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。
2025 年第 1 季 13F 持有人
Perella Weinberg Partners 在 2025/3/31 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 4 季 +2 家
- 持有股數
- 5,555 萬
- 較 2024 年第 4 季 +321.3 萬 (+6.1%)
- 總市值
- $10.2 億
- 較 2024 年第 4 季 −$2.25 億 (−18.0%)
- 新進機構
- 25
- 另有 68 家加碼
- 清倉機構
- 23
- 另有 58 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 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 |
| Simplex Trading, LLC | 51 | $0 | 0.00% | +51 | 新進 |
| Amundi | 2 | $34 | 0.00% | −26−92.9% | 減碼 |
| Quest Partners LLC | 2 | $37 | 0.00% | −28,409−100.0% | 減碼 |
| IFP Advisors, Inc | 0 | $258 | 0.00% | 0 | 不變 |
| True Wealth Design, LLC | 16 | $295 | 0.00% | +16 | 新進 |
| Rothschild Investment LLC | 20 | $368 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 28 | $518 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 33 | $607 | 0.00% | −31−48.4% | 減碼 |
| Allworth Financial LP | 42 | $707 | 0.00% | +23+121.1% | 加碼 |
| Skopos Labs, Inc. | 42 | $773 | 0.00% | +42 | 新進 |
| GWM Advisors LLC | 50 | $920 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 54 | $994 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 60 | $1,104 | 0.00% | +35+140.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 82 | $1,271 | 0.00% | +82 | 新進 |
| Wolff Wiese Magana LLC | 70 | $1,288 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 80 | $1,472 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 110 | $2,024 | 0.00% | −31−22.0% | 減碼 |
| Larson Financial Group LLC | 141 | $2,594 | 0.00% | −206−59.4% | 減碼 |
| Mather Group, LLC. | 147 | $2,705 | 0.00% | +147 | 新進 |
| Hexagon Capital Partners LLC | 193 | $3,551 | 0.00% | +193 | 新進 |
| GAMMA Investing LLC | 208 | $3,827 | 0.00% | +55+35.9% | 加碼 |
| Parallel Advisors, LLC | 222 | $4,085 | 0.00% | +40+22.0% | 加碼 |
| SRS Capital Advisors, Inc. | 244 | $4,489 | 0.00% | −350−58.9% | 減碼 |
| Clearstead Advisors, LLC | 291 | $5,355 | 0.00% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 361 | $6,642 | 0.01% | −2−0.6% | 減碼 |
| First Horizon Advisors, Inc. | 415 | $7,636 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 500 | $9,200 | 0.00% | −2,997−85.7% | 減碼 |
| Smartleaf Asset Management LLC | 570 | $1.05 萬 | 0.00% | −85−13.0% | 減碼 |
| Royal Bank of Canada | 713 | $1.30 萬 | 0.00% | −24,493−97.2% | 減碼 |
| Comerica Bank | 723 | $1.33 萬 | 0.00% | +269+59.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 919 | $1.69 萬 | 0.00% | −9,431−91.1% | 減碼 |
| Principal Securities, Inc. | 724 | $1.73 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 1,045 | $1.92 萬 | 0.00% | +1,045 | 新進 |
| Assetmark, Inc | 1,410 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,510 | $2.78 萬 | 0.00% | −30−1.9% | 減碼 |
| CWM, LLC | 1,500 | $2.80 萬 | 0.00% | +380+33.9% | 加碼 |
| Versant Capital Management, Inc | 1,724 | $3.17 萬 | 0.01% | +1,724 | 新進 |
| Coldstream Capital Management Inc | 1,788 | $3.29 萬 | 0.00% | +1,788 | 新進 |
| Amalgamated Bank | 1,791 | $3.30 萬 | 0.00% | +354+24.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 2,180 | $4.00 萬 | 0.00% | +2,180 | 新進 |
| Ameritas Investment Partners, Inc. | 5,150 | $9.48 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 5,714 | $10.5 萬 | 0.00% | −213−3.6% | 減碼 |
| Picton Mahoney Asset Management | 6,415 | $11.8 萬 | 0.00% | +6,415 | 新進 |
| SG Americas Securities, LLC | 7,492 | $13.8 萬 | 0.00% | −18,904−71.6% | 減碼 |
| Meeder Asset Management Inc | 8,108 | $14.9 萬 | 0.01% | +580+7.7% | 加碼 |
| KLP Kapitalforvaltning AS | 10,400 | $19.1 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 10,849 | $20.0 萬 | 0.00% | +455+4.4% | 加碼 |
| ProShare Advisors LLC | 11,199 | $20.6 萬 | 0.00% | −3,369−23.1% | 減碼 |
| CIBC World Markets Corp | 11,478 | $21.1 萬 | 0.00% | +11,478 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 11,783 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,921 | $21.9 萬 | 0.00% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 12,111 | $22.3 萬 | 0.00% | −52,341−81.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 12,190 | $22.4 萬 | 0.00% | 00.0% | 不變 |
| Commerce Bank | 12,810 | $23.6 萬 | 0.00% | −115−0.9% | 減碼 |
| Kings Path Partners LLC | 13,760 | $25.3 萬 | 0.12% | −8,665−38.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 14,868 | $27.4 萬 | 0.00% | −1,528−9.3% | 減碼 |
| Arizona State Retirement System | 15,184 | $27.9 萬 | 0.00% | +436+3.0% | 加碼 |
| Voya Investment Management LLC | 15,224 | $28.0 萬 | 0.00% | −1,671−9.9% | 減碼 |
| LPL Financial LLC | 15,311 | $28.2 萬 | 0.00% | −39,606−72.1% | 減碼 |
| Dark Forest Capital Management LP | 15,660 | $28.8 萬 | 0.01% | −15,636−50.0% | 減碼 |
| Mariner, LLC | 16,913 | $31.1 萬 | 0.00% | −441−2.5% | 減碼 |
| State of Wyoming | 17,258 | $31.8 萬 | 0.04% | +8,403+94.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 18,358 | $33.8 萬 | 0.00% | −31,642−63.3% | 減碼 |
| US Bancorp | 18,623 | $34.3 萬 | 0.00% | +1,021+5.8% | 加碼 |
| Nebula Research & Development LLC | 19,380 | $35.7 萬 | 0.03% | −25,209−56.5% | 減碼 |
| Creative Planning | 20,955 | $38.6 萬 | 0.00% | −2,085−9.0% | 減碼 |
| Bleakley Financial Group, LLC | 21,433 | $39.4 萬 | 0.01% | −708−3.2% | 減碼 |
| XTX Topco Ltd | 21,683 | $39.9 萬 | 0.02% | −5,314−19.7% | 減碼 |
| Price T Rowe Associates Inc | 22,450 | $41.4 萬 | 0.00% | +2,048+10.0% | 加碼 |
| Janus Henderson Group PLC | 22,594 | $41.7 萬 | 0.00% | 00.0% | 不變 |
| AQR Capital Management LLC | 23,435 | $43.1 萬 | 0.00% | +10,350+79.1% | 加碼 |
| Atomi Financial Group, Inc. | 23,551 | $43.3 萬 | 0.02% | +23,551 | 新進 |
| Wescott Financial Advisory Group, LLC | 25,097 | $46.2 萬 | 0.05% | +87+0.3% | 加碼 |
| Corebridge Financial, Inc. | 25,341 | $46.6 萬 | 0.00% | −377−1.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 26,148 | $48.1 萬 | 0.00% | +8,824+50.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 26,312 | $48.4 萬 | 0.00% | +7,519+40.0% | 加碼 |
| Envestnet Asset Management Inc | 29,466 | $54.2 萬 | 0.00% | +4,508+18.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 30,745 | $56.6 萬 | 0.00% | +1,342+4.6% | 加碼 |
| Kennedy Capital Management, Inc. | 31,857 | $58.6 萬 | 0.01% | +10,687+50.5% | 加碼 |
| MetLife Investment Management | 31,916 | $58.7 萬 | 0.00% | −564−1.7% | 減碼 |
| Jefferies Financial Group Inc. | 31,996 | $58.9 萬 | 0.01% | +31,996 | 新進 |
| Harbor Capital Advisors, Inc. | 32,823 | $60.4 萬 | 0.03% | −16,392−33.3% | 減碼 |
| STRS Ohio | 32,900 | $60.5 萬 | 0.00% | +2,200+7.2% | 加碼 |
| Banque Pictet & Cie SA | 32,905 | $60.5 萬 | 0.01% | +32,905 | 新進 |
| Jump Financial, LLC | 33,926 | $62.4 萬 | 0.01% | +424+1.3% | 加碼 |
| Globeflex Capital L P | 40,307 | $74.2 萬 | 0.07% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 40,411 | $74.3 萬 | 0.11% | +24,291+150.7% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 40,629 | $74.8 萬 | 0.00% | +40,629 | 新進 |
| Intech Investment Management LLC | 41,317 | $76.0 萬 | 0.01% | +17,802+75.7% | 加碼 |
| Citigroup Inc | 43,853 | $80.7 萬 | 0.00% | −120−0.3% | 減碼 |
| Millennium Management LLC | 46,207 | $85.0 萬 | 0.00% | −133,824−74.3% | 減碼 |
| Legal & General Group Plc | 48,181 | $88.7 萬 | 0.00% | −39−0.1% | 減碼 |
| Alliancebernstein L.P. | 50,090 | $92.2 萬 | 0.00% | 00.0% | 不變 |
| Alberta Investment Management Corp | 52,928 | $97.4 萬 | 0.01% | +12,869+32.1% | 加碼 |
| Interval Partners, LP | 56,220 | $103.4 萬 | 0.04% | −122,382−68.5% | 減碼 |
| Martingale Asset Management L P | 57,427 | $105.7 萬 | 0.03% | +8,473+17.3% | 加碼 |
| California State Teachers Retirement System | 58,587 | $107.8 萬 | 0.00% | +10,975+23.1% | 加碼 |
| Aquatic Capital Management LLC | 59,853 | $110.1 萬 | 0.03% | +21,858+57.5% | 加碼 |
| Bryce Point Capital, LLC | 51,695 | $114.4 萬 | 0.86% | +51,695 | 新進 |