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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 51 | $0 | 0.00% | +51 | New |
| Amundi | 2 | $34 | 0.00% | −26−92.9% | Reduced |
| Quest Partners LLC | 2 | $37 | 0.00% | −28,409−100.0% | Reduced |
| IFP Advisors, Inc | 0 | $258 | 0.00% | 0 | Unchanged |
| True Wealth Design, LLC | 16 | $295 | 0.00% | +16 | New |
| Rothschild Investment LLC | 20 | $368 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 28 | $518 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 33 | $607 | 0.00% | −31−48.4% | Reduced |
| Allworth Financial LP | 42 | $707 | 0.00% | +23+121.1% | Added |
| Skopos Labs, Inc. | 42 | $773 | 0.00% | +42 | New |
| GWM Advisors LLC | 50 | $920 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 54 | $994 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 60 | $1.10K | 0.00% | +35+140.0% | Added |
| CIBC Private Wealth Group, LLC | 82 | $1.27K | 0.00% | +82 | New |
| Wolff Wiese Magana LLC | 70 | $1.29K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 80 | $1.47K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 110 | $2.02K | 0.00% | −31−22.0% | Reduced |
| Larson Financial Group LLC | 141 | $2.59K | 0.00% | −206−59.4% | Reduced |
| Mather Group, LLC. | 147 | $2.71K | 0.00% | +147 | New |
| Hexagon Capital Partners LLC | 193 | $3.55K | 0.00% | +193 | New |
| GAMMA Investing LLC | 208 | $3.83K | 0.00% | +55+35.9% | Added |
| Parallel Advisors, LLC | 222 | $4.08K | 0.00% | +40+22.0% | Added |
| SRS Capital Advisors, Inc. | 244 | $4.49K | 0.00% | −350−58.9% | Reduced |
| Clearstead Advisors, LLC | 291 | $5.36K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 361 | $6.64K | 0.01% | −2−0.6% | Reduced |
| First Horizon Advisors, Inc. | 415 | $7.64K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 500 | $9.20K | 0.00% | −2,997−85.7% | Reduced |
| Smartleaf Asset Management LLC | 570 | $10.5K | 0.00% | −85−13.0% | Reduced |
| Royal Bank of Canada | 713 | $13.0K | 0.00% | −24,493−97.2% | Reduced |
| Comerica Bank | 723 | $13.3K | 0.00% | +269+59.3% | Added |
| Tower Research Capital LLC (TRC) | 919 | $16.9K | 0.00% | −9,431−91.1% | Reduced |
| Principal Securities, Inc. | 724 | $17.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,045 | $19.2K | 0.00% | +1,045 | New |
| Assetmark, Inc | 1,410 | $25.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,510 | $27.8K | 0.00% | −30−1.9% | Reduced |
| CWM, LLC | 1,500 | $28.0K | 0.00% | +380+33.9% | Added |
| Versant Capital Management, Inc | 1,724 | $31.7K | 0.01% | +1,724 | New |
| Coldstream Capital Management Inc | 1,788 | $32.9K | 0.00% | +1,788 | New |
| Amalgamated Bank | 1,791 | $33.0K | 0.00% | +354+24.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,180 | $40.0K | 0.00% | +2,180 | New |
| Ameritas Investment Partners, Inc. | 5,150 | $94.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,714 | $105.1K | 0.00% | −213−3.6% | Reduced |
| Picton Mahoney Asset Management | 6,415 | $118.0K | 0.00% | +6,415 | New |
| SG Americas Securities, LLC | 7,492 | $138.0K | 0.00% | −18,904−71.6% | Reduced |
| Meeder Asset Management Inc | 8,108 | $149.2K | 0.01% | +580+7.7% | Added |
| KLP Kapitalforvaltning AS | 10,400 | $191.4K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,849 | $199.6K | 0.00% | +455+4.4% | Added |
| ProShare Advisors LLC | 11,199 | $206.1K | 0.00% | −3,369−23.1% | Reduced |
| CIBC World Markets Corp | 11,478 | $211.2K | 0.00% | +11,478 | New |
| Police & Firemen's Retirement System of New Jersey | 11,783 | $216.8K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,921 | $219.3K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 12,111 | $222.8K | 0.00% | −52,341−81.2% | Reduced |
| State Board of Administration of Florida Retirement System | 12,190 | $224.3K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 12,810 | $235.7K | 0.00% | −115−0.9% | Reduced |
| Kings Path Partners LLC | 13,760 | $253.2K | 0.12% | −8,665−38.6% | Reduced |
| Oppenheimer Asset Management Inc. | 14,868 | $273.6K | 0.00% | −1,528−9.3% | Reduced |
| Arizona State Retirement System | 15,184 | $279.4K | 0.00% | +436+3.0% | Added |
| Voya Investment Management LLC | 15,224 | $280.1K | 0.00% | −1,671−9.9% | Reduced |
| LPL Financial LLC | 15,311 | $281.7K | 0.00% | −39,606−72.1% | Reduced |
| Dark Forest Capital Management LP | 15,660 | $288.1K | 0.01% | −15,636−50.0% | Reduced |
| Mariner, LLC | 16,913 | $311.2K | 0.00% | −441−2.5% | Reduced |
| State of Wyoming | 17,258 | $317.5K | 0.04% | +8,403+94.9% | Added |
| Schonfeld Strategic Advisors LLC | 18,358 | $337.8K | 0.00% | −31,642−63.3% | Reduced |
| US Bancorp | 18,623 | $342.7K | 0.00% | +1,021+5.8% | Added |
| Nebula Research & Development LLC | 19,380 | $356.6K | 0.03% | −25,209−56.5% | Reduced |
| Creative Planning | 20,955 | $385.6K | 0.00% | −2,085−9.0% | Reduced |
| Bleakley Financial Group, LLC | 21,433 | $394.4K | 0.01% | −708−3.2% | Reduced |
| XTX Topco Ltd | 21,683 | $399.0K | 0.02% | −5,314−19.7% | Reduced |
| Price T Rowe Associates Inc | 22,450 | $414.0K | 0.00% | +2,048+10.0% | Added |
| Janus Henderson Group PLC | 22,594 | $416.6K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 23,435 | $431.2K | 0.00% | +10,350+79.1% | Added |
| Atomi Financial Group, Inc. | 23,551 | $433.3K | 0.02% | +23,551 | New |
| Wescott Financial Advisory Group, LLC | 25,097 | $461.8K | 0.05% | +87+0.3% | Added |
| Corebridge Financial, Inc. | 25,341 | $466.3K | 0.00% | −377−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 26,148 | $481.1K | 0.00% | +8,824+50.9% | Added |
| Manufacturers Life Insurance Company, The | 26,312 | $484.1K | 0.00% | +7,519+40.0% | Added |
| Envestnet Asset Management Inc | 29,466 | $542.2K | 0.00% | +4,508+18.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 30,745 | $565.7K | 0.00% | +1,342+4.6% | Added |
| Kennedy Capital Management, Inc. | 31,857 | $586.2K | 0.01% | +10,687+50.5% | Added |
| MetLife Investment Management | 31,916 | $587.3K | 0.00% | −564−1.7% | Reduced |
| Jefferies Financial Group Inc. | 31,996 | $588.7K | 0.01% | +31,996 | New |
| Harbor Capital Advisors, Inc. | 32,823 | $604.0K | 0.03% | −16,392−33.3% | Reduced |
| STRS Ohio | 32,900 | $605.4K | 0.00% | +2,200+7.2% | Added |
| Banque Pictet & Cie SA | 32,905 | $605.5K | 0.01% | +32,905 | New |
| Jump Financial, LLC | 33,926 | $624.2K | 0.01% | +424+1.3% | Added |
| Globeflex Capital L P | 40,307 | $741.6K | 0.07% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 40,411 | $743.0K | 0.11% | +24,291+150.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 40,629 | $747.6K | 0.00% | +40,629 | New |
| Intech Investment Management LLC | 41,317 | $760.2K | 0.01% | +17,802+75.7% | Added |
| Citigroup Inc | 43,853 | $806.9K | 0.00% | −120−0.3% | Reduced |
| Millennium Management LLC | 46,207 | $850.2K | 0.00% | −133,824−74.3% | Reduced |
| Legal & General Group Plc | 48,181 | $886.5K | 0.00% | −39−0.1% | Reduced |
| Alliancebernstein L.P. | 50,090 | $921.7K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 52,928 | $973.9K | 0.01% | +12,869+32.1% | Added |
| Interval Partners, LP | 56,220 | $1.03M | 0.04% | −122,382−68.5% | Reduced |
| Martingale Asset Management L P | 57,427 | $1.06M | 0.03% | +8,473+17.3% | Added |
| California State Teachers Retirement System | 58,587 | $1.08M | 0.00% | +10,975+23.1% | Added |
| Aquatic Capital Management LLC | 59,853 | $1.10M | 0.03% | +21,858+57.5% | Added |
| Bryce Point Capital, LLC | 51,695 | $1.14M | 0.86% | +51,695 | New |