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, Q4 2022
Institutional positions in Perella Weinberg Partners as of Dec 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
- 92
- −2 vs. Q3 2022
- Shares held
- 36.1M
- −1.62M (−4.3%) vs. Q3 2022
- Total value
- $355.5M
- +$116.8M (+49.0%) vs. Q3 2022
- New holders
- 12
- 25 more added
- Sold out
- 14
- 41 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,358,493 | $52.5M | 0.01% | +290,666+5.7% | Added |
| Wellington Management Group LLP | 4,699,636 | $45.9M | 0.01% | −618,324−11.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 3,463,837 | $33.9M | 0.08% | −263,849−7.1% | Reduced |
| BlackRock Inc. | 2,742,205 | $26.9M | 0.00% | −102,988−3.6% | Reduced |
| Vanguard Group Inc | 2,294,826 | $22.5M | 0.00% | +525,920+29.7% | Added |
| Schroder Investment Management Group | 2,099,182 | $20.6M | 0.03% | +15,271+0.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 2,055,260 | $20.1M | 0.08% | −1,282,800−38.4% | Reduced |
| Westwood Holdings Group Inc. | 1,849,942 | $18.1M | 0.16% | −55,289−2.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,411,500 | $13.8M | 0.12% | +173,300+14.0% | Added |
| Bank of America Corp | 850,094 | $8.33M | 0.00% | +39,831+4.9% | Added |
| Azora Capital LP | 832,860 | $8.16M | 1.39% | +378,280+83.2% | Added |
| State Street Corp | 741,923 | $7.27M | 0.00% | +99,466+15.5% | Added |
| Geode Capital Management, LLC | 731,080 | $7.16M | 0.00% | −9,815−1.3% | Reduced |
| State of Wisconsin Investment Board | 598,068 | $5.86M | 0.02% | −3,362−0.6% | Reduced |
| Russell Investments Group, Ltd. | 527,426 | $5.17M | 0.01% | +236,961+81.6% | Added |
| Nantahala Capital Management, LLC | 239,819 | $4.94M | 0.45% | −265,474−52.5% | Reduced |
| Balyasny Asset Management LLC | 493,076 | $4.83M | 0.02% | −147,352−23.0% | Reduced |
| Prospera Financial Services Inc | 490,400 | $4.81M | 0.24% | −161,400−24.8% | Reduced |
| Deprince Race & Zollo Inc | 381,389 | $3.74M | 0.09% | +381,389 | New |
| Ancora Advisors, LLC | 346,008 | $3.39M | 0.10% | −40,230−10.4% | Reduced |
| Northern Trust Corp | 336,307 | $3.30M | 0.00% | −29,683−8.1% | Reduced |
| Boston Partners | 335,791 | $3.29M | 0.00% | −3,236−1.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 219,873 | $2.15M | 0.01% | +54,403+32.9% | Added |
| Interval Partners, LP | 217,207 | $2.13M | 0.17% | −281,762−56.5% | Reduced |
| Millennium Management LLC | 177,319 | $1.74M | 0.00% | −97,803−35.5% | Reduced |
| Bank of New York Mellon Corp | 170,026 | $1.67M | 0.00% | −49,528−22.6% | Reduced |
| Nuveen Asset Management, LLC | 135,776 | $1.33M | 0.00% | +2,417+1.8% | Added |
| Renaissance Technologies LLC | 128,500 | $1.26M | 0.00% | +34,500+36.7% | Added |
| SEI Investments Co | 126,393 | $1.24M | 0.00% | +45,972+57.2% | Added |
| CastleKnight Management LP | 121,189 | $1.19M | 0.34% | −62,011−33.8% | Reduced |
| Invesco Ltd. | 107,477 | $1.05M | 0.00% | +85,741+394.5% | Added |
| Morgan Stanley | 106,695 | $1.05M | 0.00% | +1,285+1.2% | Added |
| UBS Group AG | 105,861 | $1.04M | 0.00% | −113,735−51.8% | Reduced |
| Charles Schwab Investment Management Inc | 102,449 | $1.00M | 0.00% | −2,390−2.3% | Reduced |
| Swiss National Bank | 102,000 | $999.6K | 0.00% | −7,700−7.0% | Reduced |
| Algert Global LLC | 81,300 | $796.7K | 0.04% | +81,300 | New |
| Martingale Asset Management L P | 80,206 | $786.0K | 0.02% | +33,957+73.4% | Added |
| Goldman Sachs Group Inc | 63,853 | $625.8K | 0.00% | +14,681+29.9% | Added |
| Ameriprise Financial Inc | 60,620 | $594.0K | 0.00% | −29,100−32.4% | Reduced |
| Brandywine Global Investment Management, LLC | 58,563 | $573.9K | 0.00% | +58,563 | New |
| Rhumbline Advisers | 52,368 | $513.0K | 0.00% | −3,676−6.6% | Reduced |
| California State Teachers Retirement System | 51,456 | $504.3K | 0.00% | −4,560−8.1% | Reduced |
| Envestnet Asset Management Inc | 50,061 | $490.6K | 0.00% | +5,481+12.3% | Added |
| Royal Bank of Canada | 47,545 | $465.0K | 0.00% | +5,340+12.7% | Added |
| Atalaya Capital Management LP | 54,796 | $456.5K | 0.08% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 42,500 | $416.5K | 0.00% | +7,000+19.7% | Added |
| Occudo Quantitative Strategies LP | 41,889 | $410.5K | 0.05% | +41,889 | New |
| Susquehanna International Group, LLP | 41,412 | $405.8K | 0.00% | +12,340+42.4% | Added |
| Credit Suisse AG | 37,285 | $365.4K | 0.00% | +10,611+39.8% | Added |
| Union Square Park Capital Management, LLC | 35,348 | $346.4K | 0.92% | 00.0% | Unchanged |
| First Trust Advisors LP | 32,855 | $322.0K | 0.00% | +13,742+71.9% | Added |
| State of Wyoming | 32,663 | $320.1K | 0.11% | +11,770+56.3% | Added |
| Barclays PLC | 31,555 | $309.2K | 0.00% | −13,786−30.4% | Reduced |
| Mariner, LLC | 29,893 | $293.0K | 0.00% | +29,893 | New |
| D. E. Shaw & Co., Inc. | 26,343 | $258.2K | 0.00% | −20,411−43.7% | Reduced |
| SMH Capital Advisors Inc | 26,164 | $256.4K | 0.37% | −328−1.2% | Reduced |
| New York State Common Retirement Fund | 24,760 | $242.6K | 0.00% | −62−0.2% | Reduced |
| Deutsche Bank AG | 24,723 | $242.3K | 0.00% | +4,638+23.1% | Added |
| MetLife Investment Management | 22,750 | $222.9K | 0.00% | −4,312−15.9% | Reduced |
| JPMorgan Chase & Co | 22,674 | $221.0K | 0.00% | +68+0.3% | Added |
| Two Sigma Advisers, LP | 20,800 | $203.8K | 0.00% | −3,300−13.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,276 | $188.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 17,469 | $171.2K | 0.00% | −2,006−10.3% | Reduced |
| Legal & General Group Plc | 16,521 | $161.9K | 0.00% | −147−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 15,999 | $156.8K | 0.00% | −3,802−19.2% | Reduced |
| Citadel Advisors LLC | 15,515 | $152.0K | 0.00% | −184,990−92.3% | Reduced |
| Voya Investment Management LLC | 15,201 | $149.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,000 | $137.2K | 0.00% | −7,700−35.5% | Reduced |
| Oppenheimer Asset Management Inc. | 13,485 | $132.2K | 0.00% | −694−4.9% | Reduced |
| Bleakley Financial Group, LLC | 12,872 | $126.1K | 0.00% | +12,872 | New |
| Sawtooth Solutions, LLC | 12,638 | $123.9K | 0.02% | +12,638 | New |
| Janus Henderson Group PLC | 12,354 | $121.0K | 0.00% | +12,354 | New |
| Arizona State Retirement System | 11,922 | $116.8K | 0.00% | −655−5.2% | Reduced |
| Ergoteles LLC | 10,848 | $106.3K | 0.00% | +10,848 | New |
| Raymond James & Associates | 10,028 | $98.3K | 0.00% | −277−2.7% | Reduced |
| Mariner Investment Group LLC | 10,000 | $98.0K | 0.30% | +10,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,578 | $93.9K | 0.00% | −3,730−28.0% | Reduced |
| Amalgamated Bank | 6,762 | $66.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,552 | $64.2K | 0.00% | +6,552 | New |
| Ameritas Investment Partners, Inc. | 3,494 | $35.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,680 | $26.3K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,373 | $23.3K | 0.00% | −768−24.5% | Reduced |
| Citigroup Inc | 1,302 | $12.8K | 0.00% | −459−26.1% | Reduced |
| Quadrant Capital Group LLC | 1,189 | $11.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 761 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 357 | $4.00K | 0.00% | −3,656−91.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 267 | $2.61K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 94 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 70,965 | $695 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 5 | $49 | 0.00% | +5 | New |
| Advisor Group Holdings, Inc. | 56 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −136,703−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −99,863−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −83,654−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −34,400−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −24,033−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −13,133−100.0% | Sold out |