Position in PJT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,003,699
+$557,091 QoQ
Shares Held
66,276
-2.0% QoQ
Ownership
0.259%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#49
of 415 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $145,420,302 across 9 Capital Markets names. PJT ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
248,624 | $51,972,360 | |
| 2 | SCHW |
Schwab Charles Corp
|
278,750 | $25,720,262 | |
| 3 | EVR |
Evercore Inc.
|
73,592 | $25,127,252 | |
| 4 | GS |
Goldman Sachs Group Inc
|
16,969 | $17,161,937 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
109,973 | $14,750,678 | |
| 6 | PJT |
PJT Partners Inc.
This page
|
66,276 | $10,003,699 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,910 | $290,010 | |
| 8 | XP |
XP Inc.
|
15,340 | $249,428 |
All Filings in PJT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,003,699 | 66,276 | Shares | Sole | 2026-08-06 | |
| 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. | ||||||