Position in PJT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$61,334,315
+$9,724,963 QoQ
Shares Held
406,349
+10.0% QoQ
Ownership
1.59%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 5%
None 5%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $6,615,956,269 across 37 Capital Markets names. PJT ranks #21 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,872,835 | $1,894,129,132 | |
| 2 | MS |
Morgan Stanley
|
7,023,920 | $1,468,280,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,309,493 | $582,176,917 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,789,915 | $279,772,674 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
820,595 | $231,145,198 | |
| 6 | SF |
Stifel Financial Corp
|
2,902,428 | $202,502,398 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,479,350 | $195,868,649 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
6,987,744 | $191,324,429 |
All Filings in PJT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,334,315 | 406,349 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $51,609,352 | 369,377 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $60,198,687 | 360,040 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $63,774,498 | 358,828 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $58,146,223 | 352,380 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $48,363,199 | 350,763 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $59,675,060 | 378,145 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $60,593,161 | 454,426 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $49,446,086 | 458,216 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $41,106,689 | 436,099 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $42,974,876 | 421,860 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $32,808,955 | 413,003 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $28,907,771 | 415,103 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $29,783,787 | 412,575 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $30,098,751 | 408,451 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $27,407,022 | 410,162 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $28,846,142 | 410,446 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $26,304,186 | 416,733 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $31,015,037 | 418,613 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $33,152,785 | 419,072 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $29,149,165 | 408,366 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $27,693,068 | 409,358 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $30,860,928 | 410,112 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $25,211,578 | 415,964 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $21,336,390 | 415,590 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $17,584,014 | 405,255 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||