PJT Partners Inc. Class APJT
13F holders, Q1 2026 (March 31)399holders −11
48new positions
58sold out
9famous investors
$139.86avg. 13F price*
At the end of Q1 2026, 399 institutions reported holding PJT Partners Inc. Class A (PJT) in their 13F filings, down 11 from Q4 2025. 48 opened new positions and 58 sold out. The largest holders were BlackRock, Inc. ($516.0M), Vanguard Portfolio Management LLC ($177.1M) and Vanguard Capital Management LLC ($146.4M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- PJT Partners Inc. Class A
- CUSIP
- 69343T107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $57.2M |
| Exits | 58 | $92.2M |
All 13F filers, Q4 2025 → Q1 2026: 2,143,699 shares bought and 2,097,427 shares sold, net +46,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 399 holders
| BlackRock, Inc. | 0.01% | Reduce -0.7% | 3,693,126 | $516.0M |
| Vanguard Portfolio Management LLC | 0.01% | — | 1,267,368 | $177.1M |
| Vanguard Capital Management LLC | 0.00% | — | 1,048,086 | $146.4M |
| State Street Corp. | 0.00% | Add +4.0% | 966,150 | $135.0M |
| Wasatch Advisors LP | 0.77% | Add +40.4% | 824,537 | $115.2M |
| Geode Capital Management, LLC | 0.01% | Add +10.0% | 751,035 | $105.0M |
| FMR LLC | 0.01% | Add +21.3% | 703,326 | $98.3M |
| Morgan Stanley | 0.01% | Reduce -4.3% | 631,303 | $88.2M |
| Congress Asset Management Co. | 0.61% | Add +3.5% | 604,352 | $84.4M |
| Raymond James Financial Inc. | 0.02% | Reduce -3.3% | 423,018 | $58.6M |
| Clearbridge Investments, LLC | 0.05% | Reduce -1.0% | 376,736 | $52.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.6% | 369,377 | $51.6M |
| Bank of America Corp. | 0.00% | Reduce -8.3% | 316,011 | $44.2M |
| Loomis Sayles & Co. L P | 0.06% | Reduce -7.7% | 295,584 | $41.3M |
| Point72 Asset Management | 0.07% | Add +6409.4% | 290,646 | $40.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.3% | 287,962 | $40.2M |
| Northern Trust Corp. | 0.01% | Add +0.9% | 275,751 | $38.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.9% | 262,549 | $36.7M |
| Massachusetts Financial Services Co. | 0.01% | Add +17.8% | 230,362 | $32.2M |
| Champlain Investment Partners, LLC | 0.38% | Add +1.0% | 215,241 | $30.1M |
| Schroder Investment Management Group | 0.02% | Reduce -1.8% | 203,853 | $28.2M |
| Capital Research Global Investors | 0.00% | Reduce -9.1% | 200,000 | $27.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +6.6% | 199,502 | $27.9M |
| Principal Financial Group Inc. | 0.01% | Add +15.1% | 188,774 | $26.4M |
| Wellington Management Group LLP | 0.00% | Reduce -17.4% | 186,079 | $26.0M |
| Janus Henderson Group PLC | 0.01% | Add +49.3% | 181,980 | $25.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.8% | 179,396 | $25.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 166,920 | $23.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -77.1% | 132,159 | $22.1M |
| Longaeva Partners L.P. | 1.04% | New | 154,987 | $21.7M |
| Public Sector Pension Investment Board | 0.07% | Add +32.5% | 151,962 | $21.2M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -12.4% | 135,505 | $18.9M |
| Aberdeen Group plc | 0.03% | Add +99.9% | 131,390 | $18.4M |
| Citadel Advisors | 0.01% | Add +127.6% | 130,502 | $18.2M |
| BNP Paribas Financial Markets | 0.01% | Add +60.4% | 128,528 | $18.0M |
| TimesSquare Capital Management, LLC | 0.30% | Reduce -11.9% | 125,534 | $17.5M |
| Woodline Partners LP | 0.06% | Reduce -36.4% | 119,170 | $16.7M |
| Tidal Investments LLC | 0.05% | Reduce -14.9% | 115,046 | $16.1M |
| Bessemer Group Inc. | 0.02% | Reduce -12.3% | 100,908 | $14.1M |
| Tudor Investment Corporation | 0.08% | Reduce -32.7% | 100,908 | $14.1M |
| Prospect Capital Advisors, LLC | 7.63% | Add +2.3% | 98,230 | $13.7M |
| Invesco Ltd. | 0.00% | Reduce -83.3% | 89,418 | $12.5M |
| Two Sigma Investments, LP | 0.01% | Add +59.7% | 84,947 | $11.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +144.8% | 82,346 | $11.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -40.5% | 82,022 | $11.5M |
| Mutual of America Capital Management LLC | 0.13% | Reduce -0.4% | 80,214 | $11.2M |
| Wells Fargo & Company | 0.00% | Reduce -27.1% | 79,361 | $11.1M |
| Osaic Holdings, Inc. | 0.02% | Add +0.7% | 79,015 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.1% | 71,978 | $10.1M |
| Flputnam Investment Management Co. | 0.14% | Reduce -1.3% | 67,611 | $9.4M |
| GW&K Investment Management, LLC | 0.08% | Add +0.3% | 63,573 | $8.9M |
| Rhumbline Advisers | 0.01% | Add +2.2% | 62,775 | $8.8M |
| Voloridge Investment Management, LLC | 0.03% | Add +16.8% | 61,145 | $8.5M |
| Advisors Capital Management, LLC | 0.10% | Add +7.5% | 61,144 | $8.5M |
| Public Employees Retirement System of Ohio | 0.03% | Add +11.1% | 59,841 | $8.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.8% | 59,005 | $8.2M |
| Sei Investments Co. | 0.01% | Add +331.0% | 57,283 | $8.0M |
| Legal & General Group Plc | 0.00% | Reduce -9.0% | 56,711 | $7.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -13.1% | 56,188 | $7.9M |
| Thornburg Investment Management Inc. | 0.08% | Add +4.6% | 56,023 | $7.8M |
| Susquehanna Fundamental Investments, LLC | 0.28% | Add +1092.4% | 54,255 | $7.6M |
| Captrust Financial Advisors | 0.01% | Add +2455.1% | 54,167 | $7.6M |
| Citigroup Inc. | 0.00% | Add +108.7% | 53,882 | $7.5M |
| Ieq Capital, LLC | 0.03% | Add +35.1% | 52,763 | $7.4M |
| Millennium Management | 0.01% | Add +100.8% | 52,214 | $7.3M |
| Grandeur Peak Global Advisors, LLC | 1.69% | Add +4.0% | 51,710 | $7.2M |
| Nuveen, LLC | 0.00% | Reduce -0.7% | 50,434 | $7.0M |
| Renaissance Technologies | 0.01% | New | 47,700 | $6.7M |
| Swiss National Bank | 0.00% | No change | 45,635 | $6.4M |
| Trexquant Investment LP | 0.04% | Add +85.0% | 44,390 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -31.2% | 42,826 | $6.0M |
| UBS Group AG | 0.00% | Add +1.5% | 41,779 | $5.8M |
| Harbor Advisors LLC | 0.84% | No change | 41,519 | $5.8M |
| Barclays PLC | 0.00% | Reduce -39.9% | 38,225 | $5.3M |
| Man Group plc | 0.01% | Add +39.0% | 36,792 | $5.1M |
| Kornitzer Capital Management Inc. | 0.11% | No change | 35,055 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Add +31.6% | 35,311 | $4.9M |
| Asset Management Group, Inc. | 0.79% | Reduce -4.3% | 34,810 | $4.9M |
| First Trust Advisors LP | 0.00% | Reduce -27.4% | 33,674 | $4.7M |
| Creative Planning | 0.00% | Add +53.5% | 32,219 | $4.5M |
| Emerald Investment Advisers, LLC | 0.38% | — | 30,513 | $4.3M |
| Quartz Partners, LLC | 1.62% | Add +10.4% | 30,094 | $4.2M |
| Balyasny Asset Management L.P. | 0.01% | New | 30,022 | $4.2M |
| Victory Capital Management Inc. | 0.00% | Add +1.6% | 28,389 | $4.0M |
| California State Teachers Retirement System | 0.00% | Add +27.3% | 27,881 | $3.9M |
| Voleon Capital Management LP | 0.08% | Reduce -11.6% | 27,777 | $3.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.6% | 27,031 | $3.8M |
| PEAK6 LLC | 0.11% | Add +184.5% | 26,988 | $3.8M |
| Prudential Financial Inc. | 0.00% | Add +8.5% | 24,631 | $3.4M |
| Arkadios Wealth Advisors | 0.05% | Add +11.8% | 23,531 | $3.3M |
| Cinctive Capital Management LP | 0.21% | New | 22,847 | $3.2M |
| Deutsche Bank AG | 0.00% | Add +11.7% | 22,700 | $3.2M |
| Squarepoint Ops LLC | 0.01% | New | 21,857 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -3.8% | 21,176 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Add +0.3% | 21,129 | $3.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 20,649 | $2.9M |
| Engineers Gate Manager LP | 0.04% | Add +3.8% | 20,527 | $2.9M |
| Jain Global LLC | 0.04% | New | 20,484 | $2.9M |
| AQR Capital Management | 0.00% | Add +88.2% | 20,219 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.3% | 20,112 | $2.8M |
| Campbell & CO Investment Adviser LLC | 0.15% | Reduce -8.8% | 18,238 | $2.5M |
| Quantinno Capital Management LP | 0.00% | Add +125.7% | 18,176 | $2.5M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.3% | 16,628 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.9% | 16,225 | $2.3M |
| Independent Solutions Wealth Management, LLC | 0.33% | Reduce -0.7% | 16,169 | $2.3M |
| Quantbot Technologies LP | 0.09% | Add +1973.9% | 16,073 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +433.3% | 16,059 | $2.2M |
| Los Angeles Capital Management LLC | 0.01% | No change | 16,057 | $2.2M |
| Johnson Investment Counsel Inc. | 0.02% | New | 16,035 | $2.2M |
| XTX Topco Ltd | 0.04% | Add +178.1% | 15,924 | $2.2M |
| Martingale Asset Management L P | 0.06% | Reduce -4.3% | 15,915 | $2.2M |
| MAI Capital Management | 0.01% | Reduce -12.2% | 15,862 | $2.2M |
| Diversify Wealth Management, LLC | 0.04% | Add +38.9% | 14,565 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +7.1% | 15,590 | $2.2M |
| Anchor Capital Advisors LLC | 0.06% | Add +23.4% | 15,385 | $2.1M |
| Alps Advisors Inc. | 0.01% | Reduce -4.7% | 14,753 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +10.5% | 14,719 | $2.1M |
| HSBC Holdings PLC | 0.00% | Reduce -54.7% | 14,454 | $2.0M |
| Gotham Asset Management | 0.01% | Reduce -0.9% | 14,399 | $2.0M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 14,296 | $2.0M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -0.5% | 14,268 | $2.0M |
| Klingman & Associates, LLC | 0.10% | Add +106.9% | 14,233 | $2.0M |
| LPL Financial LLC | 0.00% | Add +7.8% | 14,215 | $2.0M |
| GAMCO Investors | 0.02% | Reduce -3.6% | 13,370 | $1.9M |
| Kennedy Capital Management LLC | 0.04% | Reduce -1.3% | 13,315 | $1.9M |
| Illinois Municipal Retirement Fund | 0.02% | Add +6.4% | 13,281 | $1.9M |
| Trust Co. of Toledo NA | 0.18% | Add +440000.0% | 13,203 | $1.8M |
| Fifth Third Bancorp | 0.00% | Add +25948.0% | 13,024 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.5% | 12,464 | $1.7M |
| Gator Capital Management, LLC | 0.36% | Reduce -13.8% | 12,000 | $1.7M |
| American Century Companies Inc. | 0.00% | Add +2.7% | 11,929 | $1.7M |
| Handelsbanken Fonder AB | 0.01% | Add +40.5% | 11,800 | $1.6M |
| Wesbanco Bank Inc. | 0.05% | No change | 11,736 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.0% | 11,536 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.4% | 11,386 | $1.6M |
| New York State Teachers Retirement System | 0.00% | Reduce -6.5% | 11,176 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.7% | 10,800 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.4% | 10,798 | $1.5M |
| New York State Common Retirement Fund | 0.00% | No change | 10,373 | $1.4M |
| HRT Financial LP | 0.00% | New | 10,235 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -13.2% | 10,032 | $1.4M |
| Corient Private Wealth LP | 0.00% | New | 10,026 | $1.4M |
| Vanguard Global Advisers, LLC | 0.00% | — | 9,791 | $1.4M |
| National Philanthropic Trust | 0.01% | No change | 9,438 | $1.3M |
| Gibbs Wealth Management | 0.17% | Add +90.4% | 9,177 | $1.3M |
| Credit Agricole S A | 0.00% | No change | 8,914 | $1.2M |
| Westover Capital Advisors, LLC | 0.23% | Reduce -6.9% | 8,908 | $1.2M |
| Bridge City Capital, LLC | 0.33% | Reduce -0.8% | 8,648 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +5.9% | 8,432 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +26.9% | 8,314 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -49.8% | 8,062 | $1.1M |
| STRS Ohio | 0.00% | Add +113.5% | 7,900 | $1.1M |
| Shay Capital LLC | 0.15% | New | 7,700 | $1.1M |
| Perbak Capital Partners LLP | 0.25% | Add +222.0% | 7,349 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 7,326 | $1.0M |
| Dana Investment Advisors, Inc. | 0.03% | Add +20.4% | 6,996 | $977K |
| Amalgamated Bank | 0.01% | Reduce -0.9% | 6,956 | $972K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,781 | $947K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.5% | 6,468 | $904K |
| Dean Investment Associates, LLC | 0.12% | Reduce -5.9% | 6,347 | $887K |
| Arizona State Retirement System | 0.01% | Reduce -1.2% | 6,342 | $886K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 6,307 | $881K |
| Cary Street Partners Financial LLC | 0.02% | No change | 6,262 | $875K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.3% | 6,259 | $875K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 6,020 | $841K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 6,011 | $840K |
| Gsa Capital Partners LLP | 0.05% | New | 5,923 | $828K |
| Portside Wealth Group, LLC | 0.11% | Reduce -2.3% | 5,923 | $828K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 5,895 | $824K |
| Entropy Technologies, LP | 0.04% | Add +289.3% | 5,840 | $816K |
| Diversified Trust Co. | 0.01% | Add +27.0% | 5,797 | $810K |
| Numerai GP LLC | 0.08% | New | 5,591 | $781K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 5,563 | $777K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 5,465 | $764K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 5,412 | $756K |
| SG Americas Securities, LLC | 0.00% | Reduce -44.9% | 5,390 | $753K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.2% | 5,252 | $734K |
| Axq Capital, LP | 0.09% | Add +112.8% | 5,163 | $721K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -23.9% | 5,100 | $713K |
| Intech Investment Management LLC | 0.01% | Reduce -39.4% | 4,993 | $698K |
| Fox Run Management, L.L.C. | 0.12% | Add +106.2% | 4,836 | $668K |
| Franklin Resources Inc. | 0.00% | Add +6.8% | 4,759 | $665K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 4,712 | $658K |
| First Bank & Trust | 0.10% | Reduce -1.4% | 4,477 | $626K |
| Nisa Investment Advisors, LLC | 0.00% | Add +128.8% | 4,318 | $603K |
| Guardian Investment Management | 0.47% | Add +0.1% | 4,263 | $596K |
| Jones Financial Companies LLLP | 0.00% | Add +2055.5% | 4,117 | $562K |
| Atria Investments, Inc | 0.01% | Add +21.8% | 3,874 | $541K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | New | 3,862 | $540K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.4% | 3,798 | $531K |
| ProShare Advisors LLC | 0.00% | Reduce -19.9% | 3,592 | $502K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,561 | $498K |
| Norden Group LLC | 0.05% | Reduce -16.4% | 3,550 | $496K |
| Principle Wealth Partners LLC | 0.03% | Add +0.3% | 3,514 | $491K |
| M&T Bank Corp | 0.00% | Add +39.6% | 3,336 | $466K |
| State of Wisconsin Investment Board | 0.00% | Add +49.0% | 3,330 | $465K |
| Vise Technologies, Inc. | 0.01% | No change | 2,760 | $462K |
| Intrust Bank NA | 0.04% | Reduce -2.4% | 3,238 | $452K |
| Calamos Wealth Management LLC | 0.02% | New | 3,220 | $450K |
| Calamos Advisors LLC | 0.00% | New | 3,220 | $450K |
| Aviva PLC | 0.00% | Add +8.0% | 3,143 | $439K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +24.9% | 3,086 | $431K |
| Advisory Services Network, LLC | 0.01% | Add +1.9% | 3,083 | $431K |
| Bokf, NA | 0.01% | Add +6.9% | 3,082 | $431K |
| Brown Brothers Harriman & Co. | 0.00% | Add +23253.8% | 3,036 | $424K |
| FORA Capital, LLC | 0.03% | New | 2,980 | $416K |
| Cetera Investment Advisers | 0.00% | Add +29.3% | 2,934 | $410K |
| Fiduciary Trust Co | 0.00% | No change | 2,865 | $400K |
| Andina Capital Management, LLC | 0.36% | New | 2,843 | $397K |
| Teacher Retirement System of Texas | 0.00% | Reduce -81.8% | 2,832 | $396K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.4% | 2,759 | $385K |
| MML Investors Services, LLC | 0.00% | Reduce -23.5% | 2,738 | $383K |
| Alliance Wealth Advisors, LLC | 0.08% | Reduce -25.4% | 2,723 | $380K |
| United Bank | 0.05% | No change | 2,675 | $374K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.8% | 2,519 | $352K |
| denkapparat Operations GmbH | 0.14% | No change | 2,468 | $345K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +0.2% | 2,434 | $340K |
| Lombard Odier Asset Management (USA) Corp | 0.25% | New | 2,411 | $337K |
| Cerity Partners LLC | 0.00% | Reduce -20.4% | 2,380 | $333K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +18.1% | 2,375 | $332K |
| Caxton Associates LLP | 0.01% | New | 2,218 | $310K |
| Xponance LLC | 0.00% | Add +19.1% | 2,161 | $302K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -66.3% | 2,106 | $294K |
| Roberts Glore & Co. Inc. | 0.08% | New | 2,086 | $291K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | No change | 2,074 | $290K |
| Prospera Financial Services Inc | 0.00% | Add +15.4% | 2,060 | $288K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 2,011 | $281K |
| Bank of Montreal | 0.00% | Add +13.1% | 1,971 | $275K |
| Old National Bancorp | 0.00% | Add +8.7% | 1,954 | $273K |
| Account Management LLC | 0.30% | No change | 1,937 | $271K |
| Linden Thomas Advisory Services, LLC | 0.03% | Reduce -25.4% | 1,908 | $267K |
| Park Place Capital Corp | 0.05% | No change | 1,900 | $265K |
| Vestcor Inc | 0.01% | Reduce -25.0% | 1,896 | $265K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,866 | $261K |
| PNC Financial Services Group, Inc. | 0.00% | Add +51.1% | 1,850 | $259K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 1,828 | $255K |
| Massar Capital Management, LP | 0.05% | New | 1,809 | $253K |
| Praxis Investment Management Inc. | 0.01% | Reduce -20.7% | 1,721 | $240K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,716 | $240K |
| Aigen Investment Management, LP | 0.06% | New | 1,693 | $237K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.3% | 1,650 | $231K |
| Clear Harbor Asset Management, LLC | 0.02% | Reduce -1.5% | 1,647 | $230K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -24.8% | 1,619 | $226K |
| Neuberger Berman Group LLC | 0.00% | New | 1,591 | $222K |
| Claro Advisors Inc. | 0.03% | New | 1,588 | $222K |
| Aster Capital Management (DIFC) Ltd | 0.07% | New | 1,581 | $218K |
| D.A. Davidson & Co. | 0.00% | No change | 1,552 | $217K |
| Citizens Financial Group Inc. | 0.00% | Reduce -10.4% | 1,548 | $216K |
| &partners | 0.00% | Reduce -4.1% | 1,531 | $214K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -27.5% | 1,511 | $213K |
| Perigon Wealth Management, LLC | 0.00% | Add +7.6% | 1,517 | $212K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -3.3% | 1,507 | $211K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.1% | 1,507 | $211K |
| Legacy Financial Group, Inc. | 0.06% | No change | 1,504 | $210K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | Reduce -9.0% | 1,481 | $207K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -4.3% | 1,475 | $206K |
| Procyon Advisors, LLC | 0.01% | New | 1,471 | $206K |
| Fred Alger Management, LLC | 0.00% | Reduce -8.9% | 1,465 | $205K |
| Bayforest Capital Ltd | 0.23% | New | 1,449 | $202K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +45666.7% | 1,373 | $192K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 1,280 | $179K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.4% | 1,174 | $164K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +171.1% | 1,022 | $143K |
| KBC Group NV | 0.00% | Add +56.4% | 918 | $128K |
| US Bancorp \de | 0.00% | Add +38.3% | 871 | $122K |
| Hantz Financial Services, Inc. | 0.00% | Add +1170.6% | 864 | $121K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -3.5% | 866 | $120K |
| Federated Hermes, Inc. | 0.00% | Add +76.3% | 758 | $106K |
| Huntington National Bank | 0.00% | Add +5.1% | 747 | $104K |
| Osbon Capital Management LLC | 0.06% | No change | 559 | $78K |
| Quadrant Capital Group LLC | 0.00% | Add +9.6% | 525 | $73K |
| GAMMA Investing LLC | 0.00% | Reduce -10.8% | 521 | $73K |
| Salomon & Ludwin, LLC | 0.01% | Add +138.8% | 492 | $69K |
| First Horizon Corp. | 0.00% | Reduce -27.0% | 489 | $68K |
| Covestor Ltd | 0.04% | Add +120.0% | 462 | $65K |
| ESL Trust Services, LLC | 0.01% | No change | 375 | $52K |
| Signaturefd, LLC | 0.00% | Add +56.9% | 364 | $51K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 357 | $50K |
| Cwm, LLC | 0.00% | Add +133.1% | 352 | $49K |
| Allworth Financial LP | 0.00% | Reduce -2.1% | 282 | $39K |
| Opal Wealth Advisors, LLC | 0.01% | New | 268 | $37K |
| Lanark Financial, Inc. | 0.00% | No change | 180 | $25K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -43.2% | 162 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1130.8% | 160 | $22K |
| V-Square Quantitative Management LLC | 0.00% | Add +12.1% | 158 | $22K |
| SJS Investment Consulting Inc. | 0.00% | No change | 157 | $22K |
| Sterling Capital Management LLC | 0.00% | No change | 149 | $21K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -97.8% | 140 | $20K |
| Crewe Advisors LLC | 0.00% | Add +30.2% | 138 | $19K |
| Versant Capital Management, Inc | 0.00% | Reduce -38.1% | 135 | $19K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -70.7% | 131 | $18K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 123 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +22.3% | 115 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +113.2% | 113 | $16K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -8.3% | 111 | $16K |
| UMB Bank, n.a. | 0.00% | Reduce -21.3% | 107 | $15K |
| Rossby Financial, LCC | 0.00% | Add +1.9% | 105 | $15K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $14K |
| Key Financial Inc | 0.00% | No change | 100 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.6% | 97 | $14K |
| Main Street Group, LTD | 0.00% | New | 94 | $13K |
| Arax Advisory Partners | 0.00% | Reduce -25.6% | 90 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -12.0% | 88 | $12K |
| LRI Investments, LLC | 0.00% | Add +132.4% | 86 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 82 | $11K |
| CENTRAL TRUST Co | 0.00% | Reduce -23.8% | 80 | $11K |
| Mather Group, Llc. | 0.00% | New | 77 | $11K |
| International Assets Investment Management, LLC | 0.00% | No change | 76 | $11K |
| Larson Financial Group LLC | 0.00% | Reduce -15.7% | 75 | $10K |
| SBI Securities Co., Ltd. | 0.00% | No change | 75 | $10K |
| 2UniFi Bank | 0.00% | No change | 70 | $10K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 65 | $9K |
| Kilter Group LLC | 0.00% | Add +1180.0% | 64 | $9K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 64 | $9K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 62 | $9K |
| Assetmark, Inc. | 0.00% | Add +14.8% | 62 | $9K |
| Rothschild Investment LLC | 0.00% | Add +13.0% | 61 | $9K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 60 | $8K |
| Whittier Trust Co. | 0.00% | No change | 59 | $8K |
| Gill Capital Partners, LLC | 0.00% | New | 50 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Add +163.2% | 50 | $7K |
| CVA Family Office, LLC | 0.00% | Add +91.7% | 46 | $6K |
| Root Financial Partners, LLC | 0.00% | Reduce -21.4% | 44 | $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 |
| IFP Advisors, Inc | 0.00% | Reduce -34.5% | 38 | $5K |
| Thompson Investment Management, Inc. | 0.00% | No change | 37 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +56.5% | 36 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 34 | $5K |
| Zions Bancorporation, National Association | 0.00% | Add +88.9% | 34 | $5K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +19.2% | 31 | $4K |
| Destiny Wealth Partners, LLC | 0.00% | New | 31 | $4K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 30 | $4K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 29 | $4K |
| Kingdom Financial Group LLC. | 0.00% | No change | 29 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 29 | $4K |
| Evolution Wealth Management Inc. | 0.00% | No change | 25 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 25 | $3K |
| 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 |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 22 | $3K |
| Montag A & Associates Inc. | 0.00% | No change | 22 | $3K |
| Bare Financial Services, Inc | 0.00% | Reduce -60.4% | 21 | $3K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 20 | $3K |
| Boreal Capital Management LLC | 0.00% | Add +0.0% | 20 | $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% | No change | 16 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 14 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 13 | $2K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.00% | No change | 13 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 13 | $2K |
| Dagco, Inc. | 0.00% | No change | 12 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 11 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 11 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 11 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 11 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 9 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +125.0% | 9 | $1K |
| Capital Analysts, LLC | 0.00% | Reduce -37.5% | 5 | $1K |
| Accordant Advisory Group Inc | 0.00% | No change | 7 | $979 |
| Atwood & Palmer Inc. | 0.00% | No change | 7 | $979 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 6 | $838 |
| Creative Financial Designs Inc. | 0.00% | Reduce -25.0% | 6 | $838 |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 6 | $838 |
| TD Waterhouse Canada Inc. | 0.00% | New | 5 | $703 |
| Darwin Wealth Management, LLC | 0.00% | No change | 5 | $701 |
| Nova Wealth Management, Inc. | 0.00% | No change | 5 | $699 |
| Rialto Wealth Management, LLC | 0.00% | Add +150.0% | 5 | $699 |
| Manchester Capital Management LLC | 0.00% | No change | 5 | $699 |
| AdvisorNet Financial, Inc | 0.00% | No change | 5 | $699 |
| Spire Wealth Management | 0.00% | No change | 5 | $699 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 4 | $559 |
| SouthState Bank Corp | 0.00% | No change | 4 | $559 |
| Bogart Wealth, LLC | 0.00% | Add +300.0% | 4 | $559 |
| Walsh & Associates, LLC | 0.00% | No change | 4 | $558 |
| NewEdge Advisors, LLC | 0.00% | No change | 3 | $454 |
| Prestige Wealth Management Group LLC | 0.00% | New | 3 | $420 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -50.0% | 3 | $419 |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 3 | $419 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $419 |
| Sachetta, LLC | 0.00% | No change | 2 | $280 |
| TD Capital Management LLC | 0.00% | No change | 2 | $280 |
| Truvestments Capital LLC | 0.00% | No change | 2 | $279 |
| Synergy Investment Management, LLC | 0.00% | New | 2 | $279 |
| SHP Wealth Management | 0.00% | No change | 2 | $279 |
| Abound Wealth Management | 0.00% | Reduce -66.7% | 1 | $186 |
| Cornerstone Planning Group LLC | 0.00% | New | 1 | $152 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 1 | $140 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $140 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -50.0% | 1 | $140 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $140 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.8% | 1 | $140 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -66.7% | 1 | $140 |
| Curio Wealth, LLC | 0.00% | Reduce -87.5% | 1 | $140 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $140 |
"% 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.