Position in PJT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$18,932,756
-$6,919,540 QoQ
Shares Held
135,505
-12.4% QoQ
Ownership
0.525%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.16689421054573.ToString("F0")%
Shared 0.ToString("F0")%
None 2.833105789454264.ToString("F0")%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Rockefeller Capital Management L.P. holds $472,401,756 across 39 Capital Markets names. PJT ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
189,347 | $160,185,666 | |
| 2 | SNEX |
StoneX Group Inc.
|
809,992 | $65,325,851 | |
| 3 | MS |
Morgan Stanley
|
395,070 | $65,016,669 | |
| 4 | EVR |
Evercore Inc.
|
173,133 | $51,681,928 | |
| 5 | SCHW |
Schwab Charles Corp
|
349,334 | $32,830,408 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
246,949 | $23,561,404 | |
| 7 | PJT |
PJT Partners Inc.
This page
|
135,505 | $18,932,756 | |
| 8 | BGC |
BGC Group, Inc.
|
1,630,485 | $15,946,142 |
All Filings in PJT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,932,756 | 135,505 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $25,852,296 | 154,619 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $29,281,372 | 164,752 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $31,290,680 | 189,629 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,020,350 | 174,212 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $33,636,095 | 213,143 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $40,130,539 | 300,964 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $31,510,906 | 292,011 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $25,379,316 | 269,248 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $27,731,356 | 272,223 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $18,737,194 | 235,866 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,869,711 | 199,163 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,005,605 | 138,601 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $346,195 | 4,698 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $101,566 | 1,520 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $101,414 | 1,443 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $91,587 | 1,451 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $109,060 | 1,472 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $86,783 | 1,097 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $42,756 | 599 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $191,314 | 2,828 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $246,669 | 3,278 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $56,124 | 926 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $27,004 | 526 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $22,562 | 520 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||