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, Q4 2021
Institutional positions in Perella Weinberg Partners as of Dec 31, 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
- 86
- +23 vs. Q3 2021
- Shares held
- 37.8M
- +1.72M (+4.8%) vs. Q3 2021
- Total value
- $485.6M
- +$8.31M (+1.7%) vs. Q3 2021
- New holders
- 29
- 27 more added
- Sold out
- 6
- 23 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 5,337,474 | $68.4M | 0.01% | −177,829−3.2% | Reduced |
| Westwood Holdings Group Inc. | 3,897,135 | $50.1M | 0.45% | +946,985+32.1% | Added |
| FMR LLC | 3,750,439 | $48.2M | 0.00% | −156,783−4.0% | Reduced |
| Samlyn Capital, LLC | 2,993,365 | $38.5M | 0.59% | −127,978−4.1% | Reduced |
| Schroder Investment Management Group | 2,983,912 | $38.4M | 0.05% | +1,372,716+85.2% | Added |
| Basswood Capital Management, L.L.C. | 2,857,118 | $36.7M | 1.69% | +83,449+3.0% | Added |
| Adage Capital Partners GP, L.L.C. | 2,538,768 | $32.6M | 0.06% | −90,833−3.5% | Reduced |
| Azora Capital LP | 1,556,679 | $20.0M | 3.13% | −119,623−7.1% | Reduced |
| Vanguard Group Inc | 1,350,314 | $17.4M | 0.00% | +287,895+27.1% | Added |
| Morgan Stanley | 1,308,426 | $16.8M | 0.00% | +112,308+9.4% | Added |
| Endeavour Capital Advisors Inc | 721,426 | $9.28M | 1.30% | +99,544+16.0% | Added |
| BlackRock Inc. | 621,649 | $7.99M | 0.00% | +476,963+329.7% | Added |
| Ancora Advisors, LLC | 585,977 | $7.54M | 0.18% | +215,540+58.2% | Added |
| Moore Capital Management, LP | 545,998 | $7.02M | 0.18% | 00.0% | Unchanged |
| Millennium Management LLC | 471,131 | $6.06M | 0.01% | −1,108,622−70.2% | Reduced |
| State of Wisconsin Investment Board | 383,720 | $4.93M | 0.01% | +60,910+18.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 381,700 | $4.91M | 0.02% | +381,700 | New |
| Kennedy Capital Management, Inc. | 361,665 | $4.65M | 0.10% | +110,458+44.0% | Added |
| Maltese Capital Management LLC | 343,700 | $4.42M | 0.73% | −205,200−37.4% | Reduced |
| State Street Corp | 339,525 | $4.37M | 0.00% | +232,825+218.2% | Added |
| Geode Capital Management, LLC | 332,091 | $4.27M | 0.00% | +38,680+13.2% | Added |
| Boston Partners | 322,242 | $4.14M | 0.00% | −3,463−1.1% | Reduced |
| Interval Partners, LP | 299,915 | $3.86M | 0.26% | −160,233−34.8% | Reduced |
| Gillson Capital LP | 294,527 | $3.79M | 0.25% | +129,894+78.9% | Added |
| Nantahala Capital Management, LLC | 278,140 | $3.58M | 0.22% | −202,644−42.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 276,214 | $3.55M | 0.03% | −15,000−5.2% | Reduced |
| Bank of America Corp | 241,082 | $3.10M | 0.00% | +240,280+29,960.1% | Added |
| Public Employees Retirement System of Ohio | 191,279 | $2.46M | 0.01% | +51,463+36.8% | Added |
| Full18 Capital LLC | 167,106 | $2.35M | 0.99% | −14,688−8.1% | Reduced |
| Balyasny Asset Management LLC | 170,426 | $2.19M | 0.01% | −300,615−63.8% | Reduced |
| Stifel Financial Corp | 167,500 | $2.15M | 0.00% | +56,000+50.2% | Added |
| Russell Investments Group, Ltd. | 145,180 | $1.87M | 0.00% | −79,235−35.3% | Reduced |
| Two Sigma Investments, LP | 94,229 | $1.21M | 0.00% | +94,229 | New |
| HRT Financial LP | 89,582 | $1.15M | 0.01% | +89,582 | New |
| Bank of New York Mellon Corp | 79,954 | $1.03M | 0.00% | +66,366+488.4% | Added |
| Swiss National Bank | 78,500 | $1.01M | 0.00% | +78,500 | New |
| Northern Trust Corp | 72,210 | $929.0K | 0.00% | +10,984+17.9% | Added |
| Private Advisor Group, LLC | 66,950 | $861.0K | 0.01% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 64,280 | $827.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 54,986 | $707.0K | 0.00% | +30,824+127.6% | Added |
| Occudo Quantitative Strategies LP | 53,015 | $682.0K | 0.06% | +3,533+7.1% | Added |
| Royal Bank of Canada | 52,252 | $672.0K | 0.00% | +10,822+26.1% | Added |
| Prelude Capital Management, LLC | 51,757 | $666.0K | 0.03% | +51,757 | New |
| Cubist Systematic Strategies, LLC | 50,913 | $655.0K | 0.01% | −24,638−32.6% | Reduced |
| Renaissance Technologies LLC | 49,644 | $638.0K | 0.00% | +37,344+303.6% | Added |
| Man Group plc | 47,100 | $606.0K | 0.00% | −10,300−17.9% | Reduced |
| Goldman Sachs Group Inc | 46,491 | $598.0K | 0.00% | +6,172+15.3% | Added |
| Ameriprise Financial Inc | 45,800 | $589.0K | 0.00% | +45,800 | New |
| Gsa Capital Partners LLP | 41,743 | $537.0K | 0.07% | +18,351+78.4% | Added |
| Two Sigma Advisers, LP | 38,500 | $495.0K | 0.00% | +38,500 | New |
| UBS Asset Management Americas Inc | 34,400 | $442.4K | 0.00% | +34,400 | New |
| Citadel Advisors LLC | 33,294 | $429.0K | 0.00% | −129,301−79.5% | Reduced |
| PDT Partners, LLC | 31,512 | $405.0K | 0.03% | +31,512 | New |
| California State Teachers Retirement System | 30,354 | $390.0K | 0.00% | +30,354 | New |
| Qube Research & Technologies Ltd | 27,593 | $355.0K | 0.00% | +27,593 | New |
| Brookfield Asset Management Inc. | 26,779 | $344.0K | 0.00% | −299,246−91.8% | Reduced |
| SMH Capital Advisors Inc | 26,662 | $343.0K | 0.68% | −4,476−14.4% | Reduced |
| Envestnet Asset Management Inc | 24,570 | $316.0K | 0.00% | −11,492−31.9% | Reduced |
| Credit Suisse AG | 21,220 | $272.0K | 0.00% | +21,220 | New |
| Shay Capital LLC | 20,000 | $257.0K | 0.10% | 00.0% | Unchanged |
| Trexquant Investment LP | 18,516 | $238.0K | 0.01% | +18,516 | New |
| State of Tennessee, Treasury Department | 17,900 | $230.0K | 0.00% | +17,900 | New |
| Oppenheimer Asset Management Inc. | 17,449 | $224.0K | 0.00% | +17,449 | New |
| Shell Asset Management Co | 17,026 | $219.0K | 0.00% | +17,026 | New |
| ExodusPoint Capital Management, LP | 15,835 | $204.0K | 0.00% | +15,835 | New |
| Engineers Gate Manager LP | 15,730 | $202.0K | 0.01% | +15,730 | New |
| Charles Schwab Investment Management Inc | 14,490 | $187.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 14,093 | $181.0K | 0.00% | +3,670+35.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,957 | $167.0K | 0.00% | +12,957 | New |
| Legal & General Group Plc | 11,690 | $150.0K | 0.00% | +11,690 | New |
| HSBC Holdings PLC | 11,503 | $147.0K | 0.00% | +11,503 | New |
| Simplex Trading, LLC | 4,958 | $63.0K | 0.00% | +4,958 | New |
| Acadian Asset Management LLC | 3,766 | $48.0K | 0.00% | +3,766 | New |
| SOA Wealth Advisors, LLC. | 2,780 | $35.0K | 0.01% | −40−1.4% | Reduced |
| Penserra Capital Management LLC | 2,303 | $29.0K | 0.00% | −1,080−31.9% | Reduced |
| CSS LLC | 1,993 | $26.0K | 0.00% | +1,993 | New |
| Deutsche Bank AG | 1,693 | $22.0K | 0.00% | +193+12.9% | Added |
| UBS Group AG | 1,215 | $16.0K | 0.00% | +1,215 | New |
| Wolverine Asset Management LLC | 876 | $11.0K | 0.00% | +876 | New |
| Advisor Group Holdings, Inc. | 793 | $10.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 657 | $8.00K | 0.00% | +657 | New |
| JPMorgan Chase & Co | 198 | $3.00K | 0.00% | −18,214−98.9% | Reduced |
| Wells Fargo & Company | 214 | $3.00K | 0.00% | +3+1.4% | Added |
| Blue Bell Private Wealth Management, LLC | 250 | $3.00K | 0.00% | +250 | New |
| Private Capital Group, LLC | 133 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 106 | $1.00K | 0.00% | +106 | New |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −526,122−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −149,493−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −55,999−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −31,939−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −18,346−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −15,267−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |