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 2 季 13F 持有人
Perella Weinberg Partners 在 2025/6/30 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
- 168
- 較 2025 年第 1 季 −4 家
- 持有股數
- 6,235 萬
- 較 2025 年第 1 季 +680.4 萬 (+12.2%)
- 總市值
- $12.1 億
- 較 2025 年第 1 季 +$1.89 億 (+18.4%)
- 新進機構
- 30
- 另有 88 家加碼
- 清倉機構
- 34
- 另有 36 家減碼
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 2 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 2025 年第 1 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 |
| Avion Wealth | 31 | $0 | 0.00% | +31 | 新進 |
| Allworth Financial LP | 2 | $39 | 0.00% | −40−95.2% | 減碼 |
| Essential Partners LLC | 2 | $39 | 0.00% | +2 | 新進 |
| Massmutual Trust Co FSB | 6 | $117 | 0.00% | +6 | 新進 |
| Larson Financial Group LLC | 12 | $233 | 0.00% | −129−91.5% | 減碼 |
| Skopos Labs, Inc. | 27 | $525 | 0.00% | −15−35.7% | 減碼 |
| Farther Finance Advisors, LLC | 28 | $544 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 32 | $621 | 0.00% | +32 | 新進 |
| Smartleaf Asset Management LLC | 32 | $636 | 0.00% | −538−94.4% | 減碼 |
| True Wealth Design, LLC | 37 | $719 | 0.00% | +21+131.3% | 加碼 |
| MAI Capital Management | 51 | $991 | 0.00% | +51 | 新進 |
| SRS Capital Advisors, Inc. | 55 | $1,068 | 0.00% | −189−77.5% | 減碼 |
| Family Legacy Financial Solutions, LLC | 64 | $1,242 | 0.00% | +64 | 新進 |
| Wolff Wiese Magana LLC | 70 | $1,360 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 82 | $1,592 | 0.00% | +49+148.5% | 加碼 |
| Park Square Financial Group, LLC | 94 | $1,825 | 0.00% | +94 | 新進 |
| Caitong International Asset Management Co., Ltd | 110 | $2,136 | 0.00% | +110 | 新進 |
| Aster Capital Management (DIFC) Ltd | 114 | $2,214 | 0.00% | +114 | 新進 |
| Sterling Capital Management LLC | 147 | $2,855 | 0.00% | +93+172.2% | 加碼 |
| Rothschild Investment LLC | 155 | $3,010 | 0.00% | +135+675.0% | 加碼 |
| Parallel Advisors, LLC | 182 | $3,534 | 0.00% | −40−18.0% | 減碼 |
| Signaturefd, LLC | 182 | $3,534 | 0.00% | +72+65.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 266 | $5,000 | 0.00% | +266 | 新進 |
| Clearstead Advisors, LLC | 291 | $5,652 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 0 | $5,981 | 0.00% | 0 | 不變 |
| GAMMA Investing LLC | 411 | $7,982 | 0.00% | +203+97.6% | 加碼 |
| First Horizon Advisors, Inc. | 415 | $8,059 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 695 | $1.35 萬 | 0.00% | +615+768.8% | 加碼 |
| Comerica Bank | 767 | $1.49 萬 | 0.00% | +44+6.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 780 | $1.51 萬 | 0.00% | +780 | 新進 |
| Versant Capital Management, Inc | 1,205 | $2.34 萬 | 0.00% | −519−30.1% | 減碼 |
| Assetmark, Inc | 1,441 | $2.80 萬 | 0.00% | +31+2.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 1,588 | $3.08 萬 | 0.00% | −71,442−97.8% | 減碼 |
| Amalgamated Bank | 1,791 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 3,936 | $7.60 萬 | 0.00% | +2,436+162.4% | 加碼 |
| New York State Teachers Retirement System | 4,724 | $9.20 萬 | 0.00% | +4,724 | 新進 |
| Tower Research Capital LLC (TRC) | 5,151 | $10.0 萬 | 0.00% | +4,232+460.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,085 | $11.8 萬 | 0.00% | +371+6.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,225 | $12.1 萬 | 0.00% | +1,075+20.9% | 加碼 |
| Teacher Retirement System of Texas | 10,155 | $19.7 萬 | 0.00% | +10,155 | 新進 |
| Two Sigma Advisers, LP | 10,700 | $20.8 萬 | 0.00% | −227,400−95.5% | 減碼 |
| Nebula Research & Development LLC | 11,029 | $21.4 萬 | 0.02% | −8,351−43.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 12,190 | $23.7 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 12,502 | $24.3 萬 | 0.00% | +1,303+11.6% | 加碼 |
| Commerce Bank | 12,810 | $24.9 萬 | 0.00% | 00.0% | 不變 |
| Kings Path Partners LLC | 13,760 | $26.7 萬 | 0.11% | 00.0% | 不變 |
| Meeder Asset Management Inc | 13,999 | $27.2 萬 | 0.02% | +5,891+72.7% | 加碼 |
| KLP Kapitalforvaltning AS | 14,200 | $27.6 萬 | 0.00% | +3,800+36.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 14,219 | $27.6 萬 | 0.00% | +2,436+20.7% | 加碼 |
| Gsa Capital Partners LLP | 14,327 | $27.8 萬 | 0.02% | +14,327 | 新進 |
| Oppenheimer Asset Management Inc. | 14,503 | $28.2 萬 | 0.00% | −365−2.5% | 減碼 |
| LPL Financial LLC | 14,593 | $28.3 萬 | 0.00% | −718−4.7% | 減碼 |
| Advisor Group Holdings, Inc. | 15,403 | $28.4 萬 | 0.00% | +14,903+2,980.6% | 加碼 |
| Mariner, LLC | 16,325 | $31.7 萬 | 0.00% | −588−3.5% | 減碼 |
| Arizona State Retirement System | 17,231 | $33.5 萬 | 0.00% | +2,047+13.5% | 加碼 |
| Voya Investment Management LLC | 17,625 | $34.2 萬 | 0.00% | +2,401+15.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 18,267 | $35.5 萬 | 0.05% | −22,144−54.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,498 | $39.8 萬 | 0.00% | +8,577+71.9% | 加碼 |
| US Bancorp | 21,463 | $41.7 萬 | 0.00% | +2,840+15.2% | 加碼 |
| Bleakley Financial Group, LLC | 21,543 | $41.8 萬 | 0.01% | +110+0.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 21,815 | $42.4 萬 | 0.00% | +21,815 | 新進 |
| State of Wyoming | 22,254 | $43.2 萬 | 0.05% | +4,996+28.9% | 加碼 |
| Janus Henderson Group PLC | 22,594 | $43.8 萬 | 0.00% | 00.0% | 不變 |
| Intech Investment Management LLC | 22,729 | $44.1 萬 | 0.00% | −18,588−45.0% | 減碼 |
| Point72 Asset Management, L.P. | 22,729 | $44.1 萬 | 0.00% | +22,729 | 新進 |
| Royal Bank of Canada | 22,888 | $44.5 萬 | 0.00% | +22,175+3,110.1% | 加碼 |
| Atomi Financial Group, Inc. | 23,536 | $45.7 萬 | 0.02% | −15−0.1% | 減碼 |
| Envestnet Asset Management Inc | 23,664 | $46.0 萬 | 0.00% | −5,802−19.7% | 減碼 |
| Wescott Financial Advisory Group, LLC | 25,196 | $48.9 萬 | 0.05% | +99+0.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 30,000 | $58.3 萬 | 0.00% | +3,688+14.0% | 加碼 |
| AQR Capital Management LLC | 30,421 | $59.1 萬 | 0.00% | +6,986+29.8% | 加碼 |
| Price T Rowe Associates Inc | 30,446 | $59.2 萬 | 0.00% | +7,996+35.6% | 加碼 |
| Man Group plc | 30,984 | $60.2 萬 | 0.00% | +30,984 | 新進 |
| Versor Investments LP | 31,100 | $60.4 萬 | 0.11% | +31,100 | 新進 |
| Citigroup Inc | 31,436 | $61.0 萬 | 0.00% | −12,417−28.3% | 減碼 |
| Quantbot Technologies LP | 31,678 | $61.5 萬 | 0.02% | −44,233−58.3% | 減碼 |
| JPMorgan Chase & Co | 32,684 | $63.5 萬 | 0.00% | −163,769−83.4% | 減碼 |
| Harbor Capital Advisors, Inc. | 32,999 | $64.1 萬 | 0.03% | +176+0.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 33,410 | $64.9 萬 | 0.00% | +2,665+8.7% | 加碼 |
| Voleon Capital Management LP | 34,404 | $66.8 萬 | 0.04% | +34,404 | 新進 |
| Kennedy Capital Management, Inc. | 34,839 | $67.7 萬 | 0.02% | +2,982+9.4% | 加碼 |
| Verition Fund Management LLC | 34,900 | $67.8 萬 | 0.00% | +34,900 | 新進 |
| MetLife Investment Management | 36,814 | $71.5 萬 | 0.00% | +4,898+15.3% | 加碼 |
| Mangrove Partners | 37,279 | $72.4 萬 | 0.08% | +37,279 | 新進 |
| Creative Planning | 37,883 | $73.6 萬 | 0.00% | +16,928+80.8% | 加碼 |
| Globeflex Capital L P | 40,307 | $78.3 萬 | 0.06% | 00.0% | 不變 |
| Two Sigma Investments, LP | 41,196 | $80.0 萬 | 0.00% | −216,029−84.0% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 42,145 | $81.8 萬 | 0.00% | +1,516+3.7% | 加碼 |
| Squarepoint Ops LLC | 44,886 | $87.2 萬 | 0.00% | +44,886 | 新進 |
| Alliancebernstein L.P. | 50,090 | $97.3 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 52,841 | $102.6 萬 | 0.00% | +52,841 | 新進 |
| Quest Partners LLC | 54,516 | $105.9 萬 | 0.10% | +54,514+2,725,700.0% | 加碼 |
| SG Americas Securities, LLC | 54,988 | $106.8 萬 | 0.00% | +47,496+634.0% | 加碼 |
| XTX Topco Ltd | 57,693 | $112.0 萬 | 0.05% | +36,010+166.1% | 加碼 |
| Martingale Asset Management L P | 58,060 | $112.8 萬 | 0.03% | +633+1.1% | 加碼 |
| California State Teachers Retirement System | 58,587 | $113.8 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 59,874 | $116.3 萬 | 0.00% | +11,693+24.3% | 加碼 |
| Invesco Ltd. | 61,880 | $120.2 萬 | 0.00% | −2,962−4.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 63,729 | $123.8 萬 | 0.01% | +63,729 | 新進 |