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, Q4 2024
Institutional positions in Perella Weinberg Partners as of Dec 31, 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
- 172
- +27 vs. Q3 2024
- Shares held
- 52.6M
- +3.45M (+7.0%) vs. Q3 2024
- Total value
- $1.25B
- +$304.5M (+32.1%) vs. Q3 2024
- New holders
- 39
- 66 more added
- Sold out
- 12
- 49 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 8,181,941 | $195.1M | 0.01% | +301,587+3.8% | Added |
| BlackRock, Inc. | 4,310,131 | $102.8M | 0.00% | +337,868+8.5% | Added |
| Vanguard Group Inc | 3,163,844 | $75.4M | 0.00% | +260,319+9.0% | Added |
| Azora Capital LP | 2,492,789 | $59.4M | 2.67% | +81,747+3.4% | Added |
| Westwood Holdings Group Inc. | 2,112,393 | $50.4M | 0.39% | +15,961+0.8% | Added |
| State Street Corp | 1,369,068 | $32.6M | 0.00% | −10,350−0.8% | Reduced |
| Goldman Sachs Group Inc | 1,343,901 | $32.0M | 0.01% | −204,049−13.2% | Reduced |
| Wellington Management Group LLP | 1,316,562 | $31.4M | 0.01% | +158,957+13.7% | Added |
| Geode Capital Management, LLC | 1,281,969 | $30.6M | 0.00% | +24,349+1.9% | Added |
| William Blair Investment Management, LLC | 1,236,570 | $29.5M | 0.07% | +30,441+2.5% | Added |
| Wasatch Advisors Inc | 1,179,423 | $28.1M | 0.14% | −304,006−20.5% | Reduced |
| Schroder Investment Management Group | 1,172,740 | $27.7M | 0.03% | −567,493−32.6% | Reduced |
| Royce & Associates LP | 1,060,058 | $25.3M | 0.23% | −119,053−10.1% | Reduced |
| Macquarie Group Ltd | 988,143 | $23.6M | 0.03% | −3,061−0.3% | Reduced |
| GW&K Investment Management, LLC | 936,616 | $22.3M | 0.19% | −16,610−1.7% | Reduced |
| Ameriprise Financial Inc | 819,230 | $19.5M | 0.01% | −12,199−1.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 815,770 | $19.4M | 0.06% | −83,700−9.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 805,785 | $19.2M | 0.03% | −231,830−22.3% | Reduced |
| Raymond James Financial Inc | 775,710 | $18.5M | 0.01% | +775,710 | New |
| Channing Capital Management, LLC | 679,805 | $16.2M | 0.43% | +679,805 | New |
| Bank of America Corp | 672,481 | $16.0M | 0.00% | +212,296+46.1% | Added |
| Russell Investments Group, Ltd. | 661,464 | $15.8M | 0.02% | +149,234+29.1% | Added |
| Basswood Capital Management, L.L.C. | 650,928 | $15.5M | 0.90% | −449,691−40.9% | Reduced |
| Driehaus Capital Management LLC | 644,085 | $15.4M | 0.13% | −7,244−1.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 613,142 | $14.6M | 1.30% | −252,132−29.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 578,762 | $13.8M | 0.05% | +8,043+1.4% | Added |
| Franklin Resources Inc | 569,897 | $13.6M | 0.00% | +569,897 | New |
| State of Wisconsin Investment Board | 568,253 | $13.5M | 0.04% | +42,975+8.2% | Added |
| Northern Trust Corp | 489,964 | $11.7M | 0.00% | +18,590+3.9% | Added |
| First Eagle Investment Management, LLC | 479,278 | $11.4M | 0.03% | −54,800−10.3% | Reduced |
| ExodusPoint Capital Management, LP | 477,870 | $11.4M | 0.12% | +367,869+334.4% | Added |
| Charles Schwab Investment Management Inc | 457,759 | $10.9M | 0.00% | +23,754+5.5% | Added |
| Walleye Capital LLC | 432,325 | $10.3M | 0.10% | +432,325 | New |
| Morgan Stanley | 389,519 | $9.29M | 0.00% | +45,303+13.2% | Added |
| Algert Global LLC | 376,564 | $8.98M | 0.21% | +217,918+137.4% | Added |
| Spears Abacus Advisors LLC | 372,526 | $8.88M | 0.18% | +372,526 | New |
| Ceredex Value Advisors LLC | 346,624 | $8.26M | 0.17% | −24,395−6.6% | Reduced |
| Boston Partners | 336,313 | $8.02M | 0.01% | −163,707−32.7% | Reduced |
| No Street GP LP | 300,000 | $7.15M | 0.48% | −297,615−49.8% | Reduced |
| Voloridge Investment Management, LLC | 282,202 | $6.73M | 0.02% | +163,526+137.8% | Added |
| Two Sigma Investments, LP | 280,853 | $6.70M | 0.02% | +199,166+243.8% | Added |
| Invesco Ltd. | 263,739 | $6.29M | 0.00% | −27,794−9.5% | Reduced |
| Renaissance Technologies LLC | 252,900 | $6.03M | 0.01% | −11,800−4.5% | Reduced |
| JPMorgan Chase & Co | 233,751 | $5.57M | 0.00% | −202,171−46.4% | Reduced |
| Qube Research & Technologies Ltd | 232,346 | $5.54M | 0.01% | +134,427+137.3% | Added |
| Ranger Investment Management, L.P. | 230,125 | $5.49M | 0.35% | +230,125 | New |
| Nuveen Asset Management, LLC | 213,893 | $5.10M | 0.00% | −255,946−54.5% | Reduced |
| Tudor Investment Corp Et Al | 204,598 | $4.88M | 0.05% | +82,364+67.4% | Added |
| Ancora Advisors, LLC | 203,446 | $4.85M | 0.11% | +830+0.4% | Added |
| Barclays PLC | 202,517 | $4.83M | 0.00% | +16,130+8.7% | Added |
| Balyasny Asset Management LLC | 199,723 | $4.76M | 0.01% | −219,465−52.4% | Reduced |
| Bank of New York Mellon Corp | 190,553 | $4.54M | 0.00% | +61,428+47.6% | Added |
| Millennium Management LLC | 180,031 | $4.29M | 0.00% | +59,672+49.6% | Added |
| Interval Partners, LP | 178,602 | $4.26M | 0.11% | +23,324+15.0% | Added |
| Clark Capital Management Group, Inc. | 174,503 | $4.16M | 0.03% | +174,503 | New |
| Two Sigma Advisers, LP | 171,200 | $4.08M | 0.01% | +136,700+396.2% | Added |
| New York State Common Retirement Fund | 169,027 | $4.03M | 0.01% | +152,972+952.8% | Added |
| Arrowstreet Capital, Limited Partnership | 160,430 | $3.82M | 0.00% | −14,095−8.1% | Reduced |
| Trexquant Investment LP | 143,350 | $3.42M | 0.04% | +124,526+661.5% | Added |
| Public Employees Retirement System of Ohio | 122,541 | $2.92M | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 120,000 | $2.86M | 0.09% | +80,000+200.0% | Added |
| Citadel Advisors LLC | 101,719 | $2.42M | 0.00% | +9,581+10.4% | Added |
| Swiss National Bank | 100,000 | $2.38M | 0.00% | +900+0.9% | Added |
| Kingsview Wealth Management, LLC | 96,184 | $2.29M | 0.04% | +96,184 | New |
| Calamos Advisors LLC | 93,601 | $2.23M | 0.01% | +93,601 | New |
| UBS Asset Management Americas Inc | 91,898 | $2.19M | 0.00% | +16,057+21.2% | Added |
| Quantbot Technologies LP | 78,622 | $1.87M | 0.07% | +41,106+109.6% | Added |
| UBS Group AG | 77,337 | $1.84M | 0.00% | +32,279+71.6% | Added |
| SEI Investments Co | 76,058 | $1.81M | 0.00% | −15,844−17.2% | Reduced |
| Private Advisor Group, LLC | 70,965 | $1.69M | 0.01% | −1,777−2.4% | Reduced |
| Rhumbline Advisers | 70,861 | $1.69M | 0.00% | +854+1.2% | Added |
| Dimensional Fund Advisors LP | 64,452 | $1.54M | 0.00% | −65,013−50.2% | Reduced |
| Wells Fargo & Company | 62,723 | $1.50M | 0.00% | +20,868+49.9% | Added |
| LPL Financial LLC | 54,917 | $1.31M | 0.00% | +10,173+22.7% | Added |
| Alliancebernstein L.P. | 50,090 | $1.19M | 0.00% | −10,460−17.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 50,000 | $1.19M | 0.01% | +21,200+73.6% | Added |
| Harbor Capital Advisors, Inc. | 49,215 | $1.17M | 0.05% | −513−1.0% | Reduced |
| Canada Pension Plan Investment Board | 49,200 | $1.17M | 0.00% | +49,200 | New |
| Martingale Asset Management L P | 48,954 | $1.17M | 0.03% | +70.0% | Added |
| Legal & General Group Plc | 48,220 | $1.15M | 0.00% | +1,590+3.4% | Added |
| California State Teachers Retirement System | 47,612 | $1.14M | 0.00% | −492−1.0% | Reduced |
| Cubist Systematic Strategies, LLC | 46,867 | $1.12M | 0.02% | +46,867 | New |
| Deutsche Bank AG | 45,179 | $1.08M | 0.00% | +15,763+53.6% | Added |
| Nebula Research & Development LLC | 44,589 | $1.06M | 0.12% | −8,269−15.6% | Reduced |
| Citigroup Inc | 43,973 | $1.05M | 0.00% | +6,052+16.0% | Added |
| Crestline Management, LP | 41,110 | $980.1K | 0.03% | +41,110 | New |
| Globeflex Capital L P | 40,307 | $960.9K | 0.08% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 40,059 | $955.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 37,995 | $905.8K | 0.02% | +36,895+3,354.1% | Added |
| Jump Financial, LLC | 33,502 | $798.7K | 0.02% | +21,602+181.5% | Added |
| Susquehanna International Group, LLP | 33,237 | $792.4K | 0.00% | −1,431−4.1% | Reduced |
| MetLife Investment Management | 32,480 | $774.3K | 0.00% | +1,692+5.5% | Added |
| Dark Forest Capital Management LP | 31,296 | $746.1K | 0.11% | +31,296 | New |
| STRS Ohio | 30,700 | $731.9K | 0.00% | −4,500−12.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 29,403 | $701.0K | 0.00% | +518+1.8% | Added |
| Quest Partners LLC | 28,411 | $677.3K | 0.09% | +28,217+14,544.8% | Added |
| XTX Topco Ltd | 26,997 | $643.6K | 0.05% | +26,997 | New |
| SG Americas Securities, LLC | 26,396 | $629.0K | 0.00% | +5,374+25.6% | Added |
| Corebridge Financial, Inc. | 25,718 | $613.1K | 0.00% | −2,388−8.5% | Reduced |
| Royal Bank of Canada | 25,206 | $600.0K | 0.00% | −3,355−11.7% | Reduced |