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 3 季 13F 持有人
Perella Weinberg Partners 在 2025/9/30 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
- 165
- 較 2025 年第 2 季 −2 家
- 持有股數
- 6,486 萬
- 較 2025 年第 2 季 +251.1 萬 (+4.0%)
- 總市值
- $13.8 億
- 較 2025 年第 2 季 +$1.72 億 (+14.2%)
- 新進機構
- 23
- 另有 74 家加碼
- 清倉機構
- 25
- 另有 52 家減碼
另有 1 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Avion Wealth | 31 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 20 | $0 | 0.00% | +20 | 新進 |
| Essential Partners LLC | 2 | $43 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 6 | $128 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 14 | $298 | 0.00% | +14 | 新進 |
| Allworth Financial LP | 17 | $363 | 0.00% | +15+750.0% | 加碼 |
| Grey Fox Wealth Advisors, LLC | 20 | $426 | 0.00% | +20 | 新進 |
| JPL Wealth Management, LLC | 20 | $427 | 0.00% | +20 | 新進 |
| IFP Advisors, Inc | 21 | $448 | 0.00% | +21 | 加碼 |
| TD Private Client Wealth LLC | 36 | $768 | 0.00% | +36 | 新進 |
| True Wealth Design, LLC | 37 | $789 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 37 | $789 | 0.00% | +25+208.3% | 加碼 |
| Farther Finance Advisors, LLC | 38 | $810 | 0.00% | +10+35.7% | 加碼 |
| Global Retirement Partners, LLC | 47 | $1,002 | 0.00% | +15+46.9% | 加碼 |
| Wolff Wiese Magana LLC | 70 | $1,493 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 72 | $1,535 | 0.00% | −10−12.2% | 減碼 |
| Johnson Financial Group, Inc. | 81 | $1,727 | 0.00% | +81 | 新進 |
| Rothschild Investment LLC | 100 | $2,132 | 0.00% | −55−35.5% | 減碼 |
| Quarry LP | 102 | $2,175 | 0.00% | +102 | 新進 |
| Mather Group, LLC. | 147 | $3,134 | 0.00% | +147 | 新進 |
| Sterling Capital Management LLC | 151 | $3,219 | 0.00% | +4+2.7% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 151 | $3,219 | 0.00% | +37+32.5% | 加碼 |
| Parallel Advisors, LLC | 186 | $3,966 | 0.00% | +4+2.2% | 加碼 |
| Signaturefd, LLC | 209 | $4,456 | 0.00% | +27+14.8% | 加碼 |
| First Horizon Corp | 298 | $6,353 | 0.00% | +298 | 新進 |
| Smartleaf Asset Management LLC | 356 | $7,671 | 0.00% | +324+1,012.5% | 加碼 |
| GAMMA Investing LLC | 370 | $7,888 | 0.00% | −41−10.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 388 | $8,125 | 0.00% | +388 | 新進 |
| Optiver Holding B.V. | 488 | $1.04 萬 | 0.00% | +488 | 新進 |
| Advisor Group Holdings, Inc. | 637 | $1.36 萬 | 0.00% | −14,766−95.9% | 減碼 |
| Nisa Investment Advisors, LLC | 695 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 738 | $1.57 萬 | 0.00% | −42−5.4% | 減碼 |
| SRS Capital Advisors, Inc. | 837 | $1.78 萬 | 0.00% | +782+1,421.8% | 加碼 |
| Comerica Bank | 874 | $1.86 萬 | 0.00% | +107+14.0% | 加碼 |
| Quadrant Capital Group LLC | 1,129 | $2.41 萬 | 0.00% | +1,129 | 新進 |
| Versant Capital Management, Inc | 1,205 | $2.57 萬 | 0.00% | 00.0% | 不變 |
| Quest Partners LLC | 1,235 | $2.63 萬 | 0.00% | −53,281−97.7% | 減碼 |
| Assetmark, Inc | 1,441 | $3.07 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 1,791 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 2,522 | $5.30 萬 | 0.00% | +2,522 | 新進 |
| CWM, LLC | 4,398 | $9.40 萬 | 0.00% | +462+11.7% | 加碼 |
| Simplex Trading, LLC | 4,426 | $9.40 萬 | 0.00% | +4,426 | 新進 |
| Tower Research Capital LLC (TRC) | 5,141 | $11.0 萬 | 0.00% | −10−0.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,195 | $11.1 萬 | 0.00% | −1,030−16.5% | 減碼 |
| New York State Teachers Retirement System | 5,510 | $11.7 萬 | 0.00% | +786+16.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,488 | $13.8 萬 | 0.00% | +403+6.6% | 加碼 |
| SG Americas Securities, LLC | 9,136 | $19.5 萬 | 0.00% | −45,852−83.4% | 減碼 |
| Harbor Capital Advisors, Inc. | 9,141 | $19.5 萬 | 0.02% | −23,858−72.3% | 減碼 |
| Captrust Financial Advisors | 9,784 | $20.9 萬 | 0.00% | +9,784 | 新進 |
| Versor Investments LP | 9,900 | $21.1 萬 | 0.04% | −21,200−68.2% | 減碼 |
| Teacher Retirement System of Texas | 10,491 | $22.4 萬 | 0.00% | +336+3.3% | 加碼 |
| ProShare Advisors LLC | 10,633 | $22.7 萬 | 0.00% | −1,869−14.9% | 減碼 |
| Commerce Bank | 12,160 | $25.9 萬 | 0.00% | −650−5.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 12,190 | $26.0 萬 | 0.00% | 00.0% | 不變 |
| Voya Investment Management LLC | 12,277 | $26.2 萬 | 0.00% | −5,348−30.3% | 減碼 |
| US Bancorp | 12,307 | $26.2 萬 | 0.00% | −9,156−42.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 13,708 | $29.2 萬 | 0.00% | −795−5.5% | 減碼 |
| Millennium Management LLC | 13,980 | $29.8 萬 | 0.00% | +13,980 | 新進 |
| KLP Kapitalforvaltning AS | 14,200 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 14,978 | $31.9 萬 | 0.00% | −224,057−93.7% | 減碼 |
| LPL Financial LLC | 16,180 | $34.5 萬 | 0.00% | +1,587+10.9% | 加碼 |
| Atomi Financial Group, Inc. | 16,221 | $34.6 萬 | 0.01% | −7,315−31.1% | 減碼 |
| Mariner, LLC | 16,552 | $35.3 萬 | 0.00% | +227+1.4% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 16,889 | $36.0 萬 | 0.00% | +2,670+18.8% | 加碼 |
| Citigroup Inc | 16,902 | $36.0 萬 | 0.00% | −14,534−46.2% | 減碼 |
| Arizona State Retirement System | 17,814 | $38.0 萬 | 0.00% | +583+3.4% | 加碼 |
| Wescott Financial Advisory Group, LLC | 20,261 | $43.2 萬 | 0.04% | −4,935−19.6% | 減碼 |
| State of Wyoming | 20,311 | $43.3 萬 | 0.05% | −1,943−8.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,498 | $43.7 萬 | 0.00% | 00.0% | 不變 |
| Quantinno Capital Management LP | 21,633 | $46.1 萬 | 0.00% | +21,633 | 新進 |
| Bleakley Financial Group, LLC | 21,773 | $46.4 萬 | 0.01% | +230+1.1% | 加碼 |
| Aviva PLC | 21,835 | $46.6 萬 | 0.00% | +21,835 | 新進 |
| Kings Path Partners LLC | 22,060 | $47.0 萬 | 0.17% | +8,300+60.3% | 加碼 |
| Janus Henderson Group PLC | 22,594 | $48.2 萬 | 0.00% | 00.0% | 不變 |
| Intech Investment Management LLC | 22,932 | $48.9 萬 | 0.00% | +203+0.9% | 加碼 |
| Engineers Gate Manager LP | 24,718 | $52.7 萬 | 0.01% | +24,718 | 新進 |
| Renaissance Technologies LLC | 25,600 | $54.6 萬 | 0.00% | −188,000−88.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 28,889 | $61.6 萬 | 0.00% | −4,521−13.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 29,190 | $62.2 萬 | 0.00% | −810−2.7% | 減碼 |
| XTX Topco Ltd | 31,121 | $66.3 萬 | 0.03% | −26,572−46.1% | 減碼 |
| Price T Rowe Associates Inc | 33,251 | $70.9 萬 | 0.00% | +2,805+9.2% | 加碼 |
| Verition Fund Management LLC | 34,700 | $74.0 萬 | 0.00% | −200−0.6% | 減碼 |
| MetLife Investment Management | 36,814 | $78.5 萬 | 0.00% | 00.0% | 不變 |
| AQR Capital Management LLC | 38,592 | $82.3 萬 | 0.00% | +8,171+26.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 39,022 | $83.2 萬 | 0.00% | −161,240−80.5% | 減碼 |
| Globeflex Capital L P | 40,307 | $85.9 萬 | 0.13% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 44,489 | $94.9 萬 | 0.00% | +2,344+5.6% | 加碼 |
| Alliancebernstein L.P. | 51,556 | $109.9 萬 | 0.00% | +1,466+2.9% | 加碼 |
| Creative Planning | 51,943 | $110.7 萬 | 0.00% | +14,060+37.1% | 加碼 |
| Legal & General Group Plc | 54,165 | $115.5 萬 | 0.00% | −5,709−9.5% | 減碼 |
| Susquehanna International Group, LLP | 56,521 | $120.5 萬 | 0.00% | −52,303−48.1% | 減碼 |
| Kennedy Capital Management, Inc. | 56,986 | $121.5 萬 | 0.03% | +22,147+63.6% | 加碼 |
| Man Group plc | 57,149 | $121.8 萬 | 0.00% | +26,165+84.4% | 加碼 |
| California State Teachers Retirement System | 58,589 | $124.9 萬 | 0.00% | +20.0% | 加碼 |
| Martingale Asset Management L P | 59,068 | $125.9 萬 | 0.03% | +1,008+1.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 64,733 | $138.0 萬 | 0.03% | −23,806−26.9% | 減碼 |
| Public Employees Retirement System of Ohio | 65,181 | $139.0 萬 | 0.00% | +12,340+23.4% | 加碼 |
| Private Advisor Group, LLC | 71,456 | $152.3 萬 | 0.01% | +220+0.3% | 加碼 |
| UBS Asset Management Americas Inc | 71,710 | $152.9 萬 | 0.00% | −49,816−41.0% | 減碼 |