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 |
|---|---|---|---|---|---|
| SEI Investments Co | 75,857 | $1.62M | 0.00% | +4,917+6.9% | Added |
| Calamos Advisors LLC | 79,562 | $1.70M | 0.01% | +79,562 | New |
| Royal Bank of Canada | 83,592 | $1.78M | 0.00% | +60,704+265.2% | Added |
| Teachers Retirement System of the State of Kentucky | 84,403 | $1.80M | 0.01% | +20,674+32.4% | Added |
| Rhumbline Advisers | 87,020 | $1.86M | 0.00% | +5,432+6.7% | Added |
| Wells Fargo & Company | 90,246 | $1.92M | 0.00% | +19,426+27.4% | Added |
| Barclays PLC | 94,720 | $2.02M | 0.00% | −155,428−62.1% | Reduced |
| Aquatic Capital Management LLC | 99,539 | $2.12M | 0.04% | −11,900−10.7% | Reduced |
| Envestnet Asset Management Inc | 105,312 | $2.25M | 0.00% | +81,648+345.0% | Added |
| Invesco Ltd. | 112,608 | $2.40M | 0.00% | +50,728+82.0% | Added |
| Swiss National Bank | 116,800 | $2.49M | 0.00% | +4,000+3.5% | Added |
| Voloridge Investment Management, LLC | 121,255 | $2.59M | 0.01% | −387,883−76.2% | Reduced |
| Boothbay Fund Management, LLC | 130,298 | $2.78M | 0.07% | −69,702−34.9% | Reduced |
| Algert Global LLC | 167,886 | $3.58M | 0.06% | −373,372−69.0% | Reduced |
| Deutsche Bank AG | 189,061 | $4.03M | 0.00% | −60,071−24.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 195,818 | $4.17M | 0.02% | −204,136−51.0% | Reduced |
| Lighthouse Investment Partners, LLC | 208,034 | $4.44M | 0.16% | +208,034 | New |
| Ancora Advisors, LLC | 208,576 | $4.45M | 0.09% | −1,180−0.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 216,540 | $4.62M | 0.01% | −15,050−6.5% | Reduced |
| First Trust Advisors LP | 227,898 | $4.86M | 0.00% | +81,933+56.1% | Added |
| Bank of New York Mellon Corp | 228,288 | $4.87M | 0.00% | −4,365−1.9% | Reduced |
| JPMorgan Chase & Co | 238,018 | $5.07M | 0.00% | +205,334+628.2% | Added |
| Citadel Advisors LLC | 301,271 | $6.42M | 0.01% | +301,271 | New |
| UBS Group AG | 324,649 | $6.92M | 0.00% | +77,412+31.3% | Added |
| Ranger Investment Management, L.P. | 395,785 | $8.44M | 0.59% | +148,310+59.9% | Added |
| Ceredex Value Advisors LLC | 419,641 | $8.95M | 0.21% | −8,900−2.1% | Reduced |
| Dimensional Fund Advisors LP | 422,144 | $9.00M | 0.00% | +266,385+171.0% | Added |
| Silvercrest Asset Management Group LLC | 427,640 | $9.12M | 0.06% | −12,278−2.8% | Reduced |
| New York State Common Retirement Fund | 465,660 | $9.93M | 0.01% | +69,504+17.5% | Added |
| First Eagle Investment Management, LLC | 467,792 | $9.97M | 0.02% | +61,714+15.2% | Added |
| Morgan Stanley | 468,466 | $9.99M | 0.00% | −149,983−24.3% | Reduced |
| Pier Capital, LLC | 474,872 | $10.1M | 1.58% | +80,744+20.5% | Added |
| Emerald Mutual Fund Advisers Trust | 494,652 | $10.5M | 0.54% | +127,489+34.7% | Added |
| Loomis Sayles & Co L P | 514,745 | $11.0M | 0.01% | +12,398+2.5% | Added |
| Northern Trust Corp | 516,581 | $11.0M | 0.00% | +4,071+0.8% | Added |
| Charles Schwab Investment Management Inc | 529,576 | $11.3M | 0.00% | +17,284+3.4% | Added |
| State of Wisconsin Investment Board | 550,701 | $11.7M | 0.03% | −384−0.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 635,323 | $13.5M | 1.82% | −9,032−1.4% | Reduced |
| Penn Capital Management Co Inc | 690,318 | $14.7M | 1.13% | +107,508+18.4% | Added |
| Russell Investments Group, Ltd. | 696,121 | $14.8M | 0.02% | +151,285+27.8% | Added |
| Rockefeller Capital Management L.P. | 714,944 | $15.2M | 0.03% | +714,944 | New |
| Boston Partners | 755,609 | $16.1M | 0.02% | +169,190+28.9% | Added |
| Emerald Advisers, LLC | 803,654 | $17.1M | 0.55% | +235,448+41.4% | Added |
| GW&K Investment Management, LLC | 810,691 | $17.3M | 0.15% | −21,997−2.6% | Reduced |
| Schroder Investment Management Group | 854,967 | $18.4M | 0.01% | −341,127−28.5% | Reduced |
| Bank of America Corp | 924,686 | $19.7M | 0.00% | +17,911+2.0% | Added |
| Macquarie Group Ltd | 1,049,755 | $22.4M | 0.03% | −102,201−8.9% | Reduced |
| Raymond James Financial Inc | 1,123,207 | $23.9M | 0.01% | +204,867+22.3% | Added |
| Royce & Associates LP | 1,163,300 | $24.8M | 0.25% | +234,907+25.3% | Added |
| Basswood Capital Management, L.L.C. | 1,292,524 | $27.6M | 1.28% | +29,304+2.3% | Added |
| Franklin Resources Inc | 1,300,025 | $27.7M | 0.01% | +142,372+12.3% | Added |
| Wasatch Advisors Inc | 1,326,164 | $28.3M | 0.15% | +4,595+0.3% | Added |
| Walleye Capital LLC | 1,455,874 | $31.0M | 0.25% | +83,008+6.0% | Added |
| Goldman Sachs Group Inc | 1,506,133 | $32.1M | 0.00% | +69,688+4.9% | Added |
| Geode Capital Management, LLC | 1,508,047 | $32.2M | 0.00% | +17,397+1.2% | Added |
| Ameriprise Financial Inc | 1,578,098 | $33.6M | 0.01% | +3,035+0.2% | Added |
| State Street Corp | 1,758,758 | $37.5M | 0.00% | +77,498+4.6% | Added |
| Westwood Holdings Group Inc. | 1,770,764 | $37.8M | 0.27% | +327,968+22.7% | Added |
| Adage Capital Partners GP, L.L.C. | 1,872,519 | $39.9M | 0.06% | −1,263,965−40.3% | Reduced |
| Nuveen, LLC | 2,215,262 | $47.2M | 0.01% | +2,086,590+1,621.6% | Added |
| Vanguard Group Inc | 3,481,393 | $74.2M | 0.00% | −52,611−1.5% | Reduced |
| William Blair Investment Management, LLC | 3,566,511 | $76.0M | 0.20% | +1,298,246+57.2% | Added |
| Wellington Management Group LLP | 4,170,262 | $88.9M | 0.02% | −182,491−4.2% | Reduced |
| BlackRock, Inc. | 4,668,272 | $99.5M | 0.00% | +23,898+0.5% | Added |
| FMR LLC | 9,603,323 | $204.7M | 0.01% | +1,096,382+12.9% | Added |
| Azora Capital LP | 0 | $0 | 0.00% | −1,344,347−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −352,886−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −195,900−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −118,165−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −95,468−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −44,886−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −41,196−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −37,279−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −34,404−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −31,678−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −22,729−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −21,815−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,267−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,327−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −13,999−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −11,029−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −1,588−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Family Legacy Financial Solutions, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |