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, Q4 2023
Institutional positions in Perella Weinberg Partners as of Dec 31, 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
- 123
- +21 vs. Q3 2023
- Shares held
- 35.4M
- +1.15M (+3.4%) vs. Q3 2023
- Total value
- $432.5M
- +$84.2M (+24.2%) vs. Q3 2023
- New holders
- 25
- 48 more added
- Sold out
- 4
- 37 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 6,437,386 | $78.7M | 0.01% | +657,127+11.4% | Added |
| BlackRock Inc. | 3,342,119 | $40.9M | 0.00% | +236,133+7.6% | Added |
| Adage Capital Partners GP, L.L.C. | 2,814,843 | $34.4M | 0.07% | −3,771−0.1% | Reduced |
| Vanguard Group Inc | 2,336,134 | $28.6M | 0.00% | +55,946+2.5% | Added |
| Schroder Investment Management Group | 2,160,721 | $26.4M | 0.03% | −133,810−5.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 2,032,470 | $24.9M | 0.09% | −23,410−1.1% | Reduced |
| Russell Investments Group, Ltd. | 948,072 | $11.6M | 0.02% | −574,106−37.7% | Reduced |
| Geode Capital Management, LLC | 924,062 | $11.3M | 0.00% | +56,630+6.5% | Added |
| State Street Corp | 866,587 | $10.6M | 0.00% | +36,339+4.4% | Added |
| Basswood Capital Management, L.L.C. | 841,307 | $10.3M | 0.67% | +130,682+18.4% | Added |
| Royce & Associates LP | 788,525 | $9.64M | 0.09% | +43,113+5.8% | Added |
| Ceredex Value Advisors LLC | 774,407 | $9.47M | 0.16% | −30,493−3.8% | Reduced |
| Wellington Management Group LLP | 732,316 | $8.79M | 0.00% | −1,381,322−65.4% | Reduced |
| Goldman Sachs Group Inc | 685,137 | $8.38M | 0.00% | +563,740+464.4% | Added |
| Wasatch Advisors Inc | 677,115 | $8.28M | 0.05% | +677,115 | New |
| State of Wisconsin Investment Board | 575,305 | $7.04M | 0.02% | +78,166+15.7% | Added |
| Nuveen Asset Management, LLC | 555,894 | $6.80M | 0.00% | +45,664+8.9% | Added |
| Grandeur Peak Global Advisors, LLC | 505,873 | $6.19M | 0.44% | +95,095+23.1% | Added |
| Arrowstreet Capital, Limited Partnership | 501,885 | $6.14M | 0.01% | −28,694−5.4% | Reduced |
| Azora Capital LP | 426,963 | $5.22M | 0.47% | +152,270+55.4% | Added |
| Northern Trust Corp | 409,504 | $5.01M | 0.00% | +23,974+6.2% | Added |
| Deprince Race & Zollo Inc | 408,422 | $5.00M | 0.11% | −294,929−41.9% | Reduced |
| Putnam Investments LLC | 318,237 | $3.89M | 0.01% | +318,237 | New |
| Dimensional Fund Advisors LP | 297,215 | $3.63M | 0.00% | +131,690+79.6% | Added |
| Prospera Financial Services Inc | 292,800 | $3.58M | 0.12% | −127,850−30.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 292,351 | $3.58M | 0.02% | −781−0.3% | Reduced |
| Ancora Advisors, LLC | 285,638 | $3.49M | 0.08% | −1,220−0.4% | Reduced |
| First Eagle Investment Management, LLC | 249,878 | $3.06M | 0.01% | +63,575+34.1% | Added |
| Morgan Stanley | 229,320 | $2.80M | 0.00% | +91,401+66.3% | Added |
| Renaissance Technologies LLC | 212,100 | $2.59M | 0.00% | +32,700+18.2% | Added |
| Citadel Advisors LLC | 193,641 | $2.37M | 0.00% | +131,676+212.5% | Added |
| Nantahala Capital Management, LLC | 155,709 | $1.90M | 0.19% | −102,564−39.7% | Reduced |
| Boston Partners | 153,877 | $1.88M | 0.00% | −191,460−55.4% | Reduced |
| Bank of America Corp | 148,303 | $1.81M | 0.00% | +37,085+33.3% | Added |
| Bank of New York Mellon Corp | 135,539 | $1.66M | 0.00% | −36,696−21.3% | Reduced |
| Barclays PLC | 121,216 | $1.48M | 0.00% | +59,805+97.4% | Added |
| Charles Schwab Investment Management Inc | 116,905 | $1.43M | 0.00% | +151+0.1% | Added |
| Cubist Systematic Strategies, LLC | 104,277 | $1.28M | 0.02% | +104,277 | New |
| CastleKnight Management LP | 103,200 | $1.26M | 0.20% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 102,258 | $1.25M | 0.00% | +88,944+668.0% | Added |
| Ameriprise Financial Inc | 101,133 | $1.24M | 0.00% | +18,013+21.7% | Added |
| Millennium Management LLC | 97,970 | $1.20M | 0.00% | −35,205−26.4% | Reduced |
| Brandywine Global Investment Management, LLC | 90,790 | $1.11M | 0.01% | −9,504−9.5% | Reduced |
| Swiss National Bank | 79,700 | $974.7K | 0.00% | −8,100−9.2% | Reduced |
| Algert Global LLC | 78,235 | $956.8K | 0.04% | −8,310−9.6% | Reduced |
| SEI Investments Co | 76,532 | $936.0K | 0.00% | +11,903+18.4% | Added |
| Invesco Ltd. | 73,778 | $902.3K | 0.00% | −5,716−7.2% | Reduced |
| Private Advisor Group, LLC | 72,728 | $889.5K | 0.01% | +1,763+2.5% | Added |
| Rhumbline Advisers | 55,953 | $684.3K | 0.00% | −227−0.4% | Reduced |
| UBS Group AG | 54,628 | $668.1K | 0.00% | +31,812+139.4% | Added |
| Globeflex Capital L P | 50,861 | $622.0K | 0.06% | +50,861 | New |
| Trexquant Investment LP | 49,723 | $608.1K | 0.01% | +49,723 | New |
| Atalaya Capital Management LP | 54,796 | $569.6K | 0.82% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 46,139 | $564.3K | 0.00% | +22,658+96.5% | Added |
| Alliancebernstein L.P. | 45,660 | $558.4K | 0.00% | −190−0.4% | Reduced |
| California State Teachers Retirement System | 42,888 | $524.5K | 0.00% | −1,526−3.4% | Reduced |
| Martingale Asset Management L P | 40,254 | $492.3K | 0.01% | +18,703+86.8% | Added |
| Credit Suisse AG | 38,608 | $472.2K | 0.00% | +1,919+5.2% | Added |
| Legal & General Group Plc | 37,696 | $461.0K | 0.00% | −132−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 36,629 | $448.0K | 0.01% | +36,629 | New |
| Union Square Park Capital Management, LLC | 35,348 | $432.3K | 0.78% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 34,853 | $426.4K | 0.00% | +12,032+52.7% | Added |
| Riverwater Partners LLC | 33,661 | $411.7K | 0.32% | +801+2.4% | Added |
| Deutsche Bank AG | 32,754 | $400.6K | 0.00% | −693−2.1% | Reduced |
| Jane Street Group, LLC | 31,302 | $382.8K | 0.00% | +5,610+21.8% | Added |
| Quest Partners LLC | 29,759 | $364.0K | 0.08% | +29,759 | New |
| JPMorgan Chase & Co | 29,467 | $360.4K | 0.00% | +344+1.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 28,921 | $353.7K | 0.03% | +28,921 | New |
| Nebula Research & Development LLC | 28,318 | $346.3K | 0.10% | +28,318 | New |
| PEAK6 Investments LLC | 26,545 | $324.6K | 0.01% | +26,545 | New |
| Principal Financial Group Inc | 24,768 | $302.9K | 0.00% | +5,734+30.1% | Added |
| SMH Capital Advisors Inc | 23,562 | $288.2K | 0.62% | −234−1.0% | Reduced |
| MetLife Investment Management | 22,750 | $278.2K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 22,381 | $273.7K | 0.00% | +22,381 | New |
| Harbor Capital Advisors, Inc. | 22,268 | $272.3K | 0.05% | +2,474+12.5% | Added |
| Schonfeld Strategic Advisors LLC | 22,000 | $269.1K | 0.00% | −255,125−92.1% | Reduced |
| American International Group, Inc. | 20,911 | $255.7K | 0.00% | −85−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,276 | $235.7K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 18,953 | $231.8K | 0.02% | +18,953 | New |
| Voya Investment Management LLC | 18,642 | $228.0K | 0.00% | −37−0.2% | Reduced |
| Sawtooth Solutions, LLC | 18,572 | $227.1K | 0.01% | +2,436+15.1% | Added |
| Bleakley Financial Group, LLC | 18,572 | $227.1K | 0.01% | +2,436+15.1% | Added |
| Engineers Gate Manager LP | 18,426 | $225.3K | 0.01% | +18,426 | New |
| Mariner, LLC | 18,175 | $222.3K | 0.00% | −673−3.6% | Reduced |
| State of Wyoming | 17,597 | $215.2K | 0.04% | +10,392+144.2% | Added |
| Prelude Capital Management, LLC | 15,932 | $194.8K | 0.02% | +15,932 | New |
| Keebeck Alpha, LP | 15,932 | $194.8K | 0.15% | +15,932 | New |
| Kennedy Capital Management, Inc. | 15,728 | $192.4K | 0.00% | +274+1.8% | Added |
| Manufacturers Life Insurance Company, The | 15,470 | $189.2K | 0.00% | −2,846−15.5% | Reduced |
| HSBC Holdings PLC | 15,103 | $186.1K | 0.00% | +2,654+21.3% | Added |
| New York State Common Retirement Fund | 14,669 | $179.4K | 0.00% | +19+0.1% | Added |
| Susquehanna International Group, LLP | 14,400 | $176.1K | 0.00% | +14,400 | New |
| Oppenheimer Asset Management Inc. | 13,892 | $169.9K | 0.00% | +440+3.3% | Added |
| Quadrature Capital Ltd | 13,504 | $165.0K | 0.00% | +13,504 | New |
| State Board of Administration of Florida Retirement System | 12,190 | $149.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 11,975 | $146.5K | 0.00% | −9,552−44.4% | Reduced |
| US Bancorp | 11,634 | $142.3K | 0.00% | +11,634 | New |
| Tower Research Capital LLC (TRC) | 11,597 | $141.8K | 0.00% | +10,080+664.5% | Added |
| Royal Bank of Canada | 11,489 | $141.0K | 0.00% | +6,221+118.1% | Added |
| Arizona State Retirement System | 11,296 | $138.2K | 0.00% | −26−0.2% | Reduced |