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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 10 | $118 | 0.00% | +10 | New |
| Advisor Group Holdings, Inc. | 26 | $317 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 34 | $418 | 0.00% | +34 | New |
| Farther Finance Advisors, LLC | 58 | $709 | 0.00% | +58 | New |
| Nisa Investment Advisors, LLC | 94 | $1.15K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 182 | $2.23K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 300 | $3.00K | 0.00% | −22,500−98.7% | Reduced |
| Comerica Bank | 259 | $3.17K | 0.00% | −35−11.9% | Reduced |
| CWM, LLC | 822 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,189 | $14.5K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,767 | $21.6K | 0.02% | +1,767 | New |
| Quarry LP | 2,181 | $26.7K | 0.01% | −1,618−42.6% | Reduced |
| Metropolitan Life Insurance Co | 2,373 | $29.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,600 | $44.0K | 0.00% | +3,600 | New |
| New York State Teachers Retirement System | 3,685 | $45.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,355 | $53.3K | 0.00% | +861+24.6% | Added |
| Amalgamated Bank | 5,863 | $72.0K | 0.00% | −376−6.0% | Reduced |
| Citigroup Inc | 5,964 | $72.9K | 0.00% | +5,871+6,312.9% | Added |
| Aquatic Capital Management LLC | 8,000 | $98.0K | 0.00% | −3,500−30.4% | Reduced |
| Price T Rowe Associates Inc | 10,553 | $130.0K | 0.00% | +10,553 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,681 | $130.6K | 0.00% | +1,855+21.0% | Added |
| Wells Fargo & Company | 10,909 | $133.4K | 0.00% | +2,496+29.7% | Added |
| SG Americas Securities, LLC | 11,189 | $137.0K | 0.00% | +11,189 | New |
| Arizona State Retirement System | 11,296 | $138.2K | 0.00% | −26−0.2% | Reduced |
| Royal Bank of Canada | 11,489 | $141.0K | 0.00% | +6,221+118.1% | Added |
| Tower Research Capital LLC (TRC) | 11,597 | $141.8K | 0.00% | +10,080+664.5% | Added |
| US Bancorp | 11,634 | $142.3K | 0.00% | +11,634 | New |
| Allspring Global Investments Holdings, LLC | 11,975 | $146.5K | 0.00% | −9,552−44.4% | Reduced |
| State Board of Administration of Florida Retirement System | 12,190 | $149.1K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 13,504 | $165.0K | 0.00% | +13,504 | New |
| Oppenheimer Asset Management Inc. | 13,892 | $169.9K | 0.00% | +440+3.3% | Added |
| Susquehanna International Group, LLP | 14,400 | $176.1K | 0.00% | +14,400 | New |
| New York State Common Retirement Fund | 14,669 | $179.4K | 0.00% | +19+0.1% | Added |
| HSBC Holdings PLC | 15,103 | $186.1K | 0.00% | +2,654+21.3% | Added |
| Manufacturers Life Insurance Company, The | 15,470 | $189.2K | 0.00% | −2,846−15.5% | Reduced |
| Kennedy Capital Management, Inc. | 15,728 | $192.4K | 0.00% | +274+1.8% | 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 |
| State of Wyoming | 17,597 | $215.2K | 0.04% | +10,392+144.2% | Added |
| Mariner, LLC | 18,175 | $222.3K | 0.00% | −673−3.6% | Reduced |
| Engineers Gate Manager LP | 18,426 | $225.3K | 0.01% | +18,426 | New |
| 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 |
| Voya Investment Management LLC | 18,642 | $228.0K | 0.00% | −37−0.2% | Reduced |
| Point72 Middle East FZE | 18,953 | $231.8K | 0.02% | +18,953 | New |
| Mirae Asset Global Investments Co., Ltd. | 19,276 | $235.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 20,911 | $255.7K | 0.00% | −85−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,000 | $269.1K | 0.00% | −255,125−92.1% | Reduced |
| Harbor Capital Advisors, Inc. | 22,268 | $272.3K | 0.05% | +2,474+12.5% | Added |
| Squarepoint Ops LLC | 22,381 | $273.7K | 0.00% | +22,381 | New |
| MetLife Investment Management | 22,750 | $278.2K | 0.00% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 23,562 | $288.2K | 0.62% | −234−1.0% | Reduced |
| Principal Financial Group Inc | 24,768 | $302.9K | 0.00% | +5,734+30.1% | Added |
| PEAK6 Investments LLC | 26,545 | $324.6K | 0.01% | +26,545 | New |
| Nebula Research & Development LLC | 28,318 | $346.3K | 0.10% | +28,318 | New |
| Y-Intercept (Hong Kong) Ltd | 28,921 | $353.7K | 0.03% | +28,921 | New |
| JPMorgan Chase & Co | 29,467 | $360.4K | 0.00% | +344+1.2% | Added |
| Quest Partners LLC | 29,759 | $364.0K | 0.08% | +29,759 | New |
| Jane Street Group, LLC | 31,302 | $382.8K | 0.00% | +5,610+21.8% | Added |
| Deutsche Bank AG | 32,754 | $400.6K | 0.00% | −693−2.1% | Reduced |
| Riverwater Partners LLC | 33,661 | $411.7K | 0.32% | +801+2.4% | Added |
| Janus Henderson Group PLC | 34,853 | $426.4K | 0.00% | +12,032+52.7% | Added |
| Union Square Park Capital Management, LLC | 35,348 | $432.3K | 0.78% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 36,629 | $448.0K | 0.01% | +36,629 | New |
| Legal & General Group Plc | 37,696 | $461.0K | 0.00% | −132−0.3% | Reduced |
| Credit Suisse AG | 38,608 | $472.2K | 0.00% | +1,919+5.2% | Added |
| Martingale Asset Management L P | 40,254 | $492.3K | 0.01% | +18,703+86.8% | Added |
| California State Teachers Retirement System | 42,888 | $524.5K | 0.00% | −1,526−3.4% | Reduced |
| Alliancebernstein L.P. | 45,660 | $558.4K | 0.00% | −190−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 46,139 | $564.3K | 0.00% | +22,658+96.5% | Added |
| Atalaya Capital Management LP | 54,796 | $569.6K | 0.82% | 00.0% | Unchanged |
| Trexquant Investment LP | 49,723 | $608.1K | 0.01% | +49,723 | New |
| Globeflex Capital L P | 50,861 | $622.0K | 0.06% | +50,861 | New |
| UBS Group AG | 54,628 | $668.1K | 0.00% | +31,812+139.4% | Added |
| Rhumbline Advisers | 55,953 | $684.3K | 0.00% | −227−0.4% | Reduced |
| Private Advisor Group, LLC | 72,728 | $889.5K | 0.01% | +1,763+2.5% | Added |
| Invesco Ltd. | 73,778 | $902.3K | 0.00% | −5,716−7.2% | Reduced |
| SEI Investments Co | 76,532 | $936.0K | 0.00% | +11,903+18.4% | Added |
| Algert Global LLC | 78,235 | $956.8K | 0.04% | −8,310−9.6% | Reduced |
| Swiss National Bank | 79,700 | $974.7K | 0.00% | −8,100−9.2% | Reduced |
| Brandywine Global Investment Management, LLC | 90,790 | $1.11M | 0.01% | −9,504−9.5% | Reduced |
| Millennium Management LLC | 97,970 | $1.20M | 0.00% | −35,205−26.4% | Reduced |
| Ameriprise Financial Inc | 101,133 | $1.24M | 0.00% | +18,013+21.7% | Added |
| Two Sigma Investments, LP | 102,258 | $1.25M | 0.00% | +88,944+668.0% | Added |
| CastleKnight Management LP | 103,200 | $1.26M | 0.20% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 104,277 | $1.28M | 0.02% | +104,277 | New |
| Charles Schwab Investment Management Inc | 116,905 | $1.43M | 0.00% | +151+0.1% | Added |
| Barclays PLC | 121,216 | $1.48M | 0.00% | +59,805+97.4% | Added |
| Bank of New York Mellon Corp | 135,539 | $1.66M | 0.00% | −36,696−21.3% | Reduced |
| Bank of America Corp | 148,303 | $1.81M | 0.00% | +37,085+33.3% | Added |
| Boston Partners | 153,877 | $1.88M | 0.00% | −191,460−55.4% | Reduced |
| Nantahala Capital Management, LLC | 155,709 | $1.90M | 0.19% | −102,564−39.7% | Reduced |
| Citadel Advisors LLC | 193,641 | $2.37M | 0.00% | +131,676+212.5% | Added |
| Renaissance Technologies LLC | 212,100 | $2.59M | 0.00% | +32,700+18.2% | Added |
| Morgan Stanley | 229,320 | $2.80M | 0.00% | +91,401+66.3% | Added |
| First Eagle Investment Management, LLC | 249,878 | $3.06M | 0.01% | +63,575+34.1% | Added |
| Ancora Advisors, LLC | 285,638 | $3.49M | 0.08% | −1,220−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 292,351 | $3.58M | 0.02% | −781−0.3% | Reduced |
| Prospera Financial Services Inc | 292,800 | $3.58M | 0.12% | −127,850−30.4% | Reduced |
| Dimensional Fund Advisors LP | 297,215 | $3.63M | 0.00% | +131,690+79.6% | Added |