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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 64,452 | $1.54M | 0.00% | −65,013−50.2% | Reduced |
| Rhumbline Advisers | 70,861 | $1.69M | 0.00% | +854+1.2% | Added |
| Private Advisor Group, LLC | 70,965 | $1.69M | 0.01% | −1,777−2.4% | Reduced |
| SEI Investments Co | 76,058 | $1.81M | 0.00% | −15,844−17.2% | Reduced |
| UBS Group AG | 77,337 | $1.84M | 0.00% | +32,279+71.6% | Added |
| Quantbot Technologies LP | 78,622 | $1.87M | 0.07% | +41,106+109.6% | Added |
| UBS Asset Management Americas Inc | 91,898 | $2.19M | 0.00% | +16,057+21.2% | Added |
| Calamos Advisors LLC | 93,601 | $2.23M | 0.01% | +93,601 | New |
| Kingsview Wealth Management, LLC | 96,184 | $2.29M | 0.04% | +96,184 | New |
| Swiss National Bank | 100,000 | $2.38M | 0.00% | +900+0.9% | Added |
| Citadel Advisors LLC | 101,719 | $2.42M | 0.00% | +9,581+10.4% | Added |
| Boothbay Fund Management, LLC | 120,000 | $2.86M | 0.09% | +80,000+200.0% | Added |
| Public Employees Retirement System of Ohio | 122,541 | $2.92M | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 143,350 | $3.42M | 0.04% | +124,526+661.5% | Added |
| Arrowstreet Capital, Limited Partnership | 160,430 | $3.82M | 0.00% | −14,095−8.1% | Reduced |
| New York State Common Retirement Fund | 169,027 | $4.03M | 0.01% | +152,972+952.8% | Added |
| Two Sigma Advisers, LP | 171,200 | $4.08M | 0.01% | +136,700+396.2% | Added |
| Clark Capital Management Group, Inc. | 174,503 | $4.16M | 0.03% | +174,503 | New |
| Interval Partners, LP | 178,602 | $4.26M | 0.11% | +23,324+15.0% | Added |
| Millennium Management LLC | 180,031 | $4.29M | 0.00% | +59,672+49.6% | Added |
| Bank of New York Mellon Corp | 190,553 | $4.54M | 0.00% | +61,428+47.6% | Added |
| Balyasny Asset Management LLC | 199,723 | $4.76M | 0.01% | −219,465−52.4% | Reduced |
| Barclays PLC | 202,517 | $4.83M | 0.00% | +16,130+8.7% | Added |
| Ancora Advisors, LLC | 203,446 | $4.85M | 0.11% | +830+0.4% | Added |
| Tudor Investment Corp Et Al | 204,598 | $4.88M | 0.05% | +82,364+67.4% | Added |
| Nuveen Asset Management, LLC | 213,893 | $5.10M | 0.00% | −255,946−54.5% | Reduced |
| Ranger Investment Management, L.P. | 230,125 | $5.49M | 0.35% | +230,125 | New |
| Qube Research & Technologies Ltd | 232,346 | $5.54M | 0.01% | +134,427+137.3% | Added |
| JPMorgan Chase & Co | 233,751 | $5.57M | 0.00% | −202,171−46.4% | Reduced |
| Renaissance Technologies LLC | 252,900 | $6.03M | 0.01% | −11,800−4.5% | Reduced |
| Invesco Ltd. | 263,739 | $6.29M | 0.00% | −27,794−9.5% | Reduced |
| Two Sigma Investments, LP | 280,853 | $6.70M | 0.02% | +199,166+243.8% | Added |
| Voloridge Investment Management, LLC | 282,202 | $6.73M | 0.02% | +163,526+137.8% | Added |
| No Street GP LP | 300,000 | $7.15M | 0.48% | −297,615−49.8% | Reduced |
| Boston Partners | 336,313 | $8.02M | 0.01% | −163,707−32.7% | Reduced |
| Ceredex Value Advisors LLC | 346,624 | $8.26M | 0.17% | −24,395−6.6% | Reduced |
| Spears Abacus Advisors LLC | 372,526 | $8.88M | 0.18% | +372,526 | New |
| Algert Global LLC | 376,564 | $8.98M | 0.21% | +217,918+137.4% | Added |
| Morgan Stanley | 389,519 | $9.29M | 0.00% | +45,303+13.2% | Added |
| Walleye Capital LLC | 432,325 | $10.3M | 0.10% | +432,325 | New |
| Charles Schwab Investment Management Inc | 457,759 | $10.9M | 0.00% | +23,754+5.5% | Added |
| ExodusPoint Capital Management, LP | 477,870 | $11.4M | 0.12% | +367,869+334.4% | Added |
| First Eagle Investment Management, LLC | 479,278 | $11.4M | 0.03% | −54,800−10.3% | Reduced |
| Northern Trust Corp | 489,964 | $11.7M | 0.00% | +18,590+3.9% | Added |
| State of Wisconsin Investment Board | 568,253 | $13.5M | 0.04% | +42,975+8.2% | Added |
| Franklin Resources Inc | 569,897 | $13.6M | 0.00% | +569,897 | New |
| Jacobs Levy Equity Management, Inc | 578,762 | $13.8M | 0.05% | +8,043+1.4% | Added |
| Grandeur Peak Global Advisors, LLC | 613,142 | $14.6M | 1.30% | −252,132−29.1% | Reduced |
| Driehaus Capital Management LLC | 644,085 | $15.4M | 0.13% | −7,244−1.1% | Reduced |
| Basswood Capital Management, L.L.C. | 650,928 | $15.5M | 0.90% | −449,691−40.9% | Reduced |
| Russell Investments Group, Ltd. | 661,464 | $15.8M | 0.02% | +149,234+29.1% | Added |
| Bank of America Corp | 672,481 | $16.0M | 0.00% | +212,296+46.1% | Added |
| Channing Capital Management, LLC | 679,805 | $16.2M | 0.43% | +679,805 | New |
| Raymond James Financial Inc | 775,710 | $18.5M | 0.01% | +775,710 | New |
| Adage Capital Partners GP, L.L.C. | 805,785 | $19.2M | 0.03% | −231,830−22.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 815,770 | $19.4M | 0.06% | −83,700−9.3% | Reduced |
| Ameriprise Financial Inc | 819,230 | $19.5M | 0.01% | −12,199−1.5% | Reduced |
| GW&K Investment Management, LLC | 936,616 | $22.3M | 0.19% | −16,610−1.7% | Reduced |
| Macquarie Group Ltd | 988,143 | $23.6M | 0.03% | −3,061−0.3% | Reduced |
| Royce & Associates LP | 1,060,058 | $25.3M | 0.23% | −119,053−10.1% | Reduced |
| Schroder Investment Management Group | 1,172,740 | $27.7M | 0.03% | −567,493−32.6% | Reduced |
| Wasatch Advisors Inc | 1,179,423 | $28.1M | 0.14% | −304,006−20.5% | Reduced |
| William Blair Investment Management, LLC | 1,236,570 | $29.5M | 0.07% | +30,441+2.5% | Added |
| Geode Capital Management, LLC | 1,281,969 | $30.6M | 0.00% | +24,349+1.9% | Added |
| Wellington Management Group LLP | 1,316,562 | $31.4M | 0.01% | +158,957+13.7% | Added |
| Goldman Sachs Group Inc | 1,343,901 | $32.0M | 0.01% | −204,049−13.2% | Reduced |
| State Street Corp | 1,369,068 | $32.6M | 0.00% | −10,350−0.8% | Reduced |
| Westwood Holdings Group Inc. | 2,112,393 | $50.4M | 0.39% | +15,961+0.8% | Added |
| Azora Capital LP | 2,492,789 | $59.4M | 2.67% | +81,747+3.4% | Added |
| Vanguard Group Inc | 3,163,844 | $75.4M | 0.00% | +260,319+9.0% | Added |
| BlackRock, Inc. | 4,310,131 | $102.8M | 0.00% | +337,868+8.5% | Added |
| FMR LLC | 8,181,941 | $195.1M | 0.01% | +301,587+3.8% | Added |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −185,981−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −135,700−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −59,146−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −48,400−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −47,617−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −19,477−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,083−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,597−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |