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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.

Institutional holdersQ3 2023: 252 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 heldQ3 2023: $1.55B
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, Q3 2023

Shares, value and share of portfolio for each institution holding PJT Partners Inc.; share changes are against Q2 2023.

Institutions holding PJT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
JTC Employer Solutions Trusteee Ltd48$3.00K0.00%00.0%Unchanged
Register Financial Advisors LLC37$2.94K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC32$2.54K0.00%00.0%Unchanged
Concord Wealth Partners32$2.54K0.00%00.0%Unchanged
Farther Finance Advisors, LLC31$2.46K0.00%00.0%Unchanged
IFP Advisors, Inc29$2.30K0.00%−5−14.7%Reduced
FinTrust Capital Advisors, LLC27$2.15K0.00%+15+125.0%Added
Godsey & Gibb Associates25$1.99K0.00%00.0%Unchanged
Hollencrest Capital Management25$1.99K0.00%00.0%Unchanged
Anchor Investment Management, LLC25$1.99K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC23$1.83K0.00%+1+4.5%Added
Institutional & Family Asset Management, LLC19$1.51K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC18$1.43K0.00%00.0%Unchanged
Focused Wealth Management, Inc17$1.35K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.17$1.35K0.00%00.0%Unchanged
Caldwell Trust Co17$1.35K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec15$1.19K0.00%−2−11.8%Reduced
Tortoise Investment Management, LLC15$1.19K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.14$1.11K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP14$1.11K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC13$1.03K0.00%00.0%Unchanged
National Bank of Canada13$1.02K0.00%00.0%Unchanged
CWM, LLC16$1.00K0.00%+2+14.3%Added
Bartlett & Co. LLC18$1.00K0.00%00.0%Unchanged
Capital Analysts, LLC8$1.00K0.00%00.0%Unchanged
Covestor Ltd7$1.00K0.00%−1−12.5%Reduced
Steward Financial Group LLC13$1.00K0.00%+13New
Harbour Investments, Inc.12$9530.00%00.0%Unchanged
North Star Investment Management Corp.12$9530.00%00.0%Unchanged
Thompson Investment Management, Inc.11$8740.00%00.0%Unchanged
EverSource Wealth Advisors, LLC11$8740.00%00.0%Unchanged
Westside Investment Management, Inc.10$7950.00%00.0%Unchanged
Gradient Investments LLC10$7940.00%00.0%Unchanged
Sunbelt Securities, Inc.7$5560.00%00.0%Unchanged
Carmel Capital Partners, LLC6$4770.00%00.0%Unchanged
Kelly Financial Services LLC6$4770.00%00.0%Unchanged
SJS Investment Consulting Inc.5$3980.00%+1+25.0%Added
AdvisorNet Financial, Inc5$3970.00%−10−66.7%Reduced
Stonebridge Capital Advisors LLC5$3970.00%00.0%Unchanged
Bogart Wealth, LLC4$3180.00%+3+300.0%Added
GWM Advisors LLC3$2530.00%00.0%Unchanged
WFA of San Diego, LLC3$2390.00%00.0%Unchanged
Sound Income Strategies, LLC3$2380.00%−2−40.0%Reduced
Brown, Lisle/Cummings, Inc.3$2380.00%00.0%Unchanged
Compass Wealth Management LLC2$1590.00%00.0%Unchanged
Baldwin Brothers Inc2$1590.00%00.0%Unchanged
Retirement Group, LLC2$1590.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.2$1590.00%00.0%Unchanged
PSI Advisors, LLC2$1590.00%00.0%Unchanged
Global Financial Private Client, LLC1$790.00%00.0%Unchanged
Tyler-Stone Wealth Management3$00.00%00.0%Unchanged
Avion Wealth6$00.00%+6New
Prana Capital Management, LP0$00.00%−26,298−100.0%Sold out
Summit Global Investments0$00.00%−8,166−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−6,683−100.0%Sold out
DekaBank Deutsche Girozentrale0$00.00%−4,639−100.0%Sold out
Acadian Asset Management LLC0$00.00%−2,162−100.0%Sold out
State of Wyoming0$00.00%−1,219−100.0%Sold out
Baystate Wealth Management LLC0$00.00%−86−100.0%Sold out
Ridgewood Investments LLC0$00.00%−12−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−5−100.0%Sold out
Sofos Investments, Inc.0$00.00%−70−100.0%Sold out
Disciplined Investments, LLC0$00.00%−3−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−1−100.0%Sold out
Valley National Advisers Inc0$00.00%−2−100.0%Sold out
First Capital Advisors Group, LLC.––––Not filed