Position in PJT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$104,934,609
-$9,243,929 QoQ
Shares Held
751,035
+10.0% QoQ
Ownership
2.91%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $20,181,717,717 across 70 Capital Markets names. PJT ranks #21 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,114,833 | $6,019,077,569 | |
| 2 | MS |
Morgan Stanley
|
27,702,674 | $4,559,029,059 | |
| 3 | SCHW |
Schwab Charles Corp
|
38,692,266 | $3,636,299,157 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,505,352 | $1,490,320,893 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
10,443,607 | $700,452,720 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,594,750 | $479,748,641 | |
| 7 | EVR |
Evercore Inc.
|
1,043,338 | $311,446,826 | |
| 8 | TW |
Tradeweb Markets Inc.
|
2,119,930 | $249,430,963 |
All Filings in PJT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,934,609 | 751,035 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $114,178,538 | 682,886 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $118,456,689 | 666,498 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $111,374,818 | 674,958 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $90,775,641 | 658,367 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $100,251,958 | 635,270 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $82,542,393 | 619,037 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $61,909,045 | 573,710 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $51,179,503 | 542,961 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $53,289,725 | 523,115 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $40,222,775 | 506,329 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $35,818,776 | 514,342 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $34,970,929 | 484,429 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $35,368,399 | 479,962 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $31,852,292 | 476,688 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $32,755,469 | 466,071 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $26,799,805 | 424,585 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $30,789,433 | 415,568 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $32,491,663 | 410,715 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $30,888,196 | 432,729 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $27,531,520 | 406,970 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $28,054,177 | 372,813 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $21,400,117 | 353,079 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $16,447,127 | 320,357 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $13,778,233 | 317,544 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||