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 |
|---|---|---|---|---|---|
| Avion Wealth | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $128 | 0.00% | +7 | New |
| Advisory Services Network, LLC | 14 | $254 | 0.00% | +14 | New |
| Harbour Investments, Inc. | 17 | $326 | 0.00% | +17 | New |
| Massmutual Trust Co FSB | 20 | $363 | 0.00% | +14+233.3% | Added |
| JPL Wealth Management, LLC | 20 | $364 | 0.00% | +20 | New |
| Larson Financial Group LLC | 24 | $436 | 0.00% | −294−92.5% | Reduced |
| UMA Financial Services, Inc. | 28 | $509 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 61 | $1.11K | 0.00% | −10−14.1% | Reduced |
| MAI Capital Management | 67 | $1.22K | 0.00% | +47+235.0% | Added |
| Wolff Wiese Magana LLC | 70 | $1.27K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 77 | $1.40K | 0.00% | +40+108.1% | Added |
| Bayban | 79 | $1.44K | 0.00% | +79 | New |
| Johnson Financial Group, Inc. | 81 | $1.47K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 85 | $1.53K | 0.00% | +24+39.3% | Added |
| Signaturefd, LLC | 86 | $1.56K | 0.00% | −140−61.9% | Reduced |
| Huntington National Bank | 86 | $1.56K | 0.00% | +86 | New |
| Zions Bancorporation, National Association | 106 | $1.93K | 0.00% | +20+23.3% | Added |
| Rothschild Investment LLC | 124 | $2.25K | 0.00% | +86+226.3% | Added |
| Parallel Advisors, LLC | 264 | $4.79K | 0.00% | +82+45.1% | Added |
| IFP Advisors, Inc | 271 | $4.92K | 0.00% | +250+1,190.5% | Added |
| Whittier Trust Co of Nevada Inc | 388 | $6.88K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 390 | $7.08K | 0.00% | −104−21.1% | Reduced |
| EverSource Wealth Advisors, LLC | 424 | $7.70K | 0.00% | −7−1.6% | Reduced |
| Sterling Capital Management LLC | 424 | $7.70K | 0.00% | +11+2.7% | Added |
| Smartleaf Asset Management LLC | 443 | $7.75K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 427 | $7.75K | 0.00% | +74+21.0% | Added |
| Aster Capital Management (DIFC) Ltd | 460 | $8.46K | 0.00% | +460 | New |
| Essential Partners LLC | 524 | $9.52K | 0.00% | +468+835.7% | Added |
| SRS Capital Advisors, Inc. | 542 | $9.84K | 0.00% | −133−19.7% | Reduced |
| Advisor Group Holdings, Inc. | 570 | $10.4K | 0.00% | −20−3.4% | Reduced |
| Versant Capital Management, Inc | 596 | $10.8K | 0.00% | −621−51.0% | Reduced |
| Nisa Investment Advisors, LLC | 695 | $12.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 733 | $13.3K | 0.00% | +707+2,719.2% | Added |
| Quadrant Capital Group LLC | 1,850 | $33.6K | 0.00% | +446+31.8% | Added |
| Assetmark, Inc | 1,951 | $35.4K | 0.00% | +510+35.4% | Added |
| State of Wyoming | 2,355 | $42.8K | 0.01% | −15,630−86.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,481 | $45.1K | 0.00% | −3,624−59.4% | Reduced |
| Jones Financial Companies LLLP | 4,742 | $81.7K | 0.00% | +4,742 | New |
| Ameritas Investment Partners, Inc. | 5,195 | $94.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,750 | $104.4K | 0.00% | −4,929−46.2% | Reduced |
| The PNC Financial Services Group, Inc. | 6,852 | $124.4K | 0.00% | +1,338+24.3% | Added |
| Prudential Financial Inc | 10,030 | $182.1K | 0.00% | +10,030 | New |
| Voya Investment Management LLC | 10,746 | $195.1K | 0.00% | −220−2.0% | Reduced |
| Pictet Asset Management Holding SA | 10,804 | $196.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,089 | $220.0K | 0.00% | −9,248−43.3% | Reduced |
| State Board of Administration of Florida Retirement System | 12,190 | $221.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 12,252 | $222.5K | 0.00% | +9,874+415.2% | Added |
| CWM, LLC | 12,642 | $229.6K | 0.00% | +8,088+177.6% | Added |
| Intech Investment Management LLC | 13,393 | $243.2K | 0.00% | −9,539−41.6% | Reduced |
| Amundi | 13,605 | $247.1K | 0.00% | −22,703−62.5% | Reduced |
| Ritholtz Wealth Management | 13,710 | $249.0K | 0.00% | +13,710 | New |
| Captrust Financial Advisors | 13,719 | $249.1K | 0.00% | +2,605+23.4% | Added |
| US Bancorp | 13,887 | $252.2K | 0.00% | +433+3.2% | Added |
| Oppenheimer Asset Management Inc. | 14,086 | $255.8K | 0.00% | +551+4.1% | Added |
| Vanguard Investments Australia, Ltd. | 14,101 | $256.1K | 0.00% | +14,101 | New |
| KLP Kapitalforvaltning AS | 14,200 | $257.9K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,465 | $262.7K | 0.00% | +14,465 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,140 | $274.9K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 15,848 | $287.8K | 0.00% | +3,808+31.6% | Added |
| Ieq Capital, LLC | 16,622 | $301.9K | 0.00% | +16,622 | New |
| Police & Firemen's Retirement System of New Jersey | 16,889 | $306.7K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 18,312 | $332.5K | 0.00% | +546+3.1% | Added |
| Mariner, LLC | 18,778 | $341.0K | 0.00% | +2,554+15.7% | Added |
| Wescott Financial Advisory Group, LLC | 20,422 | $370.9K | 0.03% | +82+0.4% | Added |
| Bleakley Financial Group, LLC | 20,866 | $378.9K | 0.01% | −1,176−5.3% | Reduced |
| New York State Common Retirement Fund | 21,055 | $382.4K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 21,497 | $389.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 21,623 | $392.7K | 0.00% | +2,692+14.2% | Added |
| Kings Path Partners LLC | 22,060 | $400.6K | 0.14% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 22,639 | $411.1K | 0.04% | +22,639 | New |
| Voleon Capital Management LP | 22,823 | $414.5K | 0.01% | +22,823 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,225 | $421.8K | 0.00% | +7,450+47.2% | Added |
| Vanguard Global Advisers, LLC | 26,371 | $478.9K | 0.00% | +26,371 | New |
| Fifth Third Bancorp | 27,616 | $501.5K | 0.00% | +27,552+43,050.0% | Added |
| Manufacturers Life Insurance Company, The | 28,076 | $509.9K | 0.00% | −211−0.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 30,670 | $557.0K | 0.00% | +1,812+6.3% | Added |
| Quantinno Capital Management LP | 32,791 | $595.5K | 0.00% | +8,567+35.4% | Added |
| JPMorgan Chase & Co | 37,455 | $655.1K | 0.00% | −30,583−44.9% | Reduced |
| Vident Advisory, LLC | 36,428 | $661.5K | 0.01% | +36,428 | New |
| Janus Henderson Group PLC | 36,494 | $662.5K | 0.00% | +13,900+61.5% | Added |
| MetLife Investment Management | 36,504 | $662.9K | 0.00% | −310−0.8% | Reduced |
| Penn Capital Management Co Inc | 40,012 | $726.6K | 0.06% | +5,548+16.1% | Added |
| Globeflex Capital L P | 40,307 | $732.0K | 0.11% | 00.0% | Unchanged |
| Legal & General Group Plc | 41,554 | $754.6K | 0.00% | −12,367−22.9% | Reduced |
| Creative Planning | 42,580 | $773.3K | 0.00% | +663+1.6% | Added |
| Vanguard Asset Management, Ltd | 44,426 | $806.8K | 0.00% | +44,426 | New |
| Price T Rowe Associates Inc | 44,570 | $810.0K | 0.00% | +8,270+22.8% | Added |
| Citadel Advisors LLC | 44,691 | $811.6K | 0.00% | −131,307−74.6% | Reduced |
| Algert Global LLC | 45,986 | $835.1K | 0.01% | −75,740−62.2% | Reduced |
| Alliancebernstein L.P. | 50,090 | $866.6K | 0.00% | 00.0% | Unchanged |
| Natixis | 53,900 | $978.8K | 0.00% | +53,900 | New |
| BNP Paribas Arbitrage, SA | 56,155 | $1.02M | 0.00% | +42,098+299.5% | Added |
| Deutsche Bank AG | 56,829 | $1.03M | 0.00% | +11,569+25.6% | Added |
| Neuberger Berman Group LLC | 59,376 | $1.08M | 0.00% | +635+1.1% | Added |
| Kennedy Capital Management, Inc. | 59,566 | $1.08M | 0.02% | +1,920+3.3% | Added |
| Bull Street Advisors, LLC | 63,278 | $1.15M | 0.57% | +63,278 | New |
| UBS Asset Management Americas Inc | 67,021 | $1.22M | 0.00% | −114,012−63.0% | Reduced |
| Private Advisor Group, LLC | 72,012 | $1.31M | 0.01% | +288+0.4% | Added |