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