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, Q1 2023
Institutional positions in Perella Weinberg Partners as of Mar 31, 2023. 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
- 98
- +6 vs. Q4 2022
- Shares held
- 34.7M
- −1.38M (−3.8%) vs. Q4 2022
- Total value
- $315.8M
- −$39.8M (−11.2%) vs. Q4 2022
- New holders
- 12
- 37 more added
- Sold out
- 6
- 34 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,476,309 | $49.8M | 0.00% | +117,816+2.2% | Added |
| Adage Capital Partners GP, L.L.C. | 3,473,602 | $31.6M | 0.07% | +9,765+0.3% | Added |
| Wellington Management Group LLP | 3,319,714 | $30.1M | 0.01% | −1,379,922−29.4% | Reduced |
| BlackRock Inc. | 2,630,194 | $23.9M | 0.00% | −112,011−4.1% | Reduced |
| Vanguard Group Inc | 2,349,905 | $21.4M | 0.00% | +55,079+2.4% | Added |
| Schroder Investment Management Group | 2,293,232 | $20.9M | 0.03% | +194,050+9.2% | Added |
| Westwood Holdings Group Inc. | 1,815,731 | $16.5M | 0.15% | −34,211−1.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 1,377,080 | $12.5M | 0.05% | −678,180−33.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,330,953 | $12.1M | 0.12% | −80,547−5.7% | Reduced |
| Basswood Capital Management, L.L.C. | 842,033 | $7.66M | 0.53% | +842,033 | New |
| Ceredex Value Advisors LLC | 839,100 | $7.64M | 0.12% | +839,100 | New |
| Geode Capital Management, LLC | 766,772 | $6.98M | 0.00% | +35,692+4.9% | Added |
| State Street Corp | 756,813 | $6.89M | 0.00% | +14,890+2.0% | Added |
| Nuveen Asset Management, LLC | 554,177 | $5.04M | 0.00% | +418,401+308.2% | Added |
| State of Wisconsin Investment Board | 528,636 | $4.81M | 0.01% | −69,432−11.6% | Reduced |
| Russell Investments Group, Ltd. | 512,484 | $4.66M | 0.01% | −14,942−2.8% | Reduced |
| Nantahala Capital Management, LLC | 505,293 | $4.60M | 0.44% | +265,474+110.7% | Added |
| Prospera Financial Services Inc | 470,950 | $4.29M | 0.18% | −19,450−4.0% | Reduced |
| Deprince Race & Zollo Inc | 447,349 | $4.07M | 0.09% | +65,960+17.3% | Added |
| Northern Trust Corp | 350,419 | $3.19M | 0.00% | +14,112+4.2% | Added |
| Ancora Advisors, LLC | 317,708 | $2.89M | 0.08% | −28,300−8.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 309,014 | $2.81M | 0.02% | +89,141+40.5% | Added |
| Balyasny Asset Management LLC | 219,841 | $2.00M | 0.01% | −273,235−55.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 212,238 | $1.93M | 0.00% | +212,238 | New |
| Algert Global LLC | 172,125 | $1.57M | 0.07% | +90,825+111.7% | Added |
| Renaissance Technologies LLC | 158,800 | $1.45M | 0.00% | +30,300+23.6% | Added |
| Bank of New York Mellon Corp | 156,731 | $1.43M | 0.00% | −13,295−7.8% | Reduced |
| Millennium Management LLC | 150,493 | $1.37M | 0.00% | −26,826−15.1% | Reduced |
| SEI Investments Co | 146,056 | $1.33M | 0.00% | +19,663+15.6% | Added |
| Morgan Stanley | 123,913 | $1.13M | 0.00% | +17,218+16.1% | Added |
| Ameriprise Financial Inc | 113,381 | $1.03M | 0.00% | +52,761+87.0% | Added |
| UBS Group AG | 106,713 | $971.1K | 0.00% | +852+0.8% | Added |
| Goldman Sachs Group Inc | 105,215 | $957.5K | 0.00% | +41,362+64.8% | Added |
| CastleKnight Management LP | 103,200 | $939.1K | 0.24% | −17,989−14.8% | Reduced |
| Charles Schwab Investment Management Inc | 102,983 | $937.1K | 0.00% | +534+0.5% | Added |
| Brandywine Global Investment Management, LLC | 101,890 | $927.2K | 0.01% | +43,327+74.0% | Added |
| Swiss National Bank | 91,500 | $832.6K | 0.00% | −10,500−10.3% | Reduced |
| Citadel Advisors LLC | 71,857 | $653.9K | 0.00% | +56,342+363.1% | Added |
| Private Advisor Group, LLC | 70,965 | $645.8K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 69,765 | $634.9K | 0.00% | −780,329−91.8% | Reduced |
| STRS Ohio | 60,600 | $551.0K | 0.00% | +60,600 | New |
| Boston Partners | 51,584 | $469.4K | 0.00% | −284,207−84.6% | Reduced |
| Rhumbline Advisers | 51,214 | $466.0K | 0.00% | −1,154−2.2% | Reduced |
| California State Teachers Retirement System | 50,957 | $463.7K | 0.00% | −499−1.0% | Reduced |
| Invesco Ltd. | 49,831 | $453.5K | 0.00% | −57,646−53.6% | Reduced |
| Envestnet Asset Management Inc | 49,641 | $451.7K | 0.00% | −420−0.8% | Reduced |
| Susquehanna International Group, LLP | 47,968 | $436.5K | 0.00% | +6,556+15.8% | Added |
| Atalaya Capital Management LP | 54,796 | $423.8K | 0.14% | 00.0% | Unchanged |
| Royal Bank of Canada | 44,249 | $402.0K | 0.00% | −3,296−6.9% | Reduced |
| Alliancebernstein L.P. | 42,500 | $386.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 38,226 | $347.9K | 0.00% | +6,671+21.1% | Added |
| Martingale Asset Management L P | 38,024 | $346.0K | 0.01% | −42,182−52.6% | Reduced |
| Credit Suisse AG | 37,687 | $343.0K | 0.00% | +402+1.1% | Added |
| Union Square Park Capital Management, LLC | 35,348 | $321.7K | 0.51% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 34,601 | $314.9K | 0.00% | +8,258+31.3% | Added |
| Deutsche Bank AG | 31,500 | $286.6K | 0.00% | +6,777+27.4% | Added |
| JPMorgan Chase & Co | 29,705 | $270.0K | 0.00% | +7,031+31.0% | Added |
| Mariner, LLC | 27,620 | $251.0K | 0.00% | −2,273−7.6% | Reduced |
| Janus Henderson Group PLC | 22,848 | $207.5K | 0.00% | +10,494+84.9% | Added |
| MetLife Investment Management | 22,750 | $207.0K | 0.00% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 25,318 | $200.0K | 1.19% | −846−3.2% | Reduced |
| Bleakley Financial Group, LLC | 21,780 | $198.2K | 0.01% | +8,908+69.2% | Added |
| Sawtooth Solutions, LLC | 21,780 | $198.2K | 0.01% | +9,142+72.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,276 | $175.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 17,825 | $162.2K | 0.00% | +356+2.0% | Added |
| Legal & General Group Plc | 17,151 | $156.1K | 0.00% | +630+3.8% | Added |
| Two Sigma Advisers, LP | 16,600 | $151.1K | 0.00% | −4,200−20.2% | Reduced |
| Manufacturers Life Insurance Company, The | 15,999 | $145.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,544 | $141.0K | 0.00% | +15,544 | New |
| State of Wyoming | 14,716 | $133.9K | 0.04% | −17,947−54.9% | Reduced |
| New York State Common Retirement Fund | 14,625 | $133.1K | 0.00% | −10,135−40.9% | Reduced |
| Voya Investment Management LLC | 14,483 | $131.8K | 0.00% | −718−4.7% | Reduced |
| Versor Investments LP | 14,400 | $131.0K | 0.02% | +14,400 | New |
| Stifel Financial Corp | 12,907 | $117.5K | 0.00% | −1,093−7.8% | Reduced |
| Oppenheimer Asset Management Inc. | 12,839 | $116.8K | 0.00% | −646−4.8% | Reduced |
| Boothbay Fund Management, LLC | 12,407 | $112.9K | 0.00% | +12,407 | New |
| Allspring Global Investments Holdings, LLC | 12,305 | $112.0K | 0.00% | +5,753+87.8% | Added |
| Arizona State Retirement System | 12,278 | $111.7K | 0.00% | +356+3.0% | Added |
| PDT Partners, LLC | 10,684 | $97.2K | 0.01% | +10,684 | New |
| Mariner Investment Group LLC | 10,000 | $91.0K | 2.78% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,826 | $80.3K | 0.00% | −752−7.9% | Reduced |
| Wells Fargo & Company | 7,133 | $64.9K | 0.00% | +7,133 | New |
| Amalgamated Bank | 5,483 | $50.0K | 0.00% | −1,279−18.9% | Reduced |
| Quarry LP | 3,887 | $35.4K | 0.02% | +3,887 | New |
| Ameritas Investment Partners, Inc. | 3,494 | $31.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,804 | $25.5K | 0.00% | +2,804 | New |
| SOA Wealth Advisors, LLC. | 2,680 | $24.4K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,373 | $21.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,344 | $21.0K | 0.00% | +2,250+2,393.6% | Added |
| Tower Research Capital LLC (TRC) | 1,430 | $13.0K | 0.00% | +1,073+300.6% | Added |
| Public Employees Retirement System of Ohio | 1,300 | $12.0K | 0.00% | +1,300 | New |
| Quadrant Capital Group LLC | 1,189 | $10.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,065 | $9.69K | 0.00% | −237−18.2% | Reduced |
| CWM, LLC | 834 | $8.00K | 0.00% | +73+9.6% | Added |
| Blue Bell Private Wealth Management, LLC | 267 | $2.43K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 56 | $509 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 5 | $46 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Azora Capital LP | 0 | $0 | 0.00% | −832,860−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −217,207−100.0% | Sold out |