PJT Partners Inc. Class APJT

13F holders, Q2 2025 (June 30)
378holders −13
41new positions
53sold out
5famous investors
$165.03avg. 13F price*

At the end of Q2 2025, 378 institutions reported holding PJT Partners Inc. Class A (PJT) in their 13F filings, down 13 from Q1 2025. 41 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($655.3M), Vanguard Group Inc. ($421.6M) and State Street Corp. ($155.1M). 5 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions41$83.1M
Exits53$78.6M

All 13F filers, Q1 2025 → Q2 2025: 1,651,596 shares bought and 1,589,997 shares sold, net +61,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 378 holders

BlackRock, Inc. 0.01% Reduce -3.5% 3,971,450 $655.3M
Vanguard Group Inc. 0.01% Add +1.9% 2,555,144 $421.6M
State Street Corp. 0.01% Reduce -0.9% 940,204 $155.1M
Geode Capital Management, LLC 0.01% Add +2.5% 674,958 $111.4M
Morgan Stanley 0.01% Add +7.2% 665,523 $109.8M
FMR LLC 0.01% Reduce -5.3% 601,592 $99.3M
Alliancebernstein L.P. 0.03% Add +9.8% 528,689 $87.2M
Invesco Ltd. 0.01% Add +106.7% 520,056 $85.8M
Congress Asset Management Co. 0.57% Add +3.8% 504,146 $83.2M
Champlain Investment Partners, LLC 0.58% Reduce -5.8% 502,391 $82.9M
Raymond James Financial Inc. 0.03% Add +6.7% 490,566 $80.9M
Clearbridge Investments, LLC 0.06% Reduce -8.7% 437,976 $72.3M
T. Rowe Price Investment Management, Inc. 0.04% New 419,048 $69.1M
Wellington Management Group LLP 0.01% Add +28.0% 391,060 $64.5M
Dimensional Fund Advisors LP 0.01% Add +0.5% 352,380 $58.1M
Goldman Sachs Group Inc. 0.01% Reduce -7.3% 343,602 $56.7M
Loomis Sayles & Co. L P 0.07% Reduce -22.8% 323,974 $53.5M
Bank of America Corp. 0.00% Add +4.1% 309,949 $51.1M
Northern Trust Corp. 0.01% Reduce -0.3% 276,275 $45.6M
Charles Schwab Investment Management Inc. 0.01% Add +1.4% 253,418 $41.8M
Bank of New York Mellon Corp 0.01% Add +0.7% 232,584 $38.4M
Capital Research Global Investors 0.01% Add +82.3% 220,074 $36.3M
Schroder Investment Management Group 0.03% Add +45.8% 210,126 $34.7M
Rockefeller Capital Management L.P. 0.07% Add +8.8% 189,629 $31.3M
Massachusetts Financial Services Co. 0.01% Add +3.9% 176,670 $29.2M
Macquarie Group Ltd. 0.04% Add +1.3% 175,594 $29.0M
Principal Financial Group Inc. 0.01% Add +8.9% 156,317 $25.8M
TimesSquare Capital Management, LLC 0.33% Add +5.3% 139,941 $23.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -10.9% 136,938 $22.6M
Tidal Investments LLC 0.15% Add +10.7% 136,190 $22.5M
Tudor Investment Corporation 0.15% Add +56.5% 123,433 $20.4M
Wells Fargo & Company 0.00% Reduce -10.6% 101,500 $16.7M
Aberdeen Group plc 0.03% Reduce -12.6% 100,411 $16.6M
Prospect Capital Advisors, LLC 9.54% No change 96,030 $15.8M
UBS Group AG 0.00% Add +3.3% 92,291 $15.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +34.7% 89,644 $14.8M
GW&K Investment Management, LLC 0.13% Reduce -10.4% 88,982 $14.7M
JPMorgan Chase & Co. 0.00% Reduce -22.3% 85,952 $14.2M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -33.6% 84,010 $13.9M
Public Sector Pension Investment Board 0.06% Add +10.7% 83,254 $13.7M
Frontier Capital Management Co. LLC 0.13% Reduce -7.9% 83,091 $13.7M
Envestnet Asset Management Inc. 0.00% Reduce -1.7% 79,890 $13.2M
CW Advisors, LLC 0.12% Add +2.0% 76,340 $12.6M
Nuveen, LLC 0.00% Reduce -18.2% 74,652 $12.3M
Ameriprise Financial Inc. 0.00% Add +30.5% 73,669 $12.2M
MAI Capital Management 0.08% Reduce -34.9% 73,316 $12.1M
Advisors Capital Management, LLC 0.16% Add +5.1% 70,689 $11.7M
Legal & General Group Plc 0.00% Add +3.1% 66,974 $11.1M
Barclays PLC 0.00% Add +0.3% 66,403 $11.0M
Mutual of America Capital Management LLC 0.12% Add +36.5% 65,784 $10.9M
Rhumbline Advisers 0.01% Add +3.0% 65,733 $10.8M
BNP Paribas Financial Markets 0.01% Add +66.3% 62,913 $10.4M
Prospector Partners LLC 1.04% Reduce -0.9% 53,956 $8.9M
Thornburg Investment Management Inc. 0.11% Add +7.3% 53,597 $8.8M
Amundi 0.00% Add +417.8% 51,398 $8.6M
First Trust Advisors LP 0.01% Reduce -24.6% 44,202 $7.3M
Walleye Capital LLC 0.07% Add +53.4% 43,917 $7.2M
Man Group plc 0.02% Reduce -7.8% 42,900 $7.1M
Swiss National Bank 0.00% Reduce -3.2% 42,235 $7.0M
Susquehanna International Group, LLP 0.01% Add +27.5% 42,075 $6.9M
Harbor Advisors LLC 1.12% No change 41,519 $6.9M
Ieq Capital, LLC 0.04% Add +53.3% 39,049 $6.4M
Asset Management Group, Inc. 1.11% Add +0.0% 38,496 $6.4M
Grandeur Peak Global Advisors, LLC 0.75% Add +8.2% 37,801 $6.2M
Qube Research & Technologies Ltd 0.01% Reduce -61.0% 36,076 $6.0M
HSBC Holdings PLC 0.00% Reduce -31.5% 29,769 $4.9M
Orion Porfolio Solutions, LLC 0.04% Add +7.4% 29,529 $4.9M
Lighthouse Investment Partners, LLC 0.21% Add +98.5% 28,943 $4.8M
Citigroup Inc. 0.00% Reduce -23.4% 28,216 $4.7M
Quantbot Technologies LP 0.12% Add +22.9% 27,223 $4.5M
F/m Investments LLC 0.16% Add +0.3% 26,851 $4.4M
Victory Capital Management Inc. 0.00% Add +42.4% 25,144 $4.1M
Prudential Financial Inc. 0.01% Add +8.5% 25,143 $4.1M
Public Employees Retirement System of Ohio 0.01% Add +26.8% 24,561 $4.1M
CANADA LIFE ASSURANCE Co 0.01% Add +2.0% 24,212 $4.0M
Voloridge Investment Management, LLC 0.01% Reduce -71.7% 23,142 $3.8M
Fieldview Capital Management, LLC 0.57% Reduce -25.1% 22,972 $3.8M
Aquatic Capital Management LLC 0.07% Reduce -10.0% 22,291 $3.7M
California State Teachers Retirement System 0.00% Add +0.5% 20,992 $3.5M
Cresset Asset Management, LLC 0.02% Add +95.0% 20,446 $3.4M
TD Asset Management Inc 0.00% Add +99.5% 19,946 $3.3M
T. Rowe Price Associates Inc. 0.00% Add +7.7% 18,891 $3.1M
Capital Fund Management S.A. 0.03% Reduce -33.2% 18,757 $3.1M
Royal Bank of Canada 0.00% Add +58.1% 18,139 $3.0M
Thrivent Financial for Lutherans 0.01% Add +3.2% 17,964 $3.0M
Martingale Asset Management L P 0.07% Add +0.6% 17,943 $3.0M
Deutsche Bank AG 0.00% Reduce -59.1% 17,745 $2.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +5.2% 17,562 $2.9M
Two Sigma Investments, LP 0.01% Reduce -21.2% 17,330 $2.9M
Voya Investment Management LLC 0.00% Reduce -0.8% 17,283 $2.9M
Comerica Bank 0.01% Add +3.1% 17,272 $2.9M
Independent Solutions Wealth Management, LLC 0.53% Add +2.7% 16,598 $2.7M
Teacher Retirement System of Texas 0.01% Reduce -12.9% 16,536 $2.7M
GAMCO Investors 0.02% Reduce -5.7% 15,270 $2.5M
Two Sigma Advisers, LP 0.01% Add +4.9% 15,100 $2.5M
State of Alaska, Department of Revenue 0.03% Add +10.7% 14,540 $2.4M
Interval Partners, LP 0.05% Add +68.3% 14,326 $2.4M
Crestwood Advisors Group, LLC 0.04% Reduce -0.7% 14,218 $2.3M
MetLife Investment Management, LLC 0.01% Add +1.8% 13,878 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +6.7% 13,653 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +5.1% 12,741 $2.1M
LPL Financial LLC 0.00% Add +10.3% 12,657 $2.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.2% 12,605 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -9.3% 12,602 $2.1M
New York State Teachers Retirement System 0.00% Add +1.7% 12,458 $2.1M
Illinois Municipal Retirement Fund 0.03% Reduce -7.7% 12,357 $2.0M
American Century Companies Inc. 0.00% No change 11,983 $2.0M
Stifel Financial Corp. 0.00% Add +0.3% 11,848 $2.0M
Wesbanco Bank Inc. 0.06% No change 11,736 $1.9M
Diversify Wealth Management, LLC 0.12% Add +4.6% 10,429 $1.9M
Healthcare of Ontario Pension Plan Trust Fund 0.00% No change 11,500 $1.9M
Louisiana State Employees Retirement System 0.03% Add +1.8% 11,400 $1.9M
Anchor Capital Advisors LLC 0.05% Reduce -3.0% 11,336 $1.9M
Creative Planning 0.00% Add +31.7% 10,941 $1.8M
Lazard Asset Management LLC 0.00% Reduce -22.4% 10,847 $1.8M
D. E. Shaw & Co. 0.00% Reduce -27.5% 10,618 $1.8M
Klingman & Associates, LLC 0.10% Reduce -32.1% 10,567 $1.7M
Sei Investments Co. 0.00% Add +25.3% 10,552 $1.7M
New York State Common Retirement Fund 0.00% Add +32.9% 10,524 $1.7M
Bridge City Capital, LLC 0.48% New 10,325 $1.7M
Citadel Advisors 0.00% Reduce -87.3% 9,880 $1.6M
Janus Henderson Group PLC 0.00% Reduce -49.6% 9,882 $1.6M
Truist Financial Corp. 0.00% Add +16.8% 9,871 $1.6M
Westover Capital Advisors, LLC 0.32% Add +250.0% 9,789 $1.6M
Intech Investment Management LLC 0.01% Reduce -24.7% 9,702 $1.6M
National Philanthropic Trust 0.02% No change 9,438 $1.6M
Dean Investment Associates, LLC 0.23% Reduce -1.0% 9,287 $1.5M
Yousif Capital Management, LLC 0.02% Add +5.4% 9,197 $1.5M
State of Tennessee, Department of Treasury 0.01% No change 9,009 $1.5M
Verition Fund Management LLC 0.01% Add +32.5% 8,755 $1.4M
Bessemer Group Inc. 0.00% Reduce -0.4% 8,616 $1.4M
Harbor Capital Advisors, Inc. 0.06% Add +12.2% 8,417 $1.4M
AQR Capital Management 0.00% Add +7.8% 7,903 $1.3M
Integrated Quantitative Investments LLC 0.37% Add +0.1% 7,705 $1.3M
OP Asset Management Ltd 0.02% New 7,584 $1.3M
KLP Kapitalforvaltning As 0.01% Add +1.4% 7,500 $1.2M
Ensign Peak Advisors, Inc 0.00% Reduce -12.3% 7,480 $1.2M
Maryland State Retirement & Pension System 0.03% Add +3.9% 7,180 $1.2M
STRS Ohio 0.00% Reduce -4.0% 7,100 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -6.7% 7,000 $1.2M
Flputnam Investment Management Co. 0.02% New 6,997 $1.2M
Amalgamated Bank 0.01% Add +2.7% 6,913 $1.1M
State Board of Administration of Florida Retirement System 0.00% No change 6,811 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +2.6% 6,509 $1.1M
Glenmede Investment Management, LP 0.01% — 6,504 $1.1M
Arizona State Retirement System 0.01% No change 6,459 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +10.6% 6,272 $1.0M
Cary Street Partners Financial LLC 0.03% No change 6,262 $1.0M
Schonfeld Strategic Advisors LLC 0.01% Reduce -31.8% 6,240 $1.0M
Gibbs Wealth Management 0.19% Add +16.8% 6,065 $1.0M
Portside Wealth Group, LLC 0.14% Add +6.9% 5,893 $972K
Dana Investment Advisors, Inc. 0.03% No change 5,653 $933K
Handelsbanken Fonder AB 0.00% Reduce -5.1% 5,600 $924K
Oregon Public Employees Retirement Fund 0.02% Add +2.8% 5,599 $924K
Norges Bank 0.00% No change 5,566 $918K
Diversified Trust Co. 0.02% Add +0.3% 5,539 $914K
HighTower Advisors, LLC 0.00% Reduce -12.3% 5,409 $893K
Police & Firemen's Retirement System of New Jersey 0.01% Add +5.8% 5,352 $883K
Pittenger & Anderson Inc. 0.03% Add +130.8% 5,320 $878K
Quartz Partners, LLC 0.40% New 5,269 $869K
First Bank & Trust 0.15% Add +0.9% 5,235 $864K
Townsquare Capital LLC 0.08% Reduce -89.5% 5,226 $862K
ProShare Advisors LLC 0.00% Reduce -6.1% 5,159 $851K
Nisa Investment Advisors, LLC 0.00% Add +0.4% 5,101 $842K
Los Angeles Capital Management LLC 0.00% Reduce -62.1% 4,940 $815K
Vestcor Inc 0.02% Reduce -13.9% 4,847 $800K
Alliance Wealth Advisors, LLC 0.19% Add +1.6% 4,760 $785K
Mangrove Partners Im, LLC 0.09% New 4,739 $782K
Quantinno Capital Management LP 0.00% New 4,684 $773K
Scott Marsh Financial, LLC 0.28% — 4,617 $762K
Sierra Summit Advisors LLC 0.13% Add +8.9% 4,567 $754K
Norden Group LLC 0.08% Reduce -1.3% 4,462 $736K
Perbak Capital Partners LLP 0.16% New 4,213 $695K
Arkadios Wealth Advisors 0.02% New 4,200 $693K
SG Americas Securities, LLC 0.00% Reduce -85.1% 4,091 $675K
Bank of Montreal 0.00% Add +0.6% 4,049 $668K
Independent Financial Group, LLC 0.02% Add +21.3% 3,986 $658K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -36.5% 3,952 $652K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -56.1% 3,600 $594K
Atria Investments, Inc 0.01% Reduce -0.5% 3,530 $582K
Readystate Asset Management LP 0.04% New 3,491 $576K
Principle Wealth Partners LLC 0.04% No change 3,485 $575K
Intrust Bank NA 0.05% Add +2.7% 3,451 $569K
Horizon Investments, LLC 0.01% New 3,408 $562K
Advisory Services Network, LLC 0.01% Reduce -0.8% 3,070 $548K
Diversify Advisory Services, LLC 0.02% Add +15.3% 2,985 $546K
Caxton Associates LLP 0.01% New 3,277 $541K
Pictet Asset Management Holding SA 0.00% Reduce -5.8% 3,223 $532K
Franklin Resources Inc. 0.00% Add +34.1% 3,215 $531K
Parallel Advisors, LLC 0.01% Reduce -0.4% 3,114 $514K
Aviva PLC 0.00% Reduce -23.7% 3,093 $510K
Alamea Verwaltungs GmbH 0.38% Add +27.0% 3,052 $504K
MML Investors Services, LLC 0.00% Reduce -10.1% 3,041 $502K
Vise Technologies, Inc. 0.02% — 2,989 $493K
Bokf, NA 0.01% Reduce -12.0% 2,908 $480K
Fiduciary Trust Co 0.01% Add +0.0% 2,877 $475K
Cibc World Markets Corp. 0.00% Reduce -45.2% 2,833 $467K
SeaCrest Wealth Management, LLC 0.05% No change 2,726 $450K
Legato Capital Management LLC 0.05% New 2,681 $442K
United Bank 0.05% No change 2,675 $441K
Alps Advisors Inc. 0.00% Add +1.3% 2,602 $429K
Susquehanna Portfolio Strategies, LLC 0.01% New 2,474 $408K
Linden Thomas Advisory Services, LLC 0.04% Add +5.3% 2,470 $408K
denkapparat Operations GmbH 0.33% Add +32.1% 2,468 $407K
Gsa Capital Partners LLP 0.03% Reduce -44.8% 2,435 $402K
Amplius Wealth Advisors, LLC 0.04% No change 2,423 $400K
Sanctuary Advisors, LLC 0.00% Add +0.6% 2,363 $390K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.5% 2,331 $385K
M&T Bank Corp 0.00% Add +3.3% 2,302 $380K
XTX Topco Ltd 0.02% Reduce -38.4% 2,289 $378K
Vanguard Personalized Indexing Management, LLC 0.00% Add +1.1% 2,223 $367K
Praxis Investment Management Inc. 0.02% No change 2,170 $358K
Lombard Odier Asset Management (USA) Corp 0.11% New 2,144 $354K
Tower Research Capital LLC (TRC) 0.01% Add +57.9% 2,113 $349K
State of Wisconsin Investment Board 0.00% Reduce -62.5% 2,084 $344K
Captrust Financial Advisors 0.00% Add +11.2% 2,061 $340K
Private Advisor Group, LLC 0.00% Reduce -2.7% 1,972 $325K
O'shaughnessy Asset Management, LLC 0.00% Add +6.0% 1,956 $323K
Account Management LLC 0.35% No change 1,937 $320K
Park Place Capital Corp 0.07% No change 1,900 $314K
Cerity Partners LLC 0.00% New 1,849 $305K
Squarepoint Ops LLC 0.00% Reduce -94.1% 1,843 $304K
NDVR, Inc. 0.28% Add +1.0% 1,836 $303K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.0% 1,805 $298K
Wealth Enhancement Advisory Services, LLC 0.00% New 1,767 $298K
Prospera Financial Services Inc 0.01% No change 1,797 $297K
Vicus Capital 0.02% New 1,795 $296K
Xponance LLC 0.00% Add +2.1% 1,786 $295K
Henshaw Capital LLC 0.01% No change 1,779 $294K
D.A. Davidson & Co. 0.00% Reduce -0.3% 1,752 $289K
Quadrature Capital Ltd 0.00% Reduce -66.7% 1,711 $282K
Clear Harbor Asset Management, LLC 0.02% Reduce -2.9% 1,702 $281K
Old National Bancorp 0.00% Add +6.0% 1,653 $273K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -14.8% 1,645 $271K
Citizens Financial Group Inc. 0.00% New 1,603 $265K
Capstone Investment Advisors, LLC 0.00% New 1,593 $263K
Legacy Financial Group, Inc. 0.07% Reduce -2.1% 1,504 $248K
&partners 0.00% New 1,498 $247K
Mackenzie Financial Corp. 0.00% No change 1,495 $247K
Shell Asset Management Co. 0.01% Reduce -16.7% 1,475 $243K
Cetera Investment Advisers 0.00% New 1,450 $239K
Revisor Wealth Management LLC 0.08% New 1,308 $234K
Perigon Wealth Management, LLC 0.01% New 1,334 $220K
Neuberger Berman Group LLC 0.00% New 1,280 $211K
Level Four Advisory Services, LLC 0.01% New 1,264 $209K
Teza Capital Management LLC 0.15% Reduce -23.9% 1,250 $206K
Covestor Ltd 0.12% Add +600.0% 1,225 $202K
Moody National Bank Trust Division 0.02% New 1,224 $202K
PNC Financial Services Group, Inc. 0.00% Add +31.6% 1,174 $194K
New Age Alpha Advisors, LLC 0.01% Reduce -4.9% 1,153 $190K
First Horizon Advisors, Inc. 0.00% Reduce -2.5% 1,074 $177K
Smartleaf Asset Management LLC 0.02% Reduce -2.5% 1,064 $177K
Osaic Holdings, Inc. 0.00% Reduce -8.3% 844 $140K
Farther Finance Advisors, LLC 0.00% Add +54.1% 755 $125K
US Bancorp \de 0.00% Reduce -48.2% 750 $124K
Huntington National Bank 0.00% Add +13.8% 710 $117K
Russell Investments Group, Ltd. 0.00% Reduce -0.1% 685 $113K
KBC Group NV 0.00% Reduce -41.7% 587 $97K
Centerpoint Advisors, LLC 0.03% No change 500 $83K
GAMMA Investing LLC 0.01% Reduce -17.3% 492 $81K
Morse Asset Management, Inc 0.02% No change 435 $72K
State of Wyoming 0.01% New 383 $63K
AlphaQuest LLC 0.01% Reduce -94.1% 377 $62K
ESL Trust Services, LLC 0.01% No change 375 $62K
Principal Securities, Inc. 0.00% Add +53.3% 305 $50K
SouthState Bank Corp 0.00% Reduce -44.1% 304 $50K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +75.9% 285 $47K
Opal Wealth Advisors, LLC 0.01% Add +0.4% 281 $46K
Global Retirement Partners, LLC 0.00% — 249 $41K
Clearstead Advisors, LLC 0.00% Add +15.2% 242 $40K
Signaturefd, LLC 0.00% Reduce -3.6% 241 $40K
Versant Capital Management, Inc 0.01% No change 216 $36K
Jones Financial Companies LLLP 0.00% Add +114.6% 176 $29K
Lanark Financial, Inc. 0.00% No change 180 $29K
Caitong International Asset Management Co., Ltd 0.02% Reduce -7.7% 156 $26K
CENTRAL TRUST Co 0.00% Reduce -14.3% 150 $25K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.8% 140 $23K
Harvest Fund Management Co., Ltd 0.00% Reduce -91.2% 137 $23K
UMB Bank, n.a. 0.00% Add +36.5% 131 $22K
EverSource Wealth Advisors, LLC 0.00% Add +51.2% 130 $21K
Allworth Financial LP 0.00% Reduce -7.1% 130 $21K
Federated Hermes, Inc. 0.00% New 129 $21K
Cwm, LLC 0.00% Reduce -0.8% 120 $20K
CIBC Private Wealth Group LLC 0.00% Reduce -11.4% 109 $18K
Ameritas Advisory Services, LLC 0.00% New 105 $17K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 103 $17K
Spire Wealth Management 0.00% No change 102 $17K
Costello Asset Management, INC 0.01% No change 100 $17K
Key Financial Inc 0.00% No change 100 $17K
Danske Bank A/S 0.00% New 100 $17K
Main Street Group, LTD 0.01% Reduce -1.1% 93 $15K
Twin Peaks Wealth Advisors, LLC 0.00% New 83 $15K
Larson Financial Group LLC 0.00% Reduce -9.0% 91 $15K
SBI Securities Co., Ltd. 0.00% No change 85 $14K
Northwestern Mutual Wealth Management Co. 0.00% Add +7700.0% 78 $13K
Rise Advisors, LLC 0.00% No change 73 $12K
2UniFi Bank 0.01% No change 70 $12K
Evelyn Partners Asset Management Ltd 0.00% No change 65 $11K
Rothschild Investment LLC 0.00% Add +33.3% 64 $11K
GHP Investment Advisors, Inc. 0.00% No change 64 $11K
IFP Advisors, Inc 0.00% Add +66.7% 15 $10K
Whittier Trust Co. 0.00% No change 59 $10K
Sterling Capital Management LLC 0.00% Add +133.3% 56 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -43.6% 53 $9K
JTC Employer Solutions Trustee Ltd 0.00% No change 48 $8K
Assetmark, Inc. 0.00% No change 48 $8K
Private Wealth Management Group, LLC 0.00% No change 42 $7K
Bare Financial Services, Inc 0.00% Add +281.8% 42 $7K
Wolff Wiese Magana LLC 0.00% No change 41 $7K
WealthCollab, LLC 0.00% No change 41 $7K
Optiver Holding B.V. 0.00% Reduce -37.5% 40 $7K
Thompson Investment Management, Inc. 0.00% Add +236.4% 37 $6K
Fifth Third Bancorp 0.00% Reduce -70.3% 36 $6K
Bell Investment Advisors, Inc 0.00% No change 34 $6K
Concord Wealth Partners 0.00% No change 32 $5K
LRI Investments, LLC 0.00% No change 31 $5K
Hemington Wealth Management 0.00% Add +6.3% 34 $5K
Simplex Trading, LLC 0.00% Add +191.7% 35 $5K
Compagnie Lombard Odier SCmA 0.00% No change 30 $5K
Cary Street Partners Investment Advisory LLC 0.00% Add +1200.0% 26 $4K
Godsey & Gibb, Inc. 0.00% No change 25 $4K
JFS Wealth Advisors, LLC 0.00% Add +13.6% 25 $4K
Rossby Financial, LCC 0.00% No change 25 $4K
Tortoise Investment Management, LLC 0.00% Add +13.6% 25 $4K
Anchor Investment Management, LLC 0.00% No change 25 $4K
Hollencrest Capital Management 0.00% No change 25 $4K
Brooklyn Investment Group 0.00% Reduce -54.7% 24 $4K
CVA Family Office, LLC 0.00% No change 24 $4K
Financial Network Wealth Advisors LLC 0.00% No change 22 $4K
Montag A & Associates Inc. 0.00% No change 22 $4K
Parkside Financial Bank & Trust 0.00% Add +58.3% 19 $3K
Golden State Wealth Management, LLC 0.00% No change 18 $3K
Geneos Wealth Management Inc. 0.00% No change 18 $3K
Arax Advisory Partners 0.00% Add +300.0% 16 $3K
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% No change 12 $2K
Physician Wealth Advisors, Inc. 0.00% Add +22.2% 11 $2K
Millstone Evans Group, LLC 0.00% No change 11 $2K
CoreCap Advisors, LLC 0.00% No change 11 $2K
True Wealth Design, LLC 0.00% No change 8 $1K
SWAN Capital LLC 0.00% New 8 $1K
Creative Financial Designs Inc. 0.00% No change 8 $1K
Accordant Advisory Group Inc 0.00% No change 7 $1K
Winnacle Wealth LLC 0.00% New 7 $1K
Cape Investment Advisory, Inc. 0.00% Reduce -84.8% 7 $1K
Sunbelt Securities, Inc. 0.00% Reduce -91.5% 7 $1K
Hantz Financial Services, Inc. 0.00% Add +25.0% 5 $1K
Capital Analysts, LLC 0.00% No change 8 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 6 $990
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 6 $990
Kilter Group LLC 0.00% New 5 $826
Manchester Capital Management LLC 0.00% No change 5 $826
Nova Wealth Management, Inc. 0.00% No change 5 $825
Fortitude Family Office, LLC 0.00% New 5 $825
AdvisorNet Financial, Inc 0.00% No change 5 $825
DiNuzzo Private Wealth, Inc. 0.00% Add +33.3% 4 $661
Murphy & Mullick Capital Management Corp 0.00% No change 4 $660
Arlington Trust Co LLC 0.00% New 4 $660
NewEdge Advisors, LLC 0.00% No change 3 $533
Brown, Lisle/Cummings, Inc. 0.00% No change 3 $495
Trust Co. of Toledo NA 0.00% New 3 $495
Clearstead Trust, LLC 0.00% New 2 $331
SJS Investment Consulting Inc. 0.00% Reduce -50.0% 2 $331
Abound Wealth Management 0.00% No change 2 $331
Sachetta, LLC 0.00% No change 2 $331
Truvestments Capital LLC 0.00% No change 2 $330
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $330
TFC Financial Management, Inc. 0.00% No change 1 $166
Rialto Wealth Management, LLC 0.00% New 1 $166
Parkworth Wealth Management, Inc. 0.00% No change 1 $165
Essential Partners LLC 0.00% — 1 $165
Trust Co. of Vermont 0.00% No change 1 $165
Bogart Wealth, LLC 0.00% No change 1 $165
Bay Harbor Wealth Management, LLC 0.00% No change 1 $165

"% 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.