Position in PJT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$9,446,608
-$2,004,084 QoQ
Shares Held
67,611
-1.3% QoQ
Ownership
0.262%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $116,535,716 across 7 Capital Markets names. PJT ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
241,047 | $39,669,104 | |
| 2 | SCHW |
Schwab Charles Corp
|
321,887 | $30,250,940 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
173,532 | $24,922,665 | |
| 4 | GS |
Goldman Sachs Group Inc
|
13,856 | $11,722,037 | |
| 5 | PJT |
PJT Partners Inc.
This page
|
67,611 | $9,446,608 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,245 | $381,806 | |
| 7 | NMR |
Nomura Holdings Inc
|
18,068 | $142,556 |
All Filings in PJT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,446,608 | 67,611 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,450,692 | 68,485 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,113,188 | 68,155 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,154,574 | 6,997 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $6,667 | 50 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $97,119 | 900 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||