PJT Partners Inc. Class APJT

13F holders, Q1 2025 (March 31)
391holders +44
70new positions
29sold out
6famous investors
$137.85avg. 13F price*

At the end of Q1 2025, 391 institutions reported holding PJT Partners Inc. Class A (PJT) in their 13F filings, up 44 from Q4 2024. 70 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($567.4M), Vanguard Group Inc. ($345.6M) and State Street Corp. ($130.9M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
PJT Partners Inc. Class A
CUSIP
69343T107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 289Q1 2024Q2 2024: 304Q2 2024Q3 2024: 332Q3 2024Q4 2024: 347Q4 2024Q1 2025: 391Q1 2025Q2 2025: 378Q2 2025Q3 2025: 394Q3 2025Q4 2025: 410Q4 2025Q1 2026: 399Q1 2026Q2 2026: 417Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions70$97.9M
Exits29$16.0M

All 13F filers, Q4 2024 → Q1 2025: 1,741,978 shares bought and 1,691,905 shares sold, net +50,073 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 391 holders

BlackRock, Inc. 0.01% Add +1.4% 4,115,438 $567.4M
Vanguard Group Inc. 0.01% Reduce -0.4% 2,506,473 $345.6M
State Street Corp. 0.01% Reduce -6.5% 949,032 $130.9M
Geode Capital Management, LLC 0.01% Add +3.6% 658,367 $90.8M
FMR LLC 0.01% Reduce -0.4% 635,097 $87.6M
Morgan Stanley 0.01% Add +8.9% 620,613 $85.6M
Champlain Investment Partners, LLC 0.53% Reduce -5.6% 533,379 $73.5M
Congress Asset Management Co. 0.50% Add +19.7% 485,575 $67.0M
Alliancebernstein L.P. 0.02% Add +1.4% 481,410 $66.4M
Clearbridge Investments, LLC 0.06% Reduce -24.4% 479,718 $66.1M
Raymond James Financial Inc. 0.02% Reduce -18.7% 459,706 $63.4M
Loomis Sayles & Co. L P 0.08% Reduce -2.1% 419,542 $57.8M
Goldman Sachs Group Inc. 0.01% Add +5.7% 370,536 $51.1M
Dimensional Fund Advisors LP 0.01% Reduce -7.2% 350,763 $48.4M
Wellington Management Group LLP 0.01% Reduce -45.6% 305,605 $42.1M
Bank of America Corp. 0.00% Add +14.5% 297,790 $41.1M
Northern Trust Corp. 0.01% Add +0.1% 276,959 $38.2M
Invesco Ltd. 0.01% Reduce -12.6% 251,621 $34.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.1% 249,997 $34.5M
Bank of New York Mellon Corp 0.01% Reduce -8.3% 231,080 $31.9M
Rockefeller Capital Management L.P. 0.06% Reduce -18.3% 174,212 $24.0M
Macquarie Group Ltd. 0.03% Reduce -59.4% 173,414 $23.9M
Massachusetts Financial Services Co. 0.01% Add +52.7% 169,986 $23.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +11.3% 153,653 $21.2M
Principal Financial Group Inc. 0.01% Add +2.6% 143,579 $19.8M
Schroder Investment Management Group 0.02% Reduce -20.9% 144,095 $19.6M
TimesSquare Capital Management, LLC 0.29% Add +1.4% 132,852 $18.3M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -30.3% 126,536 $17.4M
Tidal Investments LLC 0.14% Reduce -3.2% 122,984 $17.0M
Capital Research Global Investors 0.00% New 120,714 $16.6M
Aberdeen Group plc 0.03% Add +17.7% 114,849 $15.8M
Wells Fargo & Company 0.00% Add +9.9% 113,550 $15.7M
MAI Capital Management 0.12% Reduce -0.1% 112,661 $15.5M
JPMorgan Chase & Co. 0.00% Add +328.4% 110,666 $15.3M
GW&K Investment Management, LLC 0.13% Reduce -2.2% 99,279 $13.7M
Prospect Capital Advisors, LLC 9.06% Reduce -18.6% 96,030 $13.2M
Qube Research & Technologies Ltd 0.02% Add +76.5% 92,581 $12.8M
Nuveen, LLC 0.00% — 91,290 $12.6M
Frontier Capital Management Co. LLC 0.14% Reduce -41.9% 90,198 $12.4M
UBS Group AG 0.00% Reduce -45.5% 89,359 $12.3M
Voloridge Investment Management, LLC 0.04% New 81,724 $11.3M
Envestnet Asset Management Inc. 0.00% Reduce -14.0% 81,254 $11.2M
Tudor Investment Corporation 0.10% Add +132.7% 78,893 $10.9M
Citadel Advisors 0.01% Add +85.7% 77,582 $10.7M
Public Sector Pension Investment Board 0.04% Add +27.3% 75,206 $10.4M
CW Advisors, LLC 0.12% Add +12.5% 74,859 $10.3M
Natixis 0.06% New 72,916 $9.9M
Jane Street Group, LLC 0.02% Add +1328.0% 70,813 $9.8M
Advisors Capital Management, LLC 0.14% Reduce -3.4% 67,259 $9.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.6% 66,559 $9.2M
Barclays PLC 0.00% Add +9.1% 66,227 $9.1M
Legal & General Group Plc 0.00% Reduce -2.6% 64,976 $9.0M
Rhumbline Advisers 0.01% Reduce -0.7% 63,787 $8.8M
First Trust Advisors LP 0.01% Reduce -15.2% 58,618 $8.1M
Ameriprise Financial Inc. 0.00% Reduce -5.5% 56,446 $7.8M
Twinbeech Capital LP 0.14% New 55,108 $7.6M
Prospector Partners LLC 0.87% Reduce -0.8% 54,452 $7.5M
Millennium Management 0.01% Add +1394.5% 52,563 $7.2M
Trexquant Investment LP 0.08% Add +188.2% 51,966 $7.2M
Engineers Gate Manager LP 0.12% Add +722.4% 50,784 $7.0M
Thornburg Investment Management Inc. 0.10% Reduce -25.2% 49,933 $6.9M
Townsquare Capital LLC 0.07% Add +21.1% 49,581 $6.8M
Mutual of America Capital Management LLC 0.08% Add +0.1% 48,182 $6.6M
Man Group plc 0.02% Add +2.9% 46,555 $6.4M
Swiss National Bank 0.00% Reduce -1.8% 43,635 $6.0M
Deutsche Bank AG 0.00% Reduce -4.2% 43,418 $6.0M
HSBC Holdings PLC 0.00% Add +189.5% 43,440 $5.9M
Harbor Advisors LLC 0.99% No change 41,519 $5.7M
Balyasny Asset Management L.P. 0.01% New 40,880 $5.6M
Asset Management Group, Inc. 0.98% Add +0.0% 38,495 $5.3M
BNP Paribas Financial Markets 0.00% Add +240.4% 37,838 $5.2M
Citigroup Inc. 0.00% Add +13.2% 36,851 $5.1M
Grandeur Peak Global Advisors, LLC 0.53% Reduce -2.9% 34,949 $4.8M
Susquehanna International Group, LLP 0.01% Add +141.6% 32,999 $4.5M
Squarepoint Ops LLC 0.01% Add +353.5% 31,108 $4.3M
Fieldview Capital Management, LLC 0.60% New 30,677 $4.2M
Walleye Capital LLC 0.05% New 28,630 $3.9M
Capital Fund Management S.A. 0.05% New 28,063 $3.9M
Orion Porfolio Solutions, LLC 0.04% Reduce -4.0% 27,501 $3.8M
Orion Portfolio Solutions, LLC 0.04% Reduce -4.0% 27,501 $3.8M
SG Americas Securities, LLC 0.01% New 27,471 $3.8M
F/m Investments LLC 0.15% Add +20.4% 26,771 $3.7M
Ieq Capital, LLC 0.03% No change 25,474 $3.5M
Aquatic Capital Management LLC 0.09% Add +114.3% 24,762 $3.4M
Richard Bernstein Advisors LLC 0.08% New 24,466 $3.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -7.7% 23,728 $3.3M
Prudential Financial Inc. 0.00% Reduce -32.0% 23,171 $3.2M
Quantbot Technologies LP 0.10% Add +21.7% 22,155 $3.1M
Two Sigma Investments, LP 0.01% Reduce -25.3% 21,989 $3.0M
California State Teachers Retirement System 0.00% Reduce -1.4% 20,895 $2.9M
Public Employees Retirement System of Ohio 0.01% Reduce -6.5% 19,372 $2.7M
Janus Henderson Group PLC 0.00% Reduce -9.5% 19,611 $2.7M
Baird Financial Group, Inc. 0.01% New 19,137 $2.6M
Teacher Retirement System of Texas 0.01% Reduce -35.9% 18,978 $2.6M
Martingale Asset Management L P 0.06% Reduce -8.8% 17,842 $2.5M
Victory Capital Management Inc. 0.00% Reduce -32.4% 17,662 $2.4M
T. Rowe Price Associates Inc. 0.00% Add +4.9% 17,540 $2.4M
Credit Agricole S A 0.01% Add +142.7% 17,515 $2.4M
Voya Investment Management LLC 0.00% Add +31.1% 17,429 $2.4M
Thrivent Financial for Lutherans 0.01% Reduce -5.0% 17,410 $2.4M
Comerica Bank 0.01% Reduce -4.9% 16,745 $2.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 16,694 $2.3M
GAMCO Investors 0.02% Reduce -1.5% 16,190 $2.2M
Independent Solutions Wealth Management, LLC 0.50% Add +1.8% 16,164 $2.2M
Marshall Wace, LLP 0.00% New 16,029 $2.2M
Klingman & Associates, LLC 0.13% Reduce -66.8% 15,567 $2.1M
Cookson Peirce & Co. Inc. 0.10% Add +6.0% 14,804 $2.0M
D. E. Shaw & Co. 0.00% Reduce -15.2% 14,647 $2.0M
Lighthouse Investment Partners, LLC 0.09% Reduce -45.3% 14,584 $2.0M
Two Sigma Advisers, LP 0.00% Reduce -9.4% 14,400 $2.0M
Crestwood Advisors Group, LLC 0.04% Add +0.6% 14,314 $2.0M
Lazard Asset Management LLC 0.00% New 13,987 $1.9M
Redwood Investments, LLC 0.72% New 13,958 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.7% 13,887 $1.9M
MetLife Investment Management, LLC 0.01% Reduce -1.4% 13,627 $1.9M
Illinois Municipal Retirement Fund 0.03% Add +4.2% 13,391 $1.8M
Manufacturers Life Insurance Company, The 0.00% Add +7.9% 13,300 $1.8M
State of Alaska, Department of Revenue 0.02% Reduce -2.7% 13,133 $1.8M
Los Angeles Capital Management LLC 0.01% Add +283.6% 13,026 $1.8M
Intech Investment Management LLC 0.02% Add +49.3% 12,888 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.9% 12,802 $1.8M
New York State Teachers Retirement System 0.00% Add +11.4% 12,253 $1.7M
Corebridge Financial, Inc. 0.01% Reduce -1.9% 12,182 $1.7M
Alberta Investment Management Corp 0.01% Add +10.2% 12,169 $1.7M
State of New Jersey Common Pension Fund D 0.01% Reduce -10.2% 12,124 $1.7M
American Century Companies Inc. 0.00% Reduce -4.5% 11,983 $1.7M
Stifel Financial Corp. 0.00% Add +8.6% 11,812 $1.6M
Wesbanco Bank Inc. 0.06% No change 11,736 $1.6M
Anchor Capital Advisors LLC 0.05% Reduce -27.8% 11,689 $1.6M
Healthcare of Ontario Pension Plan Trust Fund 0.00% No change 11,500 $1.6M
LPL Financial LLC 0.00% Reduce -1.1% 11,474 $1.6M
Royal Bank of Canada 0.00% Add +45.7% 11,471 $1.6M
Jackson Creek Investment Advisors LLC 0.50% Reduce -0.1% 11,303 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -2.6% 11,200 $1.5M
Cresset Asset Management, LLC 0.01% Add +4.8% 10,483 $1.4M
Diversify Wealth Management, LLC 0.10% Add +52.8% 9,974 $1.4M
TD Asset Management Inc 0.00% Reduce -17.4% 10,000 $1.4M
Amundi 0.00% Reduce -19.5% 9,927 $1.3M
National Philanthropic Trust 0.02% No change 9,438 $1.3M
Dean Investment Associates, LLC 0.19% Reduce -47.1% 9,384 $1.3M
Schonfeld Strategic Advisors LLC 0.01% New 9,155 $1.3M
State of Tennessee, Department of Treasury 0.00% Add +65.3% 9,009 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -2.8% 8,726 $1.2M
Bessemer Group Inc. 0.00% Reduce -3.3% 8,650 $1.2M
Ensign Peak Advisors, Inc 0.00% No change 8,530 $1.2M
Interval Partners, LP 0.04% New 8,512 $1.2M
Truist Financial Corp. 0.00% Reduce -4.9% 8,451 $1.2M
Sei Investments Co. 0.00% Add +3.7% 8,422 $1.2M
Creative Planning 0.00% Add +6.5% 8,308 $1.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 8,200 $1.1M
New York State Common Retirement Fund 0.00% No change 7,917 $1.1M
Integrated Quantitative Investments LLC 0.52% New 7,700 $1.1M
Harbor Capital Advisors, Inc. 0.05% New 7,501 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% No change 7,500 $1.0M
Campbell & CO Investment Adviser LLC 0.08% New 7,457 $1.0M
KLP Kapitalforvaltning As 0.01% Add +60.9% 7,400 $1.0M
STRS Ohio 0.00% Reduce -1.3% 7,400 $1.0M
AQR Capital Management 0.00% Add +57.7% 7,330 $1.0M
Maryland State Retirement & Pension System 0.02% Reduce -13.4% 6,909 $953K
State Board of Administration of Florida Retirement System 0.00% No change 6,811 $939K
Amalgamated Bank 0.01% Reduce -2.9% 6,730 $928K
Verition Fund Management LLC 0.01% Add +349.1% 6,610 $911K
Convergence Investment Partners, LLC 0.25% New 6,491 $895K
Arizona State Retirement System 0.01% Reduce -1.6% 6,459 $891K
AlphaQuest LLC 0.10% Add +2.3% 6,361 $877K
Commonwealth Equity Services, LLC 0.00% Add +9.9% 6,341 $874K
Cary Street Partners Financial LLC 0.03% Reduce -1.6% 6,262 $863K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +4.6% 6,223 $858K
HighTower Advisors, LLC 0.00% Add +1.6% 6,166 $850K
Handelsbanken Fonder AB 0.00% No change 5,900 $813K
Ellsworth Advisors, LLC 0.21% Add +3.2% 5,829 $804K
Jump Financial, LLC 0.01% New 5,817 $802K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +12.1% 5,672 $782K
Dana Investment Advisors, Inc. 0.03% New 5,653 $779K
Vestcor Inc 0.03% Add +54.3% 5,630 $776K
Norges Bank 0.00% Reduce -95.7% 5,566 $767K
State of Wisconsin Investment Board 0.00% Add +5.8% 5,563 $767K
Diversified Trust Co. 0.02% Reduce -4.3% 5,525 $762K
Portside Wealth Group, LLC 0.12% Add +17.8% 5,512 $760K
ProShare Advisors LLC 0.00% Reduce -21.9% 5,495 $758K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.6% 5,446 $751K
Nebula Research & Development LLC 0.07% New 5,364 $740K
Gibbs Wealth Management 0.17% Add +45.5% 5,194 $716K
First Bank & Trust 0.14% Add +1.6% 5,186 $715K
Cibc World Markets Corp. 0.01% Add +137.2% 5,171 $713K
Quadrature Capital Ltd 0.02% New 5,136 $709K
Nisa Investment Advisors, LLC 0.00% No change 5,080 $700K
Police & Firemen's Retirement System of New Jersey 0.01% Add +3.6% 5,058 $697K
Alliance Wealth Advisors, LLC 0.17% Add +69.9% 4,685 $646K
Norden Group LLC 0.07% Reduce -15.8% 4,522 $623K
Gsa Capital Partners LLP 0.06% Reduce -47.0% 4,408 $608K
Sierra Summit Advisors LLC 0.13% New 4,195 $578K
Aviva PLC 0.00% New 4,052 $559K
Bank of Montreal 0.00% Add +25.7% 4,027 $555K
XTX Topco Ltd 0.03% Add +136.1% 3,713 $512K
Atria Investments, Inc 0.01% Add +31.8% 3,547 $489K
Principle Wealth Partners LLC 0.03% No change 3,485 $481K
Pictet Asset Management Holding SA 0.00% Add +3.5% 3,422 $472K
MML Investors Services, LLC 0.00% Add +2.2% 3,384 $467K
Intrust Bank NA 0.05% Reduce -2.0% 3,360 $463K
Versor Investments LP 0.07% New 3,307 $456K
Bokf, NA 0.01% Reduce -4.0% 3,305 $456K
Independent Financial Group, LLC 0.02% Add +3.4% 3,286 $453K
Parallel Advisors, LLC 0.01% Reduce -18.8% 3,127 $431K
Advisory Services Network, LLC 0.01% Reduce -0.1% 3,095 $427K
Susquehanna Fundamental Investments, LLC 0.01% New 3,069 $423K
Fiduciary Trust Co 0.01% New 2,876 $397K
Virtu Financial LLC 0.02% New 2,846 $392K
Westover Capital Advisors, LLC 0.09% Add +61.1% 2,797 $386K
SeaCrest Wealth Management, LLC 0.04% Reduce -1.8% 2,726 $376K
Bridgefront Capital, LLC 0.11% Add +53.6% 2,724 $376K
United Bank 0.05% No change 2,675 $369K
Diversify Advisory Services, LLC 0.02% New 2,590 $366K
Alps Advisors Inc. 0.00% New 2,570 $354K
MQS Management LLC 0.20% New 2,470 $341K
Amplius Wealth Advisors, LLC 0.03% No change 2,423 $334K
Alamea Verwaltungs GmbH 0.29% — 2,404 $331K
Franklin Resources Inc. 0.00% New 2,397 $330K
Ameritas Investment Partners, Inc. 0.01% No change 2,391 $330K
111 Capital 0.06% New 2,386 $329K
Sanctuary Advisors, LLC 0.00% Add +3.3% 2,348 $324K
Linden Thomas Advisory Services, LLC 0.04% Add +7.8% 2,346 $323K
Axq Capital, LP 0.13% New 2,333 $322K
Pittenger & Anderson Inc. 0.01% Add +63.5% 2,305 $318K
Bayesian Capital Management, LP 0.05% No change 2,254 $311K
M&T Bank Corp 0.00% Add +0.2% 2,228 $308K
Vanguard Personalized Indexing Management, LLC 0.00% Add +39.5% 2,198 $303K
Praxis Investment Management Inc. 0.02% No change 2,170 $299K
Private Advisor Group, LLC 0.00% Reduce -8.1% 2,026 $279K
Centiva Capital, LP 0.02% New 1,943 $268K
Account Management LLC 0.29% No change 1,937 $267K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -5.2% 1,930 $266K
Park Place Capital Corp 0.07% No change 1,900 $262K
denkapparat Operations GmbH 0.27% New 1,868 $258K
Captrust Financial Advisors 0.00% Reduce -39.1% 1,854 $256K
O'shaughnessy Asset Management, LLC 0.00% Reduce -7.7% 1,846 $255K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.7% 1,824 $251K
NDVR, Inc. 0.26% Reduce -11.3% 1,818 $251K
Prospera Financial Services Inc 0.01% Reduce -2.0% 1,797 $248K
Henshaw Capital LLC 0.01% Reduce -53.8% 1,779 $245K
Shell Asset Management Co. 0.01% Reduce -4.1% 1,770 $244K
D.A. Davidson & Co. 0.00% No change 1,758 $242K
Clear Harbor Asset Management, LLC 0.02% New 1,752 $242K
Xponance LLC 0.00% Add +5.4% 1,749 $241K
Teza Capital Management LLC 0.10% Reduce -33.8% 1,642 $226K
Prelude Capital Management, LLC 0.02% New 1,624 $224K
Shay Capital LLC 0.06% New 1,600 $221K
Harvest Fund Management Co., Ltd 0.01% No change 1,564 $216K
Old National Bancorp 0.01% Reduce -34.7% 1,560 $215K
Glenmede Trust Co. NA 0.00% Add +1.4% 1,541 $212K
United Services Automobile Association 0.01% New 1,561 $212K
Legacy Financial Group, Inc. 0.07% No change 1,536 $212K
Mackenzie Financial Corp. 0.00% No change 1,495 $206K
Moran Wealth Management, LLC 0.01% Reduce -9.4% 1,492 $206K
Corton Capital Inc. 0.67% New 1,471 $203K
Pathstone Holdings, LLC 0.00% New 1,464 $202K
US Bancorp \de 0.00% Reduce -55.6% 1,449 $200K
Tower Research Capital LLC (TRC) 0.01% Reduce -19.7% 1,338 $184K
New Age Alpha Advisors, LLC 0.01% New 1,212 $167K
First Horizon Advisors, Inc. 0.00% Reduce -1.3% 1,101 $152K
Smartleaf Asset Management LLC 0.01% Reduce -18.7% 1,091 $148K
KBC Group NV 0.00% No change 1,007 $139K
Osaic Holdings, Inc. 0.00% Add +25.2% 920 $127K
PNC Financial Services Group, Inc. 0.00% Add +72.5% 892 $123K
Russell Investments Group, Ltd. 0.00% Add +1082.8% 686 $95K
Quadrant Capital Group LLC 0.00% Add +25.5% 659 $91K
Huntington National Bank 0.00% Add +0.3% 624 $86K
GAMMA Investing LLC 0.01% Add +33.4% 595 $82K
SouthState Bank Corp 0.00% Add +126.7% 544 $75K
HM Payson & Co. 0.00% No change 511 $70K
Centerpoint Advisors, LLC 0.03% No change 500 $69K
Farther Finance Advisors, LLC 0.00% Reduce -0.4% 490 $69K
Morse Asset Management, Inc 0.02% Add +1640.0% 435 $60K
ESL Trust Services, LLC 0.01% No change 375 $52K
Quarry LP 0.01% New 327 $45K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 326 $45K
Coldstream Capital Management Inc. 0.00% New 316 $44K
Opal Wealth Advisors, LLC 0.01% New 280 $39K
Signaturefd, LLC 0.00% Add +8.7% 250 $34K
Principal Securities, Inc. 0.00% No change 199 $31K
WASHINGTON TRUST Co 0.00% Reduce -26.7% 220 $30K
Versant Capital Management, Inc 0.01% New 216 $30K
Carolinas Wealth Consulting LLC 0.01% No change 212 $29K
Clearstead Advisors, LLC 0.00% Reduce -19.9% 210 $29K
Lindbrook Capital, LLC 0.00% Add +0.5% 191 $26K
CENTRAL TRUST Co 0.00% No change 175 $24K
Covestor Ltd 0.02% Add +1650.0% 175 $24K
Lanark Financial, Inc. 0.00% — 180 $24K
Caitong International Asset Management Co., Ltd 0.02% Reduce -7.7% 169 $23K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 162 $22K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.3% 147 $20K
Allworth Financial LP 0.00% Add +0.7% 140 $19K
Hexagon Capital Partners LLC 0.00% Add +1.6% 131 $18K
Cwm, LLC 0.00% Add +21.0% 121 $17K
Fifth Third Bancorp 0.00% Add +236.1% 121 $17K
CIBC Private Wealth Group LLC 0.00% Reduce -55.4% 123 $15K
Spire Wealth Management 0.00% No change 102 $14K
Costello Asset Management, INC 0.01% New 100 $14K
Key Financial Inc 0.00% No change 100 $14K
Larson Financial Group LLC 0.00% Reduce -2.0% 100 $14K
UMB Bank, n.a. 0.00% Add +41.2% 96 $13K
von Borstel & Associates, Inc. 0.00% New 96 $13K
MassMutual Private Wealth & Trust, FSB 0.00% Add +95.8% 94 $13K
Main Street Group, LTD 0.01% No change 94 $13K
EverSource Wealth Advisors, LLC 0.00% Add +13.2% 86 $12K
SBI Securities Co., Ltd. 0.00% Add +507.1% 85 $12K
Sunbelt Securities, Inc. 0.00% Add +1071.4% 82 $11K
Jones Financial Companies LLLP 0.00% No change 82 $11K
2UniFi Bank 0.01% No change 70 $11K
Rise Advisors, LLC 0.00% New 73 $10K
Evelyn Partners Asset Management Ltd 0.00% No change 65 $9K
GHP Investment Advisors, Inc. 0.00% No change 64 $9K
Optiver Holding B.V. 0.00% New 64 $9K
Whittier Trust Co. 0.00% No change 59 $8K
Brooklyn Investment Group 0.00% Add +2550.0% 53 $7K
Rothschild Investment LLC 0.00% Add +37.1% 48 $7K
Assetmark, Inc. 0.00% Reduce -40.0% 48 $7K
Cape Investment Advisory, Inc. 0.00% No change 46 $6K
JTC Employer Solutions Trustee Ltd 0.00% No change 48 $6K
Private Wealth Management Group, LLC 0.00% No change 42 $6K
Wolff Wiese Magana LLC 0.00% No change 41 $6K
WealthCollab, LLC 0.00% No change 41 $6K
Laurel Wealth Advisors LLC 0.00% No change 37 $5K
Bell Investment Advisors, Inc 0.00% No change 34 $5K
Concord Wealth Partners 0.00% No change 32 $4K
LRI Investments, LLC 0.00% Add +24.0% 31 $4K
Compagnie Lombard Odier SCmA 0.00% No change 30 $4K
Hemington Wealth Management 0.00% Add +146.2% 32 $4K
Altshuler Shaham Ltd 0.00% New 26 $4K
Godsey & Gibb, Inc. 0.00% No change 25 $3K
Anchor Investment Management, LLC 0.00% No change 25 $3K
Hollencrest Capital Management 0.00% No change 25 $3K
Rossby Financial, LCC 0.00% New 25 $3K
CVA Family Office, LLC 0.00% No change 24 $3K
Sterling Capital Management LLC 0.00% No change 24 $3K
Financial Network Wealth Advisors LLC 0.00% Add +450.0% 22 $3K
Montag A & Associates Inc. 0.00% No change 22 $3K
JFS Wealth Advisors, LLC 0.00% No change 22 $3K
Tortoise Investment Management, LLC 0.00% No change 22 $3K
IFP Advisors, Inc 0.00% Add +800.0% 9 $3K
Golden State Wealth Management, LLC 0.00% New 18 $2K
Geneos Wealth Management Inc. 0.00% No change 18 $2K
Evelyn Partners Investment Management (Europe) Ltd 0.00% No change 13 $2K
Blue Bell Private Wealth Management, LLC 0.00% No change 13 $2K
Harbour Investments, Inc. 0.00% No change 13 $2K
Farmers & Merchants Investments Inc. 0.00% No change 13 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 13 $2K
Dagco, Inc. 0.00% New 12 $2K
Parkside Financial Bank & Trust 0.00% Add +500.0% 12 $2K
Millstone Evans Group, LLC 0.00% No change 11 $2K
Bare Financial Services, Inc 0.00% New 11 $2K
Thompson Investment Management, Inc. 0.00% No change 11 $2K
CoreCap Advisors, LLC 0.00% No change 11 $2K
Richards, Merrill & Peterson, Inc. 0.00% No change 10 $1K
Physician Wealth Advisors, Inc. 0.00% New 9 $1K
True Wealth Design, LLC 0.00% New 8 $1K
Westside Investment Management, Inc. 0.00% No change 8 $1K
Creative Financial Designs Inc. 0.00% Reduce -42.9% 8 $1K
SVB Wealth LLC 0.00% New 8 $1K
Hantz Financial Services, Inc. 0.00% New 4 $1K
Simplex Trading, LLC 0.00% Reduce -74.5% 12 $1K
Capital Analysts, LLC 0.00% No change 8 $1K
Accordant Advisory Group Inc 0.00% No change 7 $966
Smallwood Wealth Investment Management, LLC 0.00% New 6 $827
Global Financial Private Client, LLC 0.00% Add +200.0% 6 $827
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 6 $826
Stephens Consulting, LLC 0.00% New 5 $690
Manchester Capital Management LLC 0.00% No change 5 $690
Nova Wealth Management, Inc. 0.00% Reduce -28.6% 5 $689
AdvisorNet Financial, Inc 0.00% No change 5 $689
Murphy & Mullick Capital Management Corp 0.00% No change 4 $552
SJS Investment Consulting Inc. 0.00% Add +33.3% 4 $552
Arax Advisory Partners 0.00% Reduce -95.1% 4 $552
NewEdge Advisors, LLC 0.00% No change 3 $445
Brown, Lisle/Cummings, Inc. 0.00% No change 3 $414
DiNuzzo Private Wealth, Inc. 0.00% Add +50.0% 3 $414
Cary Street Partners Investment Advisory LLC 0.00% New 2 $276
Truvestments Capital LLC 0.00% New 2 $276
PSI Advisors, LLC 0.00% No change 2 $276
Abound Wealth Management 0.00% No change 2 $276
Compass Wealth Management LLC 0.00% No change 2 $276
Sachetta, LLC 0.00% No change 2 $276
Parkworth Wealth Management, Inc. 0.00% No change 1 $138
WealthTrak Capital Management LLC 0.00% New 1 $138
Runnymede Capital Advisors, Inc. 0.00% No change 1 $138
HFM Investment Advisors, LLC 0.00% — 1 $138
Trust Co. of Vermont 0.00% Reduce -91.7% 1 $138
Northwestern Mutual Wealth Management Co. 0.00% Reduce -88.9% 1 $138
Bogart Wealth, LLC 0.00% Reduce -94.1% 1 $138
TFC Financial Management, Inc. 0.00% No change 1 $138
Bay Harbor Wealth Management, LLC 0.00% New 1 $137

"% of holder's portfolio" is PJT's weight in each manager's 13F, not the share of PJT Partners Inc. Class A the manager owns.