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 |
|---|---|---|---|---|---|
| Private Capital Group, LLC | 133 | $2.00K | 0.00% | +5+3.9% | Added |
| Wells Fargo & Company | 211 | $3.00K | 0.00% | +211 | 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 |
| Deutsche Bank AG | 1,500 | $20.0K | 0.00% | +1,500 | New |
| SOA Wealth Advisors, LLC. | 2,820 | $37.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,383 | $44.0K | 0.00% | −3,242−48.9% | Reduced |
| Raymond James & Associates | 10,423 | $138.0K | 0.00% | +10,423 | New |
| Renaissance Technologies LLC | 12,300 | $163.0K | 0.00% | +12,300 | New |
| Bank of New York Mellon Corp | 13,588 | $180.0K | 0.00% | +13,588 | New |
| Charles Schwab Investment Management Inc | 14,490 | $192.0K | 0.00% | +14,490 | New |
| Caption Management, LLC | 15,267 | $202.0K | 0.01% | +15,267 | New |
| Jump Financial, LLC | 18,346 | $243.0K | 0.02% | +18,346 | New |
| JPMorgan Chase & Co | 18,412 | $244.0K | 0.00% | +18,412 | New |
| Shay Capital LLC | 20,000 | $265.0K | 0.08% | −55,000−73.3% | Reduced |
| Gsa Capital Partners LLP | 23,392 | $310.0K | 0.03% | +23,392 | New |
| SEI Investments Co | 24,162 | $320.0K | 0.00% | +4,493+22.8% | Added |
| SMH Capital Advisors Inc | 31,138 | $413.0K | 0.76% | −394−1.2% | Reduced |
| Marshall Wace, LLP | 31,939 | $422.0K | 0.00% | +31,939 | New |
| Envestnet Asset Management Inc | 36,062 | $478.0K | 0.00% | +25,608+245.0% | Added |
| Goldman Sachs Group Inc | 40,319 | $534.0K | 0.00% | +40,319 | New |
| Royal Bank of Canada | 41,430 | $549.0K | 0.00% | +11,384+37.9% | Added |
| Occudo Quantitative Strategies LP | 49,482 | $656.0K | 0.08% | +49,482 | New |
| Gyon Technologies Capital Management, LP | 55,999 | $742.0K | 0.20% | −6,038−9.7% | Reduced |
| Man Group plc | 57,400 | $761.0K | 0.00% | +57,400 | New |
| Northern Trust Corp | 61,226 | $811.0K | 0.00% | +61,226 | New |
| Westfield Capital Management Co LP | 64,280 | $852.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 66,950 | $887.0K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 75,551 | $1.00M | 0.01% | +75,551 | New |
| Marshall Wace North America L.P. | 100,520 | $1.33M | 0.01% | +100,520 | New |
| State Street Corp | 106,700 | $1.41M | 0.00% | +106,700 | New |
| Stifel Financial Corp | 111,500 | $1.48M | 0.00% | +111,500 | New |
| Public Employees Retirement System of Ohio | 139,816 | $1.85M | 0.01% | +136,525+4,148.4% | Added |
| BlackRock Inc. | 144,686 | $1.92M | 0.00% | +144,686 | New |
| Point72 Asset Management, L.P. | 149,493 | $1.98M | 0.01% | +99,493+199.0% | Added |
| Citadel Advisors LLC | 162,595 | $2.15M | 0.00% | −1,037,405−86.5% | Reduced |
| Gillson Capital LP | 164,633 | $2.18M | 0.16% | −184,412−52.8% | Reduced |
| Full18 Capital LLC | 181,794 | $2.41M | 0.97% | −12,290−6.3% | Reduced |
| Russell Investments Group, Ltd. | 224,415 | $2.97M | 0.01% | +161,165+254.8% | Added |
| Kennedy Capital Management, Inc. | 251,207 | $3.33M | 0.07% | +55,249+28.2% | Added |
| Schonfeld Strategic Advisors LLC | 291,214 | $3.86M | 0.04% | +83,423+40.1% | Added |
| Geode Capital Management, LLC | 293,411 | $3.89M | 0.00% | +273,218+1,353.0% | Added |
| State of Wisconsin Investment Board | 322,810 | $4.28M | 0.01% | +149,090+85.8% | Added |
| Boston Partners | 325,705 | $4.32M | 0.01% | +8,912+2.8% | Added |
| Brookfield Asset Management Inc. | 326,025 | $4.32M | 0.02% | +29,278+9.9% | Added |
| Ancora Advisors, LLC | 370,437 | $4.91M | 0.13% | +103,600+38.8% | Added |
| Interval Partners, LP | 460,148 | $6.10M | 0.36% | +5,060+1.1% | Added |
| Balyasny Asset Management LLC | 471,041 | $6.24M | 0.03% | −368,170−43.9% | Reduced |
| Nantahala Capital Management, LLC | 480,784 | $6.37M | 0.38% | −1,030,212−68.2% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 526,122 | $6.97M | 2.22% | +158,464+43.1% | Added |
| Moore Capital Management, LP | 545,998 | $7.23M | 0.15% | −4,724−0.9% | Reduced |
| Maltese Capital Management LLC | 548,900 | $7.27M | 1.26% | −19,827−3.5% | Reduced |
| Endeavour Capital Advisors Inc | 621,882 | $8.24M | 1.19% | −61,071−8.9% | Reduced |
| Vanguard Group Inc | 1,062,419 | $14.1M | 0.00% | +1,062,419 | New |
| Morgan Stanley | 1,196,118 | $15.8M | 0.00% | +1,083,063+958.0% | Added |
| Millennium Management LLC | 1,579,753 | $20.9M | 0.03% | −79,672−4.8% | Reduced |
| Schroder Investment Management Group | 1,611,196 | $21.3M | 0.03% | +122,293+8.2% | Added |
| Azora Capital LP | 1,676,302 | $22.2M | 2.64% | +1,142,288+213.9% | Added |
| Adage Capital Partners GP, L.L.C. | 2,629,601 | $34.8M | 0.07% | −456,705−14.8% | Reduced |
| Basswood Capital Management, L.L.C. | 2,773,669 | $36.8M | 1.49% | +897,959+47.9% | Added |
| Westwood Holdings Group Inc. | 2,950,150 | $39.1M | 0.42% | +1,901,745+181.4% | Added |
| Samlyn Capital, LLC | 3,121,343 | $41.4M | 0.61% | −486,046−13.5% | Reduced |
| FMR LLC | 3,907,222 | $51.8M | 0.00% | +663,571+20.5% | Added |
| Wellington Management Group LLP | 5,515,303 | $72.9M | 0.01% | +793,624+16.8% | 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 |