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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 23,536 | $457.1K | 0.02% | −15−0.1% | Reduced |
| Royal Bank of Canada | 22,888 | $445.0K | 0.00% | +22,175+3,110.1% | Added |
| Point72 Asset Management, L.P. | 22,729 | $441.4K | 0.00% | +22,729 | New |
| Intech Investment Management LLC | 22,729 | $441.4K | 0.00% | −18,588−45.0% | Reduced |
| Janus Henderson Group PLC | 22,594 | $438.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 22,254 | $432.2K | 0.05% | +4,996+28.9% | Added |
| D. E. Shaw & Co., Inc. | 21,815 | $423.6K | 0.00% | +21,815 | New |
| Bleakley Financial Group, LLC | 21,543 | $418.4K | 0.01% | +110+0.5% | Added |
| US Bancorp | 21,463 | $416.8K | 0.00% | +2,840+15.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,498 | $398.1K | 0.00% | +8,577+71.9% | Added |
| Dynamic Technology Lab Private Ltd | 18,267 | $355.0K | 0.05% | −22,144−54.8% | Reduced |
| Voya Investment Management LLC | 17,625 | $342.3K | 0.00% | +2,401+15.8% | Added |
| Arizona State Retirement System | 17,231 | $334.6K | 0.00% | +2,047+13.5% | Added |
| Mariner, LLC | 16,325 | $317.0K | 0.00% | −588−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 15,403 | $284.0K | 0.00% | +14,903+2,980.6% | Added |
| LPL Financial LLC | 14,593 | $283.4K | 0.00% | −718−4.7% | Reduced |
| Oppenheimer Asset Management Inc. | 14,503 | $281.6K | 0.00% | −365−2.5% | Reduced |
| Gsa Capital Partners LLP | 14,327 | $278.0K | 0.02% | +14,327 | New |
| Police & Firemen's Retirement System of New Jersey | 14,219 | $276.1K | 0.00% | +2,436+20.7% | Added |
| KLP Kapitalforvaltning AS | 14,200 | $275.8K | 0.00% | +3,800+36.5% | Added |
| Meeder Asset Management Inc | 13,999 | $271.9K | 0.02% | +5,891+72.7% | Added |
| Kings Path Partners LLC | 13,760 | $267.2K | 0.11% | 00.0% | Unchanged |
| Commerce Bank | 12,810 | $248.8K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,502 | $242.8K | 0.00% | +1,303+11.6% | Added |
| State Board of Administration of Florida Retirement System | 12,190 | $236.7K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 11,029 | $214.2K | 0.02% | −8,351−43.1% | Reduced |
| Two Sigma Advisers, LP | 10,700 | $207.8K | 0.00% | −227,400−95.5% | Reduced |
| Teacher Retirement System of Texas | 10,155 | $197.2K | 0.00% | +10,155 | New |
| Ameritas Investment Partners, Inc. | 6,225 | $120.9K | 0.00% | +1,075+20.9% | Added |
| The PNC Financial Services Group, Inc. | 6,085 | $118.2K | 0.00% | +371+6.5% | Added |
| Tower Research Capital LLC (TRC) | 5,151 | $100.0K | 0.00% | +4,232+460.5% | Added |
| New York State Teachers Retirement System | 4,724 | $92.0K | 0.00% | +4,724 | New |
| CWM, LLC | 3,936 | $76.0K | 0.00% | +2,436+162.4% | Added |
| Amalgamated Bank | 1,791 | $35.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,588 | $30.8K | 0.00% | −71,442−97.8% | Reduced |
| Assetmark, Inc | 1,441 | $28.0K | 0.00% | +31+2.2% | Added |
| Versant Capital Management, Inc | 1,205 | $23.4K | 0.00% | −519−30.1% | Reduced |
| EverSource Wealth Advisors, LLC | 780 | $15.1K | 0.00% | +780 | New |
| Comerica Bank | 767 | $14.9K | 0.00% | +44+6.1% | Added |
| Nisa Investment Advisors, LLC | 695 | $13.5K | 0.00% | +615+768.8% | Added |
| First Horizon Advisors, Inc. | 415 | $8.06K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 411 | $7.98K | 0.00% | +203+97.6% | Added |
| IFP Advisors, Inc | 0 | $5.98K | 0.00% | 0 | Unchanged |
| Clearstead Advisors, LLC | 291 | $5.65K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 266 | $5.00K | 0.00% | +266 | New |
| Parallel Advisors, LLC | 182 | $3.53K | 0.00% | −40−18.0% | Reduced |
| Signaturefd, LLC | 182 | $3.53K | 0.00% | +72+65.5% | Added |
| Rothschild Investment LLC | 155 | $3.01K | 0.00% | +135+675.0% | Added |
| Sterling Capital Management LLC | 147 | $2.85K | 0.00% | +93+172.2% | Added |
| Aster Capital Management (DIFC) Ltd | 114 | $2.21K | 0.00% | +114 | New |
| Caitong International Asset Management Co., Ltd | 110 | $2.14K | 0.00% | +110 | New |
| Park Square Financial Group, LLC | 94 | $1.82K | 0.00% | +94 | New |
| Fifth Third Bancorp | 82 | $1.59K | 0.00% | +49+148.5% | Added |
| Wolff Wiese Magana LLC | 70 | $1.36K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 64 | $1.24K | 0.00% | +64 | New |
| SRS Capital Advisors, Inc. | 55 | $1.07K | 0.00% | −189−77.5% | Reduced |
| MAI Capital Management | 51 | $991 | 0.00% | +51 | New |
| True Wealth Design, LLC | 37 | $719 | 0.00% | +21+131.3% | Added |
| Smartleaf Asset Management LLC | 32 | $636 | 0.00% | −538−94.4% | Reduced |
| Global Retirement Partners, LLC | 32 | $621 | 0.00% | +32 | New |
| Farther Finance Advisors, LLC | 28 | $544 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 27 | $525 | 0.00% | −15−35.7% | Reduced |
| Larson Financial Group LLC | 12 | $233 | 0.00% | −129−91.5% | Reduced |
| Massmutual Trust Co FSB | 6 | $117 | 0.00% | +6 | New |
| Allworth Financial LP | 2 | $39 | 0.00% | −40−95.2% | Reduced |
| Essential Partners LLC | 2 | $39 | 0.00% | +2 | New |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $0 | 0.00% | +31 | New |
| 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 |