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 |
|---|---|---|---|---|---|
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −1,815,731−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −842,033−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −219,841−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −38,024−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −15,544−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −14,716−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −12,907−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −12,407−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,684−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Mariner Investment Group LLC | – | – | – | – | Not filed |