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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 18,722 | $361.5K | 0.00% | −1,334−6.7% | Reduced |
| Engineers Gate Manager LP | 17,849 | $344.7K | 0.01% | +17,849 | New |
| Mariner, LLC | 17,624 | $340.3K | 0.00% | −44−0.2% | Reduced |
| Verition Fund Management LLC | 17,253 | $333.2K | 0.00% | +17,253 | New |
| Price T Rowe Associates Inc | 17,226 | $333.0K | 0.00% | +493+2.9% | Added |
| US Bancorp | 16,856 | $325.5K | 0.00% | +16,856 | New |
| Oppenheimer Asset Management Inc. | 16,696 | $322.4K | 0.00% | −13−0.1% | Reduced |
| New York State Common Retirement Fund | 16,055 | $310.0K | 0.00% | −5,600−25.9% | Reduced |
| Arizona State Retirement System | 14,610 | $282.1K | 0.00% | +1,590+12.2% | Added |
| Tower Research Capital LLC (TRC) | 13,297 | $256.8K | 0.01% | +6,986+110.7% | Added |
| Commerce Bank | 13,065 | $252.3K | 0.00% | −415−3.1% | Reduced |
| State Board of Administration of Florida Retirement System | 12,190 | $235.4K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 11,900 | $229.8K | 0.00% | +11,900 | New |
| AQR Capital Management LLC | 11,746 | $226.8K | 0.00% | +11,746 | New |
| Y-Intercept (Hong Kong) Ltd | 11,083 | $214.0K | 0.01% | +11,083 | New |
| PDT Partners, LLC | 10,900 | $210.5K | 0.02% | +10,900 | New |
| Intech Investment Management LLC | 10,204 | $197.0K | 0.00% | +10,204 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,763 | $188.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,931 | $133.8K | 0.00% | +143+2.1% | Added |
| Acadian Asset Management LLC | 5,597 | $108.0K | 0.00% | +5,597 | New |
| Ameritas Investment Partners, Inc. | 5,150 | $99.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,158 | $61.0K | 0.01% | +210+7.1% | Added |
| Amalgamated Bank | 1,437 | $28.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,410 | $27.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,100 | $21.2K | 0.00% | +1,100 | New |
| Quadrant Capital Group LLC | 1,070 | $20.7K | 0.00% | −119−10.0% | Reduced |
| CWM, LLC | 1,031 | $20.0K | 0.00% | +144+16.2% | Added |
| Aster Capital Management (DIFC) Ltd | 745 | $14.4K | 0.00% | +745 | New |
| SRS Capital Advisors, Inc. | 599 | $11.6K | 0.00% | −19−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 562 | $10.9K | 0.00% | −936−62.5% | Reduced |
| Comerica Bank | 501 | $9.67K | 0.00% | +74+17.3% | Added |
| First Horizon Advisors, Inc. | 415 | $8.01K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 363 | $6.99K | 0.00% | +117+47.6% | Added |
| Larson Financial Group LLC | 347 | $6.70K | 0.00% | +347 | New |
| Quest Partners LLC | 194 | $3.75K | 0.00% | +1+0.5% | Added |
| Johnson Financial Group, Inc. | 191 | $3.69K | 0.00% | +191 | New |
| Parallel Advisors, LLC | 182 | $3.51K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 112 | $2.16K | 0.00% | −3,746−97.1% | Reduced |
| Fifth Third Bancorp | 108 | $2.08K | 0.00% | +108 | New |
| GAMMA Investing LLC | 85 | $1.64K | 0.00% | +72+553.8% | Added |
| Nisa Investment Advisors, LLC | 80 | $1.54K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 70 | $1.35K | 0.00% | +70 | New |
| Sterling Capital Management LLC | 54 | $1.04K | 0.00% | +54 | New |
| Capital Performance Advisors LLP | 38 | $734 | 0.00% | +38 | New |
| Farther Finance Advisors, LLC | 28 | $541 | 0.00% | +5+21.7% | Added |
| CoreCap Advisors, LLC | 25 | $483 | 0.00% | +25 | New |
| Rothschild Investment LLC | 20 | $386 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |