Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PTC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.6M | $1.65B | +1.3% | 9.711% | 0.03% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 7.7M | $1.10B | β | 6.500% | 0.03% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.9M | $836.6M | β | 4.934% | 0.04% |
| 4 | STATE STREET CORP | 5.9M | $834.3M | -0.9% | 4.921% | 0.03% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 3.7M | $523.1M | +2.8% | 3.085% | 0.03% |
| 6 | JANUS HENDERSON GROUP PLC | 3.5M | $503.0M | +0.3% | 2.966% | 0.25% |
| 7 | Pictet Asset Management Holding SA | 3.5M | $499.5M | +17.8% | 2.946% | 0.53% |
| 8 | Invesco Ltd. | 2.0M | $280.6M | +15.1% | 1.655% | 0.04% |
| 9 | 40 North Management LLC | 1.8M | $258.3M | 0.0% | 1.523% | 23.43% |
| 10 | Amundi | 1.7M | $245.9M | +151.9% | 1.450% | 0.07% |
| 11 | NORTHERN TRUST CORP | 1.5M | $212.7M | +10.3% | 1.255% | 0.03% |
| 12 | KEMPEN CAPITAL MANAGEMENT N.V. | 1.5M | $208.8M | +12.7% | 1.232% | 1.83% |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 1.4M | $199.7M | -23.0% | 1.178% | 0.04% |
| 14 | MORGAN STANLEY | 1.3M | $190.6M | +9.7% | 1.124% | 0.01% |
| 15 | UBS ASSET MANAGEMENT AMERICAS INC | 1.3M | $186.5M | +31.7% | 1.100% | 0.04% |
| 16 | LAZARD ASSET MANAGEMENT LLC | 1.3M | $186.1M | -13.6% | 1.097% | 0.31% |
| 17 | FERNBRIDGE CAPITAL MANAGEMENT LP | 1.3M | $184.6M | +5.7% | 1.089% | 11.83% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 965K | $137.5M | +4.2% | 0.811% | 0.02% |
| 19 | Palestra Capital Management LLC | 891K | $126.9M | +279.9% | 0.748% | 5.34% |
| 20 | Sumitomo Mitsui Trust Holdings, Inc. | 792K | $112.8M | -0.2% | 0.665% | 0.07% |
| 21 | DIMENSIONAL FUND ADVISORS LP | 770K | $109.7M | +17.9% | 0.647% | 0.02% |
| 22 | EAGLE CAPITAL MANAGEMENT LLC | 732K | $104.2M | -70.4% | 0.615% | 0.35% |
| 23 | FIL Ltd | 724K | $103.2M | -1.8% | 0.608% | 0.08% |
| 24 | Liontrust Investment Partners LLP | 586K | $102.1M | 0.0% | 0.493% | 1.52% |
| 25 | Legal & General Group Plc | 682K | $97.2M | +0.5% | 0.573% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in PTC β a direct measure of their conviction.
Filings activity in PTC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new PTC position in Q1 2026
Institutions that fully closed their PTC position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 675 | 4.0% | 94.13% | 24.34 pp | $12.73B | 21% |
| Q4 2025 | 703 | 0.8% | 118.47% | 67.14 pp | $16.03B | 36% |
| Q3 2025 | 709 | +7.9% | 185.61% | +66.64 pp | $25.11B | +56% |
| Q2 2025 | 657 | +2.0% | 118.97% | 81.02 pp | $16.09B | 76% |
| Q1 2025 | 644 | 1.5% | 199.99% | +55.72 pp | $66.72B | +242% |
| Q4 2024 | 654 | +9.9% | 144.27% | +18.47 pp | $19.52B | +15% |
| Q3 2024 | 595 | 1.0% | 125.80% | 13.30 pp | $17.02B | 9.6% |
| Q2 2024 | 601 | β | 139.10% | β | $18.82B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PTC stock.
Based on Q1 2026 13F filings, institutional ownership of PTC Inc. stands at 94.1%, held across 675 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PTC, with approximately 11,555,780 shares worth $1.65B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PTC.
Our composite Smart Money Score for PTC is 17 out of 100 (Heavy Distribution). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
106 institutions opened new positions in PTC during Q1 2026, while 134 fully exited. 131 added to existing positions and 434 trimmed.
PTC institutional ownership fell by 24.34 percentage points quarter-over-quarter, with a net change of -28 holders.
The top 10 institutions account for 52.9% of all reported 13F value in PTC, and the top 25 account for 70.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
PTC Inc. (PTC) Institutional Ownership