Position in PJT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,751,854
+$819,098 QoQ
Shares Held
130,859
-3.4% QoQ
Ownership
0.512%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#32
of 414 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $538,092,195 across 42 Capital Markets names. PJT ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
206,151 | $208,494,934 | |
| 2 | MS |
Morgan Stanley
|
427,632 | $89,392,191 | |
| 3 | EVR |
Evercore Inc.
|
170,140 | $58,092,599 | |
| 4 | SNEX |
StoneX Group Inc.
|
718,330 | $56,748,108 | |
| 5 | SCHW |
Schwab Charles Corp
|
319,236 | $29,455,903 | |
| 6 | PJT |
PJT Partners Inc.
This page
|
130,859 | $19,751,854 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
287,407 | $18,000,299 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
141,159 | $14,155,423 |
All Filings in PJT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,751,854 | 130,859 | Shares | Defined | 2026-08-13 | |
| 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 | $2,431,421 | 14,735 | Shares | Defined | 2025-08-08 | |
| 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. | ||||||