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, Q1 2025
Institutional positions in PROCEPT BioRobotics Corp as of Mar 31, 2025. 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
- 279
- 0 vs. Q4 2024
- Shares held
- 50.5M
- +273.2K (+0.5%) vs. Q4 2024
- Total value
- $2.94B
- −$1.10B (−27.3%) vs. Q4 2024
- New holders
- 51
- 99 more added
- Sold out
- 51
- 95 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding PROCEPT BioRobotics Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −85−96.6% | Reduced |
| ZRC Wealth Management, LLC | 2 | $117 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3 | $175 | 0.00% | +3 | New |
| Park Place Capital Corp | 8 | $466 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 8 | $466 | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 10 | $583 | 0.00% | +10 | New |
| Huntington National Bank | 11 | $641 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 11 | $641 | 0.00% | +11 | New |
| Continuum Advisory, LLC | 12 | $699 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14 | $815 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $874 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $874 | 0.00% | +15 | New |
| Creative Financial Designs Inc | 16 | $932 | 0.00% | +16 | New |
| Farther Finance Advisors, LLC | 24 | $1.37K | 0.00% | +11+84.6% | Added |
| Geneos Wealth Management Inc. | 26 | $1.51K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 28 | $1.63K | 0.00% | −52−65.0% | Reduced |
| Massmutual Trust Co FSB | 30 | $1.75K | 0.00% | −73−70.9% | Reduced |
| Decker Retirement Planning Inc. | 30 | $1.75K | 0.00% | +30 | New |
| Caitong International Asset Management Co., Ltd | 34 | $1.98K | 0.00% | +34 | New |
| Independence Bank of Kentucky | 36 | $2.10K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 36 | $2.11K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 37 | $2.16K | 0.00% | −24−39.3% | Reduced |
| SRS Capital Advisors, Inc. | 38 | $2.21K | 0.00% | −4−9.5% | Reduced |
| Allworth Financial LP | 45 | $2.37K | 0.00% | −5−10.0% | Reduced |
| Bell Investment Advisors, Inc | 43 | $2.51K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 46 | $2.68K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 46 | $2.68K | 0.00% | +46 | New |
| Westside Investment Management, Inc. | 50 | $2.91K | 0.00% | +50 | New |
| Stone House Investment Management, LLC | 50 | $2.91K | 0.00% | +50 | New |
| Federation des caisses Desjardins du Quebec | 54 | $3.15K | 0.00% | +54 | New |
| J.Safra Asset Management Corp | 56 | $3.26K | 0.00% | +47+522.2% | Added |
| Vermillion & White Wealth Management Group, LLC | 57 | $3.32K | 0.00% | +57 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 67 | $3.90K | 0.00% | −5,558−98.8% | Reduced |
| Capital Analysts, LLC | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 73 | $4.25K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 75 | $4.37K | 0.00% | −114−60.3% | Reduced |
| Rothschild Investment LLC | 80 | $4.66K | 0.00% | +45+128.6% | Added |
| Quest Partners LLC | 80 | $4.66K | 0.00% | +80 | New |
| Quarry LP | 89 | $5.18K | 0.00% | +52+140.5% | Added |
| Danske Bank A/S | 100 | $5.83K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 102 | $5.94K | 0.00% | −16−13.6% | Reduced |
| GAMMA Investing LLC | 110 | $6.41K | 0.00% | +20+22.2% | Added |
| Chilton Capital Management LLC | 125 | $7.28K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 127 | $7.40K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 145 | $8.45K | 0.00% | −174−54.5% | Reduced |
| Spire Wealth Management | 150 | $8.74K | 0.00% | −350−70.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 150 | $8.74K | 0.01% | +150 | New |
| Principal Securities, Inc. | 124 | $9.98K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 182 | $10.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 200 | $11.7K | 0.00% | −2,100−91.3% | Reduced |
| Optiver Holding B.V. | 203 | $11.8K | 0.00% | +203 | New |
| EverSource Wealth Advisors, LLC | 207 | $12.1K | 0.00% | +188+989.5% | Added |
| CIBC Private Wealth Group, LLC | 255 | $12.4K | 0.00% | +255 | New |
| NBC Securities, Inc. | 261 | $15.0K | 0.00% | +261 | New |
| Boston Private Wealth LLC | 271 | $15.8K | 0.00% | +271 | New |
| Jones Financial Companies LLLP | 278 | $16.7K | 0.00% | +278 | New |
| Richards, Merrill & Peterson, Inc. | 300 | $17.5K | 0.01% | +300 | New |
| Coldstream Capital Management Inc | 368 | $21.4K | 0.00% | +368 | New |
| Group One Trading, L.P. | 420 | $24.5K | 0.00% | −1,417−77.1% | Reduced |
| SBI Securities Co., Ltd. | 464 | $27.0K | 0.00% | +162+53.6% | Added |
| Antipodes Partners Ltd | 507 | $29.5K | 0.00% | +507 | New |
| Ostrum Asset Management | 510 | $29.7K | 0.00% | +510 | New |
| Vega Investment Solutions | 510 | $29.7K | 0.01% | +510 | New |
| Signaturefd, LLC | 560 | $32.6K | 0.00% | −129−18.7% | Reduced |
| The PNC Financial Services Group, Inc. | 570 | $33.2K | 0.00% | −1,455−71.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 695 | $40.0K | 0.00% | +695 | New |
| Tower Research Capital LLC (TRC) | 774 | $45.1K | 0.00% | −2,002−72.1% | Reduced |
| CWM, LLC | 873 | $51.0K | 0.00% | +358+69.5% | Added |
| Lazard Asset Management LLC | 893 | $52.0K | 0.00% | +893 | New |
| Parallel Advisors, LLC | 1,020 | $59.4K | 0.00% | +4+0.4% | Added |
| Bryn Mawr Trust Co | 1,087 | $63.3K | 0.00% | +323+42.3% | Added |
| Nisa Investment Advisors, LLC | 1,100 | $64.1K | 0.00% | +270+32.5% | Added |
| US Bancorp | 1,212 | $70.6K | 0.00% | −146−10.8% | Reduced |
| Shell Asset Management Co | 1,273 | $74.0K | 0.00% | −55−4.1% | Reduced |
| RiverPark Advisors, LLC | 1,437 | $83.7K | 0.07% | −1,278−47.1% | Reduced |
| Amalgamated Bank | 1,543 | $90.0K | 0.00% | +126+8.9% | Added |
| Advisor Group Holdings, Inc. | 1,664 | $96.9K | 0.00% | +411+32.8% | Added |
| MAI Capital Management | 1,696 | $98.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,236 | $130.0K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2,000 | $161.0K | 0.15% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,313 | $193.0K | 0.01% | +2,591+358.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,570 | $208.0K | 0.00% | +3,570 | New |
| Wolverine Trading, LLC | 3,562 | $213.9K | 0.01% | −4,735−57.1% | Reduced |
| EntryPoint Capital, LLC | 3,925 | $228.7K | 0.10% | −1,348−25.6% | Reduced |
| HighTower Advisors, LLC | 4,056 | $236.3K | 0.00% | −456−10.1% | Reduced |
| Aigen Investment Management, LP | 4,243 | $247.2K | 0.04% | −976−18.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 4,150 | $249.2K | 0.00% | −1,873−31.1% | Reduced |
| FSM Wealth Advisors, LLC | 4,301 | $250.6K | 0.06% | +4,301 | New |
| Ameritas Investment Partners, Inc. | 4,661 | $271.6K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,297 | $276.5K | 0.05% | +4,297 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,918 | $286.5K | 0.01% | +2,856+138.5% | Added |
| Public Employees Retirement Association of Colorado | 4,959 | $289.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,400 | $290.7K | 0.00% | +320+10.4% | Added |
| Ronald Blue Trust, Inc. | 4,996 | $291.1K | 0.00% | +1,118+28.8% | Added |
| Sentry Investment Management LLC | 5,916 | $301.0K | 0.20% | +1,198+25.4% | Added |
| Raymond James Financial Inc | 5,477 | $319.1K | 0.00% | −14,976−73.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,508 | $320.9K | 0.00% | +2,208+66.9% | Added |
| Dynamic Technology Lab Private Ltd | 5,763 | $336.0K | 0.05% | +5,763 | New |
| CI Private Wealth, LLC | 5,968 | $347.7K | 0.00% | +137+2.3% | Added |
| Simplex Trading, LLC | 6,522 | $379.0K | 0.01% | +6,522 | New |