PJT Partners Inc. Class APJT
13F holders, Q2 2026 (June 30)417holders +18
63new positions
46sold out
7famous investors
$150.56avg. 13F price*
At the end of Q2 2026, 417 institutions reported holding PJT Partners Inc. Class A (PJT) in their 13F filings, up 18 from Q1 2026. 63 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($615.1M), Wasatch Advisors LP ($223.1M) and Vanguard Portfolio Management LLC ($206.9M). 7 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $118.3M |
| Exits | 46 | $124.7M |
All 13F filers, Q1 2026 → Q2 2026: 4,078,852 shares bought and 1,990,811 shares sold, net +2,088,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 417 holders
| BlackRock, Inc. | 0.01% | Add +10.3% | 4,075,374 | $615.1M |
| Wasatch Advisors LP | 1.46% | Add +79.3% | 1,478,222 | $223.1M |
| Vanguard Portfolio Management LLC | 0.01% | Add +8.2% | 1,370,798 | $206.9M |
| Vanguard Capital Management LLC | 0.00% | Add +6.7% | 1,118,057 | $168.8M |
| FMR LLC | 0.01% | Add +50.4% | 1,057,881 | $159.7M |
| State Street Corp. | 0.00% | Add +9.1% | 1,053,770 | $159.0M |
| Geode Capital Management, LLC | 0.01% | Add +5.5% | 792,294 | $119.6M |
| Alliancebernstein L.P. | 0.04% | Add +537.3% | 842,197 | $117.7M |
| Congress Asset Management Co. | 0.67% | Add +19.7% | 723,474 | $109.2M |
| Morgan Stanley | 0.00% | Reduce -2.6% | 614,734 | $92.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -3.1% | 409,925 | $61.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +10.0% | 406,349 | $61.3M |
| Clearbridge Investments, LLC | 0.05% | Add +4.5% | 393,747 | $59.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +20.9% | 348,008 | $52.5M |
| Azora Capital LP | 2.05% | New | 322,481 | $48.7M |
| Northern Trust Corp. | 0.01% | Add +9.4% | 301,732 | $45.5M |
| Bank of America Corp. | 0.00% | Reduce -10.7% | 282,233 | $42.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.5% | 277,001 | $41.8M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -6.7% | 275,858 | $41.6M |
| Point72 Asset Management | 0.05% | Reduce -25.5% | 216,633 | $32.7M |
| Principal Financial Group Inc. | 0.01% | Add +7.5% | 202,842 | $30.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -0.6% | 198,348 | $29.9M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -15.6% | 194,401 | $29.3M |
| Jupiter Topco LLC | 0.01% | — | 190,644 | $28.8M |
| Bank of New York Mellon Corp | 0.00% | Add +4.9% | 188,135 | $28.4M |
| Champlain Investment Partners, LLC | 0.71% | Reduce -15.0% | 183,009 | $27.6M |
| Wellington Management Group LLP | 0.00% | Reduce -3.2% | 180,160 | $27.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +5.8% | 176,625 | $26.7M |
| Squarepoint Ops LLC | 0.05% | Add +619.0% | 157,151 | $23.7M |
| Aberdeen Group plc | 0.03% | Add +5.5% | 138,593 | $20.9M |
| Sei Investments Co. | 0.02% | Add +130.9% | 132,271 | $20.0M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -3.4% | 130,859 | $19.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -0.8% | 127,531 | $19.2M |
| Renaissance Technologies | 0.03% | Add +162.1% | 125,000 | $18.9M |
| Woodline Partners LP | 0.06% | Add +1.5% | 120,955 | $18.3M |
| Tidal Investments LLC | 0.04% | Add +3.6% | 119,193 | $18.0M |
| Citadel Advisors | 0.01% | Reduce -8.9% | 118,935 | $18.0M |
| TimesSquare Capital Management, LLC | 0.23% | Reduce -17.3% | 103,838 | $15.7M |
| Marshall Wace, LLP | 0.01% | New | 101,163 | $15.3M |
| Prospect Capital Advisors, LLC | 6.73% | No change | 98,230 | $14.8M |
| Wells Fargo & Company | 0.00% | Add +16.1% | 92,148 | $13.9M |
| Invesco Ltd. | 0.00% | Add +2.4% | 91,543 | $13.8M |
| Public Sector Pension Investment Board | 0.04% | Reduce -41.6% | 88,728 | $13.4M |
| Osaic Holdings, Inc. | 0.02% | Add +9.3% | 86,374 | $13.0M |
| Interval Partners, LP | 0.37% | New | 76,506 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.8% | 73,955 | $11.2M |
| UBS Group AG | 0.00% | Add +74.0% | 72,715 | $11.0M |
| Citigroup Inc. | 0.00% | Add +27.3% | 68,565 | $10.3M |
| Flputnam Investment Management Co. | 0.12% | Reduce -2.0% | 66,276 | $10.0M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -19.1% | 64,871 | $9.8M |
| Captrust Financial Advisors | 0.01% | Add +14.8% | 62,198 | $9.4M |
| GW&K Investment Management, LLC | 0.07% | Reduce -3.8% | 61,131 | $9.2M |
| Rhumbline Advisers | 0.01% | Reduce -6.3% | 58,788 | $8.9M |
| Advisors Capital Management, LLC | 0.10% | Reduce -4.0% | 58,726 | $8.9M |
| Legal & General Group Plc | 0.00% | Add +2.8% | 58,304 | $8.8M |
| Grandeur Peak Global Advisors, LLC | 2.02% | Add +12.0% | 57,926 | $8.7M |
| Nuveen, LLC | 0.00% | Add +12.6% | 56,780 | $8.6M |
| Creative Planning | 0.01% | Add +74.5% | 56,216 | $8.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.8% | 53,252 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Add +16.6% | 49,952 | $7.5M |
| Trexquant Investment LP | 0.04% | Add +1.3% | 44,960 | $6.8M |
| Swiss National Bank | 0.00% | Reduce -1.8% | 44,835 | $6.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 42,461 | $6.4M |
| Harbor Advisors LLC | 0.79% | No change | 41,519 | $6.3M |
| Kornitzer Capital Management Inc. | 0.13% | Add +17.7% | 41,275 | $6.2M |
| Barclays PLC | 0.00% | Add +4.9% | 40,115 | $6.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -53.4% | 39,588 | $6.0M |
| Teacher Retirement System of Texas | 0.02% | Add +1285.0% | 39,223 | $5.9M |
| Asset Management Group, Inc. | 0.77% | Add +0.0% | 34,811 | $5.3M |
| Schroder Investment Management Group | 0.00% | Reduce -82.3% | 36,091 | $5.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +23.6% | 33,410 | $5.0M |
| Quartz Partners, LLC | 1.64% | Add +10.4% | 33,231 | $5.0M |
| Emerald Investment Advisers, LLC | 0.32% | Add +4.6% | 31,911 | $4.8M |
| Victory Capital Management Inc. | 0.00% | Add +7.8% | 30,598 | $4.6M |
| WINTON GROUP Ltd | 0.15% | New | 30,500 | $4.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.9% | 27,912 | $4.2M |
| Susquehanna Fundamental Investments, LLC | 0.08% | Reduce -49.1% | 27,623 | $4.2M |
| Deutsche Bank AG | 0.00% | Add +20.5% | 27,347 | $4.1M |
| Prudential Financial Inc. | 0.00% | Add +7.5% | 26,480 | $4.0M |
| First Trust Advisors LP | 0.00% | Reduce -23.8% | 25,677 | $3.9M |
| California State Teachers Retirement System | 0.00% | Reduce -8.3% | 25,575 | $3.9M |
| Arkadios Wealth Advisors | 0.06% | Add +6.5% | 25,058 | $3.8M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -63.1% | 22,577 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +6.2% | 21,364 | $3.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +0.3% | 20,706 | $3.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -65.2% | 19,553 | $3.0M |
| Odyssean, LLC | 0.48% | New | 19,511 | $2.9M |
| Man Group plc | 0.01% | Reduce -47.4% | 19,345 | $2.9M |
| Quantinno Capital Management LP | 0.00% | Add +2.3% | 18,593 | $2.8M |
| Rice Hall James & Associates, LLC | 0.13% | New | 18,213 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -14.0% | 18,203 | $2.7M |
| Voleon Capital Management LP | 0.05% | Reduce -35.4% | 17,935 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Reduce -17.3% | 17,478 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 17,452 | $2.6M |
| Diversify Advisory Services, LLC | 0.04% | New | 15,424 | $2.6M |
| Diversify Wealth Management, LLC | 0.04% | Add +5.9% | 15,424 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +4.5% | 16,958 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +8.5% | 16,922 | $2.6M |
| AQR Capital Management | 0.00% | Reduce -16.8% | 16,816 | $2.5M |
| SummitTX Capital, L.P. | 0.07% | New | 16,815 | $2.5M |
| Kennedy Capital Management LLC | 0.04% | Add +24.2% | 16,541 | $2.5M |
| Johnson Investment Counsel Inc. | 0.02% | Add +0.7% | 16,141 | $2.4M |
| Independent Solutions Wealth Management, LLC | 0.31% | Reduce -1.2% | 15,970 | $2.4M |
| Martingale Asset Management L P | 0.06% | No change | 15,915 | $2.4M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +236.4% | 15,852 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +55.2% | 15,567 | $2.3M |
| LPL Financial LLC | 0.00% | Add +7.7% | 15,302 | $2.3M |
| Alps Advisors Inc. | 0.01% | Add +3.0% | 15,195 | $2.3M |
| Anchor Capital Advisors LLC | 0.06% | Reduce -2.3% | 15,028 | $2.3M |
| Bridge City Capital, LLC | 0.52% | Add +73.0% | 14,957 | $2.3M |
| Holocene Advisors, LP | 0.01% | New | 14,736 | $2.2M |
| MAI Capital Management | 0.01% | Reduce -8.2% | 14,567 | $2.2M |
| Beacon Harbor Wealth Advisors, Inc. | 0.43% | New | 12,976 | $2.2M |
| Gotham Asset Management | 0.01% | No change | 14,399 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Add +15.0% | 14,332 | $2.2M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -0.1% | 14,257 | $2.2M |
| American Century Companies Inc. | 0.00% | Add +19.1% | 14,210 | $2.1M |
| Quantbot Technologies LP | 0.08% | Reduce -13.6% | 13,880 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +18.2% | 13,461 | $2.0M |
| New York State Common Retirement Fund | 0.00% | Add +29.6% | 13,449 | $2.0M |
| Fifth Third Bancorp | 0.00% | Add +3.2% | 13,436 | $2.0M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Add +247.8% | 13,430 | $2.0M |
| Trust Co. of Toledo NA | 0.17% | No change | 13,203 | $2.0M |
| SG Americas Securities, LLC | 0.00% | Add +144.2% | 13,162 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -21.0% | 13,138 | $2.0M |
| XTX Topco Ltd | 0.03% | Reduce -17.7% | 13,110 | $2.0M |
| Summit Trail Advisors, LLC | 0.02% | New | 12,433 | $1.9M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -6.4% | 12,427 | $1.9M |
| Wesbanco Bank Inc. | 0.04% | No change | 11,736 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.2% | 11,554 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.1% | 11,344 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Add +4.6% | 11,300 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.9% | 10,967 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -29.4% | 10,397 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +0.9% | 10,116 | $1.5M |
| Vanguard Global Advisers, LLC | 0.00% | Add +3.3% | 10,112 | $1.5M |
| Shay Capital LLC | 0.17% | Add +29.9% | 10,000 | $1.5M |
| Entropy Technologies, LP | 0.06% | Add +61.8% | 9,446 | $1.4M |
| National Philanthropic Trust | 0.02% | No change | 9,438 | $1.4M |
| Dana Investment Advisors, Inc. | 0.04% | Add +34.1% | 9,379 | $1.4M |
| STRS Ohio | 0.01% | Add +11.4% | 8,800 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | Reduce -25.4% | 8,800 | $1.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 8,798 | $1.3M |
| Aquatic Capital Management LLC | 0.04% | New | 8,678 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +2.8% | 8,669 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +14.8% | 8,412 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,314 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 8,148 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +489.0% | 8,087 | $1.2M |
| HSBC Holdings PLC | 0.00% | Reduce -45.3% | 7,908 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +191.7% | 7,347 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +15.2% | 7,266 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -0.8% | 6,904 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,781 | $1.0M |
| Portside Wealth Group, LLC | 0.12% | Add +13.8% | 6,742 | $1.0M |
| Yousif Capital Management, LLC | 0.01% | Add +3.7% | 6,706 | $1.0M |
| Cary Street Partners Financial LLC | 0.02% | No change | 6,262 | $945K |
| Arizona State Retirement System | 0.00% | Reduce -2.7% | 6,170 | $931K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +1.9% | 6,124 | $924K |
| Glenmede Trust Co. NA | 0.00% | Reduce -3.1% | 6,063 | $915K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 6,020 | $909K |
| Franklin Resources Inc. | 0.00% | Add +26.2% | 6,007 | $907K |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +8.6% | 5,934 | $896K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 5,890 | $889K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +5.4% | 5,863 | $885K |
| Diversified Trust Co. | 0.01% | Reduce -1.9% | 5,686 | $858K |
| Jones Financial Companies LLLP | 0.00% | Add +36.5% | 5,618 | $852K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 5,412 | $817K |
| HighTower Advisors, LLC | 0.00% | Add +2.6% | 5,391 | $814K |
| Grey Ledge Advisors, LLC | 0.16% | New | 5,363 | $809K |
| Fieldview Capital Management, LLC | 0.23% | New | 5,243 | $791K |
| Intech Investment Management LLC | 0.01% | Add +3.4% | 5,162 | $779K |
| KLP Kapitalforvaltning As | 0.00% | No change | 5,100 | $770K |
| Dean Investment Associates, LLC | 0.10% | Reduce -23.4% | 4,865 | $734K |
| First Bank & Trust | 0.11% | Add +6.1% | 4,752 | $717K |
| Numerai GP LLC | 0.06% | Reduce -15.3% | 4,736 | $715K |
| Voya Investment Management LLC | 0.00% | Reduce -42.2% | 4,660 | $703K |
| M&T Bank Corp | 0.00% | Add +39.4% | 4,651 | $702K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3.8% | 4,480 | $676K |
| GAMCO Investors | 0.01% | Reduce -67.3% | 4,370 | $660K |
| Guardian Investment Management | 0.42% | Add +0.1% | 4,267 | $644K |
| Procyon Advisors, LLC | 0.03% | Add +180.7% | 4,129 | $623K |
| Atria Investments, Inc | 0.01% | Add +4.4% | 4,044 | $610K |
| D. E. Shaw & Co. | 0.00% | Reduce -95.2% | 3,969 | $599K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +60.5% | 3,812 | $575K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,798 | $573K |
| Maryland State Retirement & Pension System | 0.01% | Add +5.6% | 3,760 | $568K |
| Norden Group LLC | 0.04% | Add +1.6% | 3,607 | $544K |
| ProShare Advisors LLC | 0.00% | Reduce -1.8% | 3,527 | $532K |
| Principle Wealth Partners LLC | 0.03% | No change | 3,514 | $530K |
| MML Investors Services, LLC | 0.00% | Add +23.8% | 3,389 | $512K |
| Engineers Gate Manager LP | 0.01% | Reduce -84.0% | 3,285 | $496K |
| Calamos Wealth Management LLC | 0.01% | No change | 3,220 | $486K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +3.2% | 3,184 | $481K |
| Brevan Howard Capital Management LP | 0.01% | New | 3,174 | $479K |
| Cetera Investment Advisers | 0.00% | Add +6.8% | 3,133 | $473K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.3% | 3,073 | $464K |
| Intrust Bank NA | 0.03% | Reduce -6.2% | 3,038 | $459K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,036 | $458K |
| State of Wisconsin Investment Board | 0.00% | Reduce -10.1% | 2,993 | $452K |
| OP Asset Management Ltd | 0.00% | New | 2,954 | $446K |
| Axq Capital, LP | 0.05% | Reduce -43.0% | 2,941 | $444K |
| Cinctive Capital Management LP | 0.02% | Reduce -87.3% | 2,910 | $439K |
| Fiduciary Trust Co | 0.00% | No change | 2,865 | $432K |
| Aviva PLC | 0.00% | Reduce -9.2% | 2,855 | $431K |
| Alliance Wealth Advisors, LLC | 0.08% | Add +1.8% | 2,771 | $418K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,730 | $412K |
| United Bank | 0.05% | No change | 2,675 | $404K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +25.4% | 2,641 | $399K |
| Cerity Partners LLC | 0.00% | Add +7.7% | 2,564 | $387K |
| denkapparat Operations GmbH | 0.12% | No change | 2,468 | $373K |
| Legato Capital Management LLC | 0.03% | New | 2,449 | $370K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +0.2% | 2,438 | $368K |
| Xponance LLC | 0.00% | Add +12.3% | 2,427 | $366K |
| Vise Technologies, Inc. | 0.00% | Reduce -12.6% | 2,412 | $364K |
| Pathstone Holdings, LLC | 0.00% | New | 2,392 | $361K |
| Mirabella Financial Services LLP | 0.04% | New | 2,363 | $357K |
| Evergreen Capital Management LLC | 0.01% | New | 2,355 | $355K |
| Roberts Glore & Co. Inc. | 0.09% | Add +9.7% | 2,288 | $345K |
| Bank of Montreal | 0.00% | Add +15.6% | 2,278 | $344K |
| Inspire Investing, LLC | 0.01% | New | 2,259 | $341K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +19.8% | 2,236 | $338K |
| Guggenheim Capital LLC | 0.00% | New | 2,196 | $331K |
| PNC Financial Services Group, Inc. | 0.00% | Add +17.4% | 2,172 | $328K |
| Prospera Financial Services Inc | 0.00% | Add +0.1% | 2,062 | $311K |
| Account Management LLC | 0.30% | No change | 1,937 | $292K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.2% | 1,926 | $291K |
| Old National Bancorp | 0.01% | Reduce -1.5% | 1,924 | $290K |
| Park Place Capital Corp | 0.05% | No change | 1,900 | $287K |
| Vestcor Inc | 0.01% | No change | 1,896 | $286K |
| Linden Thomas Advisory Services, LLC | 0.02% | Reduce -0.8% | 1,892 | $286K |
| Global Retirement Partners, LLC | 0.00% | — | 1,846 | $279K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 1,828 | $276K |
| Frontier Capital Management Co. LLC | 0.00% | New | 1,814 | $274K |
| One Wealth Capital Management, LLC | 0.08% | New | 1,796 | $271K |
| Citizens Financial Group Inc. | 0.00% | Add +15.3% | 1,785 | $269K |
| Neuberger Berman Group LLC | 0.00% | Add +9.5% | 1,742 | $263K |
| Westover Capital Advisors, LLC | 0.04% | Reduce -80.5% | 1,738 | $262K |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.2% | 1,733 | $262K |
| Praxis Investment Management Inc. | 0.01% | No change | 1,721 | $260K |
| Independent Financial Group, LLC | 0.00% | Reduce -38.8% | 1,690 | $255K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 1,611 | $253K |
| Clear Harbor Asset Management, LLC | 0.02% | Add +1.2% | 1,667 | $252K |
| Armistice Capital, LLC | 0.01% | New | 1,656 | $250K |
| Coppell Advisory Solutions LLC | 0.02% | New | 5 | $248K |
| &partners | 0.00% | Add +7.3% | 1,643 | $248K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -19.9% | 1,611 | $243K |
| Parallel Advisors, LLC | 0.00% | Add +6.9% | 1,611 | $243K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | Add +8.8% | 1,611 | $243K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -4.2% | 1,581 | $239K |
| D.A. Davidson & Co. | 0.00% | No change | 1,552 | $234K |
| Meeder Asset Management Inc. | 0.01% | New | 1,541 | $233K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 1,500 | $226K |
| Legacy Financial Group, Inc. | 0.05% | Reduce -0.9% | 1,491 | $225K |
| Claro Advisors Inc. | 0.02% | Reduce -6.4% | 1,487 | $224K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -2.2% | 1,484 | $224K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.0% | 1,480 | $223K |
| Amundi | 0.00% | New | 1,462 | $221K |
| Balefire, LLC | 0.04% | New | 1,460 | $220K |
| Profund Advisors LLC | 0.01% | New | 1,426 | $215K |
| CIBC Bancorp USA Inc. | 0.00% | New | 1,413 | $213K |
| Nykredit A/S | 0.00% | — | 1,387 | $209K |
| Diametric Capital, LP | 0.02% | New | 1,374 | $207K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -15.8% | 1,364 | $206K |
| Caxton Associates LLP | 0.00% | Reduce -39.1% | 1,351 | $204K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 1,280 | $193K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +21.6% | 1,243 | $188K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -3.6% | 1,132 | $171K |
| US Bancorp \de | 0.00% | Add +7.6% | 937 | $141K |
| KBC Group NV | 0.00% | No change | 918 | $139K |
| Bayforest Capital Ltd | 0.13% | Reduce -36.9% | 915 | $138K |
| Hantz Financial Services, Inc. | 0.00% | Add +4.6% | 904 | $136K |
| Federated Hermes, Inc. | 0.00% | Add +11.2% | 843 | $127K |
| Smartleaf Asset Management LLC | 0.00% | No change | 866 | $126K |
| Huntington National Bank | 0.00% | Reduce -11.1% | 664 | $100K |
| Covestor Ltd | 0.06% | Add +40.7% | 650 | $98K |
| Signaturefd, LLC | 0.00% | Add +55.2% | 565 | $85K |
| Osbon Capital Management LLC | 0.07% | No change | 559 | $84K |
| GAMMA Investing LLC | 0.00% | Add +4.2% | 543 | $82K |
| First Horizon Corp. | 0.00% | Reduce -0.6% | 486 | $73K |
| State of Wyoming | 0.01% | New | 470 | $71K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +249.6% | 458 | $69K |
| Optiver Holding B.V. | 0.00% | New | 376 | $57K |
| ESL Trust Services, LLC | 0.01% | No change | 375 | $57K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 357 | $54K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -39.4% | 298 | $46K |
| Allworth Financial LP | 0.00% | Add +6.0% | 299 | $45K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 300 | $44K |
| Sterling Capital Management LLC | 0.00% | Add +81.2% | 270 | $41K |
| Compass Financial Management LLC | 0.00% | — | 212 | $36K |
| Versant Capital Management, Inc | 0.00% | Add +73.3% | 234 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +96.9% | 191 | $29K |
| UMB Bank, n.a. | 0.00% | Add +73.8% | 186 | $28K |
| Arax Advisory Partners | 0.00% | Add +105.6% | 185 | $28K |
| Kemnay Advisory Services Inc. | 0.00% | Add +59.5% | 177 | $27K |
| Graticule Asia Macro Advisors LLC | 0.00% | New | 167 | $25K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 162 | $24K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -99.7% | 160 | $24K |
| SJS Investment Consulting Inc. | 0.00% | No change | 157 | $24K |
| Pittenger & Anderson Inc. | 0.00% | No change | 140 | $21K |
| Lanark Financial, Inc. | 0.00% | Reduce -31.7% | 123 | $19K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -0.8% | 122 | $18K |
| Ameritas Advisory Services, LLC | 0.00% | New | 105 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -12.2% | 101 | $15K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $15K |
| Key Financial Inc | 0.00% | No change | 100 | $15K |
| Crewe Advisors LLC | 0.00% | Reduce -28.3% | 99 | $15K |
| Rossby Financial, LCC | 0.00% | Reduce -7.6% | 97 | $15K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -99.4% | 96 | $14K |
| Main Street Group, LTD | 0.00% | No change | 94 | $14K |
| Bessemer Group Inc. | 0.00% | Reduce -99.9% | 90 | $14K |
| Larson Financial Group LLC | 0.00% | Add +8.0% | 81 | $12K |
| International Assets Investment Management, LLC | 0.00% | No change | 76 | $12K |
| Persistent Asset Partners Ltd | 0.00% | New | 78 | $12K |
| Evelyn Partners Group Ltd | 0.00% | — | 78 | $12K |
| Mather Group, Llc. | 0.00% | No change | 77 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -35.4% | 73 | $11K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.0% | 72 | $11K |
| NBH Bank | 0.00% | — | 70 | $11K |
| Whittier Trust Co. | 0.00% | No change | 59 | $10K |
| Kilter Group LLC | 0.00% | No change | 64 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 64 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -60.0% | 64 | $10K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 62 | $9K |
| Assetmark, Inc. | 0.00% | No change | 62 | $9K |
| Allied Private Wealth LLC | 0.01% | — | 58 | $9K |
| Bare Financial Services, Inc | 0.00% | Add +185.7% | 60 | $9K |
| Rothschild Investment LLC | 0.00% | Reduce -1.6% | 60 | $9K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 48 | $8K |
| LRI Investments, LLC | 0.00% | Reduce -39.5% | 52 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.0% | 51 | $8K |
| Gill Capital Partners, LLC | 0.00% | No change | 50 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 46 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +25.0% | 45 | $7K |
| 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 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 40 | $6K |
| Zions Bancorporation, National Association | 0.00% | Add +14.7% | 39 | $6K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +19.4% | 37 | $6K |
| Thompson Investment Management, Inc. | 0.00% | No change | 37 | $6K |
| Colonial Trust Advisors | 0.00% | New | 37 | $6K |
| IFG Advisory, LLC | 0.00% | New | 35 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -7.9% | 35 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 34 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +10.3% | 32 | $5K |
| Concord Wealth Partners | 0.00% | New | 32 | $5K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 30 | $5K |
| Kingdom Financial Group LLC. | 0.00% | No change | 29 | $4K |
| Evolution Wealth Management Inc. | 0.00% | No change | 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 |
| Financial Network Wealth Advisors LLC | 0.00% | Add +9.1% | 24 | $4K |
| Montag A & Associates Inc. | 0.00% | No change | 22 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 22 | $3K |
| Boreal Capital Management LLC | 0.00% | No change | 20 | $3K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 20 | $3K |
| Institute for Wealth Management, LLC. | 0.00% | New | 18 | $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 |
| Vima LLC | 0.00% | — | 13 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +44.4% | 13 | $2K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -48.0% | 13 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 13 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 11 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 11 | $2K |
| NewEdge Advisors, LLC | 0.00% | Add +200.0% | 9 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 9 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | Add +40.0% | 7 | $1K |
| Accordant Advisory Group Inc | 0.00% | No change | 7 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 7 | $1K |
| Atwood & Palmer Inc. | 0.00% | No change | 7 | $1K |
| Westside Investment Management, Inc. | 0.00% | New | 7 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 7 | $1K |
| MCF Advisors LLC | 0.00% | New | 7 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 5 | $1K |
| Millstone Evans Group, LLC | 0.00% | Reduce -45.5% | 6 | $906 |
| Hughes Financial Services, LLC | 0.00% | Add +500.0% | 6 | $906 |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 6 | $906 |
| Creative Financial Designs Inc. | 0.00% | No change | 6 | $906 |
| Clearstead Advisors, LLC | 0.00% | New | 6 | $906 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 6 | $905 |
| Darwin Wealth Management, LLC | 0.00% | No change | 5 | $759 |
| Nova Wealth Management, Inc. | 0.00% | No change | 5 | $755 |
| Manchester Capital Management LLC | 0.00% | No change | 5 | $755 |
| Prestige Wealth Management Group LLC | 0.00% | Add +66.7% | 5 | $755 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +400.0% | 5 | $755 |
| AdvisorNet Financial, Inc | 0.00% | No change | 5 | $755 |
| Spire Wealth Management | 0.00% | No change | 5 | $755 |
| Walsh & Associates, LLC | 0.00% | No change | 4 | $604 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 4 | $604 |
| Creative Capital Management Investments LLC | 0.00% | New | 4 | $604 |
| SouthState Bank Corp | 0.00% | No change | 4 | $604 |
| Gilpin Wealth Management, LLC | 0.00% | New | 3 | $453 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $453 |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 3 | $453 |
| Mascoma Wealth Management LLC | 0.00% | New | 3 | $453 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 3 | $452 |
| Ankerstar Wealth, LLC | 0.00% | New | 2 | $302 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -33.3% | 2 | $302 |
| Sachetta, LLC | 0.00% | No change | 2 | $302 |
| Synergy Investment Management, LLC | 0.00% | No change | 2 | $302 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -60.0% | 2 | $302 |
| TD Capital Management LLC | 0.00% | No change | 2 | $302 |
| Truvestments Capital LLC | 0.00% | No change | 2 | $302 |
| SHP Wealth Management | 0.00% | No change | 2 | $302 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +100.0% | 2 | $302 |
| Cornerstone Planning Group LLC | 0.00% | No change | 1 | $164 |
| Davis Capital Management | 0.00% | New | 1 | $151 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $151 |
| Trust Co. of Vermont | 0.00% | — | 1 | $151 |
| Bogart Wealth, LLC | 0.00% | Reduce -75.0% | 1 | $151 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $151 |
| Evolution Advisers, Inc. | 0.00% | New | 2 | $0 |
| Navigoe, LLC | 0.00% | New | 1 | $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.