Position in PJT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$92,787,945
+$4,582,296 QoQ
Shares Held
614,734
-2.6% QoQ
Ownership
2.40%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. PJT ranks #25 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,030,974 | $7,110,916,164 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,793,553 | $2,103,161,122 | |
| 3 | MS |
Morgan Stanley
|
6,085,858 | $1,272,187,752 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,105,436 | $1,013,373,115 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
8,315,961 | $520,828,628 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,146,242 | $447,928,898 | |
| 7 | HUT |
Hut 8 Corp.
|
3,320,981 | $383,390,646 | |
| 8 | IREN |
IREN Ltd
|
7,257,285 | $331,875,639 |
All Filings in PJT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,787,945 | 614,734 | Shares | Defined | 2026-08-13 | |
| 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 | |
| 2022-06-30 | $6,199,745 | 88,215 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,212,742 | 50,899 | Shares | Defined | 2022-10-27 | |
| 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. | ||||||