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, Q2 2026
Institutional positions in Perella Weinberg Partners as of Jun 30, 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
- 163
- +1 vs. Q1 2026
- Shares held
- 79.0M
- +4.54M (+6.1%) vs. Q1 2026
- Total value
- $1.26B
- −$90.3M (−6.7%) vs. Q1 2026
- New holders
- 27
- 72 more added
- Sold out
- 26
- 44 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Perella Weinberg Partners; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 20 | $0 | 0.00% | +14+233.3% | Added |
| Medallion Wealth Advisors, LLC | 3 | $48 | 0.00% | +3 | New |
| Silver Grove Financial Group, Inc. | 4 | $64 | 0.00% | +4 | New |
| Larson Financial Group LLC | 16 | $255 | 0.00% | −8−33.3% | Reduced |
| Essential Partners LLC | 20 | $319 | 0.00% | −504−96.2% | Reduced |
| JPL Wealth Management, LLC | 20 | $320 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 24 | $384 | 0.00% | +24 | New |
| UMA Financial Services, Inc. | 28 | $447 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $702 | 0.00% | −380−89.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 47 | $750 | 0.00% | +47 | New |
| Wolff Wiese Magana LLC | 70 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bayban | 79 | $1.26K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $1.28K | 0.00% | −44−35.5% | Reduced |
| Huntington National Bank | 86 | $1.37K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 108 | $1.72K | 0.00% | +22+25.6% | Added |
| Farther Finance Advisors, LLC | 168 | $2.68K | 0.00% | +83+97.6% | Added |
| Zions Bancorporation, National Association | 232 | $3.70K | 0.00% | +126+118.9% | Added |
| Los Angeles Capital Management LLC | 238 | $3.80K | 0.00% | −12,014−98.1% | Reduced |
| Optiver Holding B.V. | 238 | $3.80K | 0.00% | −152−39.0% | Reduced |
| Sterling Capital Management LLC | 247 | $3.94K | 0.00% | −177−41.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 388 | $6.33K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 443 | $6.83K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 436 | $6.96K | 0.00% | +9+2.1% | Added |
| Advisor Group Holdings, Inc. | 545 | $8.70K | 0.00% | −25−4.4% | Reduced |
| Parallel Advisors, LLC | 568 | $9.06K | 0.00% | +304+115.2% | Added |
| Nisa Investment Advisors, LLC | 695 | $11.1K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 1,128 | $18.0K | 0.00% | +1,128 | New |
| SRS Capital Advisors, Inc. | 1,362 | $21.7K | 0.00% | +820+151.3% | Added |
| Assetmark, Inc | 2,496 | $39.8K | 0.00% | +545+27.9% | Added |
| Allworth Financial LP | 3,143 | $50.2K | 0.00% | +2,410+328.8% | Added |
| Tower Research Capital LLC (TRC) | 5,259 | $83.9K | 0.00% | +2,778+112.0% | Added |
| Emerald Mutual Fund Advisers Trust | 5,763 | $92.0K | 0.00% | −616,011−99.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,376 | $101.8K | 0.00% | +1,181+22.7% | Added |
| Global Retirement Partners, LLC | 7,036 | $112.3K | 0.00% | +7,036 | New |
| Jones Financial Companies LLLP | 7,177 | $118.9K | 0.00% | +2,435+51.3% | Added |
| The PNC Financial Services Group, Inc. | 10,107 | $161.3K | 0.00% | +3,255+47.5% | Added |
| Pictet Asset Management Holding SA | 10,804 | $172.4K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 10,988 | $175.4K | 0.00% | +10,988 | New |
| Blueshift Asset Management, LLC | 11,312 | $180.5K | 0.04% | +11,312 | New |
| Susquehanna International Group, LLP | 11,315 | $180.6K | 0.00% | −78,827−87.4% | Reduced |
| Prudential Financial Inc | 11,380 | $181.6K | 0.00% | +1,350+13.5% | Added |
| State Board of Administration of Florida Retirement System | 12,190 | $194.6K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,283 | $196.0K | 0.00% | −1,436−10.5% | Reduced |
| Entropy Technologies, LP | 12,996 | $207.4K | 0.01% | +12,996 | New |
| Millennium Management LLC | 13,157 | $210.0K | 0.00% | +13,157 | New |
| Royal Bank of Canada | 13,141 | $210.0K | 0.00% | +1,052+8.7% | Added |
| BNP Paribas Arbitrage, SA | 13,276 | $211.9K | 0.00% | −42,879−76.4% | Reduced |
| Ritholtz Wealth Management | 13,710 | $218.8K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,788 | $220.1K | 0.00% | +3,042+28.3% | Added |
| KLP Kapitalforvaltning AS | 14,200 | $226.6K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 14,399 | $229.8K | 0.00% | +1,006+7.5% | Added |
| Franklin Resources Inc | 14,717 | $234.9K | 0.00% | −1,330,657−98.9% | Reduced |
| Pathstone Holdings, LLC | 14,933 | $238.3K | 0.00% | +14,933 | New |
| DRW Securities, LLC | 14,968 | $238.9K | 0.01% | +14,968 | New |
| LPL Financial LLC | 16,489 | $263.2K | 0.00% | −5,134−23.7% | Reduced |
| ExodusPoint Capital Management, LP | 17,063 | $272.3K | 0.00% | +17,063 | New |
| Engineers Gate Manager LP | 17,100 | $272.9K | 0.00% | +17,100 | New |
| Vanguard Investments Australia, Ltd. | 17,846 | $284.8K | 0.00% | +3,745+26.6% | Added |
| US Bancorp | 17,935 | $286.2K | 0.00% | +4,048+29.1% | Added |
| PDT Partners, LLC | 18,200 | $290.5K | 0.02% | +18,200 | New |
| Arizona State Retirement System | 18,495 | $295.2K | 0.00% | +183+1.0% | Added |
| Commerce Bank | 20,163 | $321.8K | 0.00% | +4,315+27.2% | Added |
| Bleakley Financial Group, LLC | 20,268 | $323.5K | 0.00% | −598−2.9% | Reduced |
| Wescott Financial Advisory Group, LLC | 20,513 | $327.4K | 0.03% | +91+0.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 20,721 | $330.7K | 0.00% | +3,832+22.7% | Added |
| IFP Advisors, Inc | 21,354 | $340.8K | 0.01% | +21,083+7,779.7% | Added |
| State of Alaska, Department of Revenue | 21,497 | $342.0K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 22,060 | $352.1K | 0.09% | 00.0% | Unchanged |
| Allstate Corp | 22,298 | $355.9K | 0.00% | +22,298 | New |
| Creative Planning | 23,221 | $370.6K | 0.00% | −19,359−45.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,225 | $370.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 24,655 | $393.5K | 0.00% | +3,600+17.1% | Added |
| Vanguard Global Advisers, LLC | 26,371 | $420.9K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 26,690 | $426.0K | 0.00% | +26,690 | New |
| XTX Topco Ltd | 27,108 | $432.6K | 0.01% | +27,108 | New |
| Emerald Advisers, LLC | 27,567 | $440.0K | 0.01% | −992,302−97.3% | Reduced |
| Manufacturers Life Insurance Company, The | 29,409 | $469.4K | 0.00% | +1,333+4.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 32,351 | $516.3K | 0.00% | +1,681+5.5% | Added |
| Penn Capital Management Co Inc | 32,362 | $516.5K | 0.03% | −7,650−19.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 34,113 | $544.4K | 0.01% | +34,113 | New |
| AQR Capital Management LLC | 34,295 | $547.3K | 0.00% | −120,202−77.8% | Reduced |
| Jain Global LLC | 35,630 | $568.7K | 0.01% | +35,630 | New |
| Vident Advisory, LLC | 36,490 | $582.4K | 0.00% | +62+0.2% | Added |
| Jupiter Topco LLC | 36,494 | $582.6K | 0.00% | +36,494 | New |
| MetLife Investment Management | 40,187 | $641.4K | 0.00% | +3,683+10.1% | Added |
| Quantinno Capital Management LP | 42,044 | $671.0K | 0.00% | +9,253+28.2% | Added |
| Fifth Third Bancorp | 43,710 | $697.6K | 0.00% | +16,094+58.3% | Added |
| Vanguard Asset Management, Ltd | 44,426 | $709.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 45,790 | $730.8K | 0.01% | −196−0.4% | Reduced |
| Riverwater Partners LLC | 46,447 | $741.3K | 0.22% | −43,794−48.5% | Reduced |
| Neuberger Berman Group LLC | 57,034 | $910.3K | 0.00% | −2,342−3.9% | Reduced |
| Price T Rowe Associates Inc | 57,716 | $922.0K | 0.00% | +13,146+29.5% | Added |
| Kennedy Capital Management, Inc. | 58,560 | $934.6K | 0.02% | −1,006−1.7% | Reduced |
| Bull Street Advisors, LLC | 63,278 | $1.01M | 0.46% | 00.0% | Unchanged |
| Legal & General Group Plc | 64,200 | $1.02M | 0.00% | +22,646+54.5% | Added |
| UBS Asset Management Americas Inc | 65,291 | $1.04M | 0.00% | −1,730−2.6% | Reduced |
| Citadel Advisors LLC | 67,135 | $1.07M | 0.00% | +22,444+50.2% | Added |
| Private Advisor Group, LLC | 72,315 | $1.15M | 0.01% | +303+0.4% | Added |
| Deutsche Bank AG | 74,733 | $1.19M | 0.00% | +17,904+31.5% | Added |
| Cinctive Capital Management LP | 75,324 | $1.20M | 0.05% | +75,324 | New |