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, Q3 2022
Institutional positions in Perella Weinberg Partners as of Sep 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
- 0 vs. Q2 2022
- Shares held
- 37.7M
- −1.30M (−3.3%) vs. Q2 2022
- Total value
- $238.7M
- +$11.0M (+4.8%) vs. Q2 2022
- New holders
- 13
- 31 more added
- Sold out
- 13
- 38 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 5,317,960 | $33.6M | 0.01% | −861,906−13.9% | Reduced |
| FMR LLC | 5,067,827 | $32.1M | 0.00% | +1,267,670+33.4% | Added |
| Adage Capital Partners GP, L.L.C. | 3,727,686 | $23.6M | 0.06% | −9450.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,338,060 | $21.1M | 0.09% | +21,700+0.7% | Added |
| BlackRock Inc. | 2,845,193 | $18.0M | 0.00% | −119,392−4.0% | Reduced |
| Schroder Investment Management Group | 2,083,911 | $13.2M | 0.02% | −599,588−22.3% | Reduced |
| Westwood Holdings Group Inc. | 1,905,231 | $12.1M | 0.14% | +357,054+23.1% | Added |
| Vanguard Group Inc | 1,768,906 | $11.2M | 0.00% | −382,389−17.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,238,200 | $7.84M | 0.07% | +414,712+50.4% | Added |
| Bank of America Corp | 810,263 | $5.13M | 0.00% | −432,400−34.8% | Reduced |
| Geode Capital Management, LLC | 740,895 | $4.69M | 0.00% | −17,705−2.3% | Reduced |
| Prospera Financial Services Inc | 651,800 | $4.13M | 0.22% | −44,300−6.4% | Reduced |
| State Street Corp | 642,457 | $4.07M | 0.00% | +149,485+30.3% | Added |
| Balyasny Asset Management LLC | 640,428 | $4.05M | 0.02% | +80,209+14.3% | Added |
| State of Wisconsin Investment Board | 601,430 | $3.81M | 0.01% | −1,657−0.3% | Reduced |
| Nantahala Capital Management, LLC | 505,293 | $3.20M | 0.31% | +2,617+0.5% | Added |
| Interval Partners, LP | 498,969 | $3.16M | 0.19% | +14,966+3.1% | Added |
| Azora Capital LP | 454,580 | $2.88M | 0.43% | +454,580 | New |
| Ancora Advisors, LLC | 386,238 | $2.44M | 0.08% | +1,990+0.5% | Added |
| Northern Trust Corp | 365,990 | $2.32M | 0.00% | −33,370−8.4% | Reduced |
| Boston Partners | 339,027 | $2.15M | 0.00% | −222−0.1% | Reduced |
| Russell Investments Group, Ltd. | 290,465 | $1.84M | 0.00% | +24,082+9.0% | Added |
| Millennium Management LLC | 275,122 | $1.74M | 0.00% | −25,348−8.4% | Reduced |
| Bank of New York Mellon Corp | 219,554 | $1.39M | 0.00% | +34,723+18.8% | Added |
| UBS Group AG | 219,596 | $1.39M | 0.00% | +53,031+31.8% | Added |
| Citadel Advisors LLC | 200,505 | $1.27M | 0.00% | +10,233+5.4% | Added |
| CastleKnight Management LP | 183,200 | $1.16M | 0.37% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 165,470 | $1.05M | 0.01% | +165,470 | New |
| Algebris (UK) Ltd | 136,703 | $862.0K | 0.39% | −79,052−36.6% | Reduced |
| Nuveen Asset Management, LLC | 133,359 | $844.0K | 0.00% | −12,775−8.7% | Reduced |
| Swiss National Bank | 109,700 | $694.0K | 0.00% | +9,200+9.2% | Added |
| Morgan Stanley | 105,410 | $666.0K | 0.00% | +10,626+11.2% | Added |
| Charles Schwab Investment Management Inc | 104,839 | $664.0K | 0.00% | −11,987−10.3% | Reduced |
| Verition Fund Management LLC | 99,863 | $632.0K | 0.01% | −481,899−82.8% | Reduced |
| Renaissance Technologies LLC | 94,000 | $595.0K | 0.00% | −48,200−33.9% | Reduced |
| Ameriprise Financial Inc | 89,720 | $568.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 83,654 | $530.0K | 0.03% | −92,272−52.4% | Reduced |
| SEI Investments Co | 80,421 | $509.0K | 0.00% | +24,576+44.0% | Added |
| Private Advisor Group, LLC | 70,965 | $449.0K | 0.01% | +4,015+6.0% | Added |
| California State Teachers Retirement System | 56,016 | $355.0K | 0.00% | −2,278−3.9% | Reduced |
| Rhumbline Advisers | 56,044 | $355.0K | 0.00% | +1,945+3.6% | Added |
| Goldman Sachs Group Inc | 49,172 | $312.0K | 0.00% | +49,172 | New |
| D. E. Shaw & Co., Inc. | 46,754 | $296.0K | 0.00% | −84,295−64.3% | Reduced |
| Atalaya Capital Management LP | 54,796 | $295.0K | 0.04% | 00.0% | Unchanged |
| Martingale Asset Management L P | 46,249 | $293.0K | 0.01% | +46,249 | New |
| Barclays PLC | 45,341 | $287.0K | 0.00% | −1,511−3.2% | Reduced |
| Envestnet Asset Management Inc | 44,580 | $282.0K | 0.00% | +22,464+101.6% | Added |
| Royal Bank of Canada | 42,205 | $267.0K | 0.00% | +11,682+38.3% | Added |
| Alliancebernstein L.P. | 35,500 | $225.0K | 0.00% | +23,700+200.8% | Added |
| Union Square Park Capital Management, LLC | 35,348 | $224.0K | 0.32% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 34,400 | $217.8K | 0.00% | 00.0% | Unchanged |
| FJ Capital Management LLC | 30,000 | $191.0K | 0.02% | +30,000 | New |
| Levin Capital Strategies, L.P. | 30,000 | $190.0K | 0.03% | +30,000 | New |
| Susquehanna International Group, LLP | 29,072 | $184.0K | 0.00% | −76,424−72.4% | Reduced |
| MetLife Investment Management | 27,062 | $171.3K | 0.00% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 26,492 | $168.0K | 0.25% | 00.0% | Unchanged |
| Credit Suisse AG | 26,674 | $168.0K | 0.00% | +3,140+13.3% | Added |
| New York State Common Retirement Fund | 24,822 | $157.0K | 0.00% | −7,978−24.3% | Reduced |
| Two Sigma Advisers, LP | 24,100 | $153.0K | 0.00% | −1,500−5.9% | Reduced |
| Squarepoint Ops LLC | 24,033 | $152.0K | 0.00% | +24,033 | New |
| JPMorgan Chase & Co | 22,606 | $143.0K | 0.00% | −5,213−18.7% | Reduced |
| Stifel Financial Corp | 21,700 | $137.0K | 0.00% | +800+3.8% | Added |
| Invesco Ltd. | 21,736 | $137.0K | 0.00% | +1,278+6.2% | Added |
| State of Wyoming | 20,893 | $132.0K | 0.07% | +20,893 | New |
| Deutsche Bank AG | 20,085 | $127.0K | 0.00% | −166,190−89.2% | Reduced |
| Manufacturers Life Insurance Company, The | 19,801 | $125.3K | 0.00% | −140−0.7% | Reduced |
| American International Group, Inc. | 19,475 | $123.0K | 0.00% | −2,329−10.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,276 | $122.0K | 0.00% | +5,950+44.6% | Added |
| First Trust Advisors LP | 19,113 | $121.0K | 0.00% | +9,068+90.3% | Added |
| Legal & General Group Plc | 16,668 | $105.0K | 0.00% | +1,067+6.8% | Added |
| Voya Investment Management LLC | 15,201 | $96.2K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 14,179 | $90.0K | 0.00% | −5,004−26.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,308 | $84.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 13,077 | $83.0K | 0.00% | −41,732−76.1% | Reduced |
| Shell Asset Management Co | 13,133 | $83.0K | 0.00% | −1,785−12.0% | Reduced |
| Arizona State Retirement System | 12,577 | $80.0K | 0.00% | +1,019+8.8% | Added |
| HSBC Holdings PLC | 11,905 | $76.0K | 0.00% | −4,701−28.3% | Reduced |
| Jane Street Group, LLC | 10,897 | $69.0K | 0.00% | +10,897 | New |
| Raymond James & Associates | 10,305 | $65.0K | 0.00% | −4,208−29.0% | Reduced |
| Weiss Asset Management LP | 10,120 | $64.0K | 0.00% | +10,120 | New |
| Amalgamated Bank | 6,762 | $43.0K | 0.00% | −483−6.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,013 | $25.0K | 0.00% | −14,414−78.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,494 | $22.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,141 | $19.9K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,680 | $16.0K | 0.00% | −100−3.6% | Reduced |
| Citigroup Inc | 1,761 | $11.0K | 0.00% | −5,029−74.1% | Reduced |
| Quadrant Capital Group LLC | 1,189 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 761 | $5.00K | 0.00% | +672+755.1% | Added |
| Wells Fargo & Company | 698 | $4.00K | 0.00% | −498−41.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 267 | $2.00K | 0.00% | +17+6.8% | Added |
| Nisa Investment Advisors, LLC | 94 | $1.00K | 0.00% | +94 | New |
| Advisor Group Holdings, Inc. | 56 | $0 | 0.00% | +30+115.4% | Added |
| Bourgeon Capital Management LLC | 60 | $0 | 0.00% | +60 | New |
| Covestor Ltd | 5 | $0 | 0.00% | +5 | New |
| Gillson Capital LP | 0 | $0 | 0.00% | −684,117−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −168,224−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −42,325−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −35,212−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −33,322−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −22,359−100.0% | Sold out |