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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 50,090 | $866.6K | 0.00% | −1,466−2.8% | Reduced |
| Susquehanna International Group, LLP | 51,466 | $890.4K | 0.00% | −5,055−8.9% | Reduced |
| Legal & General Group Plc | 53,921 | $932.8K | 0.00% | −244−0.5% | Reduced |
| Wesbanco Bank Inc | 57,000 | $986.1K | 0.03% | +57,000 | New |
| Kennedy Capital Management, Inc. | 57,646 | $997.3K | 0.02% | +660+1.2% | Added |
| Neuberger Berman Group LLC | 58,741 | $1.02M | 0.00% | +58,741 | New |
| California State Teachers Retirement System | 61,786 | $1.07M | 0.00% | +3,197+5.5% | Added |
| JPMorgan Chase & Co | 68,038 | $1.18M | 0.00% | −169,980−71.4% | Reduced |
| Private Advisor Group, LLC | 71,724 | $1.24M | 0.01% | +268+0.4% | Added |
| Voloridge Investment Management, LLC | 76,033 | $1.32M | 0.00% | −45,222−37.3% | Reduced |
| Rhumbline Advisers | 76,103 | $1.32M | 0.00% | −10,917−12.5% | Reduced |
| Public Employees Retirement System of Ohio | 76,264 | $1.32M | 0.00% | +11,083+17.0% | Added |
| Jane Street Group, LLC | 82,626 | $1.43M | 0.00% | +82,626 | New |
| Barclays PLC | 96,903 | $1.68M | 0.00% | +2,183+2.3% | Added |
| Teachers Retirement System of the State of Kentucky | 97,010 | $1.68M | 0.01% | +12,607+14.9% | Added |
| Jacobs Levy Equity Management, Inc | 121,582 | $2.10M | 0.01% | −74,236−37.9% | Reduced |
| Algert Global LLC | 121,726 | $2.11M | 0.03% | −46,160−27.5% | Reduced |
| Swiss National Bank | 126,300 | $2.18M | 0.00% | +9,500+8.1% | Added |
| Invesco Ltd. | 128,113 | $2.22M | 0.00% | +15,505+13.8% | Added |
| Wells Fargo & Company | 133,949 | $2.32M | 0.00% | +43,703+48.4% | Added |
| Envestnet Asset Management Inc | 146,143 | $2.53M | 0.00% | +40,831+38.8% | Added |
| First Trust Advisors LP | 147,352 | $2.55M | 0.00% | −80,546−35.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 165,640 | $2.87M | 0.01% | −50,900−23.5% | Reduced |
| Citadel Advisors LLC | 175,998 | $3.04M | 0.00% | −125,273−41.6% | Reduced |
| UBS Asset Management Americas Inc | 181,033 | $3.13M | 0.00% | +109,323+152.5% | Added |
| Ancora Advisors, LLC | 208,276 | $3.60M | 0.07% | −300−0.1% | Reduced |
| Bank of New York Mellon Corp | 234,334 | $4.05M | 0.00% | +6,046+2.6% | Added |
| SEI Investments Co | 243,063 | $4.20M | 0.00% | +167,206+220.4% | Added |
| Pier Capital, LLC | 264,984 | $4.58M | 0.73% | −209,888−44.2% | Reduced |
| Millennium Management LLC | 279,025 | $4.83M | 0.00% | +265,045+1,895.9% | Added |
| UBS Group AG | 291,094 | $5.04M | 0.00% | −33,555−10.3% | Reduced |
| Ranger Investment Management, L.P. | 369,170 | $6.39M | 0.44% | −26,615−6.7% | Reduced |
| Silvercrest Asset Management Group LLC | 427,640 | $7.40M | 0.05% | 00.0% | Unchanged |
| Aristotle Capital Boston, LLC | 487,464 | $8.43M | 0.46% | +487,464 | New |
| Northern Trust Corp | 496,822 | $8.60M | 0.00% | −19,759−3.8% | Reduced |
| Loomis Sayles & Co L P | 514,935 | $8.91M | 0.01% | +1900.0% | Added |
| Emerald Mutual Fund Advisers Trust | 541,284 | $9.36M | 0.46% | +46,632+9.4% | Added |
| Charles Schwab Investment Management Inc | 541,419 | $9.37M | 0.00% | +11,843+2.2% | Added |
| First Eagle Investment Management, LLC | 583,848 | $10.1M | 0.02% | +116,056+24.8% | Added |
| Dimensional Fund Advisors LP | 585,128 | $10.1M | 0.00% | +162,984+38.6% | Added |
| State of Wisconsin Investment Board | 589,057 | $10.2M | 0.02% | +38,356+7.0% | Added |
| Ceredex Value Advisors LLC | 599,650 | $10.4M | 0.31% | +180,009+42.9% | Added |
| Grandeur Peak Global Advisors, LLC | 658,770 | $11.4M | 1.53% | +23,447+3.7% | Added |
| Rockefeller Capital Management L.P. | 695,695 | $12.0M | 0.02% | −19,249−2.7% | Reduced |
| Russell Investments Group, Ltd. | 722,160 | $12.5M | 0.01% | +26,039+3.7% | Added |
| GW&K Investment Management, LLC | 797,494 | $13.8M | 0.12% | −13,197−1.6% | Reduced |
| Nomura Asset Management International Inc. | 912,730 | $15.8M | 0.02% | +912,730 | New |
| Bank of America Corp | 930,009 | $16.1M | 0.00% | +5,323+0.6% | Added |
| Royce & Associates LP | 932,891 | $16.1M | 0.16% | −230,409−19.8% | Reduced |
| Emerald Advisers, LLC | 988,706 | $17.1M | 0.53% | +185,052+23.0% | Added |
| Schroder Investment Management Group | 993,612 | $17.3M | 0.01% | +138,645+16.2% | Added |
| Basswood Capital Management, L.L.C. | 1,084,985 | $18.8M | 0.83% | −207,539−16.1% | Reduced |
| Morgan Stanley | 1,137,265 | $19.7M | 0.00% | +668,799+142.8% | Added |
| Wasatch Advisors Inc | 1,162,539 | $20.1M | 0.12% | −163,625−12.3% | Reduced |
| Frontier Capital Management Co LLC | 1,220,833 | $21.1M | 0.22% | +1,220,833 | New |
| Franklin Resources Inc | 1,315,333 | $22.8M | 0.01% | +15,308+1.2% | Added |
| Raymond James Financial Inc | 1,360,941 | $23.7M | 0.01% | +237,734+21.2% | Added |
| Boston Partners | 1,378,939 | $23.9M | 0.02% | +623,330+82.5% | Added |
| Walleye Capital LLC | 1,465,873 | $25.4M | 0.14% | +9,999+0.7% | Added |
| Geode Capital Management, LLC | 1,511,986 | $26.2M | 0.00% | +3,939+0.3% | Added |
| Goldman Sachs Group Inc | 1,535,678 | $26.6M | 0.00% | +29,545+2.0% | Added |
| Ameriprise Financial Inc | 1,596,022 | $27.6M | 0.01% | +17,924+1.1% | Added |
| State Street Corp | 1,798,302 | $31.1M | 0.00% | +39,544+2.2% | Added |
| Westwood Holdings Group Inc. | 2,024,905 | $35.0M | 0.28% | +254,141+14.4% | Added |
| Adage Capital Partners GP, L.L.C. | 2,580,571 | $44.6M | 0.07% | +708,052+37.8% | Added |
| Nuveen, LLC | 2,861,405 | $49.5M | 0.01% | +646,143+29.2% | Added |
| Vanguard Group Inc | 3,722,756 | $64.4M | 0.00% | +241,363+6.9% | Added |
| Wellington Management Group LLP | 3,757,859 | $65.0M | 0.01% | −412,403−9.9% | Reduced |
| William Blair Investment Management, LLC | 3,946,163 | $68.3M | 0.19% | +379,652+10.6% | Added |
| BlackRock, Inc. | 4,746,791 | $82.1M | 0.00% | +78,519+1.7% | Added |
| FMR LLC | 9,799,260 | $169.5M | 0.01% | +195,937+2.0% | Added |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,049,755−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −208,034−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −130,298−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −99,539−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −79,562−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −64,733−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −31,121−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −25,600−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −21,835−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −14,978−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,491−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −5,510−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,426−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |