Perella Weinberg Partners

PWP

Exchange: Nasdaq
Industry: Finance Services
SEC CIK: 0001777835

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding Perella Weinberg Partners changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of PWP: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	148	3	172	+27
Shares	49.9M	842.4K	52.6M	+3.45M (+7.0%)
Value	$968.2M	$20.1M	$1.25B	+$304.5M (+32.1%)

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held Perella Weinberg Partners at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to PWP in Q4 2024
Institution	Shares	Value	% of portfolio
Raymond James Financial Inc	775,710	$18.5M	0.01%
Channing Capital Management, LLC	679,805	$16.2M	0.43%
Franklin Resources Inc	569,897	$13.6M	0.00%
Walleye Capital LLC	432,325	$10.3M	0.10%
Spears Abacus Advisors LLC	372,526	$8.88M	0.18%
Ranger Investment Management, L.P.	230,125	$5.49M	0.35%
Clark Capital Management Group, Inc.	174,503	$4.16M	0.03%
Kingsview Wealth Management, LLC	96,184	$2.29M	0.04%
Calamos Advisors LLC	93,601	$2.23M	0.01%
Canada Pension Plan Investment Board	49,200	$1.17M	0.00%
Cubist Systematic Strategies, LLC	46,867	$1.12M	0.02%
Crestline Management, LP	41,110	$980.1K	0.03%
Dark Forest Capital Management LP	31,296	$746.1K	0.11%
XTX Topco Ltd	26,997	$643.6K	0.05%
Creative Planning	23,040	$549.3K	0.00%
Kings Path Partners LLC	22,425	$534.6K	0.23%
Squarepoint Ops LLC	19,628	$467.9K	0.00%
BNP Paribas Arbitrage, SA	17,324	$413.0K	0.00%
Versor Investments LP	16,100	$383.8K	0.07%
ProShare Advisors LLC	14,568	$347.3K	0.00%
Aigen Investment Management, LP	13,046	$311.0K	0.05%
Point72 Asset Management, L.P.	11,881	$283.3K	0.00%
Police & Firemen's Retirement System of New Jersey	11,783	$280.9K	0.00%
KLP Kapitalforvaltning AS	10,400	$247.9K	0.00%
Captrust Financial Advisors	10,394	$247.8K	0.00%
Meeder Asset Management Inc	7,528	$179.5K	0.01%
Venturi Wealth Management, LLC	2,689	$64.1K	0.00%
Principal Securities, Inc.	724	$17.3K	0.00%
Richardson Financial Services Inc.	363	$8.59K	0.01%
Clearstead Advisors, LLC	291	$6.94K	0.00%
Global Retirement Partners, LLC	157	$3.74K	0.00%
Signaturefd, LLC	141	$3.36K	0.00%
Park Square Financial Group, LLC	94	$2.24K	0.00%
GWM Advisors LLC	50	$1.19K	0.00%
Northwestern Mutual Wealth Management Co	49	$1.17K	0.00%
EverSource Wealth Advisors, LLC	41	$977	0.00%
Amundi	28	$650	0.00%
Allworth Financial LP	19	$498	0.00%
IFP Advisors, Inc	0	$334	0.00%

Sold out (12)

Institutions that held Perella Weinberg Partners at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of PWP in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Monashee Investment Management LLC	185,981	$3.59M
FJ Capital Management LLC	135,700	$2.62M
Jane Street Group, LLC	59,146	$1.14M
CastleKnight Management LP	48,400	$934.6K
Capula Management Ltd	47,617	$919.5K
D. E. Shaw & Co., Inc.	19,477	$376.1K
Y-Intercept (Hong Kong) Ltd	11,083	$214.0K
PDT Partners, LLC	10,900	$210.5K
Acadian Asset Management LLC	5,597	$108.0K
Aster Capital Management (DIFC) Ltd	745	$14.4K
Group One Trading, L.P.	112	$2.16K
Capital Performance Advisors LLP	38	$734

Not filed for Q4 2024 yet (3)

Institutions that held Perella Weinberg Partners at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PWP in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Eagle Asset Management Inc	756,540	$18.5M
PEAK6 Investments LLC	65,768	$1.27M
Raymond James & Associates	20,054	$387.2K