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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 23,435 | $431.2K | 0.00% | +10,350+79.1% | Added |
| Janus Henderson Group PLC | 22,594 | $416.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 22,450 | $414.0K | 0.00% | +2,048+10.0% | Added |
| XTX Topco Ltd | 21,683 | $399.0K | 0.02% | −5,314−19.7% | Reduced |
| Bleakley Financial Group, LLC | 21,433 | $394.4K | 0.01% | −708−3.2% | Reduced |
| Creative Planning | 20,955 | $385.6K | 0.00% | −2,085−9.0% | Reduced |
| Nebula Research & Development LLC | 19,380 | $356.6K | 0.03% | −25,209−56.5% | Reduced |
| US Bancorp | 18,623 | $342.7K | 0.00% | +1,021+5.8% | Added |
| Schonfeld Strategic Advisors LLC | 18,358 | $337.8K | 0.00% | −31,642−63.3% | Reduced |
| State of Wyoming | 17,258 | $317.5K | 0.04% | +8,403+94.9% | Added |
| Mariner, LLC | 16,913 | $311.2K | 0.00% | −441−2.5% | Reduced |
| Dark Forest Capital Management LP | 15,660 | $288.1K | 0.01% | −15,636−50.0% | Reduced |
| LPL Financial LLC | 15,311 | $281.7K | 0.00% | −39,606−72.1% | Reduced |
| Voya Investment Management LLC | 15,224 | $280.1K | 0.00% | −1,671−9.9% | Reduced |
| Arizona State Retirement System | 15,184 | $279.4K | 0.00% | +436+3.0% | Added |
| Oppenheimer Asset Management Inc. | 14,868 | $273.6K | 0.00% | −1,528−9.3% | Reduced |
| Kings Path Partners LLC | 13,760 | $253.2K | 0.12% | −8,665−38.6% | Reduced |
| Commerce Bank | 12,810 | $235.7K | 0.00% | −115−0.9% | Reduced |
| State Board of Administration of Florida Retirement System | 12,190 | $224.3K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 12,111 | $222.8K | 0.00% | −52,341−81.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,921 | $219.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 11,783 | $216.8K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 11,478 | $211.2K | 0.00% | +11,478 | New |
| ProShare Advisors LLC | 11,199 | $206.1K | 0.00% | −3,369−23.1% | Reduced |
| Captrust Financial Advisors | 10,849 | $199.6K | 0.00% | +455+4.4% | Added |
| KLP Kapitalforvaltning AS | 10,400 | $191.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 8,108 | $149.2K | 0.01% | +580+7.7% | Added |
| SG Americas Securities, LLC | 7,492 | $138.0K | 0.00% | −18,904−71.6% | Reduced |
| Picton Mahoney Asset Management | 6,415 | $118.0K | 0.00% | +6,415 | New |
| The PNC Financial Services Group, Inc. | 5,714 | $105.1K | 0.00% | −213−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,150 | $94.8K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,180 | $40.0K | 0.00% | +2,180 | New |
| Amalgamated Bank | 1,791 | $33.0K | 0.00% | +354+24.6% | Added |
| Coldstream Capital Management Inc | 1,788 | $32.9K | 0.00% | +1,788 | New |
| Versant Capital Management, Inc | 1,724 | $31.7K | 0.01% | +1,724 | New |
| CWM, LLC | 1,500 | $28.0K | 0.00% | +380+33.9% | Added |
| Quadrant Capital Group LLC | 1,510 | $27.8K | 0.00% | −30−1.9% | Reduced |
| Assetmark, Inc | 1,410 | $25.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,045 | $19.2K | 0.00% | +1,045 | New |
| Principal Securities, Inc. | 724 | $17.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 919 | $16.9K | 0.00% | −9,431−91.1% | Reduced |
| Comerica Bank | 723 | $13.3K | 0.00% | +269+59.3% | Added |
| Royal Bank of Canada | 713 | $13.0K | 0.00% | −24,493−97.2% | Reduced |
| Smartleaf Asset Management LLC | 570 | $10.5K | 0.00% | −85−13.0% | Reduced |
| Advisor Group Holdings, Inc. | 500 | $9.20K | 0.00% | −2,997−85.7% | Reduced |
| First Horizon Advisors, Inc. | 415 | $7.64K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 361 | $6.64K | 0.01% | −2−0.6% | Reduced |
| Clearstead Advisors, LLC | 291 | $5.36K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 244 | $4.49K | 0.00% | −350−58.9% | Reduced |
| Parallel Advisors, LLC | 222 | $4.08K | 0.00% | +40+22.0% | Added |
| GAMMA Investing LLC | 208 | $3.83K | 0.00% | +55+35.9% | Added |
| Hexagon Capital Partners LLC | 193 | $3.55K | 0.00% | +193 | New |
| Mather Group, LLC. | 147 | $2.71K | 0.00% | +147 | New |
| Larson Financial Group LLC | 141 | $2.59K | 0.00% | −206−59.4% | Reduced |
| Signaturefd, LLC | 110 | $2.02K | 0.00% | −31−22.0% | Reduced |
| Nisa Investment Advisors, LLC | 80 | $1.47K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 70 | $1.29K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 82 | $1.27K | 0.00% | +82 | New |
| CoreCap Advisors, LLC | 60 | $1.10K | 0.00% | +35+140.0% | Added |
| Sterling Capital Management LLC | 54 | $994 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $920 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 42 | $773 | 0.00% | +42 | New |
| Allworth Financial LP | 42 | $707 | 0.00% | +23+121.1% | Added |
| Fifth Third Bancorp | 33 | $607 | 0.00% | −31−48.4% | Reduced |
| Farther Finance Advisors, LLC | 28 | $518 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $368 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $295 | 0.00% | +16 | New |
| IFP Advisors, Inc | 0 | $258 | 0.00% | 0 | Unchanged |
| Quest Partners LLC | 2 | $37 | 0.00% | −28,409−100.0% | Reduced |
| Amundi | 2 | $34 | 0.00% | −26−92.9% | Reduced |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 51 | $0 | 0.00% | +51 | New |
| 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 |