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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 76,264 | $1.22M | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 76,787 | $1.23M | 0.11% | +76,787 | New |
| Citigroup Inc | 79,849 | $1.27M | 0.00% | +74,099+1,288.7% | Added |
| California State Teachers Retirement System | 84,304 | $1.35M | 0.00% | −2,060−2.4% | Reduced |
| Barclays PLC | 87,165 | $1.39M | 0.00% | +4,852+5.9% | Added |
| Rhumbline Advisers | 88,681 | $1.42M | 0.00% | +10,040+12.8% | Added |
| Grandeur Peak Global Advisors, LLC | 89,096 | $1.42M | 0.33% | −334,414−79.0% | Reduced |
| Invesco Ltd. | 92,196 | $1.47M | 0.00% | +4,383+5.0% | Added |
| Alliancebernstein L.P. | 82,190 | $1.49M | 0.00% | +32,100+64.1% | Added |
| Voleon Capital Management LP | 93,955 | $1.50M | 0.03% | +71,132+311.7% | Added |
| JPMorgan Chase & Co | 118,864 | $1.83M | 0.00% | +81,409+217.4% | Added |
| Wells Fargo & Company | 115,780 | $1.85M | 0.00% | +23,384+25.3% | Added |
| Freestone Grove Partners LP | 118,061 | $1.88M | 0.01% | +118,061 | New |
| Wesbanco Bank Inc | 124,000 | $1.98M | 0.05% | +40,000+47.6% | Added |
| Swiss National Bank | 134,500 | $2.15M | 0.00% | +2,600+2.0% | Added |
| Teachers Retirement System of the State of Kentucky | 140,697 | $2.25M | 0.02% | +21,425+18.0% | Added |
| Envestnet Asset Management Inc | 148,012 | $2.36M | 0.00% | +973+0.7% | Added |
| First Trust Advisors LP | 154,943 | $2.47M | 0.00% | +154,943 | New |
| UBS Group AG | 197,295 | $3.15M | 0.00% | −30,993−13.6% | Reduced |
| Bank of New York Mellon Corp | 269,446 | $4.30M | 0.00% | +31,876+13.4% | Added |
| Morgan Stanley | 319,422 | $5.10M | 0.00% | −50,167−13.6% | Reduced |
| Ranger Investment Management, L.P. | 321,985 | $5.14M | 0.33% | −45,870−12.5% | Reduced |
| Wasatch Advisors Inc | 366,781 | $5.85M | 0.04% | −753,623−67.3% | Reduced |
| State of Wisconsin Investment Board | 405,042 | $6.46M | 0.01% | −40,653−9.1% | Reduced |
| Silvercrest Asset Management Group LLC | 441,460 | $7.05M | 0.05% | −21,973−4.7% | Reduced |
| Loomis Sayles & Co L P | 474,830 | $7.58M | 0.01% | −1,759−0.4% | Reduced |
| SEI Investments Co | 481,233 | $7.68M | 0.01% | −129,355−21.2% | Reduced |
| Vanguard Fiduciary Trust Co | 508,971 | $8.12M | 0.00% | +48,687+10.6% | Added |
| Ceredex Value Advisors LLC | 567,000 | $9.05M | 0.25% | −13,900−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 592,558 | $9.46M | 0.00% | +39,423+7.1% | Added |
| Vanguard Portfolio Management LLC | 594,798 | $9.49M | 0.00% | +95,910+19.2% | Added |
| Northern Trust Corp | 599,347 | $9.57M | 0.00% | +63,545+11.9% | Added |
| Marshall Wace, LLP | 644,227 | $10.3M | 0.01% | +327,298+103.3% | Added |
| Balyasny Asset Management LLC | 654,989 | $10.5M | 0.02% | +654,989 | New |
| Rockefeller Capital Management L.P. | 664,754 | $10.6M | 0.02% | −23,545−3.4% | Reduced |
| Point72 Asset Management, L.P. | 724,159 | $11.6M | 0.02% | +724,159 | New |
| Basswood Capital Management, L.L.C. | 788,737 | $12.6M | 0.54% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 830,393 | $13.3M | 0.01% | −1,969−0.2% | Reduced |
| First Eagle Investment Management, LLC | 901,189 | $14.4M | 0.02% | +286,132+46.5% | Added |
| Walleye Capital LLC | 960,597 | $15.3M | 0.07% | −385,713−28.6% | Reduced |
| Dimensional Fund Advisors LP | 981,178 | $15.7M | 0.00% | +128,191+15.0% | Added |
| Schroder Investment Management Group | 1,128,125 | $17.4M | 0.01% | +138,337+14.0% | Added |
| Aristotle Capital Boston, LLC | 1,152,220 | $18.4M | 1.23% | −81,238−6.6% | Reduced |
| GW&K Investment Management, LLC | 1,291,081 | $20.6M | 0.16% | +237,076+22.5% | Added |
| Raymond James Financial Inc | 1,302,843 | $20.8M | 0.01% | −7,320−0.6% | Reduced |
| Royce & Associates LP | 1,393,188 | $22.2M | 0.18% | +421,197+43.3% | Added |
| Bank of America Corp | 1,515,078 | $24.2M | 0.00% | +198,596+15.1% | Added |
| Frontier Capital Management Co LLC | 1,624,195 | $25.9M | 0.24% | −243,400−13.0% | Reduced |
| Goldman Sachs Group Inc | 1,765,887 | $28.2M | 0.00% | −75,393−4.1% | Reduced |
| Geode Capital Management, LLC | 1,825,865 | $29.1M | 0.00% | +212,192+13.1% | Added |
| Westwood Holdings Group Inc. | 1,860,521 | $29.7M | 0.22% | −97,731−5.0% | Reduced |
| State Street Corp | 2,038,898 | $32.5M | 0.00% | +264,330+14.9% | Added |
| Ameriprise Financial Inc | 2,268,931 | $36.2M | 0.01% | +301,761+15.3% | Added |
| Boston Partners | 2,543,113 | $40.6M | 0.04% | +559,269+28.2% | Added |
| Nomura Asset Management International Inc. | 2,549,221 | $40.7M | 0.06% | +1,300,085+104.1% | Added |
| Capital World Investors | 2,675,588 | $42.7M | 0.01% | +72,993+2.8% | Added |
| Vanguard Capital Management LLC | 3,032,455 | $48.4M | 0.00% | +270,937+9.8% | Added |
| Adage Capital Partners GP, L.L.C. | 3,311,618 | $52.9M | 0.07% | +699,760+26.8% | Added |
| Nuveen, LLC | 3,601,078 | $57.5M | 0.01% | +625,621+21.0% | Added |
| William Blair Investment Management, LLC | 4,390,541 | $70.1M | 0.21% | +314,228+7.7% | Added |
| Wellington Management Group LLP | 5,189,199 | $82.8M | 0.01% | +1,263,345+32.2% | Added |
| BlackRock, Inc. | 5,465,698 | $87.2M | 0.00% | +689,922+14.4% | Added |
| FMR LLC | 9,897,191 | $158.0M | 0.01% | −146,891−1.5% | Reduced |
| Pier Capital, LLC | 0 | $0 | 0.00% | −260,184−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −208,276−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −145,619−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −121,582−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −53,900−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −40,307−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −22,639−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −18,778−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −16,622−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −15,140−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −14,465−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −14,086−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −13,605−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |