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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $127 | 0.00% | +9 | New |
| GAMMA Investing LLC | 10 | $141 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $141 | 0.00% | +10 | New |
| Farther Finance Advisors, LLC | 23 | $327 | 0.00% | −35−60.3% | Reduced |
| GWM Advisors LLC | 34 | $486 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 35 | $494 | 0.00% | +35 | New |
| Nisa Investment Advisors, LLC | 94 | $1.33K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 182 | $2.57K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 195 | $2.75K | 0.00% | +195 | New |
| STRS Ohio | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 292 | $4.12K | 0.00% | +33+12.7% | Added |
| First Horizon Advisors, Inc. | 415 | $5.86K | 0.00% | +415 | New |
| Tower Research Capital LLC (TRC) | 585 | $8.27K | 0.00% | −11,012−95.0% | Reduced |
| Advisor Group Holdings, Inc. | 716 | $10.1K | 0.00% | +690+2,653.8% | Added |
| Quantbot Technologies LP | 730 | $10.3K | 0.00% | +730 | New |
| EntryPoint Capital, LLC | 785 | $11.1K | 0.01% | −982−55.6% | Reduced |
| CWM, LLC | 830 | $12.0K | 0.00% | +8+1.0% | Added |
| Group One Trading, L.P. | 880 | $12.4K | 0.00% | +880 | New |
| Quadrant Capital Group LLC | 1,189 | $16.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,264 | $18.0K | 0.00% | −4,599−78.4% | Reduced |
| Aquatic Capital Management LLC | 1,400 | $19.8K | 0.00% | −6,600−82.5% | Reduced |
| Assetmark, Inc | 1,410 | $19.9K | 0.00% | +1,410 | New |
| Royal Bank of Canada | 2,309 | $33.0K | 0.00% | −9,180−79.9% | Reduced |
| Metropolitan Life Insurance Co | 2,373 | $33.5K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,815 | $39.8K | 0.01% | +2,815 | New |
| Quarry LP | 2,928 | $41.4K | 0.02% | +747+34.3% | Added |
| New York State Teachers Retirement System | 3,807 | $54.0K | 0.00% | +122+3.3% | Added |
| Ameritas Investment Partners, Inc. | 4,355 | $61.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,384 | $61.9K | 0.00% | −6,297−59.0% | Reduced |
| The PNC Financial Services Group, Inc. | 6,613 | $93.4K | 0.00% | +6,613 | New |
| State of Wyoming | 6,629 | $93.7K | 0.02% | −10,968−62.3% | Reduced |
| Harbor Capital Advisors, Inc. | 7,781 | $110.0K | 0.01% | −14,487−65.1% | Reduced |
| Citigroup Inc | 9,102 | $128.6K | 0.00% | +3,138+52.6% | Added |
| Engineers Gate Manager LP | 10,398 | $146.9K | 0.00% | −8,028−43.6% | Reduced |
| US Bancorp | 10,682 | $150.9K | 0.00% | −952−8.2% | Reduced |
| Versor Investments LP | 10,800 | $152.6K | 0.03% | +10,800 | New |
| HRT Financial LP | 11,104 | $156.0K | 0.00% | +11,104 | New |
| Envestnet Asset Management Inc | 11,097 | $156.8K | 0.00% | +11,097 | New |
| Quadrature Capital Ltd | 11,145 | $157.4K | 0.00% | −2,359−17.5% | Reduced |
| Arizona State Retirement System | 11,296 | $159.6K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 12,091 | $170.8K | 0.01% | +12,091 | New |
| Prelude Capital Management, LLC | 12,282 | $173.5K | 0.01% | −3,650−22.9% | Reduced |
| Price T Rowe Associates Inc | 12,306 | $174.0K | 0.00% | +1,753+16.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,276 | $176.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,579 | $177.7K | 0.00% | +12,579 | New |
| Keebeck Alpha, LP | 12,794 | $180.8K | 0.12% | −3,138−19.7% | Reduced |
| Commerce Bank | 13,480 | $190.5K | 0.00% | +13,480 | New |
| Sherbrooke Park Advisers LLC | 13,612 | $192.3K | 0.04% | +13,612 | New |
| Jane Street Group, LLC | 13,816 | $195.2K | 0.00% | −17,486−55.9% | Reduced |
| Simplex Trading, LLC | 14,132 | $199.0K | 0.01% | +14,132 | New |
| Oppenheimer Asset Management Inc. | 14,172 | $200.3K | 0.00% | +280+2.0% | Added |
| Wells Fargo & Company | 14,543 | $205.5K | 0.00% | +3,634+33.3% | Added |
| Allspring Global Investments Holdings, LLC | 15,212 | $214.9K | 0.00% | +3,237+27.0% | Added |
| Voya Investment Management LLC | 15,379 | $217.3K | 0.00% | −3,263−17.5% | Reduced |
| Manufacturers Life Insurance Company, The | 15,470 | $218.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 15,805 | $223.3K | 0.00% | +1,136+7.7% | Added |
| Kennedy Capital Management, Inc. | 16,310 | $230.5K | 0.00% | +582+3.7% | Added |
| Dynamic Technology Lab Private Ltd | 17,699 | $250.0K | 0.03% | +17,699 | New |
| Walleye Capital LLC | 17,792 | $251.4K | 0.00% | +17,792 | New |
| Mariner, LLC | 17,942 | $253.5K | 0.00% | −233−1.3% | Reduced |
| American International Group, Inc. | 20,734 | $293.0K | 0.00% | −177−0.8% | Reduced |
| Qube Research & Technologies Ltd | 22,088 | $312.1K | 0.00% | +22,088 | New |
| Simplicity Wealth,LLC | 22,483 | $317.7K | 0.01% | +22,483 | New |
| Bleakley Financial Group, LLC | 22,502 | $318.0K | 0.01% | +3,930+21.2% | Added |
| MetLife Investment Management | 22,750 | $321.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 22,753 | $321.5K | 0.00% | −10,001−30.5% | Reduced |
| D. E. Shaw & Co., Inc. | 25,172 | $355.7K | 0.00% | −20,967−45.4% | Reduced |
| XTX Topco Ltd | 29,645 | $418.9K | 0.06% | +29,645 | New |
| Riverwater Partners LLC | 33,165 | $468.6K | 0.34% | −496−1.5% | Reduced |
| Union Square Park Capital Management, LLC | 35,348 | $499.5K | 0.94% | 00.0% | Unchanged |
| Quest Partners LLC | 35,762 | $505.3K | 0.09% | +6,003+20.2% | Added |
| Schonfeld Strategic Advisors LLC | 36,700 | $518.6K | 0.00% | +14,700+66.8% | Added |
| Legal & General Group Plc | 37,583 | $531.0K | 0.00% | −113−0.3% | Reduced |
| Credit Suisse AG | 38,608 | $545.5K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 43,470 | $614.2K | 0.00% | −2,190−4.8% | Reduced |
| Squarepoint Ops LLC | 44,249 | $625.2K | 0.00% | +21,868+97.7% | Added |
| California State Teachers Retirement System | 45,448 | $642.2K | 0.00% | +2,560+6.0% | Added |
| Atalaya Capital Management LP | 54,796 | $658.1K | 0.77% | 00.0% | Unchanged |
| Globeflex Capital L P | 48,198 | $681.0K | 0.07% | −2,663−5.2% | Reduced |
| Martingale Asset Management L P | 48,571 | $686.3K | 0.01% | +8,317+20.7% | Added |
| Ghisallo Capital Management LLC | 50,000 | $706.5K | 0.08% | +50,000 | New |
| Nebula Research & Development LLC | 50,475 | $713.2K | 0.15% | +22,157+78.2% | Added |
| HSBC Holdings PLC | 52,355 | $739.8K | 0.00% | +37,252+246.7% | Added |
| Jump Financial, LLC | 53,880 | $761.3K | 0.02% | +53,880 | New |
| LPL Financial LLC | 55,425 | $783.2K | 0.00% | +55,425 | New |
| Rhumbline Advisers | 55,889 | $789.7K | 0.00% | −64−0.1% | Reduced |
| Clayton Partners LLC | 56,503 | $798.4K | 0.68% | +56,503 | New |
| Millennium Management LLC | 57,770 | $816.3K | 0.00% | −40,200−41.0% | Reduced |
| Invesco Ltd. | 61,373 | $867.2K | 0.00% | −12,405−16.8% | Reduced |
| Trexquant Investment LP | 66,799 | $943.9K | 0.02% | +17,076+34.3% | Added |
| UBS Group AG | 67,122 | $948.4K | 0.00% | +12,494+22.9% | Added |
| Ameriprise Financial Inc | 67,283 | $950.7K | 0.00% | −33,850−33.5% | Reduced |
| ExodusPoint Capital Management, LP | 68,291 | $965.0K | 0.01% | +31,662+86.4% | Added |
| Private Advisor Group, LLC | 72,754 | $1.03M | 0.01% | +260.0% | Added |
| Callodine Capital Management, LP | 79,474 | $1.12M | 0.27% | +79,474 | New |
| SEI Investments Co | 83,735 | $1.18M | 0.00% | +7,203+9.4% | Added |
| Swiss National Bank | 90,400 | $1.28M | 0.00% | +10,700+13.4% | Added |
| Janus Henderson Group PLC | 90,715 | $1.28M | 0.00% | +55,862+160.3% | Added |
| Interval Partners, LP | 92,637 | $1.31M | 0.05% | +92,637 | New |
| Cubist Systematic Strategies, LLC | 95,827 | $1.35M | 0.02% | −8,450−8.1% | Reduced |