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 |
|---|---|---|---|---|---|
| Wescott Financial Advisory Group, LLC | 25,010 | $596.3K | 0.06% | −9,929−28.4% | Reduced |
| Sherbrooke Park Advisers LLC | 24,979 | $595.5K | 0.19% | +5,662+29.3% | Added |
| Envestnet Asset Management Inc | 24,958 | $595.0K | 0.00% | +5,761+30.0% | Added |
| Verition Fund Management LLC | 23,901 | $569.8K | 0.00% | +6,648+38.5% | Added |
| Intech Investment Management LLC | 23,515 | $560.6K | 0.01% | +13,311+130.4% | Added |
| Creative Planning | 23,040 | $549.3K | 0.00% | +23,040 | New |
| Janus Henderson Group PLC | 22,594 | $538.9K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 22,425 | $534.6K | 0.23% | +22,425 | New |
| Bleakley Financial Group, LLC | 22,141 | $527.8K | 0.02% | +306+1.4% | Added |
| Kennedy Capital Management, Inc. | 21,170 | $504.7K | 0.01% | +1,707+8.8% | Added |
| Price T Rowe Associates Inc | 20,402 | $487.0K | 0.00% | +3,176+18.4% | Added |
| Squarepoint Ops LLC | 19,628 | $467.9K | 0.00% | +19,628 | New |
| Manufacturers Life Insurance Company, The | 18,793 | $448.0K | 0.00% | −925−4.7% | Reduced |
| US Bancorp | 17,602 | $419.6K | 0.00% | +746+4.4% | Added |
| Mariner, LLC | 17,354 | $413.7K | 0.00% | −270−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 17,324 | $413.0K | 0.00% | +17,324 | New |
| Riverwater Partners LLC | 16,971 | $404.6K | 0.20% | −11,308−40.0% | Reduced |
| Voya Investment Management LLC | 16,895 | $402.8K | 0.00% | −1,827−9.8% | Reduced |
| Oppenheimer Asset Management Inc. | 16,396 | $390.9K | 0.00% | −300−1.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,120 | $385.0K | 0.06% | −4,060−20.1% | Reduced |
| Versor Investments LP | 16,100 | $383.8K | 0.07% | +16,100 | New |
| Engineers Gate Manager LP | 15,461 | $368.6K | 0.01% | −2,388−13.4% | Reduced |
| Arizona State Retirement System | 14,748 | $351.6K | 0.00% | +138+0.9% | Added |
| ProShare Advisors LLC | 14,568 | $347.3K | 0.00% | +14,568 | New |
| AQR Capital Management LLC | 13,085 | $312.0K | 0.00% | +1,339+11.4% | Added |
| Aigen Investment Management, LP | 13,046 | $311.0K | 0.05% | +13,046 | New |
| Commerce Bank | 12,925 | $308.1K | 0.00% | −140−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 12,190 | $290.6K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,921 | $284.2K | 0.00% | +2,158+22.1% | Added |
| Point72 Asset Management, L.P. | 11,881 | $283.3K | 0.00% | +11,881 | New |
| Police & Firemen's Retirement System of New Jersey | 11,783 | $280.9K | 0.00% | +11,783 | New |
| KLP Kapitalforvaltning AS | 10,400 | $247.9K | 0.00% | +10,400 | New |
| Captrust Financial Advisors | 10,394 | $247.8K | 0.00% | +10,394 | New |
| Tower Research Capital LLC (TRC) | 10,350 | $246.7K | 0.00% | −2,947−22.2% | Reduced |
| State of Wyoming | 8,855 | $211.1K | 0.03% | +5,697+180.4% | Added |
| Meeder Asset Management Inc | 7,528 | $179.5K | 0.01% | +7,528 | New |
| The PNC Financial Services Group, Inc. | 5,927 | $141.3K | 0.00% | −1,004−14.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,150 | $122.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,497 | $83.4K | 0.00% | +2,935+522.2% | Added |
| Venturi Wealth Management, LLC | 2,689 | $64.1K | 0.00% | +2,689 | New |
| Quadrant Capital Group LLC | 1,540 | $36.7K | 0.00% | +470+43.9% | Added |
| Amalgamated Bank | 1,437 | $34.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,410 | $33.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,120 | $27.0K | 0.00% | +89+8.6% | Added |
| Principal Securities, Inc. | 724 | $17.3K | 0.00% | +724 | New |
| Smartleaf Asset Management LLC | 655 | $15.5K | 0.00% | +292+80.4% | Added |
| SRS Capital Advisors, Inc. | 594 | $14.2K | 0.00% | −5−0.8% | Reduced |
| Comerica Bank | 454 | $10.8K | 0.00% | −47−9.4% | Reduced |
| First Horizon Advisors, Inc. | 415 | $9.89K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 363 | $8.59K | 0.01% | +363 | New |
| Larson Financial Group LLC | 347 | $8.27K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 291 | $6.94K | 0.00% | +291 | New |
| Parallel Advisors, LLC | 182 | $4.34K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 152 | $3.92K | 0.00% | −39−20.4% | Reduced |
| Global Retirement Partners, LLC | 157 | $3.74K | 0.00% | +157 | New |
| GAMMA Investing LLC | 153 | $3.65K | 0.00% | +68+80.0% | Added |
| Signaturefd, LLC | 141 | $3.36K | 0.00% | +141 | New |
| Park Square Financial Group, LLC | 94 | $2.24K | 0.00% | +94 | New |
| Nisa Investment Advisors, LLC | 80 | $1.91K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 70 | $1.67K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 64 | $1.53K | 0.00% | −44−40.7% | Reduced |
| Sterling Capital Management LLC | 54 | $1.29K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $1.19K | 0.00% | +50 | New |
| Northwestern Mutual Wealth Management Co | 49 | $1.17K | 0.00% | +49 | New |
| EverSource Wealth Advisors, LLC | 41 | $977 | 0.00% | +41 | New |
| Farther Finance Advisors, LLC | 28 | $668 | 0.00% | 00.0% | Unchanged |
| Amundi | 28 | $650 | 0.00% | +28 | New |
| CoreCap Advisors, LLC | 25 | $596 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 19 | $498 | 0.00% | +19 | New |
| Rothschild Investment LLC | 20 | $477 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $334 | 0.00% | 0 | New |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |