PJT Partners Inc. Class APJT

13F holders, Q4 2025 (December 31)
410holders +16
48new positions
40sold out
9famous investors
$167.30avg. 13F price*

At the end of Q4 2025, 410 institutions reported holding PJT Partners Inc. Class A (PJT) in their 13F filings, up 16 from Q3 2025. 48 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($621.8M), Vanguard Group Inc. ($416.3M) and State Street Corp. ($155.4M). 9 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 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions48$60.8M
Exits40$122.4M

All 13F filers, Q3 2025 → Q4 2025: 1,521,675 shares bought and 1,958,939 shares sold, net −437,264 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 410 holders

BlackRock, Inc. 0.01% Add +1.2% 3,719,100 $621.8M
Vanguard Group Inc. 0.01% Reduce -0.9% 2,490,098 $416.3M
State Street Corp. 0.01% Reduce -1.9% 929,262 $155.4M
Geode Capital Management, LLC 0.01% Add +2.5% 682,886 $114.2M
Morgan Stanley 0.01% Add +7.5% 659,729 $110.3M
Wasatch Advisors LP 0.58% Add +52.1% 587,109 $98.2M
Congress Asset Management Co. 0.69% Add +9.9% 583,926 $97.6M
FMR LLC 0.01% Reduce -1.5% 579,921 $97.0M
Alliancebernstein L.P. 0.03% Add +14.2% 577,517 $96.6M
Invesco Ltd. 0.01% Add +3.2% 535,857 $89.6M
Raymond James Financial Inc. 0.02% Reduce -5.8% 437,281 $74.0M
Clearbridge Investments, LLC 0.05% Reduce -7.3% 380,485 $63.6M
Dimensional Fund Advisors LP 0.01% Add +0.3% 360,040 $60.2M
Bank of America Corp. 0.00% Add +2.5% 344,798 $57.7M
Loomis Sayles & Co. L P 0.06% Reduce -4.5% 320,245 $53.5M
Goldman Sachs Group Inc. 0.01% Reduce -21.1% 291,800 $48.8M
Northern Trust Corp. 0.01% Reduce -4.3% 273,201 $45.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.2% 252,757 $42.3M
Wellington Management Group LLP 0.01% Reduce -28.6% 225,301 $37.7M
Capital Research Global Investors 0.01% No change 220,074 $36.8M
Champlain Investment Partners, LLC 0.36% Reduce -48.5% 213,168 $35.6M
Schroder Investment Management Group 0.03% Reduce -4.1% 207,552 $35.2M
Bank of New York Mellon Corp 0.01% Reduce -4.7% 205,617 $34.4M
Massachusetts Financial Services Co. 0.01% Reduce -6.1% 195,596 $32.7M
Woodline Partners LP 0.12% New 187,248 $31.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +36.3% 187,090 $31.3M
Principal Financial Group Inc. 0.01% Add +10.3% 164,039 $27.4M
Rockefeller Capital Management L.P. 0.05% Reduce -6.2% 154,619 $25.9M
T. Rowe Price Investment Management, Inc. 0.02% Reduce -52.5% 150,346 $25.1M
Tudor Investment Corporation 0.14% Add +61.7% 149,951 $25.1M
TimesSquare Capital Management, LLC 0.36% Add +8.0% 142,496 $23.8M
Nomura Asset Management International Inc. 0.04% — 141,917 $23.7M
D. E. Shaw & Co. 0.02% Add +186.4% 137,831 $23.0M
Tidal Investments LLC 0.09% Add +0.0% 135,240 $22.6M
Janus Henderson Group PLC 0.01% Add +108.7% 121,918 $20.4M
Bessemer Group Inc. 0.03% Add +1446.5% 115,000 $19.2M
Public Sector Pension Investment Board 0.06% Add +21.0% 114,717 $19.2M
Wells Fargo & Company 0.00% Add +8.4% 108,789 $18.2M
Prospect Capital Advisors, LLC 8.28% No change 96,030 $16.1M
Mutual of America Capital Management LLC 0.14% Add +2.8% 80,539 $13.5M
BNP Paribas Financial Markets 0.01% Add +10.1% 80,144 $13.4M
Osaic Holdings, Inc. 0.02% Add +1.1% 78,476 $13.1M
Flputnam Investment Management Co. 0.17% Add +0.5% 68,485 $11.5M
Aberdeen Group plc 0.02% Reduce -27.9% 65,728 $11.0M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +462.4% 64,674 $10.8M
Barclays PLC 0.00% Add +31.3% 63,613 $10.6M
GW&K Investment Management, LLC 0.09% Add +44.9% 63,361 $10.6M
Legal & General Group Plc 0.00% Reduce -5.2% 62,331 $10.4M
Ameriprise Financial Inc. 0.00% Reduce -7.0% 62,257 $10.4M
Rhumbline Advisers 0.01% Reduce -7.8% 61,405 $10.3M
Natixis 0.04% New 61,000 $10.2M
Envestnet Asset Management Inc. 0.00% Reduce -22.8% 59,448 $9.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.3% 58,559 $9.8M
Citadel Advisors 0.01% Reduce -27.6% 57,332 $9.6M
Advisors Capital Management, LLC 0.11% Reduce -6.6% 56,869 $9.5M
Public Employees Retirement System of Ohio 0.03% Add +28.2% 53,868 $9.0M
Thornburg Investment Management Inc. 0.11% Add +30.6% 53,566 $9.0M
Two Sigma Investments, LP 0.01% Reduce -37.4% 53,188 $8.9M
Voloridge Investment Management, LLC 0.03% Add +15.0% 52,356 $8.8M
Nuveen, LLC 0.00% Reduce -31.3% 50,773 $8.5M
Grandeur Peak Global Advisors, LLC 1.12% Add +22.8% 49,737 $8.3M
First Trust Advisors LP 0.01% Add +7.9% 46,361 $7.8M
Swiss National Bank 0.00% Add +1.3% 45,635 $7.6M
Harbor Advisors LLC 1.04% No change 41,519 $6.9M
UBS Group AG 0.00% Reduce -67.1% 41,158 $6.9M
Jane Street Group, LLC 0.01% Reduce -20.2% 40,813 $6.8M
Ieq Capital, LLC 0.02% No change 39,049 $6.5M
Asset Management Group, Inc. 0.98% Add +0.0% 36,369 $6.1M
Kornitzer Capital Management Inc. 0.12% Add +28.8% 35,055 $5.9M
Qube Research & Technologies Ltd 0.01% Reduce -55.4% 33,642 $5.6M
HSBC Holdings PLC 0.00% Add +10.3% 31,930 $5.4M
Voleon Capital Management LP 0.11% Add +448.6% 31,426 $5.3M
F/m Investments LLC 0.20% Reduce -3.6% 30,893 $5.2M
Victory Capital Management Inc. 0.00% Add +2.3% 27,957 $4.7M
Quartz Partners, LLC 1.70% Add +10.0% 27,269 $4.6M
JPMorgan Chase & Co. 0.00% Reduce -75.7% 26,832 $4.5M
Prospector Partners LLC 9.60% Reduce -50.3% 26,800 $4.5M
Man Group plc 0.01% Reduce -12.2% 26,470 $4.4M
Millennium Management 0.00% Reduce -30.2% 25,997 $4.3M
Citigroup Inc. 0.00% Add +105.5% 25,820 $4.3M
Trexquant Investment LP 0.04% New 23,998 $4.0M
Two Sigma Advisers, LP 0.01% Reduce -11.9% 23,700 $4.0M
Prudential Financial Inc. 0.00% Reduce -6.0% 22,701 $3.9M
T. Rowe Price Associates Inc. 0.00% Add +3.9% 22,056 $3.7M
Orion Porfolio Solutions, LLC 0.03% Reduce -13.3% 22,009 $3.7M
California State Teachers Retirement System 0.00% Add +4.3% 21,901 $3.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -9.2% 21,239 $3.5M
Cresset Asset Management, LLC 0.01% Add +0.2% 21,058 $3.5M
Arkadios Wealth Advisors 0.07% Add +7.4% 21,055 $3.5M
Creative Planning 0.00% Add +26.9% 20,987 $3.5M
Deutsche Bank AG 0.00% Add +2.5% 20,322 $3.4M
Campbell & CO Investment Adviser LLC 0.16% Add +531.3% 20,005 $3.3M
Engineers Gate Manager LP 0.04% Add +614.6% 19,773 $3.3M
MAI Capital Management 0.02% Reduce -30.3% 18,071 $3.0M
State of Alaska, Department of Revenue 0.03% Add +28.5% 17,010 $2.8M
Thrivent Financial for Lutherans 0.01% Reduce -4.8% 16,702 $2.8M
Martingale Asset Management L P 0.07% Reduce -1.1% 16,625 $2.8M
Independent Solutions Wealth Management, LLC 0.50% Reduce -4.3% 16,284 $2.7M
Los Angeles Capital Management LLC 0.01% No change 16,057 $2.7M
EFG International AG 0.05% — 16,210 $2.7M
Voya Investment Management LLC 0.00% Add +11.2% 16,074 $2.7M
Teacher Retirement System of Texas 0.01% Add +2.0% 15,601 $2.6M
Alps Advisors Inc. 0.02% Reduce -6.5% 15,475 $2.6M
Stifel Financial Corp. 0.00% Reduce -68.7% 14,555 $2.4M
Gotham Asset Management 0.01% Add +0.9% 14,536 $2.4M
Crestwood Advisors Group, LLC 0.04% Add +0.5% 14,339 $2.4M
Gator Capital Management, LLC 0.48% New 13,928 $2.3M
GAMCO Investors 0.02% Add +0.7% 13,870 $2.3M
Kennedy Capital Management LLC 0.05% Add +0.4% 13,486 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +9.8% 13,325 $2.2M
Sei Investments Co. 0.00% Add +8.7% 13,290 $2.2M
LPL Financial LLC 0.00% Add +3.3% 13,188 $2.2M
Comerica Bank 0.01% Reduce -16.7% 13,157 $2.2M
MetLife Investment Management, LLC 0.01% Reduce -5.3% 12,784 $2.1M
Illinois Municipal Retirement Fund 0.03% Reduce -1.7% 12,487 $2.1M
Anchor Capital Advisors LLC 0.06% Add +9.0% 12,466 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -10.2% 12,403 $2.1M
New York State Teachers Retirement System 0.00% Reduce -4.0% 11,957 $2.0M
Wesbanco Bank Inc. 0.05% No change 11,736 $2.0M
American Century Companies Inc. 0.00% Add +0.7% 11,615 $1.9M
Y-Intercept (Hong Kong) Ltd 0.04% New 11,559 $1.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.7% 11,550 $1.9M
TD Asset Management Inc 0.00% Reduce -31.1% 11,216 $1.9M
Diversify Wealth Management, LLC 0.09% Add +2.4% 10,483 $1.9M
Louisiana State Employees Retirement System 0.03% Reduce -0.9% 11,100 $1.9M
AQR Capital Management 0.00% Reduce -4.3% 10,743 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.3% 10,653 $1.8M
Aquatic Capital Management LLC 0.05% Reduce -42.0% 10,582 $1.8M
New York State Common Retirement Fund 0.00% No change 10,373 $1.7M
SG Americas Securities, LLC 0.00% Add +199.3% 9,775 $1.6M
Westover Capital Advisors, LLC 0.29% Reduce -1.8% 9,567 $1.6M
PEAK6 LLC 0.04% New 9,487 $1.6M
National Philanthropic Trust 0.02% No change 9,438 $1.6M
Harbor Capital Advisors, Inc. 0.12% Add +4.4% 9,220 $1.5M
Integrated Quantitative Investments LLC 0.32% Add +16.6% 8,987 $1.5M
Credit Agricole S A 0.00% Reduce -49.1% 8,914 $1.5M
Bridge City Capital, LLC 0.43% Reduce -14.1% 8,717 $1.5M
Handelsbanken Fonder AB 0.00% Add +50.0% 8,400 $1.4M
Intech Investment Management LLC 0.01% No change 8,241 $1.4M
Jackson Creek Investment Advisors LLC 0.41% New 8,210 $1.4M
Quantinno Capital Management LP 0.00% Add +22.2% 8,055 $1.3M
Truist Financial Corp. 0.00% Reduce -7.4% 7,964 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -12.8% 6,637 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 7,411 $1.2M
Royal Bank of Canada 0.00% Add +8.4% 7,208 $1.2M
Amalgamated Bank 0.01% Add +1.9% 7,020 $1.2M
Klingman & Associates, LLC 0.06% Reduce -35.0% 6,880 $1.2M
State Board of Administration of Florida Retirement System 0.00% No change 6,781 $1.1M
Dean Investment Associates, LLC 0.16% Reduce -26.1% 6,742 $1.1M
KLP Kapitalforvaltning As 0.00% Reduce -4.3% 6,700 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +48.5% 6,554 $1.1M
Pittenger & Anderson Inc. 0.04% No change 6,450 $1.1M
Arizona State Retirement System 0.01% Reduce -6.5% 6,417 $1.1M
Glenmede Trust Co. NA 0.01% — 6,344 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -0.9% 6,307 $1.1M
Cary Street Partners Financial LLC 0.03% No change 6,262 $1.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -7.7% 6,255 $1.0M
Portside Wealth Group, LLC 0.14% Reduce -0.2% 6,064 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -12.4% 6,020 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.8% 6,018 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -2.6% 5,953 $995K
Dana Investment Advisors, Inc. 0.03% Add +0.8% 5,810 $971K
Horizon Investments, LLC 0.01% Add +36.7% 5,807 $971K
XTX Topco Ltd 0.03% New 5,726 $957K
HighTower Advisors, LLC 0.00% Add +1.4% 5,661 $946K
State of Tennessee, Department of Treasury 0.00% Reduce -34.2% 5,412 $936K
Oregon Public Employees Retirement Fund 0.01% Add +1.2% 5,563 $930K
Gibbs Wealth Management 0.21% Reduce -5.1% 4,819 $865K
Verition Fund Management LLC 0.00% Add +75.2% 4,764 $797K
Diversified Trust Co. 0.01% Reduce -3.8% 4,564 $763K
Susquehanna Fundamental Investments, LLC 0.03% New 4,550 $761K
First Bank & Trust 0.12% Reduce -5.4% 4,542 $759K
ProShare Advisors LLC 0.00% Add +3.0% 4,485 $750K
Point72 Asset Management 0.00% New 4,465 $747K
Franklin Resources Inc. 0.00% Reduce -0.2% 4,457 $745K
Odyssean, LLC 0.52% — 4,299 $719K
Guardian Investment Management 0.56% Reduce -5.5% 4,259 $712K
Norden Group LLC 0.07% Reduce -2.8% 4,245 $710K
Diversify Advisory Services, LLC 0.02% Add +6.3% 3,399 $639K
Guggenheim Capital LLC 0.00% New 3,701 $619K
STRS Ohio 0.00% Reduce -46.4% 3,700 $619K
Alliance Wealth Advisors, LLC 0.13% Reduce -28.1% 3,649 $610K
MML Investors Services, LLC 0.00% Add +13.3% 3,581 $599K
Maryland State Retirement & Pension System 0.01% Add +1.9% 3,561 $595K
Principle Wealth Partners LLC 0.03% No change 3,505 $586K
Pictet Asset Management Holding SA 0.00% No change 3,503 $586K
Intrust Bank NA 0.05% Reduce -1.6% 3,317 $555K
Atria Investments, Inc 0.01% Reduce -6.8% 3,182 $532K
Advisory Services Network, LLC 0.01% Reduce -1.4% 3,027 $506K
Susquehanna International Group, LLP 0.00% Add +63.1% 3,011 $503K
Cerity Partners LLC 0.00% Add +98.7% 2,989 $500K
Aviva PLC 0.00% Add +10.1% 2,910 $487K
Independent Financial Group, LLC 0.01% Reduce -25.4% 2,886 $483K
Bokf, NA 0.01% Reduce -0.7% 2,884 $482K
Fiduciary Trust Co 0.01% Reduce -0.4% 2,865 $479K
Vise Technologies, Inc. 0.01% Add +18.7% 2,760 $462K
United Bank 0.06% No change 2,675 $447K
Russell Investments Group, Ltd. 0.00% Reduce -2.6% 2,591 $433K
Linden Thomas Advisory Services, LLC 0.04% Add +0.2% 2,556 $427K
Vestcor Inc 0.01% No change 2,528 $423K
Cynosure Group, LLC 0.04% New 2,508 $419K
Vanguard Personalized Indexing Management, LLC 0.00% Add +4.4% 2,470 $413K
denkapparat Operations GmbH 0.22% No change 2,468 $413K
Amplius Wealth Advisors, LLC 0.03% Add +0.2% 2,430 $406K
Axq Capital, LP 0.09% New 2,426 $406K
M&T Bank Corp 0.00% Add +2.1% 2,389 $400K
Fox Run Management, L.L.C. 0.06% Reduce -25.1% 2,345 $392K
Perbak Capital Partners LLP 0.12% Reduce -64.8% 2,282 $382K
Cetera Investment Advisers 0.00% Add +17.3% 2,270 $380K
Wealth Enhancement Advisory Services, LLC 0.00% Add +7.7% 2,076 $377K
State of Wisconsin Investment Board 0.00% Reduce -19.9% 2,235 $374K
Prelude Capital Management, LLC 0.03% Add +34.8% 2,233 $373K
Praxis Investment Management Inc. 0.02% No change 2,170 $363K
SeaCrest Wealth Management, LLC 0.04% Reduce -23.1% 2,011 $362K
Swiss Life Asset Management Ltd 0.00% New 2,153 $360K
AlphaQuest LLC 0.02% Add +427.7% 2,132 $356K
Bridgewater Associates 0.00% New 2,123 $355K
Captrust Financial Advisors 0.00% Reduce -0.5% 2,120 $354K
Farther Finance Advisors, LLC 0.00% Add +78.5% 2,085 $349K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -39.0% 2,074 $347K
Dynamic Technology Lab Private Ltd 0.08% Reduce -36.3% 2,043 $341K
Concurrent Investment Advisors, LLC 0.00% New 2,011 $336K
Account Management LLC 0.35% No change 1,937 $324K
Park Place Capital Corp 0.07% No change 1,900 $318K
Nisa Investment Advisors, LLC 0.00% Reduce -5.1% 1,887 $316K
Marshall Wace, LLP 0.00% Reduce -49.4% 1,871 $313K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.9% 1,866 $312K
Jump Financial, LLC 0.00% Reduce -73.5% 1,841 $308K
Journey Retirement Planning & Investment Management LLC 0.06% — 1,830 $306K
Public Employees Retirement Association of Colorado 0.00% No change 1,828 $306K
Xponance LLC 0.00% Add +0.3% 1,814 $303K
Old National Bancorp 0.01% Add +2.2% 1,798 $301K
Prospera Financial Services Inc 0.00% No change 1,785 $298K
Magnetar Financial LLC 0.00% New 1,744 $292K
Bank of Montreal 0.00% Reduce -15.8% 1,743 $291K
Private Advisor Group, LLC 0.00% Add +0.2% 1,728 $289K
Citizens Financial Group Inc. 0.00% Add +5.2% 1,727 $289K
PDT Partners, LLC 0.02% New 1,700 $284K
Clear Harbor Asset Management, LLC 0.02% Reduce -1.8% 1,672 $280K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -10.4% 1,645 $275K
Turtle Creek Wealth Advisors, LLC 0.02% New 1,627 $272K
Fred Alger Management, LLC 0.00% Reduce -6.2% 1,609 $269K
Parallel Advisors, LLC 0.00% Reduce -31.9% 1,605 $268K
&partners 0.00% Reduce -3.6% 1,596 $267K
SummitTX Capital, L.P. 0.01% Reduce -58.4% 1,581 $264K
PharVision Advisers, LLC 0.13% New 1,561 $261K
Ausdal Financial Partners, Inc. 0.01% Add +7.4% 1,559 $261K
D.A. Davidson & Co. 0.00% Reduce -11.4% 1,552 $259K
O'shaughnessy Asset Management, LLC 0.00% Reduce -32.5% 1,541 $258K
Cibc World Markets Corp. 0.00% — 1,521 $254K
Legacy Financial Group, Inc. 0.07% No change 1,504 $251K
Entropy Technologies, LP 0.01% New 1,500 $251K
Mackenzie Financial Corp. 0.00% Reduce -82.2% 1,432 $243K
NDVR, Inc. 0.20% Reduce -16.6% 1,419 $237K
Perigon Wealth Management, LLC 0.00% Add +2.8% 1,410 $236K
Legato Capital Management LLC 0.02% Reduce -48.6% 1,377 $230K
Ensign Peak Advisors, Inc 0.00% Reduce -69.0% 1,280 $214K
PNC Financial Services Group, Inc. 0.00% Reduce -25.8% 1,224 $205K
Level Four Advisory Services, LLC 0.01% Reduce -2.2% 1,213 $203K
New Age Alpha Advisors, LLC 0.01% Add +6.9% 1,203 $201K
State of Wyoming 0.02% New 1,093 $183K
Smartleaf Asset Management LLC 0.01% Add +2.4% 897 $152K
Quantbot Technologies LP 0.00% Reduce -96.8% 775 $130K
Huntington National Bank 0.00% Reduce -4.0% 711 $119K
First Horizon Corp. 0.01% Add +6.3% 670 $112K
US Bancorp \de 0.00% Reduce -3.8% 630 $105K
KBC Group NV 0.00% No change 587 $98K
GAMMA Investing LLC 0.00% Reduce -2.0% 584 $98K
Osbon Capital Management LLC 0.09% — 559 $93K
Exchange Traded Concepts, LLC 0.00% New 515 $86K
Caitong International Asset Management Co., Ltd 0.02% Add +2338.1% 512 $86K
Centerpoint Advisors, LLC 0.03% No change 500 $84K
Quadrant Capital Group LLC 0.00% Reduce -5.0% 479 $80K
Pinnacle Wealth Planning Services, Inc. 0.01% New 447 $75K
Federated Hermes, Inc. 0.00% Reduce -18.3% 430 $72K
Kestra Advisory Services, LLC 0.00% New 390 $65K
Tower Research Capital LLC (TRC) 0.00% Reduce -80.7% 377 $63K
ESL Trust Services, LLC 0.01% No change 375 $63K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 285 $48K
Allworth Financial LP 0.00% Add +85.8% 288 $48K
Global Retirement Partners, LLC 0.00% Add +0.9% 235 $39K
Signaturefd, LLC 0.00% Reduce -4.5% 232 $39K
Salomon & Ludwin, LLC 0.00% Reduce -10.0% 206 $37K
Versant Capital Management, Inc 0.00% Add +0.9% 218 $36K
Covestor Ltd 0.02% Reduce -9.1% 210 $35K
DV Trading LLC 0.00% — 200 $33K
Jones Financial Companies LLLP 0.00% Reduce -12.0% 191 $32K
Lanark Financial, Inc. 0.00% No change 180 $30K
SJS Investment Consulting Inc. 0.00% Add +7750.0% 157 $26K
Cwm, LLC 0.00% Reduce -16.6% 151 $25K
Sterling Capital Management LLC 0.00% Add +166.1% 149 $25K
V-Square Quantitative Management LLC 0.00% New 141 $24K
Camelot Portfolios, LLC 0.01% New 137 $23K
UMB Bank, n.a. 0.00% Reduce -8.7% 136 $23K
Harvest Fund Management Co., Ltd 0.00% Reduce -10.2% 123 $21K
Arax Advisory Partners 0.00% Reduce -9.0% 121 $20K
Kemnay Advisory Services Inc. 0.00% New 121 $20K
Crewe Advisors LLC 0.00% Add +20.4% 106 $18K
Quarry LP 0.00% New 105 $18K
CENTRAL TRUST Co 0.00% Add +5.0% 105 $18K
Steward Partners Investment Advisory, LLC 0.00% Reduce -25.0% 105 $18K
Rossby Financial, LCC 0.01% Add +74.6% 103 $17K
Costello Asset Management, INC 0.01% No change 100 $17K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +733.3% 100 $17K
Key Financial Inc 0.00% No change 100 $17K
Danske Bank A/S 0.00% No change 100 $17K
EverSource Wealth Advisors, LLC 0.00% Reduce -26.0% 94 $16K
CIBC Private Wealth Group LLC 0.00% Reduce -33.3% 90 $15K
Larson Financial Group LLC 0.00% No change 89 $15K
Sunbelt Securities, Inc. 0.00% No change 82 $14K
International Assets Investment Management, LLC 0.00% New 76 $13K
SBI Securities Co., Ltd. 0.00% Reduce -11.8% 75 $13K
2UniFi Bank 0.01% No change 70 $12K
Hantz Financial Services, Inc. 0.00% Add +750.0% 68 $11K
Evelyn Partners Asset Management Ltd 0.00% No change 65 $11K
Whittier Trust Co. 0.00% No change 59 $11K
GHP Investment Advisors, Inc. 0.00% No change 64 $11K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 62 $10K
IFP Advisors, Inc 0.00% Reduce -23.7% 58 $10K
Clearstead Advisors, LLC 0.00% Add +26.7% 57 $10K
Root Financial Partners, LLC 0.00% Add +12.0% 56 $9K
Rothschild Investment LLC 0.00% No change 54 $9K
Assetmark, Inc. 0.00% Reduce -5.3% 54 $9K
Bare Financial Services, Inc 0.00% Add +26.2% 53 $9K
MassMutual Private Wealth & Trust, FSB 0.00% No change 53 $9K
Sound Income Strategies, LLC 0.00% New 45 $8K
Fifth Third Bancorp 0.00% Reduce -2.0% 50 $8K
JTC Employer Solutions Trustee Ltd 0.00% No change 48 $8K
Private Wealth Management Group, LLC 0.00% No change 42 $7K
Wolff Wiese Magana LLC 0.00% No change 41 $7K
WealthCollab, LLC 0.00% No change 41 $7K
Laurel Wealth Advisors LLC 0.00% New 37 $6K
Thompson Investment Management, Inc. 0.00% No change 37 $6K
LRI Investments, LLC 0.00% No change 37 $6K
Bell Investment Advisors, Inc 0.00% No change 34 $6K
Concord Wealth Partners 0.00% No change 32 $5K
Morse Asset Management, Inc 0.00% Reduce -93.1% 30 $5K
Compagnie Lombard Odier SCmA 0.00% No change 30 $5K
Kingdom Financial Group LLC. 0.00% New 29 $5K
JFS Wealth Advisors, LLC 0.00% Add +16.0% 29 $5K
Optiver Holding B.V. 0.00% Reduce -66.7% 29 $5K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -18.8% 26 $4K
Evolution Wealth Management Inc. 0.00% New 25 $4K
Blue Bell Private Wealth Management, LLC 0.00% Add +92.3% 25 $4K
Godsey & Gibb, Inc. 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
Keating Financial Advisory Services, Inc. 0.00% — 23 $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% No change 19 $3K
Zions Bancorporation, National Association 0.00% New 18 $3K
Geneos Wealth Management Inc. 0.00% No change 18 $3K
Transamerica Financial Advisors, LLC 0.00% No change 16 $3K
Flagship Harbor Advisors, LLC 0.00% New 14 $2K
Harbour Investments, Inc. 0.00% Add +7.7% 14 $2K
Evelyn Partners Investment Management (Europe) Ltd 0.00% No change 13 $2K
Farmers & Merchants Investments Inc. 0.00% No change 13 $2K
Brown Brothers Harriman & Co. 0.00% New 13 $2K
Northwestern Mutual Wealth Management Co. 0.00% Add +8.3% 13 $2K
Dagco, Inc. 0.00% No change 12 $2K
Physician Wealth Advisors, Inc. 0.00% No change 11 $2K
SageView Advisory Group, LLC 0.00% New 11 $2K
Millstone Evans Group, LLC 0.00% No change 11 $2K
CoreCap Advisors, LLC 0.00% No change 11 $2K
Key Capital Management, INC 0.00% — 10 $2K
BOK Financial Private Wealth, Inc. 0.00% New 9 $2K
Curio Wealth, LLC 0.00% New 8 $1K
Optima Capital LLC 0.00% New 8 $1K
True Wealth Design, LLC 0.00% Reduce -11.1% 8 $1K
Creative Financial Designs Inc. 0.00% No change 8 $1K
Accordant Advisory Group Inc 0.00% No change 7 $1K
Atwood & Palmer Inc. 0.00% New 7 $1K
Cape Investment Advisory, Inc. 0.00% No change 7 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 6 $1K
Cullen/Frost Bankers, Inc. 0.00% New 6 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 6 $1K
Capital Analysts, LLC 0.00% No change 8 $1K
Darwin Wealth Management, LLC 0.00% No change 5 $838
Nova Wealth Management, Inc. 0.00% No change 5 $836
Kilter Group LLC 0.00% No change 5 $836
Manchester Capital Management LLC 0.00% No change 5 $836
AdvisorNet Financial, Inc 0.00% No change 5 $836
Spire Wealth Management 0.00% Reduce -90.4% 5 $836
Murphy & Mullick Capital Management Corp 0.00% No change 4 $669
Fortitude Family Office, LLC 0.00% Reduce -33.3% 4 $669
SouthState Bank Corp 0.00% No change 4 $669
Walsh & Associates, LLC 0.00% — 4 $668
Abound Wealth Management 0.00% Add +50.0% 3 $557
NewEdge Advisors, LLC 0.00% No change 3 $542
Ankerstar Wealth, LLC 0.00% — 3 $502
Brown, Lisle/Cummings, Inc. 0.00% No change 3 $502
DiNuzzo Private Wealth, Inc. 0.00% No change 3 $502
Trust Co. of Toledo NA 0.00% No change 3 $502
Federation des caisses Desjardins du Quebec 0.00% No change 3 $502
Strategic Advocates LLC 0.00% No change 2 $339
Gilpin Wealth Management, LLC 0.00% — 2 $335
Sachetta, LLC 0.00% No change 2 $335
Rialto Wealth Management, LLC 0.00% No change 2 $335
HFM Investment Advisors, LLC 0.00% No change 2 $335
TD Capital Management LLC 0.00% New 2 $335
Truvestments Capital LLC 0.00% No change 2 $334
SHP Wealth Management 0.00% — 2 $334
TFC Financial Management, Inc. 0.00% No change 1 $168
Essential Partners LLC 0.00% Reduce -66.7% 1 $167
Trust Co. of Vermont 0.00% No change 1 $167
Bogart Wealth, LLC 0.00% No change 1 $167
Bay Harbor Wealth Management, LLC 0.00% No change 1 $167
Dunhill Financial, LLC 0.00% New 1 $86

"% 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.