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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.

Institutional holdersQ4 2025: 171 institutions
Q1 2021: 0 institutionsQ2 2021: 58 institutionsQ3 2021: 64 institutionsQ4 2021: 86 institutionsQ1 2022: 98 institutionsQ2 2022: 94 institutionsQ3 2022: 94 institutionsQ4 2022: 92 institutionsQ1 2023: 98 institutionsQ2 2023: 100 institutionsQ3 2023: 102 institutionsQ4 2023: 123 institutionsQ1 2024: 146 institutionsQ2 2024: 127 institutionsQ3 2024: 148 institutionsQ4 2024: 172 institutionsQ1 2025: 172 institutionsQ2 2025: 168 institutionsQ3 2025: 165 institutionsQ4 2025: 171 institutionsQ1 2026: 164 institutionsQ2 2026: 163 institutions
Value heldQ4 2025: $1.19B
Q1 2021: $0Q2 2021: $434.7MQ3 2021: $478.6MQ4 2021: $485.6MQ1 2022: $418.3MQ2 2022: $227.7MQ3 2022: $238.7MQ4 2022: $355.5MQ1 2023: $315.8MQ2 2023: $279.9MQ3 2023: $348.4MQ4 2023: $432.5MQ1 2024: $609.9MQ2 2024: $769.2MQ3 2024: $968.2MQ4 2024: $1.25BQ1 2025: $1.02BQ2 2025: $1.21BQ3 2025: $1.38BQ4 2025: $1.19BQ1 2026: $1.35BQ2 2026: $1.26B
Institutions holding PWP and their total value by quarter
QuarterHoldersValue
Q2 2026163$1.26B
Q1 2026164$1.35B
Q4 2025171$1.19B
Q3 2025165$1.38B
Q2 2025168$1.21B
Q1 2025172$1.02B
Q4 2024172$1.25B
Q3 2024148$968.2M
Q2 2024127$769.2M
Q1 2024146$609.9M
Q4 2023123$432.5M
Q3 2023102$348.4M
Q2 2023100$279.9M
Q1 202398$315.8M
Q4 202292$355.5M
Q3 202294$238.7M
Q2 202294$227.7M
Q1 202298$418.3M
Q4 202186$485.6M
Q3 202164$478.6M
Q2 202158$434.7M
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q3 2025.

Institutions holding PWP in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Police & Firemen's Retirement System of New Jersey16,889$292.2K0.00%00.0%Unchanged
Comerica Bank16,554$286.4K0.00%+15,680+1,794.1%Added
Atomi Financial Group, Inc.16,225$280.7K0.01%+40.0%Added
Mariner, LLC16,224$280.7K0.00%−328−2.0%Reduced
Engineers Gate Manager LP16,100$278.5K0.00%−8,618−34.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)15,775$272.9K0.00%−4,723−23.0%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH15,140$261.9K0.00%−29,349−66.0%Reduced
KLP Kapitalforvaltning AS14,200$245.7K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA14,057$243.2K0.00%−24,965−64.0%Reduced
Oppenheimer Asset Management Inc.13,535$234.2K0.00%−173−1.3%Reduced
US Bancorp13,454$232.8K0.00%+1,147+9.3%Added
State Board of Administration of Florida Retirement System12,190$210.9K0.00%00.0%Unchanged
Commerce Bank12,040$208.3K0.00%−120−1.0%Reduced
Mirabella Financial Services LLP11,406$197.3K0.02%+11,406New
ProShare Advisors LLC11,366$196.6K0.00%+733+6.9%Added
Bridgefront Capital, LLC11,285$195.2K0.05%+11,285New
Captrust Financial Advisors11,114$192.3K0.00%+1,330+13.6%Added
Quest Partners LLC11,009$190.5K0.01%+9,774+791.4%Added
Voya Investment Management LLC10,966$189.7K0.00%−1,311−10.7%Reduced
Pictet Asset Management Holding SA10,804$186.9K0.00%+10,804New
Citigroup Inc10,679$184.7K0.00%−6,223−36.8%Reduced
Alpine Global Management, LLC10,447$180.7K0.04%+10,447New
Harbor Capital Advisors, Inc.10,138$175.0K0.01%+997+10.9%Added
Man Group plc10,069$174.2K0.00%−47,080−82.4%Reduced
Tower Research Capital LLC (TRC)6,105$105.6K0.00%+964+18.8%Added
The PNC Financial Services Group, Inc.5,514$95.4K0.00%−974−15.0%Reduced
Ameritas Investment Partners, Inc.5,195$89.9K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.4,995$86.4K0.01%+4,995New
CWM, LLC4,554$79.0K0.00%+156+3.5%Added
Torren Management, LLC3,592$62.1K0.03%+3,592New
Los Angeles Capital Management LLC2,378$44.8K0.00%+2,378New
Amalgamated Bank1,954$34.0K0.00%+163+9.1%Added
Assetmark, Inc1,441$24.9K0.00%00.0%Unchanged
Quadrant Capital Group LLC1,404$24.3K0.00%+275+24.4%Added
Versant Capital Management, Inc1,217$21.1K0.00%+12+1.0%Added
Nisa Investment Advisors, LLC695$12.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.675$11.7K0.00%−162−19.4%Reduced
Advisor Group Holdings, Inc.590$10.2K0.00%−47−7.4%Reduced
Optiver Holding B.V.494$8.55K0.00%+6+1.2%Added
First Horizon Corp470$8.13K0.00%+172+57.7%Added
Smartleaf Asset Management LLC443$7.73K0.00%+87+24.4%Added
EverSource Wealth Advisors, LLC431$7.46K0.00%−307−41.6%Reduced
Whittier Trust Co of Nevada Inc388$7.30K0.00%00.0%Unchanged
Sterling Capital Management LLC413$7.14K0.00%+262+173.5%Added
Bell Investment Advisors, Inc370$6.40K0.00%+370New
GAMMA Investing LLC353$6.11K0.00%−17−4.6%Reduced
Larson Financial Group LLC318$5.50K0.00%+281+759.5%Added
Signaturefd, LLC226$3.91K0.00%+17+8.1%Added
Parallel Advisors, LLC182$3.15K0.00%−4−2.2%Reduced
Northwestern Mutual Wealth Management Co145$2.51K0.00%+145New
Pinnacle Wealth Planning Services, Inc.128$2.21K0.00%+128New
Zions Bancorporation, National Association86$1.49K0.00%+86New
Johnson Financial Group, Inc.81$1.40K0.00%00.0%Unchanged
Quarry LP71$1.23K0.00%−31−30.4%Reduced
Wolff Wiese Magana LLC70$1.21K0.00%00.0%Unchanged
Global Retirement Partners, LLC68$1.18K0.00%+21+44.7%Added
Fifth Third Bancorp64$1.11K0.00%−8−11.1%Reduced
Farther Finance Advisors, LLC61$1.05K0.00%+23+60.5%Added
Brown Brothers Harriman & Co60$1.04K0.00%+60New
Essential Partners LLC56$9690.00%+54+2,700.0%Added
Rothschild Investment LLC38$6570.00%−62−62.0%Reduced
True Wealth Design, LLC37$6410.00%00.0%Unchanged
UMA Financial Services, Inc.28$4850.00%+28New
Allworth Financial LP26$4500.00%+9+52.9%Added
IFP Advisors, Inc21$3630.00%00.0%Unchanged
MAI Capital Management20$3460.00%+20New
Sunbelt Securities, Inc.10$1730.00%+10New
Massmutual Trust Co FSB6$1040.00%00.0%Unchanged
Bessemer Group Inc20$00.00%00.0%Unchanged
Avion Wealth31$00.00%00.0%Unchanged
Covestor Ltd6$00.00%00.0%Unchanged
Macquarie Group Ltd0$00.00%−1,049,755−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−208,034−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−130,298−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−99,539−100.0%Sold out
Calamos Advisors LLC0$00.00%−79,562−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−64,733−100.0%Sold out
XTX Topco Ltd0$00.00%−31,121−100.0%Sold out
Renaissance Technologies LLC0$00.00%−25,600−100.0%Sold out
Aviva PLC0$00.00%−21,835−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−14,978−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−10,491−100.0%Sold out
Versor Investments LP0$00.00%−9,900−100.0%Sold out
New York State Teachers Retirement System0$00.00%−5,510−100.0%Sold out
Simplex Trading, LLC0$00.00%−4,426−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−151−100.0%Sold out
Mather Group, LLC.0$00.00%−147−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−36−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−20−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−20−100.0%Sold out
Advisory Services Network, LLC0$00.00%−14−100.0%Sold out