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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdBuy+142+1.0%14,872$2.59MQ4 2025Sep 28, 2026
Cornerstone Financial Management LlcBuy+12—12$2.09KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-12,031-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementBuy+2,106+5.4%41,081$7.16MQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-15,300-48.9%16,016$2.79MQ4 2025Aug 18, 2026
Storebrand Asset Management AsBuy+2,687+3.7%74,834$13.04MQ4 2025May 20, 2026
1015 Capital Partners, LlcBuy+5—5$871.00Q4 2025May 11, 2026
Arcus Capital Partners, LlcBuy+4,473—4,473$779.24KQ4 2025May 06, 2026
Hsbc Holdings PlcBuy+318,717—318,717$55.53MQ4 2025Mar 06, 2026
Gunpowder Capital Management, Llc Dba Oliver Wealth ManagementBuy+77—77$13.41KQ4 2025Mar 05, 2026
Shp Wealth ManagementBuy+82—82$14.46KQ4 2025Mar 04, 2026
TobamBuy+4,321—4,321$753.00KQ4 2025Mar 02, 2026
Td Capital Management LlcBuy+5—5$871.00Q4 2025Feb 26, 2026
Bell Investment Advisors, IncBuy+144—144$25.09KQ4 2025Feb 24, 2026
Drake & Associates, LlcBuy+6,896—6,896$1.20MQ4 2025Feb 23, 2026
Kera Capital Partners, Inc.Buy+2,604—2,604$406.56KQ4 2025Feb 23, 2026
Phillip James Consulting Co.Buy+15—15$2.00KQ4 2025Feb 23, 2026
Mv Capital Management, Inc.Buy+1+2.0%52$9.06KQ4 2025Feb 23, 2026
Corient Private Wealth LlcBuy+18,416—18,416$2.00MQ4 2025Feb 19, 2026
First Growth Capital LlcBuy+1,783—1,783$277.44KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+586,207—586,207$102.60MQ4 2025Feb 18, 2026
Mackenzie Financial CorpBuy+197,674—197,674$34.61MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+38,629—38,629$6.03MQ4 2025Feb 18, 2026
Achmea Investment Management B.V.Buy+10,606—10,606$1.85MQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+6,417—6,417$1.12MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+3,557—3,557$619.73KQ4 2025Feb 18, 2026
Wahed Invest LlcBuy+3,136—3,136$546.32KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+40—40$6.97KQ4 2025Feb 18, 2026
Strive Financial Group ,LlcBuy+26—26$4.53KQ4 2025Feb 18, 2026
T. Rowe Price Investment Management, Inc.Buy+12,875,519—12,875,519$2.24BQ4 2025Feb 17, 2026
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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.