Perella Weinberg Partners
PWP- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001777835
In the last 90 days, Perella Weinberg Partners insiders filed 0 open-market purchases and 1 sale; 163 institutions reported holding it in 13F filings for Q2 2026, worth $1.26B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Perella Weinberg Partners as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 64
- +6 vs. Q2 2021
- Shares held
- 36.1M
- +1.93M (+5.6%) vs. Q2 2021
- Total value
- $478.6M
- +$43.9M (+10.1%) vs. Q2 2021
- New holders
- 22
- 24 more added
- Sold out
- 16
- 15 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PWP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 163 | $1.26B |
| Q1 2026 | 164 | $1.35B |
| Q4 2025 | 171 | $1.19B |
| Q3 2025 | 165 | $1.38B |
| Q2 2025 | 168 | $1.21B |
| Q1 2025 | 172 | $1.02B |
| Q4 2024 | 172 | $1.25B |
| Q3 2024 | 148 | $968.2M |
| Q2 2024 | 127 | $769.2M |
| Q1 2024 | 146 | $609.9M |
| Q4 2023 | 123 | $432.5M |
| Q3 2023 | 102 | $348.4M |
| Q2 2023 | 100 | $279.9M |
| Q1 2023 | 98 | $315.8M |
| Q4 2022 | 92 | $355.5M |
| Q3 2022 | 94 | $238.7M |
| Q2 2022 | 94 | $227.7M |
| Q1 2022 | 98 | $418.3M |
| Q4 2021 | 86 | $485.6M |
| Q3 2021 | 64 | $478.6M |
| Q2 2021 | 58 | $434.7M |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 5,515,303 | $72.9M | 0.01% | +793,624+16.8% | Added |
| FMR LLC | 3,907,222 | $51.8M | 0.00% | +663,571+20.5% | Added |
| Samlyn Capital, LLC | 3,121,343 | $41.4M | 0.61% | −486,046−13.5% | Reduced |
| Westwood Holdings Group Inc. | 2,950,150 | $39.1M | 0.42% | +1,901,745+181.4% | Added |
| Basswood Capital Management, L.L.C. | 2,773,669 | $36.8M | 1.49% | +897,959+47.9% | Added |
| Adage Capital Partners GP, L.L.C. | 2,629,601 | $34.8M | 0.07% | −456,705−14.8% | Reduced |
| Azora Capital LP | 1,676,302 | $22.2M | 2.64% | +1,142,288+213.9% | Added |
| Schroder Investment Management Group | 1,611,196 | $21.3M | 0.03% | +122,293+8.2% | Added |
| Millennium Management LLC | 1,579,753 | $20.9M | 0.03% | −79,672−4.8% | Reduced |
| Morgan Stanley | 1,196,118 | $15.8M | 0.00% | +1,083,063+958.0% | Added |
| Vanguard Group Inc | 1,062,419 | $14.1M | 0.00% | +1,062,419 | New |
| Endeavour Capital Advisors Inc | 621,882 | $8.24M | 1.19% | −61,071−8.9% | Reduced |
| Maltese Capital Management LLC | 548,900 | $7.27M | 1.26% | −19,827−3.5% | Reduced |
| Moore Capital Management, LP | 545,998 | $7.23M | 0.15% | −4,724−0.9% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 526,122 | $6.97M | 2.22% | +158,464+43.1% | Added |
| Nantahala Capital Management, LLC | 480,784 | $6.37M | 0.38% | −1,030,212−68.2% | Reduced |
| Balyasny Asset Management LLC | 471,041 | $6.24M | 0.03% | −368,170−43.9% | Reduced |
| Interval Partners, LP | 460,148 | $6.10M | 0.36% | +5,060+1.1% | Added |
| Ancora Advisors, LLC | 370,437 | $4.91M | 0.13% | +103,600+38.8% | Added |
| Brookfield Asset Management Inc. | 326,025 | $4.32M | 0.02% | +29,278+9.9% | Added |
| Boston Partners | 325,705 | $4.32M | 0.01% | +8,912+2.8% | Added |
| State of Wisconsin Investment Board | 322,810 | $4.28M | 0.01% | +149,090+85.8% | Added |
| Geode Capital Management, LLC | 293,411 | $3.89M | 0.00% | +273,218+1,353.0% | Added |
| Schonfeld Strategic Advisors LLC | 291,214 | $3.86M | 0.04% | +83,423+40.1% | Added |
| Kennedy Capital Management, Inc. | 251,207 | $3.33M | 0.07% | +55,249+28.2% | Added |
| Russell Investments Group, Ltd. | 224,415 | $2.97M | 0.01% | +161,165+254.8% | Added |
| Full18 Capital LLC | 181,794 | $2.41M | 0.97% | −12,290−6.3% | Reduced |
| Gillson Capital LP | 164,633 | $2.18M | 0.16% | −184,412−52.8% | Reduced |
| Citadel Advisors LLC | 162,595 | $2.15M | 0.00% | −1,037,405−86.5% | Reduced |
| Point72 Asset Management, L.P. | 149,493 | $1.98M | 0.01% | +99,493+199.0% | Added |
| BlackRock Inc. | 144,686 | $1.92M | 0.00% | +144,686 | New |
| Public Employees Retirement System of Ohio | 139,816 | $1.85M | 0.01% | +136,525+4,148.4% | Added |
| Stifel Financial Corp | 111,500 | $1.48M | 0.00% | +111,500 | New |
| State Street Corp | 106,700 | $1.41M | 0.00% | +106,700 | New |
| Marshall Wace North America L.P. | 100,520 | $1.33M | 0.01% | +100,520 | New |
| Cubist Systematic Strategies, LLC | 75,551 | $1.00M | 0.01% | +75,551 | New |
| Private Advisor Group, LLC | 66,950 | $887.0K | 0.01% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 64,280 | $852.0K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 61,226 | $811.0K | 0.00% | +61,226 | New |
| Man Group plc | 57,400 | $761.0K | 0.00% | +57,400 | New |
| Gyon Technologies Capital Management, LP | 55,999 | $742.0K | 0.20% | −6,038−9.7% | Reduced |
| Occudo Quantitative Strategies LP | 49,482 | $656.0K | 0.08% | +49,482 | New |
| Royal Bank of Canada | 41,430 | $549.0K | 0.00% | +11,384+37.9% | Added |
| Goldman Sachs Group Inc | 40,319 | $534.0K | 0.00% | +40,319 | New |
| Envestnet Asset Management Inc | 36,062 | $478.0K | 0.00% | +25,608+245.0% | Added |
| Marshall Wace, LLP | 31,939 | $422.0K | 0.00% | +31,939 | New |
| SMH Capital Advisors Inc | 31,138 | $413.0K | 0.76% | −394−1.2% | Reduced |
| SEI Investments Co | 24,162 | $320.0K | 0.00% | +4,493+22.8% | Added |
| Gsa Capital Partners LLP | 23,392 | $310.0K | 0.03% | +23,392 | New |
| Shay Capital LLC | 20,000 | $265.0K | 0.08% | −55,000−73.3% | Reduced |
| JPMorgan Chase & Co | 18,412 | $244.0K | 0.00% | +18,412 | New |
| Jump Financial, LLC | 18,346 | $243.0K | 0.02% | +18,346 | New |
| Caption Management, LLC | 15,267 | $202.0K | 0.01% | +15,267 | New |
| Charles Schwab Investment Management Inc | 14,490 | $192.0K | 0.00% | +14,490 | New |
| Bank of New York Mellon Corp | 13,588 | $180.0K | 0.00% | +13,588 | New |
| Renaissance Technologies LLC | 12,300 | $163.0K | 0.00% | +12,300 | New |
| Raymond James & Associates | 10,423 | $138.0K | 0.00% | +10,423 | New |
| Penserra Capital Management LLC | 3,383 | $44.0K | 0.00% | −3,242−48.9% | Reduced |
| SOA Wealth Advisors, LLC. | 2,820 | $37.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,500 | $20.0K | 0.00% | +1,500 | New |
| Advisor Group Holdings, Inc. | 793 | $10.0K | 0.00% | +393+98.3% | Added |
| Bank of America Corp | 802 | $10.0K | 0.00% | +802 | New |
| Wells Fargo & Company | 211 | $3.00K | 0.00% | +211 | New |
| Private Capital Group, LLC | 133 | $2.00K | 0.00% | +5+3.9% | Added |
| Corbin Capital Partners, L.P. | 0 | $0 | 0.00% | −740,034−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −562,394−100.0% | Sold out |
| Atalaya Capital Management LP | 0 | $0 | 0.00% | −591,791−100.0% | Sold out |
| P Schoenfeld Asset Management LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Linden Advisors LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| CVI Holdings, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −119,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −112,136−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −25,170−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −23,186−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,389−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |