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 4 季 13F 持有人
Perella Weinberg Partners 在 2025/12/31 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
- 171
- 較 2025 年第 3 季 +6 家
- 持有股數
- 6,855 萬
- 較 2025 年第 3 季 +368.9 萬 (+5.7%)
- 總市值
- $11.9 億
- 較 2025 年第 3 季 −$1.97 億 (−14.2%)
- 新進機構
- 26
- 另有 72 家加碼
- 清倉機構
- 20
- 另有 52 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 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 20 | $0 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 31 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 6 | $104 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 10 | $173 | 0.00% | +10 | 新進 |
| MAI Capital Management | 20 | $346 | 0.00% | +20 | 新進 |
| IFP Advisors, Inc | 21 | $363 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 26 | $450 | 0.00% | +9+52.9% | 加碼 |
| UMA Financial Services, Inc. | 28 | $485 | 0.00% | +28 | 新進 |
| True Wealth Design, LLC | 37 | $641 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 38 | $657 | 0.00% | −62−62.0% | 減碼 |
| Essential Partners LLC | 56 | $969 | 0.00% | +54+2,700.0% | 加碼 |
| Brown Brothers Harriman & Co | 60 | $1,038 | 0.00% | +60 | 新進 |
| Farther Finance Advisors, LLC | 61 | $1,055 | 0.00% | +23+60.5% | 加碼 |
| Fifth Third Bancorp | 64 | $1,107 | 0.00% | −8−11.1% | 減碼 |
| Global Retirement Partners, LLC | 68 | $1,176 | 0.00% | +21+44.7% | 加碼 |
| Wolff Wiese Magana LLC | 70 | $1,211 | 0.00% | 00.0% | 不變 |
| Quarry LP | 71 | $1,228 | 0.00% | −31−30.4% | 減碼 |
| Johnson Financial Group, Inc. | 81 | $1,402 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 86 | $1,488 | 0.00% | +86 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 128 | $2,214 | 0.00% | +128 | 新進 |
| Northwestern Mutual Wealth Management Co | 145 | $2,509 | 0.00% | +145 | 新進 |
| Parallel Advisors, LLC | 182 | $3,149 | 0.00% | −4−2.2% | 減碼 |
| Signaturefd, LLC | 226 | $3,910 | 0.00% | +17+8.1% | 加碼 |
| Larson Financial Group LLC | 318 | $5,501 | 0.00% | +281+759.5% | 加碼 |
| GAMMA Investing LLC | 353 | $6,107 | 0.00% | −17−4.6% | 減碼 |
| Bell Investment Advisors, Inc | 370 | $6,401 | 0.00% | +370 | 新進 |
| Sterling Capital Management LLC | 413 | $7,145 | 0.00% | +262+173.5% | 加碼 |
| Whittier Trust Co of Nevada Inc | 388 | $7,298 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 431 | $7,457 | 0.00% | −307−41.6% | 減碼 |
| Smartleaf Asset Management LLC | 443 | $7,726 | 0.00% | +87+24.4% | 加碼 |
| First Horizon Corp | 470 | $8,131 | 0.00% | +172+57.7% | 加碼 |
| Optiver Holding B.V. | 494 | $8,546 | 0.00% | +6+1.2% | 加碼 |
| Advisor Group Holdings, Inc. | 590 | $1.02 萬 | 0.00% | −47−7.4% | 減碼 |
| SRS Capital Advisors, Inc. | 675 | $1.17 萬 | 0.00% | −162−19.4% | 減碼 |
| Nisa Investment Advisors, LLC | 695 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 1,217 | $2.11 萬 | 0.00% | +12+1.0% | 加碼 |
| Quadrant Capital Group LLC | 1,404 | $2.43 萬 | 0.00% | +275+24.4% | 加碼 |
| Assetmark, Inc | 1,441 | $2.49 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 1,954 | $3.40 萬 | 0.00% | +163+9.1% | 加碼 |
| Los Angeles Capital Management LLC | 2,378 | $4.48 萬 | 0.00% | +2,378 | 新進 |
| Torren Management, LLC | 3,592 | $6.21 萬 | 0.03% | +3,592 | 新進 |
| CWM, LLC | 4,554 | $7.90 萬 | 0.00% | +156+3.5% | 加碼 |
| Kemnay Advisory Services Inc. | 4,995 | $8.64 萬 | 0.01% | +4,995 | 新進 |
| Ameritas Investment Partners, Inc. | 5,195 | $8.99 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 5,514 | $9.54 萬 | 0.00% | −974−15.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,105 | $10.6 萬 | 0.00% | +964+18.8% | 加碼 |
| Man Group plc | 10,069 | $17.4 萬 | 0.00% | −47,080−82.4% | 減碼 |
| Harbor Capital Advisors, Inc. | 10,138 | $17.5 萬 | 0.01% | +997+10.9% | 加碼 |
| Alpine Global Management, LLC | 10,447 | $18.1 萬 | 0.04% | +10,447 | 新進 |
| Citigroup Inc | 10,679 | $18.5 萬 | 0.00% | −6,223−36.8% | 減碼 |
| Pictet Asset Management Holding SA | 10,804 | $18.7 萬 | 0.00% | +10,804 | 新進 |
| Voya Investment Management LLC | 10,966 | $19.0 萬 | 0.00% | −1,311−10.7% | 減碼 |
| Quest Partners LLC | 11,009 | $19.0 萬 | 0.01% | +9,774+791.4% | 加碼 |
| Captrust Financial Advisors | 11,114 | $19.2 萬 | 0.00% | +1,330+13.6% | 加碼 |
| Bridgefront Capital, LLC | 11,285 | $19.5 萬 | 0.05% | +11,285 | 新進 |
| ProShare Advisors LLC | 11,366 | $19.7 萬 | 0.00% | +733+6.9% | 加碼 |
| Mirabella Financial Services LLP | 11,406 | $19.7 萬 | 0.02% | +11,406 | 新進 |
| Commerce Bank | 12,040 | $20.8 萬 | 0.00% | −120−1.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 12,190 | $21.1 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 13,454 | $23.3 萬 | 0.00% | +1,147+9.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 13,535 | $23.4 萬 | 0.00% | −173−1.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 14,057 | $24.3 萬 | 0.00% | −24,965−64.0% | 減碼 |
| KLP Kapitalforvaltning AS | 14,200 | $24.6 萬 | 0.00% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,140 | $26.2 萬 | 0.00% | −29,349−66.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,775 | $27.3 萬 | 0.00% | −4,723−23.0% | 減碼 |
| Engineers Gate Manager LP | 16,100 | $27.9 萬 | 0.00% | −8,618−34.9% | 減碼 |
| Mariner, LLC | 16,224 | $28.1 萬 | 0.00% | −328−2.0% | 減碼 |
| Atomi Financial Group, Inc. | 16,225 | $28.1 萬 | 0.01% | +40.0% | 加碼 |
| Comerica Bank | 16,554 | $28.6 萬 | 0.00% | +15,680+1,794.1% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 16,889 | $29.2 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 17,766 | $30.7 萬 | 0.00% | −48−0.3% | 減碼 |
| State of Wyoming | 17,985 | $31.1 萬 | 0.03% | −2,326−11.5% | 減碼 |
| SG Americas Securities, LLC | 18,662 | $32.3 萬 | 0.00% | +9,526+104.3% | 加碼 |
| LPL Financial LLC | 18,931 | $32.8 萬 | 0.00% | +2,751+17.0% | 加碼 |
| Wescott Financial Advisory Group, LLC | 20,340 | $35.2 萬 | 0.03% | +79+0.4% | 加碼 |
| New York State Common Retirement Fund | 21,055 | $36.4 萬 | 0.00% | −444,605−95.5% | 減碼 |
| Royal Bank of Canada | 21,337 | $36.9 萬 | 0.00% | −62,255−74.5% | 減碼 |
| State of Alaska, Department of Revenue | 21,497 | $37.1 萬 | 0.00% | +18,975+752.4% | 加碼 |
| Bleakley Financial Group, LLC | 22,042 | $38.1 萬 | 0.01% | +269+1.2% | 加碼 |
| Kings Path Partners LLC | 22,060 | $38.2 萬 | 0.13% | 00.0% | 不變 |
| Janus Henderson Group PLC | 22,594 | $39.1 萬 | 0.00% | 00.0% | 不變 |
| Intech Investment Management LLC | 22,932 | $39.7 萬 | 0.00% | 00.0% | 不變 |
| Martingale Asset Management L P | 23,000 | $39.8 萬 | 0.01% | −36,068−61.1% | 減碼 |
| Quantinno Capital Management LP | 24,224 | $41.9 萬 | 0.00% | +2,591+12.0% | 加碼 |
| Squarepoint Ops LLC | 27,515 | $47.6 萬 | 0.00% | +27,515 | 新進 |
| Campbell & CO Investment Adviser LLC | 27,952 | $48.4 萬 | 0.02% | +27,952 | 新進 |
| Manufacturers Life Insurance Company, The | 28,287 | $48.9 萬 | 0.00% | −903−3.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 28,858 | $49.9 萬 | 0.00% | −31−0.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 28,993 | $50.2 萬 | 0.00% | +28,993 | 新進 |
| Verition Fund Management LLC | 32,500 | $56.2 萬 | 0.00% | −2,200−6.3% | 減碼 |
| Federated Hermes, Inc. | 32,700 | $56.6 萬 | 0.00% | +32,700 | 新進 |
| Penn Capital Management Co Inc | 34,464 | $59.6 萬 | 0.05% | −655,854−95.0% | 減碼 |
| Price T Rowe Associates Inc | 36,300 | $62.8 萬 | 0.00% | +3,049+9.2% | 加碼 |
| Amundi | 36,308 | $62.8 萬 | 0.00% | +36,308 | 新進 |
| MetLife Investment Management | 36,814 | $63.7 萬 | 0.00% | 00.0% | 不變 |
| Globeflex Capital L P | 40,307 | $69.7 萬 | 0.11% | 00.0% | 不變 |
| Creative Planning | 41,917 | $72.5 萬 | 0.00% | −10,026−19.3% | 減碼 |
| AQR Capital Management LLC | 42,840 | $74.1 萬 | 0.00% | +4,248+11.0% | 加碼 |
| Deutsche Bank AG | 45,260 | $78.3 萬 | 0.00% | −143,801−76.1% | 減碼 |