Position in PJT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$88,205,649
-$22,101,035 QoQ
Shares Held
631,303
-4.3% QoQ
Ownership
2.44%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $13,683,169,113 across 77 Capital Markets names. PJT ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,816,599 | $5,766,774,576 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,033,942 | $2,070,749,858 | |
| 3 | MS |
Morgan Stanley
|
6,127,396 | $1,008,385,555 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
11,420,694 | $791,454,086 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
4,981,737 | $475,307,519 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,283,665 | $386,164,935 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,765,572 | $319,626,906 | |
| 8 | EVR |
Evercore Inc.
|
917,801 | $273,972,767 |
All Filings in PJT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,205,649 | 631,303 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $110,306,684 | 659,729 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $109,121,061 | 613,971 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $109,817,943 | 665,523 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $85,570,115 | 620,613 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $89,935,440 | 569,897 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $76,782,900 | 575,843 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $57,671,954 | 534,445 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $33,228,815 | 352,523 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $27,371,036 | 268,686 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $12,368,566 | 155,697 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $11,122,270 | 159,711 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,173,203 | 154,775 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $16,743,322 | 227,213 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $18,676,921 | 279,511 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $4,163,485 | 56,195 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,631,362 | 71,184 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,096,739 | 99,422 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $7,957,803 | 117,632 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,232,354 | 82,822 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,835,638 | 46,785 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,511,500 | 68,397 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,050,002 | 47,246 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||