Skip to main content

PJT Partners Inc.

PJT
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0001626115

In the last 90 days, PJT Partners Inc. insiders filed 0 open-market purchases and 4 sales; 417 institutions reported holding it in 13F filings for Q2 2026, worth $3.43B in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in PJT Partners Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
251
+15 vs. Q4 2022
Shares held
17.2M
+40.2K (+0.2%) vs. Q4 2022
Total value
$1.25B
−$20.1M (−1.6%) vs. Q4 2022
New holders
40
74 more added
Sold out
25
70 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PJT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 251 institutions
Q1 2021: 242 institutionsQ2 2021: 229 institutionsQ3 2021: 232 institutionsQ4 2021: 249 institutionsQ1 2022: 226 institutionsQ2 2022: 225 institutionsQ3 2022: 221 institutionsQ4 2022: 238 institutionsQ1 2023: 251 institutionsQ2 2023: 230 institutionsQ3 2023: 252 institutionsQ4 2023: 285 institutionsQ1 2024: 289 institutionsQ2 2024: 304 institutionsQ3 2024: 333 institutionsQ4 2024: 348 institutionsQ1 2025: 392 institutionsQ2 2025: 378 institutionsQ3 2025: 394 institutionsQ4 2025: 411 institutionsQ1 2026: 399 institutionsQ2 2026: 417 institutions
Value heldQ1 2023: $1.25B
Q1 2021: $1.12BQ2 2021: $1.17BQ3 2021: $1.33BQ4 2021: $1.23BQ1 2022: $1.04BQ2 2022: $1.20BQ3 2022: $1.15BQ4 2022: $1.27BQ1 2023: $1.25BQ2 2023: $1.24BQ3 2023: $1.55BQ4 2023: $2.18BQ1 2024: $1.95BQ2 2024: $2.24BQ3 2024: $2.73BQ4 2024: $3.25BQ1 2025: $2.85BQ2 2025: $3.42BQ3 2025: $3.72BQ4 2025: $3.46BQ1 2026: $2.90BQ2 2026: $3.43B
Institutions holding PJT and their total value by quarter
QuarterHoldersValue
Q2 2026417$3.43B
Q1 2026399$2.90B
Q4 2025411$3.46B
Q3 2025394$3.72B
Q2 2025378$3.42B
Q1 2025392$2.85B
Q4 2024348$3.25B
Q3 2024333$2.73B
Q2 2024304$2.24B
Q1 2024289$1.95B
Q4 2023285$2.18B
Q3 2023252$1.55B
Q2 2023230$1.24B
Q1 2023251$1.25B
Q4 2022238$1.27B
Q3 2022221$1.15B
Q2 2022225$1.20B
Q1 2022226$1.04B
Q4 2021249$1.23B
Q3 2021232$1.33B
Q2 2021229$1.17B
Q1 2021242$1.12B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding PJT Partners Inc.; share changes are against Q4 2022.

Institutions holding PJT in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Valley National Advisers Inc2$00.00%−15−88.2%Reduced
Retirement Group, LLC2$00.00%00.0%Unchanged
Sofos Investments, Inc.72$10.00%−2−2.7%Reduced
Bogart Wealth, LLC1$720.00%−8−88.9%Reduced
Ten Capital Wealth Advisors, LLC1$720.00%00.0%Unchanged
Global Financial Private Client, LLC1$720.00%00.0%Unchanged
Cambridge Trust Co1$720.00%00.0%Unchanged
WealthPLAN Partners, LLC1$730.00%+1New
Abound Wealth Management1$730.00%+1New
PSI Advisors, LLC2$1440.00%00.0%Unchanged
Baldwin Brothers Inc2$1440.00%+2New
Compass Wealth Management LLC2$1450.00%00.0%Unchanged
SJS Investment Consulting Inc.3$2170.00%−4−57.1%Reduced
Brown, Lisle/Cummings, Inc.3$2170.00%00.0%Unchanged
Sound Income Strategies, LLC3$2170.00%00.0%Unchanged
Baker Avenue Asset Management, LP4$2890.00%00.0%Unchanged
Quadrant Capital Group LLC4$2890.00%00.0%Unchanged
Disciplined Investments, LLC4$2890.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC5$3610.00%+5New
Stonebridge Capital Advisors LLC5$3610.00%+5New
Kelly Financial Services LLC6$4330.00%00.0%Unchanged
Carmel Capital Partners, LLC6$4330.00%+6New
Sunbelt Securities, Inc.7$5000.00%+7New
Massmutual Trust Co FSB7$5050.00%+7New
Gradient Investments LLC10$7220.00%00.0%Unchanged
Westside Investment Management, Inc.10$7220.00%00.0%Unchanged
Accel Wealth Management11$7830.00%00.0%Unchanged
EverSource Wealth Advisors, LLC11$7940.00%00.0%Unchanged
Thompson Investment Management, Inc.11$7940.00%+11New
Harbour Investments, Inc.12$8660.00%00.0%Unchanged
North Star Investment Management Corp.12$8660.00%00.0%Unchanged
Ridgewood Investments LLC12$8660.00%+12New
FinTrust Capital Advisors, LLC12$8850.00%00.0%Unchanged
National Bank of Canada13$9380.00%−2−13.3%Reduced
Blue Bell Private Wealth Management, LLC13$9380.00%00.0%Unchanged
Capital Analysts, LLC8$1.00K0.00%+1+14.3%Added
Covestor Ltd9$1.00K0.00%+1+12.5%Added
Steward Financial Group LLC14$1.00K0.00%+8+133.3%Added
Western Pacific Wealth Management, LP14$1.01K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.14$1.01K0.00%00.0%Unchanged
Schubert & Co15$1.08K0.00%−3−16.7%Reduced
Tortoise Investment Management, LLC15$1.08K0.00%00.0%Unchanged
Focused Wealth Management, Inc17$1.23K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.17$1.23K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec17$1.23K0.00%00.0%Unchanged
AdvisorNet Financial, Inc18$1.33K0.00%−1−5.3%Reduced
Institutional & Family Asset Management, LLC19$1.37K0.00%00.0%Unchanged
Global Retirement Partners, LLC24$1.48K0.00%−14−36.8%Reduced
Perkins Coie Trust Co21$1.51K0.00%+21New
JFS Wealth Advisors, LLC23$1.66K0.00%−3−11.5%Reduced
Hollencrest Capital Management25$1.80K0.00%00.0%Unchanged
Anchor Investment Management, LLC25$1.80K0.00%00.0%Unchanged
IFP Advisors, Inc34$1.87K0.00%−14−29.2%Reduced
Farther Finance Advisors, LLC31$2.24K0.00%00.0%Unchanged
Concord Wealth Partners32$2.31K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC32$2.31K0.00%00.0%Unchanged
GWM Advisors LLC33$2.42K0.00%−752−95.8%Reduced
Bell Investment Advisors, Inc34$2.46K0.00%+7+25.9%Added
Register Financial Advisors LLC37$2.67K0.00%+12+48.0%Added
JTC Employer Solutions Trusteee Ltd48$3.00K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio43$3.00K0.00%+43New
Venturi Wealth Management, LLC50$3.61K0.00%+50New
Whittier Trust Co59$4.26K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.69$4.98K0.00%00.0%Unchanged
Highlander Capital Management, LLC74$5.00K0.00%00.0%Unchanged
Manchester Capital Management LLC70$5.05K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC81$5.85K0.00%00.0%Unchanged
Baystate Wealth Management LLC86$6.23K0.00%+86New
Key Financial Inc100$7.22K0.00%00.0%Unchanged
Pittenger & Anderson Inc103$7.44K0.00%00.0%Unchanged
Dark Forest Capital Management LP105$7.58K0.00%+105New
Ameritas Advisory Services, LLC106$7.66K0.00%+106New
Compagnie Lombard Odier SCmA115$8.30K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.128$9.25K0.00%00.0%Unchanged
Signaturefd, LLC129$9.31K0.00%+33+34.4%Added
Hexagon Capital Partners LLC174$12.6K0.00%−10−5.4%Reduced
Central Trust Co211$15.2K0.00%00.0%Unchanged
Cyrus J. Lawrence, LLC231$17.0K0.00%00.0%Unchanged
Allworth Financial LP260$18.7K0.00%+240+1,200.0%Added
Huntington National Bank268$19.3K0.00%−1−0.4%Reduced
International Assets Investment Management, LLC272$19.6K0.00%+272New
Lindbrook Capital, LLC300$21.7K0.00%−131−30.4%Reduced
Quantbot Technologies LP305$22.0K0.00%−248−44.8%Reduced
Washington Trust Co360$26.0K0.00%00.0%Unchanged
Fortis Capital Advisors, LLC399$28.8K0.02%+399New
Cary Street Partner Investment Advisory LLC412$29.7K0.00%00.0%Unchanged
Belpointe Asset Management LLC471$34.0K0.00%+381+423.3%Added
Virtus Fund Advisers, LLC476$34.4K0.24%00.0%Unchanged
Centerpoint Advisors, LLC500$36.0K0.02%00.0%Unchanged
Exchange Traded Concepts, LLC502$36.2K0.00%+11+2.2%Added
HM Payson & Co511$36.9K0.00%00.0%Unchanged
Gladius Capital Management LP527$38.0K0.01%−32−5.7%Reduced
The PNC Financial Services Group, Inc.683$49.3K0.00%−181−20.9%Reduced
Fifth Third Bancorp1,000$72.2K0.00%00.0%Unchanged
Leonteq Securities AG1,000$72.2K0.01%00.0%Unchanged
Great West Life Assurance Co1,094$79.0K0.00%00.0%Unchanged
US Bancorp1,106$79.8K0.00%+61+5.8%Added
First Horizon Advisors, Inc.1,120$80.9K0.00%−66−5.6%Reduced
Tower Research Capital LLC (TRC)1,186$86.0K0.00%+560+89.5%Added
Metropolitan Life Insurance Co1,311$94.6K0.00%−118−8.3%Reduced