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, Q2 2023
Institutional positions in Perella Weinberg Partners as of Jun 30, 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
- 100
- +3 vs. Q1 2023
- Shares held
- 33.6M
- −1.09M (−3.1%) vs. Q1 2023
- Total value
- $279.9M
- −$35.8M (−11.3%) vs. Q1 2023
- New holders
- 16
- 35 more added
- Sold out
- 13
- 36 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,569,917 | $46.4M | 0.00% | +93,608+1.7% | Added |
| BlackRock Inc. | 3,197,488 | $26.6M | 0.00% | +567,294+21.6% | Added |
| Wellington Management Group LLP | 2,815,780 | $23.3M | 0.00% | −503,934−15.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,757,281 | $23.0M | 0.05% | −716,321−20.6% | Reduced |
| Vanguard Group Inc | 2,329,463 | $19.4M | 0.00% | −20,442−0.9% | Reduced |
| Schroder Investment Management Group | 2,285,165 | $19.0M | 0.03% | −8,067−0.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 1,932,340 | $16.1M | 0.06% | +555,260+40.3% | Added |
| Russell Investments Group, Ltd. | 1,506,833 | $12.6M | 0.02% | +994,349+194.0% | Added |
| Deprince Race & Zollo Inc | 932,223 | $7.77M | 0.18% | +484,874+108.4% | Added |
| Ceredex Value Advisors LLC | 872,100 | $7.26M | 0.12% | +33,000+3.9% | Added |
| Geode Capital Management, LLC | 840,304 | $7.00M | 0.00% | +73,532+9.6% | Added |
| Schonfeld Strategic Advisors LLC | 799,942 | $6.66M | 0.06% | −531,011−39.9% | Reduced |
| State Street Corp | 775,153 | $6.46M | 0.00% | +18,340+2.4% | Added |
| Nuveen Asset Management, LLC | 581,544 | $4.84M | 0.00% | +27,367+4.9% | Added |
| State of Wisconsin Investment Board | 526,479 | $4.39M | 0.01% | −2,157−0.4% | Reduced |
| Prospera Financial Services Inc | 497,150 | $4.14M | 0.16% | +26,200+5.6% | Added |
| Northern Trust Corp | 380,314 | $3.17M | 0.00% | +29,895+8.5% | Added |
| Royce & Associates LP | 377,950 | $3.15M | 0.03% | +377,950 | New |
| Millennium Management LLC | 308,742 | $2.57M | 0.00% | +158,249+105.2% | Added |
| Boston Partners | 302,937 | $2.52M | 0.00% | +251,353+487.3% | Added |
| Grandeur Peak Global Advisors, LLC | 298,273 | $2.48M | 0.17% | +298,273 | New |
| Ancora Advisors, LLC | 292,438 | $2.44M | 0.06% | −25,270−8.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 273,193 | $2.28M | 0.01% | −35,821−11.6% | Reduced |
| Nantahala Capital Management, LLC | 258,273 | $2.15M | 0.26% | −247,020−48.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 214,048 | $1.78M | 0.00% | +1,810+0.9% | Added |
| Algert Global LLC | 186,345 | $1.55M | 0.07% | +14,220+8.3% | Added |
| Bank of New York Mellon Corp | 169,233 | $1.41M | 0.00% | +12,502+8.0% | Added |
| Renaissance Technologies LLC | 163,800 | $1.36M | 0.00% | +5,000+3.1% | Added |
| Morgan Stanley | 135,183 | $1.13M | 0.00% | +11,270+9.1% | Added |
| Charles Schwab Investment Management Inc | 117,148 | $975.8K | 0.00% | +14,165+13.8% | Added |
| CastleKnight Management LP | 103,200 | $859.7K | 0.18% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 101,890 | $848.7K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 97,790 | $814.6K | 0.00% | −7,425−7.1% | Reduced |
| Swiss National Bank | 87,800 | $731.4K | 0.00% | −3,700−4.0% | Reduced |
| Ameriprise Financial Inc | 83,120 | $692.4K | 0.00% | −30,261−26.7% | Reduced |
| Private Advisor Group, LLC | 70,965 | $591.1K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 66,929 | $557.5K | 0.00% | +17,098+34.3% | Added |
| SEI Investments Co | 56,529 | $470.9K | 0.00% | −89,527−61.3% | Reduced |
| Rhumbline Advisers | 56,037 | $466.8K | 0.00% | +4,823+9.4% | Added |
| D. E. Shaw & Co., Inc. | 53,698 | $447.3K | 0.00% | +19,097+55.2% | Added |
| Credit Suisse AG | 52,795 | $439.8K | 0.00% | +15,108+40.1% | Added |
| Barclays PLC | 52,226 | $435.0K | 0.00% | +14,000+36.6% | Added |
| STRS Ohio | 49,900 | $415.0K | 0.00% | −10,700−17.7% | Reduced |
| California State Teachers Retirement System | 49,634 | $413.5K | 0.00% | −1,323−2.6% | Reduced |
| Alliancebernstein L.P. | 48,340 | $402.7K | 0.00% | +5,840+13.7% | Added |
| Bank of America Corp | 48,265 | $402.0K | 0.00% | −21,500−30.8% | Reduced |
| Atalaya Capital Management LP | 54,796 | $388.0K | 0.19% | 00.0% | Unchanged |
| UBS Group AG | 40,996 | $341.5K | 0.00% | −65,717−61.6% | Reduced |
| Union Square Park Capital Management, LLC | 35,348 | $294.4K | 0.39% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 35,020 | $291.7K | 0.00% | +22,715+184.6% | Added |
| Channing Capital Management, LLC | 34,072 | $283.8K | 0.01% | +34,072 | New |
| JPMorgan Chase & Co | 33,672 | $280.5K | 0.00% | +3,967+13.4% | Added |
| Dimensional Fund Advisors LP | 33,191 | $276.5K | 0.00% | +33,191 | New |
| Deutsche Bank AG | 27,504 | $229.1K | 0.00% | −3,996−12.7% | Reduced |
| Legal & General Group Plc | 26,525 | $221.0K | 0.00% | +9,374+54.7% | Added |
| Ergoteles LLC | 25,832 | $215.2K | 0.01% | +25,832 | New |
| SMH Capital Advisors Inc | 24,841 | $207.0K | 0.45% | −477−1.9% | Reduced |
| Harbor Capital Advisors, Inc. | 24,718 | $205.9K | 0.04% | +24,718 | New |
| Janus Henderson Group PLC | 22,821 | $190.0K | 0.00% | −27−0.1% | Reduced |
| MetLife Investment Management | 22,750 | $189.5K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 22,617 | $188.4K | 0.00% | −5,003−18.1% | Reduced |
| Jane Street Group, LLC | 21,291 | $177.4K | 0.00% | +21,291 | New |
| American International Group, Inc. | 20,522 | $170.9K | 0.00% | +2,697+15.1% | Added |
| MQS Management LLC | 19,305 | $160.8K | 0.11% | +19,305 | New |
| Mirae Asset Global Investments Co., Ltd. | 19,276 | $160.6K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 18,316 | $152.6K | 0.00% | +2,317+14.5% | Added |
| Wells Fargo & Company | 17,786 | $148.2K | 0.00% | +10,653+149.3% | Added |
| Voya Investment Management LLC | 17,767 | $148.0K | 0.00% | +3,284+22.7% | Added |
| Envestnet Asset Management Inc | 15,699 | $130.8K | 0.00% | −33,942−68.4% | Reduced |
| Kennedy Capital Management, Inc. | 15,091 | $125.7K | 0.00% | +15,091 | New |
| Susquehanna International Group, LLP | 14,850 | $123.7K | 0.00% | −33,118−69.0% | Reduced |
| New York State Common Retirement Fund | 14,589 | $121.5K | 0.00% | −36−0.2% | Reduced |
| Principal Financial Group Inc | 14,427 | $120.2K | 0.00% | +14,427 | New |
| Citigroup Inc | 13,713 | $114.2K | 0.00% | +12,648+1,187.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,594 | $113.2K | 0.01% | +13,594 | New |
| Riverwater Partners LLC | 13,534 | $112.7K | 0.10% | +13,534 | New |
| Oppenheimer Asset Management Inc. | 13,220 | $110.1K | 0.00% | +381+3.0% | Added |
| State Board of Administration of Florida Retirement System | 12,100 | $100.8K | 0.00% | +12,100 | New |
| Two Sigma Advisers, LP | 12,000 | $100.0K | 0.00% | −4,600−27.7% | Reduced |
| Bleakley Financial Group, LLC | 11,706 | $97.5K | 0.00% | −10,074−46.3% | Reduced |
| Sawtooth Solutions, LLC | 11,662 | $97.1K | 0.00% | −10,118−46.5% | Reduced |
| Arizona State Retirement System | 11,320 | $94.3K | 0.00% | −958−7.8% | Reduced |
| Legato Capital Management LLC | 10,718 | $89.3K | 0.01% | +10,718 | New |
| Citadel Advisors LLC | 9,130 | $76.1K | 0.00% | −62,727−87.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,826 | $73.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,239 | $52.0K | 0.00% | +756+13.8% | Added |
| Aquatic Capital Management LLC | 4,300 | $36.0K | 0.00% | +4,300 | New |
| Ameritas Investment Partners, Inc. | 3,494 | $29.1K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 3,287 | $27.0K | 0.00% | +3,287 | New |
| SOA Wealth Advisors, LLC. | 2,680 | $22.3K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,647 | $22.0K | 0.00% | −41,602−94.0% | Reduced |
| Metropolitan Life Insurance Co | 2,373 | $19.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,851 | $15.4K | 0.01% | −2,036−52.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,259 | $10.5K | 0.00% | −171−12.0% | Reduced |
| Quadrant Capital Group LLC | 1,189 | $9.90K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 785 | $7.00K | 0.00% | −49−5.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 267 | $2.22K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 182 | $1.52K | 0.00% | −2,622−93.5% | Reduced |
| Nisa Investment Advisors, LLC | 94 | $783 | 0.00% | −2,250−96.0% | Reduced |
| Advisor Group Holdings, Inc. | 26 | $216 | 0.00% | −30−53.6% | Reduced |