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 2 季 13F 持有人
Perella Weinberg Partners 在 2026/6/30 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
- 163
- 較 2026 年第 1 季 +1 家
- 持有股數
- 7,897 萬
- 較 2026 年第 1 季 +453.6 萬 (+6.1%)
- 總市值
- $12.6 億
- 較 2026 年第 1 季 −$9,025 萬 (−6.7%)
- 新進機構
- 27
- 另有 72 家加碼
- 清倉機構
- 26
- 另有 44 家減碼
另有 2 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 20 | $0 | 0.00% | +14+233.3% | 加碼 |
| Medallion Wealth Advisors, LLC | 3 | $48 | 0.00% | +3 | 新進 |
| Silver Grove Financial Group, Inc. | 4 | $64 | 0.00% | +4 | 新進 |
| Larson Financial Group LLC | 16 | $255 | 0.00% | −8−33.3% | 減碼 |
| Essential Partners LLC | 20 | $319 | 0.00% | −504−96.2% | 減碼 |
| JPL Wealth Management, LLC | 20 | $320 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 24 | $384 | 0.00% | +24 | 新進 |
| UMA Financial Services, Inc. | 28 | $447 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 44 | $702 | 0.00% | −380−89.6% | 減碼 |
| Caitong International Asset Management Co., Ltd | 47 | $750 | 0.00% | +47 | 新進 |
| Wolff Wiese Magana LLC | 70 | $1,118 | 0.00% | 00.0% | 不變 |
| Bayban | 79 | $1,261 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 80 | $1,277 | 0.00% | −44−35.5% | 減碼 |
| Huntington National Bank | 86 | $1,373 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 108 | $1,724 | 0.00% | +22+25.6% | 加碼 |
| Farther Finance Advisors, LLC | 168 | $2,681 | 0.00% | +83+97.6% | 加碼 |
| Zions Bancorporation, National Association | 232 | $3,703 | 0.00% | +126+118.9% | 加碼 |
| Los Angeles Capital Management LLC | 238 | $3,798 | 0.00% | −12,014−98.1% | 減碼 |
| Optiver Holding B.V. | 238 | $3,798 | 0.00% | −152−39.0% | 減碼 |
| Sterling Capital Management LLC | 247 | $3,942 | 0.00% | −177−41.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 388 | $6,328 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 443 | $6,831 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 436 | $6,959 | 0.00% | +9+2.1% | 加碼 |
| Advisor Group Holdings, Inc. | 545 | $8,697 | 0.00% | −25−4.4% | 減碼 |
| Parallel Advisors, LLC | 568 | $9,065 | 0.00% | +304+115.2% | 加碼 |
| Nisa Investment Advisors, LLC | 695 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Nykredit A/S | 1,128 | $1.80 萬 | 0.00% | +1,128 | 新進 |
| SRS Capital Advisors, Inc. | 1,362 | $2.17 萬 | 0.00% | +820+151.3% | 加碼 |
| Assetmark, Inc | 2,496 | $3.98 萬 | 0.00% | +545+27.9% | 加碼 |
| Allworth Financial LP | 3,143 | $5.02 萬 | 0.00% | +2,410+328.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,259 | $8.39 萬 | 0.00% | +2,778+112.0% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 5,763 | $9.20 萬 | 0.00% | −616,011−99.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,376 | $10.2 萬 | 0.00% | +1,181+22.7% | 加碼 |
| Global Retirement Partners, LLC | 7,036 | $11.2 萬 | 0.00% | +7,036 | 新進 |
| Jones Financial Companies LLLP | 7,177 | $11.9 萬 | 0.00% | +2,435+51.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 10,107 | $16.1 萬 | 0.00% | +3,255+47.5% | 加碼 |
| Pictet Asset Management Holding SA | 10,804 | $17.2 萬 | 0.00% | 00.0% | 不變 |
| Atria Investments LLC | 10,988 | $17.5 萬 | 0.00% | +10,988 | 新進 |
| Blueshift Asset Management, LLC | 11,312 | $18.1 萬 | 0.04% | +11,312 | 新進 |
| Susquehanna International Group, LLP | 11,315 | $18.1 萬 | 0.00% | −78,827−87.4% | 減碼 |
| Prudential Financial Inc | 11,380 | $18.2 萬 | 0.00% | +1,350+13.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 12,190 | $19.5 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 12,283 | $19.6 萬 | 0.00% | −1,436−10.5% | 減碼 |
| Entropy Technologies, LP | 12,996 | $20.7 萬 | 0.01% | +12,996 | 新進 |
| Millennium Management LLC | 13,157 | $21.0 萬 | 0.00% | +13,157 | 新進 |
| Royal Bank of Canada | 13,141 | $21.0 萬 | 0.00% | +1,052+8.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 13,276 | $21.2 萬 | 0.00% | −42,879−76.4% | 減碼 |
| Ritholtz Wealth Management | 13,710 | $21.9 萬 | 0.00% | 00.0% | 不變 |
| Voya Investment Management LLC | 13,788 | $22.0 萬 | 0.00% | +3,042+28.3% | 加碼 |
| KLP Kapitalforvaltning AS | 14,200 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| Intech Investment Management LLC | 14,399 | $23.0 萬 | 0.00% | +1,006+7.5% | 加碼 |
| Franklin Resources Inc | 14,717 | $23.5 萬 | 0.00% | −1,330,657−98.9% | 減碼 |
| Pathstone Holdings, LLC | 14,933 | $23.8 萬 | 0.00% | +14,933 | 新進 |
| DRW Securities, LLC | 14,968 | $23.9 萬 | 0.01% | +14,968 | 新進 |
| LPL Financial LLC | 16,489 | $26.3 萬 | 0.00% | −5,134−23.7% | 減碼 |
| ExodusPoint Capital Management, LP | 17,063 | $27.2 萬 | 0.00% | +17,063 | 新進 |
| Engineers Gate Manager LP | 17,100 | $27.3 萬 | 0.00% | +17,100 | 新進 |
| Vanguard Investments Australia, Ltd. | 17,846 | $28.5 萬 | 0.00% | +3,745+26.6% | 加碼 |
| US Bancorp | 17,935 | $28.6 萬 | 0.00% | +4,048+29.1% | 加碼 |
| PDT Partners, LLC | 18,200 | $29.0 萬 | 0.02% | +18,200 | 新進 |
| Arizona State Retirement System | 18,495 | $29.5 萬 | 0.00% | +183+1.0% | 加碼 |
| Commerce Bank | 20,163 | $32.2 萬 | 0.00% | +4,315+27.2% | 加碼 |
| Bleakley Financial Group, LLC | 20,268 | $32.3 萬 | 0.00% | −598−2.9% | 減碼 |
| Wescott Financial Advisory Group, LLC | 20,513 | $32.7 萬 | 0.03% | +91+0.4% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 20,721 | $33.1 萬 | 0.00% | +3,832+22.7% | 加碼 |
| IFP Advisors, Inc | 21,354 | $34.1 萬 | 0.01% | +21,083+7,779.7% | 加碼 |
| State of Alaska, Department of Revenue | 21,497 | $34.2 萬 | 0.00% | 00.0% | 不變 |
| Kings Path Partners LLC | 22,060 | $35.2 萬 | 0.09% | 00.0% | 不變 |
| Allstate Corp | 22,298 | $35.6 萬 | 0.00% | +22,298 | 新進 |
| Creative Planning | 23,221 | $37.1 萬 | 0.00% | −19,359−45.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,225 | $37.1 萬 | 0.00% | 00.0% | 不變 |
| New York State Common Retirement Fund | 24,655 | $39.3 萬 | 0.00% | +3,600+17.1% | 加碼 |
| Vanguard Global Advisers, LLC | 26,371 | $42.1 萬 | 0.00% | 00.0% | 不變 |
| Jump Financial, LLC | 26,690 | $42.6 萬 | 0.00% | +26,690 | 新進 |
| XTX Topco Ltd | 27,108 | $43.3 萬 | 0.01% | +27,108 | 新進 |
| Emerald Advisers, LLC | 27,567 | $44.0 萬 | 0.01% | −992,302−97.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 29,409 | $46.9 萬 | 0.00% | +1,333+4.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 32,351 | $51.6 萬 | 0.00% | +1,681+5.5% | 加碼 |
| Penn Capital Management Co Inc | 32,362 | $51.6 萬 | 0.03% | −7,650−19.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 34,113 | $54.4 萬 | 0.01% | +34,113 | 新進 |
| AQR Capital Management LLC | 34,295 | $54.7 萬 | 0.00% | −120,202−77.8% | 減碼 |
| Jain Global LLC | 35,630 | $56.9 萬 | 0.01% | +35,630 | 新進 |
| Vident Advisory, LLC | 36,490 | $58.2 萬 | 0.00% | +62+0.2% | 加碼 |
| Jupiter Topco LLC | 36,494 | $58.3 萬 | 0.00% | +36,494 | 新進 |
| MetLife Investment Management | 40,187 | $64.1 萬 | 0.00% | +3,683+10.1% | 加碼 |
| Quantinno Capital Management LP | 42,044 | $67.1 萬 | 0.00% | +9,253+28.2% | 加碼 |
| Fifth Third Bancorp | 43,710 | $69.8 萬 | 0.00% | +16,094+58.3% | 加碼 |
| Vanguard Asset Management, Ltd | 44,426 | $70.9 萬 | 0.00% | 00.0% | 不變 |
| Algert Global LLC | 45,790 | $73.1 萬 | 0.01% | −196−0.4% | 減碼 |
| Riverwater Partners LLC | 46,447 | $74.1 萬 | 0.22% | −43,794−48.5% | 減碼 |
| Neuberger Berman Group LLC | 57,034 | $91.0 萬 | 0.00% | −2,342−3.9% | 減碼 |
| Price T Rowe Associates Inc | 57,716 | $92.2 萬 | 0.00% | +13,146+29.5% | 加碼 |
| Kennedy Capital Management, Inc. | 58,560 | $93.5 萬 | 0.02% | −1,006−1.7% | 減碼 |
| Bull Street Advisors, LLC | 63,278 | $101.0 萬 | 0.46% | 00.0% | 不變 |
| Legal & General Group Plc | 64,200 | $102.5 萬 | 0.00% | +22,646+54.5% | 加碼 |
| UBS Asset Management Americas Inc | 65,291 | $104.2 萬 | 0.00% | −1,730−2.6% | 減碼 |
| Citadel Advisors LLC | 67,135 | $107.1 萬 | 0.00% | +22,444+50.2% | 加碼 |
| Private Advisor Group, LLC | 72,315 | $115.4 萬 | 0.01% | +303+0.4% | 加碼 |
| Deutsche Bank AG | 74,733 | $119.3 萬 | 0.00% | +17,904+31.5% | 加碼 |
| Cinctive Capital Management LP | 75,324 | $120.2 萬 | 0.05% | +75,324 | 新進 |