Perella Weinberg PartnersPWP

13F holders, Q1 2024 (March 31)
146holders
4famous investors
$14.12avg. 13F price*

At the end of Q1 2024, 146 institutions reported holding Perella Weinberg Partners (PWP) in their 13F filings. The largest holders were FMR LLC ($105.4M), BlackRock Inc. ($46.8M) and Vanguard Group Inc. ($35.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Perella Weinberg Partners
CUSIP
71367G102
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 146Q1 2024Q2 2024: 127Q2 2024Q3 2024: 148Q3 2024Q4 2024: 171Q4 2024Q1 2025: 171Q1 2025Q2 2025: 167Q2 2025Q3 2025: 165Q3 2025Q4 2025: 171Q4 2025Q1 2026: 164Q1 2026Q2 2026: 163Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions35$60.7M
Exits9$2.9M

Ownership 146 holders

FMR LLC 0.01% Add +15.9% 7,460,241 $105.4M
BlackRock Inc. 0.00% Reduce -0.8% 3,313,922 $46.8M
Vanguard Group Inc. 0.00% Add +6.7% 2,491,989 $35.2M
Azora Capital LP 2.24% Add +410.2% 2,178,394 $30.8M
Schroder Investment Management Group 0.03% Reduce -4.2% 2,069,013 $29.2M
Goldman Sachs Group Inc. 0.01% Add +170.1% 1,850,726 $26.2M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -45.6% 1,532,282 $21.7M
Wasatch Advisors LP 0.11% Add +113.0% 1,442,576 $20.4M
Hotchkis & Wiley Capital Management LLC 0.06% Reduce -36.8% 1,283,770 $18.1M
Basswood Capital Management, L.L.C. 0.96% Add +38.5% 1,165,072 $16.5M
Philadelphia Financial Management of San Francisco, LLC 3.37% New 1,139,934 $16.1M
Russell Investments Group, Ltd. 0.02% Add +17.5% 1,114,240 $15.7M
GW&K Investment Management, LLC 0.13% New 1,030,100 $14.6M
State Street Corp. 0.00% Add +12.8% 977,722 $13.8M
Geode Capital Management, LLC 0.00% Add +2.6% 948,163 $13.4M
Royce & Associates LP 0.11% Add +7.0% 843,819 $11.9M
No Street GP LP 0.93% New 750,000 $10.6M
Ceredex Value Advisors LLC 0.14% Reduce -25.5% 577,166 $8.2M
Arrowstreet Capital, Limited Partnership 0.01% Add +9.0% 546,908 $7.7M
Nuveen Asset Management, LLC 0.00% Reduce -2.5% 542,036 $7.7M
Boston Partners 0.01% Add +247.7% 534,968 $7.6M
State of Wisconsin Investment Board 0.02% Reduce -8.9% 524,055 $7.4M
Grandeur Peak Global Advisors, LLC 0.59% Add +3.1% 521,712 $7.4M
Deprince Race & Zollo Inc. 0.14% Add +14.3% 466,961 $6.6M
Wellington Management Group LLP 0.00% Reduce -40.0% 439,132 $6.0M
Northern Trust Corp. 0.00% Reduce -4.2% 392,432 $5.5M
JPMorgan Chase & Co. 0.00% Add +1145.7% 367,065 $5.2M
Jacobs Levy Equity Management, Inc. 0.02% Add +21.2% 354,326 $5.0M
Dimensional Fund Advisors LP 0.00% Add +16.9% 347,496 $4.9M
Renaissance Technologies 0.01% Add +60.9% 341,200 $4.8M
Franklin Resources Inc. 0.00% New 324,243 $4.6M
First Eagle Investment Management, LLC 0.01% Add +13.3% 283,178 $4.0M
Ancora Advisors LLC 0.09% Reduce -1.7% 280,909 $4.0M
Monashee Investment Management LLC 0.43% New 252,066 $3.6M
Morgan Stanley 0.00% Add +4.9% 240,504 $3.4M
Bank of America Corp. 0.00% Add +59.1% 235,960 $3.3M
Barclays PLC 0.00% Add +87.5% 227,273 $3.2M
Prospera Financial Services Inc 0.10% Reduce -22.7% 226,300 $3.2M
Two Sigma Investments, LP 0.01% Add +101.0% 205,534 $2.9M
Two Sigma Advisers, LP 0.01% New 186,800 $2.6M
Citadel Advisors 0.00% Reduce -33.4% 129,054 $1.8M
Algert Global LLC 0.07% Add +59.1% 124,485 $1.8M
Bank of New York Mellon Corp 0.00% Reduce -11.4% 120,072 $1.7M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.9% 114,670 $1.6M
Nantahala Capital Management, LLC 0.14% Reduce -35.9% 99,778 $1.4M
CastleKnight Management LP 0.21% Reduce -6.4% 96,607 $1.4M
Cubist Systematic Strategies, LLC 0.02% Reduce -8.1% 95,827 $1.4M
Interval Partners, LP 0.05% New 92,637 $1.3M
Janus Henderson Group PLC 0.00% Add +160.3% 90,715 $1.3M
Swiss National Bank 0.00% Add +13.4% 90,400 $1.3M
Sei Investments Co. 0.00% Add +9.4% 83,735 $1.2M
Callodine Capital Management, LP 0.27% New 79,474 $1.1M
Private Advisor Group, LLC 0.01% Add +0.0% 72,754 $1.0M
ExodusPoint Capital Management, LP 0.01% Add +86.4% 68,291 $965K
Ameriprise Financial Inc. 0.00% Reduce -33.5% 67,283 $951K
UBS Group AG 0.00% Add +22.9% 67,122 $948K
Trexquant Investment LP 0.02% Add +34.3% 66,799 $944K
Invesco Ltd. 0.00% Reduce -16.8% 61,373 $867K
Millennium Management 0.00% Reduce -41.0% 57,770 $816K
Clayton Partners LLC 0.68% New 56,503 $798K
Rhumbline Advisers 0.00% Reduce -0.1% 55,889 $790K
LPL Financial LLC 0.00% New 55,425 $783K
Jump Financial, LLC 0.02% New 53,880 $761K
HSBC Holdings PLC 0.00% Add +246.7% 52,355 $740K
Nebula Research & Development LLC 0.15% Add +78.2% 50,475 $713K
Ghisallo Capital Management LLC 0.09% New 50,000 $707K
Martingale Asset Management L P 0.01% Add +20.7% 48,571 $686K
Globeflex Capital L P 0.07% Reduce -5.2% 48,198 $681K
Atalaya Capital Management LP 0.81% No change 54,796 $658K
California State Teachers Retirement System 0.00% Add +6.0% 45,448 $642K
Squarepoint Ops LLC 0.00% Add +97.7% 44,249 $625K
Alliancebernstein L.P. 0.00% Reduce -4.8% 43,470 $614K
Credit Suisse AG/ 0.00% No change 38,608 $546K
Legal & General Group Plc 0.00% Reduce -0.3% 37,583 $531K
Schonfeld Strategic Advisors LLC 0.00% Add +66.8% 36,700 $519K
AlphaQuest LLC 0.09% Add +20.2% 35,762 $505K
Union Square Park Capital Management, LLC 0.94% No change 35,348 $499K
Riverwater Partners LLC 0.34% Reduce -1.5% 33,165 $469K
XTX Topco Ltd 0.06% New 29,645 $419K
D. E. Shaw & Co. 0.00% Reduce -45.4% 25,172 $356K
Deutsche Bank AG 0.00% Reduce -30.5% 22,753 $322K
MetLife Investment Management, LLC 0.00% No change 22,750 $321K
Bleakley Financial Group, LLC 0.01% Add +21.2% 22,502 $318K
Simplicity Wealth,LLC 0.01% New 22,483 $318K
Qube Research & Technologies Ltd 0.00% New 22,088 $312K
American International Group, Inc. 0.00% Reduce -0.8% 20,734 $293K
Mariner, LLC 0.00% Reduce -1.3% 17,942 $254K
Walleye Capital LLC 0.00% New 17,792 $251K
Dynamic Technology Lab Private Ltd 0.03% New 17,699 $250K
Kennedy Capital Management LLC 0.00% Add +3.7% 16,310 $230K
New York State Common Retirement Fund 0.00% Add +7.7% 15,805 $223K
Manufacturers Life Insurance Company, The 0.00% No change 15,470 $219K
Voya Investment Management LLC 0.00% Reduce -17.5% 15,379 $217K
Allspring Global Investments Holdings, LLC 0.00% Add +27.0% 15,212 $215K
Wells Fargo & Company 0.00% Add +33.3% 14,543 $205K
Oppenheimer Asset Management Inc. 0.00% Add +2.0% 14,172 $200K
Simplex Trading, LLC 0.01% New 14,132 $199K
Jane Street Group, LLC 0.00% Reduce -55.9% 13,816 $195K
Sherbrooke Park Advisers LLC 0.04% New 13,612 $192K
Commerce Bank 0.00% New 13,480 $190K
Olympiad Research LP 0.12% Reduce -19.7% 12,794 $181K
Wolverine Trading, LLC 0.00% New 12,579 $178K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 19,276 $176K
T. Rowe Price Associates Inc. 0.00% Add +16.6% 12,306 $174K
Prelude Capital Management, LLC 0.01% Reduce -22.9% 12,282 $174K
Centiva Capital, LP 0.01% New 12,091 $171K
Arizona State Retirement System 0.00% No change 11,296 $160K
Quadrature Capital Ltd 0.00% Reduce -17.5% 11,145 $157K
Envestnet Asset Management Inc. 0.00% New 11,097 $157K
HRT Financial LP 0.00% New 11,104 $156K
Versor Investments LP 0.03% New 10,800 $153K
US Bancorp \de 0.00% Reduce -8.2% 10,682 $151K
Engineers Gate Manager LP 0.00% Reduce -43.6% 10,398 $147K
Citigroup Inc. 0.00% Add +52.6% 9,102 $129K
Harbor Capital Advisors, Inc. 0.01% Reduce -65.1% 7,781 $110K
State of Wyoming 0.02% Reduce -62.3% 6,629 $94K
PNC Financial Services Group, Inc. 0.00% New 6,613 $93K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -59.0% 4,384 $62K
Ameritas Investment Partners, Inc. 0.00% No change 4,355 $62K
New York State Teachers Retirement System 0.00% Add +3.3% 3,807 $54K
Quarry LP 0.02% Add +34.3% 2,928 $41K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 2,815 $40K
Metropolitan Life Insurance Co 0.00% No change 2,373 $34K
Royal Bank of Canada 0.00% Reduce -79.9% 2,309 $33K
Assetmark, Inc. 0.00% New 1,410 $20K
Aquatic Capital Management LLC 0.00% Reduce -82.5% 1,400 $20K
Amalgamated Bank 0.00% Reduce -78.4% 1,264 $18K
Quadrant Capital Group LLC 0.00% No change 1,189 $17K
Group One Trading LLC 0.00% New 880 $12K
Cwm, LLC 0.00% Add +1.0% 830 $12K
EntryPoint Capital, LLC 0.01% Reduce -55.6% 785 $11K
Quantbot Technologies LP 0.00% New 730 $10K
Osaic Holdings, Inc. 0.00% Add +2653.8% 716 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -95.0% 585 $8K
First Horizon Advisors, Inc. 0.00% New 415 $6K
Comerica Bank 0.00% Add +12.7% 292 $4K
STRS Ohio 0.00% No change 300 $4K
Park Place Capital Corp 0.00% New 195 $3K
Parallel Advisors, LLC 0.00% No change 182 $3K
Nisa Investment Advisors, LLC 0.00% No change 94 $1K
Arax Advisory Partners 0.00% New 35 $494
NewEdge Advisors, LLC 0.00% No change 34 $486
Farther Finance Advisors, LLC 0.00% Reduce -60.3% 23 $327
Rothschild Investment LLC 0.00% New 10 $141
GAMMA Investing LLC 0.00% No change 10 $141
Avior Wealth Management, LLC 0.00% New 9 $127

"% of holder's portfolio" is PWP's weight in each manager's 13F, not the share of Perella Weinberg Partners the manager owns.