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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 408,809 | $6.64M | 0.00% | +16,377+4.2% | Added |
| First Eagle Investment Management, LLC | 426,078 | $6.92M | 0.02% | +142,900+50.5% | Added |
| Boston Partners | 470,118 | $7.65M | 0.01% | −64,850−12.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 478,585 | $7.78M | 0.62% | −43,127−8.3% | Reduced |
| Ceredex Value Advisors LLC | 503,266 | $8.18M | 0.15% | −73,900−12.8% | Reduced |
| State of Wisconsin Investment Board | 526,663 | $8.56M | 0.02% | +2,608+0.5% | Added |
| Eagle Asset Management Inc | 572,635 | $9.16M | 0.05% | +572,635 | New |
| Russell Investments Group, Ltd. | 588,429 | $9.56M | 0.02% | −525,811−47.2% | Reduced |
| Nuveen Asset Management, LLC | 739,771 | $12.0M | 0.00% | +197,735+36.5% | Added |
| No Street GP LP | 765,000 | $12.4M | 1.05% | +15,000+2.0% | Added |
| GW&K Investment Management, LLC | 999,325 | $16.2M | 0.15% | −30,775−3.0% | Reduced |
| Royce & Associates LP | 1,031,687 | $16.8M | 0.16% | +187,868+22.3% | Added |
| Basswood Capital Management, L.L.C. | 1,184,576 | $19.2M | 1.25% | +19,504+1.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,223,280 | $19.9M | 0.07% | −60,490−4.7% | Reduced |
| Geode Capital Management, LLC | 1,223,319 | $19.9M | 0.00% | +275,156+29.0% | Added |
| William Blair Investment Management, LLC | 1,242,939 | $20.2M | 0.05% | +1,242,939 | New |
| Wasatch Advisors Inc | 1,308,984 | $21.3M | 0.11% | −133,592−9.3% | Reduced |
| State Street Corp | 1,319,429 | $21.4M | 0.00% | +341,707+34.9% | Added |
| Adage Capital Partners GP, L.L.C. | 1,324,279 | $21.5M | 0.04% | −208,003−13.6% | Reduced |
| Goldman Sachs Group Inc | 1,598,475 | $26.0M | 0.01% | −252,251−13.6% | Reduced |
| Millennium Management LLC | 1,723,785 | $28.0M | 0.02% | +1,666,015+2,883.9% | Added |
| Schroder Investment Management Group | 1,992,967 | $32.4M | 0.04% | −76,046−3.7% | Reduced |
| Westwood Holdings Group Inc. | 2,197,867 | $35.7M | 0.17% | +2,197,867 | New |
| Azora Capital LP | 2,300,672 | $37.4M | 2.13% | +122,278+5.6% | Added |
| Vanguard Group Inc | 2,805,475 | $45.6M | 0.00% | +313,486+12.6% | Added |
| BlackRock Inc. | 3,870,887 | $62.9M | 0.00% | +556,965+16.8% | Added |
| FMR LLC | 7,884,644 | $128.1M | 0.01% | +424,403+5.7% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −1,139,934−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −226,300−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −95,827−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −79,474−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −68,291−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −66,799−100.0% | Sold out |
| Clayton Partners LLC | 0 | $0 | 0.00% | −56,503−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −53,880−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −44,249−100.0% | Sold out |
| Union Square Park Capital Management, LLC | 0 | $0 | 0.00% | −35,348−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −29,645−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −25,172−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −20,734−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,792−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,699−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −15,212−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −13,612−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −12,794−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −12,579−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −19,276−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,282−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,091−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,145−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,104−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −10,682−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,398−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −3,807−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,928−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,373−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −785−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |