Position in PJT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$98,268,706
+$1,305,917 QoQ
Shares Held
703,326
+21.3% QoQ
Ownership
2.72%
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 99%
Shared 0%
None 1%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FMR LLC holds $17,120,590,307 across 47 Capital Markets names. PJT ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,730,023 | $3,740,679,882 | |
| 2 | SCHW |
Schwab Charles Corp
|
35,688,169 | $3,353,974,119 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,341,232 | $2,826,648,856 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
18,057,391 | $1,251,377,194 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
12,501,284 | $838,461,116 | |
| 6 | SF |
Stifel Financial Corp
|
8,136,211 | $601,428,715 | |
| 7 | EVR |
Evercore Inc.
|
1,669,662 | $498,410,801 | |
| 8 | LAZ |
Lazard, Inc.
|
10,611,910 | $450,793,935 |
All Filings in PJT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,268,706 | 703,326 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $96,962,789 | 579,921 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $104,667,860 | 588,915 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $99,268,693 | 601,592 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $87,567,172 | 635,097 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $100,650,743 | 637,797 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $55,638,913 | 417,271 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $40,602,646 | 376,264 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $36,891,666 | 391,382 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $38,906,698 | 381,925 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $30,343,217 | 381,964 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $25,110,232 | 360,572 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $12,452,772 | 172,500 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $11,601,973 | 157,443 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $14,779,112 | 221,178 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $15,660,209 | 222,826 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $15,253,830 | 241,664 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $14,883,641 | 200,886 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $27,504,330 | 347,672 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $31,300,129 | 438,500 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $35,066,376 | 518,350 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $34,779,044 | 462,180 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $29,638,107 | 488,997 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $25,806,256 | 502,654 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $32,089,724 | 739,565 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||