PTC — Ptc Inc Institutional Holders · Q3 2026
Who owns Ptc Inc (PTC)? 21 institutions reported holding $18.61M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CX Institutional ($7.0M), Mn Services Vermogensbeheer B.V. ($4.8M), Tilia Fiduciary Partners, Inc. ($2.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CX Institutional | $7.0M | 49,702 | Added |
| 2 | Mn Services Vermogensbeheer B.V. | $4.8M | 34,469 | Hold |
| 3 | TILIA FIDUCIARY PARTNERS, INC. | $2.1M | 14,661 | Added |
| 4 | PRIVATE CLIENT SERVICES, LLC | $1.5M | 10,833 | Added |
| 5 | STABLEFORD CAPITAL II LLC | $1.2M | 8,671 | New |
| 6 | Versant Capital Management, Inc | $554,746 | 3,954 | Added |
| 7 | Wedmont Private Capital | $494,012 | 2,550 | Trimmed |
| 8 | Farther Finance Advisors, LLC | $440,823 | 3,142 | Trimmed |
| 9 | GAMMA Investing LLC | $407,010 | 2,901 | Added |
| 10 | TOTH FINANCIAL ADVISORY CORP | $42,090 | 300 | Hold |
| 11 | MassMutual Private Wealth & Trust, FSB | $35,917 | 256 | Added |
| 12 | CoreCap Advisors, LLC | $7,436 | 53 | Trimmed |
| 13 | Retirement Wealth Solutions LLC | $7,436 | 53 | Added |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $7,296 | 52 | New |
| 15 | Marquette Asset Management, LLC | $5,472 | 39 | Added |
| 16 | GoalVest Advisory LLC | $2,245 | 16 | New |
| 17 | ARMSTRONG ADVISORY GROUP, INC | $2,105 | 15 | Added |
| 18 | Planning Strategies Inc. | $702 | 5 | Trimmed |
| 19 | Davis Capital Management | $561 | 4 | Added |
| 20 | GK Wealth Management LLC | $140 | 1 | New |
| 21 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30