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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $0 | 0.00% | +31 | New |
| Allworth Financial LP | 2 | $39 | 0.00% | −40−95.2% | Reduced |
| Essential Partners LLC | 2 | $39 | 0.00% | +2 | New |
| Massmutual Trust Co FSB | 6 | $117 | 0.00% | +6 | New |
| Larson Financial Group LLC | 12 | $233 | 0.00% | −129−91.5% | Reduced |
| Skopos Labs, Inc. | 27 | $525 | 0.00% | −15−35.7% | Reduced |
| Farther Finance Advisors, LLC | 28 | $544 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $621 | 0.00% | +32 | New |
| Smartleaf Asset Management LLC | 32 | $636 | 0.00% | −538−94.4% | Reduced |
| True Wealth Design, LLC | 37 | $719 | 0.00% | +21+131.3% | Added |
| MAI Capital Management | 51 | $991 | 0.00% | +51 | New |
| SRS Capital Advisors, Inc. | 55 | $1.07K | 0.00% | −189−77.5% | Reduced |
| Family Legacy Financial Solutions, LLC | 64 | $1.24K | 0.00% | +64 | New |
| Wolff Wiese Magana LLC | 70 | $1.36K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 82 | $1.59K | 0.00% | +49+148.5% | Added |
| Park Square Financial Group, LLC | 94 | $1.82K | 0.00% | +94 | New |
| Caitong International Asset Management Co., Ltd | 110 | $2.14K | 0.00% | +110 | New |
| Aster Capital Management (DIFC) Ltd | 114 | $2.21K | 0.00% | +114 | New |
| Sterling Capital Management LLC | 147 | $2.85K | 0.00% | +93+172.2% | Added |
| Rothschild Investment LLC | 155 | $3.01K | 0.00% | +135+675.0% | Added |
| Parallel Advisors, LLC | 182 | $3.53K | 0.00% | −40−18.0% | Reduced |
| Signaturefd, LLC | 182 | $3.53K | 0.00% | +72+65.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 266 | $5.00K | 0.00% | +266 | New |
| Clearstead Advisors, LLC | 291 | $5.65K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $5.98K | 0.00% | 0 | Unchanged |
| GAMMA Investing LLC | 411 | $7.98K | 0.00% | +203+97.6% | Added |
| First Horizon Advisors, Inc. | 415 | $8.06K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 695 | $13.5K | 0.00% | +615+768.8% | Added |
| Comerica Bank | 767 | $14.9K | 0.00% | +44+6.1% | Added |
| EverSource Wealth Advisors, LLC | 780 | $15.1K | 0.00% | +780 | New |
| Versant Capital Management, Inc | 1,205 | $23.4K | 0.00% | −519−30.1% | Reduced |
| Assetmark, Inc | 1,441 | $28.0K | 0.00% | +31+2.2% | Added |
| Cubist Systematic Strategies, LLC | 1,588 | $30.8K | 0.00% | −71,442−97.8% | Reduced |
| Amalgamated Bank | 1,791 | $35.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,936 | $76.0K | 0.00% | +2,436+162.4% | Added |
| New York State Teachers Retirement System | 4,724 | $92.0K | 0.00% | +4,724 | New |
| Tower Research Capital LLC (TRC) | 5,151 | $100.0K | 0.00% | +4,232+460.5% | Added |
| The PNC Financial Services Group, Inc. | 6,085 | $118.2K | 0.00% | +371+6.5% | Added |
| Ameritas Investment Partners, Inc. | 6,225 | $120.9K | 0.00% | +1,075+20.9% | Added |
| Teacher Retirement System of Texas | 10,155 | $197.2K | 0.00% | +10,155 | New |
| Two Sigma Advisers, LP | 10,700 | $207.8K | 0.00% | −227,400−95.5% | Reduced |
| Nebula Research & Development LLC | 11,029 | $214.2K | 0.02% | −8,351−43.1% | Reduced |
| State Board of Administration of Florida Retirement System | 12,190 | $236.7K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,502 | $242.8K | 0.00% | +1,303+11.6% | Added |
| Commerce Bank | 12,810 | $248.8K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 13,760 | $267.2K | 0.11% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 13,999 | $271.9K | 0.02% | +5,891+72.7% | Added |
| KLP Kapitalforvaltning AS | 14,200 | $275.8K | 0.00% | +3,800+36.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,219 | $276.1K | 0.00% | +2,436+20.7% | Added |
| Gsa Capital Partners LLP | 14,327 | $278.0K | 0.02% | +14,327 | New |
| Oppenheimer Asset Management Inc. | 14,503 | $281.6K | 0.00% | −365−2.5% | Reduced |
| LPL Financial LLC | 14,593 | $283.4K | 0.00% | −718−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 15,403 | $284.0K | 0.00% | +14,903+2,980.6% | Added |
| Mariner, LLC | 16,325 | $317.0K | 0.00% | −588−3.5% | Reduced |
| Arizona State Retirement System | 17,231 | $334.6K | 0.00% | +2,047+13.5% | Added |
| Voya Investment Management LLC | 17,625 | $342.3K | 0.00% | +2,401+15.8% | Added |
| Dynamic Technology Lab Private Ltd | 18,267 | $355.0K | 0.05% | −22,144−54.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,498 | $398.1K | 0.00% | +8,577+71.9% | Added |
| US Bancorp | 21,463 | $416.8K | 0.00% | +2,840+15.2% | Added |
| Bleakley Financial Group, LLC | 21,543 | $418.4K | 0.01% | +110+0.5% | Added |
| D. E. Shaw & Co., Inc. | 21,815 | $423.6K | 0.00% | +21,815 | New |
| State of Wyoming | 22,254 | $432.2K | 0.05% | +4,996+28.9% | Added |
| Janus Henderson Group PLC | 22,594 | $438.3K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 22,729 | $441.4K | 0.00% | −18,588−45.0% | Reduced |
| Point72 Asset Management, L.P. | 22,729 | $441.4K | 0.00% | +22,729 | New |
| Royal Bank of Canada | 22,888 | $445.0K | 0.00% | +22,175+3,110.1% | Added |
| Atomi Financial Group, Inc. | 23,536 | $457.1K | 0.02% | −15−0.1% | Reduced |
| Envestnet Asset Management Inc | 23,664 | $459.6K | 0.00% | −5,802−19.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 25,196 | $489.3K | 0.05% | +99+0.4% | Added |
| Manufacturers Life Insurance Company, The | 30,000 | $582.6K | 0.00% | +3,688+14.0% | Added |
| AQR Capital Management LLC | 30,421 | $590.8K | 0.00% | +6,986+29.8% | Added |
| Price T Rowe Associates Inc | 30,446 | $592.0K | 0.00% | +7,996+35.6% | Added |
| Man Group plc | 30,984 | $601.7K | 0.00% | +30,984 | New |
| Versor Investments LP | 31,100 | $604.0K | 0.11% | +31,100 | New |
| Citigroup Inc | 31,436 | $610.5K | 0.00% | −12,417−28.3% | Reduced |
| Quantbot Technologies LP | 31,678 | $615.2K | 0.02% | −44,233−58.3% | Reduced |
| JPMorgan Chase & Co | 32,684 | $634.7K | 0.00% | −163,769−83.4% | Reduced |
| Harbor Capital Advisors, Inc. | 32,999 | $641.0K | 0.03% | +176+0.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 33,410 | $648.8K | 0.00% | +2,665+8.7% | Added |
| Voleon Capital Management LP | 34,404 | $668.1K | 0.04% | +34,404 | New |
| Kennedy Capital Management, Inc. | 34,839 | $676.6K | 0.02% | +2,982+9.4% | Added |
| Verition Fund Management LLC | 34,900 | $677.8K | 0.00% | +34,900 | New |
| MetLife Investment Management | 36,814 | $714.9K | 0.00% | +4,898+15.3% | Added |
| Mangrove Partners | 37,279 | $724.0K | 0.08% | +37,279 | New |
| Creative Planning | 37,883 | $735.7K | 0.00% | +16,928+80.8% | Added |
| Globeflex Capital L P | 40,307 | $782.8K | 0.06% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 41,196 | $800.0K | 0.00% | −216,029−84.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 42,145 | $818.5K | 0.00% | +1,516+3.7% | Added |
| Squarepoint Ops LLC | 44,886 | $871.7K | 0.00% | +44,886 | New |
| Alliancebernstein L.P. | 50,090 | $972.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 52,841 | $1.03M | 0.00% | +52,841 | New |
| Quest Partners LLC | 54,516 | $1.06M | 0.10% | +54,514+2,725,700.0% | Added |
| SG Americas Securities, LLC | 54,988 | $1.07M | 0.00% | +47,496+634.0% | Added |
| XTX Topco Ltd | 57,693 | $1.12M | 0.05% | +36,010+166.1% | Added |
| Martingale Asset Management L P | 58,060 | $1.13M | 0.03% | +633+1.1% | Added |
| California State Teachers Retirement System | 58,587 | $1.14M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 59,874 | $1.16M | 0.00% | +11,693+24.3% | Added |
| Invesco Ltd. | 61,880 | $1.20M | 0.00% | −2,962−4.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 63,729 | $1.24M | 0.01% | +63,729 | New |