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, Q4 2025

Institutional positions in PJT Partners Inc. as of Dec 31, 2025. 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
411
+23 vs. Q3 2025
Shares held
20.7M
−264.3K (−1.3%) vs. Q3 2025
Total value
$3.46B
−$263.4M (−7.1%) vs. Q3 2025
New holders
63
119 more added
Sold out
40
140 more reduced

6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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 holdersQ4 2025: 411 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 heldQ4 2025: $3.46B
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, Q4 2025

Shares, value and share of portfolio for each institution holding PJT Partners Inc.; share changes are against Q3 2025.

Institutions holding PJT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bruce G. Allen Investments, LLC0$180.00%0Unchanged
Dunhill Financial, LLC1$860.00%+1New
Essential Partners LLC1$1670.00%−2−66.7%Reduced
Trust Co of Vermont1$1670.00%00.0%Unchanged
Bogart Wealth, LLC1$1670.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$1670.00%00.0%Unchanged
TFC Financial Management1$1680.00%00.0%Unchanged
Truvestments Capital LLC2$3340.00%00.0%Unchanged
SHP Wealth Management2$3340.00%+2New
Sachetta, LLC2$3350.00%00.0%Unchanged
Rialto Wealth Management, LLC2$3350.00%00.0%Unchanged
HFM Investment Advisors, LLC2$3350.00%00.0%Unchanged
TD Capital Management LLC2$3350.00%+2New
Gilpin Wealth Management, LLC2$3350.00%+2New
Strategic Advocates LLC2$3390.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.3$5020.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.3$5020.00%00.0%Unchanged
Trust Co of Toledo NA3$5020.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec3$5020.00%00.0%Unchanged
Ankerstar Wealth, LLC3$5020.00%+3New
GWM Advisors LLC3$5420.00%00.0%Unchanged
Abound Wealth Management3$5570.00%+1+50.0%Added
Walsh & Associates, LLC4$6680.00%+4New
Fortitude Family Office, LLC4$6690.00%−2−33.3%Reduced
South State Corp.4$6690.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp4$6690.00%00.0%Unchanged
Spire Wealth Management5$8360.00%−47−90.4%Reduced
Manchester Capital Management LLC5$8360.00%00.0%Unchanged
AdvisorNet Financial, Inc5$8360.00%00.0%Unchanged
Kilter Group LLC5$8360.00%00.0%Unchanged
Darwin Advisors, LLC5$8380.00%00.0%Unchanged
Capital Analysts, LLC8$1.00K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.6$1.00K0.00%+6New
Smallwood Wealth Investment Management, LLC6$1.00K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.6$1.00K0.00%+6New
Cape Investment Advisory, Inc.7$1.17K0.00%00.0%Unchanged
Accordant Advisory Group Inc7$1.17K0.00%00.0%Unchanged
Atwood & Palmer Inc7$1.17K0.00%+7New
True Wealth Design, LLC8$1.34K0.00%−1−11.1%Reduced
Creative Financial Designs Inc8$1.34K0.00%00.0%Unchanged
Optima Capital LLC8$1.34K0.00%+8New
Curio Wealth, LLC8$1.37K0.00%+8New
BOK Financial Private Wealth, Inc.9$1.50K0.00%+9New
Key Capital Management, INC10$1.67K0.00%+10New
CoreCap Advisors, LLC11$1.84K0.00%00.0%Unchanged
Millstone Evans Group, LLC11$1.84K0.00%00.0%Unchanged
UMA Financial Services, Inc.11$1.84K0.00%00.0%Unchanged
SageView Advisory Group, LLC11$1.84K0.00%+11New
DAGCO, Inc.12$2.01K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co13$2.17K0.00%+1+8.3%Added
Farmers & Merchants Investments Inc13$2.17K0.00%00.0%Unchanged
Evelyn Partners Investment Management (Europe) Ltd13$2.17K0.00%00.0%Unchanged
Brown Brothers Harriman & Co13$2.17K0.00%+13New
Harbour Investments, Inc.14$2.34K0.00%+1+7.7%Added
Flagship Harbor Advisors, LLC14$2.34K0.00%+14New
Transamerica Financial Advisors, Inc.16$2.67K0.00%00.0%Unchanged
Geneos Wealth Management Inc.18$3.01K0.00%00.0%Unchanged
Zions Bancorporation, National Association18$3.01K0.00%+18New
Parkside Financial Bank & Trust19$3.18K0.00%00.0%Unchanged
Boreal Capital Management LLC0$3.34K0.00%0New
Montag A & Associates Inc22$3.68K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC22$3.69K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.23$3.85K0.00%+23New
CVA Family Office, LLC24$4.01K0.00%00.0%Unchanged
Godsey & Gibb Associates25$4.18K0.00%00.0%Unchanged
Hollencrest Capital Management25$4.18K0.00%00.0%Unchanged
Anchor Investment Management, LLC25$4.18K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC25$4.18K0.00%+12+92.3%Added
Evolution Wealth Management Inc.25$4.18K0.00%+25New
Cary Street Partner Investment Advisory LLC26$4.35K0.00%−6−18.8%Reduced
Optiver Holding B.V.29$4.85K0.00%−58−66.7%Reduced
JFS Wealth Advisors, LLC29$4.85K0.00%+4+16.0%Added
Kingdom Financial Group LLC.29$4.85K0.00%+29New
Morse Asset Management, Inc30$5.02K0.00%−405−93.1%Reduced
Compagnie Lombard Odier SCmA30$5.02K0.00%00.0%Unchanged
Concord Wealth Partners32$5.35K0.00%00.0%Unchanged
Bell Investment Advisors, Inc34$5.68K0.00%00.0%Unchanged
LRI Investments, LLC37$6.18K0.00%00.0%Unchanged
Thompson Investment Management, Inc.37$6.19K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC37$6.19K0.00%+37New
Wolff Wiese Magana LLC41$6.86K0.00%00.0%Unchanged
WealthCollab, LLC41$6.86K0.00%00.0%Unchanged
Private Wealth Management Group, LLC42$7.08K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd48$8.00K0.00%00.0%Unchanged
Fifth Third Bancorp50$8.36K0.00%−1−2.0%Reduced
Sound Income Strategies, LLC45$8.48K0.00%+45New
Massmutual Trust Co FSB53$8.86K0.00%00.0%Unchanged
Bare Financial Services, Inc53$8.86K0.00%+11+26.2%Added
Assetmark, Inc54$9.03K0.00%−3−5.3%Reduced
Rothschild Investment LLC54$9.03K0.00%00.0%Unchanged
Root Financial Partners, LLC56$9.36K0.00%+6+12.0%Added
Clearstead Advisors, LLC57$9.53K0.00%+12+26.7%Added
IFP Advisors, Inc58$9.70K0.00%−18−23.7%Reduced
Gunpowder Capital Management, LLC dba Oliver Wealth Management62$10.4K0.01%+62New
GHP Investment Advisors, Inc.64$10.7K0.00%00.0%Unchanged
Whittier Trust Co59$10.7K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd65$10.9K0.00%00.0%Unchanged
Hantz Financial Services, Inc.68$11.0K0.00%+60+750.0%Added
Bank of Jackson Hole Trust70$11.7K0.01%00.0%Unchanged
SBI Securities Co., Ltd.75$12.5K0.00%−10−11.8%Reduced