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