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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 26 | $0 | 0.00% | −793−96.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 250 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 89 | $1.00K | 0.00% | +89 | New |
| Point72 Hong Kong Ltd | 494 | $3.00K | 0.00% | +494 | New |
| Wells Fargo & Company | 1,196 | $7.00K | 0.00% | +715+148.6% | Added |
| Quadrant Capital Group LLC | 1,189 | $7.00K | 0.00% | +1,189 | New |
| Penserra Capital Management LLC | 2,397 | $13.0K | 0.00% | +438+22.4% | Added |
| SOA Wealth Advisors, LLC. | 2,780 | $16.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,141 | $18.3K | 0.00% | +3,141 | New |
| Ameritas Investment Partners, Inc. | 3,494 | $20.0K | 0.00% | +3,494 | New |
| Simplex Trading, LLC | 4,233 | $24.0K | 0.00% | −3,499−45.3% | Reduced |
| Wolverine Asset Management LLC | 6,494 | $37.0K | 0.00% | +755+13.2% | Added |
| Citigroup Inc | 6,790 | $40.0K | 0.00% | −6,001−46.9% | Reduced |
| Amalgamated Bank | 7,245 | $42.0K | 0.00% | +7,245 | New |
| First Trust Advisors LP | 10,045 | $59.0K | 0.00% | +10,045 | New |
| STRS Ohio | 10,800 | $62.0K | 0.00% | +10,800 | New |
| Arizona State Retirement System | 11,558 | $67.0K | 0.00% | +11,558 | New |
| Landscape Capital Management, L.L.C. | 11,581 | $68.0K | 0.01% | +11,581 | New |
| Alliancebernstein L.P. | 11,800 | $69.0K | 0.00% | +11,800 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,308 | $78.0K | 0.00% | +13,308 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,326 | $78.0K | 0.00% | +13,326 | New |
| Gsa Capital Partners LLP | 13,915 | $81.0K | 0.01% | +13,915 | New |
| Raymond James & Associates | 14,513 | $85.0K | 0.00% | −224−1.5% | Reduced |
| Shell Asset Management Co | 14,918 | $87.0K | 0.00% | +35+0.2% | Added |
| Voya Investment Management LLC | 15,201 | $89.0K | 0.00% | +15,201 | New |
| Legal & General Group Plc | 15,601 | $91.0K | 0.00% | +3,911+33.5% | Added |
| HSBC Holdings PLC | 16,606 | $97.0K | 0.00% | +2,445+17.3% | Added |
| Tower Research Capital LLC (TRC) | 18,427 | $107.0K | 0.00% | +18,427 | New |
| Oppenheimer Asset Management Inc. | 19,183 | $112.0K | 0.00% | +484+2.6% | Added |
| Manufacturers Life Insurance Company, The | 19,941 | $116.3K | 0.00% | +19,941 | New |
| Invesco Ltd. | 20,458 | $120.0K | 0.00% | +20,458 | New |
| Stifel Financial Corp | 20,900 | $122.0K | 0.00% | −497,100−96.0% | Reduced |
| American International Group, Inc. | 21,804 | $127.0K | 0.00% | +21,804 | New |
| Envestnet Asset Management Inc | 22,116 | $129.0K | 0.00% | +1,612+7.9% | Added |
| Walleye Capital LLC | 22,359 | $130.0K | 0.00% | +10,425+87.4% | Added |
| Credit Suisse AG | 23,534 | $138.0K | 0.00% | −2,716−10.3% | Reduced |
| Two Sigma Advisers, LP | 25,600 | $149.0K | 0.00% | +5,200+25.5% | Added |
| SMH Capital Advisors Inc | 26,492 | $154.0K | 0.21% | −170−0.6% | Reduced |
| MetLife Investment Management | 27,062 | $157.8K | 0.00% | +27,062 | New |
| JPMorgan Chase & Co | 27,819 | $162.0K | 0.00% | −42,244−60.3% | Reduced |
| Royal Bank of Canada | 30,523 | $178.0K | 0.00% | −25,209−45.2% | Reduced |
| New York State Common Retirement Fund | 32,800 | $191.0K | 0.00% | +32,800 | New |
| Occudo Quantitative Strategies LP | 33,322 | $194.0K | 0.02% | −20,997−38.7% | Reduced |
| UBS Asset Management Americas Inc | 34,400 | $200.6K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 35,212 | $205.0K | 0.02% | 00.0% | Unchanged |
| Union Square Park Capital Management, LLC | 35,348 | $206.0K | 0.25% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 42,325 | $247.0K | 0.02% | −1,928,939−97.9% | Reduced |
| Atalaya Capital Management LP | 54,796 | $272.0K | 0.03% | −19,745−26.5% | Reduced |
| Barclays PLC | 46,852 | $274.0K | 0.00% | +8,333+21.6% | Added |
| Rhumbline Advisers | 54,099 | $315.0K | 0.00% | +54,099 | New |
| Cubist Systematic Strategies, LLC | 54,809 | $320.0K | 0.00% | −83,732−60.4% | Reduced |
| SEI Investments Co | 55,845 | $326.0K | 0.00% | +4,243+8.2% | Added |
| California State Teachers Retirement System | 58,294 | $340.0K | 0.00% | +25,214+76.2% | Added |
| Private Advisor Group, LLC | 66,950 | $390.0K | 0.00% | +66,950 | New |
| Ameriprise Financial Inc | 89,720 | $523.0K | 0.00% | +29,520+49.0% | Added |
| Morgan Stanley | 94,784 | $553.0K | 0.00% | −1,926,556−95.3% | Reduced |
| Swiss National Bank | 100,500 | $586.0K | 0.00% | +14,800+17.3% | Added |
| Susquehanna International Group, LLP | 105,496 | $615.0K | 0.00% | −153,061−59.2% | Reduced |
| Charles Schwab Investment Management Inc | 116,826 | $682.0K | 0.00% | +102,336+706.3% | Added |
| D. E. Shaw & Co., Inc. | 131,049 | $764.0K | 0.00% | +46,048+54.2% | Added |
| Renaissance Technologies LLC | 142,200 | $829.0K | 0.00% | +92,800+187.9% | Added |
| Nuveen Asset Management, LLC | 146,134 | $852.0K | 0.00% | +146,134 | New |
| UBS Group AG | 166,565 | $971.0K | 0.00% | +57,174+52.3% | Added |
| Kennedy Capital Management, Inc. | 168,224 | $981.0K | 0.03% | −200,299−54.4% | Reduced |
| Engineers Gate Manager LP | 175,926 | $1.03M | 0.04% | +64,726+58.2% | Added |
| CastleKnight Management LP | 183,200 | $1.07M | 0.33% | +183,200 | New |
| Bank of New York Mellon Corp | 184,831 | $1.08M | 0.00% | +103,149+126.3% | Added |
| Deutsche Bank AG | 186,275 | $1.09M | 0.00% | +184,582+10,902.7% | Added |
| Citadel Advisors LLC | 190,272 | $1.11M | 0.00% | +85,586+81.8% | Added |
| Algebris (UK) Ltd | 215,755 | $1.26M | 0.51% | +215,755 | New |
| Russell Investments Group, Ltd. | 266,383 | $1.55M | 0.00% | +266,383 | New |
| Millennium Management LLC | 300,470 | $1.75M | 0.00% | −399,553−57.1% | Reduced |
| Boston Partners | 339,249 | $1.98M | 0.00% | +20,942+6.6% | Added |
| Ancora Advisors, LLC | 384,248 | $2.24M | 0.06% | −144,410−27.3% | Reduced |
| Northern Trust Corp | 399,360 | $2.33M | 0.00% | +322,131+417.1% | Added |
| Interval Partners, LP | 484,003 | $2.82M | 0.20% | +53,966+12.5% | Added |
| State Street Corp | 492,972 | $2.87M | 0.00% | +194,965+65.4% | Added |
| Nantahala Capital Management, LLC | 502,676 | $2.93M | 0.25% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 560,219 | $3.27M | 0.01% | +379,376+209.8% | Added |
| Verition Fund Management LLC | 581,762 | $3.39M | 0.07% | +527,115+964.6% | Added |
| State of Wisconsin Investment Board | 603,087 | $3.52M | 0.01% | +10,287+1.7% | Added |
| Gillson Capital LP | 684,117 | $3.99M | 0.39% | +132,155+23.9% | Added |
| Prospera Financial Services Inc | 696,100 | $4.06M | 0.21% | +332,500+91.4% | Added |
| Geode Capital Management, LLC | 758,600 | $4.42M | 0.00% | +406,365+115.4% | Added |
| Schonfeld Strategic Advisors LLC | 823,488 | $4.80M | 0.05% | +487,088+144.8% | Added |
| Bank of America Corp | 1,242,663 | $7.25M | 0.00% | +458,506+58.5% | Added |
| Westwood Holdings Group Inc. | 1,548,177 | $9.03M | 0.10% | −2,817,807−64.5% | Reduced |
| Vanguard Group Inc | 2,151,295 | $12.5M | 0.00% | +354,619+19.7% | Added |
| Schroder Investment Management Group | 2,683,499 | $15.9M | 0.02% | +235,981+9.6% | Added |
| BlackRock Inc. | 2,964,585 | $17.3M | 0.00% | +2,206,486+291.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,316,360 | $19.3M | 0.08% | +1,701,110+105.3% | Added |
| Adage Capital Partners GP, L.L.C. | 3,728,631 | $21.7M | 0.05% | +765,000+25.8% | Added |
| FMR LLC | 3,800,157 | $22.2M | 0.00% | +22,569+0.6% | Added |
| Wellington Management Group LLP | 6,179,866 | $35.9M | 0.01% | −1,553,806−20.1% | Reduced |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −1,311,662−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −1,153,633−100.0% | Sold out |
| Endeavour Capital Advisors Inc | 0 | $0 | 0.00% | −835,800−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −820,700−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −315,663−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −232,400−100.0% | Sold out |