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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 76,264 | $1.38M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 78,641 | $1.43M | 0.00% | +2,538+3.3% | Added |
| Barclays PLC | 82,313 | $1.49M | 0.00% | −14,590−15.1% | Reduced |
| Wesbanco Bank Inc | 84,000 | $1.53M | 0.04% | +27,000+47.4% | Added |
| California State Teachers Retirement System | 86,364 | $1.57M | 0.00% | +24,578+39.8% | Added |
| Invesco Ltd. | 87,813 | $1.59M | 0.00% | −40,300−31.5% | Reduced |
| Susquehanna International Group, LLP | 90,142 | $1.64M | 0.00% | +38,676+75.1% | Added |
| Riverwater Partners LLC | 90,241 | $1.64M | 0.55% | +90,241 | New |
| Wells Fargo & Company | 92,396 | $1.68M | 0.00% | −41,553−31.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 119,272 | $2.17M | 0.02% | +22,262+22.9% | Added |
| Jacobs Levy Equity Management, Inc | 121,582 | $2.21M | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 131,900 | $2.40M | 0.00% | +5,600+4.4% | Added |
| J. Goldman & Co LP | 145,619 | $2.64M | 0.12% | +145,619 | New |
| Envestnet Asset Management Inc | 147,039 | $2.67M | 0.00% | +896+0.6% | Added |
| AQR Capital Management LLC | 154,497 | $2.81M | 0.00% | +111,657+260.6% | Added |
| Ancora Advisors, LLC | 208,276 | $3.78M | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 228,288 | $4.15M | 0.00% | −62,806−21.6% | Reduced |
| Bank of New York Mellon Corp | 237,570 | $4.31M | 0.00% | +3,236+1.4% | Added |
| Pier Capital, LLC | 260,184 | $4.72M | 0.78% | −4,800−1.8% | Reduced |
| Marshall Wace, LLP | 316,929 | $5.76M | 0.01% | +316,929 | New |
| Ranger Investment Management, L.P. | 367,855 | $6.68M | 0.48% | −1,315−0.4% | Reduced |
| Morgan Stanley | 369,589 | $6.71M | 0.00% | −767,676−67.5% | Reduced |
| Grandeur Peak Global Advisors, LLC | 423,510 | $7.69M | 1.80% | −235,260−35.7% | Reduced |
| State of Wisconsin Investment Board | 445,695 | $8.09M | 0.02% | −143,362−24.3% | Reduced |
| Vanguard Fiduciary Trust Co | 460,284 | $8.36M | 0.00% | +460,284 | New |
| Silvercrest Asset Management Group LLC | 463,433 | $8.42M | 0.06% | +35,793+8.4% | Added |
| Loomis Sayles & Co L P | 476,589 | $8.65M | 0.01% | −38,346−7.4% | Reduced |
| Vanguard Portfolio Management LLC | 498,888 | $9.06M | 0.00% | +498,888 | New |
| Northern Trust Corp | 535,802 | $9.73M | 0.00% | +38,980+7.8% | Added |
| Charles Schwab Investment Management Inc | 553,135 | $10.0M | 0.00% | +11,716+2.2% | Added |
| Ceredex Value Advisors LLC | 580,900 | $10.5M | 0.33% | −18,750−3.1% | Reduced |
| SEI Investments Co | 610,588 | $11.1M | 0.01% | +367,525+151.2% | Added |
| First Eagle Investment Management, LLC | 615,057 | $11.2M | 0.02% | +31,209+5.3% | Added |
| Emerald Mutual Fund Advisers Trust | 621,774 | $11.3M | 0.55% | +80,490+14.9% | Added |
| Rockefeller Capital Management L.P. | 688,299 | $12.5M | 0.02% | −7,396−1.1% | Reduced |
| Basswood Capital Management, L.L.C. | 788,737 | $14.3M | 0.73% | −296,248−27.3% | Reduced |
| Russell Investments Group, Ltd. | 832,362 | $15.1M | 0.02% | +110,202+15.3% | Added |
| Dimensional Fund Advisors LP | 852,987 | $15.5M | 0.00% | +267,859+45.8% | Added |
| Schroder Investment Management Group | 989,788 | $17.3M | 0.01% | −3,824−0.4% | Reduced |
| Royce & Associates LP | 971,991 | $17.7M | 0.17% | +39,100+4.2% | Added |
| Emerald Advisers, LLC | 1,019,869 | $18.5M | 0.59% | +31,163+3.2% | Added |
| GW&K Investment Management, LLC | 1,054,005 | $19.1M | 0.17% | +256,511+32.2% | Added |
| Wasatch Advisors Inc | 1,120,404 | $20.3M | 0.14% | −42,135−3.6% | Reduced |
| Aristotle Capital Boston, LLC | 1,233,458 | $22.4M | 1.39% | +745,994+153.0% | Added |
| Nomura Asset Management International Inc. | 1,249,136 | $22.7M | 0.04% | +336,406+36.9% | Added |
| Raymond James Financial Inc | 1,310,163 | $22.9M | 0.01% | −50,778−3.7% | Reduced |
| Bank of America Corp | 1,316,482 | $23.9M | 0.00% | +386,473+41.6% | Added |
| Franklin Resources Inc | 1,345,374 | $24.4M | 0.01% | +30,041+2.3% | Added |
| Walleye Capital LLC | 1,346,310 | $24.4M | 0.15% | −119,563−8.2% | Reduced |
| Geode Capital Management, LLC | 1,613,673 | $29.3M | 0.00% | +101,687+6.7% | Added |
| State Street Corp | 1,774,568 | $32.2M | 0.00% | −23,734−1.3% | Reduced |
| Goldman Sachs Group Inc | 1,841,280 | $33.4M | 0.00% | +305,602+19.9% | Added |
| Frontier Capital Management Co LLC | 1,867,595 | $33.9M | 0.35% | +646,762+53.0% | Added |
| Westwood Holdings Group Inc. | 1,958,252 | $35.6M | 0.26% | −66,653−3.3% | Reduced |
| Ameriprise Financial Inc | 1,967,170 | $35.7M | 0.01% | +371,148+23.3% | Added |
| Boston Partners | 1,983,844 | $36.0M | 0.04% | +604,905+43.9% | Added |
| Capital World Investors | 2,602,595 | $47.3M | 0.01% | +2,602,595 | New |
| Adage Capital Partners GP, L.L.C. | 2,611,858 | $47.4M | 0.07% | +31,287+1.2% | Added |
| Vanguard Capital Management LLC | 2,761,518 | $50.1M | 0.00% | +2,761,518 | New |
| Nuveen, LLC | 2,975,457 | $54.0M | 0.01% | +114,052+4.0% | Added |
| Wellington Management Group LLP | 3,925,854 | $71.3M | 0.01% | +167,995+4.5% | Added |
| William Blair Investment Management, LLC | 4,076,313 | $74.0M | 0.24% | +130,150+3.3% | Added |
| BlackRock, Inc. | 4,775,776 | $86.7M | 0.00% | +28,985+0.6% | Added |
| FMR LLC | 10,044,082 | $182.4M | 0.01% | +244,822+2.5% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −279,025−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −165,640−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −147,352−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −82,626−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −76,033−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −32,700−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −28,993−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −27,952−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,515−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −18,662−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −16,225−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −11,406−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −11,366−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,285−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −11,009−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −10,447−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −10,138−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −10,069−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −4,995−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,954−100.0% | Sold out |
| First Horizon Corp | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |