Position in PJT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$12,493,480
-$77,101,808 QoQ
Shares Held
89,418
-83.3% QoQ
Ownership
0.346%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 92%
None 8%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Invesco Ltd. holds $8,056,250,455 across 49 Capital Markets names. PJT ranks #34 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,633,486 | $2,227,902,810 | |
| 2 | SCHW |
Schwab Charles Corp
|
16,956,980 | $1,593,616,969 | |
| 3 | MS |
Morgan Stanley
|
7,846,458 | $1,291,291,585 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,647,168 | $647,035,553 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
7,392,374 | $512,291,512 | |
| 6 | EVR |
Evercore Inc.
|
1,424,686 | $425,283,013 | |
| 7 | PIPR |
Piper Sandler Companies
|
2,609,305 | $199,742,293 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
349,011 | $104,992,973 |
All Filings in PJT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,493,480 | 89,418 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $89,595,288 | 535,857 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $92,315,090 | 519,412 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $85,814,437 | 520,056 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $34,693,499 | 251,621 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $45,439,020 | 287,935 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $27,524,172 | 206,421 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $12,832,115 | 118,915 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,598,113 | 91,217 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,613,487 | 45,288 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,974,957 | 24,861 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,908,065 | 27,399 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,123,972 | 29,422 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,508,065 | 20,465 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,764,247 | 26,403 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,624,310 | 23,112 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,365,158 | 21,628 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,359,402 | 18,348 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,300,487 | 16,439 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,015,094 | 14,221 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $887,229 | 13,115 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,243,581 | 16,526 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $615,494 | 10,155 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $611,715 | 11,915 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $303,685 | 6,999 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||