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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 20,268 | $323.5K | 0.00% | −598−2.9% | Reduced |
| Commerce Bank | 20,163 | $321.8K | 0.00% | +4,315+27.2% | Added |
| Arizona State Retirement System | 18,495 | $295.2K | 0.00% | +183+1.0% | Added |
| PDT Partners, LLC | 18,200 | $290.5K | 0.02% | +18,200 | New |
| US Bancorp | 17,935 | $286.2K | 0.00% | +4,048+29.1% | Added |
| Vanguard Investments Australia, Ltd. | 17,846 | $284.8K | 0.00% | +3,745+26.6% | Added |
| Engineers Gate Manager LP | 17,100 | $272.9K | 0.00% | +17,100 | New |
| ExodusPoint Capital Management, LP | 17,063 | $272.3K | 0.00% | +17,063 | New |
| LPL Financial LLC | 16,489 | $263.2K | 0.00% | −5,134−23.7% | Reduced |
| DRW Securities, LLC | 14,968 | $238.9K | 0.01% | +14,968 | New |
| Pathstone Holdings, LLC | 14,933 | $238.3K | 0.00% | +14,933 | New |
| Franklin Resources Inc | 14,717 | $234.9K | 0.00% | −1,330,657−98.9% | Reduced |
| Intech Investment Management LLC | 14,399 | $229.8K | 0.00% | +1,006+7.5% | Added |
| KLP Kapitalforvaltning AS | 14,200 | $226.6K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,788 | $220.1K | 0.00% | +3,042+28.3% | Added |
| Ritholtz Wealth Management | 13,710 | $218.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 13,276 | $211.9K | 0.00% | −42,879−76.4% | Reduced |
| Royal Bank of Canada | 13,141 | $210.0K | 0.00% | +1,052+8.7% | Added |
| Millennium Management LLC | 13,157 | $210.0K | 0.00% | +13,157 | New |
| Entropy Technologies, LP | 12,996 | $207.4K | 0.01% | +12,996 | New |
| Captrust Financial Advisors | 12,283 | $196.0K | 0.00% | −1,436−10.5% | Reduced |
| State Board of Administration of Florida Retirement System | 12,190 | $194.6K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 11,380 | $181.6K | 0.00% | +1,350+13.5% | Added |
| Susquehanna International Group, LLP | 11,315 | $180.6K | 0.00% | −78,827−87.4% | Reduced |
| Blueshift Asset Management, LLC | 11,312 | $180.5K | 0.04% | +11,312 | New |
| Atria Investments LLC | 10,988 | $175.4K | 0.00% | +10,988 | New |
| Pictet Asset Management Holding SA | 10,804 | $172.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,107 | $161.3K | 0.00% | +3,255+47.5% | Added |
| Jones Financial Companies LLLP | 7,177 | $118.9K | 0.00% | +2,435+51.3% | Added |
| Global Retirement Partners, LLC | 7,036 | $112.3K | 0.00% | +7,036 | New |
| Ameritas Investment Partners, Inc. | 6,376 | $101.8K | 0.00% | +1,181+22.7% | Added |
| Emerald Mutual Fund Advisers Trust | 5,763 | $92.0K | 0.00% | −616,011−99.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,259 | $83.9K | 0.00% | +2,778+112.0% | Added |
| Allworth Financial LP | 3,143 | $50.2K | 0.00% | +2,410+328.8% | Added |
| Assetmark, Inc | 2,496 | $39.8K | 0.00% | +545+27.9% | Added |
| SRS Capital Advisors, Inc. | 1,362 | $21.7K | 0.00% | +820+151.3% | Added |
| Nykredit A/S | 1,128 | $18.0K | 0.00% | +1,128 | New |
| Nisa Investment Advisors, LLC | 695 | $11.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 568 | $9.06K | 0.00% | +304+115.2% | Added |
| Advisor Group Holdings, Inc. | 545 | $8.70K | 0.00% | −25−4.4% | Reduced |
| GAMMA Investing LLC | 436 | $6.96K | 0.00% | +9+2.1% | Added |
| Smartleaf Asset Management LLC | 443 | $6.83K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 388 | $6.33K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 247 | $3.94K | 0.00% | −177−41.7% | Reduced |
| 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 |
| Zions Bancorporation, National Association | 232 | $3.70K | 0.00% | +126+118.9% | Added |
| Farther Finance Advisors, LLC | 168 | $2.68K | 0.00% | +83+97.6% | Added |
| Signaturefd, LLC | 108 | $1.72K | 0.00% | +22+25.6% | Added |
| Huntington National Bank | 86 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $1.28K | 0.00% | −44−35.5% | Reduced |
| Bayban | 79 | $1.26K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 70 | $1.12K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 47 | $750 | 0.00% | +47 | New |
| EverSource Wealth Advisors, LLC | 44 | $702 | 0.00% | −380−89.6% | Reduced |
| UMA Financial Services, Inc. | 28 | $447 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 24 | $384 | 0.00% | +24 | New |
| JPL Wealth Management, LLC | 20 | $320 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 20 | $319 | 0.00% | −504−96.2% | Reduced |
| Larson Financial Group LLC | 16 | $255 | 0.00% | −8−33.3% | Reduced |
| Silver Grove Financial Group, Inc. | 4 | $64 | 0.00% | +4 | New |
| Medallion Wealth Advisors, LLC | 3 | $48 | 0.00% | +3 | New |
| Covestor Ltd | 20 | $0 | 0.00% | +14+233.3% | Added |
| 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 |