Position in PJT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,528,326
+$12,294,276 QoQ
Shares Held
348,008
+20.9% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 415 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026GOLDMAN SACHS GROUP INC holds $8,384,808,686 across 59 Capital Markets names. PJT ranks #23 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
13,906,759 | $2,907,068,900 | |
| 2 | SCHW |
Schwab Charles Corp
|
12,649,537 | $1,167,172,776 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
6,579,864 | $659,828,759 | |
| 4 | IREN |
IREN Ltd
|
12,518,530 | $572,472,376 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,695,954 | $477,716,321 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,156,847 | $361,811,961 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
2,881,938 | $180,495,775 | |
| 8 | FUTU |
Futu Holdings Ltd
|
1,753,961 | $164,416,303 |
All Filings in PJT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,528,326 | 348,008 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $40,234,050 | 287,962 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $48,788,959 | 291,800 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $65,692,738 | 369,621 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $56,697,764 | 343,602 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $51,089,502 | 370,536 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $55,348,699 | 350,730 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $23,038,751 | 172,782 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $29,077,858 | 269,464 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $20,210,002 | 214,407 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $18,178,700 | 178,450 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $17,442,084 | 219,563 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $13,755,988 | 197,530 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $22,317,971 | 309,156 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $25,164,913 | 341,497 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $38,799,166 | 580,652 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $38,036,097 | 541,208 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $31,158,303 | 493,636 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $32,459,050 | 438,103 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $42,035,414 | 531,354 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $39,573,499 | 554,406 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $56,323,292 | 832,569 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $62,987,485 | 837,043 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $38,388,615 | 633,371 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $27,719,954 | 539,929 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $20,142,245 | 464,214 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||