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 |
|---|---|---|---|---|---|
| Keebeck Alpha, LP | 12,794 | $180.8K | 0.12% | −3,138−19.7% | Reduced |
| Wolverine Trading, LLC | 12,579 | $177.7K | 0.00% | +12,579 | New |
| Mirae Asset Global Investments Co., Ltd. | 19,276 | $176.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 12,306 | $174.0K | 0.00% | +1,753+16.6% | Added |
| Prelude Capital Management, LLC | 12,282 | $173.5K | 0.01% | −3,650−22.9% | Reduced |
| Centiva Capital, LP | 12,091 | $170.8K | 0.01% | +12,091 | New |
| Arizona State Retirement System | 11,296 | $159.6K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 11,145 | $157.4K | 0.00% | −2,359−17.5% | Reduced |
| Envestnet Asset Management Inc | 11,097 | $156.8K | 0.00% | +11,097 | New |
| HRT Financial LP | 11,104 | $156.0K | 0.00% | +11,104 | New |
| Versor Investments LP | 10,800 | $152.6K | 0.03% | +10,800 | New |
| US Bancorp | 10,682 | $150.9K | 0.00% | −952−8.2% | Reduced |
| Engineers Gate Manager LP | 10,398 | $146.9K | 0.00% | −8,028−43.6% | Reduced |
| Citigroup Inc | 9,102 | $128.6K | 0.00% | +3,138+52.6% | Added |
| Harbor Capital Advisors, Inc. | 7,781 | $110.0K | 0.01% | −14,487−65.1% | Reduced |
| State of Wyoming | 6,629 | $93.7K | 0.02% | −10,968−62.3% | Reduced |
| The PNC Financial Services Group, Inc. | 6,613 | $93.4K | 0.00% | +6,613 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,384 | $61.9K | 0.00% | −6,297−59.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,355 | $61.5K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 3,807 | $54.0K | 0.00% | +122+3.3% | Added |
| Quarry LP | 2,928 | $41.4K | 0.02% | +747+34.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,815 | $39.8K | 0.01% | +2,815 | New |
| Metropolitan Life Insurance Co | 2,373 | $33.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,309 | $33.0K | 0.00% | −9,180−79.9% | Reduced |
| Assetmark, Inc | 1,410 | $19.9K | 0.00% | +1,410 | New |
| Aquatic Capital Management LLC | 1,400 | $19.8K | 0.00% | −6,600−82.5% | Reduced |
| Amalgamated Bank | 1,264 | $18.0K | 0.00% | −4,599−78.4% | Reduced |
| Quadrant Capital Group LLC | 1,189 | $16.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 880 | $12.4K | 0.00% | +880 | New |
| CWM, LLC | 830 | $12.0K | 0.00% | +8+1.0% | Added |
| EntryPoint Capital, LLC | 785 | $11.1K | 0.01% | −982−55.6% | Reduced |
| Quantbot Technologies LP | 730 | $10.3K | 0.00% | +730 | New |
| Advisor Group Holdings, Inc. | 716 | $10.1K | 0.00% | +690+2,653.8% | Added |
| Tower Research Capital LLC (TRC) | 585 | $8.27K | 0.00% | −11,012−95.0% | Reduced |
| First Horizon Advisors, Inc. | 415 | $5.86K | 0.00% | +415 | New |
| Comerica Bank | 292 | $4.12K | 0.00% | +33+12.7% | Added |
| STRS Ohio | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 195 | $2.75K | 0.00% | +195 | New |
| Parallel Advisors, LLC | 182 | $2.57K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 94 | $1.33K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 35 | $494 | 0.00% | +35 | New |
| GWM Advisors LLC | 34 | $486 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 23 | $327 | 0.00% | −35−60.3% | Reduced |
| GAMMA Investing LLC | 10 | $141 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $141 | 0.00% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $127 | 0.00% | +9 | New |
| 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 |