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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $334 | 0.00% | 0 | New |
| Rothschild Investment LLC | 20 | $477 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 19 | $498 | 0.00% | +19 | New |
| CoreCap Advisors, LLC | 25 | $596 | 0.00% | 00.0% | Unchanged |
| Amundi | 28 | $650 | 0.00% | +28 | New |
| Farther Finance Advisors, LLC | 28 | $668 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 41 | $977 | 0.00% | +41 | New |
| Northwestern Mutual Wealth Management Co | 49 | $1.17K | 0.00% | +49 | New |
| GWM Advisors LLC | 50 | $1.19K | 0.00% | +50 | New |
| Sterling Capital Management LLC | 54 | $1.29K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 64 | $1.53K | 0.00% | −44−40.7% | Reduced |
| Wolff Wiese Magana LLC | 70 | $1.67K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 80 | $1.91K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 94 | $2.24K | 0.00% | +94 | New |
| Signaturefd, LLC | 141 | $3.36K | 0.00% | +141 | New |
| GAMMA Investing LLC | 153 | $3.65K | 0.00% | +68+80.0% | Added |
| Global Retirement Partners, LLC | 157 | $3.74K | 0.00% | +157 | New |
| Johnson Financial Group, Inc. | 152 | $3.92K | 0.00% | −39−20.4% | Reduced |
| Parallel Advisors, LLC | 182 | $4.34K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 291 | $6.94K | 0.00% | +291 | New |
| Larson Financial Group LLC | 347 | $8.27K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 363 | $8.59K | 0.01% | +363 | New |
| First Horizon Advisors, Inc. | 415 | $9.89K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 454 | $10.8K | 0.00% | −47−9.4% | Reduced |
| SRS Capital Advisors, Inc. | 594 | $14.2K | 0.00% | −5−0.8% | Reduced |
| Smartleaf Asset Management LLC | 655 | $15.5K | 0.00% | +292+80.4% | Added |
| Principal Securities, Inc. | 724 | $17.3K | 0.00% | +724 | New |
| CWM, LLC | 1,120 | $27.0K | 0.00% | +89+8.6% | Added |
| Assetmark, Inc | 1,410 | $33.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,437 | $34.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,540 | $36.7K | 0.00% | +470+43.9% | Added |
| Venturi Wealth Management, LLC | 2,689 | $64.1K | 0.00% | +2,689 | New |
| Advisor Group Holdings, Inc. | 3,497 | $83.4K | 0.00% | +2,935+522.2% | Added |
| Ameritas Investment Partners, Inc. | 5,150 | $122.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,927 | $141.3K | 0.00% | −1,004−14.5% | Reduced |
| Meeder Asset Management Inc | 7,528 | $179.5K | 0.01% | +7,528 | New |
| State of Wyoming | 8,855 | $211.1K | 0.03% | +5,697+180.4% | Added |
| Tower Research Capital LLC (TRC) | 10,350 | $246.7K | 0.00% | −2,947−22.2% | Reduced |
| Captrust Financial Advisors | 10,394 | $247.8K | 0.00% | +10,394 | New |
| KLP Kapitalforvaltning AS | 10,400 | $247.9K | 0.00% | +10,400 | New |
| Police & Firemen's Retirement System of New Jersey | 11,783 | $280.9K | 0.00% | +11,783 | New |
| Point72 Asset Management, L.P. | 11,881 | $283.3K | 0.00% | +11,881 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,921 | $284.2K | 0.00% | +2,158+22.1% | Added |
| State Board of Administration of Florida Retirement System | 12,190 | $290.6K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 12,925 | $308.1K | 0.00% | −140−1.1% | Reduced |
| Aigen Investment Management, LP | 13,046 | $311.0K | 0.05% | +13,046 | New |
| AQR Capital Management LLC | 13,085 | $312.0K | 0.00% | +1,339+11.4% | Added |
| ProShare Advisors LLC | 14,568 | $347.3K | 0.00% | +14,568 | New |
| Arizona State Retirement System | 14,748 | $351.6K | 0.00% | +138+0.9% | Added |
| Engineers Gate Manager LP | 15,461 | $368.6K | 0.01% | −2,388−13.4% | Reduced |
| Versor Investments LP | 16,100 | $383.8K | 0.07% | +16,100 | New |
| Dynamic Technology Lab Private Ltd | 16,120 | $385.0K | 0.06% | −4,060−20.1% | Reduced |
| Oppenheimer Asset Management Inc. | 16,396 | $390.9K | 0.00% | −300−1.8% | Reduced |
| Voya Investment Management LLC | 16,895 | $402.8K | 0.00% | −1,827−9.8% | Reduced |
| Riverwater Partners LLC | 16,971 | $404.6K | 0.20% | −11,308−40.0% | Reduced |
| BNP Paribas Arbitrage, SA | 17,324 | $413.0K | 0.00% | +17,324 | New |
| Mariner, LLC | 17,354 | $413.7K | 0.00% | −270−1.5% | Reduced |
| US Bancorp | 17,602 | $419.6K | 0.00% | +746+4.4% | Added |
| Manufacturers Life Insurance Company, The | 18,793 | $448.0K | 0.00% | −925−4.7% | Reduced |
| Squarepoint Ops LLC | 19,628 | $467.9K | 0.00% | +19,628 | New |
| Price T Rowe Associates Inc | 20,402 | $487.0K | 0.00% | +3,176+18.4% | Added |
| Kennedy Capital Management, Inc. | 21,170 | $504.7K | 0.01% | +1,707+8.8% | Added |
| Bleakley Financial Group, LLC | 22,141 | $527.8K | 0.02% | +306+1.4% | Added |
| Kings Path Partners LLC | 22,425 | $534.6K | 0.23% | +22,425 | New |
| Janus Henderson Group PLC | 22,594 | $538.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 23,040 | $549.3K | 0.00% | +23,040 | New |
| Intech Investment Management LLC | 23,515 | $560.6K | 0.01% | +13,311+130.4% | Added |
| Verition Fund Management LLC | 23,901 | $569.8K | 0.00% | +6,648+38.5% | Added |
| Envestnet Asset Management Inc | 24,958 | $595.0K | 0.00% | +5,761+30.0% | Added |
| Sherbrooke Park Advisers LLC | 24,979 | $595.5K | 0.19% | +5,662+29.3% | Added |
| Wescott Financial Advisory Group, LLC | 25,010 | $596.3K | 0.06% | −9,929−28.4% | Reduced |
| Royal Bank of Canada | 25,206 | $600.0K | 0.00% | −3,355−11.7% | Reduced |
| Corebridge Financial, Inc. | 25,718 | $613.1K | 0.00% | −2,388−8.5% | Reduced |
| SG Americas Securities, LLC | 26,396 | $629.0K | 0.00% | +5,374+25.6% | Added |
| XTX Topco Ltd | 26,997 | $643.6K | 0.05% | +26,997 | New |
| Quest Partners LLC | 28,411 | $677.3K | 0.09% | +28,217+14,544.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 29,403 | $701.0K | 0.00% | +518+1.8% | Added |
| STRS Ohio | 30,700 | $731.9K | 0.00% | −4,500−12.8% | Reduced |
| Dark Forest Capital Management LP | 31,296 | $746.1K | 0.11% | +31,296 | New |
| MetLife Investment Management | 32,480 | $774.3K | 0.00% | +1,692+5.5% | Added |
| Susquehanna International Group, LLP | 33,237 | $792.4K | 0.00% | −1,431−4.1% | Reduced |
| Jump Financial, LLC | 33,502 | $798.7K | 0.02% | +21,602+181.5% | Added |
| Aquatic Capital Management LLC | 37,995 | $905.8K | 0.02% | +36,895+3,354.1% | Added |
| Alberta Investment Management Corp | 40,059 | $955.0K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 40,307 | $960.9K | 0.08% | 00.0% | Unchanged |
| Crestline Management, LP | 41,110 | $980.1K | 0.03% | +41,110 | New |
| Citigroup Inc | 43,973 | $1.05M | 0.00% | +6,052+16.0% | Added |
| Nebula Research & Development LLC | 44,589 | $1.06M | 0.12% | −8,269−15.6% | Reduced |
| Deutsche Bank AG | 45,179 | $1.08M | 0.00% | +15,763+53.6% | Added |
| Cubist Systematic Strategies, LLC | 46,867 | $1.12M | 0.02% | +46,867 | New |
| California State Teachers Retirement System | 47,612 | $1.14M | 0.00% | −492−1.0% | Reduced |
| Legal & General Group Plc | 48,220 | $1.15M | 0.00% | +1,590+3.4% | Added |
| Martingale Asset Management L P | 48,954 | $1.17M | 0.03% | +70.0% | Added |
| Canada Pension Plan Investment Board | 49,200 | $1.17M | 0.00% | +49,200 | New |
| Harbor Capital Advisors, Inc. | 49,215 | $1.17M | 0.05% | −513−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 50,000 | $1.19M | 0.01% | +21,200+73.6% | Added |
| Alliancebernstein L.P. | 50,090 | $1.19M | 0.00% | −10,460−17.3% | Reduced |
| LPL Financial LLC | 54,917 | $1.31M | 0.00% | +10,173+22.7% | Added |
| Wells Fargo & Company | 62,723 | $1.50M | 0.00% | +20,868+49.9% | Added |