Who owns PJT Partners (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-Q2 13F filings (latest filed 2026-09-22). 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
99 tracked funds added or opened PJT while 66 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 2026-Q1 and 2026-Q2, across 391 tracked filers holding PJT, 208 increased or opened the position and 177 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 19
- Azora Capital LP$49M
- Jupiter Topco LLC$29M
- MARSHALL WACE, LLP$15M
- Interval Partners, LP$12M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6M
- WINTON GROUP Ltd$5M
Full exits 34
- Capital Research Global Investors$28M
- JANUS HENDERSON GROUP PLC$25M
- Longaeva Partners L.P.$22M
- BESSEMER GROUP INC$14M
- TUDOR INVESTMENT CORP ET AL$14M
- Qube Research & Technologies Ltd$12M
Largest adds
- BlackRock, Inc.$261M
- WASATCH ADVISORS LP$108M
- ALLIANCEBERNSTEIN L.P.$96M
- FMR LLC$66M
- VANGUARD PORTFOLIO MANAGEMENT LLC$30M
- CONGRESS ASSET MANAGEMENT CO$25M
Largest trims
- SCHRODER INVESTMENT MANAGEMENT GROUP$23M
- D. E. Shaw & Co., Inc.$11M
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$8M
- Point72 Asset Management, L.P.$8M
- Public Sector Pension Investment Board$8M
- TWO SIGMA INVESTMENTS, LP$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,075,374 | $615M | 18.8% | 2026-Q2 |
| WASATCH ADVISORS LP added | 1,478,222 | $223M | 6.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,370,798 | $207M | 6.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,118,057 | $169M | 5.2% | 2026-Q2 |
| FMR LLC added | 1,057,881 | $160M | 4.9% | 2026-Q2 |
| STATE STREET CORP added | 1,053,770 | $159M | 4.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 842,197 | $118M | 3.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 792,294 | $120M | 3.7% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 723,474 | $109M | 3.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 614,734 | $93M | 2.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 409,925 | $62M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 406,349 | $61M | 1.9% | 2026-Q2 |
| Clearbridge Investments, LLC added | 393,747 | $59M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 348,008 | $53M | 1.6% | 2026-Q2 |
| Azora Capital LP added | 322,481 | $49M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 301,732 | $46M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 282,233 | $43M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 277,001 | $42M | 1.3% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 275,858 | $42M | 1.3% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 216,633 | $33M | 1.0% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 202,842 | $31M | 0.9% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 198,348 | $30M | 0.9% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 194,401 | $29M | 0.9% | 2026-Q2 |
| Jupiter Topco LLC new | 190,644 | $29M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 188,135 | $28M | 0.9% | 2026-Q2 |
| Champlain Investment Partners, LLC trimmed | 183,009 | $28M | 0.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 180,160 | $27M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 176,625 | $27M | 0.8% | 2026-Q2 |
| Squarepoint Ops LLC added | 157,151 | $24M | 0.7% | 2026-Q2 |
| Aberdeen Group plc added | 138,593 | $21M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 132,271 | $20M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 130,859 | $20M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 127,531 | $19M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 125,000 | $19M | 0.6% | 2026-Q2 |
| Woodline Partners LP added | 120,955 | $18M | 0.6% | 2026-Q2 |
| Tidal Investments LLC added | 119,193 | $18M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 118,935 | $18M | 0.5% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 103,838 | $16M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 101,163 | $15M | 0.5% | 2026-Q2 |
| Prospect Capital Advisors, LLC | 98,230 | $15M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 92,148 | $14M | 0.4% | 2026-Q2 |
| Invesco Ltd. added | 91,543 | $14M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 88,728 | $13M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 86,374 | $13M | 0.4% | 2026-Q2 |
| Interval Partners, LP added | 76,506 | $12M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 73,955 | $11M | 0.3% | 2026-Q2 |
| UBS Group AG added | 72,715 | $11M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 68,565 | $10M | 0.3% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 66,276 | $10M | 0.3% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 64,871 | $10M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 62,198 | $9M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 58,788 | $9M | 0.3% | 2026-Q2 |
| Advisors Capital Management, LLC trimmed | 58,726 | $9M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 58,304 | $9M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 56,780 | $9M | 0.3% | 2026-Q2 |
| Creative Planning added | 56,216 | $8M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 53,252 | $8M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 49,952 | $8M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 44,960 | $7M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 44,835 | $7M | 0.2% | 2026-Q2 |
| Grandeur Peak Global Advisors, LLC trimmed | 44,025 | $4M | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 42,461 | $6M | 0.2% | 2026-Q2 |
| Harbor Advisors LLC | 41,519 | $6M | 0.2% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS added | 41,275 | $6M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 40,115 | $6M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 39,588 | $6M | 0.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 39,223 | $6M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 36,091 | $5M | 0.2% | 2026-Q2 |
| Asset Management Group, Inc. added | 34,811 | $5M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 33,410 | $5M | 0.2% | 2026-Q2 |
| Quartz Partners, LLC added | 33,231 | $5M | 0.2% | 2026-Q2 |
| Emerald Investment Advisers, LLC added | 31,911 | $5M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 30,598 | $5M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd new | 30,500 | $5M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 27,912 | $4M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 27,623 | $4M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 27,347 | $4M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 26,480 | $4M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 25,677 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 25,575 | $4M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 25,058 | $4M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 22,577 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 20,706 | $3M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 19,553 | $3M | 0.1% | 2026-Q2 |
| Odyssean, LLC added | 19,511 | $3M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 19,345 | $3M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 18,593 | $3M | 0.1% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC new | 18,213 | $3M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 18,203 | $3M | 0.1% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 17,935 | $3M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 17,478 | $3M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 17,452 | $3M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 16,922 | $3M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 16,816 | $3M | 0.1% | 2026-Q2 |
| SummitTX Capital, L.P. added | 16,815 | $3M | 0.1% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 16,541 | $2M | 0.1% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 16,141 | $2M | 0.1% | 2026-Q2 |
| Independent Solutions Wealth Management, LLC trimmed | 15,970 | $2M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 15,424 | $3M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 15,424 | $3M | 0.1% | 2026-Q2 |
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.