PTC INC. (PTC) — Institutional Holders, Q2 2026 (page 6)
686 institutional investment managers reported a PTC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $12.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PTC 13F holders ranked 501–600 of 686
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | HANTZ FINANCIAL SERVICES#501 · 1,448 sh | 1,448 | $165.0K | <0.01% | -36.6% |
| 502 | Oslo Pensjonsforsikring AS#502 · 1,444 sh | 1,444 | $164.1K | — | 0.0% |
| 503 | Aviso Financial#503 · 1,372 sh | 1,372 | $155.9K | <0.01% | -2.3% |
| 504 | SIGNATUREFD#504 · 1,361 sh | 1,361 | $154.6K | — | -35.6% |
| 505 | WORMSER FRERES GESTION#505 · 1,203 sh | 1,203 | $149.1K | — | -97.7% |
| 506 | Plato Investment Management Ltd#506 · 1,211 sh | 1,211 | $136.8K | <0.01% | 0.0% |
| 507 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#507 · 1,163 sh | 1,163 | $132.1K | <0.01% | -21.9% |
| 508 | Caitong International Asset Management , Ltd#508 · 1,158 sh | 1,158 | $131.6K | 0.02% | New |
| 509 | Parallel Advisors#509 · 1,116 sh | 1,116 | $126.9K | <0.01% | -34.6% |
| 510 | Ameritas Investment Partners#510 · 1,023 sh | 1,023 | $116.2K | <0.01% | -6.3% |
| 511 | Quantbot Technologies#511 · 1,012 sh | 1,012 | $115.0K | <0.01% | New |
| 512 | Centennial Bank#512 · 1,000 sh | 1,000 | $113.6K | 0.04% | New |
| 513 | Smartleaf Asset Management#513 · 971 sh | 971 | $110.6K | <0.01% | 0.0% |
| 514 | Global Retirement Partners#514 · 958 sh | 958 | $108.8K | <0.01% | — |
| 515 | CENTRAL#515 · 942 sh | 942 | $107.0K | <0.01% | -12.4% |
| 516 | HUNTINGTON NATIONAL BANK#516 · 908 sh | 908 | $103.2K | <0.01% | -8.2% |
| 517 | Larson Financial Group#517 · 853 sh | 853 | $96.9K | <0.01% | -3.6% |
| 518 | Pinnacle Wealth Planning Services#518 · 770 sh | 770 | $87.5K | <0.01% | -12.6% |
| 519 | Penserra Capital Management#519 · 688 sh | 688 | $77.0K | <0.01% | +1.9% |
| 520 | HARBOUR INVESTMENTS#520 · 662 sh | 662 | $75.2K | <0.01% | -18.4% |
| 521 | DARA CAPITAL US#521 · 638 sh | 638 | $72.5K | 0.05% | +31.8% |
| 522 | Parkside Financial Bank#522 · 630 sh | 630 | $71.6K | <0.01% | +55.9% |
| 523 | Manchester Capital Management#523 · 605 sh | 605 | $68.7K | — | -3.4% |
| 524 | M&G Plc#524 · 567 sh | 567 | $64.6K | <0.01% | -58.1% |
| 525 | LOS ANGELES CAPITAL MANAGEMENT#525 · 532 sh | 532 | $60.4K | <0.01% | 0.0% |
| 526 | Covestor Ltd#526 · 500 sh | 500 | $57.0K | 0.03% | +25.3% |
| 527 | EverSource Wealth Advisors#527 · 486 sh | 486 | $55.2K | <0.01% | -82.7% |
| 528 | FEDERATED HERMES#528 · 485 sh | 485 | $55.1K | <0.01% | -99.2% |
| 529 | Leonteq Securities AG#529 · 456 sh | 456 | $51.8K | <0.01% | -12.5% |
| 530 | Axiom Investment Management#530 · 413 sh | 413 | $46.9K | 0.03% | 0.0% |
| 531 | MATHER GROUP#531 · 397 sh | 397 | $45.1K | — | -46.8% |
| 532 | IFP Advisors#532 · 394 sh | 394 | $44.8K | — | +15.9% |
| 533 | Quarry#533 · 387 sh | 387 | $44.0K | <0.01% | -46.0% |
| 534 | Dogwood Wealth Management#534 · 375 sh | 375 | $42.6K | 0.02% | -70.7% |
| 535 | Clearstead Advisors#535 · 372 sh | 372 | $42.3K | <0.01% | +55.0% |
| 536 | Crewe Advisors#536 · 355 sh | 355 | $40.3K | <0.01% | +34.0% |
| 537 | ONEFUND#537 · 316 sh | 316 | $35.9K | 0.02% | -4.2% |
| 538 | CX Institutional#538 · 312 sh | 312 | $35.0K | — | -57.3% |
| 539 | TOTH FINANCIAL ADVISORY#539 · 300 sh | 300 | $34.1K | — | 0.0% |
| 540 | Cromwell#540 · 298 sh | 298 | $33.9K | 0.02% | -4.2% |
| 541 | Allworth Financial#541 · 283 sh | 283 | $32.2K | <0.01% | -56.5% |
| 542 | Integrated Wealth Concepts#542 · 279 sh | 279 | $31.7K | <0.01% | New |
| 543 | Owl Creek Wealth Partners#543 · 270 sh | 270 | $30.7K | — | +67.7% |
| 544 | Keating Financial Advisory Services#544 · 262 sh | 262 | $29.8K | <0.01% | +10.1% |
| 545 | PINNEY & SCOFIELD#545 · 256 sh | 256 | $29.1K | 0.01% | 0.0% |
| 546 | Cedar Mountain Advisors#546 · 255 sh | 255 | $29.0K | — | 0.0% |
| 547 | MassMutual Private Wealth & , FSB#547 · 249 sh | 249 | $28.3K | — | -50.6% |
| 548 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#548 · 243 sh | 243 | $27.6K | <0.01% | -15.0% |
| 549 | UMB Bank, n.a.#549 · 230 sh | 230 | $26.1K | <0.01% | -51.9% |
| 550 | Guardian Partners#550 · 225 sh | 225 | $25.6K | — | New |
| 551 | SBI Securities , Ltd.#551 · 209 sh | 209 | $23.7K | — | +59.5% |
| 552 | Rakuten Securities#552 · 203 sh | 203 | $23.1K | <0.01% | -9.8% |
| 553 | Erste Asset Management GmbH#553 · 200 sh | 200 | $22.7K | <0.01% | -98.9% |
| 554 | MOTCO#554 · 189 sh | 189 | $21.5K | <0.01% | +1.1% |
| 555 | Heritage Wealth Advisors#555 · 171 sh | 171 | $19.4K | <0.01% | 0.0% |
| 556 | EDMOND DE ROTHSCHILD HOLDING S.A.#556 · 171 sh | 171 | $19.4K | <0.01% | New |
| 557 | OSTERWEIS CAPITAL MANAGEMENT#557 · 136 sh | 136 | $15.5K | <0.01% | -52.9% |
| 558 | Rossby Financial, LCC#558 · 134 sh | 134 | $15.2K | <0.01% | +168.0% |
| 559 | CVA Family Office#559 · 131 sh | 131 | $14.9K | <0.01% | -20.6% |
| 560 | Geneos Wealth Management#560 · 125 sh | 125 | $14.2K | <0.01% | New |
| 561 | CULLEN/FROST BANKERS#561 · 124 sh | 124 | $14.1K | <0.01% | +2.5% |
| 562 | Private Wealth Management Group#562 · 121 sh | 121 | $13.7K | — | +426.1% |
| 563 | ROTHSCHILD INVESTMENT#563 · 119 sh | 119 | $13.5K | <0.01% | +6.2% |
| 564 | Index Technologies Group#564 · 118 sh | 118 | $13.4K | 0.01% | New |
| 565 | HORIZON FINANCIAL SERVICES#565 · 115 sh | 115 | $13.1K | <0.01% | +144.7% |
| 566 | Bell Investment Advisors#566 · 114 sh | 114 | $13.0K | <0.01% | -14.3% |
| 567 | First Pacific Financial#567 · 109 sh | 109 | $12.4K | — | +51.4% |
| 568 | Basecamp Wealth Advisors#568 · 105 sh | 105 | $11.9K | <0.01% | +4.0% |
| 569 | TD PRIVATE CLIENT WEALTH#569 · 105 sh | 105 | $11.9K | <0.01% | -13.2% |
| 570 | CoreCap Advisors#570 · 101 sh | 101 | $11.5K | — | +90.6% |
| 571 | Cassaday & Wealth Management#571 · 100 sh | 100 | $11.4K | <0.01% | 0.0% |
| 572 | Frazier Financial Advisors#572 · 100 sh | 100 | $11.4K | <0.01% | +53.8% |
| 573 | GW&K Investment Management#573 · 101 sh | 101 | $11.0K | <0.01% | -34.4% |
| 574 | Close Asset Management Ltd#574 · 100 sh | 100 | $11.0K | <0.01% | 0.0% |
| 575 | Guinness Asset Management LTD#575 · 94 sh | 94 | $10.7K | <0.01% | 0.0% |
| 576 | SHP Wealth Management#576 · 90 sh | 90 | $10.2K | <0.01% | -5.3% |
| 577 | JFS WEALTH ADVISORS#577 · 80 sh | 80 | $9.1K | <0.01% | +1.3% |
| 578 | VALLEY NATIONAL ADVISERS#578 · 80 sh | 80 | $9.1K | — | New |
| 579 | FARMERS & MERCHANTS INVESTMENTS#579 · 78 sh | 78 | $8.9K | — | 0.0% |
| 580 | JPL Wealth Management#580 · 78 sh | 78 | $8.9K | <0.01% | +122.9% |
| 581 | PRIVATE NA#581 · 65 sh | 65 | $7.4K | — | +4.8% |
| 582 | E Fund Management (Hong Kong) , Ltd.#582 · 65 sh | 65 | $7.4K | <0.01% | New |
| 583 | Sachetta#583 · 61 sh | 61 | $6.9K | <0.01% | +64.9% |
| 584 | Lloyd Advisory Services#584 · 60 sh | 60 | $6.8K | <0.01% | New |
| 585 | Quent Capital#585 · 59 sh | 59 | $6.7K | <0.01% | -77.1% |
| 586 | TSFG#586 · 56 sh | 56 | $6.0K | — | 0.0% |
| 587 | Transamerica Financial Advisors#587 · 52 sh | 52 | $5.9K | <0.01% | +26.8% |
| 588 | MV CAPITAL MANAGEMENT#588 · 51 sh | 51 | $5.8K | <0.01% | -10.5% |
| 589 | CREATIVE FINANCIAL DESIGNS#589 · 51 sh | 51 | $5.8K | <0.01% | +8.5% |
| 590 | ACTION POINT FINANCIAL PLANNING#590 · 54 sh | 54 | $5.7K | <0.01% | New |
| 591 | WHITTIER OF NEVADA#591 · 44 sh | 44 | $5.5K | <0.01% | -8.3% |
| 592 | Dunhill Financial#592 · 45 sh | 45 | $5.2K | <0.01% | -10.0% |
| 593 | Fortitude Family Office#593 · 45 sh | 45 | $5.1K | — | +2.3% |
| 594 | KERR FINANCIAL PLANNING#594 · 43 sh | 43 | $4.9K | <0.01% | 0.0% |
| 595 | LifeSteps Financial#595 · 43 sh | 43 | $4.9K | — | New |
| 596 | Kingdom Financial Group#596 · 42 sh | 42 | $4.8K | <0.01% | New |
| 597 | Mowery & Schoenfeld Wealth Management#597 · 42 sh | 42 | $4.8K | <0.01% | 0.0% |
| 598 | NewEdge Advisors#598 · 40 sh | 40 | $4.5K | 0.00% | New |
| 599 | CGC Financial Services#599 · 40 sh | 40 | $4.5K | — | 0.0% |
| 600 | MANNING & NAPIER ADVISORS#600 · 38 sh | 38 | $4.3K | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.