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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $386 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $483 | 0.00% | +25 | New |
| Farther Finance Advisors, LLC | 28 | $541 | 0.00% | +5+21.7% | Added |
| Capital Performance Advisors LLP | 38 | $734 | 0.00% | +38 | New |
| Sterling Capital Management LLC | 54 | $1.04K | 0.00% | +54 | New |
| Wolff Wiese Magana LLC | 70 | $1.35K | 0.00% | +70 | New |
| Nisa Investment Advisors, LLC | 80 | $1.54K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 85 | $1.64K | 0.00% | +72+553.8% | Added |
| Fifth Third Bancorp | 108 | $2.08K | 0.00% | +108 | New |
| Group One Trading, L.P. | 112 | $2.16K | 0.00% | −3,746−97.1% | Reduced |
| Parallel Advisors, LLC | 182 | $3.51K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 191 | $3.69K | 0.00% | +191 | New |
| Quest Partners LLC | 194 | $3.75K | 0.00% | +1+0.5% | Added |
| Larson Financial Group LLC | 347 | $6.70K | 0.00% | +347 | New |
| Smartleaf Asset Management LLC | 363 | $6.99K | 0.00% | +117+47.6% | Added |
| First Horizon Advisors, Inc. | 415 | $8.01K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 501 | $9.67K | 0.00% | +74+17.3% | Added |
| Advisor Group Holdings, Inc. | 562 | $10.9K | 0.00% | −936−62.5% | Reduced |
| SRS Capital Advisors, Inc. | 599 | $11.6K | 0.00% | −19−3.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 745 | $14.4K | 0.00% | +745 | New |
| CWM, LLC | 1,031 | $20.0K | 0.00% | +144+16.2% | Added |
| Quadrant Capital Group LLC | 1,070 | $20.7K | 0.00% | −119−10.0% | Reduced |
| Aquatic Capital Management LLC | 1,100 | $21.2K | 0.00% | +1,100 | New |
| Assetmark, Inc | 1,410 | $27.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,437 | $28.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,158 | $61.0K | 0.01% | +210+7.1% | Added |
| Ameritas Investment Partners, Inc. | 5,150 | $99.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,597 | $108.0K | 0.00% | +5,597 | New |
| The PNC Financial Services Group, Inc. | 6,931 | $133.8K | 0.00% | +143+2.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,763 | $188.5K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 10,204 | $197.0K | 0.00% | +10,204 | New |
| PDT Partners, LLC | 10,900 | $210.5K | 0.02% | +10,900 | New |
| Y-Intercept (Hong Kong) Ltd | 11,083 | $214.0K | 0.01% | +11,083 | New |
| AQR Capital Management LLC | 11,746 | $226.8K | 0.00% | +11,746 | New |
| Jump Financial, LLC | 11,900 | $229.8K | 0.00% | +11,900 | New |
| State Board of Administration of Florida Retirement System | 12,190 | $235.4K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 13,065 | $252.3K | 0.00% | −415−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 13,297 | $256.8K | 0.01% | +6,986+110.7% | Added |
| Arizona State Retirement System | 14,610 | $282.1K | 0.00% | +1,590+12.2% | Added |
| New York State Common Retirement Fund | 16,055 | $310.0K | 0.00% | −5,600−25.9% | Reduced |
| Oppenheimer Asset Management Inc. | 16,696 | $322.4K | 0.00% | −13−0.1% | Reduced |
| US Bancorp | 16,856 | $325.5K | 0.00% | +16,856 | New |
| Price T Rowe Associates Inc | 17,226 | $333.0K | 0.00% | +493+2.9% | Added |
| Verition Fund Management LLC | 17,253 | $333.2K | 0.00% | +17,253 | New |
| Mariner, LLC | 17,624 | $340.3K | 0.00% | −44−0.2% | Reduced |
| Engineers Gate Manager LP | 17,849 | $344.7K | 0.01% | +17,849 | New |
| Voya Investment Management LLC | 18,722 | $361.5K | 0.00% | −1,334−6.7% | Reduced |
| Trexquant Investment LP | 18,824 | $363.5K | 0.00% | +18,824 | New |
| Envestnet Asset Management Inc | 19,197 | $370.7K | 0.00% | +544+2.9% | Added |
| Sherbrooke Park Advisers LLC | 19,317 | $373.0K | 0.09% | +19,317 | New |
| Kennedy Capital Management, Inc. | 19,463 | $375.8K | 0.01% | +2,581+15.3% | Added |
| D. E. Shaw & Co., Inc. | 19,477 | $376.1K | 0.00% | +19,477 | New |
| Manufacturers Life Insurance Company, The | 19,718 | $380.8K | 0.00% | −449−2.2% | Reduced |
| Raymond James & Associates | 20,054 | $387.2K | 0.00% | −111−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,180 | $389.0K | 0.04% | +20,180 | New |
| SG Americas Securities, LLC | 21,022 | $406.0K | 0.00% | +21,022 | New |
| Bleakley Financial Group, LLC | 21,835 | $421.6K | 0.01% | −244−1.1% | Reduced |
| Janus Henderson Group PLC | 22,594 | $436.4K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 28,106 | $542.7K | 0.00% | −174−0.6% | Reduced |
| Royal Bank of Canada | 28,561 | $551.0K | 0.00% | −1,075−3.6% | Reduced |
| Riverwater Partners LLC | 28,279 | $552.0K | 0.27% | −1,356−4.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 28,800 | $556.1K | 0.00% | −35,016−54.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 28,885 | $557.8K | 0.00% | +7,734+36.6% | Added |
| Deutsche Bank AG | 29,416 | $568.0K | 0.00% | +6,305+27.3% | Added |
| MetLife Investment Management | 30,788 | $594.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 34,500 | $666.2K | 0.00% | −32,400−48.4% | Reduced |
| Susquehanna International Group, LLP | 34,668 | $669.4K | 0.00% | −10,701−23.6% | Reduced |
| Wescott Financial Advisory Group, LLC | 34,939 | $674.7K | 0.07% | −57,921−62.4% | Reduced |
| STRS Ohio | 35,200 | $679.7K | 0.00% | +34,900+11,633.3% | Added |
| Quantbot Technologies LP | 37,516 | $724.4K | 0.03% | +29,332+358.4% | Added |
| Citigroup Inc | 37,921 | $732.3K | 0.00% | +26,482+231.5% | Added |
| Boothbay Fund Management, LLC | 40,000 | $772.4K | 0.02% | +40,000 | New |
| Alberta Investment Management Corp | 40,059 | $773.5K | 0.01% | +40,059 | New |
| Globeflex Capital L P | 40,307 | $778.3K | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 41,855 | $808.2K | 0.00% | −793−1.9% | Reduced |
| LPL Financial LLC | 44,744 | $864.0K | 0.00% | −10,905−19.6% | Reduced |
| UBS Group AG | 45,058 | $870.1K | 0.00% | +18,055+66.9% | Added |
| Legal & General Group Plc | 46,630 | $900.4K | 0.00% | +4,419+10.5% | Added |
| Capula Management Ltd | 47,617 | $919.5K | 0.01% | +47,617 | New |
| California State Teachers Retirement System | 48,104 | $928.9K | 0.00% | +2,294+5.0% | Added |
| CastleKnight Management LP | 48,400 | $934.6K | 0.11% | −53,200−52.4% | Reduced |
| Martingale Asset Management L P | 48,947 | $945.2K | 0.02% | −77−0.2% | Reduced |
| Harbor Capital Advisors, Inc. | 49,728 | $960.0K | 0.04% | +20,923+72.6% | Added |
| Nebula Research & Development LLC | 52,858 | $1.02M | 0.12% | +7,730+17.1% | Added |
| Jane Street Group, LLC | 59,146 | $1.14M | 0.00% | +36,989+166.9% | Added |
| Alliancebernstein L.P. | 60,550 | $1.17M | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 65,768 | $1.27M | 0.06% | +58,056+752.8% | Added |
| Rhumbline Advisers | 70,007 | $1.35M | 0.00% | −860−1.2% | Reduced |
| Private Advisor Group, LLC | 72,742 | $1.40M | 0.01% | −406−0.6% | Reduced |
| UBS Asset Management Americas Inc | 75,841 | $1.46M | 0.00% | −4,609−5.7% | Reduced |
| Two Sigma Investments, LP | 81,687 | $1.58M | 0.00% | +3,051+3.9% | Added |
| SEI Investments Co | 91,902 | $1.77M | 0.00% | +11,756+14.7% | Added |
| Citadel Advisors LLC | 92,138 | $1.78M | 0.00% | −121,163−56.8% | Reduced |
| Qube Research & Technologies Ltd | 97,919 | $1.89M | 0.00% | +75,447+335.7% | Added |
| Swiss National Bank | 99,100 | $1.91M | 0.00% | +7,600+8.3% | Added |
| ExodusPoint Capital Management, LP | 110,001 | $2.12M | 0.02% | +110,001 | New |
| Voloridge Investment Management, LLC | 118,676 | $2.29M | 0.01% | +49,564+71.7% | Added |
| Millennium Management LLC | 120,359 | $2.32M | 0.00% | −1,603,426−93.0% | Reduced |
| Tudor Investment Corp Et Al | 122,234 | $2.36M | 0.03% | +122,234 | New |