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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 26 | $264 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 93 | $947 | 0.00% | −13,620−99.3% | Reduced |
| Nisa Investment Advisors, LLC | 94 | $957 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 182 | $1.85K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 294 | $2.99K | 0.00% | +294 | New |
| CWM, LLC | 822 | $8.00K | 0.00% | +37+4.7% | Added |
| Quadrant Capital Group LLC | 1,189 | $12.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,517 | $15.4K | 0.00% | +258+20.5% | Added |
| Metropolitan Life Insurance Co | 2,373 | $24.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,622 | $26.7K | 0.01% | −58−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,494 | $35.6K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 3,685 | $38.0K | 0.00% | +398+12.1% | Added |
| Quarry LP | 3,799 | $38.7K | 0.03% | +1,948+105.2% | Added |
| Royal Bank of Canada | 5,268 | $54.0K | 0.00% | +2,621+99.0% | Added |
| Quantbot Technologies LP | 6,088 | $62.0K | 0.00% | +6,088 | New |
| Amalgamated Bank | 6,239 | $64.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 7,205 | $73.3K | 0.02% | +7,205 | New |
| Wells Fargo & Company | 8,413 | $85.6K | 0.00% | −9,373−52.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,826 | $89.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 11,322 | $115.3K | 0.00% | +20.0% | Added |
| Aquatic Capital Management LLC | 11,500 | $117.0K | 0.00% | +7,200+167.4% | Added |
| State Board of Administration of Florida Retirement System | 12,190 | $124.1K | 0.00% | +90+0.7% | Added |
| HSBC Holdings PLC | 12,449 | $127.0K | 0.00% | +12,449 | New |
| XTX Topco Ltd | 12,578 | $128.0K | 0.02% | +12,578 | New |
| Two Sigma Investments, LP | 13,314 | $135.5K | 0.00% | +13,314 | New |
| Oppenheimer Asset Management Inc. | 13,452 | $136.9K | 0.00% | +232+1.8% | Added |
| New York State Common Retirement Fund | 14,650 | $149.1K | 0.00% | +61+0.4% | Added |
| Kennedy Capital Management, Inc. | 15,454 | $157.3K | 0.00% | +363+2.4% | Added |
| 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 |
| Manufacturers Life Insurance Company, The | 18,316 | $186.5K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 18,679 | $190.2K | 0.00% | +912+5.1% | Added |
| Mariner, LLC | 18,848 | $191.9K | 0.00% | −3,769−16.7% | Reduced |
| Principal Financial Group Inc | 19,034 | $193.8K | 0.00% | +4,607+31.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,276 | $196.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 19,794 | $201.5K | 0.04% | −4,924−19.9% | Reduced |
| American International Group, Inc. | 20,996 | $213.7K | 0.00% | +474+2.3% | Added |
| Allspring Global Investments Holdings, LLC | 21,527 | $219.1K | 0.00% | −13,493−38.5% | Reduced |
| Martingale Asset Management L P | 21,551 | $219.4K | 0.00% | +21,551 | New |
| MetLife Investment Management | 22,750 | $231.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 22,800 | $232.0K | 0.00% | −27,100−54.3% | Reduced |
| UBS Group AG | 22,816 | $232.3K | 0.00% | −18,180−44.3% | Reduced |
| Janus Henderson Group PLC | 22,821 | $232.7K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 23,481 | $239.0K | 0.00% | −30,217−56.3% | Reduced |
| SMH Capital Advisors Inc | 23,796 | $242.0K | 0.56% | −1,045−4.2% | Reduced |
| Jane Street Group, LLC | 25,692 | $261.5K | 0.00% | +4,401+20.7% | Added |
| JPMorgan Chase & Co | 29,123 | $296.5K | 0.00% | −4,549−13.5% | Reduced |
| Riverwater Partners LLC | 32,860 | $334.5K | 0.30% | +19,326+142.8% | Added |
| Deutsche Bank AG | 33,447 | $340.5K | 0.00% | +5,943+21.6% | Added |
| Channing Capital Management, LLC | 34,072 | $346.9K | 0.01% | 00.0% | Unchanged |
| Union Square Park Capital Management, LLC | 35,348 | $359.8K | 0.71% | 00.0% | Unchanged |
| Credit Suisse AG | 36,689 | $373.5K | 0.00% | −16,106−30.5% | Reduced |
| Legal & General Group Plc | 37,828 | $385.1K | 0.00% | +11,303+42.6% | Added |
| California State Teachers Retirement System | 44,414 | $452.1K | 0.00% | −5,220−10.5% | Reduced |
| Alliancebernstein L.P. | 45,850 | $466.8K | 0.00% | −2,490−5.2% | Reduced |
| Atalaya Capital Management LP | 54,796 | $474.1K | 0.53% | 00.0% | Unchanged |
| Rhumbline Advisers | 56,180 | $571.9K | 0.00% | +143+0.3% | Added |
| Barclays PLC | 61,411 | $625.2K | 0.00% | +9,185+17.6% | Added |
| Citadel Advisors LLC | 61,965 | $630.8K | 0.00% | +52,835+578.7% | Added |
| SEI Investments Co | 64,629 | $657.9K | 0.00% | +8,100+14.3% | Added |
| Private Advisor Group, LLC | 70,965 | $722.4K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 79,494 | $809.3K | 0.00% | +12,565+18.8% | Added |
| Ameriprise Financial Inc | 83,120 | $846.2K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 86,545 | $881.0K | 0.04% | −99,800−53.6% | Reduced |
| Swiss National Bank | 87,800 | $893.8K | 0.00% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 100,294 | $1.02M | 0.01% | −1,596−1.6% | Reduced |
| CastleKnight Management LP | 103,200 | $1.05M | 0.18% | 00.0% | Unchanged |
| Bank of America Corp | 111,218 | $1.13M | 0.00% | +62,953+130.4% | Added |
| Charles Schwab Investment Management Inc | 116,754 | $1.19M | 0.00% | −394−0.3% | Reduced |
| Goldman Sachs Group Inc | 121,397 | $1.24M | 0.00% | +23,607+24.1% | Added |
| Millennium Management LLC | 133,175 | $1.36M | 0.00% | −175,567−56.9% | Reduced |
| Morgan Stanley | 137,919 | $1.40M | 0.00% | +2,736+2.0% | Added |
| Dimensional Fund Advisors LP | 165,525 | $1.69M | 0.00% | +132,334+398.7% | Added |
| Bank of New York Mellon Corp | 172,235 | $1.75M | 0.00% | +3,002+1.8% | Added |
| Renaissance Technologies LLC | 179,400 | $1.83M | 0.00% | +15,600+9.5% | Added |
| First Eagle Investment Management, LLC | 186,303 | $1.90M | 0.00% | +186,303 | New |
| Nantahala Capital Management, LLC | 258,273 | $2.63M | 0.33% | 00.0% | Unchanged |
| Azora Capital LP | 274,693 | $2.80M | 0.31% | +274,693 | New |
| Schonfeld Strategic Advisors LLC | 277,125 | $2.82M | 0.03% | −522,817−65.4% | Reduced |
| Ancora Advisors, LLC | 286,858 | $2.92M | 0.08% | −5,580−1.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 293,132 | $2.98M | 0.02% | +19,939+7.3% | Added |
| Boston Partners | 345,337 | $3.52M | 0.00% | +42,400+14.0% | Added |
| Northern Trust Corp | 385,530 | $3.92M | 0.00% | +5,216+1.4% | Added |
| Grandeur Peak Global Advisors, LLC | 410,778 | $4.18M | 0.31% | +112,505+37.7% | Added |
| Prospera Financial Services Inc | 420,650 | $4.28M | 0.17% | −76,500−15.4% | Reduced |
| State of Wisconsin Investment Board | 497,139 | $5.06M | 0.02% | −29,340−5.6% | Reduced |
| Nuveen Asset Management, LLC | 510,230 | $5.19M | 0.00% | −71,314−12.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 530,579 | $5.40M | 0.01% | +316,531+147.9% | Added |
| Deprince Race & Zollo Inc | 703,351 | $7.16M | 0.17% | −228,872−24.6% | Reduced |
| Basswood Capital Management, L.L.C. | 710,625 | $7.23M | 0.55% | +710,625 | New |
| Royce & Associates LP | 745,412 | $7.59M | 0.08% | +367,462+97.2% | Added |
| Ceredex Value Advisors LLC | 804,900 | $8.19M | 0.14% | −67,200−7.7% | Reduced |
| State Street Corp | 830,248 | $8.45M | 0.00% | +55,095+7.1% | Added |
| Geode Capital Management, LLC | 867,432 | $8.83M | 0.00% | +27,128+3.2% | Added |
| Russell Investments Group, Ltd. | 1,522,178 | $15.5M | 0.03% | +15,345+1.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 2,055,880 | $20.9M | 0.08% | +123,540+6.4% | Added |
| Wellington Management Group LLP | 2,113,638 | $21.4M | 0.00% | −702,142−24.9% | Reduced |
| Vanguard Group Inc | 2,280,188 | $23.2M | 0.00% | −49,275−2.1% | Reduced |
| Schroder Investment Management Group | 2,294,531 | $23.4M | 0.03% | +9,366+0.4% | Added |
| Adage Capital Partners GP, L.L.C. | 2,818,614 | $28.7M | 0.07% | +61,333+2.2% | Added |