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, Q4 2025
Institutional positions in Perella Weinberg Partners as of Dec 31, 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
- 171
- +6 vs. Q3 2025
- Shares held
- 68.6M
- +3.69M (+5.7%) vs. Q3 2025
- Total value
- $1.19B
- −$196.8M (−14.2%) vs. Q3 2025
- New holders
- 26
- 72 more added
- Sold out
- 20
- 52 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $104 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $173 | 0.00% | +10 | New |
| MAI Capital Management | 20 | $346 | 0.00% | +20 | New |
| IFP Advisors, Inc | 21 | $363 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 26 | $450 | 0.00% | +9+52.9% | Added |
| UMA Financial Services, Inc. | 28 | $485 | 0.00% | +28 | New |
| True Wealth Design, LLC | 37 | $641 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 38 | $657 | 0.00% | −62−62.0% | Reduced |
| Essential Partners LLC | 56 | $969 | 0.00% | +54+2,700.0% | Added |
| Brown Brothers Harriman & Co | 60 | $1.04K | 0.00% | +60 | New |
| Farther Finance Advisors, LLC | 61 | $1.05K | 0.00% | +23+60.5% | Added |
| Fifth Third Bancorp | 64 | $1.11K | 0.00% | −8−11.1% | Reduced |
| Global Retirement Partners, LLC | 68 | $1.18K | 0.00% | +21+44.7% | Added |
| Wolff Wiese Magana LLC | 70 | $1.21K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 71 | $1.23K | 0.00% | −31−30.4% | Reduced |
| Johnson Financial Group, Inc. | 81 | $1.40K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 86 | $1.49K | 0.00% | +86 | New |
| Pinnacle Wealth Planning Services, Inc. | 128 | $2.21K | 0.00% | +128 | New |
| Northwestern Mutual Wealth Management Co | 145 | $2.51K | 0.00% | +145 | New |
| Parallel Advisors, LLC | 182 | $3.15K | 0.00% | −4−2.2% | Reduced |
| Signaturefd, LLC | 226 | $3.91K | 0.00% | +17+8.1% | Added |
| Larson Financial Group LLC | 318 | $5.50K | 0.00% | +281+759.5% | Added |
| GAMMA Investing LLC | 353 | $6.11K | 0.00% | −17−4.6% | Reduced |
| Bell Investment Advisors, Inc | 370 | $6.40K | 0.00% | +370 | New |
| Sterling Capital Management LLC | 413 | $7.14K | 0.00% | +262+173.5% | Added |
| Whittier Trust Co of Nevada Inc | 388 | $7.30K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 431 | $7.46K | 0.00% | −307−41.6% | Reduced |
| Smartleaf Asset Management LLC | 443 | $7.73K | 0.00% | +87+24.4% | Added |
| First Horizon Corp | 470 | $8.13K | 0.00% | +172+57.7% | Added |
| Optiver Holding B.V. | 494 | $8.55K | 0.00% | +6+1.2% | Added |
| Advisor Group Holdings, Inc. | 590 | $10.2K | 0.00% | −47−7.4% | Reduced |
| SRS Capital Advisors, Inc. | 675 | $11.7K | 0.00% | −162−19.4% | Reduced |
| Nisa Investment Advisors, LLC | 695 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,217 | $21.1K | 0.00% | +12+1.0% | Added |
| Quadrant Capital Group LLC | 1,404 | $24.3K | 0.00% | +275+24.4% | Added |
| Assetmark, Inc | 1,441 | $24.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,954 | $34.0K | 0.00% | +163+9.1% | Added |
| Los Angeles Capital Management LLC | 2,378 | $44.8K | 0.00% | +2,378 | New |
| Torren Management, LLC | 3,592 | $62.1K | 0.03% | +3,592 | New |
| CWM, LLC | 4,554 | $79.0K | 0.00% | +156+3.5% | Added |
| Kemnay Advisory Services Inc. | 4,995 | $86.4K | 0.01% | +4,995 | New |
| Ameritas Investment Partners, Inc. | 5,195 | $89.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,514 | $95.4K | 0.00% | −974−15.0% | Reduced |
| Tower Research Capital LLC (TRC) | 6,105 | $105.6K | 0.00% | +964+18.8% | Added |
| Man Group plc | 10,069 | $174.2K | 0.00% | −47,080−82.4% | Reduced |
| Harbor Capital Advisors, Inc. | 10,138 | $175.0K | 0.01% | +997+10.9% | Added |
| Alpine Global Management, LLC | 10,447 | $180.7K | 0.04% | +10,447 | New |
| Citigroup Inc | 10,679 | $184.7K | 0.00% | −6,223−36.8% | Reduced |
| Pictet Asset Management Holding SA | 10,804 | $186.9K | 0.00% | +10,804 | New |
| Voya Investment Management LLC | 10,966 | $189.7K | 0.00% | −1,311−10.7% | Reduced |
| Quest Partners LLC | 11,009 | $190.5K | 0.01% | +9,774+791.4% | Added |
| Captrust Financial Advisors | 11,114 | $192.3K | 0.00% | +1,330+13.6% | Added |
| Bridgefront Capital, LLC | 11,285 | $195.2K | 0.05% | +11,285 | New |
| ProShare Advisors LLC | 11,366 | $196.6K | 0.00% | +733+6.9% | Added |
| Mirabella Financial Services LLP | 11,406 | $197.3K | 0.02% | +11,406 | New |
| Commerce Bank | 12,040 | $208.3K | 0.00% | −120−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 12,190 | $210.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 13,454 | $232.8K | 0.00% | +1,147+9.3% | Added |
| Oppenheimer Asset Management Inc. | 13,535 | $234.2K | 0.00% | −173−1.3% | Reduced |
| BNP Paribas Arbitrage, SA | 14,057 | $243.2K | 0.00% | −24,965−64.0% | Reduced |
| KLP Kapitalforvaltning AS | 14,200 | $245.7K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,140 | $261.9K | 0.00% | −29,349−66.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,775 | $272.9K | 0.00% | −4,723−23.0% | Reduced |
| Engineers Gate Manager LP | 16,100 | $278.5K | 0.00% | −8,618−34.9% | Reduced |
| Mariner, LLC | 16,224 | $280.7K | 0.00% | −328−2.0% | Reduced |
| Atomi Financial Group, Inc. | 16,225 | $280.7K | 0.01% | +40.0% | Added |
| Comerica Bank | 16,554 | $286.4K | 0.00% | +15,680+1,794.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,889 | $292.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,766 | $307.4K | 0.00% | −48−0.3% | Reduced |
| State of Wyoming | 17,985 | $311.1K | 0.03% | −2,326−11.5% | Reduced |
| SG Americas Securities, LLC | 18,662 | $323.0K | 0.00% | +9,526+104.3% | Added |
| LPL Financial LLC | 18,931 | $327.5K | 0.00% | +2,751+17.0% | Added |
| Wescott Financial Advisory Group, LLC | 20,340 | $351.9K | 0.03% | +79+0.4% | Added |
| New York State Common Retirement Fund | 21,055 | $364.3K | 0.00% | −444,605−95.5% | Reduced |
| Royal Bank of Canada | 21,337 | $369.0K | 0.00% | −62,255−74.5% | Reduced |
| State of Alaska, Department of Revenue | 21,497 | $371.0K | 0.00% | +18,975+752.4% | Added |
| Bleakley Financial Group, LLC | 22,042 | $381.3K | 0.01% | +269+1.2% | Added |
| Kings Path Partners LLC | 22,060 | $381.6K | 0.13% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 22,594 | $391.2K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 22,932 | $396.7K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 23,000 | $397.9K | 0.01% | −36,068−61.1% | Reduced |
| Quantinno Capital Management LP | 24,224 | $419.1K | 0.00% | +2,591+12.0% | Added |
| Squarepoint Ops LLC | 27,515 | $476.0K | 0.00% | +27,515 | New |
| Campbell & CO Investment Adviser LLC | 27,952 | $483.6K | 0.02% | +27,952 | New |
| Manufacturers Life Insurance Company, The | 28,287 | $489.4K | 0.00% | −903−3.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 28,858 | $499.2K | 0.00% | −31−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 28,993 | $501.6K | 0.00% | +28,993 | New |
| Verition Fund Management LLC | 32,500 | $562.3K | 0.00% | −2,200−6.3% | Reduced |
| Federated Hermes, Inc. | 32,700 | $565.7K | 0.00% | +32,700 | New |
| Penn Capital Management Co Inc | 34,464 | $596.2K | 0.05% | −655,854−95.0% | Reduced |
| Price T Rowe Associates Inc | 36,300 | $628.0K | 0.00% | +3,049+9.2% | Added |
| Amundi | 36,308 | $628.1K | 0.00% | +36,308 | New |
| MetLife Investment Management | 36,814 | $636.9K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 40,307 | $697.3K | 0.11% | 00.0% | Unchanged |
| Creative Planning | 41,917 | $725.2K | 0.00% | −10,026−19.3% | Reduced |
| AQR Capital Management LLC | 42,840 | $741.1K | 0.00% | +4,248+11.0% | Added |
| Deutsche Bank AG | 45,260 | $783.0K | 0.00% | −143,801−76.1% | Reduced |