Position in PJT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,447,574
-$23,034,765 QoQ
Shares Held
36,091
-82.3% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 415 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $2,758,928,266 across 16 Capital Markets names. PJT ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,226,529 | $2,137,753,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
278,347 | $281,511,804 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,170,390 | $107,991,885 | |
| 4 | EVR |
Evercore Inc.
|
172,702 | $58,967,370 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
505,117 | $50,653,132 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
263,456 | $35,337,353 | |
| 7 | FUTU |
Futu Holdings Ltd
|
376,596 | $35,302,108 | |
| 8 | PWP |
Perella Weinberg Partners
|
1,128,125 | $18,004,875 |
All Filings in PJT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,447,574 | 36,091 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $28,482,339 | 203,853 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $34,702,693 | 207,552 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $38,467,879 | 216,440 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $34,672,890 | 210,126 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,867,817 | 144,095 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $28,766,868 | 182,288 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $32,270,012 | 242,013 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $26,615,029 | 246,641 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,578,663 | 239,536 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $29,820,913 | 292,735 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $29,530,231 | 371,730 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,207,677 | 304,533 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $28,230,909 | 391,064 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $23,655,742 | 321,017 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $27,044,526 | 404,737 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,215,606 | 344,559 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $19,775,685 | 313,303 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,990,050 | 40,357 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,898,244 | 23,995 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,043,252 | 28,625 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,163,241 | 17,195 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $509,066 | 6,765 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $406,511 | 6,707 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||