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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 64,492 | $1.19M | 0.00% | +1,769+2.8% | Added |
| Invesco Ltd. | 64,842 | $1.19M | 0.00% | −198,897−75.4% | Reduced |
| ExodusPoint Capital Management, LP | 69,749 | $1.28M | 0.02% | −408,121−85.4% | Reduced |
| Private Advisor Group, LLC | 70,965 | $1.31M | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 71,238 | $1.31M | 0.05% | −48,762−40.6% | Reduced |
| SEI Investments Co | 71,442 | $1.31M | 0.00% | −4,616−6.1% | Reduced |
| Rhumbline Advisers | 72,801 | $1.34M | 0.00% | +1,940+2.7% | Added |
| Cubist Systematic Strategies, LLC | 73,030 | $1.34M | 0.02% | +26,163+55.8% | Added |
| Quantbot Technologies LP | 75,911 | $1.40M | 0.04% | −2,711−3.4% | Reduced |
| UBS Asset Management Americas Inc | 79,627 | $1.47M | 0.00% | −12,271−13.4% | Reduced |
| Susquehanna International Group, LLP | 90,243 | $1.66M | 0.00% | +57,006+171.5% | Added |
| Trexquant Investment LP | 99,201 | $1.83M | 0.02% | −44,149−30.8% | Reduced |
| Swiss National Bank | 102,600 | $1.89M | 0.00% | +2,600+2.6% | Added |
| Citadel Advisors LLC | 110,292 | $2.03M | 0.00% | +8,573+8.4% | Added |
| Nuveen, LLC | 120,548 | $2.22M | 0.00% | +120,548 | New |
| UBS Group AG | 125,202 | $2.30M | 0.00% | +47,865+61.9% | Added |
| Jane Street Group, LLC | 140,069 | $2.58M | 0.00% | +140,069 | New |
| Deutsche Bank AG | 151,595 | $2.79M | 0.00% | +106,416+235.5% | Added |
| Lighthouse Investment Partners, LLC | 155,488 | $2.86M | 0.13% | +155,488 | New |
| Silvercrest Asset Management Group LLC | 193,431 | $3.56M | 0.03% | +193,431 | New |
| Bank of New York Mellon Corp | 196,289 | $3.61M | 0.00% | +5,736+3.0% | Added |
| JPMorgan Chase & Co | 196,453 | $3.61M | 0.00% | −37,298−16.0% | Reduced |
| Clark Capital Management Group, Inc. | 203,941 | $3.75M | 0.03% | +29,438+16.9% | Added |
| Emerald Mutual Fund Advisers Trust | 206,426 | $3.80M | 0.27% | +206,426 | New |
| Ancora Advisors, LLC | 207,966 | $3.83M | 0.09% | +4,520+2.2% | Added |
| Ranger Investment Management, L.P. | 228,280 | $4.20M | 0.30% | −1,845−0.8% | Reduced |
| Two Sigma Advisers, LP | 238,100 | $4.38M | 0.01% | +66,900+39.1% | Added |
| Barclays PLC | 242,771 | $4.47M | 0.00% | +40,254+19.9% | Added |
| Driehaus Capital Management LLC | 247,872 | $4.56M | 0.04% | −396,213−61.5% | Reduced |
| Renaissance Technologies LLC | 251,300 | $4.62M | 0.01% | −1,600−0.6% | Reduced |
| Two Sigma Investments, LP | 257,225 | $4.73M | 0.01% | −23,628−8.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 267,190 | $4.92M | 0.02% | −548,580−67.2% | Reduced |
| Voloridge Investment Management, LLC | 298,670 | $5.50M | 0.02% | +16,468+5.8% | Added |
| Qube Research & Technologies Ltd | 299,855 | $5.52M | 0.01% | +67,509+29.1% | Added |
| Loomis Sayles & Co L P | 330,503 | $6.08M | 0.01% | +330,503 | New |
| Ceredex Value Advisors LLC | 349,278 | $6.43M | 0.14% | +2,654+0.8% | Added |
| First Eagle Investment Management, LLC | 385,078 | $7.09M | 0.01% | −94,200−19.7% | Reduced |
| Emerald Advisers, LLC | 403,280 | $7.42M | 0.33% | +403,280 | New |
| Jacobs Levy Equity Management, Inc | 417,725 | $7.69M | 0.03% | −161,037−27.8% | Reduced |
| Balyasny Asset Management LLC | 423,068 | $7.78M | 0.02% | +223,345+111.8% | Added |
| Algert Global LLC | 434,173 | $7.99M | 0.20% | +57,609+15.3% | Added |
| Charles Schwab Investment Management Inc | 461,673 | $8.49M | 0.00% | +3,914+0.9% | Added |
| Northern Trust Corp | 482,082 | $8.87M | 0.00% | −7,882−1.6% | Reduced |
| Boston Partners | 490,119 | $9.02M | 0.01% | +153,806+45.7% | Added |
| Penn Capital Management Co Inc | 527,710 | $9.72M | 0.95% | +527,710 | New |
| Morgan Stanley | 536,313 | $9.87M | 0.00% | +146,794+37.7% | Added |
| State of Wisconsin Investment Board | 568,611 | $10.5M | 0.03% | +358+0.1% | Added |
| Grandeur Peak Global Advisors, LLC | 592,553 | $10.9M | 1.21% | −20,589−3.4% | Reduced |
| Russell Investments Group, Ltd. | 598,084 | $11.0M | 0.02% | −63,380−9.6% | Reduced |
| Walleye Capital LLC | 751,296 | $13.8M | 0.15% | +318,971+73.8% | Added |
| Basswood Capital Management, L.L.C. | 794,709 | $14.6M | 0.82% | +143,781+22.1% | Added |
| New York State Common Retirement Fund | 849,590 | $15.6M | 0.02% | +680,563+402.6% | Added |
| Ameriprise Financial Inc | 877,042 | $16.1M | 0.00% | +57,812+7.1% | Added |
| Raymond James Financial Inc | 879,745 | $16.2M | 0.01% | +104,035+13.4% | Added |
| GW&K Investment Management, LLC | 906,586 | $16.7M | 0.15% | −30,030−3.2% | Reduced |
| Franklin Resources Inc | 921,016 | $16.9M | 0.00% | +351,119+61.6% | Added |
| Bank of America Corp | 959,073 | $17.6M | 0.00% | +286,592+42.6% | Added |
| Royce & Associates LP | 1,099,154 | $20.2M | 0.22% | +39,096+3.7% | Added |
| Macquarie Group Ltd | 1,121,259 | $20.6M | 0.03% | +133,116+13.5% | Added |
| Goldman Sachs Group Inc | 1,214,457 | $22.3M | 0.00% | −129,444−9.6% | Reduced |
| Wasatch Advisors Inc | 1,239,701 | $22.8M | 0.13% | +60,278+5.1% | Added |
| Schroder Investment Management Group | 1,300,418 | $24.0M | 0.02% | +127,678+10.9% | Added |
| William Blair Investment Management, LLC | 1,333,883 | $24.5M | 0.07% | +97,313+7.9% | Added |
| Geode Capital Management, LLC | 1,344,298 | $24.7M | 0.00% | +62,329+4.9% | Added |
| State Street Corp | 1,565,381 | $28.8M | 0.00% | +196,313+14.3% | Added |
| Adage Capital Partners GP, L.L.C. | 1,808,172 | $33.3M | 0.06% | +1,002,387+124.4% | Added |
| Azora Capital LP | 1,821,865 | $33.5M | 2.28% | −670,924−26.9% | Reduced |
| Channing Capital Management, LLC | 2,142,888 | $39.4M | 1.19% | +1,463,083+215.2% | Added |
| Wellington Management Group LLP | 3,009,484 | $55.4M | 0.01% | +1,692,922+128.6% | Added |
| Vanguard Group Inc | 3,150,620 | $58.0M | 0.00% | −13,224−0.4% | Reduced |
| BlackRock, Inc. | 4,276,220 | $78.7M | 0.00% | −33,911−0.8% | Reduced |
| FMR LLC | 8,264,504 | $152.1M | 0.01% | +82,563+1.0% | Added |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −2,112,393−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −372,526−100.0% | Sold out |
| No Street GP LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −204,598−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −160,430−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −122,541−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −96,184−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −93,601−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −49,200−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −41,110−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −24,979−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −23,901−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −19,628−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −16,971−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,461−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,046−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −11,881−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,689−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |