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, Q1 2024
Institutional positions in Perella Weinberg Partners as of Mar 31, 2024. 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
- 146
- +25 vs. Q4 2023
- Shares held
- 43.2M
- +8.14M (+23.2%) vs. Q4 2023
- Total value
- $609.9M
- +$181.5M (+42.4%) vs. Q4 2023
- New holders
- 35
- 51 more added
- Sold out
- 10
- 45 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,460,241 | $105.4M | 0.01% | +1,022,855+15.9% | Added |
| BlackRock Inc. | 3,313,922 | $46.8M | 0.00% | −28,197−0.8% | Reduced |
| Vanguard Group Inc | 2,491,989 | $35.2M | 0.00% | +155,855+6.7% | Added |
| Azora Capital LP | 2,178,394 | $30.8M | 2.23% | +1,751,431+410.2% | Added |
| Schroder Investment Management Group | 2,069,013 | $29.2M | 0.03% | −91,708−4.2% | Reduced |
| Goldman Sachs Group Inc | 1,850,726 | $26.2M | 0.01% | +1,165,589+170.1% | Added |
| Adage Capital Partners GP, L.L.C. | 1,532,282 | $21.7M | 0.04% | −1,282,561−45.6% | Reduced |
| Wasatch Advisors Inc | 1,442,576 | $20.4M | 0.11% | +765,461+113.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,283,770 | $18.1M | 0.06% | −748,700−36.8% | Reduced |
| Basswood Capital Management, L.L.C. | 1,165,072 | $16.5M | 0.96% | +323,765+38.5% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 1,139,934 | $16.1M | 3.37% | +1,139,934 | New |
| Russell Investments Group, Ltd. | 1,114,240 | $15.7M | 0.02% | +166,168+17.5% | Added |
| GW&K Investment Management, LLC | 1,030,100 | $14.6M | 0.13% | +1,030,100 | New |
| State Street Corp | 977,722 | $13.8M | 0.00% | +111,135+12.8% | Added |
| Geode Capital Management, LLC | 948,163 | $13.4M | 0.00% | +24,101+2.6% | Added |
| Royce & Associates LP | 843,819 | $11.9M | 0.11% | +55,294+7.0% | Added |
| No Street GP LP | 750,000 | $10.6M | 0.93% | +750,000 | New |
| Ceredex Value Advisors LLC | 577,166 | $8.16M | 0.14% | −197,241−25.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 546,908 | $7.73M | 0.01% | +45,023+9.0% | Added |
| Nuveen Asset Management, LLC | 542,036 | $7.66M | 0.00% | −13,858−2.5% | Reduced |
| Boston Partners | 534,968 | $7.57M | 0.01% | +381,091+247.7% | Added |
| State of Wisconsin Investment Board | 524,055 | $7.40M | 0.02% | −51,250−8.9% | Reduced |
| Grandeur Peak Global Advisors, LLC | 521,712 | $7.37M | 0.59% | +15,839+3.1% | Added |
| Deprince Race & Zollo Inc | 466,961 | $6.60M | 0.14% | +58,539+14.3% | Added |
| Wellington Management Group LLP | 439,132 | $6.01M | 0.00% | −293,184−40.0% | Reduced |
| Northern Trust Corp | 392,432 | $5.55M | 0.00% | −17,072−4.2% | Reduced |
| JPMorgan Chase & Co | 367,065 | $5.19M | 0.00% | +337,598+1,145.7% | Added |
| Jacobs Levy Equity Management, Inc | 354,326 | $5.01M | 0.02% | +61,975+21.2% | Added |
| Dimensional Fund Advisors LP | 347,496 | $4.91M | 0.00% | +50,281+16.9% | Added |
| Renaissance Technologies LLC | 341,200 | $4.82M | 0.01% | +129,100+60.9% | Added |
| Franklin Resources Inc | 324,243 | $4.58M | 0.00% | +324,243 | New |
| First Eagle Investment Management, LLC | 283,178 | $4.00M | 0.01% | +33,300+13.3% | Added |
| Ancora Advisors, LLC | 280,909 | $3.97M | 0.09% | −4,729−1.7% | Reduced |
| Monashee Investment Management LLC | 252,066 | $3.56M | 0.42% | +252,066 | New |
| Morgan Stanley | 240,504 | $3.40M | 0.00% | +11,184+4.9% | Added |
| Bank of America Corp | 235,960 | $3.33M | 0.00% | +87,657+59.1% | Added |
| Barclays PLC | 227,273 | $3.21M | 0.00% | +106,057+87.5% | Added |
| Prospera Financial Services Inc | 226,300 | $3.20M | 0.10% | −66,500−22.7% | Reduced |
| Two Sigma Investments, LP | 205,534 | $2.90M | 0.01% | +103,276+101.0% | Added |
| Two Sigma Advisers, LP | 186,800 | $2.64M | 0.01% | +186,800 | New |
| Citadel Advisors LLC | 129,054 | $1.82M | 0.00% | −64,587−33.4% | Reduced |
| Algert Global LLC | 124,485 | $1.76M | 0.07% | +46,250+59.1% | Added |
| Bank of New York Mellon Corp | 120,072 | $1.70M | 0.00% | −15,467−11.4% | Reduced |
| Charles Schwab Investment Management Inc | 114,670 | $1.62M | 0.00% | −2,235−1.9% | Reduced |
| Nantahala Capital Management, LLC | 99,778 | $1.41M | 0.14% | −55,931−35.9% | Reduced |
| CastleKnight Management LP | 96,607 | $1.37M | 0.20% | −6,593−6.4% | Reduced |
| Cubist Systematic Strategies, LLC | 95,827 | $1.35M | 0.02% | −8,450−8.1% | Reduced |
| Interval Partners, LP | 92,637 | $1.31M | 0.05% | +92,637 | New |
| Janus Henderson Group PLC | 90,715 | $1.28M | 0.00% | +55,862+160.3% | Added |
| Swiss National Bank | 90,400 | $1.28M | 0.00% | +10,700+13.4% | Added |
| SEI Investments Co | 83,735 | $1.18M | 0.00% | +7,203+9.4% | Added |
| Callodine Capital Management, LP | 79,474 | $1.12M | 0.27% | +79,474 | New |
| Private Advisor Group, LLC | 72,754 | $1.03M | 0.01% | +260.0% | Added |
| ExodusPoint Capital Management, LP | 68,291 | $965.0K | 0.01% | +31,662+86.4% | Added |
| Ameriprise Financial Inc | 67,283 | $950.7K | 0.00% | −33,850−33.5% | Reduced |
| UBS Group AG | 67,122 | $948.4K | 0.00% | +12,494+22.9% | Added |
| Trexquant Investment LP | 66,799 | $943.9K | 0.02% | +17,076+34.3% | Added |
| Invesco Ltd. | 61,373 | $867.2K | 0.00% | −12,405−16.8% | Reduced |
| Millennium Management LLC | 57,770 | $816.3K | 0.00% | −40,200−41.0% | Reduced |
| Clayton Partners LLC | 56,503 | $798.4K | 0.68% | +56,503 | New |
| Rhumbline Advisers | 55,889 | $789.7K | 0.00% | −64−0.1% | Reduced |
| LPL Financial LLC | 55,425 | $783.2K | 0.00% | +55,425 | New |
| Jump Financial, LLC | 53,880 | $761.3K | 0.02% | +53,880 | New |
| HSBC Holdings PLC | 52,355 | $739.8K | 0.00% | +37,252+246.7% | Added |
| Nebula Research & Development LLC | 50,475 | $713.2K | 0.15% | +22,157+78.2% | Added |
| Ghisallo Capital Management LLC | 50,000 | $706.5K | 0.08% | +50,000 | New |
| Martingale Asset Management L P | 48,571 | $686.3K | 0.01% | +8,317+20.7% | Added |
| Globeflex Capital L P | 48,198 | $681.0K | 0.07% | −2,663−5.2% | Reduced |
| Atalaya Capital Management LP | 54,796 | $658.1K | 0.77% | 00.0% | Unchanged |
| California State Teachers Retirement System | 45,448 | $642.2K | 0.00% | +2,560+6.0% | Added |
| Squarepoint Ops LLC | 44,249 | $625.2K | 0.00% | +21,868+97.7% | Added |
| Alliancebernstein L.P. | 43,470 | $614.2K | 0.00% | −2,190−4.8% | Reduced |
| Credit Suisse AG | 38,608 | $545.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 37,583 | $531.0K | 0.00% | −113−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 36,700 | $518.6K | 0.00% | +14,700+66.8% | Added |
| Quest Partners LLC | 35,762 | $505.3K | 0.09% | +6,003+20.2% | Added |
| Union Square Park Capital Management, LLC | 35,348 | $499.5K | 0.94% | 00.0% | Unchanged |
| Riverwater Partners LLC | 33,165 | $468.6K | 0.34% | −496−1.5% | Reduced |
| XTX Topco Ltd | 29,645 | $418.9K | 0.06% | +29,645 | New |
| D. E. Shaw & Co., Inc. | 25,172 | $355.7K | 0.00% | −20,967−45.4% | Reduced |
| Deutsche Bank AG | 22,753 | $321.5K | 0.00% | −10,001−30.5% | Reduced |
| MetLife Investment Management | 22,750 | $321.5K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 22,502 | $318.0K | 0.01% | +3,930+21.2% | Added |
| Simplicity Wealth,LLC | 22,483 | $317.7K | 0.01% | +22,483 | New |
| Qube Research & Technologies Ltd | 22,088 | $312.1K | 0.00% | +22,088 | New |
| American International Group, Inc. | 20,734 | $293.0K | 0.00% | −177−0.8% | Reduced |
| Mariner, LLC | 17,942 | $253.5K | 0.00% | −233−1.3% | Reduced |
| Walleye Capital LLC | 17,792 | $251.4K | 0.00% | +17,792 | New |
| Dynamic Technology Lab Private Ltd | 17,699 | $250.0K | 0.03% | +17,699 | New |
| Kennedy Capital Management, Inc. | 16,310 | $230.5K | 0.00% | +582+3.7% | Added |
| New York State Common Retirement Fund | 15,805 | $223.3K | 0.00% | +1,136+7.7% | Added |
| Manufacturers Life Insurance Company, The | 15,470 | $218.6K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 15,379 | $217.3K | 0.00% | −3,263−17.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,212 | $214.9K | 0.00% | +3,237+27.0% | Added |
| Wells Fargo & Company | 14,543 | $205.5K | 0.00% | +3,634+33.3% | Added |
| Oppenheimer Asset Management Inc. | 14,172 | $200.3K | 0.00% | +280+2.0% | Added |
| Simplex Trading, LLC | 14,132 | $199.0K | 0.01% | +14,132 | New |
| Jane Street Group, LLC | 13,816 | $195.2K | 0.00% | −17,486−55.9% | Reduced |
| Sherbrooke Park Advisers LLC | 13,612 | $192.3K | 0.04% | +13,612 | New |
| Commerce Bank | 13,480 | $190.5K | 0.00% | +13,480 | New |