Skip to main content

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, Q2 2022

Institutional positions in Perella Weinberg Partners as of Jun 30, 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
94
−3 vs. Q1 2022
Shares held
39.0M
−5.00M (−11.4%) vs. Q1 2022
Total value
$227.7M
−$188.0M (−45.2%) vs. Q1 2022
New holders
27
41 more added
Sold out
30
20 more reduced

1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 94 institutions
Q1 2021: 0 institutionsQ2 2021: 58 institutionsQ3 2021: 64 institutionsQ4 2021: 86 institutionsQ1 2022: 98 institutionsQ2 2022: 94 institutionsQ3 2022: 94 institutionsQ4 2022: 92 institutionsQ1 2023: 98 institutionsQ2 2023: 100 institutionsQ3 2023: 102 institutionsQ4 2023: 123 institutionsQ1 2024: 146 institutionsQ2 2024: 127 institutionsQ3 2024: 148 institutionsQ4 2024: 172 institutionsQ1 2025: 172 institutionsQ2 2025: 168 institutionsQ3 2025: 165 institutionsQ4 2025: 171 institutionsQ1 2026: 164 institutionsQ2 2026: 163 institutions
Value heldQ2 2022: $227.7M
Q1 2021: $0Q2 2021: $434.7MQ3 2021: $478.6MQ4 2021: $485.6MQ1 2022: $418.3MQ2 2022: $227.7MQ3 2022: $238.7MQ4 2022: $355.5MQ1 2023: $315.8MQ2 2023: $279.9MQ3 2023: $348.4MQ4 2023: $432.5MQ1 2024: $609.9MQ2 2024: $769.2MQ3 2024: $968.2MQ4 2024: $1.25BQ1 2025: $1.02BQ2 2025: $1.21BQ3 2025: $1.38BQ4 2025: $1.19BQ1 2026: $1.35BQ2 2026: $1.26B
Institutions holding PWP and their total value by quarter
QuarterHoldersValue
Q2 2026163$1.26B
Q1 2026164$1.35B
Q4 2025171$1.19B
Q3 2025165$1.38B
Q2 2025168$1.21B
Q1 2025172$1.02B
Q4 2024172$1.25B
Q3 2024148$968.2M
Q2 2024127$769.2M
Q1 2024146$609.9M
Q4 2023123$432.5M
Q3 2023102$348.4M
Q2 2023100$279.9M
Q1 202398$315.8M
Q4 202292$355.5M
Q3 202294$238.7M
Q2 202294$227.7M
Q1 202298$418.3M
Q4 202186$485.6M
Q3 202164$478.6M
Q2 202158$434.7M
Q1 20210$0

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q1 2022.

Institutions holding PWP in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wellington Management Group LLP6,179,866$35.9M0.01%−1,553,806−20.1%Reduced
FMR LLC3,800,157$22.2M0.00%+22,569+0.6%Added
Adage Capital Partners GP, L.L.C.3,728,631$21.7M0.05%+765,000+25.8%Added
Hotchkis & Wiley Capital Management LLC3,316,360$19.3M0.08%+1,701,110+105.3%Added
BlackRock Inc.2,964,585$17.3M0.00%+2,206,486+291.1%Added
Schroder Investment Management Group2,683,499$15.9M0.02%+235,981+9.6%Added
Vanguard Group Inc2,151,295$12.5M0.00%+354,619+19.7%Added
Westwood Holdings Group Inc.1,548,177$9.03M0.10%−2,817,807−64.5%Reduced
Bank of America Corp1,242,663$7.25M0.00%+458,506+58.5%Added
Schonfeld Strategic Advisors LLC823,488$4.80M0.05%+487,088+144.8%Added
Geode Capital Management, LLC758,600$4.42M0.00%+406,365+115.4%Added
Prospera Financial Services Inc696,100$4.06M0.21%+332,500+91.4%Added
Gillson Capital LP684,117$3.99M0.39%+132,155+23.9%Added
State of Wisconsin Investment Board603,087$3.52M0.01%+10,287+1.7%Added
Verition Fund Management LLC581,762$3.39M0.07%+527,115+964.6%Added
Balyasny Asset Management LLC560,219$3.27M0.01%+379,376+209.8%Added
Nantahala Capital Management, LLC502,676$2.93M0.25%00.0%Unchanged
State Street Corp492,972$2.87M0.00%+194,965+65.4%Added
Interval Partners, LP484,003$2.82M0.20%+53,966+12.5%Added
Northern Trust Corp399,360$2.33M0.00%+322,131+417.1%Added
Ancora Advisors, LLC384,248$2.24M0.06%−144,410−27.3%Reduced
Boston Partners339,249$1.98M0.00%+20,942+6.6%Added
Millennium Management LLC300,470$1.75M0.00%−399,553−57.1%Reduced
Russell Investments Group, Ltd.266,383$1.55M0.00%+266,383New
Algebris (UK) Ltd215,755$1.26M0.51%+215,755New
Citadel Advisors LLC190,272$1.11M0.00%+85,586+81.8%Added
Deutsche Bank AG186,275$1.09M0.00%+184,582+10,902.7%Added
Bank of New York Mellon Corp184,831$1.08M0.00%+103,149+126.3%Added
CastleKnight Management LP183,200$1.07M0.33%+183,200New
Engineers Gate Manager LP175,926$1.03M0.04%+64,726+58.2%Added
Kennedy Capital Management, Inc.168,224$981.0K0.03%−200,299−54.4%Reduced
UBS Group AG166,565$971.0K0.00%+57,174+52.3%Added
Nuveen Asset Management, LLC146,134$852.0K0.00%+146,134New
Renaissance Technologies LLC142,200$829.0K0.00%+92,800+187.9%Added
D. E. Shaw & Co., Inc.131,049$764.0K0.00%+46,048+54.2%Added
Charles Schwab Investment Management Inc116,826$682.0K0.00%+102,336+706.3%Added
Susquehanna International Group, LLP105,496$615.0K0.00%−153,061−59.2%Reduced
Swiss National Bank100,500$586.0K0.00%+14,800+17.3%Added
Morgan Stanley94,784$553.0K0.00%−1,926,556−95.3%Reduced
Ameriprise Financial Inc89,720$523.0K0.00%+29,520+49.0%Added
Private Advisor Group, LLC66,950$390.0K0.00%+66,950New
California State Teachers Retirement System58,294$340.0K0.00%+25,214+76.2%Added
SEI Investments Co55,845$326.0K0.00%+4,243+8.2%Added
Cubist Systematic Strategies, LLC54,809$320.0K0.00%−83,732−60.4%Reduced
Rhumbline Advisers54,099$315.0K0.00%+54,099New
Barclays PLC46,852$274.0K0.00%+8,333+21.6%Added
Atalaya Capital Management LP54,796$272.0K0.03%−19,745−26.5%Reduced
Basswood Capital Management, L.L.C.42,325$247.0K0.02%−1,928,939−97.9%Reduced
Union Square Park Capital Management, LLC35,348$206.0K0.25%00.0%Unchanged
PDT Partners, LLC35,212$205.0K0.02%00.0%Unchanged
UBS Asset Management Americas Inc34,400$200.6K0.00%00.0%Unchanged
Occudo Quantitative Strategies LP33,322$194.0K0.02%−20,997−38.7%Reduced
New York State Common Retirement Fund32,800$191.0K0.00%+32,800New
Royal Bank of Canada30,523$178.0K0.00%−25,209−45.2%Reduced
JPMorgan Chase & Co27,819$162.0K0.00%−42,244−60.3%Reduced
MetLife Investment Management27,062$157.8K0.00%+27,062New
SMH Capital Advisors Inc26,492$154.0K0.21%−170−0.6%Reduced
Two Sigma Advisers, LP25,600$149.0K0.00%+5,200+25.5%Added
Credit Suisse AG23,534$138.0K0.00%−2,716−10.3%Reduced
Walleye Capital LLC22,359$130.0K0.00%+10,425+87.4%Added
Envestnet Asset Management Inc22,116$129.0K0.00%+1,612+7.9%Added
American International Group, Inc.21,804$127.0K0.00%+21,804New
Stifel Financial Corp20,900$122.0K0.00%−497,100−96.0%Reduced
Invesco Ltd.20,458$120.0K0.00%+20,458New
Manufacturers Life Insurance Company, The19,941$116.3K0.00%+19,941New
Oppenheimer Asset Management Inc.19,183$112.0K0.00%+484+2.6%Added
Tower Research Capital LLC (TRC)18,427$107.0K0.00%+18,427New
HSBC Holdings PLC16,606$97.0K0.00%+2,445+17.3%Added
Legal & General Group Plc15,601$91.0K0.00%+3,911+33.5%Added
Voya Investment Management LLC15,201$89.0K0.00%+15,201New
Shell Asset Management Co14,918$87.0K0.00%+35+0.2%Added
Raymond James & Associates14,513$85.0K0.00%−224−1.5%Reduced
Gsa Capital Partners LLP13,915$81.0K0.01%+13,915New
Zurcher Kantonalbank (Zurich Cantonalbank)13,308$78.0K0.00%+13,308New
Mirae Asset Global Investments Co., Ltd.13,326$78.0K0.00%+13,326New
Alliancebernstein L.P.11,800$69.0K0.00%+11,800New
Landscape Capital Management, L.L.C.11,581$68.0K0.01%+11,581New
Arizona State Retirement System11,558$67.0K0.00%+11,558New
STRS Ohio10,800$62.0K0.00%+10,800New
First Trust Advisors LP10,045$59.0K0.00%+10,045New
Amalgamated Bank7,245$42.0K0.00%+7,245New
Citigroup Inc6,790$40.0K0.00%−6,001−46.9%Reduced
Wolverine Asset Management LLC6,494$37.0K0.00%+755+13.2%Added
Simplex Trading, LLC4,233$24.0K0.00%−3,499−45.3%Reduced
Ameritas Investment Partners, Inc.3,494$20.0K0.00%+3,494New
Metropolitan Life Insurance Co3,141$18.3K0.00%+3,141New
SOA Wealth Advisors, LLC.2,780$16.0K0.00%00.0%Unchanged
Penserra Capital Management LLC2,397$13.0K0.00%+438+22.4%Added
Wells Fargo & Company1,196$7.00K0.00%+715+148.6%Added
Quadrant Capital Group LLC1,189$7.00K0.00%+1,189New
Point72 Hong Kong Ltd494$3.00K0.00%+494New
Blue Bell Private Wealth Management, LLC250$1.00K0.00%00.0%Unchanged
CWM, LLC89$1.00K0.00%+89New
Advisor Group Holdings, Inc.26$00.00%−793−96.8%Reduced
Samlyn Capital, LLC0$00.00%−1,311,662−100.0%Sold out
Azora Capital LP0$00.00%−1,153,633−100.0%Sold out
Endeavour Capital Advisors Inc0$00.00%−835,800−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−820,700−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−315,663−100.0%Sold out
Norges Bank0$00.00%−232,400−100.0%Sold out