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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 18,312 | $332.5K | 0.00% | +546+3.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,889 | $306.7K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,622 | $301.9K | 0.00% | +16,622 | New |
| Commerce Bank | 15,848 | $287.8K | 0.00% | +3,808+31.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,140 | $274.9K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,465 | $262.7K | 0.00% | +14,465 | New |
| KLP Kapitalforvaltning AS | 14,200 | $257.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 14,101 | $256.1K | 0.00% | +14,101 | New |
| Oppenheimer Asset Management Inc. | 14,086 | $255.8K | 0.00% | +551+4.1% | Added |
| US Bancorp | 13,887 | $252.2K | 0.00% | +433+3.2% | Added |
| Captrust Financial Advisors | 13,719 | $249.1K | 0.00% | +2,605+23.4% | Added |
| Ritholtz Wealth Management | 13,710 | $249.0K | 0.00% | +13,710 | New |
| Amundi | 13,605 | $247.1K | 0.00% | −22,703−62.5% | Reduced |
| Intech Investment Management LLC | 13,393 | $243.2K | 0.00% | −9,539−41.6% | Reduced |
| CWM, LLC | 12,642 | $229.6K | 0.00% | +8,088+177.6% | Added |
| Los Angeles Capital Management LLC | 12,252 | $222.5K | 0.00% | +9,874+415.2% | Added |
| State Board of Administration of Florida Retirement System | 12,190 | $221.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,089 | $220.0K | 0.00% | −9,248−43.3% | Reduced |
| Pictet Asset Management Holding SA | 10,804 | $196.2K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,746 | $195.1K | 0.00% | −220−2.0% | Reduced |
| Prudential Financial Inc | 10,030 | $182.1K | 0.00% | +10,030 | New |
| The PNC Financial Services Group, Inc. | 6,852 | $124.4K | 0.00% | +1,338+24.3% | Added |
| Citigroup Inc | 5,750 | $104.4K | 0.00% | −4,929−46.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,195 | $94.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,742 | $81.7K | 0.00% | +4,742 | New |
| Tower Research Capital LLC (TRC) | 2,481 | $45.1K | 0.00% | −3,624−59.4% | Reduced |
| State of Wyoming | 2,355 | $42.8K | 0.01% | −15,630−86.9% | Reduced |
| Assetmark, Inc | 1,951 | $35.4K | 0.00% | +510+35.4% | Added |
| Quadrant Capital Group LLC | 1,850 | $33.6K | 0.00% | +446+31.8% | Added |
| Allworth Financial LP | 733 | $13.3K | 0.00% | +707+2,719.2% | Added |
| Nisa Investment Advisors, LLC | 695 | $12.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 596 | $10.8K | 0.00% | −621−51.0% | Reduced |
| Advisor Group Holdings, Inc. | 570 | $10.4K | 0.00% | −20−3.4% | Reduced |
| SRS Capital Advisors, Inc. | 542 | $9.84K | 0.00% | −133−19.7% | Reduced |
| Essential Partners LLC | 524 | $9.52K | 0.00% | +468+835.7% | Added |
| Aster Capital Management (DIFC) Ltd | 460 | $8.46K | 0.00% | +460 | New |
| GAMMA Investing LLC | 427 | $7.75K | 0.00% | +74+21.0% | Added |
| Smartleaf Asset Management LLC | 443 | $7.75K | 0.00% | 00.0% | Unchanged |
| 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 |
| Optiver Holding B.V. | 390 | $7.08K | 0.00% | −104−21.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 388 | $6.88K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 271 | $4.92K | 0.00% | +250+1,190.5% | Added |
| Parallel Advisors, LLC | 264 | $4.79K | 0.00% | +82+45.1% | Added |
| Rothschild Investment LLC | 124 | $2.25K | 0.00% | +86+226.3% | Added |
| Zions Bancorporation, National Association | 106 | $1.93K | 0.00% | +20+23.3% | Added |
| Signaturefd, LLC | 86 | $1.56K | 0.00% | −140−61.9% | Reduced |
| Huntington National Bank | 86 | $1.56K | 0.00% | +86 | New |
| Farther Finance Advisors, LLC | 85 | $1.53K | 0.00% | +24+39.3% | Added |
| Johnson Financial Group, Inc. | 81 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bayban | 79 | $1.44K | 0.00% | +79 | New |
| True Wealth Design, LLC | 77 | $1.40K | 0.00% | +40+108.1% | Added |
| Wolff Wiese Magana LLC | 70 | $1.27K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 67 | $1.22K | 0.00% | +47+235.0% | Added |
| Quarry LP | 61 | $1.11K | 0.00% | −10−14.1% | Reduced |
| UMA Financial Services, Inc. | 28 | $509 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $436 | 0.00% | −294−92.5% | Reduced |
| JPL Wealth Management, LLC | 20 | $364 | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 20 | $363 | 0.00% | +14+233.3% | Added |
| Harbour Investments, Inc. | 17 | $326 | 0.00% | +17 | New |
| Advisory Services Network, LLC | 14 | $254 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 7 | $128 | 0.00% | +7 | New |
| Avion Wealth | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |