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.
Q2 2024 vs. Q1 2024
How the institutions holding Perella Weinberg Partners changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 146 | 1 | 127 | −18 |
| Shares | 43.2M | 38.6K | 47.3M | +4.20M (+9.7%) |
| Value | $609.9M | $545.5K | $769.2M | +$159.8M (+26.2%) |
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Perella Weinberg Partners at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Westwood Holdings Group Inc. | 2,197,867 | $35.7M | 0.17% |
| William Blair Investment Management, LLC | 1,242,939 | $20.2M | 0.05% |
| Eagle Asset Management Inc | 572,635 | $9.16M | 0.05% |
| Public Employees Retirement System of Ohio | 122,541 | $1.99M | 0.01% |
| Wescott Financial Advisory Group, LLC | 92,860 | $1.51M | 0.18% |
| UBS Asset Management Americas Inc | 80,450 | $1.31M | 0.00% |
| Voloridge Investment Management, LLC | 69,112 | $1.12M | 0.00% |
| Susquehanna International Group, LLP | 45,369 | $737.2K | 0.00% |
| Corebridge Financial, Inc. | 28,280 | $459.6K | 0.00% |
| Mirae Asset Global ETFs Holdings Ltd. | 21,151 | $343.7K | 0.00% |
| Raymond James & Associates | 20,165 | $327.7K | 0.00% |
| State Board of Administration of Florida Retirement System | 12,190 | $198.1K | 0.00% |
| Alpine Global Management, LLC | 11,138 | $181.0K | 0.03% |
| PEAK6 Investments LLC | 7,712 | $125.3K | 0.01% |
| Smartleaf Asset Management LLC | 246 | $3.82K | 0.00% |
| Mather Group, LLC. | 147 | $2.08K | 0.00% |
| Institutional & Family Asset Management, LLC | 20 | $325 | 0.00% |
| Covestor Ltd | 6 | $0 | 0.00% |
Sold out (36)
Institutions that held Perella Weinberg Partners at the end of Q1 2024 and filed for Q2 2024 without it.
Not filed for Q2 2024 yet (1)
Institutions that held Perella Weinberg Partners at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Credit Suisse AG | 38,608 | $545.5K |