Position in PJT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,193,349
+$1,194,392 QoQ
Shares Held
180,160
-3.2% QoQ
Ownership
0.705%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 415 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 87%
None 13%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $5,382,471,364 across 26 Capital Markets names. PJT ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,136,909 | $1,149,835,651 | |
| 2 | MS |
Morgan Stanley
|
5,129,203 | $1,072,208,592 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,971,114 | $735,494,688 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
7,382,141 | $642,541,548 | |
| 5 | TW |
Tradeweb Markets Inc.
|
6,204,054 | $618,296,019 | |
| 6 | EVR |
Evercore Inc.
|
624,987 | $213,395,560 | |
| 7 | SF |
Stifel Financial Corp
|
2,565,429 | $178,989,979 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
929,760 | $124,708,706 |
All Filings in PJT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,193,349 | 180,160 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $25,998,957 | 186,079 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $37,670,326 | 225,301 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $56,055,684 | 315,398 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $64,528,809 | 391,060 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $42,136,814 | 305,605 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $88,612,680 | 561,515 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $85,316,130 | 639,839 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $70,853,164 | 656,595 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $61,063,982 | 647,825 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $66,453,670 | 652,338 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $66,687,257 | 839,467 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $64,184,749 | 921,665 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $60,307,379 | 835,398 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $33,255,927 | 451,295 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $18,472,121 | 276,446 | Shares | Defined | 2022-11-14 | |
| 2021-09-30 | $562,313 | 7,108 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $490,523 | 6,872 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $272,629 | 4,030 | Shares | Defined | 2021-05-17 | |
| 2020-06-30 | $411,900 | 8,023 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||