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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 16,889 | $360.1K | 0.00% | +2,670+18.8% | Added |
| Mariner, LLC | 16,552 | $352.9K | 0.00% | +227+1.4% | Added |
| Atomi Financial Group, Inc. | 16,221 | $345.8K | 0.01% | −7,315−31.1% | Reduced |
| LPL Financial LLC | 16,180 | $345.0K | 0.00% | +1,587+10.9% | Added |
| Qube Research & Technologies Ltd | 14,978 | $319.3K | 0.00% | −224,057−93.7% | Reduced |
| KLP Kapitalforvaltning AS | 14,200 | $302.7K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 13,980 | $298.1K | 0.00% | +13,980 | New |
| Oppenheimer Asset Management Inc. | 13,708 | $292.3K | 0.00% | −795−5.5% | Reduced |
| US Bancorp | 12,307 | $262.4K | 0.00% | −9,156−42.7% | Reduced |
| Voya Investment Management LLC | 12,277 | $261.7K | 0.00% | −5,348−30.3% | Reduced |
| State Board of Administration of Florida Retirement System | 12,190 | $259.9K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 12,160 | $259.3K | 0.00% | −650−5.1% | Reduced |
| ProShare Advisors LLC | 10,633 | $226.7K | 0.00% | −1,869−14.9% | Reduced |
| Teacher Retirement System of Texas | 10,491 | $223.7K | 0.00% | +336+3.3% | Added |
| Versor Investments LP | 9,900 | $211.1K | 0.04% | −21,200−68.2% | Reduced |
| Captrust Financial Advisors | 9,784 | $208.6K | 0.00% | +9,784 | New |
| 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 |
| The PNC Financial Services Group, Inc. | 6,488 | $138.3K | 0.00% | +403+6.6% | Added |
| New York State Teachers Retirement System | 5,510 | $117.0K | 0.00% | +786+16.6% | Added |
| Ameritas Investment Partners, Inc. | 5,195 | $110.8K | 0.00% | −1,030−16.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,141 | $109.6K | 0.00% | −10−0.2% | Reduced |
| CWM, LLC | 4,398 | $94.0K | 0.00% | +462+11.7% | Added |
| Simplex Trading, LLC | 4,426 | $94.0K | 0.00% | +4,426 | New |
| State of Alaska, Department of Revenue | 2,522 | $53.0K | 0.00% | +2,522 | New |
| Amalgamated Bank | 1,791 | $38.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,441 | $30.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,235 | $26.3K | 0.00% | −53,281−97.7% | Reduced |
| Versant Capital Management, Inc | 1,205 | $25.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,129 | $24.1K | 0.00% | +1,129 | New |
| Comerica Bank | 874 | $18.6K | 0.00% | +107+14.0% | Added |
| SRS Capital Advisors, Inc. | 837 | $17.8K | 0.00% | +782+1,421.8% | Added |
| EverSource Wealth Advisors, LLC | 738 | $15.7K | 0.00% | −42−5.4% | Reduced |
| Nisa Investment Advisors, LLC | 695 | $14.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 637 | $13.6K | 0.00% | −14,766−95.9% | Reduced |
| Optiver Holding B.V. | 488 | $10.4K | 0.00% | +488 | New |
| Whittier Trust Co of Nevada Inc | 388 | $8.13K | 0.00% | +388 | New |
| GAMMA Investing LLC | 370 | $7.89K | 0.00% | −41−10.0% | Reduced |
| Smartleaf Asset Management LLC | 356 | $7.67K | 0.00% | +324+1,012.5% | Added |
| First Horizon Corp | 298 | $6.35K | 0.00% | +298 | New |
| Signaturefd, LLC | 209 | $4.46K | 0.00% | +27+14.8% | Added |
| Parallel Advisors, LLC | 186 | $3.97K | 0.00% | +4+2.2% | Added |
| 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 |
| Mather Group, LLC. | 147 | $3.13K | 0.00% | +147 | New |
| Quarry LP | 102 | $2.17K | 0.00% | +102 | New |
| Rothschild Investment LLC | 100 | $2.13K | 0.00% | −55−35.5% | Reduced |
| Johnson Financial Group, Inc. | 81 | $1.73K | 0.00% | +81 | New |
| Fifth Third Bancorp | 72 | $1.53K | 0.00% | −10−12.2% | Reduced |
| Wolff Wiese Magana LLC | 70 | $1.49K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 47 | $1.00K | 0.00% | +15+46.9% | Added |
| Farther Finance Advisors, LLC | 38 | $810 | 0.00% | +10+35.7% | Added |
| True Wealth Design, LLC | 37 | $789 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $789 | 0.00% | +25+208.3% | Added |
| TD Private Client Wealth LLC | 36 | $768 | 0.00% | +36 | New |
| IFP Advisors, Inc | 21 | $448 | 0.00% | +21 | Added |
| JPL Wealth Management, LLC | 20 | $427 | 0.00% | +20 | New |
| Grey Fox Wealth Advisors, LLC | 20 | $426 | 0.00% | +20 | New |
| Allworth Financial LP | 17 | $363 | 0.00% | +15+750.0% | Added |
| Advisory Services Network, LLC | 14 | $298 | 0.00% | +14 | New |
| Massmutual Trust Co FSB | 6 | $128 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $43 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |