Who holds PTCticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

PTC INC · COM · quarter ended 2026-03-31 · 9 members disclosed PTC ↗

563

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$12.1B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

287

addsholders whose share count rose or who opened the position (new + add), by shares

107

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of PTC ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.6B	11,555,780	+146,966	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.1B	7,735,222	—	no prior
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$837M	5,871,374	—	no prior
4	STATE STREET CORP	$834M	5,855,368	−50,277	trim
5	GEODE CAPITAL MANAGEMENT, LLC	$523M	3,671,236	+100,696	add
6	Janus Henderson Group Ltd.	$503M	3,530,070	+11,278	add
7	Pictet Asset Management Holding SA	$500M	3,505,930	+529,208	add
8	Invesco Ltd.	$281M	1,968,927	+258,786	add
9	Standard Investments LLC	$258M	1,812,500	0	no change
10	Amundi	$246M	1,725,555	+1,040,656	add
11	NORTHERN TRUST CORP	$213M	1,492,900	+138,978	add
12	WELLINGTON MANAGEMENT GROUP LLP	$200M	1,401,308	−418,991	trim
13	MORGAN STANLEY	$191M	1,337,974	+118,485	add
14	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$186M	1,308,641	+314,828	add
15	LAZARD ASSET MANAGEMENT LLC	$186M	1,305,846	−204,612	trim
16	FERNBRIDGE CAPITAL MANAGEMENT LP	$185M	1,295,434	+69,956	add
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$138M	965,045	+38,620	add
18	Palestra Capital Management LLC	$127M	890,595	+656,188	add
19	Sumitomo Mitsui Trust Group, Inc.	$113M	791,529	−1,380	trim
20	DIMENSIONAL FUND ADVISORS LP	$110M	770,014	+117,024	add
21	EAGLE CAPITAL MANAGEMENT LLC	$104M	731,625	−1,738,303	trim
22	FIL Ltd	$103M	724,028	−13,198	trim
23	Legal & General Group Plc	$97.2M	682,211	+3,250	add
24	Robeco Institutional Asset Management B.V.	$96.3M	676,062	−33,290	trim
25	VANGUARD FIDUCIARY TRUST CO	$95.8M	672,291	—	no prior
26	Bank of New York Mellon Corp	$94.5M	662,973	−19,621	trim
27	DEUTSCHE BANK AG\	$94.0M	660,028	+12,973	add
28	JUPITER ASSET MANAGEMENT LTD	$93.4M	672,986	+672,986	new
29	BANK OF AMERICA CORP /DE/	$92.9M	652,179	−39,720	trim
30	UBS Group AG	$87.8M	616,362	+311,946	add
31	CITADEL ADVISORS LLC	$83.1M	583,088	+556,397	add
32	RAYMOND JAMES FINANCIAL INC	$78.8M	561,235	−24,972	trim
33	BNP Paribas Asset Management Holding S.A.	$73.5M	515,905	−19,064	trim
34	Nuveen, LLC	$72.0M	505,470	−39,464	trim
35	FMR LLC	$69.3M	486,410	+96,907	add
36	TD ASSET MANAGEMENT INC	$62.9M	441,219	−54,707	trim
37	Quantinno Capital Management LP	$56.9M	399,056	+194,745	add
38	RENAISSANCE TECHNOLOGIES LLC	$55.4M	389,100	+183,600	add
39	HSBC HOLDINGS PLC	$50.7M	356,219	−281,215	trim
40	Swiss National Bank	$49.7M	348,900	+20,700	add
41	AVIVA PLC	$49.3M	345,849	+12,534	add
42	BARCLAYS PLC	$46.3M	324,622	−512,059	trim
43	Mitsubishi UFJ Asset Management Co., Ltd.	$42.5M	298,594	+24,078	add
44	Tensor Edge Capital, LLC	$39.9M	279,909	+129,909	add
45	Stephens Investment Management Group LLC	$38.9M	273,088	−70,798	trim
46	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$38.8M	272,588	−50,442	trim
47	Vanguard Global Advisers, LLC	$37.2M	261,052	—	no prior
48	Gotham Asset Management, LLC	$37.1M	260,541	+10,253	add
49	Candriam S.C.A.	$33.5M	235,165	−45,910	trim
50	MACKENZIE FINANCIAL CORP	$32.8M	229,923	+32,249	add
51	RHUMBLINE ADVISERS	$32.4M	227,430	+1,687	add
52	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$32.1M	225,208	−229,813	trim
53	Grantham, Mayo, Van Otterloo & Co. LLC	$30.2M	212,294	+32,670	add
54	Zurcher Kantonalbank (Zurich Cantonalbank)	$29.0M	203,296	+203,296	new
55	VANGUARD ASSET MANAGEMENT, Ltd	$28.8M	201,771	—	no prior
56	Vontobel Holding Ltd.	$28.7M	201,132	−54,524	trim
57	Ampersand Capital Group, L.P.	$28.6M	200,498	+6,943	add
58	CITIGROUP INC	$28.1M	196,961	−18,869	trim
59	RENAISSANCE GROUP LLC	$28.0M	196,826	+10,578	add
60	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$27.5M	192,782	−164,515	trim
61	DF DENT & CO INC	$25.7M	180,589	−126,203	trim
62	SCHRODER INVESTMENT MANAGEMENT GROUP	$24.7M	176,909	−12,445	trim
63	CONGRESS ASSET MANAGEMENT CO	$24.6M	172,771	+9,259	add
64	ALLIANCEBERNSTEIN L.P.	$23.6M	135,732	+6,210	add
65	NORTH STAR ASSET MANAGEMENT INC	$23.2M	162,897	+1,919	add
66	CANADA PENSION PLAN INVESTMENT BOARD	$23.2M	162,708	+60,455	add
67	NORDEA INVESTMENT MANAGEMENT AB	$21.9M	157,369	−112,027	trim
68	JANE STREET GROUP, LLC	$21.4M	150,378	+146,263	add
69	EXCHANGE TRADED CONCEPTS, LLC	$20.9M	146,524	+49,123	add
70	Fisher Asset Management, LLC	$20.6M	144,916	−567	trim
71	PRINCIPAL FINANCIAL GROUP INC	$20.5M	144,207	−5,230	trim
72	ROYAL BANK OF CANADA	$20.3M	142,735	−19,561	trim
73	2Xideas AG	$20.3M	142,203	−39,274	trim
74	TEACHER RETIREMENT SYSTEM OF TEXAS	$19.0M	133,414	+107,226	add
75	FRANKLIN RESOURCES INC	$18.3M	128,325	−871,388	trim
76	APG Asset Management N.V.	$17.3M	139,569	−16,585	trim
77	Alyeska Investment Group, L.P.	$16.8M	118,074	−51,028	trim
78	FIRST TRUST ADVISORS LP	$16.4M	115,132	−48,405	trim
79	Qube Research & Technologies Ltd	$16.2M	113,725	−141,386	trim
80	Independent Family Office, LLC	$16.2M	113,550	−5,450	trim
81	NICHOLAS COMPANY, INC.	$16.0M	112,099	0	no change
82	COMMERCE BANK	$15.8M	110,562	−171,218	trim
83	Assenagon Asset Management S.A.	$15.7M	110,028	+57,818	add
84	PARNASSUS INVESTMENTS, LLC	$15.4M	108,105	+568	add
85	Aberdeen Group plc	$15.4M	108,040	−3,376	trim
86	AMERIPRISE FINANCIAL INC	$15.2M	106,444	+9,291	add
87	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$15.1M	106,073	0	no change
88	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$15.1M	105,797	−42,605	trim
89	Eurizon Capital SGR S.p.A.	$14.9M	104,799	+16,661	add
90	BANK OF MONTREAL /CAN/	$14.5M	101,590	−13,736	trim
91	WELLS FARGO & COMPANY/MN	$14.3M	100,392	+2,030	add
92	SEB Asset Management AB	$13.9M	97,811	—	no prior
93	Mitsubishi UFJ Trust & Banking Corp	$12.6M	88,633	−302	trim
94	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$12.4M	87,149	+35,450	add
95	Universal- Beteiligungs- und Servicegesellschaft mbH	$12.3M	86,014	+10,567	add
96	FLPUTNAM INVESTMENT MANAGEMENT CO	$12.1M	84,824	+2,959	add
97	Laurus Global Equity Management Inc.	$11.9M	83,321	0	no change
98	MILLENNIUM MANAGEMENT LLC	$11.3M	79,210	+36,514	add
99	Leeward Investments, LLC - MA	$11.1M	77,829	+6,189	add
100	FIRST NATIONAL BANK OF OMAHA	$10.7M	74,946	+2,547	add
101	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$10.6M	74,451	+74,451	new
102	STATE OF WISCONSIN INVESTMENT BOARD	$10.6M	74,245	−4,541	trim
103	STOREBRAND ASSET MANAGEMENT AS	$10.5M	73,417	—	no prior
104	Silverberg Bernstein Capital Management LLC	$10.3M	72,566	0	no change
105	Robeco Schweiz AG	$10.2M	71,443	−299,902	trim
106	DANSKE BANK A/S	$10.0M	70,500	+5,300	add
107	NATIONAL BANK OF CANADA /FI/	$10.0M	70,249	−7,688	trim
108	Taikang Asset Management (Hong Kong) Co Ltd	$9.8M	68,982	+68,982	new
109	SEI INVESTMENTS CO	$9.6M	67,615	+24,921	add
110	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$9.6M	67,393	+38,778	add
111	Korea Investment CORP	$9.2M	64,439	−8,449	trim
112	PEREGRINE CAPITAL MANAGEMENT LLC	$9.0M	63,348	−24,100	trim
113	FEDERATED HERMES, INC.	$8.9M	62,437	−102,585	trim
114	Calamos Advisors LLC	$8.9M	62,428	0	no change
115	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$8.9M	62,223	−7,433	trim
116	Varma Mutual Pension Insurance Co	$8.7M	61,400	0	no change
117	NEW YORK STATE COMMON RETIREMENT FUND	$8.7M	61,138	0	no change
118	Swedbank AB	$8.6M	60,301	−26,213	trim
119	Vanguard Investments Australia, Ltd.	$8.5M	59,548	—	no prior
120	VICTORY CAPITAL MANAGEMENT INC	$8.4M	59,018	−17,654	trim
121	Chevy Chase Trust Holdings, LLC	$8.4M	58,623	−2,112	trim
122	PRUDENTIAL FINANCIAL INC	$8.3M	58,502	−1,729	trim
123	ROYAL LONDON ASSET MANAGEMENT LTD	$8.3M	58,042	−238	trim
124	ADAGE CAPITAL PARTNERS GP, L.L.C.	$8.0M	56,200	−16,900	trim
125	PFA Pension, Forsikringsaktieselskab	$7.9M	55,718	+55,718	new
126	Tredje AP-fonden	$7.9M	55,185	+39,731	add
127	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.8M	55,280	+18,748	add
128	ENVESTNET ASSET MANAGEMENT INC	$7.8M	54,810	−4,021	trim
129	WORMSER FRERES GESTION	$7.7M	52,729	−2,822	trim
130	BALDWIN WEALTH PARTNERS LLC/MA	$7.5M	52,841	+2,112	add
131	Asset Management One Co., Ltd.	$7.3M	51,284	−4,009	trim
132	LPL Financial LLC	$7.3M	51,101	+1,664	add
133	Andra AP-fonden	$7.2M	50,250	+44,450	add
134	Resona Asset Management Co.,Ltd.	$7.1M	49,775	+6,879	add
135	MEYER HANDELMAN CO	$6.9M	48,544	+48,544	new
136	KLP KAPITALFORVALTNING AS	$6.6M	46,100	+4,400	add
137	CREDIT AGRICOLE S A	$6.3M	44,531	+31,776	add
138	FORA Capital, LLC	$6.1M	42,710	+33,744	add
139	NOMURA ASSET MANAGEMENT CO LTD	$5.9M	41,517	+3,153	add
140	Lagoda Investment Management, L.P.	$5.9M	41,455	−9,055	trim
141	OSAIC HOLDINGS, INC.	$5.7M	40,214	+2,536	add
142	Lansforsakringar Fondforvaltning AB (publ)	$5.6M	39,160	+262	add
143	Mirae Asset Global Investments Co., Ltd.	$5.4M	38,126	+15,375	add
144	State of New Jersey Common Pension Fund D	$5.4M	37,898	0	no change
145	TORONTO DOMINION BANK	$5.3M	37,206	−4,823	trim
146	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$5.2M	36,144	−112	trim
147	OCCUDO QUANTITATIVE STRATEGIES LP	$4.9M	36,213	+36,213	new
148	IMC-Chicago, LLC	$4.8M	33,788	+33,788	new
149	Swiss Life Asset Management Ltd	$4.7M	33,107	−26,877	trim
150	Daiwa Securities Group Inc.	$4.7M	33,077	−36,039	trim
151	Tidal Investments LLC	$4.6M	32,551	+8,027	add
152	Czech National Bank	$4.6M	32,408	+820	add
153	Arizona State Retirement System	$4.6M	32,314	−566	trim
154	Y-Intercept (Hong Kong) Ltd	$4.5M	31,898	+22,333	add
155	CIBC Bancorp USA Inc.	$4.5M	31,752	—	no prior
156	PEAK6 LLC	$4.5M	31,590	+31,590	new
157	Sone Capital Management, LLC	$4.5M	31,316	+31,316	new
158	WESTPORT ASSET MANAGEMENT INC	$4.4M	31,100	0	no change
159	STATE OF MICHIGAN RETIREMENT SYSTEM	$4.4M	31,054	−300	trim
160	ProShare Advisors LLC	$4.4M	30,750	−5,444	trim
161	National Pension Service	$4.4M	30,569	+30,569	new
162	PARADIGM CAPITAL MANAGEMENT INC/NY	$4.3M	30,000	—	no prior
163	CIBC Asset Management Inc	$4.2M	29,381	+1,220	add
164	MetLife Investment Management, LLC	$4.0M	28,396	−974	trim
165	Dai-ichi Life Insurance Company, Ltd	$4.0M	28,378	−731	trim
166	Sterling Capital Management LLC	$4.0M	28,328	−3,369	trim
167	Rafferty Asset Management, LLC	$4.0M	28,060	−9,499	trim
168	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$3.9M	27,719	−146	trim
169	Stanley-Laman Group, Ltd.	$3.9M	27,069	+721	add
170	BRANT POINT INVESTMENT MANAGEMENT LLC	$3.8M	26,692	+6,692	add
171	UniSuper Management Pty Ltd	$3.8M	26,366	−1,287	trim
172	NISA INVESTMENT ADVISORS, LLC	$3.7M	26,285	+327	add
173	DnB Asset Management AS	$3.7M	26,038	+803	add
174	Retirement Systems of Alabama	$3.6M	25,270	−215	trim
175	Vident Advisory, LLC	$3.6M	24,969	+18,552	add
176	Creative Planning	$3.4M	24,136	+6,757	add
177	VOYA INVESTMENT MANAGEMENT LLC	$3.4M	23,738	−267	trim
178	IFM Investors Pty Ltd	$3.4M	23,617	0	no change
179	D. E. Shaw & Co., Inc.	$3.3M	23,050	+23,050	new
180	XPONANCE LLC	$3.2M	22,303	+2,563	add
181	CWM, LLC	$3.2M	22,298	+264	add
182	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.0M	21,260	+3,488	add
183	AQR CAPITAL MANAGEMENT LLC	$3.0M	21,335	+3,041	add
184	Jefferies Financial Group Inc.	$3.0M	20,776	+20,776	new
185	Corient Private Wealth LLC	$2.9M	21,406	−8,570	trim
186	Baker Avenue Asset Management, LP	$2.8M	19,981	+1,364	add
187	Oak Thistle LLC	$2.8M	19,884	+19,884	new
188	Utah Retirement Systems	$2.8M	19,313	−394	trim
189	FIFTH THIRD BANCORP	$2.7M	18,951	+13,900	add
190	Illinois Municipal Retirement Fund	$2.7M	18,738	−5,247	trim
191	XTX Topco Ltd	$2.6M	18,530	+18,530	new
192	Keeler Thomas Management LLC	$2.6M	18,351	+18,351	new
193	Summit Trail Advisors, LLC	$2.6M	18,065	+6,658	add
194	Vanguard Personalized Indexing Management, LLC	$2.6M	17,901	+2,734	add
195	PRUDENTIAL PLC	$2.6M	17,898	−22,519	trim
196	Ensign Peak Advisors, Inc	$2.5M	17,869	+1,853	add
197	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.5M	17,854	+1,021	add
198	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.5M	17,568	+430	add
199	TRILLIUM ASSET MANAGEMENT, LLC	$2.5M	16,161	−101	trim
200	Rakuten Investment Management, Inc.	$2.5M	17,656	+1,897	add
201	NEOS Investment Management LLC	$2.5M	17,255	+160	add
202	Optimize Financial Inc	$2.5M	17,222	+10,662	add
203	Ethic Inc.	$2.4M	17,011	−4,596	trim
204	ZACKS INVESTMENT MANAGEMENT	$2.4M	16,961	+3,178	add
205	Edgestream Partners, L.P.	$2.3M	16,433	+5,416	add
206	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.3M	16,391	−4,860	trim
207	BANK OF NOVA SCOTIA	$2.2M	15,626	−68,118	trim
208	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.2M	15,453	+117	add
209	Railway Pension Investments Ltd	$2.2M	15,426	0	no change
210	Wilmington Savings Fund Society, FSB	$2.2M	15,326	−10,557	trim
211	Verition Fund Management LLC	$2.2M	15,253	−12,514	trim
212	Allianz Asset Management GmbH	$2.1M	14,925	−6,979	trim
213	Argo Wealth Advisory, LLC	$2.1M	14,857	+647	add
214	First National Advisers, LLC	$2.1M	14,645	−68	trim
215	Elo Mutual Pension Insurance Co	$2.1M	14,547	+14,547	new
216	RICE HALL JAMES & ASSOCIATES, LLC	$2.0M	14,158	−542	trim
217	Advisors Asset Management, Inc.	$2.0M	13,951	+1,075	add
218	OP Asset Management Ltd	$2.0M	13,834	—	no prior
219	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.9M	13,632	−70	trim
220	STIFEL FINANCIAL CORP	$1.9M	13,213	+3,223	add
221	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.9M	13,200	+3,073	add
222	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.8M	12,656	−205	trim
223	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$1.8M	12,500	0	no change
224	Cetera Investment Advisers	$1.8M	12,393	+2,156	add
225	Marks Group Wealth Management, Inc	$1.7M	11,808	+2,640	add
226	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.7M	12,198	+4,000	add
227	YOUSIF CAPITAL MANAGEMENT, LLC	$1.7M	11,709	−492	trim
228	Lombard Odier Asset Management (Europe) Ltd	$1.6M	11,266	−54,482	trim
229	TRUIST FINANCIAL CORP	$1.6M	11,200	−1,707	trim
230	TWO SIGMA SECURITIES, LLC	$1.6M	11,151	+11,151	new
231	MERCER GLOBAL ADVISORS INC /ADV	$1.6M	11,103	+7,546	add
232	Curi Capital, LLC	$1.5M	10,764	−3,750	trim
233	Banque Transatlantique SA	$1.5M	10,750	0	no change
234	Man Group plc	$1.5M	10,405	−59,845	trim
235	Board of the Pension Protection Fund	$1.5M	10,400	+10,200	add
236	Knollwood Investment Advisory, LLC	$1.4M	10,100	0	no change
237	ABN AMRO INVESTMENT SOLUTIONS	$1.4M	10,060	−1,159	trim
238	Graham Capital Management, L.P.	$1.4M	10,013	−262	trim
239	QUADRANT CAPITAL GROUP LLC	$1.4M	9,830	+6,044	add
240	Pathstone Holdings, LLC	$1.4M	9,819	−2,094	trim
241	Cohen Klingenstein LLC	$1.4M	9,815	0	no change
242	Bank Pictet & Cie (Europe) AG	$1.4M	9,711	−162	trim
243	Avanza Fonder AB	$1.3M	9,176	0	no change
244	B. Metzler seel. Sohn & Co. AG	$1.3M	9,028	0	no change
245	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$1.3M	9,000	0	no change
246	Crossmark Global Holdings, Inc.	$1.3M	8,916	—	no prior
247	Perbak Capital Partners LLP	$1.3M	8,797	+8,797	new
248	denkapparat Operations GmbH	$1.2M	8,746	+3,526	add
249	MACQUARIE GROUP LTD	$1.2M	8,503	−1,134	trim
250	Investment Management Corp of Ontario	$1.2M	8,464	−102,114	trim
251	GLENMEDE TRUST CO NA	$1.2M	8,295	−9,062	trim
252	Empowered Funds, LLC	$1.2M	8,227	+5,128	add
253	Ballentine Partners, LLC	$1.2M	8,222	−365	trim
254	ALPS ADVISORS INC	$1.2M	8,144	+603	add
255	WCM INVESTMENT MANAGEMENT, LLC	$1.1M	8,210	+333	add
256	Fideuram Asset Management (Ireland) dac	$1.1M	6,683	+6,364	add
257	Norinchukin Bank, The	$1.1M	7,829	+2	add
258	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.1M	7,477	−21,658	trim
259	HighVista Strategies LLC	$1.1M	7,474	+1,100	add
260	Iyo Bank, Ltd.	$1.1M	7,435	0	no change
261	US BANCORP \DE\	$1.1M	7,406	−327	trim
262	Strategic Advisors LLC	$1.0M	7,342	−106	trim
263	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.0M	7,340	−10,213	trim
264	MIZUHO SECURITIES USA LLC	$1.0M	7,194	−1,529	trim
265	Numerai GP LLC	$1.0M	7,176	+1,028	add
266	Tributary Capital Management, LLC	$1.0M	7,168	+674	add
267	Schonfeld Strategic Advisors LLC	$1.0M	7,042	+7,042	new
268	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$998K	7,006	−64,306	trim
269	HARTFORD INVESTMENT MANAGEMENT CO	$978K	6,862	−83	trim
270	AIA Group Ltd	$965K	6,770	0	no change
271	BROWN ADVISORY INC	$957K	6,714	−1,129	trim
272	SteelPeak Wealth, LLC	$934K	6,553	+2,989	add
273	OSSIAM	$933K	6,550	−143	trim
274	OAK ASSOCIATES LTD /OH/	$910K	6,386	+6,386	new
275	Nippon Life Global Investors Americas, Inc.	$906K	6,360	+6,360	new
276	QRG CAPITAL MANAGEMENT, INC.	$892K	6,261	+5,098	add
277	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$891K	6,247	+166	add
278	NATIXIS	$877K	6,153	−166,943	trim
279	Sequoia Financial Advisors, LLC	$858K	6,023	+1,459	add
280	CAXTON ASSOCIATES LLP	$856K	6,004	−365	trim
281	Allspring Global Investments Holdings, LLC	$848K	5,950	+457	add
282	Maryland State Retirement & Pension System	$826K	5,796	0	no change
283	Unified Investment Management	$820K	5,756	+1,608	add
284	Verdence Capital Advisors LLC	$810K	5,686	+454	add
285	Drake & Associates, LLC	$809K	5,681	−1,215	trim
286	BOOTHBAY FUND MANAGEMENT, LLC	$808K	5,673	+5,673	new
287	Addison Capital Co	$790K	5,543	+775	add
288	Federation des caisses Desjardins du Quebec	$789K	5,541	+1,154	add
289	M&T BANK CORP	$779K	5,469	−3,844	trim
290	NOMURA HOLDINGS INC	$758K	5,317	+1,260	add
291	Atria Investments, Inc	$724K	5,082	−1	trim
292	Orion Porfolio Solutions, LLC	$705K	4,950	+2,839	add
293	Archford Capital Strategies, LLC	$699K	4,903	+80	add
294	Cerity Partners LLC	$697K	4,893	+1,327	add
295	MUFG Securities EMEA plc	$695K	4,878	−35,039	trim
296	TOKIO MARINE ASSET MANAGEMENT CO LTD	$690K	4,843	0	no change
297	Kesler, Norman & Wride, LLC	$690K	4,840	+4,840	new
298	Arcus Capital Partners, LLC	$666K	4,674	—	no prior
299	Wealthfront Advisers LLC	$664K	4,660	+409	add
300	Kintegral Advisory, LLC	$663K	4,655	−206	trim
301	Woodline Partners LP	$661K	4,639	+2,448	add
302	NewEdge Advisors, LLC	$660K	4,629	+4,629	new
303	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$659K	4,627	+4,627	new
304	Callan Family Office, LLC	$658K	4,618	+423	add
305	HighTower Advisors, LLC	$653K	4,586	+1,139	add
306	Wedmont Private Capital	$639K	4,429	+151	add
307	Sienna Gestion	$635K	4,514	0	no change
308	PANAGORA ASSET MANAGEMENT INC	$633K	4,441	0	no change
309	AMERICAN CENTURY COMPANIES INC	$629K	4,416	−18,392	trim
310	Aries Wealth Management	$626K	4,395	+4,395	new
311	Saudi Central Bank	$625K	4,389	+4,389	new
312	JOHNSON INVESTMENT COUNSEL INC	$618K	4,340	−34	trim
313	EQUITABLE TRUST CO	$615K	4,319	−70	trim
314	CHOREO, LLC	$614K	4,310	+771	add
315	Baird Financial Group, Inc.	$613K	4,304	+4,304	new
316	Osmosis Investment Management UK Ltd	$611K	4,288	+4,288	new
317	OMERS ADMINISTRATION Corp	$610K	4,284	0	no change
318	Brooklyn Investment Group	$588K	4,126	+2,617	add
319	TWINBEECH CAPITAL LP	$584K	4,100	+4,100	new
320	AZZAD ASSET MANAGEMENT INC /ADV	$553K	3,884	−156	trim
321	Tower Research Capital LLC (TRC)	$549K	3,853	+1,270	add
322	Banque Cantonale Vaudoise	$548K	3,851	−499	trim
323	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$542K	3,807	−20	trim
324	D.A. DAVIDSON & CO.	$539K	3,783	+101	add
325	Sanctuary Advisors, LLC	$536K	3,762	−317	trim
326	Gibbs Wealth Management	$524K	3,675	+2,448	add
327	MARTINGALE ASSET MANAGEMENT L P	$516K	3,620	+45	add
328	TEMA ETFS LLC	$511K	3,588	+14	add
329	Brookstone Capital Management	$505K	3,544	0	no change
330	E. Ohman J:or Asset Management AB	$503K	3,530	−1,100	trim
331	North Dakota State Investment Board	$491K	3,446	−643	trim
332	Metis Global Partners, LLC	$482K	3,386	−2,710	trim
333	HB Wealth Management, LLC	$481K	3,375	+289	add
334	Alliance Wealth Advisors, LLC /UT	$474K	3,329	−1,097	trim
335	MUFG SECURITIES AMERICAS INC.	$469K	3,293	+66	add
336	E Fund Management Co., Ltd.	$464K	3,253	—	no prior
337	Sowell Financial Services LLC	$463K	3,250	+188	add
338	Meeder Advisory Services, Inc.	$461K	3,237	+1,137	add
339	GLOBEFLEX CAPITAL L P	$461K	3,234	0	no change
340	Aurora Investment Counsel	$459K	3,220	+1,150	add
341	COLDSTREAM CAPITAL MANAGEMENT INC	$457K	3,208	−341	trim
342	SECURIAN ASSET MANAGEMENT, INC	$455K	3,191	0	no change
343	TWO SIGMA INVESTMENTS, LP	$453K	3,182	−213,517	trim
344	Delta Global Management LP	$452K	3,172	+3,172	new
345	Squarepoint Ops LLC	$451K	3,163	−11,071	trim
346	Engineers Gate Manager LP	$447K	3,138	+3,138	new
347	Abel Hall, LLC	$447K	3,136	+3,136	new
348	Rockefeller Capital Management L.P.	$438K	3,076	+795	add
349	Focus Partners Wealth	$435K	3,082	−6,577	trim
350	Kestra Advisory Services, LLC	$429K	3,011	+369	add
351	Qtron Investments LLC	$423K	2,969	+4	add
352	Aaron Wealth Advisors LLC	$418K	2,936	+443	add
353	Global X Japan Co., Ltd.	$414K	2,906	+124	add
354	Laird Norton Wetherby Trust Company, LLC	$407K	2,855	+71	add
355	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$407K	2,855	+2,855	new
356	GUGGENHEIM CAPITAL LLC	$407K	2,854	−1,214	trim
357	BLAIR WILLIAM & CO/IL	$406K	2,851	+907	add
358	MML INVESTORS SERVICES, LLC	$400K	2,809	+141	add
359	Yorktown Management & Research Co Inc	$399K	2,800	0	no change
360	Caprock Group, LLC	$395K	2,771	−1,186	trim
361	Continuum Advisory, LLC	$395K	2,769	+2,769	new
362	COMMONWEALTH EQUITY SERVICES, LLC	$390K	2,740	−1,179	trim
363	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$390K	2,735	−35	trim
364	CIBC WORLD MARKET INC.	$387K	2,717	+291	add
365	Blue Trust, Inc.	$382K	2,679	0	no change
366	Phoenix Financial Ltd.	$378K	2,653	−87	trim
367	EVERGREEN CAPITAL MANAGEMENT LLC	$374K	2,624	+831	add
368	Patriot Financial Group Insurance Agency, LLC	$371K	2,606	+1,313	add
369	Vise Technologies, Inc.	$371K	2,131	0	no change
370	Chicago Partners Investment Group LLC	$371K	2,639	+686	add
371	Advisory Alpha, LLC	$369K	2,593	+473	add
372	Siemens Fonds Invest GmbH	$359K	2,521	0	no change
373	JT Stratford LLC	$358K	2,514	−97	trim
374	Fieldview Capital Management, LLC	$355K	2,490	+2,490	new
375	GATEWAY INVESTMENT ADVISERS LLC	$354K	2,484	+2,484	new
376	Main Street Research LLC	$354K	2,481	+2,481	new
377	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$350K	2,453	+257	add
378	Portside Wealth Group, LLC	$349K	2,450	+70	add
379	Belpointe Asset Management LLC	$347K	2,435	+2,435	new
380	Snowden Capital Advisors LLC	$347K	2,433	+34	add
381	Gratus Wealth Advisors, LLC	$345K	2,424	−167	trim
382	NORDEN GROUP LLC	$345K	2,418	−448	trim
383	KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	$343K	2,443	−310	trim
384	Andina Capital Management, LLC	$336K	2,355	+2,355	new
385	Kera Capital Partners, Inc.	$331K	2,321	−283	trim
386	Diversified Trust Co	$327K	2,296	+100	add
387	Fifth Third Wealth Advisors LLC	$322K	2,263	+680	add
388	RDA Financial Network	$311K	2,184	+634	add
389	BALYASNY ASSET MANAGEMENT L.P.	$311K	2,181	−175,962	trim
390	SIGNATUREFD, LLC	$301K	2,113	+218	add
391	Meiji Yasuda Asset Management Co Ltd.	$296K	2,077	−239	trim
392	DAVENPORT & Co LLC	$295K	2,069	−1,537	trim
393	DIVERSIFIED MANAGEMENT INC	$294K	2,065	0	no change
394	nVerses Capital, LLC	$293K	2,054	+2,054	new
395	Compagnie Lombard Odier SCmA	$285K	2,000	0	no change
396	Apollon Wealth Management, LLC	$285K	1,997	+118	add
397	Savant Capital, LLC	$284K	1,992	+317	add
398	Premier Path Wealth Partners, LLC	$278K	1,948	+1,948	new
399	World Investment Advisors	$276K	1,936	+527	add
400	HUB Investment Partners, LLC	$272K	1,907	+1,907	new
401	AIGEN INVESTMENT MANAGEMENT, LP	$262K	1,841	+1,841	new
402	Ascent Group, LLC	$260K	1,822	+1,822	new
403	Aspen Wealth Strategies, LLC	$259K	1,820	0	no change
404	SAX WEALTH ADVISORS, LLC	$255K	1,465	0	no change
405	GREENLEAF TRUST	$255K	1,789	+55	add
406	First Growth Capital LLC	$249K	1,744	−39	trim
407	&PARTNERS	$244K	1,719	+372	add
408	CFO4Life Group, LLC	$236K	1,655	+29	add
409	GTS SECURITIES LLC	$232K	1,625	+1,625	new
410	Argyle Capital Management, LLC	$221K	1,551	0	no change
411	Portfolio Design Labs, LLC	$220K	1,546	+1,546	new
412	BRIDGES INVESTMENT MANAGEMENT INC	$219K	1,535	−147	trim
413	Stratos Wealth Partners, LTD.	$217K	1,525	+1,525	new
414	FIDELIS CAPITAL PARTNERS, LLC	$216K	1,514	+2	add
415	JOURNEY STRATEGIC WEALTH LLC	$216K	1,513	+1,513	new
416	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$212K	1,489	+1,489	new
417	OXFORD ASSET MANAGEMENT LLP	$211K	1,481	+1,481	new
418	PATTON FUND MANAGEMENT, INC.	$209K	1,465	+158	add
419	OSLO PENSJONSFORSIKRING AS	$206K	1,444	—	no prior
420	CATALYST FINANCIAL PARTNERS LLC	$204K	1,434	+1,434	new
421	PROFUND ADVISORS LLC	$203K	1,428	−388	trim
422	MGO ONE SEVEN LLC	$202K	1,415	+245	add
423	Expressive Wealth LLC	$202K	1,474	+1,474	new
424	Aviso Financial Inc.	$200K	1,405	−119	trim
425	ASR Vermogensbeheer N.V.	$193K	1,354	+227	add
426	M&G Plc	$192K	1,352	+529	add
427	Dogwood Wealth Management LLC	$182K	1,280	−1	trim
428	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$178K	1,250	+150	add
429	Plato Investment Management Ltd	$173K	1,211	0	no change
430	Ameritas Investment Partners, Inc.	$156K	1,092	0	no change
431	CENTRAL TRUST Co	$153K	1,075	−15	trim
432	Aster Capital Management (DIFC) Ltd	$138K	893	+893	new
433	Smartleaf Asset Management LLC	$136K	971	−2	trim
434	Steward Partners Investment Advisory, LLC	$132K	923	−331	trim
435	Larson Financial Group LLC	$126K	885	+308	add
436	Pinnacle Wealth Planning Services, Inc.	$126K	881	+73	add
437	MATHER GROUP, LLC.	$106K	746	+746	new
438	Quarry LP	$102K	717	+717	new
439	ASSETMARK, INC	$99.3K	697	+297	add
440	Allworth Financial LP	$92.7K	651	+258	add
441	Manchester Capital Management LLC	$89.2K	626	−4	trim
442	New Age Alpha Advisors, LLC	$78.1K	548	0	no change
443	Leonteq Securities AG	$74.2K	521	−667	trim
444	Livforsakringsbolaget Skandia, Omsesidigt	$71.2K	500	−9,200	trim
445	DARA CAPITAL US, INC.	$69.0K	484	0	no change
446	UMB Bank, n.a.	$68.1K	478	−101	trim
447	Arax Advisory Partners	$64.2K	450	−72	trim
448	Atlantic Union Bankshares Corp	$59.3K	416	−976	trim
449	Axiom Investment Management LLC	$58.8K	413	—	no prior
450	Parkside Financial Bank & Trust	$57.6K	404	+139	add
451	Migdal Insurance & Financial Holdings Ltd.	$53.3K	374	+374	new
452	MAI Capital Management	$48.2K	338	+117	add
453	CYBER HORNET ETFs LLC	$47.0K	330	−10	trim
454	Cromwell Holdings LLC	$44.3K	311	+4	add
455	TOTH FINANCIAL ADVISORY CORP	$42.7K	300	0	no change
456	OSTERWEIS CAPITAL MANAGEMENT INC	$41.2K	289	0	no change
457	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$40.8K	286	−1,970	trim
458	VEGA INVESTMENT SOLUTIONS	$40.6K	285	0	no change
459	Bank Julius Baer & Co. Ltd, Zurich	$40.0K	281	−50,793	trim
460	Crewe Advisors LLC	$37.8K	265	−12	trim
461	PINNEY & SCOFIELD, INC.	$36.5K	256	0	no change
462	Clearstead Advisors, LLC	$34.2K	240	−168	trim
463	Keating Financial Advisory Services, Inc.	$33.9K	238	+9	add
464	Rakuten Securities, Inc.	$32.1K	225	−1	trim
465	True Wealth Design, LLC	$29.4K	206	+136	add
466	STANCE CAPITAL LLC	$28.5K	200	+200	new
467	MOTCO	$26.6K	187	0	no change
468	Heritage Wealth Advisors	$24.4K	171	−443	trim
469	CVA Family Office, LLC	$23.5K	165	+110	add
470	Owl Creek Wealth Partners LLC	$22.9K	161	—	no prior
471	Treasurer of the State of North Carolina	$22.6K	158,647	+11,024	add
472	Bell Investment Advisors, Inc	$19.0K	133	−11	trim
473	SBI Securities Co., Ltd.	$18.7K	131	+6	add
474	DekaBank Deutsche Girozentrale	$16.7K	115,193	0	no change
475	Destiny Wealth Partners, LLC	$15.0K	105	+105	new
476	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$14.6K	102,380	0	no change
477	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$14.5K	101,681	0	no change
478	Basecamp Wealth Advisors LLC	$14.4K	101	—	no prior
479	Cassaday & Co Wealth Management LLC	$14.2K	100	+100	new
480	Salomon & Ludwin, LLC	$13.7K	96	+96	new
481	SHP Wealth Management	$13.7K	95	+13	add
482	Guinness Asset Management LTD	$13.4K	94	0	no change
483	NATIXIS ADVISORS, LLC	$12.3K	86,400	−2,324	trim
484	C WorldWide Group Holding A/S	$12.0K	84,002	−120	trim
485	JFS WEALTH ADVISORS, LLC	$11.3K	79	−9	trim
486	FARMERS & MERCHANTS INVESTMENTS INC	$11.1K	78	0	no change
487	Marquette Asset Management, LLC	$10.4K	73	+18	add
488	First Pacific Financial	$10.3K	72	+25	add
489	Frazier Financial Advisors, LLC	$9.3K	65	0	no change
490	CANADA LIFE ASSURANCE Co	$9.2K	64,424	−3,774	trim
491	PRIVATE TRUST CO NA	$8.8K	62	+5	add
492	Scarborough Advisors, LLC	$8.7K	61	+8	add
493	State of Alaska, Department of Revenue	$8.5K	59,626	−120	trim
494	MV CAPITAL MANAGEMENT, INC.	$8.1K	57	+5	add
495	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$6.7K	47	−11	trim
496	Mn Services Vermogensbeheer B.V.	$6.6K	46,069	0	no change
497	KBC Group NV	$6.2K	43,793	+2,946	add
498	Mowery & Schoenfeld Wealth Management, LLC	$6.0K	42	+42	new
499	KERR FINANCIAL PLANNING Corp	$5.9K	43	0	no change
500	Transamerica Financial Advisors, LLC	$5.8K	41	+25	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PTC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $37.1M held
Trimming: 2 Caxton Associates, Bridgewater Associates $856K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PTC INC

Merged timeline of congressional filings and notable-manager moves on PTC
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+10,253 sh
2026-05-15	Bridgewater Associates 13F	exit	−58,197 sh
2026-05-14	Caxton Associates 13F	trim	−365 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

9 members of Congress disclosed PTC — the congressional view ↗