Who owns PJT (PJT)
Which tracked institutional funds hold PJT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PJT company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
62 tracked funds added or opened PJT while 120 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PJT’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PJT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PJT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 401 tracked filers holding PJT, 192 increased or opened the position and 189 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PJT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- VANGUARD PORTFOLIO MANAGEMENT LLC$177M
- VANGUARD CAPITAL MANAGEMENT LLC$146M
- VANGUARD FIDUCIARY TRUST CO$23M
- Longaeva Partners L.P.$22M
- RENAISSANCE TECHNOLOGIES LLC$7M
- Emerald Investment Advisers, LLC$4M
Full exits 21
- VANGUARD GROUP INC$411M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$24M
- NATIXIS$10M
- JANE STREET GROUP, LLC$7M
- F/m Investments LLC$5M
- PROSPECTOR PARTNERS LLC$4M
Largest adds
- Point72 Asset Management, L.P.$40M
- WASATCH ADVISORS LP$17M
- CITADEL ADVISORS LLC$9M
- Aberdeen Group plc$7M
- CAPTRUST FINANCIAL ADVISORS$7M
- SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$7M
Largest trims
- BlackRock, Inc.$268M
- Invesco Ltd.$80M
- ALLIANCEBERNSTEIN L.P.$74M
- MORGAN STANLEY$22M
- STATE STREET CORP$20M
- RAYMOND JAMES FINANCIAL INC$15M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 2,535,593 | $354M | 11.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,267,368 | $177M | 5.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,048,086 | $146M | 4.7% | 2026-Q1 |
| STATE STREET CORP added | 966,150 | $135M | 4.3% | 2026-Q1 |
| WASATCH ADVISORS LP added | 824,537 | $115M | 3.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 751,035 | $105M | 3.3% | 2026-Q1 |
| FMR LLC added | 671,142 | $94M | 3.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 631,303 | $88M | 2.8% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 604,352 | $84M | 2.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 423,018 | $59M | 1.9% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 376,736 | $53M | 1.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 369,377 | $52M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 316,011 | $44M | 1.4% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 295,584 | $41M | 1.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 290,646 | $41M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 287,962 | $40M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 275,751 | $39M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 262,549 | $37M | 1.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 230,362 | $32M | 1.0% | 2026-Q1 |
| Champlain Investment Partners, LLC added | 215,241 | $30M | 1.0% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 203,853 | $28M | 0.9% | 2026-Q1 |
| Capital Research Global Investors trimmed | 200,000 | $28M | 0.9% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 199,502 | $28M | 0.9% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 188,774 | $26M | 0.8% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 181,980 | $25M | 0.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 180,919 | $25M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 179,396 | $25M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 166,920 | $23M | 0.7% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 132,159 | $22M | 0.7% | 2026-Q1 |
| Longaeva Partners L.P. new | 154,987 | $22M | 0.7% | 2026-Q1 |
| Public Sector Pension Investment Board added | 151,962 | $21M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 135,505 | $19M | 0.6% | 2026-Q1 |
| Aberdeen Group plc added | 131,390 | $18M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 130,502 | $18M | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 128,528 | $18M | 0.6% | 2026-Q1 |
| TimesSquare Capital Management, LLC trimmed | 125,534 | $18M | 0.6% | 2026-Q1 |
| Woodline Partners LP trimmed | 119,170 | $17M | 0.5% | 2026-Q1 |
| Tidal Investments LLC trimmed | 115,046 | $16M | 0.5% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 100,908 | $14M | 0.5% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 100,908 | $14M | 0.4% | 2026-Q1 |
| Prospect Capital Advisors, LLC added | 98,230 | $14M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 84,947 | $12M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 82,346 | $12M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 82,022 | $11M | 0.4% | 2026-Q1 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 80,214 | $11M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 79,361 | $11M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 79,015 | $11M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 71,978 | $10M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 70,285 | $10M | 0.3% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 67,611 | $9M | 0.3% | 2026-Q1 |
| GW&K Investment Management, LLC added | 63,573 | $9M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 62,775 | $9M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 61,145 | $9M | 0.3% | 2026-Q1 |
| Advisors Capital Management, LLC added | 61,144 | $9M | 0.3% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 59,841 | $8M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 59,005 | $8M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 57,283 | $8M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 56,711 | $8M | 0.3% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 56,188 | $8M | 0.3% | 2026-Q1 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 56,023 | $8M | 0.2% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 54,255 | $8M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 54,167 | $8M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 53,882 | $8M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 52,763 | $7M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 52,214 | $7M | 0.2% | 2026-Q1 |
| Grandeur Peak Global Advisors, LLC added | 51,710 | $7M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 50,434 | $7M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 47,700 | $7M | 0.2% | 2026-Q1 |
| Swiss National Bank | 45,635 | $6M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 44,390 | $6M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 42,826 | $6M | 0.2% | 2026-Q1 |
| UBS Group AG added | 41,779 | $6M | 0.2% | 2026-Q1 |
| Harbor Advisors LLC | 41,519 | $6M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 38,225 | $5M | 0.2% | 2026-Q1 |
| Man Group plc added | 36,792 | $5M | 0.2% | 2026-Q1 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 35,055 | $5M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 35,311 | $5M | 0.2% | 2026-Q1 |
| Asset Management Group, Inc. trimmed | 34,810 | $5M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 33,674 | $5M | 0.2% | 2026-Q1 |
| Creative Planning added | 32,219 | $5M | 0.1% | 2026-Q1 |
| Emerald Investment Advisers, LLC new | 30,513 | $4M | 0.1% | 2026-Q1 |
| Quartz Partners, LLC added | 30,094 | $4M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 30,022 | $4M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 28,389 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,455,340 | $411M | 13.1% | 2025-Q4 stale |
| Azora Capital LP added | 225,404 | $40M | 1.3% | 2025-Q3 stale |
| MACQUARIE GROUP LTD trimmed | 160,328 | $28M | 0.9% | 2025-Q3 stale |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 141,917 | $24M | 0.8% | 2025-Q4 stale |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 86,495 | $15M | 0.5% | 2025-Q3 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 84,010 | $14M | 0.4% | 2025-Q2 stale |
| CW Advisors, LLC added | 76,340 | $13M | 0.4% | 2025-Q2 stale |
| Amundi added | 64,797 | $12M | 0.4% | 2025-Q3 stale |
| NATIXIS trimmed | 61,000 | $10M | 0.3% | 2025-Q4 stale |
| TWINBEECH CAPITAL LP added | 55,108 | $8M | 0.2% | 2025-Q1 stale |
| Walleye Capital LLC added | 43,917 | $7M | 0.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 40,813 | $7M | 0.2% | 2025-Q4 stale |
| F/m Investments LLC trimmed | 30,893 | $5M | 0.2% | 2025-Q4 stale |
| Lighthouse Investment Partners, LLC added | 28,943 | $5M | 0.2% | 2025-Q2 stale |
| Baird Financial Group, Inc. added | 26,124 | $5M | 0.1% | 2025-Q3 stale |
| PROSPECTOR PARTNERS LLC trimmed | 26,800 | $4M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.