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, Q3 2023
Institutional positions in Perella Weinberg Partners as of Sep 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
- 102
- +2 vs. Q2 2023
- Shares held
- 34.2M
- +619.1K (+1.8%) vs. Q2 2023
- Total value
- $348.4M
- +$68.5M (+24.5%) vs. Q2 2023
- New holders
- 10
- 44 more added
- Sold out
- 8
- 28 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,780,259 | $58.8M | 0.01% | +210,342+3.8% | Added |
| BlackRock Inc. | 3,105,986 | $31.6M | 0.00% | −91,502−2.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,818,614 | $28.7M | 0.07% | +61,333+2.2% | Added |
| Schroder Investment Management Group | 2,294,531 | $23.4M | 0.03% | +9,366+0.4% | Added |
| Vanguard Group Inc | 2,280,188 | $23.2M | 0.00% | −49,275−2.1% | Reduced |
| Wellington Management Group LLP | 2,113,638 | $21.4M | 0.00% | −702,142−24.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 2,055,880 | $20.9M | 0.08% | +123,540+6.4% | Added |
| Russell Investments Group, Ltd. | 1,522,178 | $15.5M | 0.03% | +15,345+1.0% | Added |
| Geode Capital Management, LLC | 867,432 | $8.83M | 0.00% | +27,128+3.2% | Added |
| State Street Corp | 830,248 | $8.45M | 0.00% | +55,095+7.1% | Added |
| Ceredex Value Advisors LLC | 804,900 | $8.19M | 0.14% | −67,200−7.7% | Reduced |
| Royce & Associates LP | 745,412 | $7.59M | 0.08% | +367,462+97.2% | Added |
| Basswood Capital Management, L.L.C. | 710,625 | $7.23M | 0.55% | +710,625 | New |
| Deprince Race & Zollo Inc | 703,351 | $7.16M | 0.17% | −228,872−24.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 530,579 | $5.40M | 0.01% | +316,531+147.9% | Added |
| Nuveen Asset Management, LLC | 510,230 | $5.19M | 0.00% | −71,314−12.3% | Reduced |
| State of Wisconsin Investment Board | 497,139 | $5.06M | 0.02% | −29,340−5.6% | Reduced |
| Prospera Financial Services Inc | 420,650 | $4.28M | 0.17% | −76,500−15.4% | Reduced |
| Grandeur Peak Global Advisors, LLC | 410,778 | $4.18M | 0.31% | +112,505+37.7% | Added |
| Northern Trust Corp | 385,530 | $3.92M | 0.00% | +5,216+1.4% | Added |
| Boston Partners | 345,337 | $3.52M | 0.00% | +42,400+14.0% | Added |
| Jacobs Levy Equity Management, Inc | 293,132 | $2.98M | 0.02% | +19,939+7.3% | Added |
| Ancora Advisors, LLC | 286,858 | $2.92M | 0.08% | −5,580−1.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 277,125 | $2.82M | 0.03% | −522,817−65.4% | Reduced |
| Azora Capital LP | 274,693 | $2.80M | 0.31% | +274,693 | New |
| Nantahala Capital Management, LLC | 258,273 | $2.63M | 0.33% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 186,303 | $1.90M | 0.00% | +186,303 | New |
| Renaissance Technologies LLC | 179,400 | $1.83M | 0.00% | +15,600+9.5% | Added |
| Bank of New York Mellon Corp | 172,235 | $1.75M | 0.00% | +3,002+1.8% | Added |
| Dimensional Fund Advisors LP | 165,525 | $1.69M | 0.00% | +132,334+398.7% | Added |
| Morgan Stanley | 137,919 | $1.40M | 0.00% | +2,736+2.0% | Added |
| Millennium Management LLC | 133,175 | $1.36M | 0.00% | −175,567−56.9% | Reduced |
| Goldman Sachs Group Inc | 121,397 | $1.24M | 0.00% | +23,607+24.1% | Added |
| Charles Schwab Investment Management Inc | 116,754 | $1.19M | 0.00% | −394−0.3% | Reduced |
| Bank of America Corp | 111,218 | $1.13M | 0.00% | +62,953+130.4% | Added |
| CastleKnight Management LP | 103,200 | $1.05M | 0.18% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 100,294 | $1.02M | 0.01% | −1,596−1.6% | Reduced |
| Swiss National Bank | 87,800 | $893.8K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 86,545 | $881.0K | 0.04% | −99,800−53.6% | Reduced |
| Ameriprise Financial Inc | 83,120 | $846.2K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 79,494 | $809.3K | 0.00% | +12,565+18.8% | Added |
| Private Advisor Group, LLC | 70,965 | $722.4K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 64,629 | $657.9K | 0.00% | +8,100+14.3% | Added |
| Citadel Advisors LLC | 61,965 | $630.8K | 0.00% | +52,835+578.7% | Added |
| Barclays PLC | 61,411 | $625.2K | 0.00% | +9,185+17.6% | Added |
| Rhumbline Advisers | 56,180 | $571.9K | 0.00% | +143+0.3% | Added |
| Atalaya Capital Management LP | 54,796 | $474.1K | 0.53% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 45,850 | $466.8K | 0.00% | −2,490−5.2% | Reduced |
| California State Teachers Retirement System | 44,414 | $452.1K | 0.00% | −5,220−10.5% | Reduced |
| Legal & General Group Plc | 37,828 | $385.1K | 0.00% | +11,303+42.6% | Added |
| Credit Suisse AG | 36,689 | $373.5K | 0.00% | −16,106−30.5% | Reduced |
| Union Square Park Capital Management, LLC | 35,348 | $359.8K | 0.71% | 00.0% | Unchanged |
| Channing Capital Management, LLC | 34,072 | $346.9K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 33,447 | $340.5K | 0.00% | +5,943+21.6% | Added |
| Riverwater Partners LLC | 32,860 | $334.5K | 0.30% | +19,326+142.8% | Added |
| JPMorgan Chase & Co | 29,123 | $296.5K | 0.00% | −4,549−13.5% | Reduced |
| Jane Street Group, LLC | 25,692 | $261.5K | 0.00% | +4,401+20.7% | Added |
| SMH Capital Advisors Inc | 23,796 | $242.0K | 0.56% | −1,045−4.2% | Reduced |
| D. E. Shaw & Co., Inc. | 23,481 | $239.0K | 0.00% | −30,217−56.3% | Reduced |
| Janus Henderson Group PLC | 22,821 | $232.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 22,816 | $232.3K | 0.00% | −18,180−44.3% | Reduced |
| STRS Ohio | 22,800 | $232.0K | 0.00% | −27,100−54.3% | Reduced |
| MetLife Investment Management | 22,750 | $231.6K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 21,551 | $219.4K | 0.00% | +21,551 | New |
| Allspring Global Investments Holdings, LLC | 21,527 | $219.1K | 0.00% | −13,493−38.5% | Reduced |
| American International Group, Inc. | 20,996 | $213.7K | 0.00% | +474+2.3% | Added |
| Harbor Capital Advisors, Inc. | 19,794 | $201.5K | 0.04% | −4,924−19.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,276 | $196.2K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 19,034 | $193.8K | 0.00% | +4,607+31.9% | Added |
| Mariner, LLC | 18,848 | $191.9K | 0.00% | −3,769−16.7% | Reduced |
| Voya Investment Management LLC | 18,679 | $190.2K | 0.00% | +912+5.1% | Added |
| Manufacturers Life Insurance Company, The | 18,316 | $186.5K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 16,136 | $164.3K | 0.01% | +4,430+37.8% | Added |
| Sawtooth Solutions, LLC | 16,136 | $164.3K | 0.01% | +4,474+38.4% | Added |
| Kennedy Capital Management, Inc. | 15,454 | $157.3K | 0.00% | +363+2.4% | Added |
| New York State Common Retirement Fund | 14,650 | $149.1K | 0.00% | +61+0.4% | Added |
| Oppenheimer Asset Management Inc. | 13,452 | $136.9K | 0.00% | +232+1.8% | Added |
| Two Sigma Investments, LP | 13,314 | $135.5K | 0.00% | +13,314 | New |
| XTX Topco Ltd | 12,578 | $128.0K | 0.02% | +12,578 | New |
| HSBC Holdings PLC | 12,449 | $127.0K | 0.00% | +12,449 | New |
| State Board of Administration of Florida Retirement System | 12,190 | $124.1K | 0.00% | +90+0.7% | Added |
| Aquatic Capital Management LLC | 11,500 | $117.0K | 0.00% | +7,200+167.4% | Added |
| Arizona State Retirement System | 11,322 | $115.3K | 0.00% | +20.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,826 | $89.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,413 | $85.6K | 0.00% | −9,373−52.7% | Reduced |
| State of Wyoming | 7,205 | $73.3K | 0.02% | +7,205 | New |
| Amalgamated Bank | 6,239 | $64.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,088 | $62.0K | 0.00% | +6,088 | New |
| Royal Bank of Canada | 5,268 | $54.0K | 0.00% | +2,621+99.0% | Added |
| Quarry LP | 3,799 | $38.7K | 0.03% | +1,948+105.2% | Added |
| New York State Teachers Retirement System | 3,685 | $38.0K | 0.00% | +398+12.1% | Added |
| Ameritas Investment Partners, Inc. | 3,494 | $35.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,622 | $26.7K | 0.01% | −58−2.2% | Reduced |
| Metropolitan Life Insurance Co | 2,373 | $24.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,517 | $15.4K | 0.00% | +258+20.5% | Added |
| Quadrant Capital Group LLC | 1,189 | $12.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 822 | $8.00K | 0.00% | +37+4.7% | Added |
| Comerica Bank | 294 | $2.99K | 0.00% | +294 | New |
| Parallel Advisors, LLC | 182 | $1.85K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 94 | $957 | 0.00% | 00.0% | Unchanged |