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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 11,189 | $137.0K | 0.00% | +11,189 | New |
| Wells Fargo & Company | 10,909 | $133.4K | 0.00% | +2,496+29.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,681 | $130.6K | 0.00% | +1,855+21.0% | Added |
| Price T Rowe Associates Inc | 10,553 | $130.0K | 0.00% | +10,553 | New |
| Aquatic Capital Management LLC | 8,000 | $98.0K | 0.00% | −3,500−30.4% | Reduced |
| Citigroup Inc | 5,964 | $72.9K | 0.00% | +5,871+6,312.9% | Added |
| Amalgamated Bank | 5,863 | $72.0K | 0.00% | −376−6.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,355 | $53.3K | 0.00% | +861+24.6% | Added |
| New York State Teachers Retirement System | 3,685 | $45.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,600 | $44.0K | 0.00% | +3,600 | New |
| Metropolitan Life Insurance Co | 2,373 | $29.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,181 | $26.7K | 0.01% | −1,618−42.6% | Reduced |
| EntryPoint Capital, LLC | 1,767 | $21.6K | 0.02% | +1,767 | New |
| Quadrant Capital Group LLC | 1,189 | $14.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 822 | $10.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 259 | $3.17K | 0.00% | −35−11.9% | Reduced |
| STRS Ohio | 300 | $3.00K | 0.00% | −22,500−98.7% | Reduced |
| Parallel Advisors, LLC | 182 | $2.23K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 94 | $1.15K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 58 | $709 | 0.00% | +58 | New |
| GWM Advisors LLC | 34 | $418 | 0.00% | +34 | New |
| Advisor Group Holdings, Inc. | 26 | $317 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 10 | $118 | 0.00% | +10 | New |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −34,072−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,578−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,088−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −2,622−100.0% | Sold out |