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, Q1 2025
Institutional positions in Perella Weinberg Partners as of Mar 31, 2025. 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
- +2 vs. Q4 2024
- Shares held
- 55.6M
- +3.21M (+6.1%) vs. Q4 2024
- Total value
- $1.02B
- −$225.1M (−18.0%) vs. Q4 2024
- New holders
- 25
- 68 more added
- Sold out
- 23
- 58 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 8,264,504 | $152.1M | 0.01% | +82,563+1.0% | Added |
| BlackRock, Inc. | 4,276,220 | $78.7M | 0.00% | −33,911−0.8% | Reduced |
| Vanguard Group Inc | 3,150,620 | $58.0M | 0.00% | −13,224−0.4% | Reduced |
| Wellington Management Group LLP | 3,009,484 | $55.4M | 0.01% | +1,692,922+128.6% | Added |
| Channing Capital Management, LLC | 2,142,888 | $39.4M | 1.19% | +1,463,083+215.2% | Added |
| Azora Capital LP | 1,821,865 | $33.5M | 2.28% | −670,924−26.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,808,172 | $33.3M | 0.06% | +1,002,387+124.4% | Added |
| State Street Corp | 1,565,381 | $28.8M | 0.00% | +196,313+14.3% | Added |
| Geode Capital Management, LLC | 1,344,298 | $24.7M | 0.00% | +62,329+4.9% | Added |
| William Blair Investment Management, LLC | 1,333,883 | $24.5M | 0.07% | +97,313+7.9% | Added |
| Schroder Investment Management Group | 1,300,418 | $24.0M | 0.02% | +127,678+10.9% | Added |
| Wasatch Advisors Inc | 1,239,701 | $22.8M | 0.13% | +60,278+5.1% | Added |
| Goldman Sachs Group Inc | 1,214,457 | $22.3M | 0.00% | −129,444−9.6% | Reduced |
| Macquarie Group Ltd | 1,121,259 | $20.6M | 0.03% | +133,116+13.5% | Added |
| Royce & Associates LP | 1,099,154 | $20.2M | 0.22% | +39,096+3.7% | Added |
| Bank of America Corp | 959,073 | $17.6M | 0.00% | +286,592+42.6% | Added |
| Franklin Resources Inc | 921,016 | $16.9M | 0.00% | +351,119+61.6% | Added |
| GW&K Investment Management, LLC | 906,586 | $16.7M | 0.15% | −30,030−3.2% | Reduced |
| Raymond James Financial Inc | 879,745 | $16.2M | 0.01% | +104,035+13.4% | Added |
| Ameriprise Financial Inc | 877,042 | $16.1M | 0.00% | +57,812+7.1% | Added |
| New York State Common Retirement Fund | 849,590 | $15.6M | 0.02% | +680,563+402.6% | Added |
| Basswood Capital Management, L.L.C. | 794,709 | $14.6M | 0.82% | +143,781+22.1% | Added |
| Walleye Capital LLC | 751,296 | $13.8M | 0.15% | +318,971+73.8% | Added |
| Russell Investments Group, Ltd. | 598,084 | $11.0M | 0.02% | −63,380−9.6% | Reduced |
| Grandeur Peak Global Advisors, LLC | 592,553 | $10.9M | 1.21% | −20,589−3.4% | Reduced |
| State of Wisconsin Investment Board | 568,611 | $10.5M | 0.03% | +358+0.1% | Added |
| Morgan Stanley | 536,313 | $9.87M | 0.00% | +146,794+37.7% | Added |
| Penn Capital Management Co Inc | 527,710 | $9.72M | 0.95% | +527,710 | New |
| Boston Partners | 490,119 | $9.02M | 0.01% | +153,806+45.7% | Added |
| Northern Trust Corp | 482,082 | $8.87M | 0.00% | −7,882−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 461,673 | $8.49M | 0.00% | +3,914+0.9% | Added |
| Algert Global LLC | 434,173 | $7.99M | 0.20% | +57,609+15.3% | Added |
| Balyasny Asset Management LLC | 423,068 | $7.78M | 0.02% | +223,345+111.8% | Added |
| Jacobs Levy Equity Management, Inc | 417,725 | $7.69M | 0.03% | −161,037−27.8% | Reduced |
| Emerald Advisers, LLC | 403,280 | $7.42M | 0.33% | +403,280 | New |
| First Eagle Investment Management, LLC | 385,078 | $7.09M | 0.01% | −94,200−19.7% | Reduced |
| Ceredex Value Advisors LLC | 349,278 | $6.43M | 0.14% | +2,654+0.8% | Added |
| Loomis Sayles & Co L P | 330,503 | $6.08M | 0.01% | +330,503 | New |
| Qube Research & Technologies Ltd | 299,855 | $5.52M | 0.01% | +67,509+29.1% | Added |
| Voloridge Investment Management, LLC | 298,670 | $5.50M | 0.02% | +16,468+5.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 267,190 | $4.92M | 0.02% | −548,580−67.2% | Reduced |
| Two Sigma Investments, LP | 257,225 | $4.73M | 0.01% | −23,628−8.4% | Reduced |
| Renaissance Technologies LLC | 251,300 | $4.62M | 0.01% | −1,600−0.6% | Reduced |
| Driehaus Capital Management LLC | 247,872 | $4.56M | 0.04% | −396,213−61.5% | Reduced |
| Barclays PLC | 242,771 | $4.47M | 0.00% | +40,254+19.9% | Added |
| Two Sigma Advisers, LP | 238,100 | $4.38M | 0.01% | +66,900+39.1% | Added |
| Ranger Investment Management, L.P. | 228,280 | $4.20M | 0.30% | −1,845−0.8% | Reduced |
| Ancora Advisors, LLC | 207,966 | $3.83M | 0.09% | +4,520+2.2% | Added |
| Emerald Mutual Fund Advisers Trust | 206,426 | $3.80M | 0.27% | +206,426 | New |
| Clark Capital Management Group, Inc. | 203,941 | $3.75M | 0.03% | +29,438+16.9% | Added |
| JPMorgan Chase & Co | 196,453 | $3.61M | 0.00% | −37,298−16.0% | Reduced |
| Bank of New York Mellon Corp | 196,289 | $3.61M | 0.00% | +5,736+3.0% | Added |
| Silvercrest Asset Management Group LLC | 193,431 | $3.56M | 0.03% | +193,431 | New |
| Lighthouse Investment Partners, LLC | 155,488 | $2.86M | 0.13% | +155,488 | New |
| Deutsche Bank AG | 151,595 | $2.79M | 0.00% | +106,416+235.5% | Added |
| Jane Street Group, LLC | 140,069 | $2.58M | 0.00% | +140,069 | New |
| UBS Group AG | 125,202 | $2.30M | 0.00% | +47,865+61.9% | Added |
| Nuveen, LLC | 120,548 | $2.22M | 0.00% | +120,548 | New |
| Citadel Advisors LLC | 110,292 | $2.03M | 0.00% | +8,573+8.4% | Added |
| Swiss National Bank | 102,600 | $1.89M | 0.00% | +2,600+2.6% | Added |
| Trexquant Investment LP | 99,201 | $1.83M | 0.02% | −44,149−30.8% | Reduced |
| Susquehanna International Group, LLP | 90,243 | $1.66M | 0.00% | +57,006+171.5% | Added |
| UBS Asset Management Americas Inc | 79,627 | $1.47M | 0.00% | −12,271−13.4% | Reduced |
| Quantbot Technologies LP | 75,911 | $1.40M | 0.04% | −2,711−3.4% | Reduced |
| Cubist Systematic Strategies, LLC | 73,030 | $1.34M | 0.02% | +26,163+55.8% | Added |
| Rhumbline Advisers | 72,801 | $1.34M | 0.00% | +1,940+2.7% | Added |
| SEI Investments Co | 71,442 | $1.31M | 0.00% | −4,616−6.1% | Reduced |
| Boothbay Fund Management, LLC | 71,238 | $1.31M | 0.05% | −48,762−40.6% | Reduced |
| Private Advisor Group, LLC | 70,965 | $1.31M | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 69,749 | $1.28M | 0.02% | −408,121−85.4% | Reduced |
| Invesco Ltd. | 64,842 | $1.19M | 0.00% | −198,897−75.4% | Reduced |
| Wells Fargo & Company | 64,492 | $1.19M | 0.00% | +1,769+2.8% | Added |
| Bryce Point Capital, LLC | 51,695 | $1.14M | 0.86% | +51,695 | New |
| Aquatic Capital Management LLC | 59,853 | $1.10M | 0.03% | +21,858+57.5% | Added |
| California State Teachers Retirement System | 58,587 | $1.08M | 0.00% | +10,975+23.1% | Added |
| Martingale Asset Management L P | 57,427 | $1.06M | 0.03% | +8,473+17.3% | Added |
| Interval Partners, LP | 56,220 | $1.03M | 0.04% | −122,382−68.5% | Reduced |
| Alberta Investment Management Corp | 52,928 | $973.9K | 0.01% | +12,869+32.1% | Added |
| Alliancebernstein L.P. | 50,090 | $921.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 48,181 | $886.5K | 0.00% | −39−0.1% | Reduced |
| Millennium Management LLC | 46,207 | $850.2K | 0.00% | −133,824−74.3% | Reduced |
| Citigroup Inc | 43,853 | $806.9K | 0.00% | −120−0.3% | Reduced |
| Intech Investment Management LLC | 41,317 | $760.2K | 0.01% | +17,802+75.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 40,629 | $747.6K | 0.00% | +40,629 | New |
| Dynamic Technology Lab Private Ltd | 40,411 | $743.0K | 0.11% | +24,291+150.7% | Added |
| Globeflex Capital L P | 40,307 | $741.6K | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 33,926 | $624.2K | 0.01% | +424+1.3% | Added |
| Banque Pictet & Cie SA | 32,905 | $605.5K | 0.01% | +32,905 | New |
| STRS Ohio | 32,900 | $605.4K | 0.00% | +2,200+7.2% | Added |
| Harbor Capital Advisors, Inc. | 32,823 | $604.0K | 0.03% | −16,392−33.3% | Reduced |
| Jefferies Financial Group Inc. | 31,996 | $588.7K | 0.01% | +31,996 | New |
| MetLife Investment Management | 31,916 | $587.3K | 0.00% | −564−1.7% | Reduced |
| Kennedy Capital Management, Inc. | 31,857 | $586.2K | 0.01% | +10,687+50.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 30,745 | $565.7K | 0.00% | +1,342+4.6% | Added |
| Envestnet Asset Management Inc | 29,466 | $542.2K | 0.00% | +4,508+18.1% | Added |
| Manufacturers Life Insurance Company, The | 26,312 | $484.1K | 0.00% | +7,519+40.0% | Added |
| BNP Paribas Arbitrage, SA | 26,148 | $481.1K | 0.00% | +8,824+50.9% | Added |
| Corebridge Financial, Inc. | 25,341 | $466.3K | 0.00% | −377−1.5% | Reduced |
| Wescott Financial Advisory Group, LLC | 25,097 | $461.8K | 0.05% | +87+0.3% | Added |
| Atomi Financial Group, Inc. | 23,551 | $433.3K | 0.02% | +23,551 | New |