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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 122,541 | $2.37M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 129,125 | $2.49M | 0.00% | −37,873−22.7% | Reduced |
| Dimensional Fund Advisors LP | 129,465 | $2.50M | 0.00% | −102,264−44.1% | Reduced |
| FJ Capital Management LLC | 135,700 | $2.62M | 0.27% | +135,700 | New |
| Interval Partners, LP | 155,278 | $3.00M | 0.09% | −69,748−31.0% | Reduced |
| Algert Global LLC | 158,646 | $3.06M | 0.08% | +10,621+7.2% | Added |
| Arrowstreet Capital, Limited Partnership | 174,525 | $3.37M | 0.00% | +22,086+14.5% | Added |
| Monashee Investment Management LLC | 185,981 | $3.59M | 0.39% | −46,095−19.9% | Reduced |
| Barclays PLC | 186,387 | $3.60M | 0.00% | +1,517+0.8% | Added |
| Ancora Advisors, LLC | 202,616 | $3.91M | 0.09% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 264,700 | $5.11M | 0.01% | −57,900−17.9% | Reduced |
| Invesco Ltd. | 291,533 | $5.63M | 0.00% | +219,726+306.0% | Added |
| Morgan Stanley | 344,216 | $6.65M | 0.00% | +149,159+76.5% | Added |
| Ceredex Value Advisors LLC | 371,019 | $7.16M | 0.14% | −132,247−26.3% | Reduced |
| Balyasny Asset Management LLC | 419,188 | $8.09M | 0.02% | +419,188 | New |
| Charles Schwab Investment Management Inc | 434,005 | $8.38M | 0.00% | +288,186+197.6% | Added |
| JPMorgan Chase & Co | 435,922 | $8.42M | 0.00% | +144,222+49.4% | Added |
| Bank of America Corp | 460,185 | $8.89M | 0.00% | +196,366+74.4% | Added |
| Nuveen Asset Management, LLC | 469,839 | $9.07M | 0.00% | −269,932−36.5% | Reduced |
| Northern Trust Corp | 471,374 | $9.10M | 0.00% | +62,565+15.3% | Added |
| Boston Partners | 500,020 | $9.67M | 0.01% | +29,902+6.4% | Added |
| Russell Investments Group, Ltd. | 512,230 | $9.89M | 0.01% | −76,199−12.9% | Reduced |
| State of Wisconsin Investment Board | 525,278 | $10.1M | 0.03% | −1,385−0.3% | Reduced |
| First Eagle Investment Management, LLC | 534,078 | $10.3M | 0.02% | +108,000+25.3% | Added |
| Jacobs Levy Equity Management, Inc | 570,719 | $11.0M | 0.04% | +363,331+175.2% | Added |
| No Street GP LP | 597,615 | $11.5M | 0.89% | −167,385−21.9% | Reduced |
| Driehaus Capital Management LLC | 651,329 | $12.6M | 0.11% | +651,329 | New |
| Ameriprise Financial Inc | 831,429 | $16.1M | 0.00% | +668,828+411.3% | Added |
| Grandeur Peak Global Advisors, LLC | 865,274 | $16.7M | 1.39% | +386,689+80.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 899,470 | $17.4M | 0.06% | −323,810−26.5% | Reduced |
| GW&K Investment Management, LLC | 953,226 | $18.4M | 0.16% | −46,099−4.6% | Reduced |
| Eagle Asset Management Inc | 756,540 | $18.5M | 0.09% | +183,905+32.1% | Added |
| Macquarie Group Ltd | 991,204 | $19.1M | 0.02% | +991,204 | New |
| Adage Capital Partners GP, L.L.C. | 1,037,615 | $20.0M | 0.04% | −286,664−21.6% | Reduced |
| Basswood Capital Management, L.L.C. | 1,100,619 | $21.3M | 1.10% | −83,957−7.1% | Reduced |
| Wellington Management Group LLP | 1,157,605 | $22.4M | 0.00% | +771,736+200.0% | Added |
| Royce & Associates LP | 1,179,111 | $22.8M | 0.21% | +147,424+14.3% | Added |
| William Blair Investment Management, LLC | 1,206,129 | $23.3M | 0.06% | −36,810−3.0% | Reduced |
| Geode Capital Management, LLC | 1,257,620 | $24.3M | 0.00% | +34,301+2.8% | Added |
| State Street Corp | 1,379,418 | $26.6M | 0.00% | +59,989+4.5% | Added |
| Wasatch Advisors Inc | 1,483,429 | $28.6M | 0.14% | +174,445+13.3% | Added |
| Goldman Sachs Group Inc | 1,547,950 | $29.9M | 0.01% | −50,525−3.2% | Reduced |
| Schroder Investment Management Group | 1,740,233 | $33.5M | 0.03% | −252,734−12.7% | Reduced |
| Westwood Holdings Group Inc. | 2,096,432 | $40.5M | 0.17% | −101,435−4.6% | Reduced |
| Azora Capital LP | 2,411,042 | $46.6M | 2.51% | +110,370+4.8% | Added |
| Vanguard Group Inc | 2,903,525 | $56.1M | 0.00% | +98,050+3.5% | Added |
| BlackRock, Inc. | 3,972,263 | $76.7M | 0.00% | +3,972,263 | New |
| FMR LLC | 7,880,354 | $152.2M | 0.01% | −4,290−0.1% | Reduced |
| Nantahala Capital Management, LLC | 0 | $0 | 0.00% | −265,474−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −251,826−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −173,704−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −22,060−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −18,430−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −11,138−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,067−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Atalaya Capital Management LP | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |