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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 106 | $1.00K | 0.00% | +106 | New |
| Private Capital Group, LLC | 133 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 657 | $8.00K | 0.00% | +657 | New |
| Advisor Group Holdings, Inc. | 793 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 876 | $11.0K | 0.00% | +876 | New |
| UBS Group AG | 1,215 | $16.0K | 0.00% | +1,215 | New |
| Deutsche Bank AG | 1,693 | $22.0K | 0.00% | +193+12.9% | Added |
| CSS LLC | 1,993 | $26.0K | 0.00% | +1,993 | New |
| Penserra Capital Management LLC | 2,303 | $29.0K | 0.00% | −1,080−31.9% | Reduced |
| SOA Wealth Advisors, LLC. | 2,780 | $35.0K | 0.01% | −40−1.4% | Reduced |
| Acadian Asset Management LLC | 3,766 | $48.0K | 0.00% | +3,766 | New |
| Simplex Trading, LLC | 4,958 | $63.0K | 0.00% | +4,958 | New |
| HSBC Holdings PLC | 11,503 | $147.0K | 0.00% | +11,503 | New |
| Legal & General Group Plc | 11,690 | $150.0K | 0.00% | +11,690 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,957 | $167.0K | 0.00% | +12,957 | New |
| Raymond James & Associates | 14,093 | $181.0K | 0.00% | +3,670+35.2% | Added |
| Charles Schwab Investment Management Inc | 14,490 | $187.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 15,730 | $202.0K | 0.01% | +15,730 | New |
| ExodusPoint Capital Management, LP | 15,835 | $204.0K | 0.00% | +15,835 | New |
| Shell Asset Management Co | 17,026 | $219.0K | 0.00% | +17,026 | New |
| Oppenheimer Asset Management Inc. | 17,449 | $224.0K | 0.00% | +17,449 | New |
| State of Tennessee, Treasury Department | 17,900 | $230.0K | 0.00% | +17,900 | New |
| Trexquant Investment LP | 18,516 | $238.0K | 0.01% | +18,516 | New |
| Shay Capital LLC | 20,000 | $257.0K | 0.10% | 00.0% | Unchanged |
| Credit Suisse AG | 21,220 | $272.0K | 0.00% | +21,220 | New |
| Envestnet Asset Management Inc | 24,570 | $316.0K | 0.00% | −11,492−31.9% | Reduced |
| SMH Capital Advisors Inc | 26,662 | $343.0K | 0.68% | −4,476−14.4% | Reduced |
| Brookfield Asset Management Inc. | 26,779 | $344.0K | 0.00% | −299,246−91.8% | Reduced |
| Qube Research & Technologies Ltd | 27,593 | $355.0K | 0.00% | +27,593 | New |
| California State Teachers Retirement System | 30,354 | $390.0K | 0.00% | +30,354 | New |
| PDT Partners, LLC | 31,512 | $405.0K | 0.03% | +31,512 | New |
| Citadel Advisors LLC | 33,294 | $429.0K | 0.00% | −129,301−79.5% | Reduced |
| UBS Asset Management Americas Inc | 34,400 | $442.4K | 0.00% | +34,400 | New |
| Two Sigma Advisers, LP | 38,500 | $495.0K | 0.00% | +38,500 | New |
| Gsa Capital Partners LLP | 41,743 | $537.0K | 0.07% | +18,351+78.4% | Added |
| Ameriprise Financial Inc | 45,800 | $589.0K | 0.00% | +45,800 | New |
| Goldman Sachs Group Inc | 46,491 | $598.0K | 0.00% | +6,172+15.3% | Added |
| Man Group plc | 47,100 | $606.0K | 0.00% | −10,300−17.9% | Reduced |
| Renaissance Technologies LLC | 49,644 | $638.0K | 0.00% | +37,344+303.6% | Added |
| Cubist Systematic Strategies, LLC | 50,913 | $655.0K | 0.01% | −24,638−32.6% | Reduced |
| Prelude Capital Management, LLC | 51,757 | $666.0K | 0.03% | +51,757 | New |
| Royal Bank of Canada | 52,252 | $672.0K | 0.00% | +10,822+26.1% | Added |
| Occudo Quantitative Strategies LP | 53,015 | $682.0K | 0.06% | +3,533+7.1% | Added |
| SEI Investments Co | 54,986 | $707.0K | 0.00% | +30,824+127.6% | Added |
| Westfield Capital Management Co LP | 64,280 | $827.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 66,950 | $861.0K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 72,210 | $929.0K | 0.00% | +10,984+17.9% | Added |
| Swiss National Bank | 78,500 | $1.01M | 0.00% | +78,500 | New |
| Bank of New York Mellon Corp | 79,954 | $1.03M | 0.00% | +66,366+488.4% | Added |
| HRT Financial LP | 89,582 | $1.15M | 0.01% | +89,582 | New |
| Two Sigma Investments, LP | 94,229 | $1.21M | 0.00% | +94,229 | New |
| Russell Investments Group, Ltd. | 145,180 | $1.87M | 0.00% | −79,235−35.3% | Reduced |
| Stifel Financial Corp | 167,500 | $2.15M | 0.00% | +56,000+50.2% | Added |
| Balyasny Asset Management LLC | 170,426 | $2.19M | 0.01% | −300,615−63.8% | Reduced |
| Full18 Capital LLC | 167,106 | $2.35M | 0.99% | −14,688−8.1% | Reduced |
| Public Employees Retirement System of Ohio | 191,279 | $2.46M | 0.01% | +51,463+36.8% | Added |
| Bank of America Corp | 241,082 | $3.10M | 0.00% | +240,280+29,960.1% | Added |
| Schonfeld Strategic Advisors LLC | 276,214 | $3.55M | 0.03% | −15,000−5.2% | Reduced |
| Nantahala Capital Management, LLC | 278,140 | $3.58M | 0.22% | −202,644−42.1% | Reduced |
| Gillson Capital LP | 294,527 | $3.79M | 0.25% | +129,894+78.9% | Added |
| Interval Partners, LP | 299,915 | $3.86M | 0.26% | −160,233−34.8% | Reduced |
| Boston Partners | 322,242 | $4.14M | 0.00% | −3,463−1.1% | Reduced |
| Geode Capital Management, LLC | 332,091 | $4.27M | 0.00% | +38,680+13.2% | Added |
| State Street Corp | 339,525 | $4.37M | 0.00% | +232,825+218.2% | Added |
| Maltese Capital Management LLC | 343,700 | $4.42M | 0.73% | −205,200−37.4% | Reduced |
| Kennedy Capital Management, Inc. | 361,665 | $4.65M | 0.10% | +110,458+44.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 381,700 | $4.91M | 0.02% | +381,700 | New |
| State of Wisconsin Investment Board | 383,720 | $4.93M | 0.01% | +60,910+18.9% | Added |
| Millennium Management LLC | 471,131 | $6.06M | 0.01% | −1,108,622−70.2% | Reduced |
| Moore Capital Management, LP | 545,998 | $7.02M | 0.18% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 585,977 | $7.54M | 0.18% | +215,540+58.2% | Added |
| BlackRock Inc. | 621,649 | $7.99M | 0.00% | +476,963+329.7% | Added |
| Endeavour Capital Advisors Inc | 721,426 | $9.28M | 1.30% | +99,544+16.0% | Added |
| Morgan Stanley | 1,308,426 | $16.8M | 0.00% | +112,308+9.4% | Added |
| Vanguard Group Inc | 1,350,314 | $17.4M | 0.00% | +287,895+27.1% | Added |
| Azora Capital LP | 1,556,679 | $20.0M | 3.13% | −119,623−7.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,538,768 | $32.6M | 0.06% | −90,833−3.5% | Reduced |
| Basswood Capital Management, L.L.C. | 2,857,118 | $36.7M | 1.69% | +83,449+3.0% | Added |
| Schroder Investment Management Group | 2,983,912 | $38.4M | 0.05% | +1,372,716+85.2% | Added |
| Samlyn Capital, LLC | 2,993,365 | $38.5M | 0.59% | −127,978−4.1% | Reduced |
| FMR LLC | 3,750,439 | $48.2M | 0.00% | −156,783−4.0% | Reduced |
| Westwood Holdings Group Inc. | 3,897,135 | $50.1M | 0.45% | +946,985+32.1% | Added |
| Wellington Management Group LLP | 5,337,474 | $68.4M | 0.01% | −177,829−3.2% | Reduced |
| 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 |