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, Q3 2023
Institutional positions in PJT Partners Inc. as of Sep 30, 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
- 252
- +23 vs. Q2 2023
- Shares held
- 19.5M
- +1.70M (+9.6%) vs. Q2 2023
- Total value
- $1.55B
- +$312.1M (+25.2%) vs. Q2 2023
- New holders
- 36
- 77 more added
- Sold out
- 13
- 72 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 417 | $3.43B |
| Q1 2026 | 399 | $2.90B |
| Q4 2025 | 411 | $3.46B |
| Q3 2025 | 394 | $3.72B |
| Q2 2025 | 378 | $3.42B |
| Q1 2025 | 392 | $2.85B |
| Q4 2024 | 348 | $3.25B |
| Q3 2024 | 333 | $2.73B |
| Q2 2024 | 304 | $2.24B |
| Q1 2024 | 289 | $1.95B |
| Q4 2023 | 285 | $2.18B |
| Q3 2023 | 252 | $1.55B |
| Q2 2023 | 230 | $1.24B |
| Q1 2023 | 251 | $1.25B |
| Q4 2022 | 238 | $1.27B |
| Q3 2022 | 221 | $1.15B |
| Q2 2022 | 225 | $1.20B |
| Q1 2022 | 226 | $1.04B |
| Q4 2021 | 249 | $1.23B |
| Q3 2021 | 232 | $1.33B |
| Q2 2021 | 229 | $1.17B |
| Q1 2021 | 242 | $1.12B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding PJT Partners Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2 | $159 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2 | $159 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 2 | $159 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 2 | $159 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $159 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $238 | 0.00% | −2−40.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3 | $238 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 3 | $239 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3 | $253 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $318 | 0.00% | +3+300.0% | Added |
| AdvisorNet Financial, Inc | 5 | $397 | 0.00% | −10−66.7% | Reduced |
| Stonebridge Capital Advisors LLC | 5 | $397 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $398 | 0.00% | +1+25.0% | Added |
| Carmel Capital Partners, LLC | 6 | $477 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 6 | $477 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7 | $556 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10 | $794 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $795 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 11 | $874 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11 | $874 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $953 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12 | $953 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 16 | $1.00K | 0.00% | +2+14.3% | Added |
| Bartlett & Co. LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Steward Financial Group LLC | 13 | $1.00K | 0.00% | +13 | New |
| National Bank of Canada | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13 | $1.03K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 14 | $1.11K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 14 | $1.11K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 15 | $1.19K | 0.00% | −2−11.8% | Reduced |
| Tortoise Investment Management, LLC | 15 | $1.19K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 17 | $1.35K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 17 | $1.35K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 17 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 18 | $1.43K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 19 | $1.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $1.83K | 0.00% | +1+4.5% | Added |
| Godsey & Gibb Associates | 25 | $1.99K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $1.99K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $1.99K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 27 | $2.15K | 0.00% | +15+125.0% | Added |
| IFP Advisors, Inc | 29 | $2.30K | 0.00% | −5−14.7% | Reduced |
| Farther Finance Advisors, LLC | 31 | $2.46K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $2.54K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 32 | $2.54K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 37 | $2.94K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $3.18K | 0.00% | +40 | New |
| Venturi Wealth Management, LLC | 50 | $3.97K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 59 | $4.00K | 0.00% | +9+18.0% | Added |
| Steward Partners Investment Advisory, LLC | 51 | $4.05K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 86 | $6.83K | 0.00% | −76−46.9% | Reduced |
| Key Financial Inc | 100 | $7.94K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 101 | $8.02K | 0.00% | +101 | New |
| Quarry LP | 106 | $8.42K | 0.01% | +106 | New |
| Whittier Trust Co | 109 | $8.66K | 0.00% | +50+84.7% | Added |
| Compagnie Lombard Odier SCmA | 115 | $9.13K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 122 | $9.73K | 0.00% | −52−29.9% | Reduced |
| GHP Investment Advisors, Inc. | 128 | $9.91K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 139 | $11.0K | 0.00% | +45+47.9% | Added |
| Pittenger & Anderson Inc | 140 | $11.1K | 0.00% | +27+23.9% | Added |
| NBC Securities, Inc. | 180 | $14.0K | 0.00% | +180 | New |
| Central Trust Co | 200 | $15.9K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 231 | $18.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 264 | $21.0K | 0.00% | +3+1.1% | Added |
| Lindbrook Capital, LLC | 282 | $22.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 345 | $27.4K | 0.00% | −15−4.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 412 | $32.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 440 | $35.0K | 0.00% | −10−2.2% | Reduced |
| Gladius Capital Management LP | 451 | $35.8K | 0.01% | −29−6.0% | Reduced |
| Centerpoint Advisors, LLC | 500 | $40.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 511 | $40.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 551 | $43.8K | 0.00% | −21−3.7% | Reduced |
| Global Retirement Partners, LLC | 668 | $51.3K | 0.00% | +254+61.4% | Added |
| Leonteq Securities AG | 1,000 | $79.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,144 | $90.9K | 0.00% | +31+2.8% | Added |
| Metropolitan Life Insurance Co | 1,453 | $115.4K | 0.01% | +142+10.8% | Added |
| Bokf, NA | 1,533 | $120.1K | 0.00% | +146+10.5% | Added |
| Tower Research Capital LLC (TRC) | 1,665 | $132.3K | 0.00% | +452+37.3% | Added |
| Shell Asset Management Co | 1,910 | $152.0K | 0.01% | −30−1.5% | Reduced |
| New York State Teachers Retirement System | 2,089 | $166.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,194 | $174.0K | 0.00% | +1,100+100.5% | Added |
| Allspring Global Investments Holdings, LLC | 2,331 | $185.2K | 0.00% | −1,831−44.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,418 | $192.1K | 0.01% | +408+20.3% | Added |
| Account Management LLC | 2,542 | $201.9K | 0.28% | +2,542 | New |
| State of Wisconsin Investment Board | 2,605 | $206.9K | 0.00% | +2,605 | New |
| Handelsbanken Fonder AB | 2,600 | $207.0K | 0.00% | +2,600 | New |
| United Bank | 2,675 | $212.5K | 0.03% | +2,675 | New |
| Pictet Asset Management Holding SA | 2,698 | $214.3K | 0.00% | +2,698 | New |
| Quadrature Capital Ltd | 2,740 | $217.6K | 0.00% | +2,740 | New |
| Portside Wealth Group, LLC | 2,760 | $218.0K | 0.04% | +2,760 | New |
| Intrust Bank NA | 2,935 | $233.2K | 0.03% | −40−1.3% | Reduced |
| Fishman Jay A Ltd | 3,014 | $239.4K | 0.03% | −1,012−25.1% | Reduced |
| XTX Topco Ltd | 3,064 | $243.4K | 0.04% | +3,064 | New |