| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $516.0M | 3.7M | ▼−0.7% Reduced · −26K sh | Q1 2026 | |
| 2 | WASATCH ADVISORS LP | $223.1M | 1.5M | ▲+79% Added · +654K sh | Q2 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $177.1M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $146.4M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $135.0M | 966K | ▲+4.0% Added · +37K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $105.0M | 751K | ▲+10.0% Added · +68K sh | Q1 2026 | |
| 7 | FMR LLC | $98.3M | 703K | ▲+21% Added · +123K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $88.2M | 631K | ▼−4.3% Reduced · −28K sh | Q1 2026 | |
| 9 | CONGRESS ASSET MANAGEMENT CO | $84.4M | 604K | ▲+3.5% Added · +20K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $58.6M | 423K | ▼−3.3% Reduced · −14K sh | Q1 2026 | |
| 11 | Clearbridge Investments, LLC | $52.6M | 377K | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $51.6M | 369K | ▲+2.6% Added · +9K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $44.2M | 316K | ▼−8.3% Reduced · −29K sh | Q1 2026 | |
| 14 | LOOMIS SAYLES & CO L P | $41.3M | 296K | ▼−7.7% Reduced · −25K sh | Q1 2026 | |
| 15 | Point72 Asset Management, L.P. | $40.6M | 291K | ▲65× Added · +286K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $40.2M | 288K | ▼−1.3% Reduced · −4K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $38.5M | 276K | ▲+0.9% Added · +3K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $36.7M | 263K | ▲+3.9% Added · +10K sh | Q1 2026 | |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $32.2M | 230K | ▲+18% Added · +35K sh | Q1 2026 | |
| 20 | Champlain Investment Partners, LLC | $30.1M | 215K | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 21 | SCHRODER INVESTMENT MANAGEMENT GROUP | $28.2M | 204K | ▼−1.8% Reduced · −4K sh | Q1 2026 | |
| 22 | BNP Paribas Asset Management Holding S.A. | $27.9M | 200K | ▲+6.6% Added · +12K sh | Q1 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $26.4M | 189K | ▲+15% Added · +25K sh | Q1 2026 | |
| 24 | JANUS HENDERSON GROUP PLC | $25.4M | 182K | ▲+49% Added · +60K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $25.1M | 179K | ▼−13% Reduced · −26K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 126 funds | $52.6B |
| ELI LILLY & COLLY | 126 funds | $13.8B |
| COSTCO WHOLESALE CORPCOST | 126 funds | $9.5B |
| NVIDIA CORPNVDA | 125 funds | $76.0B |
| APPLE INCAAPL | 125 funds | $63.8B |
| META PLATFORMS INC-CLASS AMETA | 125 funds | $23.7B |
| UNITEDHEALTH GROUP INCUNH | 125 funds | $4.6B |
| SERVICENOW INCNOW | 125 funds | $3.3B |
| AMAZON.COM INCAMZN | 124 funds | $38.5B |
| ALPHABET INC-CL AGOOGL | 124 funds | $36.5B |
| BROADCOM INCAVGO | 124 funds | $28.1B |
| JPMORGAN CHASE & COJPM | 124 funds | $18.6B |
Ranked by how many of PJT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 6, 2026 | Travin David Adam | General Counsel | Sell (S) | 3K | $419K |
| May 6, 2026 | Travin David Adam | General Counsel | Sell (S) | 252 | $39K |
| May 1, 2026 | Meates Helen T | Chief Financial Officer | Sell (S) | 8K | $1.2M |
| Aug 7, 2025 | Skaugen Grace Reksten | Director | Sell (S) | 2K | $266K |
| Jul 31, 2025 | Travin David Adam | General Counsel | Sell (S) | 2K | $407K |
| May 30, 2025 | Cornwell Kievdi Don | Director | Sell (S) | 1K | $151K |
| May 30, 2025 | Cornwell Kievdi Don | Director | Sell (S) | 7K | $1.1M |
| May 30, 2025 | Cornwell Kievdi Don | Director | Sell (S) | 2K | $307K |
| May 29, 2025 | Cornwell Kievdi Don | Director | Sell (S) | 10K | $1.4M |
| May 2, 2025 | Travin David Adam | General Counsel | Sell (S) | 5K | $709K |
| Nov 12, 2024 | Whitney Kenneth C | Director | Sell (S) | 2K | $276K |
| Nov 8, 2024 | Travin David Adam | General Counsel | Sell (S) | 2K | $245K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PJT/capital-change-brief"
Use Arkolith's capital_change_brief for PJT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PJT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.