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, Q1 2022
Institutional positions in Perella Weinberg Partners as of Mar 31, 2022. 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
- 98
- +12 vs. Q4 2021
- Shares held
- 44.3M
- +6.52M (+17.3%) vs. Q4 2021
- Total value
- $418.3M
- −$67.3M (−13.9%) vs. Q4 2021
- New holders
- 21
- 49 more added
- Sold out
- 9
- 18 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 7,733,672 | $73.0M | 0.01% | +2,396,198+44.9% | Added |
| Westwood Holdings Group Inc. | 4,365,984 | $41.3M | 0.38% | +468,849+12.0% | Added |
| FMR LLC | 3,777,588 | $35.7M | 0.00% | +27,149+0.7% | Added |
| Adage Capital Partners GP, L.L.C. | 2,963,631 | $28.0M | 0.05% | +424,863+16.7% | Added |
| Schroder Investment Management Group | 2,447,518 | $22.8M | 0.03% | −536,394−18.0% | Reduced |
| Morgan Stanley | 2,021,340 | $19.1M | 0.00% | +712,914+54.5% | Added |
| Basswood Capital Management, L.L.C. | 1,971,264 | $18.6M | 0.89% | −885,854−31.0% | Reduced |
| Vanguard Group Inc | 1,796,676 | $17.0M | 0.00% | +446,362+33.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,615,250 | $15.3M | 0.05% | +1,233,550+323.2% | Added |
| Samlyn Capital, LLC | 1,311,662 | $12.4M | 0.19% | −1,681,703−56.2% | Reduced |
| Azora Capital LP | 1,153,633 | $10.9M | 1.82% | −403,046−25.9% | Reduced |
| Endeavour Capital Advisors Inc | 835,800 | $7.90M | 1.26% | +114,374+15.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 820,700 | $7.76M | 0.03% | +820,700 | New |
| Bank of America Corp | 784,157 | $7.41M | 0.00% | +543,075+225.3% | Added |
| BlackRock Inc. | 758,099 | $7.16M | 0.00% | +136,450+21.9% | Added |
| Millennium Management LLC | 700,023 | $6.62M | 0.01% | +228,892+48.6% | Added |
| State of Wisconsin Investment Board | 592,800 | $5.60M | 0.01% | +209,080+54.5% | Added |
| Gillson Capital LP | 551,962 | $5.22M | 0.42% | +257,435+87.4% | Added |
| Ancora Advisors, LLC | 528,658 | $5.00M | 0.12% | −57,319−9.8% | Reduced |
| Stifel Financial Corp | 518,000 | $4.89M | 0.01% | +350,500+209.3% | Added |
| Nantahala Capital Management, LLC | 502,676 | $4.75M | 0.33% | +224,536+80.7% | Added |
| Interval Partners, LP | 430,037 | $4.06M | 0.31% | +130,122+43.4% | Added |
| Kennedy Capital Management, Inc. | 368,523 | $3.48M | 0.08% | +6,858+1.9% | Added |
| Prospera Financial Services Inc | 363,600 | $3.44M | 0.14% | +363,600 | New |
| Geode Capital Management, LLC | 352,235 | $3.33M | 0.00% | +20,144+6.1% | Added |
| Schonfeld Strategic Advisors LLC | 336,400 | $3.18M | 0.04% | +60,186+21.8% | Added |
| Boston Partners | 318,307 | $3.01M | 0.00% | −3,935−1.2% | Reduced |
| Brookfield Asset Management Inc. | 315,663 | $2.98M | 0.01% | +288,884+1,078.8% | Added |
| State Street Corp | 298,007 | $2.82M | 0.00% | −41,518−12.2% | Reduced |
| Full18 Capital LLC | 245,463 | $2.62M | 0.60% | +78,357+46.9% | Added |
| Susquehanna International Group, LLP | 258,557 | $2.44M | 0.00% | +258,557 | New |
| Norges Bank | 232,400 | $2.20M | 0.00% | +232,400 | New |
| HRT Financial LP | 191,686 | $1.81M | 0.01% | +102,104+114.0% | Added |
| Public Employees Retirement System of Ohio | 191,279 | $1.81M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 180,843 | $1.71M | 0.01% | +10,417+6.1% | Added |
| Cubist Systematic Strategies, LLC | 138,541 | $1.31M | 0.01% | +87,628+172.1% | Added |
| Marshall Wace, LLP | 122,919 | $1.16M | 0.00% | +122,919 | New |
| Engineers Gate Manager LP | 111,200 | $1.05M | 0.04% | +95,470+606.9% | Added |
| UBS Group AG | 109,391 | $1.03M | 0.00% | +108,176+8,903.4% | Added |
| Citadel Advisors LLC | 104,686 | $989.0K | 0.00% | +71,392+214.4% | Added |
| Maltese Capital Management LLC | 100,000 | $945.0K | 0.18% | −243,700−70.9% | Reduced |
| Swiss National Bank | 85,700 | $810.0K | 0.00% | +7,200+9.2% | Added |
| D. E. Shaw & Co., Inc. | 85,001 | $803.0K | 0.00% | +85,001 | New |
| Bank of New York Mellon Corp | 81,682 | $771.0K | 0.00% | +1,728+2.2% | Added |
| Northern Trust Corp | 77,229 | $730.0K | 0.00% | +5,019+7.0% | Added |
| JPMorgan Chase & Co | 70,063 | $662.0K | 0.00% | +69,865+35,285.4% | Added |
| Goldman Sachs Group Inc | 68,683 | $649.0K | 0.00% | +22,192+47.7% | Added |
| Atalaya Capital Management LP | 74,541 | $627.0K | 0.07% | +74,541 | New |
| Westfield Capital Management Co LP | 64,280 | $607.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 60,200 | $569.0K | 0.00% | +14,400+31.4% | Added |
| Two Sigma Investments, LP | 58,658 | $554.0K | 0.00% | −35,571−37.7% | Reduced |
| Jane Street Group, LLC | 56,892 | $538.0K | 0.00% | +56,892 | New |
| ExodusPoint Capital Management, LP | 55,868 | $528.0K | 0.01% | +40,033+252.8% | Added |
| Royal Bank of Canada | 55,732 | $527.0K | 0.00% | +3,480+6.7% | Added |
| Trexquant Investment LP | 55,078 | $520.0K | 0.02% | +36,562+197.5% | Added |
| Verition Fund Management LLC | 54,647 | $516.0K | 0.01% | +54,647 | New |
| Occudo Quantitative Strategies LP | 54,319 | $513.0K | 0.04% | +1,304+2.5% | Added |
| SEI Investments Co | 51,602 | $488.0K | 0.00% | −3,384−6.2% | Reduced |
| Renaissance Technologies LLC | 49,400 | $467.0K | 0.00% | −244−0.5% | Reduced |
| Squarepoint Ops LLC | 48,665 | $460.0K | 0.00% | +48,665 | New |
| Barclays PLC | 38,519 | $364.0K | 0.00% | +38,519 | New |
| Union Square Park Capital Management, LLC | 35,348 | $334.0K | 0.27% | +35,348 | New |
| PDT Partners, LLC | 35,212 | $333.0K | 0.03% | +3,700+11.7% | Added |
| UBS Asset Management Americas Inc | 34,400 | $325.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 33,080 | $313.0K | 0.00% | +2,726+9.0% | Added |
| SMH Capital Advisors Inc | 26,662 | $252.0K | 0.41% | 00.0% | Unchanged |
| Credit Suisse AG | 26,250 | $248.0K | 0.00% | +5,030+23.7% | Added |
| Prelude Capital Management, LLC | 23,522 | $222.0K | 0.01% | −28,235−54.6% | Reduced |
| Envestnet Asset Management Inc | 20,504 | $194.0K | 0.00% | −4,066−16.5% | Reduced |
| Two Sigma Advisers, LP | 20,400 | $193.0K | 0.00% | −18,100−47.0% | Reduced |
| Shay Capital LLC | 20,000 | $189.0K | 0.07% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 18,699 | $177.0K | 0.00% | +1,250+7.2% | Added |
| Qube Research & Technologies Ltd | 17,353 | $164.0K | 0.00% | −10,240−37.1% | Reduced |
| Shell Asset Management Co | 14,883 | $141.0K | 0.00% | −2,143−12.6% | Reduced |
| Raymond James & Associates | 14,737 | $139.0K | 0.00% | +644+4.6% | Added |
| Charles Schwab Investment Management Inc | 14,490 | $137.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 14,161 | $137.0K | 0.00% | +2,658+23.1% | Added |
| Citigroup Inc | 12,791 | $121.0K | 0.00% | +12,134+1,846.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,832 | $121.0K | 0.03% | +12,832 | New |
| XTX Topco Ltd | 12,790 | $121.0K | 0.05% | +12,790 | New |
| Mirabella Financial Services LLP | 12,213 | $115.0K | 0.01% | +12,213 | New |
| Walleye Capital LLC | 11,934 | $113.0K | 0.00% | +11,934 | New |
| Legal & General Group Plc | 11,690 | $111.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,806 | $103.0K | 0.00% | +10,806 | New |
| Sciencast Management LP | 11,800 | $102.0K | 0.02% | +11,800 | New |
| Gyon Technologies Capital Management, LP | 10,491 | $99.0K | 0.07% | +10,491 | New |
| Man Group plc | 10,000 | $94.0K | 0.00% | −37,100−78.8% | Reduced |
| Simplex Trading, LLC | 7,732 | $73.0K | 0.00% | +2,774+55.9% | Added |
| Wolverine Asset Management LLC | 5,739 | $54.0K | 0.00% | +4,863+555.1% | Added |
| Paloma Partners Management Co | 5,591 | $53.0K | 0.00% | +5,591 | New |
| SOA Wealth Advisors, LLC. | 2,780 | $26.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,959 | $18.0K | 0.00% | −344−14.9% | Reduced |
| Deutsche Bank AG | 1,693 | $16.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 819 | $8.00K | 0.00% | +26+3.3% | Added |
| Ovata Capital Management Ltd | 700 | $7.00K | 0.00% | +700 | New |
| Wells Fargo & Company | 481 | $4.00K | 0.00% | +267+124.8% | Added |
| Blue Bell Private Wealth Management, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 138 | $1.00K | 0.00% | +5+3.8% | Added |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −545,998−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −145,180−100.0% | Sold out |