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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.

Q1 2025 vs. Q4 2024

How the institutions holding Perella Weinberg Partners changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of PWP: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders1722172+2
Shares52.6M214.1K55.6M+3.21M (+6.1%)
Value$1.25B$5.10M$1.02B−$225.1M (−18.0%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Perella Weinberg Partners at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to PWP in Q1 2025
InstitutionSharesValue% of portfolio
Penn Capital Management Co Inc527,710$9.72M0.95%
Emerald Advisers, LLC403,280$7.42M0.33%
Loomis Sayles & Co L P330,503$6.08M0.01%
Emerald Mutual Fund Advisers Trust206,426$3.80M0.27%
Silvercrest Asset Management Group LLC193,431$3.56M0.03%
Lighthouse Investment Partners, LLC155,488$2.86M0.13%
Jane Street Group, LLC140,069$2.58M0.00%
Nuveen, LLC120,548$2.22M0.00%
Bryce Point Capital, LLC51,695$1.14M0.86%
Universal- Beteiligungs- und Servicegesellschaft mbH40,629$747.6K0.00%
Banque Pictet & Cie SA32,905$605.5K0.01%
Jefferies Financial Group Inc.31,996$588.7K0.01%
Atomi Financial Group, Inc.23,551$433.3K0.02%
CIBC World Markets Corp11,478$211.2K0.00%
Picton Mahoney Asset Management6,415$118.0K0.00%
BI Asset Management Fondsmaeglerselskab A/S2,180$40.0K0.00%
Coldstream Capital Management Inc1,788$32.9K0.00%
Versant Capital Management, Inc1,724$31.7K0.01%
Quarry LP1,045$19.2K0.00%
Hexagon Capital Partners LLC193$3.55K0.00%
Mather Group, LLC.147$2.71K0.00%
CIBC Private Wealth Group, LLC82$1.27K0.00%
Skopos Labs, Inc.42$7730.00%
True Wealth Design, LLC16$2950.00%
Simplex Trading, LLC51$00.00%

Sold out (23)

Institutions that held Perella Weinberg Partners at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of PWP in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Westwood Holdings Group Inc.2,112,393$50.4M
Spears Abacus Advisors LLC372,526$8.88M
No Street GP LP300,000$7.15M
Tudor Investment Corp Et Al204,598$4.88M
Arrowstreet Capital, Limited Partnership160,430$3.82M
Public Employees Retirement System of Ohio122,541$2.92M
Kingsview Wealth Management, LLC96,184$2.29M
Calamos Advisors LLC93,601$2.23M
Canada Pension Plan Investment Board49,200$1.17M
Crestline Management, LP41,110$980.1K
Sherbrooke Park Advisers LLC24,979$595.5K
Verition Fund Management LLC23,901$569.8K
Squarepoint Ops LLC19,628$467.9K
Riverwater Partners LLC16,971$404.6K
Versor Investments LP16,100$383.8K
Engineers Gate Manager LP15,461$368.6K
Aigen Investment Management, LP13,046$311.0K
Point72 Asset Management, L.P.11,881$283.3K
Venturi Wealth Management, LLC2,689$64.1K
Johnson Financial Group, Inc.152$3.92K
Park Square Financial Group, LLC94$2.24K
Northwestern Mutual Wealth Management Co49$1.17K
EverSource Wealth Advisors, LLC41$977

Not filed for Q1 2025 yet (2)

Institutions that held Perella Weinberg Partners at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PWP in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC213,893$5.10M
Global Retirement Partners, LLC157$3.74K