# PTC INC (PTC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PTC/

- Reporting holders: 18
- Reported value: $8.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $4.1M | 29,322 | 0.9% | 20 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $1.5M | 10,833 | 0.4% | 2 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $1.2M | 8,671 | 0.4% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $554.7K | 3,954 | 0.0% | 15 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $494.0K | 2,550 | 0.0% | 18 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $440.8K | 3,142 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $407.0K | 2,901 | 0.0% | 12 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $42.1K | 300 | 0.0% | 27 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $35.9K | 256 | 0.0% | 19 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $7.4K | 53 | 0.0% | 11 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $7.4K | 53 | 0.0% | 3 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $7.3K | 52 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $7.0K | 49,702 | 0.2% | 7 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $5.5K | 39 | 0.0% | 5 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $4.8K | 34,469 | 0.0% | 31 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $2.2K | 16 | 0.0% | 1 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $2.1K | 15 | 0.0% | 3 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $702 | 5 | 0.0% | 2 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $561 | 4 | 0.0% | 3 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $140 | 1 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $8.9M |
| Q2 2026 | 685 | $14.0B |
| Q1 2026 | 698 | $16.3B |
| Q4 2025 | 726 | $22.7B |
| Q3 2025 | 733 | $23.6B |
| Q2 2025 | 671 | $20.7B |
| Q1 2025 | 676 | $18.3B |
| Q4 2024 | 679 | $21.5B |
| Q3 2024 | 625 | $21.3B |
| Q2 2024 | 622 | $21.5B |
| Q1 2024 | 624 | $22.1B |
| Q4 2023 | 609 | $19.8B |