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 |
|---|---|---|---|---|---|
| CastleKnight Management LP | 96,607 | $1.37M | 0.20% | −6,593−6.4% | Reduced |
| Nantahala Capital Management, LLC | 99,778 | $1.41M | 0.14% | −55,931−35.9% | Reduced |
| Charles Schwab Investment Management Inc | 114,670 | $1.62M | 0.00% | −2,235−1.9% | Reduced |
| Bank of New York Mellon Corp | 120,072 | $1.70M | 0.00% | −15,467−11.4% | Reduced |
| Algert Global LLC | 124,485 | $1.76M | 0.07% | +46,250+59.1% | Added |
| Citadel Advisors LLC | 129,054 | $1.82M | 0.00% | −64,587−33.4% | Reduced |
| Two Sigma Advisers, LP | 186,800 | $2.64M | 0.01% | +186,800 | New |
| Two Sigma Investments, LP | 205,534 | $2.90M | 0.01% | +103,276+101.0% | Added |
| Prospera Financial Services Inc | 226,300 | $3.20M | 0.10% | −66,500−22.7% | Reduced |
| Barclays PLC | 227,273 | $3.21M | 0.00% | +106,057+87.5% | Added |
| Bank of America Corp | 235,960 | $3.33M | 0.00% | +87,657+59.1% | Added |
| Morgan Stanley | 240,504 | $3.40M | 0.00% | +11,184+4.9% | Added |
| Monashee Investment Management LLC | 252,066 | $3.56M | 0.42% | +252,066 | New |
| Ancora Advisors, LLC | 280,909 | $3.97M | 0.09% | −4,729−1.7% | Reduced |
| First Eagle Investment Management, LLC | 283,178 | $4.00M | 0.01% | +33,300+13.3% | Added |
| Franklin Resources Inc | 324,243 | $4.58M | 0.00% | +324,243 | New |
| Renaissance Technologies LLC | 341,200 | $4.82M | 0.01% | +129,100+60.9% | Added |
| Dimensional Fund Advisors LP | 347,496 | $4.91M | 0.00% | +50,281+16.9% | Added |
| Jacobs Levy Equity Management, Inc | 354,326 | $5.01M | 0.02% | +61,975+21.2% | Added |
| JPMorgan Chase & Co | 367,065 | $5.19M | 0.00% | +337,598+1,145.7% | Added |
| Northern Trust Corp | 392,432 | $5.55M | 0.00% | −17,072−4.2% | Reduced |
| Wellington Management Group LLP | 439,132 | $6.01M | 0.00% | −293,184−40.0% | Reduced |
| Deprince Race & Zollo Inc | 466,961 | $6.60M | 0.14% | +58,539+14.3% | Added |
| Grandeur Peak Global Advisors, LLC | 521,712 | $7.37M | 0.59% | +15,839+3.1% | Added |
| State of Wisconsin Investment Board | 524,055 | $7.40M | 0.02% | −51,250−8.9% | Reduced |
| Boston Partners | 534,968 | $7.57M | 0.01% | +381,091+247.7% | Added |
| Nuveen Asset Management, LLC | 542,036 | $7.66M | 0.00% | −13,858−2.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 546,908 | $7.73M | 0.01% | +45,023+9.0% | Added |
| Ceredex Value Advisors LLC | 577,166 | $8.16M | 0.14% | −197,241−25.5% | Reduced |
| No Street GP LP | 750,000 | $10.6M | 0.93% | +750,000 | New |
| Royce & Associates LP | 843,819 | $11.9M | 0.11% | +55,294+7.0% | Added |
| Geode Capital Management, LLC | 948,163 | $13.4M | 0.00% | +24,101+2.6% | Added |
| State Street Corp | 977,722 | $13.8M | 0.00% | +111,135+12.8% | Added |
| GW&K Investment Management, LLC | 1,030,100 | $14.6M | 0.13% | +1,030,100 | New |
| Russell Investments Group, Ltd. | 1,114,240 | $15.7M | 0.02% | +166,168+17.5% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 1,139,934 | $16.1M | 3.37% | +1,139,934 | New |
| Basswood Capital Management, L.L.C. | 1,165,072 | $16.5M | 0.96% | +323,765+38.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,283,770 | $18.1M | 0.06% | −748,700−36.8% | Reduced |
| Wasatch Advisors Inc | 1,442,576 | $20.4M | 0.11% | +765,461+113.0% | Added |
| Adage Capital Partners GP, L.L.C. | 1,532,282 | $21.7M | 0.04% | −1,282,561−45.6% | Reduced |
| Goldman Sachs Group Inc | 1,850,726 | $26.2M | 0.01% | +1,165,589+170.1% | Added |
| Schroder Investment Management Group | 2,069,013 | $29.2M | 0.03% | −91,708−4.2% | Reduced |
| Azora Capital LP | 2,178,394 | $30.8M | 2.23% | +1,751,431+410.2% | Added |
| Vanguard Group Inc | 2,491,989 | $35.2M | 0.00% | +155,855+6.7% | Added |
| BlackRock Inc. | 3,313,922 | $46.8M | 0.00% | −28,197−0.8% | Reduced |
| FMR LLC | 7,460,241 | $105.4M | 0.01% | +1,022,855+15.9% | Added |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −90,790−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −28,921−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −26,545−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −24,768−100.0% | Sold out |
| SMH Capital Advisors Inc | 0 | $0 | 0.00% | −23,562−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −18,953−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −12,190−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,189−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |