| 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.
| 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.
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