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, Q2 2025
Institutional positions in Perella Weinberg Partners as of Jun 30, 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
- 168
- −4 vs. Q1 2025
- Shares held
- 62.4M
- +6.80M (+12.2%) vs. Q1 2025
- Total value
- $1.21B
- +$188.5M (+18.4%) vs. Q1 2025
- New holders
- 30
- 88 more added
- Sold out
- 34
- 36 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 8,506,941 | $165.2M | 0.01% | +242,437+2.9% | Added |
| BlackRock, Inc. | 4,644,374 | $90.2M | 0.00% | +368,154+8.6% | Added |
| Wellington Management Group LLP | 4,352,753 | $84.5M | 0.02% | +1,343,269+44.6% | Added |
| Vanguard Group Inc | 3,534,004 | $68.6M | 0.00% | +383,384+12.2% | Added |
| Adage Capital Partners GP, L.L.C. | 3,136,484 | $60.9M | 0.10% | +1,328,312+73.5% | Added |
| William Blair Investment Management, LLC | 2,268,265 | $44.0M | 0.12% | +934,382+70.0% | Added |
| State Street Corp | 1,681,260 | $32.7M | 0.00% | +115,879+7.4% | Added |
| Ameriprise Financial Inc | 1,575,063 | $30.6M | 0.01% | +698,021+79.6% | Added |
| Geode Capital Management, LLC | 1,490,650 | $29.0M | 0.00% | +146,352+10.9% | Added |
| Westwood Holdings Group Inc. | 1,442,796 | $28.0M | 0.20% | +1,442,796 | New |
| Goldman Sachs Group Inc | 1,436,445 | $27.9M | 0.00% | +221,988+18.3% | Added |
| Walleye Capital LLC | 1,372,866 | $26.7M | 0.25% | +621,570+82.7% | Added |
| Azora Capital LP | 1,344,347 | $26.1M | 1.18% | −477,518−26.2% | Reduced |
| Wasatch Advisors Inc | 1,321,569 | $25.7M | 0.13% | +81,868+6.6% | Added |
| Basswood Capital Management, L.L.C. | 1,263,220 | $24.5M | 1.22% | +468,511+59.0% | Added |
| Schroder Investment Management Group | 1,196,094 | $23.2M | 0.02% | −104,324−8.0% | Reduced |
| Franklin Resources Inc | 1,157,653 | $22.5M | 0.01% | +236,637+25.7% | Added |
| Macquarie Group Ltd | 1,151,956 | $22.4M | 0.03% | +30,697+2.7% | Added |
| Royce & Associates LP | 928,393 | $18.0M | 0.19% | −170,761−15.5% | Reduced |
| Raymond James Financial Inc | 918,340 | $17.8M | 0.01% | +38,595+4.4% | Added |
| Bank of America Corp | 906,775 | $17.6M | 0.00% | −52,298−5.5% | Reduced |
| GW&K Investment Management, LLC | 832,688 | $16.2M | 0.14% | −73,898−8.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 644,355 | $12.5M | 1.51% | +51,802+8.7% | Added |
| Morgan Stanley | 618,449 | $12.0M | 0.00% | +82,136+15.3% | Added |
| Boston Partners | 586,419 | $11.4M | 0.01% | +96,300+19.6% | Added |
| Penn Capital Management Co Inc | 582,810 | $11.3M | 0.98% | +55,100+10.4% | Added |
| Emerald Advisers, LLC | 568,206 | $11.0M | 0.40% | +164,926+40.9% | Added |
| State of Wisconsin Investment Board | 551,085 | $10.7M | 0.03% | −17,526−3.1% | Reduced |
| Russell Investments Group, Ltd. | 544,836 | $10.6M | 0.01% | −53,248−8.9% | Reduced |
| Algert Global LLC | 541,258 | $10.5M | 0.22% | +107,085+24.7% | Added |
| Northern Trust Corp | 512,510 | $9.95M | 0.00% | +30,428+6.3% | Added |
| Charles Schwab Investment Management Inc | 512,292 | $9.95M | 0.00% | +50,619+11.0% | Added |
| Voloridge Investment Management, LLC | 509,138 | $9.89M | 0.04% | +210,468+70.5% | Added |
| Loomis Sayles & Co L P | 502,347 | $9.76M | 0.01% | +171,844+52.0% | Added |
| Silvercrest Asset Management Group LLC | 439,918 | $8.54M | 0.06% | +246,487+127.4% | Added |
| Ceredex Value Advisors LLC | 428,541 | $8.32M | 0.18% | +79,263+22.7% | Added |
| First Eagle Investment Management, LLC | 406,078 | $7.89M | 0.02% | +21,000+5.5% | Added |
| Jacobs Levy Equity Management, Inc | 399,954 | $7.77M | 0.03% | −17,771−4.3% | Reduced |
| New York State Common Retirement Fund | 396,156 | $7.69M | 0.01% | −453,434−53.4% | Reduced |
| Pier Capital, LLC | 394,128 | $7.65M | 1.17% | +394,128 | New |
| Emerald Mutual Fund Advisers Trust | 367,163 | $7.13M | 0.43% | +160,737+77.9% | Added |
| Portolan Capital Management, LLC | 352,886 | $6.85M | 0.43% | +352,886 | New |
| Barclays PLC | 250,148 | $4.86M | 0.00% | +7,377+3.0% | Added |
| Deutsche Bank AG | 249,132 | $4.84M | 0.00% | +97,537+64.3% | Added |
| Ranger Investment Management, L.P. | 247,475 | $4.81M | 0.34% | +19,195+8.4% | Added |
| UBS Group AG | 247,237 | $4.80M | 0.00% | +122,035+97.5% | Added |
| Qube Research & Technologies Ltd | 239,035 | $4.64M | 0.01% | −60,820−20.3% | Reduced |
| Bank of New York Mellon Corp | 232,653 | $4.52M | 0.00% | +36,364+18.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 231,590 | $4.50M | 0.01% | −35,600−13.3% | Reduced |
| Renaissance Technologies LLC | 213,600 | $4.15M | 0.01% | −37,700−15.0% | Reduced |
| Ancora Advisors, LLC | 209,756 | $4.07M | 0.08% | +1,790+0.9% | Added |
| BNP Paribas Arbitrage, SA | 200,262 | $3.89M | 0.00% | +174,114+665.9% | Added |
| Boothbay Fund Management, LLC | 200,000 | $3.88M | 0.12% | +128,762+180.7% | Added |
| Canada Pension Plan Investment Board | 195,900 | $3.80M | 0.00% | +195,900 | New |
| Dimensional Fund Advisors LP | 155,759 | $3.03M | 0.00% | +143,648+1,186.1% | Added |
| First Trust Advisors LP | 145,965 | $2.83M | 0.00% | +145,965 | New |
| Nuveen, LLC | 128,672 | $2.50M | 0.00% | +8,124+6.7% | Added |
| UBS Asset Management Americas Inc | 121,526 | $2.36M | 0.00% | +41,899+52.6% | Added |
| ExodusPoint Capital Management, LP | 118,165 | $2.29M | 0.03% | +48,416+69.4% | Added |
| Swiss National Bank | 112,800 | $2.19M | 0.00% | +10,200+9.9% | Added |
| Aquatic Capital Management LLC | 111,439 | $2.16M | 0.04% | +51,586+86.2% | Added |
| Susquehanna International Group, LLP | 108,824 | $2.11M | 0.00% | +18,581+20.6% | Added |
| Trexquant Investment LP | 95,468 | $1.85M | 0.02% | −3,733−3.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 88,539 | $1.72M | 0.04% | +88,539 | New |
| Rhumbline Advisers | 81,588 | $1.58M | 0.00% | +8,787+12.1% | Added |
| Private Advisor Group, LLC | 71,236 | $1.38M | 0.01% | +271+0.4% | Added |
| SEI Investments Co | 70,940 | $1.38M | 0.00% | −502−0.7% | Reduced |
| Wells Fargo & Company | 70,820 | $1.38M | 0.00% | +6,328+9.8% | Added |
| Teachers Retirement System of the State of Kentucky | 63,729 | $1.24M | 0.01% | +63,729 | New |
| Invesco Ltd. | 61,880 | $1.20M | 0.00% | −2,962−4.6% | Reduced |
| Legal & General Group Plc | 59,874 | $1.16M | 0.00% | +11,693+24.3% | Added |
| California State Teachers Retirement System | 58,587 | $1.14M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 58,060 | $1.13M | 0.03% | +633+1.1% | Added |
| XTX Topco Ltd | 57,693 | $1.12M | 0.05% | +36,010+166.1% | Added |
| SG Americas Securities, LLC | 54,988 | $1.07M | 0.00% | +47,496+634.0% | Added |
| Quest Partners LLC | 54,516 | $1.06M | 0.10% | +54,514+2,725,700.0% | Added |
| Public Employees Retirement System of Ohio | 52,841 | $1.03M | 0.00% | +52,841 | New |
| Alliancebernstein L.P. | 50,090 | $972.7K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 44,886 | $871.7K | 0.00% | +44,886 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 42,145 | $818.5K | 0.00% | +1,516+3.7% | Added |
| Two Sigma Investments, LP | 41,196 | $800.0K | 0.00% | −216,029−84.0% | Reduced |
| Globeflex Capital L P | 40,307 | $782.8K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 37,883 | $735.7K | 0.00% | +16,928+80.8% | Added |
| Mangrove Partners | 37,279 | $724.0K | 0.08% | +37,279 | New |
| MetLife Investment Management | 36,814 | $714.9K | 0.00% | +4,898+15.3% | Added |
| Verition Fund Management LLC | 34,900 | $677.8K | 0.00% | +34,900 | New |
| Kennedy Capital Management, Inc. | 34,839 | $676.6K | 0.02% | +2,982+9.4% | Added |
| Voleon Capital Management LP | 34,404 | $668.1K | 0.04% | +34,404 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 33,410 | $648.8K | 0.00% | +2,665+8.7% | Added |
| Harbor Capital Advisors, Inc. | 32,999 | $641.0K | 0.03% | +176+0.5% | Added |
| JPMorgan Chase & Co | 32,684 | $634.7K | 0.00% | −163,769−83.4% | Reduced |
| Quantbot Technologies LP | 31,678 | $615.2K | 0.02% | −44,233−58.3% | Reduced |
| Citigroup Inc | 31,436 | $610.5K | 0.00% | −12,417−28.3% | Reduced |
| Versor Investments LP | 31,100 | $604.0K | 0.11% | +31,100 | New |
| Man Group plc | 30,984 | $601.7K | 0.00% | +30,984 | New |
| Price T Rowe Associates Inc | 30,446 | $592.0K | 0.00% | +7,996+35.6% | Added |
| AQR Capital Management LLC | 30,421 | $590.8K | 0.00% | +6,986+29.8% | Added |
| Manufacturers Life Insurance Company, The | 30,000 | $582.6K | 0.00% | +3,688+14.0% | Added |
| Wescott Financial Advisory Group, LLC | 25,196 | $489.3K | 0.05% | +99+0.4% | Added |
| Envestnet Asset Management Inc | 23,664 | $459.6K | 0.00% | −5,802−19.7% | Reduced |