,606 | — | 10,606 | $1.85M | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +6,417 | — | 6,417 | $1.12M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +3,557 | — | 3,557 | $619.73K | Q4 2025 | Feb 18, 2026 |
| Wahed Invest Llc | Buy | +3,136 | — | 3,136 | $546.32K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +40 | — | 40 | $6.97K | Q4 2025 | Feb 18, 2026 |
| Strive Financial Group ,Llc | Buy | +26 | — | 26 | $4.53K | Q4 2025 | Feb 18, 2026 |
| T. Rowe Price Investment Management, Inc. | Buy | +12,875,519 | — | 12,875,519 | $2.24B | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about PTC activity
Which institutional owners are buying PTC?
Institutional owners buying PTC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PTC activity?
"Buy" means an investor increased their reported position in PTC compared to the prior reporting period. This reflects growing exposure to PTC INC (PTC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PTC increasing?
Institutional interest in PTC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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