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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | +6 | New |
| GAMMA Investing LLC | 13 | $211 | 0.00% | +3+30.0% | Added |
| Rothschild Investment LLC | 20 | $325 | 0.00% | +10+100.0% | Added |
| Institutional & Family Asset Management, LLC | 20 | $325 | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 23 | $368 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 80 | $1.30K | 0.00% | −14−14.9% | Reduced |
| Mather Group, LLC. | 147 | $2.08K | 0.00% | +147 | New |
| Parallel Advisors, LLC | 182 | $2.96K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 193 | $3.14K | 0.00% | −35,569−99.5% | Reduced |
| Smartleaf Asset Management LLC | 246 | $3.82K | 0.00% | +246 | New |
| STRS Ohio | 300 | $4.88K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 415 | $6.74K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 427 | $6.93K | 0.00% | +135+46.2% | Added |
| SRS Capital Advisors, Inc. | 618 | $10.0K | 0.00% | +583+1,665.7% | Added |
| CWM, LLC | 887 | $14.0K | 0.00% | +57+6.9% | Added |
| Quadrant Capital Group LLC | 1,189 | $19.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,410 | $22.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,437 | $23.0K | 0.00% | +173+13.7% | Added |
| Advisor Group Holdings, Inc. | 1,498 | $24.3K | 0.00% | +782+109.2% | Added |
| State of Wyoming | 2,948 | $47.9K | 0.01% | −3,681−55.5% | Reduced |
| Group One Trading, L.P. | 3,858 | $62.7K | 0.00% | +2,978+338.4% | Added |
| Ameritas Investment Partners, Inc. | 5,150 | $83.7K | 0.00% | +795+18.3% | Added |
| Tower Research Capital LLC (TRC) | 6,311 | $102.6K | 0.00% | +5,726+978.8% | Added |
| The PNC Financial Services Group, Inc. | 6,788 | $110.3K | 0.00% | +175+2.6% | Added |
| Simplex Trading, LLC | 7,067 | $114.0K | 0.00% | −7,065−50.0% | Reduced |
| PEAK6 Investments LLC | 7,712 | $125.3K | 0.01% | +7,712 | New |
| Quantbot Technologies LP | 8,184 | $133.0K | 0.01% | +7,454+1,021.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,763 | $158.6K | 0.00% | +5,379+122.7% | Added |
| Alpine Global Management, LLC | 11,138 | $181.0K | 0.03% | +11,138 | New |
| Citigroup Inc | 11,439 | $185.9K | 0.00% | +2,337+25.7% | Added |
| State Board of Administration of Florida Retirement System | 12,190 | $198.1K | 0.00% | +12,190 | New |
| Arizona State Retirement System | 13,020 | $211.6K | 0.00% | +1,724+15.3% | Added |
| Commerce Bank | 13,480 | $219.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 16,709 | $271.5K | 0.00% | +2,537+17.9% | Added |
| Price T Rowe Associates Inc | 16,733 | $272.0K | 0.00% | +4,427+36.0% | Added |
| Kennedy Capital Management, Inc. | 16,882 | $274.3K | 0.01% | +572+3.5% | Added |
| Mariner, LLC | 17,668 | $287.1K | 0.00% | −274−1.5% | Reduced |
| HSBC Holdings PLC | 18,430 | $296.0K | 0.00% | −33,925−64.8% | Reduced |
| Envestnet Asset Management Inc | 18,653 | $303.1K | 0.00% | +7,556+68.1% | Added |
| Voya Investment Management LLC | 20,056 | $325.9K | 0.00% | +4,677+30.4% | Added |
| Raymond James & Associates | 20,165 | $327.7K | 0.00% | +20,165 | New |
| Manufacturers Life Insurance Company, The | 20,167 | $327.7K | 0.00% | +4,697+30.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 21,151 | $343.7K | 0.00% | +21,151 | New |
| New York State Common Retirement Fund | 21,655 | $351.9K | 0.00% | +5,850+37.0% | Added |
| Simplicity Wealth,LLC | 22,060 | $358.5K | 0.01% | −423−1.9% | Reduced |
| Bleakley Financial Group, LLC | 22,079 | $358.8K | 0.01% | −423−1.9% | Reduced |
| Jane Street Group, LLC | 22,157 | $360.1K | 0.00% | +8,341+60.4% | Added |
| Qube Research & Technologies Ltd | 22,472 | $365.2K | 0.00% | +384+1.7% | Added |
| Janus Henderson Group PLC | 22,594 | $366.2K | 0.00% | −68,121−75.1% | Reduced |
| Deutsche Bank AG | 23,111 | $375.6K | 0.00% | +358+1.6% | Added |
| Ghisallo Capital Management LLC | 25,000 | $406.3K | 0.04% | −25,000−50.0% | Reduced |
| UBS Group AG | 27,003 | $438.8K | 0.00% | −40,119−59.8% | Reduced |
| Corebridge Financial, Inc. | 28,280 | $459.6K | 0.00% | +28,280 | New |
| Harbor Capital Advisors, Inc. | 28,805 | $468.0K | 0.04% | +21,024+270.2% | Added |
| Royal Bank of Canada | 29,636 | $481.0K | 0.00% | +27,327+1,183.5% | Added |
| Riverwater Partners LLC | 29,635 | $481.6K | 0.36% | −3,530−10.6% | Reduced |
| MetLife Investment Management | 30,788 | $500.3K | 0.00% | +8,038+35.3% | Added |
| Globeflex Capital L P | 40,307 | $655.0K | 0.07% | −7,891−16.4% | Reduced |
| Legal & General Group Plc | 42,211 | $684.6K | 0.00% | +4,628+12.3% | Added |
| Wells Fargo & Company | 42,648 | $693.0K | 0.00% | +28,105+193.3% | Added |
| Nebula Research & Development LLC | 45,128 | $733.3K | 0.12% | −5,347−10.6% | Reduced |
| Susquehanna International Group, LLP | 45,369 | $737.2K | 0.00% | +45,369 | New |
| California State Teachers Retirement System | 45,810 | $744.4K | 0.00% | +362+0.8% | Added |
| Martingale Asset Management L P | 49,024 | $796.6K | 0.02% | +453+0.9% | Added |
| Atalaya Capital Management LP | 54,796 | $890.4K | 1.98% | 00.0% | Unchanged |
| LPL Financial LLC | 55,649 | $904.3K | 0.00% | +224+0.4% | Added |
| Alliancebernstein L.P. | 60,550 | $983.9K | 0.00% | +17,080+39.3% | Added |
| Schonfeld Strategic Advisors LLC | 63,816 | $1.04M | 0.01% | +27,116+73.9% | Added |
| Two Sigma Advisers, LP | 66,900 | $1.09M | 0.00% | −119,900−64.2% | Reduced |
| Voloridge Investment Management, LLC | 69,112 | $1.12M | 0.00% | +69,112 | New |
| Rhumbline Advisers | 70,867 | $1.15M | 0.00% | +14,978+26.8% | Added |
| Invesco Ltd. | 71,807 | $1.17M | 0.00% | +10,434+17.0% | Added |
| Private Advisor Group, LLC | 73,148 | $1.19M | 0.01% | +394+0.5% | Added |
| Two Sigma Investments, LP | 78,636 | $1.28M | 0.00% | −126,898−61.7% | Reduced |
| SEI Investments Co | 80,146 | $1.30M | 0.00% | −3,589−4.3% | Reduced |
| UBS Asset Management Americas Inc | 80,450 | $1.31M | 0.00% | +80,450 | New |
| Swiss National Bank | 91,500 | $1.49M | 0.00% | +1,100+1.2% | Added |
| Wescott Financial Advisory Group, LLC | 92,860 | $1.51M | 0.18% | +92,860 | New |
| CastleKnight Management LP | 101,600 | $1.65M | 0.22% | +4,993+5.2% | Added |
| Public Employees Retirement System of Ohio | 122,541 | $1.99M | 0.01% | +122,541 | New |
| Charles Schwab Investment Management Inc | 145,819 | $2.37M | 0.00% | +31,149+27.2% | Added |
| Algert Global LLC | 148,025 | $2.41M | 0.08% | +23,540+18.9% | Added |
| Arrowstreet Capital, Limited Partnership | 152,439 | $2.48M | 0.00% | −394,469−72.1% | Reduced |
| Ameriprise Financial Inc | 162,601 | $2.64M | 0.00% | +95,318+141.7% | Added |
| Bank of New York Mellon Corp | 166,998 | $2.71M | 0.00% | +46,926+39.1% | Added |
| Deprince Race & Zollo Inc | 173,704 | $2.82M | 0.06% | −293,257−62.8% | Reduced |
| Barclays PLC | 184,870 | $3.00M | 0.00% | −42,403−18.7% | Reduced |
| Morgan Stanley | 195,057 | $3.17M | 0.00% | −45,447−18.9% | Reduced |
| Ancora Advisors, LLC | 202,616 | $3.29M | 0.08% | −78,293−27.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 207,388 | $3.37M | 0.01% | −146,938−41.5% | Reduced |
| Citadel Advisors LLC | 213,301 | $3.47M | 0.00% | +84,247+65.3% | Added |
| Interval Partners, LP | 225,026 | $3.66M | 0.11% | +132,389+142.9% | Added |
| Dimensional Fund Advisors LP | 231,729 | $3.77M | 0.00% | −115,767−33.3% | Reduced |
| Monashee Investment Management LLC | 232,076 | $3.77M | 0.49% | −19,990−7.9% | Reduced |
| Franklin Resources Inc | 251,826 | $4.09M | 0.00% | −72,417−22.3% | Reduced |
| Bank of America Corp | 263,819 | $4.29M | 0.00% | +27,859+11.8% | Added |
| Nantahala Capital Management, LLC | 265,474 | $4.31M | 0.43% | +165,696+166.1% | Added |
| JPMorgan Chase & Co | 291,700 | $4.74M | 0.00% | −75,365−20.5% | Reduced |
| Renaissance Technologies LLC | 322,600 | $5.24M | 0.01% | −18,600−5.5% | Reduced |
| Wellington Management Group LLP | 385,869 | $6.16M | 0.00% | −53,263−12.1% | Reduced |