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