Ranked by reported Q2 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. | 11.5M | $1.31B | -0.5% | 9.956% | 0.02% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 7.6M | $857.8M | -2.4% | 6.537% | 0.02% |
| 3 | STATE STREET CORP | 6.5M | $733.0M | +10.2% | 5.586% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.7M | $650.9M | -2.4% | 4.960% | 0.03% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 3.8M | $426.7M | +2.3% | 3.250% | 0.02% |
| 6 | Jupiter Topco LLC | 3.7M | $418.6M | — | 3.189% | 0.17% |
| 7 | Pictet Asset Management Holding SA | 3.7M | $418.2M | +5.0% | 3.186% | 0.40% |
| 8 | NORGES BANK | 3.1M | $356.2M | — | 2.715% | 0.04% |
| 9 | Invesco Ltd. | 2.7M | $303.9M | +35.9% | 2.316% | 0.02% |
| 10 | CITADEL ADVISORS LLC | 2.3M | $265.7M | +277.4% | 2.025% | 0.02% |
| 11 | Standard Investments LLC | 1.8M | $205.9M | 0.0% | 1.569% | 10.67% |
| 12 | MORGAN STANLEY | 1.5M | $173.8M | +14.4% | 1.325% | 0.01% |
| 13 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1.5M | $168.6M | +1.3% | 1.285% | 1.29% |
| 14 | NORTHERN TRUST CORP | 1.4M | $161.1M | -5.0% | 1.227% | 0.02% |
| 15 | JANE STREET GROUP, LLC | 1.3M | $145.7M | +600.5% | 1.110% | 0.01% |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.1M | $127.5M | -14.2% | 0.972% | 0.02% |
| 17 | FERNBRIDGE CAPITAL MANAGEMENT LP | 1.1M | $125.1M | -15.0% | 0.953% | 9.16% |
| 18 | DIMENSIONAL FUND ADVISORS LP | 1.0M | $117.8M | +34.6% | 0.897% | 0.02% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.0M | $115.0M | +4.9% | 0.877% | 0.02% |
| 20 | Amundi | 948K | $107.7M | -45.1% | 0.820% | 0.03% |
| 21 | Sumitomo Mitsui Trust Group, Inc. | 806K | $91.5M | +1.8% | 0.698% | 0.05% |
| 22 | Legal & General Group Plc | 801K | $91.0M | +17.5% | 0.694% | 0.02% |
| 23 | Robeco Institutional Asset Management B.V. | 788K | $89.6M | +16.6% | 0.682% | 0.11% |
| 24 | GOLDMAN SACHS GROUP INC | 754K | $85.7M | +14.7% | 0.653% | 0.01% |
| 25 | DEUTSCHE BANK AG\ | 748K | $85.0M | +13.3% | 0.647% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PTC — a direct measure of their conviction.
Filings activity in PTC during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 683 | 0.6% | 96.95% | +2.20 pp | $10.89B | 15% |
| Q1 2026 | 687 | 2.4% | 94.75% | +5.72 pp | $12.86B | 20% |
| Q4 2025 | 704 | 1.0% | 89.03% | 4.52 pp | $16.03B | 36% |
| Q3 2025 | 711 | +8.2% | 93.55% | 1.56 pp | $25.11B | +56% |
| Q2 2025 | 657 | +2.0% | 95.11% | 104.88 pp | $16.09B | 76% |
| Q1 2025 | 644 | 1.5% | 199.99% | +107.08 pp | $66.72B | +242% |
| Q4 2024 | 654 | +9.9% | 92.91% | +0.60 pp | $19.52B | +15% |
| Q3 2024 | 595 | — | 92.31% | — | $17.02B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PTC stock.
Based on Q2 2026 13F filings, institutional ownership of PTC Inc. stands at 97.0%, held across 683 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PTC, with approximately 11,499,640 shares worth $1.31B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of PTC, including CITADEL ADVISORS LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for PTC is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
95 institutions opened new positions in PTC during Q2 2026, while 111 fully exited. 103 added to existing positions and 461 trimmed.
PTC institutional ownership rose by 2.20 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 52.7% of all reported 13F value in PTC, and the top 25 account for 70.1%.
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