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