Perella Weinberg Partners

PWP

Exchange: Nasdaq
Industry: Finance Services
SEC CIK: 0001777835

SEC filings (opens in a new tab)

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.

Q1 2024 vs. Q4 2023

How the institutions holding Perella Weinberg Partners changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of PWP: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	123	2	146	+25
Shares	35.4M	336.8K	43.2M	+8.14M (+23.2%)
Value	$432.5M	$4.12M	$609.9M	+$181.5M (+42.4%)

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Perella Weinberg Partners at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to PWP in Q1 2024
Institution	Shares	Value	% of portfolio
Philadelphia Financial Management of San Francisco, LLC	1,139,934	$16.1M	3.37%
GW&K Investment Management, LLC	1,030,100	$14.6M	0.13%
No Street GP LP	750,000	$10.6M	0.93%
Franklin Resources Inc	324,243	$4.58M	0.00%
Monashee Investment Management LLC	252,066	$3.56M	0.42%
Two Sigma Advisers, LP	186,800	$2.64M	0.01%
Interval Partners, LP	92,637	$1.31M	0.05%
Callodine Capital Management, LP	79,474	$1.12M	0.27%
Clayton Partners LLC	56,503	$798.4K	0.68%
LPL Financial LLC	55,425	$783.2K	0.00%
Jump Financial, LLC	53,880	$761.3K	0.02%
Ghisallo Capital Management LLC	50,000	$706.5K	0.08%
XTX Topco Ltd	29,645	$418.9K	0.06%
Simplicity Wealth,LLC	22,483	$317.7K	0.01%
Qube Research & Technologies Ltd	22,088	$312.1K	0.00%
Walleye Capital LLC	17,792	$251.4K	0.00%
Dynamic Technology Lab Private Ltd	17,699	$250.0K	0.03%
Simplex Trading, LLC	14,132	$199.0K	0.01%
Sherbrooke Park Advisers LLC	13,612	$192.3K	0.04%
Commerce Bank	13,480	$190.5K	0.00%
Wolverine Trading, LLC	12,579	$177.7K	0.00%
Centiva Capital, LP	12,091	$170.8K	0.01%
Envestnet Asset Management Inc	11,097	$156.8K	0.00%
HRT Financial LP	11,104	$156.0K	0.00%
Versor Investments LP	10,800	$152.6K	0.03%
The PNC Financial Services Group, Inc.	6,613	$93.4K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	2,815	$39.8K	0.01%
Assetmark, Inc	1,410	$19.9K	0.00%
Group One Trading, L.P.	880	$12.4K	0.00%
Quantbot Technologies LP	730	$10.3K	0.00%
First Horizon Advisors, Inc.	415	$5.86K	0.00%
Park Place Capital Corp	195	$2.75K	0.00%
SRS Capital Advisors, Inc.	35	$494	0.00%
Rothschild Investment LLC	10	$141	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	9	$127	0.00%

Sold out (10)

Institutions that held Perella Weinberg Partners at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of PWP in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Brandywine Global Investment Management, LLC	90,790	$1.11M
Y-Intercept (Hong Kong) Ltd	28,921	$353.7K
PEAK6 Investments LLC	26,545	$324.6K
Principal Financial Group Inc	24,768	$302.9K
SMH Capital Advisors Inc	23,562	$288.2K
Point72 Middle East FZE	18,953	$231.8K
Susquehanna International Group, LLP	14,400	$176.1K
State Board of Administration of Florida Retirement System	12,190	$149.1K
SG Americas Securities, LLC	11,189	$137.0K
Allworth Financial LP	3,600	$44.0K

Not filed for Q1 2024 yet (2)

Institutions that held Perella Weinberg Partners at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PWP in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Putnam Investments LLC	318,237	$3.89M
Sawtooth Solutions, LLC	18,572	$227.1K