Position in PJT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,003,579
+$5,781,491 QoQ
Shares Held
57,283
+331.0% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026SEI INVESTMENTS CO holds $1,106,076,231 across 38 Capital Markets names. PJT ranks #22 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,410,293 | $232,091,918 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,924,005 | $180,817,989 | |
| 3 | GS |
Goldman Sachs Group Inc
|
192,687 | $163,011,273 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
689,532 | $99,030,585 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
126,774 | $38,137,421 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
564,427 | $37,856,118 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
860,887 | $35,528,806 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
491,340 | $34,049,861 |
All Filings in PJT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,003,579 | 57,283 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,222,088 | 13,290 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,172,215 | 12,222 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,741,185 | 10,552 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,161,225 | 8,422 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,282,205 | 8,125 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,128,856 | 8,466 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,128,522 | 10,458 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $972,480 | 10,317 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,299,554 | 12,757 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,810,427 | 35,378 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,283,703 | 32,793 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,202,588 | 30,511 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,948,805 | 26,446 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,248,520 | 48,616 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,438,308 | 48,923 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,676,487 | 58,246 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,630,410 | 49,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,955,500 | 50,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,203,996 | 58,896 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $3,716,217 | 54,933 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,627,883 | 21,633 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $1,650,591 | 27,233 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $1,477,616 | 28,781 | Shares | Defined | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||