Perella Weinberg Partners
PWP- 交易所
- Nasdaq
- 產業
- Finance Services
- SEC CIK
- 0001777835
近 90 天,Perella Weinberg Partners 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 163 家機構在 13F 申報持有,市值合計 $12.6 億;沒有大師持有。
2024 年第 4 季 13F 持有人
Perella Weinberg Partners 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 172
- 較 2024 年第 3 季 +27 家
- 持有股數
- 5,255 萬
- 較 2024 年第 3 季 +344.9 萬 (+7.0%)
- 總市值
- $12.5 億
- 較 2024 年第 3 季 +$3.05 億 (+32.1%)
- 新進機構
- 39
- 另有 66 家加碼
- 清倉機構
- 12
- 另有 49 家減碼
另有 3 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 PWP 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 163 | $12.6 億 |
| 2026 年第 1 季 | 164 | $13.5 億 |
| 2025 年第 4 季 | 171 | $11.9 億 |
| 2025 年第 3 季 | 165 | $13.8 億 |
| 2025 年第 2 季 | 168 | $12.1 億 |
| 2025 年第 1 季 | 172 | $10.2 億 |
| 2024 年第 4 季 | 172 | $12.5 億 |
| 2024 年第 3 季 | 148 | $9.68 億 |
| 2024 年第 2 季 | 127 | $7.69 億 |
| 2024 年第 1 季 | 146 | $6.10 億 |
| 2023 年第 4 季 | 123 | $4.33 億 |
| 2023 年第 3 季 | 102 | $3.48 億 |
| 2023 年第 2 季 | 100 | $2.80 億 |
| 2023 年第 1 季 | 98 | $3.16 億 |
| 2022 年第 4 季 | 92 | $3.56 億 |
| 2022 年第 3 季 | 94 | $2.39 億 |
| 2022 年第 2 季 | 94 | $2.28 億 |
| 2022 年第 1 季 | 98 | $4.18 億 |
| 2021 年第 4 季 | 86 | $4.86 億 |
| 2021 年第 3 季 | 64 | $4.79 億 |
| 2021 年第 2 季 | 58 | $4.35 億 |
| 2021 年第 1 季 | 0 | $0 |
2024 年第 4 季持有機構
每家機構持有 Perella Weinberg Partners 的股數、市值與佔組合比重;股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 0 | $334 | 0.00% | 0 | 新進 |
| Rothschild Investment LLC | 20 | $477 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 19 | $498 | 0.00% | +19 | 新進 |
| CoreCap Advisors, LLC | 25 | $596 | 0.00% | 00.0% | 不變 |
| Amundi | 28 | $650 | 0.00% | +28 | 新進 |
| Farther Finance Advisors, LLC | 28 | $668 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 41 | $977 | 0.00% | +41 | 新進 |
| Northwestern Mutual Wealth Management Co | 49 | $1,168 | 0.00% | +49 | 新進 |
| GWM Advisors LLC | 50 | $1,192 | 0.00% | +50 | 新進 |
| Sterling Capital Management LLC | 54 | $1,287 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 64 | $1,526 | 0.00% | −44−40.7% | 減碼 |
| Wolff Wiese Magana LLC | 70 | $1,669 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 80 | $1,907 | 0.00% | 00.0% | 不變 |
| Park Square Financial Group, LLC | 94 | $2,241 | 0.00% | +94 | 新進 |
| Signaturefd, LLC | 141 | $3,361 | 0.00% | +141 | 新進 |
| GAMMA Investing LLC | 153 | $3,648 | 0.00% | +68+80.0% | 加碼 |
| Global Retirement Partners, LLC | 157 | $3,743 | 0.00% | +157 | 新進 |
| Johnson Financial Group, Inc. | 152 | $3,925 | 0.00% | −39−20.4% | 減碼 |
| Parallel Advisors, LLC | 182 | $4,339 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 291 | $6,938 | 0.00% | +291 | 新進 |
| Larson Financial Group LLC | 347 | $8,272 | 0.00% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 363 | $8,588 | 0.01% | +363 | 新進 |
| First Horizon Advisors, Inc. | 415 | $9,893 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 454 | $1.08 萬 | 0.00% | −47−9.4% | 減碼 |
| SRS Capital Advisors, Inc. | 594 | $1.42 萬 | 0.00% | −5−0.8% | 減碼 |
| Smartleaf Asset Management LLC | 655 | $1.55 萬 | 0.00% | +292+80.4% | 加碼 |
| Principal Securities, Inc. | 724 | $1.73 萬 | 0.00% | +724 | 新進 |
| CWM, LLC | 1,120 | $2.70 萬 | 0.00% | +89+8.6% | 加碼 |
| Assetmark, Inc | 1,410 | $3.36 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 1,437 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,540 | $3.67 萬 | 0.00% | +470+43.9% | 加碼 |
| Venturi Wealth Management, LLC | 2,689 | $6.41 萬 | 0.00% | +2,689 | 新進 |
| Advisor Group Holdings, Inc. | 3,497 | $8.34 萬 | 0.00% | +2,935+522.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,150 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 5,927 | $14.1 萬 | 0.00% | −1,004−14.5% | 減碼 |
| Meeder Asset Management Inc | 7,528 | $17.9 萬 | 0.01% | +7,528 | 新進 |
| State of Wyoming | 8,855 | $21.1 萬 | 0.03% | +5,697+180.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 10,350 | $24.7 萬 | 0.00% | −2,947−22.2% | 減碼 |
| Captrust Financial Advisors | 10,394 | $24.8 萬 | 0.00% | +10,394 | 新進 |
| KLP Kapitalforvaltning AS | 10,400 | $24.8 萬 | 0.00% | +10,400 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 11,783 | $28.1 萬 | 0.00% | +11,783 | 新進 |
| Point72 Asset Management, L.P. | 11,881 | $28.3 萬 | 0.00% | +11,881 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,921 | $28.4 萬 | 0.00% | +2,158+22.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 12,190 | $29.1 萬 | 0.00% | 00.0% | 不變 |
| Commerce Bank | 12,925 | $30.8 萬 | 0.00% | −140−1.1% | 減碼 |
| Aigen Investment Management, LP | 13,046 | $31.1 萬 | 0.05% | +13,046 | 新進 |
| AQR Capital Management LLC | 13,085 | $31.2 萬 | 0.00% | +1,339+11.4% | 加碼 |
| ProShare Advisors LLC | 14,568 | $34.7 萬 | 0.00% | +14,568 | 新進 |
| Arizona State Retirement System | 14,748 | $35.2 萬 | 0.00% | +138+0.9% | 加碼 |
| Engineers Gate Manager LP | 15,461 | $36.9 萬 | 0.01% | −2,388−13.4% | 減碼 |
| Versor Investments LP | 16,100 | $38.4 萬 | 0.07% | +16,100 | 新進 |
| Dynamic Technology Lab Private Ltd | 16,120 | $38.5 萬 | 0.06% | −4,060−20.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 16,396 | $39.1 萬 | 0.00% | −300−1.8% | 減碼 |
| Voya Investment Management LLC | 16,895 | $40.3 萬 | 0.00% | −1,827−9.8% | 減碼 |
| Riverwater Partners LLC | 16,971 | $40.5 萬 | 0.20% | −11,308−40.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 17,324 | $41.3 萬 | 0.00% | +17,324 | 新進 |
| Mariner, LLC | 17,354 | $41.4 萬 | 0.00% | −270−1.5% | 減碼 |
| US Bancorp | 17,602 | $42.0 萬 | 0.00% | +746+4.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 18,793 | $44.8 萬 | 0.00% | −925−4.7% | 減碼 |
| Squarepoint Ops LLC | 19,628 | $46.8 萬 | 0.00% | +19,628 | 新進 |
| Price T Rowe Associates Inc | 20,402 | $48.7 萬 | 0.00% | +3,176+18.4% | 加碼 |
| Kennedy Capital Management, Inc. | 21,170 | $50.5 萬 | 0.01% | +1,707+8.8% | 加碼 |
| Bleakley Financial Group, LLC | 22,141 | $52.8 萬 | 0.02% | +306+1.4% | 加碼 |
| Kings Path Partners LLC | 22,425 | $53.5 萬 | 0.23% | +22,425 | 新進 |
| Janus Henderson Group PLC | 22,594 | $53.9 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 23,040 | $54.9 萬 | 0.00% | +23,040 | 新進 |
| Intech Investment Management LLC | 23,515 | $56.1 萬 | 0.01% | +13,311+130.4% | 加碼 |
| Verition Fund Management LLC | 23,901 | $57.0 萬 | 0.00% | +6,648+38.5% | 加碼 |
| Envestnet Asset Management Inc | 24,958 | $59.5 萬 | 0.00% | +5,761+30.0% | 加碼 |
| Sherbrooke Park Advisers LLC | 24,979 | $59.5 萬 | 0.19% | +5,662+29.3% | 加碼 |
| Wescott Financial Advisory Group, LLC | 25,010 | $59.6 萬 | 0.06% | −9,929−28.4% | 減碼 |
| Royal Bank of Canada | 25,206 | $60.0 萬 | 0.00% | −3,355−11.7% | 減碼 |
| Corebridge Financial, Inc. | 25,718 | $61.3 萬 | 0.00% | −2,388−8.5% | 減碼 |
| SG Americas Securities, LLC | 26,396 | $62.9 萬 | 0.00% | +5,374+25.6% | 加碼 |
| XTX Topco Ltd | 26,997 | $64.4 萬 | 0.05% | +26,997 | 新進 |
| Quest Partners LLC | 28,411 | $67.7 萬 | 0.09% | +28,217+14,544.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 29,403 | $70.1 萬 | 0.00% | +518+1.8% | 加碼 |
| STRS Ohio | 30,700 | $73.2 萬 | 0.00% | −4,500−12.8% | 減碼 |
| Dark Forest Capital Management LP | 31,296 | $74.6 萬 | 0.11% | +31,296 | 新進 |
| MetLife Investment Management | 32,480 | $77.4 萬 | 0.00% | +1,692+5.5% | 加碼 |
| Susquehanna International Group, LLP | 33,237 | $79.2 萬 | 0.00% | −1,431−4.1% | 減碼 |
| Jump Financial, LLC | 33,502 | $79.9 萬 | 0.02% | +21,602+181.5% | 加碼 |
| Aquatic Capital Management LLC | 37,995 | $90.6 萬 | 0.02% | +36,895+3,354.1% | 加碼 |
| Alberta Investment Management Corp | 40,059 | $95.5 萬 | 0.01% | 00.0% | 不變 |
| Globeflex Capital L P | 40,307 | $96.1 萬 | 0.08% | 00.0% | 不變 |
| Crestline Management, LP | 41,110 | $98.0 萬 | 0.03% | +41,110 | 新進 |
| Citigroup Inc | 43,973 | $104.8 萬 | 0.00% | +6,052+16.0% | 加碼 |
| Nebula Research & Development LLC | 44,589 | $106.3 萬 | 0.12% | −8,269−15.6% | 減碼 |
| Deutsche Bank AG | 45,179 | $107.7 萬 | 0.00% | +15,763+53.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 46,867 | $111.7 萬 | 0.02% | +46,867 | 新進 |
| California State Teachers Retirement System | 47,612 | $113.5 萬 | 0.00% | −492−1.0% | 減碼 |
| Legal & General Group Plc | 48,220 | $115.0 萬 | 0.00% | +1,590+3.4% | 加碼 |
| Martingale Asset Management L P | 48,954 | $116.7 萬 | 0.03% | +70.0% | 加碼 |
| Canada Pension Plan Investment Board | 49,200 | $117.3 萬 | 0.00% | +49,200 | 新進 |
| Harbor Capital Advisors, Inc. | 49,215 | $117.3 萬 | 0.05% | −513−1.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 50,000 | $119.2 萬 | 0.01% | +21,200+73.6% | 加碼 |
| Alliancebernstein L.P. | 50,090 | $119.4 萬 | 0.00% | −10,460−17.3% | 減碼 |
| LPL Financial LLC | 54,917 | $130.9 萬 | 0.00% | +10,173+22.7% | 加碼 |
| Wells Fargo & Company | 62,723 | $149.5 萬 | 0.00% | +20,868+49.9% | 加碼 |