AI Holders Summary · Q1 2026

427 institutions reported PJT in Q1 2026. BlackRock, Inc. leads at 25.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$516M3.7M0.01%Q1 2026 02

WASATCH ADVISORS LP

CIK 0000814133

$223M1.5M1.46%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$177M1.3M0.01%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$146M1.0M0.00%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$135M966K0.00%Q1 2026 06

CONGRESS ASSET MANAGEMENT CO

CIK 0000897378

$109M723K0.67%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$105M751K0.01%Q1 2026 08

FMR LLC

CIK 0000315066

$98M703K0.01%Q1 2026 09

MORGAN STANLEY

CIK 0000895421

$88M631K0.01%Q1 2026 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$59M423K0.02%Q1 2026 11

Clearbridge Investments, LLC

CIK 0001348883

$53M377K0.05%Q1 2026 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$52M369K0.01%Q1 2026 13

BANK OF AMERICA CORP /DE/

CIK 0000070858

$44M316K0.00%Q1 2026 14

LOOMIS SAYLES & CO L P

CIK 0000312348

$41M296K0.06%Q1 2026 15

Point72 Asset Management, L.P.

CIK 0001603466

$41M291K0.05%Q1 2026 16

GOLDMAN SACHS GROUP INC

CIK 0000886982

$40M288K0.00%Q1 2026 17

NORTHERN TRUST CORP

CIK 0000073124· Index

$39M276K0.01%Q1 2026 18

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$37M263K0.01%Q1 2026 19

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$32M230K0.01%Q1 2026 20

Champlain Investment Partners, LLC

CIK 0001315478

$30M215K0.38%Q1 2026

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