Filing Research | PJT - PJT PARTNERS INC Institutional Holdings

Snapshot holdings

50 / 81 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	1.5MSH	$223.1M
2	CONGRESS ASSET MANAGEMENT CO	Shares	723.5KSH	$109.2M
3	JOHNSON INVESTMENT COUNSEL INC	Shares	16.1KSH	$2.4M
4	Y-Intercept (Hong Kong) Ltd	Shares	15.6KSH	$2.3M
5	TRUST CO OF TOLEDO NA /OH/	Shares	13.2KSH	$2.0M
6	Louisiana State Employees Retirement System	Shares	11.3KSH	$1.7M
7	Police & Firemen's Retirement System of New Jersey	Shares	7.3KSH	$1.1M
8	Curated Wealth Partners LLC	Shares	37.5KSH	$1.1M
9	Portside Wealth Group, LLC	Shares	6.7KSH	$1.0M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.7KSH	$1.0M
11	CARY STREET PARTNERS FINANCIAL LLC	Shares	6.3KSH	$945.2K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.1KSH	$924.4K
13	Diversified Trust Co	Shares	5.7KSH	$858.2K
14	First Bank & Trust	Shares	4.8KSH	$717.3K
15	GUARDIAN INVESTMENT MANAGEMENT	Shares	4.3KSH	$644.0K
16	Procyon Advisors, LLC	Shares	4.1KSH	$623.2K
17	Alliance Wealth Advisors, LLC /UT	Shares	2.8KSH	$418.3K
18	Envestnet Portfolio Solutions, Inc.	Shares	2.7KSH	$412.1K
19	Amplius Wealth Advisors, LLC	Shares	2.4KSH	$368.0K
20	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.4KSH	$355.5K
21	Prospera Financial Services Inc	Shares	2.1KSH	$311.3K
22	OLD NATIONAL BANCORP /IN/	Shares	1.9KSH	$290.4K
23	Linden Thomas Advisory Services, LLC	Shares	1.9KSH	$285.6K
24	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	1.8KSH	$271.1K
25	INDEPENDENT FINANCIAL GROUP, LLC	Shares	1.7KSH	$255.1K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.6KSH	$252.8K
27	SeaCrest Wealth Management, LLC	Shares	1.6KSH	$243.2K
28	D.A. DAVIDSON & CO.	Shares	1.6KSH	$234.3K
29	Farther Finance Advisors, LLC	Shares	1.5KSH	$223.0K
30	Balefire, LLC	Shares	1.5KSH	$220.4K
31	SIGNATUREFD, LLC	Shares	565SH	$85.3K
32	GAMMA Investing LLC	Shares	543SH	$82.0K
33	FIRST HORIZON CORP	Shares	486SH	$73.4K
34	Versant Capital Management, Inc	Shares	234SH	$35.3K
35	SJS Investment Consulting Inc.	Shares	157SH	$23.7K
36	LANARK FINANCIAL, INC.	Shares	123SH	$18.6K
37	EverSource Wealth Advisors, LLC	Shares	101SH	$15.2K
38	Key FInancial Inc	Shares	100SH	$15.1K
39	Crewe Advisors LLC	Shares	99SH	$14.9K
40	Main Street Group, LTD	Shares	94SH	$14.2K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	76SH	$11.8K
42	MassMutual Private Wealth & Trust, FSB	Shares	73SH	$11.0K
43	SBI Securities Co., Ltd.	Shares	72SH	$10.9K
44	GHP Investment Advisors, Inc.	Shares	64SH	$9.7K
45	Allied Private Wealth LLC	Shares	58SH	$9.1K
46	LRI Investments, LLC	Shares	52SH	$7.8K
47	WOLFF WIESE MAGANA LLC	Shares	41SH	$6.2K
48	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	37SH	$5.6K
49	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	37SH	$5.6K
50	IFP Advisors, Inc	Shares	35SH	$5.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 85 loaded

#		Instrument
1	WASATCH ADVISORS LP added	Shares	+653.7K	+$107.9M	$223.1M
2	CONGRESS ASSET MANAGEMENT CO added	Shares	+119.1K	+$24.8M	$109.2M
3	Curated Wealth Partners LLC new	Shares	+37.5K	+$1.1M	$1.1M
4	Y-Intercept (Hong Kong) Ltd added	Shares	+5.5K	+$948.0K	$2.3M
5	Procyon Advisors, LLC added	Shares	+2.7K	+$417.7K	$623.2K
6	Envestnet Portfolio Solutions, Inc. new	Shares	+2.7K	+$412.1K	$412.1K
7	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+2.4K	+$355.5K	$355.5K
8	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+1.8K	+$271.1K	$271.1K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+1.6K	+$252.8K	$252.8K
10	Balefire, LLC new	Shares	+1.5K	+$220.4K	$220.4K
11	Police & Firemen's Retirement System of New Jersey added	Shares	+959	+$215.5K	$1.1M
12	Louisiana State Employees Retirement System added	Shares	+500	+$196.6K	$1.7M
13	JOHNSON INVESTMENT COUNSEL INC added	Shares	+106	+$195.9K	$2.4M
14	Portside Wealth Group, LLC added	Shares	+819	+$190.1K	$1.0M
15	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$148.1K	$2.0M
16	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+238	+$108.5K	$1.0M
17	First Bank & Trust added	Shares	+275	+$91.7K	$717.3K
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+113	+$84.5K	$924.4K
19	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$70.3K	$945.2K
20	GUARDIAN INVESTMENT MANAGEMENT added	Shares	+4	+$48.5K	$644.0K
21	Diversified Trust Co trimmed	Shares	-111	+$48.3K	$858.2K
22	Alliance Wealth Advisors, LLC /UT added	Shares	+48	+$37.8K	$418.3K
23	SIGNATUREFD, LLC added	Shares	+201	+$34.4K	$85.3K
24	Amplius Wealth Advisors, LLC added	Shares	+4	+$27.9K	$368.0K
25	Prospera Financial Services Inc added	Shares	+2	+$23.4K	$311.3K
26	Linden Thomas Advisory Services, LLC trimmed	Shares	-16	+$19.0K	$285.6K
27	D.A. DAVIDSON & CO. unchanged	Shares	0	+$17.4K	$234.3K
28	OLD NATIONAL BANCORP /IN/ trimmed	Shares	-30	+$17.4K	$290.4K
29	Versant Capital Management, Inc added	Shares	+99	+$16.5K	$35.3K
30	Farther Finance Advisors, LLC trimmed	Shares	-31	+$10.2K	$223.0K
31	GAMMA Investing LLC added	Shares	+22	+$9.2K	$82.0K
32	FIRST HORIZON CORP trimmed	Shares	-3	+$5.0K	$73.4K
33	SJS Investment Consulting Inc. unchanged	Shares	0	+$1.8K	$23.7K
34	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+6	+$1.3K	$5.6K
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.1K	$11.8K
36	Key FInancial Inc unchanged	Shares	0	+$1.1K	$15.1K
37	Main Street Group, LTD unchanged	Shares	0	+$1.1K	$14.2K
38	Cape Investment Advisory, Inc. new	Shares	+7	+$1.1K	$1.1K
39	JFS WEALTH ADVISORS, LLC added	Shares	+3	+$779	$4.8K
40	Hughes Financial Services, LLC added	Shares	+5	+$766	$906
41	GHP Investment Advisors, Inc. unchanged	Shares	0	+$718	$9.7K
42	Fortitude Family Office, LLC added	Shares	+4	+$705	$2.0K
43	Creative Capital Management Investments LLC new	Shares	+4	+$604	$604
44	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$460	$6.2K
45	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+3	+$453	$453
46	Mascoma Wealth Management LLC new	Shares	+3	+$453	$453
47	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$415	$5.6K
48	SBI Securities Co., Ltd. trimmed	Shares	-3	+$389	$10.9K
49	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$281	$3.8K
50	GODSEY & GIBB, INC unchanged	Shares	0	+$281	$3.8K

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