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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 26 | $216 | 0.00% | −30−53.6% | Reduced |
| Nisa Investment Advisors, LLC | 94 | $783 | 0.00% | −2,250−96.0% | Reduced |
| Parallel Advisors, LLC | 182 | $1.52K | 0.00% | −2,622−93.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 267 | $2.22K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 785 | $7.00K | 0.00% | −49−5.9% | Reduced |
| Quadrant Capital Group LLC | 1,189 | $9.90K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,259 | $10.5K | 0.00% | −171−12.0% | Reduced |
| Quarry LP | 1,851 | $15.4K | 0.01% | −2,036−52.4% | Reduced |
| Metropolitan Life Insurance Co | 2,373 | $19.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,647 | $22.0K | 0.00% | −41,602−94.0% | Reduced |
| SOA Wealth Advisors, LLC. | 2,680 | $22.3K | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 3,287 | $27.0K | 0.00% | +3,287 | New |
| Ameritas Investment Partners, Inc. | 3,494 | $29.1K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,300 | $36.0K | 0.00% | +4,300 | New |
| Amalgamated Bank | 6,239 | $52.0K | 0.00% | +756+13.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,826 | $73.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 9,130 | $76.1K | 0.00% | −62,727−87.3% | Reduced |
| Legato Capital Management LLC | 10,718 | $89.3K | 0.01% | +10,718 | New |
| Arizona State Retirement System | 11,320 | $94.3K | 0.00% | −958−7.8% | Reduced |
| Sawtooth Solutions, LLC | 11,662 | $97.1K | 0.00% | −10,118−46.5% | Reduced |
| Bleakley Financial Group, LLC | 11,706 | $97.5K | 0.00% | −10,074−46.3% | Reduced |
| Two Sigma Advisers, LP | 12,000 | $100.0K | 0.00% | −4,600−27.7% | Reduced |
| State Board of Administration of Florida Retirement System | 12,100 | $100.8K | 0.00% | +12,100 | New |
| Oppenheimer Asset Management Inc. | 13,220 | $110.1K | 0.00% | +381+3.0% | Added |
| Riverwater Partners LLC | 13,534 | $112.7K | 0.10% | +13,534 | New |
| Y-Intercept (Hong Kong) Ltd | 13,594 | $113.2K | 0.01% | +13,594 | New |
| Citigroup Inc | 13,713 | $114.2K | 0.00% | +12,648+1,187.6% | Added |
| Principal Financial Group Inc | 14,427 | $120.2K | 0.00% | +14,427 | New |
| New York State Common Retirement Fund | 14,589 | $121.5K | 0.00% | −36−0.2% | Reduced |
| Susquehanna International Group, LLP | 14,850 | $123.7K | 0.00% | −33,118−69.0% | Reduced |
| Kennedy Capital Management, Inc. | 15,091 | $125.7K | 0.00% | +15,091 | New |
| Envestnet Asset Management Inc | 15,699 | $130.8K | 0.00% | −33,942−68.4% | Reduced |
| Voya Investment Management LLC | 17,767 | $148.0K | 0.00% | +3,284+22.7% | Added |
| Wells Fargo & Company | 17,786 | $148.2K | 0.00% | +10,653+149.3% | Added |
| Manufacturers Life Insurance Company, The | 18,316 | $152.6K | 0.00% | +2,317+14.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,276 | $160.6K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 19,305 | $160.8K | 0.11% | +19,305 | New |
| American International Group, Inc. | 20,522 | $170.9K | 0.00% | +2,697+15.1% | Added |
| Jane Street Group, LLC | 21,291 | $177.4K | 0.00% | +21,291 | New |
| Mariner, LLC | 22,617 | $188.4K | 0.00% | −5,003−18.1% | Reduced |
| MetLife Investment Management | 22,750 | $189.5K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 22,821 | $190.0K | 0.00% | −27−0.1% | Reduced |
| Harbor Capital Advisors, Inc. | 24,718 | $205.9K | 0.04% | +24,718 | New |
| SMH Capital Advisors Inc | 24,841 | $207.0K | 0.45% | −477−1.9% | Reduced |
| Ergoteles LLC | 25,832 | $215.2K | 0.01% | +25,832 | New |
| Legal & General Group Plc | 26,525 | $221.0K | 0.00% | +9,374+54.7% | Added |
| Deutsche Bank AG | 27,504 | $229.1K | 0.00% | −3,996−12.7% | Reduced |
| Dimensional Fund Advisors LP | 33,191 | $276.5K | 0.00% | +33,191 | New |
| JPMorgan Chase & Co | 33,672 | $280.5K | 0.00% | +3,967+13.4% | Added |
| Channing Capital Management, LLC | 34,072 | $283.8K | 0.01% | +34,072 | New |
| Allspring Global Investments Holdings, LLC | 35,020 | $291.7K | 0.00% | +22,715+184.6% | Added |
| Union Square Park Capital Management, LLC | 35,348 | $294.4K | 0.39% | 00.0% | Unchanged |
| UBS Group AG | 40,996 | $341.5K | 0.00% | −65,717−61.6% | Reduced |
| Atalaya Capital Management LP | 54,796 | $388.0K | 0.19% | 00.0% | Unchanged |
| Bank of America Corp | 48,265 | $402.0K | 0.00% | −21,500−30.8% | Reduced |
| Alliancebernstein L.P. | 48,340 | $402.7K | 0.00% | +5,840+13.7% | Added |
| California State Teachers Retirement System | 49,634 | $413.5K | 0.00% | −1,323−2.6% | Reduced |
| STRS Ohio | 49,900 | $415.0K | 0.00% | −10,700−17.7% | Reduced |
| Barclays PLC | 52,226 | $435.0K | 0.00% | +14,000+36.6% | Added |
| Credit Suisse AG | 52,795 | $439.8K | 0.00% | +15,108+40.1% | Added |
| D. E. Shaw & Co., Inc. | 53,698 | $447.3K | 0.00% | +19,097+55.2% | Added |
| Rhumbline Advisers | 56,037 | $466.8K | 0.00% | +4,823+9.4% | Added |
| SEI Investments Co | 56,529 | $470.9K | 0.00% | −89,527−61.3% | Reduced |
| Invesco Ltd. | 66,929 | $557.5K | 0.00% | +17,098+34.3% | Added |
| Private Advisor Group, LLC | 70,965 | $591.1K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 83,120 | $692.4K | 0.00% | −30,261−26.7% | Reduced |
| Swiss National Bank | 87,800 | $731.4K | 0.00% | −3,700−4.0% | Reduced |
| Goldman Sachs Group Inc | 97,790 | $814.6K | 0.00% | −7,425−7.1% | Reduced |
| Brandywine Global Investment Management, LLC | 101,890 | $848.7K | 0.01% | 00.0% | Unchanged |
| CastleKnight Management LP | 103,200 | $859.7K | 0.18% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 117,148 | $975.8K | 0.00% | +14,165+13.8% | Added |
| Morgan Stanley | 135,183 | $1.13M | 0.00% | +11,270+9.1% | Added |
| Renaissance Technologies LLC | 163,800 | $1.36M | 0.00% | +5,000+3.1% | Added |
| Bank of New York Mellon Corp | 169,233 | $1.41M | 0.00% | +12,502+8.0% | Added |
| Algert Global LLC | 186,345 | $1.55M | 0.07% | +14,220+8.3% | Added |
| Arrowstreet Capital, Limited Partnership | 214,048 | $1.78M | 0.00% | +1,810+0.9% | Added |
| Nantahala Capital Management, LLC | 258,273 | $2.15M | 0.26% | −247,020−48.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 273,193 | $2.28M | 0.01% | −35,821−11.6% | Reduced |
| Ancora Advisors, LLC | 292,438 | $2.44M | 0.06% | −25,270−8.0% | Reduced |
| Grandeur Peak Global Advisors, LLC | 298,273 | $2.48M | 0.17% | +298,273 | New |
| Boston Partners | 302,937 | $2.52M | 0.00% | +251,353+487.3% | Added |
| Millennium Management LLC | 308,742 | $2.57M | 0.00% | +158,249+105.2% | Added |
| Royce & Associates LP | 377,950 | $3.15M | 0.03% | +377,950 | New |
| Northern Trust Corp | 380,314 | $3.17M | 0.00% | +29,895+8.5% | Added |
| Prospera Financial Services Inc | 497,150 | $4.14M | 0.16% | +26,200+5.6% | Added |
| State of Wisconsin Investment Board | 526,479 | $4.39M | 0.01% | −2,157−0.4% | Reduced |
| Nuveen Asset Management, LLC | 581,544 | $4.84M | 0.00% | +27,367+4.9% | Added |
| State Street Corp | 775,153 | $6.46M | 0.00% | +18,340+2.4% | Added |
| Schonfeld Strategic Advisors LLC | 799,942 | $6.66M | 0.06% | −531,011−39.9% | Reduced |
| Geode Capital Management, LLC | 840,304 | $7.00M | 0.00% | +73,532+9.6% | Added |
| Ceredex Value Advisors LLC | 872,100 | $7.26M | 0.12% | +33,000+3.9% | Added |
| Deprince Race & Zollo Inc | 932,223 | $7.77M | 0.18% | +484,874+108.4% | Added |
| Russell Investments Group, Ltd. | 1,506,833 | $12.6M | 0.02% | +994,349+194.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,932,340 | $16.1M | 0.06% | +555,260+40.3% | Added |
| Schroder Investment Management Group | 2,285,165 | $19.0M | 0.03% | −8,067−0.4% | Reduced |
| Vanguard Group Inc | 2,329,463 | $19.4M | 0.00% | −20,442−0.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,757,281 | $23.0M | 0.05% | −716,321−20.6% | Reduced |
| Wellington Management Group LLP | 2,815,780 | $23.3M | 0.00% | −503,934−15.2% | Reduced |
| BlackRock Inc. | 3,197,488 | $26.6M | 0.00% | +567,294+21.6% | Added |
| FMR LLC | 5,569,917 | $46.4M | 0.00% | +93,608+1.7% | Added |