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, Q3 2025
Institutional positions in Perella Weinberg Partners as of Sep 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
- 165
- −2 vs. Q2 2025
- Shares held
- 64.9M
- +2.51M (+4.0%) vs. Q2 2025
- Total value
- $1.38B
- +$172.2M (+14.2%) vs. Q2 2025
- New holders
- 23
- 74 more added
- Sold out
- 25
- 52 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 20 | $0 | 0.00% | +20 | New |
| Essential Partners LLC | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $128 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 14 | $298 | 0.00% | +14 | New |
| Allworth Financial LP | 17 | $363 | 0.00% | +15+750.0% | Added |
| Grey Fox Wealth Advisors, LLC | 20 | $426 | 0.00% | +20 | New |
| JPL Wealth Management, LLC | 20 | $427 | 0.00% | +20 | New |
| IFP Advisors, Inc | 21 | $448 | 0.00% | +21 | Added |
| TD Private Client Wealth LLC | 36 | $768 | 0.00% | +36 | New |
| True Wealth Design, LLC | 37 | $789 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $789 | 0.00% | +25+208.3% | Added |
| Farther Finance Advisors, LLC | 38 | $810 | 0.00% | +10+35.7% | Added |
| Global Retirement Partners, LLC | 47 | $1.00K | 0.00% | +15+46.9% | Added |
| Wolff Wiese Magana LLC | 70 | $1.49K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 72 | $1.53K | 0.00% | −10−12.2% | Reduced |
| Johnson Financial Group, Inc. | 81 | $1.73K | 0.00% | +81 | New |
| Rothschild Investment LLC | 100 | $2.13K | 0.00% | −55−35.5% | Reduced |
| Quarry LP | 102 | $2.17K | 0.00% | +102 | New |
| Mather Group, LLC. | 147 | $3.13K | 0.00% | +147 | New |
| Sterling Capital Management LLC | 151 | $3.22K | 0.00% | +4+2.7% | Added |
| Aster Capital Management (DIFC) Ltd | 151 | $3.22K | 0.00% | +37+32.5% | Added |
| Parallel Advisors, LLC | 186 | $3.97K | 0.00% | +4+2.2% | Added |
| Signaturefd, LLC | 209 | $4.46K | 0.00% | +27+14.8% | Added |
| First Horizon Corp | 298 | $6.35K | 0.00% | +298 | New |
| Smartleaf Asset Management LLC | 356 | $7.67K | 0.00% | +324+1,012.5% | Added |
| GAMMA Investing LLC | 370 | $7.89K | 0.00% | −41−10.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 388 | $8.13K | 0.00% | +388 | New |
| Optiver Holding B.V. | 488 | $10.4K | 0.00% | +488 | New |
| Advisor Group Holdings, Inc. | 637 | $13.6K | 0.00% | −14,766−95.9% | Reduced |
| Nisa Investment Advisors, LLC | 695 | $14.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 738 | $15.7K | 0.00% | −42−5.4% | Reduced |
| SRS Capital Advisors, Inc. | 837 | $17.8K | 0.00% | +782+1,421.8% | Added |
| Comerica Bank | 874 | $18.6K | 0.00% | +107+14.0% | Added |
| Quadrant Capital Group LLC | 1,129 | $24.1K | 0.00% | +1,129 | New |
| Versant Capital Management, Inc | 1,205 | $25.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,235 | $26.3K | 0.00% | −53,281−97.7% | Reduced |
| Assetmark, Inc | 1,441 | $30.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,791 | $38.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,522 | $53.0K | 0.00% | +2,522 | New |
| CWM, LLC | 4,398 | $94.0K | 0.00% | +462+11.7% | Added |
| Simplex Trading, LLC | 4,426 | $94.0K | 0.00% | +4,426 | New |
| Tower Research Capital LLC (TRC) | 5,141 | $109.6K | 0.00% | −10−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,195 | $110.8K | 0.00% | −1,030−16.5% | Reduced |
| New York State Teachers Retirement System | 5,510 | $117.0K | 0.00% | +786+16.6% | Added |
| The PNC Financial Services Group, Inc. | 6,488 | $138.3K | 0.00% | +403+6.6% | Added |
| SG Americas Securities, LLC | 9,136 | $195.0K | 0.00% | −45,852−83.4% | Reduced |
| Harbor Capital Advisors, Inc. | 9,141 | $195.0K | 0.02% | −23,858−72.3% | Reduced |
| Captrust Financial Advisors | 9,784 | $208.6K | 0.00% | +9,784 | New |
| Versor Investments LP | 9,900 | $211.1K | 0.04% | −21,200−68.2% | Reduced |
| Teacher Retirement System of Texas | 10,491 | $223.7K | 0.00% | +336+3.3% | Added |
| ProShare Advisors LLC | 10,633 | $226.7K | 0.00% | −1,869−14.9% | Reduced |
| Commerce Bank | 12,160 | $259.3K | 0.00% | −650−5.1% | Reduced |
| State Board of Administration of Florida Retirement System | 12,190 | $259.9K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,277 | $261.7K | 0.00% | −5,348−30.3% | Reduced |
| US Bancorp | 12,307 | $262.4K | 0.00% | −9,156−42.7% | Reduced |
| Oppenheimer Asset Management Inc. | 13,708 | $292.3K | 0.00% | −795−5.5% | Reduced |
| Millennium Management LLC | 13,980 | $298.1K | 0.00% | +13,980 | New |
| KLP Kapitalforvaltning AS | 14,200 | $302.7K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 14,978 | $319.3K | 0.00% | −224,057−93.7% | Reduced |
| LPL Financial LLC | 16,180 | $345.0K | 0.00% | +1,587+10.9% | Added |
| Atomi Financial Group, Inc. | 16,221 | $345.8K | 0.01% | −7,315−31.1% | Reduced |
| Mariner, LLC | 16,552 | $352.9K | 0.00% | +227+1.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,889 | $360.1K | 0.00% | +2,670+18.8% | Added |
| Citigroup Inc | 16,902 | $360.4K | 0.00% | −14,534−46.2% | Reduced |
| Arizona State Retirement System | 17,814 | $379.8K | 0.00% | +583+3.4% | Added |
| Wescott Financial Advisory Group, LLC | 20,261 | $432.0K | 0.04% | −4,935−19.6% | Reduced |
| State of Wyoming | 20,311 | $433.0K | 0.05% | −1,943−8.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,498 | $437.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 21,633 | $461.2K | 0.00% | +21,633 | New |
| Bleakley Financial Group, LLC | 21,773 | $464.2K | 0.01% | +230+1.1% | Added |
| Aviva PLC | 21,835 | $465.5K | 0.00% | +21,835 | New |
| Kings Path Partners LLC | 22,060 | $470.3K | 0.17% | +8,300+60.3% | Added |
| Janus Henderson Group PLC | 22,594 | $481.8K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 22,932 | $488.9K | 0.00% | +203+0.9% | Added |
| Engineers Gate Manager LP | 24,718 | $527.0K | 0.01% | +24,718 | New |
| Renaissance Technologies LLC | 25,600 | $545.8K | 0.00% | −188,000−88.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 28,889 | $615.9K | 0.00% | −4,521−13.5% | Reduced |
| Manufacturers Life Insurance Company, The | 29,190 | $622.3K | 0.00% | −810−2.7% | Reduced |
| XTX Topco Ltd | 31,121 | $663.5K | 0.03% | −26,572−46.1% | Reduced |
| Price T Rowe Associates Inc | 33,251 | $709.0K | 0.00% | +2,805+9.2% | Added |
| Verition Fund Management LLC | 34,700 | $739.8K | 0.00% | −200−0.6% | Reduced |
| MetLife Investment Management | 36,814 | $784.9K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 38,592 | $822.8K | 0.00% | +8,171+26.9% | Added |
| BNP Paribas Arbitrage, SA | 39,022 | $831.9K | 0.00% | −161,240−80.5% | Reduced |
| Globeflex Capital L P | 40,307 | $859.3K | 0.13% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 44,489 | $948.5K | 0.00% | +2,344+5.6% | Added |
| Alliancebernstein L.P. | 51,556 | $1.10M | 0.00% | +1,466+2.9% | Added |
| Creative Planning | 51,943 | $1.11M | 0.00% | +14,060+37.1% | Added |
| Legal & General Group Plc | 54,165 | $1.15M | 0.00% | −5,709−9.5% | Reduced |
| Susquehanna International Group, LLP | 56,521 | $1.21M | 0.00% | −52,303−48.1% | Reduced |
| Kennedy Capital Management, Inc. | 56,986 | $1.21M | 0.03% | +22,147+63.6% | Added |
| Man Group plc | 57,149 | $1.22M | 0.00% | +26,165+84.4% | Added |
| California State Teachers Retirement System | 58,589 | $1.25M | 0.00% | +20.0% | Added |
| Martingale Asset Management L P | 59,068 | $1.26M | 0.03% | +1,008+1.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 64,733 | $1.38M | 0.03% | −23,806−26.9% | Reduced |
| Public Employees Retirement System of Ohio | 65,181 | $1.39M | 0.00% | +12,340+23.4% | Added |
| Private Advisor Group, LLC | 71,456 | $1.52M | 0.01% | +220+0.3% | Added |
| UBS Asset Management Americas Inc | 71,710 | $1.53M | 0.00% | −49,816−41.0% | Reduced |