PROCEPT BioRobotics Corp
PRCT- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001588978
In the last 90 days, PROCEPT BioRobotics Corp insiders filed 1 open-market purchase and 3 sales; 253 institutions reported holding it in 13F filings for Q2 2026, worth $1.24B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in PROCEPT BioRobotics Corp as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 281
- +35 vs. Q3 2024
- Shares held
- 50.3M
- +4.61M (+10.1%) vs. Q3 2024
- Total value
- $4.06B
- +$403.5M (+11.1%) vs. Q3 2024
- New holders
- 66
- 116 more added
- Sold out
- 31
- 77 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PRCT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 253 | $1.24B |
| Q1 2026 | 257 | $1.40B |
| Q4 2025 | 263 | $1.77B |
| Q3 2025 | 242 | $2.06B |
| Q2 2025 | 271 | $3.07B |
| Q1 2025 | 279 | $2.94B |
| Q4 2024 | 281 | $4.06B |
| Q3 2024 | 250 | $3.65B |
| Q2 2024 | 202 | $2.69B |
| Q1 2024 | 162 | $2.26B |
| Q4 2023 | 145 | $1.91B |
| Q3 2023 | 127 | $1.46B |
| Q2 2023 | 120 | $1.27B |
| Q1 2023 | 116 | $937.6M |
| Q4 2022 | 116 | $1.36B |
| Q3 2022 | 104 | $1.40B |
| Q2 2022 | 96 | $1.14B |
| Q1 2022 | 58 | $1.08B |
| Q4 2021 | 60 | $732.3M |
| Q3 2021 | 58 | $1.03B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding PROCEPT BioRobotics Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 2 | $162 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 4 | $322 | 0.00% | +4 | New |
| Riverview Trust Co | 7 | $564 | 0.00% | +7 | New |
| Park Place Capital Corp | 8 | $644 | 0.00% | +8 | New |
| Synergy Financial Management, LLC | 9 | $721 | 0.00% | +9 | New |
| J.Safra Asset Management Corp | 9 | $729 | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 10 | $806 | 0.00% | +10 | New |
| Huntington National Bank | 11 | $886 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 12 | $966 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14 | $1.13K | 0.00% | +14 | New |
| Larson Financial Group LLC | 15 | $1.21K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 16 | $1.29K | 0.00% | +16 | New |
| Pineridge Advisors LLC | 18 | $1.44K | 0.00% | +17+1,700.0% | Added |
| EverSource Wealth Advisors, LLC | 19 | $1.53K | 0.00% | +4+26.7% | Added |
| Geneos Wealth Management Inc. | 26 | $2.09K | 0.00% | +26 | New |
| Rothschild Investment LLC | 35 | $2.82K | 0.00% | −10−22.2% | Reduced |
| Leonteq Securities AG | 36 | $2.90K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 36 | $2.90K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 36 | $2.90K | 0.00% | +15+71.4% | Added |
| Quarry LP | 37 | $2.98K | 0.00% | +37 | New |
| SRS Capital Advisors, Inc. | 42 | $3.38K | 0.00% | −1−2.3% | Reduced |
| Allworth Financial LP | 50 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $3.46K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 46 | $3.70K | 0.00% | +3+7.0% | Added |
| CoreCap Advisors, LLC | 55 | $4.43K | 0.00% | +55 | New |
| WPG Advisers, LLC | 61 | $4.91K | 0.00% | +61 | New |
| Capital Analysts, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 73 | $5.88K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 80 | $6.44K | 0.00% | +28+53.8% | Added |
| Covestor Ltd | 88 | $7.00K | 0.00% | +10+12.8% | Added |
| GAMMA Investing LLC | 90 | $7.25K | 0.00% | +50+125.0% | Added |
| Danske Bank A/S | 100 | $8.05K | 0.00% | −200−66.7% | Reduced |
| Accent Capital Management, LLC | 100 | $8.05K | 0.00% | −88−46.8% | Reduced |
| Massmutual Trust Co FSB | 103 | $8.29K | 0.00% | +103 | New |
| Lindbrook Capital, LLC | 118 | $9.50K | 0.00% | +2+1.7% | Added |
| Principal Securities, Inc. | 124 | $9.98K | 0.00% | +24+24.0% | Added |
| Chilton Capital Management LLC | 125 | $10.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 127 | $10.2K | 0.00% | +127 | New |
| Smartleaf Asset Management LLC | 182 | $14.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 189 | $15.2K | 0.00% | −201−51.5% | Reduced |
| R Squared Ltd | 290 | $23.4K | 0.02% | +290 | New |
| SBI Securities Co., Ltd. | 302 | $24.3K | 0.00% | +302 | New |
| MCF Advisors LLC | 319 | $25.7K | 0.00% | +10+3.2% | Added |
| Northwestern Mutual Wealth Management Co | 338 | $27.2K | 0.00% | +338 | New |
| Raleigh Capital Management Inc. | 400 | $32.2K | 0.01% | +400 | New |
| Spire Wealth Management | 500 | $40.3K | 0.00% | −200−28.6% | Reduced |
| CWM, LLC | 515 | $41.0K | 0.00% | +20+4.0% | Added |
| Thematics Asset Management | 576 | $46.4K | 0.00% | +576 | New |
| Signaturefd, LLC | 689 | $55.5K | 0.00% | +145+26.7% | Added |
| IFP Advisors, Inc | 722 | $58.1K | 0.00% | +722 | New |
| Bryn Mawr Trust Co | 764 | $61.5K | 0.00% | −30−3.8% | Reduced |
| Arcadia Investment Management Corp | 790 | $63.6K | 0.01% | +790 | New |
| Nisa Investment Advisors, LLC | 830 | $66.8K | 0.00% | −283−25.4% | Reduced |
| Parallel Advisors, LLC | 1,016 | $81.8K | 0.00% | +439+76.1% | Added |
| Advisor Group Holdings, Inc. | 1,253 | $100.9K | 0.00% | +314+33.4% | Added |
| Shell Asset Management Co | 1,328 | $107.0K | 0.00% | −49−3.6% | Reduced |
| US Bancorp | 1,358 | $109.3K | 0.00% | −922−40.4% | Reduced |
| Amalgamated Bank | 1,417 | $114.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,696 | $136.6K | 0.00% | +1,696 | New |
| Group One Trading, L.P. | 1,837 | $147.9K | 0.01% | −3,036−62.3% | Reduced |
| Fairman Group, LLC | 2,000 | $161.0K | 0.13% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,025 | $163.1K | 0.00% | −1,582−43.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,062 | $166.0K | 0.01% | −1,538−42.7% | Reduced |
| KBC Group NV | 2,236 | $180.0K | 0.00% | +705+46.0% | Added |
| STRS Ohio | 2,300 | $185.2K | 0.00% | +700+43.8% | Added |
| Winton Group Ltd | 2,569 | $206.9K | 0.01% | +2,569 | New |
| Freestone Grove Partners LP | 2,575 | $207.3K | 0.00% | +2,575 | New |
| Commonwealth Equity Services, LLC | 2,645 | $213.0K | 0.00% | +2,645 | New |
| Tower Research Capital LLC (TRC) | 2,776 | $223.5K | 0.00% | +1,809+187.1% | Added |
| Mackenzie Financial Corp | 2,829 | $227.8K | 0.00% | +125+4.6% | Added |
| Prosperity Consulting Group, LLC | 2,839 | $228.6K | 0.02% | +2,839 | New |
| Graham Capital Management, L.P. | 2,855 | $229.9K | 0.01% | +2,855 | New |
| Naviter Wealth, LLC | 3,089 | $248.7K | 0.03% | +176+6.0% | Added |
| RiverPark Advisors, LLC | 2,715 | $253.0K | 0.20% | −477−14.9% | Reduced |
| Xponance, Inc. | 3,162 | $254.6K | 0.00% | +394+14.2% | Added |
| Schonfeld Strategic Advisors LLC | 3,300 | $265.7K | 0.00% | −2,036−38.2% | Reduced |
| Gsa Capital Partners LLP | 3,364 | $271.0K | 0.02% | +3,364 | New |
| Prudential Financial Inc | 3,080 | $273.9K | 0.00% | −74−2.3% | Reduced |
| Jain Global LLC | 3,478 | $280.0K | 0.01% | +3,478 | New |
| Corton Capital Inc. | 3,661 | $294.8K | 0.17% | +3,661 | New |
| Ronald Blue Trust, Inc. | 3,878 | $312.3K | 0.00% | −563−12.7% | Reduced |
| CIBC World Markets Corp | 4,169 | $335.7K | 0.00% | +4,169 | New |
| Petrus Trust Company, LTA | 4,387 | $353.2K | 0.03% | +4,387 | New |
| HighTower Advisors, LLC | 4,512 | $363.3K | 0.00% | +1,026+29.4% | Added |
| Diversified Trust Co | 4,649 | $374.3K | 0.01% | −1,775−27.6% | Reduced |
| Ameritas Investment Partners, Inc. | 4,661 | $375.3K | 0.01% | +483+11.6% | Added |
| Sentry Investment Management LLC | 4,718 | $380.0K | 0.18% | +3,223+215.6% | Added |
| Counterpoint Mutual Funds LLC | 4,814 | $387.6K | 0.05% | +4,814 | New |
| XTX Topco Ltd | 4,827 | $388.7K | 0.03% | +4,827 | New |
| Public Employees Retirement Association of Colorado | 4,959 | $399.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 5,092 | $410.0K | 0.09% | −3−0.1% | Reduced |
| Aigen Investment Management, LP | 5,219 | $420.2K | 0.07% | +5,219 | New |
| EntryPoint Capital, LLC | 5,273 | $424.6K | 0.18% | −577−9.9% | Reduced |
| Scientech Research LLC | 5,364 | $431.9K | 0.12% | +2,441+83.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,625 | $452.9K | 0.09% | +5,625 | New |
| CI Private Wealth, LLC | 5,831 | $469.5K | 0.00% | +109+1.9% | Added |
| MML Investors Services, LLC | 6,016 | $484.0K | 0.00% | +6,016 | New |
| Resona Asset Management Co.,Ltd. | 6,023 | $488.4K | 0.00% | −477−7.3% | Reduced |