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。
2026 年第 1 季 13F 持有人
Perella Weinberg Partners 在 2026/3/31 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
- 164
- 較 2025 年第 4 季 −4 家
- 持有股數
- 7,448 萬
- 較 2025 年第 4 季 +966.5 萬 (+14.9%)
- 總市值
- $13.5 億
- 較 2025 年第 4 季 +$2.29 億 (+20.4%)
- 新進機構
- 27
- 另有 73 家加碼
- 清倉機構
- 31
- 另有 42 家減碼
另有 3 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 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 |
| SJS Investment Consulting Inc. | 7 | $128 | 0.00% | +7 | 新進 |
| Advisory Services Network, LLC | 14 | $254 | 0.00% | +14 | 新進 |
| Harbour Investments, Inc. | 17 | $326 | 0.00% | +17 | 新進 |
| Massmutual Trust Co FSB | 20 | $363 | 0.00% | +14+233.3% | 加碼 |
| JPL Wealth Management, LLC | 20 | $364 | 0.00% | +20 | 新進 |
| Larson Financial Group LLC | 24 | $436 | 0.00% | −294−92.5% | 減碼 |
| UMA Financial Services, Inc. | 28 | $509 | 0.00% | 00.0% | 不變 |
| Quarry LP | 61 | $1,108 | 0.00% | −10−14.1% | 減碼 |
| MAI Capital Management | 67 | $1,217 | 0.00% | +47+235.0% | 加碼 |
| Wolff Wiese Magana LLC | 70 | $1,272 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 77 | $1,399 | 0.00% | +40+108.1% | 加碼 |
| Bayban | 79 | $1,435 | 0.00% | +79 | 新進 |
| Johnson Financial Group, Inc. | 81 | $1,471 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 85 | $1,530 | 0.00% | +24+39.3% | 加碼 |
| Signaturefd, LLC | 86 | $1,562 | 0.00% | −140−61.9% | 減碼 |
| Huntington National Bank | 86 | $1,562 | 0.00% | +86 | 新進 |
| Zions Bancorporation, National Association | 106 | $1,925 | 0.00% | +20+23.3% | 加碼 |
| Rothschild Investment LLC | 124 | $2,252 | 0.00% | +86+226.3% | 加碼 |
| Parallel Advisors, LLC | 264 | $4,794 | 0.00% | +82+45.1% | 加碼 |
| IFP Advisors, Inc | 271 | $4,921 | 0.00% | +250+1,190.5% | 加碼 |
| Whittier Trust Co of Nevada Inc | 388 | $6,875 | 0.00% | 00.0% | 不變 |
| Optiver Holding B.V. | 390 | $7,082 | 0.00% | −104−21.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 424 | $7,700 | 0.00% | −7−1.6% | 減碼 |
| Sterling Capital Management LLC | 424 | $7,700 | 0.00% | +11+2.7% | 加碼 |
| Smartleaf Asset Management LLC | 443 | $7,748 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 427 | $7,754 | 0.00% | +74+21.0% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 460 | $8,464 | 0.00% | +460 | 新進 |
| Essential Partners LLC | 524 | $9,516 | 0.00% | +468+835.7% | 加碼 |
| SRS Capital Advisors, Inc. | 542 | $9,840 | 0.00% | −133−19.7% | 減碼 |
| Advisor Group Holdings, Inc. | 570 | $1.04 萬 | 0.00% | −20−3.4% | 減碼 |
| Versant Capital Management, Inc | 596 | $1.08 萬 | 0.00% | −621−51.0% | 減碼 |
| Nisa Investment Advisors, LLC | 695 | $1.26 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 733 | $1.33 萬 | 0.00% | +707+2,719.2% | 加碼 |
| Quadrant Capital Group LLC | 1,850 | $3.36 萬 | 0.00% | +446+31.8% | 加碼 |
| Assetmark, Inc | 1,951 | $3.54 萬 | 0.00% | +510+35.4% | 加碼 |
| State of Wyoming | 2,355 | $4.28 萬 | 0.01% | −15,630−86.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,481 | $4.51 萬 | 0.00% | −3,624−59.4% | 減碼 |
| Jones Financial Companies LLLP | 4,742 | $8.17 萬 | 0.00% | +4,742 | 新進 |
| Ameritas Investment Partners, Inc. | 5,195 | $9.43 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 5,750 | $10.4 萬 | 0.00% | −4,929−46.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,852 | $12.4 萬 | 0.00% | +1,338+24.3% | 加碼 |
| Prudential Financial Inc | 10,030 | $18.2 萬 | 0.00% | +10,030 | 新進 |
| Voya Investment Management LLC | 10,746 | $19.5 萬 | 0.00% | −220−2.0% | 減碼 |
| Pictet Asset Management Holding SA | 10,804 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 12,089 | $22.0 萬 | 0.00% | −9,248−43.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 12,190 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 12,252 | $22.2 萬 | 0.00% | +9,874+415.2% | 加碼 |
| CWM, LLC | 12,642 | $23.0 萬 | 0.00% | +8,088+177.6% | 加碼 |
| Intech Investment Management LLC | 13,393 | $24.3 萬 | 0.00% | −9,539−41.6% | 減碼 |
| Amundi | 13,605 | $24.7 萬 | 0.00% | −22,703−62.5% | 減碼 |
| Ritholtz Wealth Management | 13,710 | $24.9 萬 | 0.00% | +13,710 | 新進 |
| Captrust Financial Advisors | 13,719 | $24.9 萬 | 0.00% | +2,605+23.4% | 加碼 |
| US Bancorp | 13,887 | $25.2 萬 | 0.00% | +433+3.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 14,086 | $25.6 萬 | 0.00% | +551+4.1% | 加碼 |
| Vanguard Investments Australia, Ltd. | 14,101 | $25.6 萬 | 0.00% | +14,101 | 新進 |
| KLP Kapitalforvaltning AS | 14,200 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 14,465 | $26.3 萬 | 0.00% | +14,465 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,140 | $27.5 萬 | 0.00% | 00.0% | 不變 |
| Commerce Bank | 15,848 | $28.8 萬 | 0.00% | +3,808+31.6% | 加碼 |
| Ieq Capital, LLC | 16,622 | $30.2 萬 | 0.00% | +16,622 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 16,889 | $30.7 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 18,312 | $33.3 萬 | 0.00% | +546+3.1% | 加碼 |
| Mariner, LLC | 18,778 | $34.1 萬 | 0.00% | +2,554+15.7% | 加碼 |
| Wescott Financial Advisory Group, LLC | 20,422 | $37.1 萬 | 0.03% | +82+0.4% | 加碼 |
| Bleakley Financial Group, LLC | 20,866 | $37.9 萬 | 0.01% | −1,176−5.3% | 減碼 |
| New York State Common Retirement Fund | 21,055 | $38.2 萬 | 0.00% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 21,497 | $38.9 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 21,623 | $39.3 萬 | 0.00% | +2,692+14.2% | 加碼 |
| Kings Path Partners LLC | 22,060 | $40.1 萬 | 0.14% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 22,639 | $41.1 萬 | 0.04% | +22,639 | 新進 |
| Voleon Capital Management LP | 22,823 | $41.4 萬 | 0.01% | +22,823 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,225 | $42.2 萬 | 0.00% | +7,450+47.2% | 加碼 |
| Vanguard Global Advisers, LLC | 26,371 | $47.9 萬 | 0.00% | +26,371 | 新進 |
| Fifth Third Bancorp | 27,616 | $50.2 萬 | 0.00% | +27,552+43,050.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 28,076 | $51.0 萬 | 0.00% | −211−0.7% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 30,670 | $55.7 萬 | 0.00% | +1,812+6.3% | 加碼 |
| Quantinno Capital Management LP | 32,791 | $59.5 萬 | 0.00% | +8,567+35.4% | 加碼 |
| JPMorgan Chase & Co | 37,455 | $65.5 萬 | 0.00% | −30,583−44.9% | 減碼 |
| Vident Advisory, LLC | 36,428 | $66.2 萬 | 0.01% | +36,428 | 新進 |
| Janus Henderson Group PLC | 36,494 | $66.3 萬 | 0.00% | +13,900+61.5% | 加碼 |
| MetLife Investment Management | 36,504 | $66.3 萬 | 0.00% | −310−0.8% | 減碼 |
| Penn Capital Management Co Inc | 40,012 | $72.7 萬 | 0.06% | +5,548+16.1% | 加碼 |
| Globeflex Capital L P | 40,307 | $73.2 萬 | 0.11% | 00.0% | 不變 |
| Legal & General Group Plc | 41,554 | $75.5 萬 | 0.00% | −12,367−22.9% | 減碼 |
| Creative Planning | 42,580 | $77.3 萬 | 0.00% | +663+1.6% | 加碼 |
| Vanguard Asset Management, Ltd | 44,426 | $80.7 萬 | 0.00% | +44,426 | 新進 |
| Price T Rowe Associates Inc | 44,570 | $81.0 萬 | 0.00% | +8,270+22.8% | 加碼 |
| Citadel Advisors LLC | 44,691 | $81.2 萬 | 0.00% | −131,307−74.6% | 減碼 |
| Algert Global LLC | 45,986 | $83.5 萬 | 0.01% | −75,740−62.2% | 減碼 |
| Alliancebernstein L.P. | 50,090 | $86.7 萬 | 0.00% | 00.0% | 不變 |
| Natixis | 53,900 | $97.9 萬 | 0.00% | +53,900 | 新進 |
| BNP Paribas Arbitrage, SA | 56,155 | $102.0 萬 | 0.00% | +42,098+299.5% | 加碼 |
| Deutsche Bank AG | 56,829 | $103.2 萬 | 0.00% | +11,569+25.6% | 加碼 |
| Neuberger Berman Group LLC | 59,376 | $107.8 萬 | 0.00% | +635+1.1% | 加碼 |
| Kennedy Capital Management, Inc. | 59,566 | $108.2 萬 | 0.02% | +1,920+3.3% | 加碼 |
| Bull Street Advisors, LLC | 63,278 | $114.9 萬 | 0.57% | +63,278 | 新進 |
| UBS Asset Management Americas Inc | 67,021 | $121.7 萬 | 0.00% | −114,012−63.0% | 減碼 |
| Private Advisor Group, LLC | 72,012 | $130.8 萬 | 0.01% | +288+0.4% | 加碼 |