Position in PJT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$134,990,478
-$20,382,128 QoQ
Shares Held
966,150
+4.0% QoQ
Ownership
3.74%
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 14%
Shared 0%
None 86%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026STATE STREET CORP holds $48,266,051,017 across 59 Capital Markets names. PJT ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
101,340,194 | $16,677,555,726 | |
| 2 | GS |
Goldman Sachs Group Inc
|
19,255,058 | $16,289,586,517 | |
| 3 | SCHW |
Schwab Charles Corp
|
72,763,682 | $6,838,330,834 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
33,373,068 | $2,312,753,612 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
19,092,105 | $1,280,507,482 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,863,266 | $560,526,310 | |
| 7 | EVR |
Evercore Inc.
|
1,179,024 | $351,950,454 | |
| 8 | SF |
Stifel Financial Corp
|
4,652,555 | $343,916,865 |
All Filings in PJT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $134,990,478 | 966,150 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $155,372,606 | 929,262 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $168,353,498 | 947,243 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $155,143,062 | 940,204 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $130,852,532 | 949,032 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $160,261,736 | 1,015,536 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $133,594,812 | 1,001,911 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $102,281,414 | 947,840 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $88,716,569 | 941,190 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $92,178,903 | 904,868 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $46,018,162 | 579,282 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $37,946,836 | 544,900 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $38,222,655 | 529,473 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $37,384,779 | 507,325 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $34,673,298 | 518,906 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $35,808,433 | 509,511 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $33,241,327 | 526,637 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $41,889,745 | 565,390 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $40,902,164 | 517,029 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $36,018,919 | 504,608 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $31,063,527 | 459,180 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $34,367,728 | 456,714 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $29,105,467 | 480,209 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $26,046,578 | 507,335 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $20,170,448 | 464,864 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||