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, Q1 2026
Institutional positions in Perella Weinberg Partners as of Mar 31, 2026. 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
- 164
- −4 vs. Q4 2025
- Shares held
- 74.5M
- +9.67M (+14.9%) vs. Q4 2025
- Total value
- $1.35B
- +$229.3M (+20.4%) vs. Q4 2025
- New holders
- 27
- 73 more added
- Sold out
- 31
- 42 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 10,044,082 | $182.4M | 0.01% | +244,822+2.5% | Added |
| BlackRock, Inc. | 4,775,776 | $86.7M | 0.00% | +28,985+0.6% | Added |
| William Blair Investment Management, LLC | 4,076,313 | $74.0M | 0.24% | +130,150+3.3% | Added |
| Wellington Management Group LLP | 3,925,854 | $71.3M | 0.01% | +167,995+4.5% | Added |
| Nuveen, LLC | 2,975,457 | $54.0M | 0.01% | +114,052+4.0% | Added |
| Vanguard Capital Management LLC | 2,761,518 | $50.1M | 0.00% | +2,761,518 | New |
| Adage Capital Partners GP, L.L.C. | 2,611,858 | $47.4M | 0.07% | +31,287+1.2% | Added |
| Capital World Investors | 2,602,595 | $47.3M | 0.01% | +2,602,595 | New |
| Boston Partners | 1,983,844 | $36.0M | 0.04% | +604,905+43.9% | Added |
| Ameriprise Financial Inc | 1,967,170 | $35.7M | 0.01% | +371,148+23.3% | Added |
| Westwood Holdings Group Inc. | 1,958,252 | $35.6M | 0.26% | −66,653−3.3% | Reduced |
| Frontier Capital Management Co LLC | 1,867,595 | $33.9M | 0.35% | +646,762+53.0% | Added |
| Goldman Sachs Group Inc | 1,841,280 | $33.4M | 0.00% | +305,602+19.9% | Added |
| State Street Corp | 1,774,568 | $32.2M | 0.00% | −23,734−1.3% | Reduced |
| Geode Capital Management, LLC | 1,613,673 | $29.3M | 0.00% | +101,687+6.7% | Added |
| Walleye Capital LLC | 1,346,310 | $24.4M | 0.15% | −119,563−8.2% | Reduced |
| Franklin Resources Inc | 1,345,374 | $24.4M | 0.01% | +30,041+2.3% | Added |
| Bank of America Corp | 1,316,482 | $23.9M | 0.00% | +386,473+41.6% | Added |
| Raymond James Financial Inc | 1,310,163 | $22.9M | 0.01% | −50,778−3.7% | Reduced |
| Nomura Asset Management International Inc. | 1,249,136 | $22.7M | 0.04% | +336,406+36.9% | Added |
| Aristotle Capital Boston, LLC | 1,233,458 | $22.4M | 1.39% | +745,994+153.0% | Added |
| Wasatch Advisors Inc | 1,120,404 | $20.3M | 0.14% | −42,135−3.6% | Reduced |
| GW&K Investment Management, LLC | 1,054,005 | $19.1M | 0.17% | +256,511+32.2% | Added |
| Emerald Advisers, LLC | 1,019,869 | $18.5M | 0.59% | +31,163+3.2% | Added |
| Royce & Associates LP | 971,991 | $17.7M | 0.17% | +39,100+4.2% | Added |
| Schroder Investment Management Group | 989,788 | $17.3M | 0.01% | −3,824−0.4% | Reduced |
| Dimensional Fund Advisors LP | 852,987 | $15.5M | 0.00% | +267,859+45.8% | Added |
| Russell Investments Group, Ltd. | 832,362 | $15.1M | 0.02% | +110,202+15.3% | Added |
| Basswood Capital Management, L.L.C. | 788,737 | $14.3M | 0.73% | −296,248−27.3% | Reduced |
| Rockefeller Capital Management L.P. | 688,299 | $12.5M | 0.02% | −7,396−1.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 621,774 | $11.3M | 0.55% | +80,490+14.9% | Added |
| First Eagle Investment Management, LLC | 615,057 | $11.2M | 0.02% | +31,209+5.3% | Added |
| SEI Investments Co | 610,588 | $11.1M | 0.01% | +367,525+151.2% | Added |
| Ceredex Value Advisors LLC | 580,900 | $10.5M | 0.33% | −18,750−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 553,135 | $10.0M | 0.00% | +11,716+2.2% | Added |
| Northern Trust Corp | 535,802 | $9.73M | 0.00% | +38,980+7.8% | Added |
| Vanguard Portfolio Management LLC | 498,888 | $9.06M | 0.00% | +498,888 | New |
| Loomis Sayles & Co L P | 476,589 | $8.65M | 0.01% | −38,346−7.4% | Reduced |
| Silvercrest Asset Management Group LLC | 463,433 | $8.42M | 0.06% | +35,793+8.4% | Added |
| Vanguard Fiduciary Trust Co | 460,284 | $8.36M | 0.00% | +460,284 | New |
| State of Wisconsin Investment Board | 445,695 | $8.09M | 0.02% | −143,362−24.3% | Reduced |
| Grandeur Peak Global Advisors, LLC | 423,510 | $7.69M | 1.80% | −235,260−35.7% | Reduced |
| Morgan Stanley | 369,589 | $6.71M | 0.00% | −767,676−67.5% | Reduced |
| Ranger Investment Management, L.P. | 367,855 | $6.68M | 0.48% | −1,315−0.4% | Reduced |
| Marshall Wace, LLP | 316,929 | $5.76M | 0.01% | +316,929 | New |
| Pier Capital, LLC | 260,184 | $4.72M | 0.78% | −4,800−1.8% | Reduced |
| Bank of New York Mellon Corp | 237,570 | $4.31M | 0.00% | +3,236+1.4% | Added |
| UBS Group AG | 228,288 | $4.15M | 0.00% | −62,806−21.6% | Reduced |
| Ancora Advisors, LLC | 208,276 | $3.78M | 0.08% | 00.0% | Unchanged |
| AQR Capital Management LLC | 154,497 | $2.81M | 0.00% | +111,657+260.6% | Added |
| Envestnet Asset Management Inc | 147,039 | $2.67M | 0.00% | +896+0.6% | Added |
| J. Goldman & Co LP | 145,619 | $2.64M | 0.12% | +145,619 | New |
| Swiss National Bank | 131,900 | $2.40M | 0.00% | +5,600+4.4% | Added |
| Jacobs Levy Equity Management, Inc | 121,582 | $2.21M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 119,272 | $2.17M | 0.02% | +22,262+22.9% | Added |
| Wells Fargo & Company | 92,396 | $1.68M | 0.00% | −41,553−31.0% | Reduced |
| Riverwater Partners LLC | 90,241 | $1.64M | 0.55% | +90,241 | New |
| Susquehanna International Group, LLP | 90,142 | $1.64M | 0.00% | +38,676+75.1% | Added |
| Invesco Ltd. | 87,813 | $1.59M | 0.00% | −40,300−31.5% | Reduced |
| California State Teachers Retirement System | 86,364 | $1.57M | 0.00% | +24,578+39.8% | Added |
| Wesbanco Bank Inc | 84,000 | $1.53M | 0.04% | +27,000+47.4% | Added |
| Barclays PLC | 82,313 | $1.49M | 0.00% | −14,590−15.1% | Reduced |
| Rhumbline Advisers | 78,641 | $1.43M | 0.00% | +2,538+3.3% | Added |
| Public Employees Retirement System of Ohio | 76,264 | $1.38M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 72,012 | $1.31M | 0.01% | +288+0.4% | Added |
| UBS Asset Management Americas Inc | 67,021 | $1.22M | 0.00% | −114,012−63.0% | Reduced |
| Bull Street Advisors, LLC | 63,278 | $1.15M | 0.57% | +63,278 | New |
| Kennedy Capital Management, Inc. | 59,566 | $1.08M | 0.02% | +1,920+3.3% | Added |
| Neuberger Berman Group LLC | 59,376 | $1.08M | 0.00% | +635+1.1% | Added |
| Deutsche Bank AG | 56,829 | $1.03M | 0.00% | +11,569+25.6% | Added |
| BNP Paribas Arbitrage, SA | 56,155 | $1.02M | 0.00% | +42,098+299.5% | Added |
| Natixis | 53,900 | $978.8K | 0.00% | +53,900 | New |
| Alliancebernstein L.P. | 50,090 | $866.6K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 45,986 | $835.1K | 0.01% | −75,740−62.2% | Reduced |
| Citadel Advisors LLC | 44,691 | $811.6K | 0.00% | −131,307−74.6% | Reduced |
| Price T Rowe Associates Inc | 44,570 | $810.0K | 0.00% | +8,270+22.8% | Added |
| Vanguard Asset Management, Ltd | 44,426 | $806.8K | 0.00% | +44,426 | New |
| Creative Planning | 42,580 | $773.3K | 0.00% | +663+1.6% | Added |
| Legal & General Group Plc | 41,554 | $754.6K | 0.00% | −12,367−22.9% | Reduced |
| Globeflex Capital L P | 40,307 | $732.0K | 0.11% | 00.0% | Unchanged |
| Penn Capital Management Co Inc | 40,012 | $726.6K | 0.06% | +5,548+16.1% | Added |
| MetLife Investment Management | 36,504 | $662.9K | 0.00% | −310−0.8% | Reduced |
| Janus Henderson Group PLC | 36,494 | $662.5K | 0.00% | +13,900+61.5% | Added |
| Vident Advisory, LLC | 36,428 | $661.5K | 0.01% | +36,428 | New |
| JPMorgan Chase & Co | 37,455 | $655.1K | 0.00% | −30,583−44.9% | Reduced |
| Quantinno Capital Management LP | 32,791 | $595.5K | 0.00% | +8,567+35.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 30,670 | $557.0K | 0.00% | +1,812+6.3% | Added |
| Manufacturers Life Insurance Company, The | 28,076 | $509.9K | 0.00% | −211−0.7% | Reduced |
| Fifth Third Bancorp | 27,616 | $501.5K | 0.00% | +27,552+43,050.0% | Added |
| Vanguard Global Advisers, LLC | 26,371 | $478.9K | 0.00% | +26,371 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,225 | $421.8K | 0.00% | +7,450+47.2% | Added |
| Voleon Capital Management LP | 22,823 | $414.5K | 0.01% | +22,823 | New |
| Dark Forest Capital Management LP | 22,639 | $411.1K | 0.04% | +22,639 | New |
| Kings Path Partners LLC | 22,060 | $400.6K | 0.14% | 00.0% | Unchanged |
| LPL Financial LLC | 21,623 | $392.7K | 0.00% | +2,692+14.2% | Added |
| State of Alaska, Department of Revenue | 21,497 | $389.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 21,055 | $382.4K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 20,866 | $378.9K | 0.01% | −1,176−5.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 20,422 | $370.9K | 0.03% | +82+0.4% | Added |
| Mariner, LLC | 18,778 | $341.0K | 0.00% | +2,554+15.7% | Added |