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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 70,820 | $1.38M | 0.00% | +6,328+9.8% | Added |
| SEI Investments Co | 70,940 | $1.38M | 0.00% | −502−0.7% | Reduced |
| Private Advisor Group, LLC | 71,236 | $1.38M | 0.01% | +271+0.4% | Added |
| Rhumbline Advisers | 81,588 | $1.58M | 0.00% | +8,787+12.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 88,539 | $1.72M | 0.04% | +88,539 | New |
| Trexquant Investment LP | 95,468 | $1.85M | 0.02% | −3,733−3.8% | Reduced |
| Susquehanna International Group, LLP | 108,824 | $2.11M | 0.00% | +18,581+20.6% | Added |
| Aquatic Capital Management LLC | 111,439 | $2.16M | 0.04% | +51,586+86.2% | Added |
| Swiss National Bank | 112,800 | $2.19M | 0.00% | +10,200+9.9% | Added |
| ExodusPoint Capital Management, LP | 118,165 | $2.29M | 0.03% | +48,416+69.4% | Added |
| UBS Asset Management Americas Inc | 121,526 | $2.36M | 0.00% | +41,899+52.6% | Added |
| Nuveen, LLC | 128,672 | $2.50M | 0.00% | +8,124+6.7% | Added |
| First Trust Advisors LP | 145,965 | $2.83M | 0.00% | +145,965 | New |
| Dimensional Fund Advisors LP | 155,759 | $3.03M | 0.00% | +143,648+1,186.1% | Added |
| Canada Pension Plan Investment Board | 195,900 | $3.80M | 0.00% | +195,900 | New |
| Boothbay Fund Management, LLC | 200,000 | $3.88M | 0.12% | +128,762+180.7% | Added |
| BNP Paribas Arbitrage, SA | 200,262 | $3.89M | 0.00% | +174,114+665.9% | Added |
| Ancora Advisors, LLC | 209,756 | $4.07M | 0.08% | +1,790+0.9% | Added |
| Renaissance Technologies LLC | 213,600 | $4.15M | 0.01% | −37,700−15.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 231,590 | $4.50M | 0.01% | −35,600−13.3% | Reduced |
| Bank of New York Mellon Corp | 232,653 | $4.52M | 0.00% | +36,364+18.5% | Added |
| Qube Research & Technologies Ltd | 239,035 | $4.64M | 0.01% | −60,820−20.3% | Reduced |
| UBS Group AG | 247,237 | $4.80M | 0.00% | +122,035+97.5% | Added |
| Ranger Investment Management, L.P. | 247,475 | $4.81M | 0.34% | +19,195+8.4% | Added |
| Deutsche Bank AG | 249,132 | $4.84M | 0.00% | +97,537+64.3% | Added |
| Barclays PLC | 250,148 | $4.86M | 0.00% | +7,377+3.0% | Added |
| Portolan Capital Management, LLC | 352,886 | $6.85M | 0.43% | +352,886 | New |
| Emerald Mutual Fund Advisers Trust | 367,163 | $7.13M | 0.43% | +160,737+77.9% | Added |
| Pier Capital, LLC | 394,128 | $7.65M | 1.17% | +394,128 | New |
| New York State Common Retirement Fund | 396,156 | $7.69M | 0.01% | −453,434−53.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 399,954 | $7.77M | 0.03% | −17,771−4.3% | Reduced |
| First Eagle Investment Management, LLC | 406,078 | $7.89M | 0.02% | +21,000+5.5% | Added |
| Ceredex Value Advisors LLC | 428,541 | $8.32M | 0.18% | +79,263+22.7% | Added |
| Silvercrest Asset Management Group LLC | 439,918 | $8.54M | 0.06% | +246,487+127.4% | Added |
| Loomis Sayles & Co L P | 502,347 | $9.76M | 0.01% | +171,844+52.0% | Added |
| Voloridge Investment Management, LLC | 509,138 | $9.89M | 0.04% | +210,468+70.5% | Added |
| Charles Schwab Investment Management Inc | 512,292 | $9.95M | 0.00% | +50,619+11.0% | Added |
| Northern Trust Corp | 512,510 | $9.95M | 0.00% | +30,428+6.3% | Added |
| Algert Global LLC | 541,258 | $10.5M | 0.22% | +107,085+24.7% | Added |
| Russell Investments Group, Ltd. | 544,836 | $10.6M | 0.01% | −53,248−8.9% | Reduced |
| State of Wisconsin Investment Board | 551,085 | $10.7M | 0.03% | −17,526−3.1% | Reduced |
| Emerald Advisers, LLC | 568,206 | $11.0M | 0.40% | +164,926+40.9% | Added |
| Penn Capital Management Co Inc | 582,810 | $11.3M | 0.98% | +55,100+10.4% | Added |
| Boston Partners | 586,419 | $11.4M | 0.01% | +96,300+19.6% | Added |
| Morgan Stanley | 618,449 | $12.0M | 0.00% | +82,136+15.3% | Added |
| Grandeur Peak Global Advisors, LLC | 644,355 | $12.5M | 1.51% | +51,802+8.7% | Added |
| GW&K Investment Management, LLC | 832,688 | $16.2M | 0.14% | −73,898−8.2% | Reduced |
| Bank of America Corp | 906,775 | $17.6M | 0.00% | −52,298−5.5% | Reduced |
| Raymond James Financial Inc | 918,340 | $17.8M | 0.01% | +38,595+4.4% | Added |
| Royce & Associates LP | 928,393 | $18.0M | 0.19% | −170,761−15.5% | Reduced |
| Macquarie Group Ltd | 1,151,956 | $22.4M | 0.03% | +30,697+2.7% | Added |
| Franklin Resources Inc | 1,157,653 | $22.5M | 0.01% | +236,637+25.7% | Added |
| Schroder Investment Management Group | 1,196,094 | $23.2M | 0.02% | −104,324−8.0% | Reduced |
| Basswood Capital Management, L.L.C. | 1,263,220 | $24.5M | 1.22% | +468,511+59.0% | Added |
| Wasatch Advisors Inc | 1,321,569 | $25.7M | 0.13% | +81,868+6.6% | Added |
| Azora Capital LP | 1,344,347 | $26.1M | 1.18% | −477,518−26.2% | Reduced |
| Walleye Capital LLC | 1,372,866 | $26.7M | 0.25% | +621,570+82.7% | Added |
| Goldman Sachs Group Inc | 1,436,445 | $27.9M | 0.00% | +221,988+18.3% | Added |
| Westwood Holdings Group Inc. | 1,442,796 | $28.0M | 0.20% | +1,442,796 | New |
| Geode Capital Management, LLC | 1,490,650 | $29.0M | 0.00% | +146,352+10.9% | Added |
| Ameriprise Financial Inc | 1,575,063 | $30.6M | 0.01% | +698,021+79.6% | Added |
| State Street Corp | 1,681,260 | $32.7M | 0.00% | +115,879+7.4% | Added |
| William Blair Investment Management, LLC | 2,268,265 | $44.0M | 0.12% | +934,382+70.0% | Added |
| Adage Capital Partners GP, L.L.C. | 3,136,484 | $60.9M | 0.10% | +1,328,312+73.5% | Added |
| Vanguard Group Inc | 3,534,004 | $68.6M | 0.00% | +383,384+12.2% | Added |
| Wellington Management Group LLP | 4,352,753 | $84.5M | 0.02% | +1,343,269+44.6% | Added |
| BlackRock, Inc. | 4,644,374 | $90.2M | 0.00% | +368,154+8.6% | Added |
| FMR LLC | 8,506,941 | $165.2M | 0.01% | +242,437+2.9% | Added |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −2,142,888−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −423,068−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −247,872−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −203,941−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −155,488−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −140,069−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −110,292−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −51,695−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −56,220−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −52,928−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −46,207−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −33,926−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −32,905−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −32,900−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −31,996−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −25,341−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −18,358−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,660−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −11,478−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −10,849−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −6,415−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −2,180−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,788−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |