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, Q3 2024
Institutional positions in Perella Weinberg Partners as of Sep 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
- 148
- +24 vs. Q2 2024
- Shares held
- 49.9M
- +6.52M (+15.0%) vs. Q2 2024
- Total value
- $968.2M
- +$262.8M (+37.3%) vs. Q2 2024
- New holders
- 33
- 52 more added
- Sold out
- 9
- 47 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,880,354 | $152.2M | 0.01% | −4,290−0.1% | Reduced |
| BlackRock, Inc. | 3,972,263 | $76.7M | 0.00% | +3,972,263 | New |
| Vanguard Group Inc | 2,903,525 | $56.1M | 0.00% | +98,050+3.5% | Added |
| Azora Capital LP | 2,411,042 | $46.6M | 2.51% | +110,370+4.8% | Added |
| Westwood Holdings Group Inc. | 2,096,432 | $40.5M | 0.17% | −101,435−4.6% | Reduced |
| Schroder Investment Management Group | 1,740,233 | $33.5M | 0.03% | −252,734−12.7% | Reduced |
| Goldman Sachs Group Inc | 1,547,950 | $29.9M | 0.01% | −50,525−3.2% | Reduced |
| Wasatch Advisors Inc | 1,483,429 | $28.6M | 0.14% | +174,445+13.3% | Added |
| State Street Corp | 1,379,418 | $26.6M | 0.00% | +59,989+4.5% | Added |
| Geode Capital Management, LLC | 1,257,620 | $24.3M | 0.00% | +34,301+2.8% | Added |
| William Blair Investment Management, LLC | 1,206,129 | $23.3M | 0.06% | −36,810−3.0% | Reduced |
| Royce & Associates LP | 1,179,111 | $22.8M | 0.21% | +147,424+14.3% | Added |
| Wellington Management Group LLP | 1,157,605 | $22.4M | 0.00% | +771,736+200.0% | Added |
| Basswood Capital Management, L.L.C. | 1,100,619 | $21.3M | 1.10% | −83,957−7.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,037,615 | $20.0M | 0.04% | −286,664−21.6% | Reduced |
| Macquarie Group Ltd | 991,204 | $19.1M | 0.02% | +991,204 | New |
| Eagle Asset Management Inc | 756,540 | $18.5M | 0.09% | +183,905+32.1% | Added |
| GW&K Investment Management, LLC | 953,226 | $18.4M | 0.16% | −46,099−4.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 899,470 | $17.4M | 0.06% | −323,810−26.5% | Reduced |
| Grandeur Peak Global Advisors, LLC | 865,274 | $16.7M | 1.39% | +386,689+80.8% | Added |
| Ameriprise Financial Inc | 831,429 | $16.1M | 0.00% | +668,828+411.3% | Added |
| Driehaus Capital Management LLC | 651,329 | $12.6M | 0.11% | +651,329 | New |
| No Street GP LP | 597,615 | $11.5M | 0.89% | −167,385−21.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 570,719 | $11.0M | 0.04% | +363,331+175.2% | Added |
| First Eagle Investment Management, LLC | 534,078 | $10.3M | 0.02% | +108,000+25.3% | Added |
| State of Wisconsin Investment Board | 525,278 | $10.1M | 0.03% | −1,385−0.3% | Reduced |
| Russell Investments Group, Ltd. | 512,230 | $9.89M | 0.01% | −76,199−12.9% | Reduced |
| Boston Partners | 500,020 | $9.67M | 0.01% | +29,902+6.4% | Added |
| Northern Trust Corp | 471,374 | $9.10M | 0.00% | +62,565+15.3% | Added |
| Nuveen Asset Management, LLC | 469,839 | $9.07M | 0.00% | −269,932−36.5% | Reduced |
| Bank of America Corp | 460,185 | $8.89M | 0.00% | +196,366+74.4% | Added |
| JPMorgan Chase & Co | 435,922 | $8.42M | 0.00% | +144,222+49.4% | Added |
| Charles Schwab Investment Management Inc | 434,005 | $8.38M | 0.00% | +288,186+197.6% | Added |
| Balyasny Asset Management LLC | 419,188 | $8.09M | 0.02% | +419,188 | New |
| Ceredex Value Advisors LLC | 371,019 | $7.16M | 0.14% | −132,247−26.3% | Reduced |
| Morgan Stanley | 344,216 | $6.65M | 0.00% | +149,159+76.5% | Added |
| Invesco Ltd. | 291,533 | $5.63M | 0.00% | +219,726+306.0% | Added |
| Renaissance Technologies LLC | 264,700 | $5.11M | 0.01% | −57,900−17.9% | Reduced |
| Ancora Advisors, LLC | 202,616 | $3.91M | 0.09% | 00.0% | Unchanged |
| Barclays PLC | 186,387 | $3.60M | 0.00% | +1,517+0.8% | Added |
| Monashee Investment Management LLC | 185,981 | $3.59M | 0.39% | −46,095−19.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 174,525 | $3.37M | 0.00% | +22,086+14.5% | Added |
| Algert Global LLC | 158,646 | $3.06M | 0.08% | +10,621+7.2% | Added |
| Interval Partners, LP | 155,278 | $3.00M | 0.09% | −69,748−31.0% | Reduced |
| FJ Capital Management LLC | 135,700 | $2.62M | 0.27% | +135,700 | New |
| Dimensional Fund Advisors LP | 129,465 | $2.50M | 0.00% | −102,264−44.1% | Reduced |
| Bank of New York Mellon Corp | 129,125 | $2.49M | 0.00% | −37,873−22.7% | Reduced |
| Public Employees Retirement System of Ohio | 122,541 | $2.37M | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 122,234 | $2.36M | 0.03% | +122,234 | New |
| Millennium Management LLC | 120,359 | $2.32M | 0.00% | −1,603,426−93.0% | Reduced |
| Voloridge Investment Management, LLC | 118,676 | $2.29M | 0.01% | +49,564+71.7% | Added |
| ExodusPoint Capital Management, LP | 110,001 | $2.12M | 0.02% | +110,001 | New |
| Swiss National Bank | 99,100 | $1.91M | 0.00% | +7,600+8.3% | Added |
| Qube Research & Technologies Ltd | 97,919 | $1.89M | 0.00% | +75,447+335.7% | Added |
| Citadel Advisors LLC | 92,138 | $1.78M | 0.00% | −121,163−56.8% | Reduced |
| SEI Investments Co | 91,902 | $1.77M | 0.00% | +11,756+14.7% | Added |
| Two Sigma Investments, LP | 81,687 | $1.58M | 0.00% | +3,051+3.9% | Added |
| UBS Asset Management Americas Inc | 75,841 | $1.46M | 0.00% | −4,609−5.7% | Reduced |
| Private Advisor Group, LLC | 72,742 | $1.40M | 0.01% | −406−0.6% | Reduced |
| Rhumbline Advisers | 70,007 | $1.35M | 0.00% | −860−1.2% | Reduced |
| PEAK6 Investments LLC | 65,768 | $1.27M | 0.06% | +58,056+752.8% | Added |
| Alliancebernstein L.P. | 60,550 | $1.17M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 59,146 | $1.14M | 0.00% | +36,989+166.9% | Added |
| Nebula Research & Development LLC | 52,858 | $1.02M | 0.12% | +7,730+17.1% | Added |
| Harbor Capital Advisors, Inc. | 49,728 | $960.0K | 0.04% | +20,923+72.6% | Added |
| Martingale Asset Management L P | 48,947 | $945.2K | 0.02% | −77−0.2% | Reduced |
| CastleKnight Management LP | 48,400 | $934.6K | 0.11% | −53,200−52.4% | Reduced |
| California State Teachers Retirement System | 48,104 | $928.9K | 0.00% | +2,294+5.0% | Added |
| Capula Management Ltd | 47,617 | $919.5K | 0.01% | +47,617 | New |
| Legal & General Group Plc | 46,630 | $900.4K | 0.00% | +4,419+10.5% | Added |
| UBS Group AG | 45,058 | $870.1K | 0.00% | +18,055+66.9% | Added |
| LPL Financial LLC | 44,744 | $864.0K | 0.00% | −10,905−19.6% | Reduced |
| Wells Fargo & Company | 41,855 | $808.2K | 0.00% | −793−1.9% | Reduced |
| Globeflex Capital L P | 40,307 | $778.3K | 0.07% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 40,059 | $773.5K | 0.01% | +40,059 | New |
| Boothbay Fund Management, LLC | 40,000 | $772.4K | 0.02% | +40,000 | New |
| Citigroup Inc | 37,921 | $732.3K | 0.00% | +26,482+231.5% | Added |
| Quantbot Technologies LP | 37,516 | $724.4K | 0.03% | +29,332+358.4% | Added |
| STRS Ohio | 35,200 | $679.7K | 0.00% | +34,900+11,633.3% | Added |
| Wescott Financial Advisory Group, LLC | 34,939 | $674.7K | 0.07% | −57,921−62.4% | Reduced |
| Susquehanna International Group, LLP | 34,668 | $669.4K | 0.00% | −10,701−23.6% | Reduced |
| Two Sigma Advisers, LP | 34,500 | $666.2K | 0.00% | −32,400−48.4% | Reduced |
| MetLife Investment Management | 30,788 | $594.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 29,416 | $568.0K | 0.00% | +6,305+27.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 28,885 | $557.8K | 0.00% | +7,734+36.6% | Added |
| Schonfeld Strategic Advisors LLC | 28,800 | $556.1K | 0.00% | −35,016−54.9% | Reduced |
| Riverwater Partners LLC | 28,279 | $552.0K | 0.27% | −1,356−4.6% | Reduced |
| Royal Bank of Canada | 28,561 | $551.0K | 0.00% | −1,075−3.6% | Reduced |
| Corebridge Financial, Inc. | 28,106 | $542.7K | 0.00% | −174−0.6% | Reduced |
| Janus Henderson Group PLC | 22,594 | $436.4K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 21,835 | $421.6K | 0.01% | −244−1.1% | Reduced |
| SG Americas Securities, LLC | 21,022 | $406.0K | 0.00% | +21,022 | New |
| Dynamic Technology Lab Private Ltd | 20,180 | $389.0K | 0.04% | +20,180 | New |
| Raymond James & Associates | 20,054 | $387.2K | 0.00% | −111−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 19,718 | $380.8K | 0.00% | −449−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 19,477 | $376.1K | 0.00% | +19,477 | New |
| Kennedy Capital Management, Inc. | 19,463 | $375.8K | 0.01% | +2,581+15.3% | Added |
| Sherbrooke Park Advisers LLC | 19,317 | $373.0K | 0.09% | +19,317 | New |
| Envestnet Asset Management Inc | 19,197 | $370.7K | 0.00% | +544+2.9% | Added |
| Trexquant Investment LP | 18,824 | $363.5K | 0.00% | +18,824 | New |