PJT Partners Inc. Class APJT
13F holders, Q3 2025 (September 30)394holders +16
43new positions
24sold out
7famous investors
$177.77avg. 13F price*
At the end of Q3 2025, 394 institutions reported holding PJT Partners Inc. Class A (PJT) in their 13F filings, up 16 from Q2 2025. 43 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($653.1M), Vanguard Group Inc. ($446.6M) and State Street Corp. ($168.4M). 7 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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $155.6M |
| Exits | 24 | $33.7M |
All 13F filers, Q2 2025 → Q3 2025: 1,748,291 shares bought and 1,432,384 shares sold, net +315,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 394 holders
| BlackRock, Inc. | 0.01% | Reduce -7.5% | 3,674,625 | $653.1M |
| Vanguard Group Inc. | 0.01% | Reduce -1.6% | 2,512,963 | $446.6M |
| State Street Corp. | 0.01% | Add +0.8% | 947,243 | $168.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.3% | 666,498 | $118.5M |
| Morgan Stanley | 0.01% | Reduce -7.8% | 613,971 | $109.1M |
| FMR LLC | 0.01% | Reduce -2.1% | 588,915 | $104.7M |
| Congress Asset Management Co. | 0.63% | Add +5.4% | 531,378 | $94.4M |
| Invesco Ltd. | 0.01% | Reduce -0.1% | 519,412 | $92.3M |
| Alliancebernstein L.P. | 0.03% | Reduce -4.3% | 505,761 | $89.9M |
| Raymond James Financial Inc. | 0.03% | Reduce -5.4% | 464,052 | $82.5M |
| Champlain Investment Partners, LLC | 0.56% | Reduce -17.6% | 414,141 | $73.6M |
| Clearbridge Investments, LLC | 0.06% | Reduce -6.3% | 410,581 | $73.0M |
| Wasatch Advisors LP | 0.37% | New | 385,999 | $68.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.6% | 369,621 | $65.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.8% | 358,828 | $63.8M |
| Bank of America Corp. | 0.00% | Add +8.6% | 336,437 | $59.8M |
| Loomis Sayles & Co. L P | 0.07% | Add +3.5% | 335,207 | $59.6M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -24.5% | 316,339 | $56.2M |
| Wellington Management Group LLP | 0.01% | Reduce -19.4% | 315,398 | $56.1M |
| Northern Trust Corp. | 0.01% | Add +3.3% | 285,341 | $50.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.1% | 253,193 | $45.0M |
| Azora Capital LP | 1.86% | New | 225,404 | $40.1M |
| Capital Research Global Investors | 0.01% | No change | 220,074 | $39.1M |
| Schroder Investment Management Group | 0.03% | Add +3.0% | 216,440 | $39.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.3% | 215,689 | $38.3M |
| Massachusetts Financial Services Co. | 0.01% | Add +17.9% | 208,264 | $37.0M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -13.1% | 164,752 | $29.3M |
| Macquarie Group Ltd. | 0.03% | Reduce -8.7% | 160,328 | $28.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.9% | 148,659 | $26.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +0.2% | 137,232 | $24.4M |
| Tidal Investments LLC | 0.10% | Reduce -0.7% | 135,236 | $24.0M |
| TimesSquare Capital Management, LLC | 0.34% | Reduce -5.7% | 131,926 | $23.4M |
| UBS Group AG | 0.00% | Add +35.5% | 125,039 | $22.2M |
| JPMorgan Chase & Co. | 0.00% | Add +28.5% | 110,454 | $19.6M |
| Wells Fargo & Company | 0.00% | Reduce -1.1% | 100,399 | $17.8M |
| Prospect Capital Advisors, LLC | 8.84% | No change | 96,030 | $17.1M |
| Public Sector Pension Investment Board | 0.06% | Add +13.8% | 94,774 | $16.8M |
| Tudor Investment Corporation | 0.11% | Reduce -24.9% | 92,731 | $16.5M |
| Aberdeen Group plc | 0.03% | Reduce -9.2% | 91,189 | $16.5M |
| Frontier Capital Management Co. LLC | 0.14% | Add +4.1% | 86,495 | $15.4M |
| Two Sigma Investments, LP | 0.02% | Add +390.1% | 84,936 | $15.1M |
| Citadel Advisors | 0.01% | Add +701.4% | 79,178 | $14.1M |
| Mutual of America Capital Management LLC | 0.15% | Add +19.1% | 78,321 | $13.9M |
| Osaic Holdings, Inc. | 0.02% | Add +9095.4% | 77,609 | $13.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.6% | 77,046 | $13.7M |
| Qube Research & Technologies Ltd | 0.02% | Add +108.9% | 75,349 | $13.4M |
| Nuveen, LLC | 0.00% | Reduce -1.0% | 73,932 | $13.1M |
| BNP Paribas Financial Markets | 0.01% | Add +15.7% | 72,782 | $12.9M |
| Flputnam Investment Management Co. | 0.18% | Add +874.1% | 68,155 | $12.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.1% | 66,936 | $11.9M |
| Rhumbline Advisers | 0.01% | Add +1.3% | 66,562 | $11.8M |
| Amundi | 0.00% | Add +26.1% | 64,797 | $11.7M |
| Legal & General Group Plc | 0.00% | Reduce -1.9% | 65,713 | $11.7M |
| Advisors Capital Management, LLC | 0.14% | Reduce -13.8% | 60,900 | $10.8M |
| Janus Henderson Group PLC | 0.00% | Add +491.1% | 58,414 | $10.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -35.5% | 57,799 | $10.3M |
| Prospector Partners LLC | 1.17% | No change | 53,956 | $9.6M |
| Jane Street Group, LLC | 0.01% | New | 51,150 | $9.1M |
| Barclays PLC | 0.00% | Reduce -27.1% | 48,443 | $8.6M |
| D. E. Shaw & Co. | 0.01% | Add +353.3% | 48,129 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +292.6% | 46,510 | $8.3M |
| Voloridge Investment Management, LLC | 0.03% | Add +96.7% | 45,528 | $8.1M |
| Swiss National Bank | 0.00% | Add +6.6% | 45,035 | $8.0M |
| GW&K Investment Management, LLC | 0.07% | Reduce -50.9% | 43,736 | $7.8M |
| First Trust Advisors LP | 0.01% | Reduce -2.8% | 42,981 | $7.6M |
| Public Employees Retirement System of Ohio | 0.02% | Add +71.1% | 42,030 | $7.5M |
| Harbor Advisors LLC | 1.14% | No change | 41,519 | $7.4M |
| Thornburg Investment Management Inc. | 0.10% | Reduce -23.5% | 41,000 | $7.3M |
| Grandeur Peak Global Advisors, LLC | 0.97% | Add +7.2% | 40,519 | $7.2M |
| Ieq Capital, LLC | 0.02% | No change | 39,049 | $6.9M |
| Millennium Management | 0.01% | New | 37,247 | $6.6M |
| Asset Management Group, Inc. | 1.06% | Reduce -5.5% | 36,368 | $6.5M |
| F/m Investments LLC | 0.22% | Add +19.3% | 32,043 | $5.7M |
| Man Group plc | 0.01% | Reduce -29.7% | 30,143 | $5.4M |
| HSBC Holdings PLC | 0.00% | Reduce -2.7% | 28,959 | $5.1M |
| Victory Capital Management Inc. | 0.00% | Add +8.7% | 27,320 | $4.9M |
| Kornitzer Capital Management Inc. | 0.10% | New | 27,225 | $4.8M |
| Two Sigma Advisers, LP | 0.01% | Add +78.2% | 26,900 | $4.8M |
| Jain Global LLC | 0.07% | New | 26,330 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | New | 26,124 | $4.6M |
| MAI Capital Management | 0.03% | Reduce -64.6% | 25,929 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -14.1% | 25,375 | $4.5M |
| Quartz Partners, LLC | 1.60% | Add +370.5% | 24,789 | $4.4M |
| Quantbot Technologies LP | 0.12% | Reduce -10.1% | 24,486 | $4.4M |
| Prudential Financial Inc. | 0.01% | Reduce -4.0% | 24,142 | $4.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.4% | 23,393 | $4.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.4% | 21,225 | $3.8M |
| Cresset Asset Management, LLC | 0.02% | Add +2.8% | 21,019 | $3.7M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 20,993 | $3.7M |
| Fieldview Capital Management, LLC | 0.59% | Reduce -12.3% | 20,152 | $3.6M |
| Deutsche Bank AG | 0.00% | Add +11.7% | 19,819 | $3.5M |
| Arkadios Wealth Advisors | 0.09% | Add +366.6% | 19,598 | $3.5M |
| Aquatic Capital Management LLC | 0.06% | Reduce -18.2% | 18,241 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.4% | 17,534 | $3.1M |
| Credit Agricole S A | 0.01% | — | 17,515 | $3.1M |
| Independent Solutions Wealth Management, LLC | 0.54% | Add +2.5% | 17,018 | $3.0M |
| Martingale Asset Management L P | 0.08% | Reduce -6.3% | 16,812 | $3.0M |
| Alps Advisors Inc. | 0.02% | Add +536.3% | 16,556 | $2.9M |
| Creative Planning | 0.00% | Add +51.2% | 16,539 | $2.9M |
| TD Asset Management Inc | 0.00% | Reduce -18.4% | 16,286 | $2.9M |
| Los Angeles Capital Management LLC | 0.01% | Add +225.0% | 16,057 | $2.9M |
| Comerica Bank | 0.01% | Reduce -8.6% | 15,789 | $2.8M |
| Teacher Retirement System of Texas | 0.01% | Reduce -7.5% | 15,298 | $2.7M |
| Voya Investment Management LLC | 0.00% | Reduce -16.4% | 14,455 | $2.6M |
| Gotham Asset Management | 0.01% | New | 14,405 | $2.6M |
| Crestwood Advisors Group, LLC | 0.04% | Add +0.4% | 14,273 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.2% | 13,814 | $2.5M |
| GAMCO Investors | 0.02% | Reduce -9.8% | 13,770 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.7% | 13,502 | $2.4M |
| Kennedy Capital Management LLC | 0.05% | New | 13,429 | $2.4M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -9.0% | 13,235 | $2.4M |
| LPL Financial LLC | 0.00% | Add +0.9% | 12,772 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | Add +2.8% | 12,706 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -55.5% | 12,564 | $2.2M |
| New York State Teachers Retirement System | 0.00% | No change | 12,458 | $2.2M |
| Sei Investments Co. | 0.00% | Add +15.8% | 12,222 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.8% | 12,134 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.8% | 11,997 | $2.1M |
| Wesbanco Bank Inc. | 0.06% | No change | 11,736 | $2.1M |
| American Century Companies Inc. | 0.00% | Reduce -3.8% | 11,530 | $2.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 11,500 | $2.0M |
| Anchor Capital Advisors LLC | 0.06% | Add +0.9% | 11,439 | $2.0M |
| AQR Capital Management | 0.00% | Add +42.1% | 11,229 | $2.0M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.8% | 11,200 | $2.0M |
| Interval Partners, LP | 0.04% | Reduce -25.4% | 10,682 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 10,681 | $1.9M |
| Klingman & Associates, LLC | 0.09% | Add +0.1% | 10,577 | $1.9M |
| New York State Common Retirement Fund | 0.00% | Reduce -1.4% | 10,373 | $1.8M |
| Bridge City Capital, LLC | 0.48% | Reduce -1.7% | 10,147 | $1.8M |
| Lazard Asset Management LLC | 0.00% | Reduce -9.3% | 9,842 | $1.7M |
| Westover Capital Advisors, LLC | 0.32% | Reduce -0.5% | 9,738 | $1.7M |
| National Philanthropic Trust | 0.02% | No change | 9,438 | $1.7M |
| Diversify Wealth Management, LLC | 0.10% | Reduce -1.8% | 10,239 | $1.7M |
| Dean Investment Associates, LLC | 0.23% | Reduce -1.8% | 9,117 | $1.6M |
| Harbor Capital Advisors, Inc. | 0.12% | Add +4.9% | 8,833 | $1.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +138.9% | 8,600 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -12.9% | 8,599 | $1.5M |
| Intech Investment Management LLC | 0.01% | Reduce -15.1% | 8,241 | $1.5M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -8.7% | 8,222 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Add +438.1% | 8,045 | $1.4M |
| Integrated Quantitative Investments LLC | 0.39% | No change | 7,705 | $1.4M |
| HRT Financial LP | 0.01% | New | 7,696 | $1.4M |
| Yousif Capital Management, LLC | 0.01% | Reduce -17.2% | 7,613 | $1.4M |
| Bessemer Group Inc. | 0.00% | Reduce -13.7% | 7,436 | $1.3M |
| EFG Asset Management (North America) Corp. | 0.16% | New | 7,059 | $1.3M |
| KLP Kapitalforvaltning As | 0.00% | Reduce -6.7% | 7,000 | $1.2M |
| Jump Financial, LLC | 0.02% | New | 6,949 | $1.2M |
| STRS Ohio | 0.00% | Reduce -2.8% | 6,900 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -0.4% | 6,887 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -1.9% | 6,869 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +6.3% | 6,867 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.4% | 6,781 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -61.4% | 6,776 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -63.4% | 6,648 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +40.7% | 6,590 | $1.2M |
| Glenmede Investment Management, LP | 0.01% | Add +0.6% | 6,542 | $1.2M |
| Perbak Capital Partners LLP | 0.20% | Add +54.0% | 6,490 | $1.2M |
| Pittenger & Anderson Inc. | 0.04% | Add +21.2% | 6,450 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +19.0% | 6,367 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | No change | 6,262 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.3% | 6,190 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Add +234.9% | 6,172 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.1% | 6,113 | $1.1M |
| Portside Wealth Group, LLC | 0.15% | Add +3.1% | 6,075 | $1.1M |
| OP Asset Management Ltd | 0.01% | Reduce -23.6% | 5,792 | $1.0M |
| Dana Investment Advisors, Inc. | 0.03% | Add +1.9% | 5,761 | $1.0M |
| Voleon Capital Management LP | 0.02% | New | 5,728 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 5,600 | $995K |
| HighTower Advisors, LLC | 0.00% | Add +3.2% | 5,583 | $992K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.8% | 5,499 | $977K |
| Gibbs Wealth Management | 0.20% | Reduce -16.3% | 5,078 | $903K |
| Alliance Wealth Advisors, LLC | 0.21% | Add +6.6% | 5,073 | $902K |
| First Bank & Trust | 0.14% | Reduce -8.3% | 4,800 | $853K |
| Diversified Trust Co. | 0.02% | Reduce -14.4% | 4,742 | $843K |
| Caxton Associates LLP | 0.02% | Add +42.8% | 4,681 | $832K |
| Guardian Investment Management | 0.68% | New | 4,506 | $801K |
| Franklin Resources Inc. | 0.00% | Add +38.9% | 4,466 | $794K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +11.7% | 4,413 | $784K |
| Norden Group LLC | 0.08% | Reduce -2.1% | 4,367 | $776K |
| ProShare Advisors LLC | 0.00% | Reduce -15.6% | 4,354 | $774K |
| Horizon Investments, LLC | 0.01% | Add +24.6% | 4,247 | $755K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -44.8% | 4,130 | $734K |
| Independent Financial Group, LLC | 0.02% | Reduce -3.0% | 3,866 | $687K |
| SummitTX Capital, L.P. | 0.03% | New | 3,802 | $676K |
| Marshall Wace, LLP | 0.00% | New | 3,695 | $657K |
| Principle Wealth Partners LLC | 0.04% | Add +0.6% | 3,505 | $623K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.7% | 3,503 | $623K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -51.3% | 3,494 | $621K |
| Atria Investments, Inc | 0.01% | Reduce -3.3% | 3,414 | $607K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Add +37.4% | 3,399 | $604K |
| Intrust Bank NA | 0.05% | Reduce -2.4% | 3,370 | $599K |
| SG Americas Securities, LLC | 0.00% | Reduce -20.2% | 3,266 | $580K |
| Dynamic Technology Lab Private Ltd | 0.10% | New | 3,209 | $570K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 3,169 | $563K |
| MML Investors Services, LLC | 0.00% | Add +4.0% | 3,161 | $562K |
| Fox Run Management, L.L.C. | 0.09% | New | 3,131 | $556K |
| Advisory Services Network, LLC | 0.01% | No change | 3,070 | $546K |
| Alamea Verwaltungs GmbH | 0.37% | Add +0.3% | 3,062 | $544K |
| Diversify Advisory Services, LLC | 0.02% | Add +7.1% | 3,196 | $519K |
| Bokf, NA | 0.01% | Reduce -0.1% | 2,904 | $516K |
| Fiduciary Trust Co | 0.01% | No change | 2,877 | $511K |
| State of Wisconsin Investment Board | 0.00% | Add +34.0% | 2,792 | $496K |
| Engineers Gate Manager LP | 0.01% | New | 2,767 | $492K |
| Verition Fund Management LLC | 0.00% | Reduce -68.9% | 2,719 | $483K |
| Legato Capital Management LLC | 0.05% | No change | 2,681 | $476K |
| United Bank | 0.06% | No change | 2,675 | $475K |
| Russell Investments Group, Ltd. | 0.00% | Add +288.3% | 2,660 | $473K |
| Aviva PLC | 0.00% | Reduce -14.5% | 2,644 | $470K |
| Linden Thomas Advisory Services, LLC | 0.05% | Add +3.3% | 2,551 | $453K |
| Vestcor Inc | 0.01% | Reduce -47.8% | 2,528 | $449K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -4.0% | 2,616 | $447K |
| denkapparat Operations GmbH | 0.28% | No change | 2,468 | $439K |
| CIBC Bancorp USA Inc. | 0.00% | — | 2,451 | $436K |
| Lombard Odier Asset Management (USA) Corp | 0.12% | Add +14.1% | 2,446 | $435K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +0.1% | 2,426 | $431K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +6.4% | 2,365 | $420K |
| Parallel Advisors, LLC | 0.01% | Reduce -24.4% | 2,355 | $419K |
| M&T Bank Corp | 0.00% | Add +1.6% | 2,340 | $416K |
| Vise Technologies, Inc. | 0.02% | Reduce -22.2% | 2,326 | $413K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +16.7% | 2,283 | $406K |
| Inceptionr LLC | 0.10% | New | 2,231 | $397K |
| Praxis Investment Management Inc. | 0.02% | No change | 2,170 | $386K |
| Captrust Financial Advisors | 0.00% | Add +3.4% | 2,131 | $379K |
| Brevan Howard Capital Management LP | 0.01% | New | 2,112 | $375K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.2% | 2,076 | $369K |
| Bank of Montreal | 0.00% | Reduce -48.9% | 2,071 | $368K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -67.3% | 2,040 | $363K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -61.0% | 1,988 | $353K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -7.4% | 1,956 | $348K |
| Account Management LLC | 0.37% | No change | 1,937 | $344K |
| Cetera Investment Advisers | 0.00% | Add +33.5% | 1,935 | $344K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -17.6% | 1,921 | $341K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.1% | 1,928 | $340K |
| Park Place Capital Corp | 0.07% | No change | 1,900 | $338K |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.6% | 1,846 | $328K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +11.7% | 1,837 | $326K |
| Public Employees Retirement Association of Colorado | 0.00% | New | 1,828 | $325K |
| Xponance LLC | 0.00% | Add +1.2% | 1,808 | $321K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.7% | 1,785 | $317K |
| Old National Bancorp | 0.01% | Add +6.5% | 1,760 | $313K |
| D.A. Davidson & Co. | 0.00% | No change | 1,752 | $311K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.5% | 1,725 | $306K |
| Fred Alger Management, LLC | 0.00% | New | 1,716 | $305K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 1,702 | $302K |
| NDVR, Inc. | 0.25% | Reduce -7.3% | 1,701 | $302K |
| Prelude Capital Management, LLC | 0.02% | New | 1,657 | $294K |
| &partners | 0.00% | Add +10.6% | 1,656 | $294K |
| PNC Financial Services Group, Inc. | 0.00% | Add +40.5% | 1,650 | $293K |
| Citizens Financial Group Inc. | 0.00% | Add +2.4% | 1,642 | $292K |
| Vicus Capital | 0.02% | Reduce -11.1% | 1,595 | $283K |
| Legacy Financial Group, Inc. | 0.07% | No change | 1,504 | $267K |
| Cerity Partners LLC | 0.00% | Reduce -18.7% | 1,504 | $267K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 1,451 | $258K |
| Gsa Capital Partners LLP | 0.02% | Reduce -42.2% | 1,407 | $250K |
| Farringdon Capital, Ltd. | 0.06% | New | 1,386 | $246K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.8% | 1,371 | $244K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -27.6% | 1,307 | $232K |
| Henshaw Capital LLC | 0.01% | Reduce -27.0% | 1,298 | $231K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -1.9% | 1,240 | $221K |
| Wolverine Trading, LLC | 0.00% | New | 1,221 | $220K |
| Montgomery Investment Management Inc. | 0.07% | New | 1,200 | $213K |
| Farther Finance Advisors, LLC | 0.00% | Add +54.7% | 1,168 | $208K |
| Neuberger Berman Group LLC | 0.00% | Reduce -9.6% | 1,157 | $206K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.4% | 1,125 | $200K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -17.7% | 876 | $158K |
| Huntington National Bank | 0.00% | Add +4.4% | 741 | $132K |
| US Bancorp \de | 0.00% | Reduce -12.7% | 655 | $116K |
| First Horizon Corp. | 0.01% | — | 630 | $112K |
| GAMMA Investing LLC | 0.01% | Add +21.1% | 596 | $106K |
| KBC Group NV | 0.00% | No change | 587 | $104K |
| Shell Asset Management Co. | 0.01% | Reduce -61.3% | 571 | $101K |
| Federated Hermes, Inc. | 0.00% | Add +307.8% | 526 | $93K |
| Quadrant Capital Group LLC | 0.00% | New | 504 | $90K |
| Centerpoint Advisors, LLC | 0.03% | No change | 500 | $89K |
| Wealthspire Advisors, LLC | 0.00% | New | 451 | $80K |
| Morse Asset Management, Inc | 0.02% | No change | 435 | $77K |
| AlphaQuest LLC | 0.00% | Add +7.2% | 404 | $72K |
| ESL Trust Services, LLC | 0.01% | No change | 375 | $67K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 285 | $51K |
| Signaturefd, LLC | 0.00% | Add +0.8% | 243 | $43K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.4% | 233 | $41K |
| Salomon & Ludwin, LLC | 0.00% | New | 229 | $41K |
| Covestor Ltd | 0.02% | Reduce -81.1% | 231 | $41K |
| Principal Securities, Inc. | 0.00% | Reduce -24.9% | 229 | $41K |
| Jones Financial Companies LLLP | 0.00% | Add +23.3% | 217 | $40K |
| Versant Capital Management, Inc | 0.01% | No change | 216 | $38K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 187 | $33K |
| Cwm, LLC | 0.00% | Add +50.8% | 181 | $32K |
| Lanark Financial, Inc. | 0.00% | No change | 180 | $32K |
| Allworth Financial LP | 0.00% | Add +19.2% | 155 | $28K |
| UMB Bank, n.a. | 0.00% | Add +13.7% | 149 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 140 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | Add +23.9% | 135 | $24K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 137 | $24K |
| Arax Advisory Partners | 0.00% | Add +731.3% | 133 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.3% | 127 | $23K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 105 | $19K |
| Costello Asset Management, INC | 0.01% | No change | 100 | $18K |
| CENTRAL TRUST Co | 0.00% | Reduce -33.3% | 100 | $18K |
| Danske Bank A/S | 0.00% | No change | 100 | $18K |
| Key Financial Inc | 0.00% | No change | 100 | $17K |
| Main Street Group, LTD | 0.01% | No change | 93 | $17K |
| Larson Financial Group LLC | 0.00% | Reduce -2.2% | 89 | $16K |
| Crewe Advisors LLC | 0.00% | New | 88 | $16K |
| Optiver Holding B.V. | 0.00% | Add +117.5% | 87 | $15K |
| SBI Securities Co., Ltd. | 0.00% | No change | 85 | $15K |
| Sunbelt Securities, Inc. | 0.00% | Add +1071.4% | 82 | $15K |
| IFP Advisors, Inc | 0.00% | Add +406.7% | 76 | $14K |
| Rise Advisors, LLC | 0.00% | No change | 73 | $13K |
| 2UniFi Bank | 0.01% | No change | 70 | $12K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 65 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 64 | $11K |
| Whittier Trust Co. | 0.00% | No change | 59 | $11K |
| Rossby Financial, LCC | 0.00% | Add +136.0% | 59 | $10K |
| Assetmark, Inc. | 0.00% | Add +18.8% | 57 | $10K |
| Sterling Capital Management LLC | 0.00% | No change | 56 | $10K |
| Rothschild Investment LLC | 0.00% | Reduce -15.6% | 54 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 53 | $9K |
| Spire Wealth Management | 0.00% | Reduce -49.0% | 52 | $9K |
| Fifth Third Bancorp | 0.00% | Add +41.7% | 51 | $9K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 48 | $9K |
| Root Financial Partners, LLC | 0.00% | New | 50 | $9K |
| Clearstead Advisors, LLC | 0.00% | Reduce -81.4% | 45 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 42 | $8K |
| Bare Financial Services, Inc | 0.00% | No change | 42 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 41 | $7K |
| WealthCollab, LLC | 0.00% | No change | 41 | $7K |
| Thompson Investment Management, Inc. | 0.00% | No change | 37 | $7K |
| LRI Investments, LLC | 0.00% | Add +19.4% | 37 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 34 | $6K |
| Hemington Wealth Management | 0.00% | Add +2.9% | 35 | $6K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +23.1% | 32 | $6K |
| Concord Wealth Partners | 0.00% | No change | 32 | $6K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 30 | $5K |
| Tortoise Investment Management, LLC | 0.00% | Add +8.0% | 27 | $5K |
| Godsey & Gibb, Inc. | 0.00% | No change | 25 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 25 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 25 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 24 | $4K |
| Altshuler Shaham Ltd | 0.00% | New | 24 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 22 | $4K |
| Montag A & Associates Inc. | 0.00% | No change | 22 | $4K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -86.5% | 21 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 19 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 19 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 18 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 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 |
| Dagco, Inc. | 0.00% | No change | 12 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -88.3% | 12 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -84.6% | 12 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 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% | Add +12.5% | 9 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 8 | $1K |
| Accordant Advisory Group Inc | 0.00% | No change | 7 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 7 | $1K |
| Saranac Partners Ltd | 0.00% | New | 7 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 6 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +20.0% | 6 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Add +60.0% | 8 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 8 | $1K |
| Nova Wealth Management, Inc. | 0.00% | No change | 5 | $889 |
| Kilter Group LLC | 0.00% | No change | 5 | $889 |
| Darwin Wealth Management, LLC | 0.00% | New | 5 | $889 |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 5 | $889 |
| Manchester Capital Management LLC | 0.00% | No change | 5 | $889 |
| AdvisorNet Financial, Inc | 0.00% | No change | 5 | $889 |
| SouthState Bank Corp | 0.00% | Reduce -98.7% | 4 | $711 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 4 | $677 |
| NewEdge Advisors, LLC | 0.00% | No change | 3 | $575 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -25.0% | 3 | $537 |
| Essential Partners LLC | 0.00% | Add +200.0% | 3 | $533 |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 3 | $533 |
| Trust Co. of Toledo NA | 0.00% | No change | 3 | $533 |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -76.9% | 3 | $533 |
| Clearstead Trust, LLC | 0.00% | No change | 2 | $356 |
| Abound Wealth Management | 0.00% | No change | 2 | $356 |
| Sachetta, LLC | 0.00% | No change | 2 | $356 |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $356 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $356 |
| Truvestments Capital LLC | 0.00% | No change | 2 | $355 |
| Strategic Advocates LLC | 0.00% | New | 2 | $355 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $355 |
| Trust Co. of Vermont | 0.00% | No change | 1 | $178 |
| Bogart Wealth, LLC | 0.00% | No change | 1 | $178 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $178 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $177 |
| Cloud Capital Management, LLC | 0.00% | New | 3 | $0 |
"% 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.