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.
Q4 2023 vs. Q3 2023
How the institutions holding Perella Weinberg Partners changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 102 | 123 | +21 |
| Shares | 34.2M | 35.4M | +1.15M (+3.4%) |
| Value | $348.4M | $432.5M | +$84.2M (+24.2%) |
New holders (25)
Institutions that held Perella Weinberg Partners at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (4)
Institutions that held Perella Weinberg Partners at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Channing Capital Management, LLC | 34,072 | $346.9K |
| XTX Topco Ltd | 12,578 | $128.0K |
| Quantbot Technologies LP | 6,088 | $62.0K |
| SOA Wealth Advisors, LLC. | 2,622 | $26.7K |