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, Q2 2024
Institutional positions in Perella Weinberg Partners as of Jun 30, 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
- 127
- −18 vs. Q1 2024
- Shares held
- 47.3M
- +4.20M (+9.7%) vs. Q1 2024
- Total value
- $769.2M
- +$159.8M (+26.2%) vs. Q1 2024
- New holders
- 18
- 62 more added
- Sold out
- 36
- 39 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,884,644 | $128.1M | 0.01% | +424,403+5.7% | Added |
| BlackRock Inc. | 3,870,887 | $62.9M | 0.00% | +556,965+16.8% | Added |
| Vanguard Group Inc | 2,805,475 | $45.6M | 0.00% | +313,486+12.6% | Added |
| Azora Capital LP | 2,300,672 | $37.4M | 2.13% | +122,278+5.6% | Added |
| Westwood Holdings Group Inc. | 2,197,867 | $35.7M | 0.17% | +2,197,867 | New |
| Schroder Investment Management Group | 1,992,967 | $32.4M | 0.04% | −76,046−3.7% | Reduced |
| Millennium Management LLC | 1,723,785 | $28.0M | 0.02% | +1,666,015+2,883.9% | Added |
| Goldman Sachs Group Inc | 1,598,475 | $26.0M | 0.01% | −252,251−13.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,324,279 | $21.5M | 0.04% | −208,003−13.6% | Reduced |
| State Street Corp | 1,319,429 | $21.4M | 0.00% | +341,707+34.9% | Added |
| Wasatch Advisors Inc | 1,308,984 | $21.3M | 0.11% | −133,592−9.3% | Reduced |
| William Blair Investment Management, LLC | 1,242,939 | $20.2M | 0.05% | +1,242,939 | New |
| Geode Capital Management, LLC | 1,223,319 | $19.9M | 0.00% | +275,156+29.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,223,280 | $19.9M | 0.07% | −60,490−4.7% | Reduced |
| Basswood Capital Management, L.L.C. | 1,184,576 | $19.2M | 1.25% | +19,504+1.7% | Added |
| Royce & Associates LP | 1,031,687 | $16.8M | 0.16% | +187,868+22.3% | Added |
| GW&K Investment Management, LLC | 999,325 | $16.2M | 0.15% | −30,775−3.0% | Reduced |
| No Street GP LP | 765,000 | $12.4M | 1.05% | +15,000+2.0% | Added |
| Nuveen Asset Management, LLC | 739,771 | $12.0M | 0.00% | +197,735+36.5% | Added |
| Russell Investments Group, Ltd. | 588,429 | $9.56M | 0.02% | −525,811−47.2% | Reduced |
| Eagle Asset Management Inc | 572,635 | $9.16M | 0.05% | +572,635 | New |
| State of Wisconsin Investment Board | 526,663 | $8.56M | 0.02% | +2,608+0.5% | Added |
| Ceredex Value Advisors LLC | 503,266 | $8.18M | 0.15% | −73,900−12.8% | Reduced |
| Grandeur Peak Global Advisors, LLC | 478,585 | $7.78M | 0.62% | −43,127−8.3% | Reduced |
| Boston Partners | 470,118 | $7.65M | 0.01% | −64,850−12.1% | Reduced |
| First Eagle Investment Management, LLC | 426,078 | $6.92M | 0.02% | +142,900+50.5% | Added |
| Northern Trust Corp | 408,809 | $6.64M | 0.00% | +16,377+4.2% | Added |
| Wellington Management Group LLP | 385,869 | $6.16M | 0.00% | −53,263−12.1% | Reduced |
| Renaissance Technologies LLC | 322,600 | $5.24M | 0.01% | −18,600−5.5% | Reduced |
| JPMorgan Chase & Co | 291,700 | $4.74M | 0.00% | −75,365−20.5% | Reduced |
| Nantahala Capital Management, LLC | 265,474 | $4.31M | 0.43% | +165,696+166.1% | Added |
| Bank of America Corp | 263,819 | $4.29M | 0.00% | +27,859+11.8% | Added |
| Franklin Resources Inc | 251,826 | $4.09M | 0.00% | −72,417−22.3% | Reduced |
| Monashee Investment Management LLC | 232,076 | $3.77M | 0.49% | −19,990−7.9% | Reduced |
| Dimensional Fund Advisors LP | 231,729 | $3.77M | 0.00% | −115,767−33.3% | Reduced |
| Interval Partners, LP | 225,026 | $3.66M | 0.11% | +132,389+142.9% | Added |
| Citadel Advisors LLC | 213,301 | $3.47M | 0.00% | +84,247+65.3% | Added |
| Jacobs Levy Equity Management, Inc | 207,388 | $3.37M | 0.01% | −146,938−41.5% | Reduced |
| Ancora Advisors, LLC | 202,616 | $3.29M | 0.08% | −78,293−27.9% | Reduced |
| Morgan Stanley | 195,057 | $3.17M | 0.00% | −45,447−18.9% | Reduced |
| Barclays PLC | 184,870 | $3.00M | 0.00% | −42,403−18.7% | Reduced |
| Deprince Race & Zollo Inc | 173,704 | $2.82M | 0.06% | −293,257−62.8% | Reduced |
| Bank of New York Mellon Corp | 166,998 | $2.71M | 0.00% | +46,926+39.1% | Added |
| Ameriprise Financial Inc | 162,601 | $2.64M | 0.00% | +95,318+141.7% | Added |
| Arrowstreet Capital, Limited Partnership | 152,439 | $2.48M | 0.00% | −394,469−72.1% | Reduced |
| Algert Global LLC | 148,025 | $2.41M | 0.08% | +23,540+18.9% | Added |
| Charles Schwab Investment Management Inc | 145,819 | $2.37M | 0.00% | +31,149+27.2% | Added |
| Public Employees Retirement System of Ohio | 122,541 | $1.99M | 0.01% | +122,541 | New |
| CastleKnight Management LP | 101,600 | $1.65M | 0.22% | +4,993+5.2% | Added |
| Wescott Financial Advisory Group, LLC | 92,860 | $1.51M | 0.18% | +92,860 | New |
| Swiss National Bank | 91,500 | $1.49M | 0.00% | +1,100+1.2% | Added |
| UBS Asset Management Americas Inc | 80,450 | $1.31M | 0.00% | +80,450 | New |
| SEI Investments Co | 80,146 | $1.30M | 0.00% | −3,589−4.3% | Reduced |
| Two Sigma Investments, LP | 78,636 | $1.28M | 0.00% | −126,898−61.7% | Reduced |
| Private Advisor Group, LLC | 73,148 | $1.19M | 0.01% | +394+0.5% | Added |
| Invesco Ltd. | 71,807 | $1.17M | 0.00% | +10,434+17.0% | Added |
| Rhumbline Advisers | 70,867 | $1.15M | 0.00% | +14,978+26.8% | Added |
| Voloridge Investment Management, LLC | 69,112 | $1.12M | 0.00% | +69,112 | New |
| Two Sigma Advisers, LP | 66,900 | $1.09M | 0.00% | −119,900−64.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 63,816 | $1.04M | 0.01% | +27,116+73.9% | Added |
| Alliancebernstein L.P. | 60,550 | $983.9K | 0.00% | +17,080+39.3% | Added |
| LPL Financial LLC | 55,649 | $904.3K | 0.00% | +224+0.4% | Added |
| Atalaya Capital Management LP | 54,796 | $890.4K | 1.98% | 00.0% | Unchanged |
| Martingale Asset Management L P | 49,024 | $796.6K | 0.02% | +453+0.9% | Added |
| California State Teachers Retirement System | 45,810 | $744.4K | 0.00% | +362+0.8% | Added |
| Susquehanna International Group, LLP | 45,369 | $737.2K | 0.00% | +45,369 | New |
| Nebula Research & Development LLC | 45,128 | $733.3K | 0.12% | −5,347−10.6% | Reduced |
| Wells Fargo & Company | 42,648 | $693.0K | 0.00% | +28,105+193.3% | Added |
| Legal & General Group Plc | 42,211 | $684.6K | 0.00% | +4,628+12.3% | Added |
| Globeflex Capital L P | 40,307 | $655.0K | 0.07% | −7,891−16.4% | Reduced |
| MetLife Investment Management | 30,788 | $500.3K | 0.00% | +8,038+35.3% | Added |
| Riverwater Partners LLC | 29,635 | $481.6K | 0.36% | −3,530−10.6% | Reduced |
| Royal Bank of Canada | 29,636 | $481.0K | 0.00% | +27,327+1,183.5% | Added |
| Harbor Capital Advisors, Inc. | 28,805 | $468.0K | 0.04% | +21,024+270.2% | Added |
| Corebridge Financial, Inc. | 28,280 | $459.6K | 0.00% | +28,280 | New |
| UBS Group AG | 27,003 | $438.8K | 0.00% | −40,119−59.8% | Reduced |
| Ghisallo Capital Management LLC | 25,000 | $406.3K | 0.04% | −25,000−50.0% | Reduced |
| Deutsche Bank AG | 23,111 | $375.6K | 0.00% | +358+1.6% | Added |
| Janus Henderson Group PLC | 22,594 | $366.2K | 0.00% | −68,121−75.1% | Reduced |
| Qube Research & Technologies Ltd | 22,472 | $365.2K | 0.00% | +384+1.7% | Added |
| Jane Street Group, LLC | 22,157 | $360.1K | 0.00% | +8,341+60.4% | Added |
| Bleakley Financial Group, LLC | 22,079 | $358.8K | 0.01% | −423−1.9% | Reduced |
| Simplicity Wealth,LLC | 22,060 | $358.5K | 0.01% | −423−1.9% | Reduced |
| New York State Common Retirement Fund | 21,655 | $351.9K | 0.00% | +5,850+37.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 21,151 | $343.7K | 0.00% | +21,151 | New |
| Manufacturers Life Insurance Company, The | 20,167 | $327.7K | 0.00% | +4,697+30.4% | Added |
| Raymond James & Associates | 20,165 | $327.7K | 0.00% | +20,165 | New |
| Voya Investment Management LLC | 20,056 | $325.9K | 0.00% | +4,677+30.4% | Added |
| Envestnet Asset Management Inc | 18,653 | $303.1K | 0.00% | +7,556+68.1% | Added |
| HSBC Holdings PLC | 18,430 | $296.0K | 0.00% | −33,925−64.8% | Reduced |
| Mariner, LLC | 17,668 | $287.1K | 0.00% | −274−1.5% | Reduced |
| Kennedy Capital Management, Inc. | 16,882 | $274.3K | 0.01% | +572+3.5% | Added |
| Price T Rowe Associates Inc | 16,733 | $272.0K | 0.00% | +4,427+36.0% | Added |
| Oppenheimer Asset Management Inc. | 16,709 | $271.5K | 0.00% | +2,537+17.9% | Added |
| Commerce Bank | 13,480 | $219.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,020 | $211.6K | 0.00% | +1,724+15.3% | Added |
| State Board of Administration of Florida Retirement System | 12,190 | $198.1K | 0.00% | +12,190 | New |
| Citigroup Inc | 11,439 | $185.9K | 0.00% | +2,337+25.7% | Added |
| Alpine Global Management, LLC | 11,138 | $181.0K | 0.03% | +11,138 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,763 | $158.6K | 0.00% | +5,379+122.7% | Added |