Perella Weinberg PartnersPWP

13F holders, Q2 2024 (June 30)
127holders −19
16new positions
36sold out
3famous investors
$16.24avg. 13F price*

At the end of Q2 2024, 127 institutions reported holding Perella Weinberg Partners (PWP) in their 13F filings, down 19 from Q1 2024. 16 opened new positions and 36 sold out. The largest holders were FMR LLC ($128.1M), BlackRock Inc. ($62.9M) and Vanguard Group Inc. ($45.6M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions16$72.6M
Exits36$30.2M

All 13F filers, Q1 2024 → Q2 2024: 9,598,489 shares bought and 5,450,791 shares sold, net +4,147,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 127 holders

FMR LLC 0.01% Add +5.7% 7,884,644 $128.1M
BlackRock Inc. 0.00% Add +16.8% 3,870,887 $62.9M
Vanguard Group Inc. 0.00% Add +12.6% 2,805,475 $45.6M
Azora Capital LP 2.14% Add +5.6% 2,300,672 $37.4M
Westwood Holdings Group Inc. 0.29% New 2,197,867 $35.7M
Schroder Investment Management Group 0.04% Reduce -3.7% 1,992,967 $32.4M
Millennium Management 0.02% Add +2883.9% 1,723,785 $28.0M
Goldman Sachs Group Inc. 0.01% Reduce -13.6% 1,598,475 $26.0M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -13.6% 1,324,279 $21.5M
State Street Corp. 0.00% Add +35.0% 1,319,429 $21.4M
Wasatch Advisors LP 0.11% Reduce -9.3% 1,308,984 $21.3M
William Blair Investment Management, LLC 0.05% New 1,242,939 $20.2M
Geode Capital Management, LLC 0.00% Add +29.0% 1,223,319 $19.9M
Hotchkis & Wiley Capital Management LLC 0.07% Reduce -4.7% 1,223,280 $19.9M
Basswood Capital Management, L.L.C. 1.25% Add +1.7% 1,184,576 $19.2M
Royce & Associates LP 0.16% Add +22.3% 1,031,687 $16.8M
GW&K Investment Management, LLC 0.15% Reduce -3.0% 999,325 $16.2M
No Street GP LP 1.05% Add +2.0% 765,000 $12.4M
Nuveen Asset Management, LLC 0.00% Add +36.5% 739,771 $12.0M
Russell Investments Group, Ltd. 0.02% Reduce -47.2% 588,429 $9.6M
Eagle Asset Management Inc. 0.05% New 572,635 $9.2M
State of Wisconsin Investment Board 0.02% Add +0.5% 526,663 $8.6M
Ceredex Value Advisors LLC 0.15% Reduce -12.8% 503,266 $8.2M
Grandeur Peak Global Advisors, LLC 0.62% Reduce -8.3% 478,585 $7.8M
Boston Partners 0.01% Reduce -12.1% 470,118 $7.6M
First Eagle Investment Management, LLC 0.02% Add +50.5% 426,078 $6.9M
Northern Trust Corp. 0.00% Add +4.2% 408,809 $6.6M
Wellington Management Group LLP 0.00% Reduce -12.1% 385,869 $6.2M
Renaissance Technologies 0.01% Reduce -5.5% 322,600 $5.2M
JPMorgan Chase & Co. 0.00% Reduce -20.5% 291,700 $4.7M
Nantahala Capital Management, LLC 0.43% Add +166.1% 265,474 $4.3M
Bank of America Corp. 0.00% Add +11.8% 263,819 $4.3M
Franklin Resources Inc. 0.00% Reduce -22.3% 251,826 $4.1M
Monashee Investment Management LLC 0.49% Reduce -7.9% 232,076 $3.8M
Dimensional Fund Advisors LP 0.00% Reduce -33.3% 231,729 $3.8M
Interval Partners, LP 0.11% Add +142.9% 225,026 $3.7M
Citadel Advisors 0.00% Add +65.3% 213,301 $3.5M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -41.5% 207,388 $3.4M
Ancora Advisors LLC 0.08% Reduce -27.9% 202,616 $3.3M
Morgan Stanley 0.00% Reduce -18.9% 195,057 $3.2M
Barclays PLC 0.00% Reduce -18.7% 184,870 $3.0M
Deprince Race & Zollo Inc. 0.06% Reduce -62.8% 173,704 $2.8M
Bank of New York Mellon Corp 0.00% Add +39.1% 166,998 $2.7M
Ameriprise Financial Inc. 0.00% Add +141.7% 162,601 $2.6M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -72.1% 152,439 $2.5M
Algert Global LLC 0.08% Add +18.9% 148,025 $2.4M
Charles Schwab Investment Management Inc. 0.00% Add +27.2% 145,819 $2.4M
Public Employees Retirement System of Ohio 0.01% New 122,541 $2.0M
CastleKnight Management LP 0.23% Add +5.2% 101,600 $1.7M
Wescott Financial Advisory Group, LLC 0.18% New 92,860 $1.5M
Swiss National Bank 0.00% Add +1.2% 91,500 $1.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 80,450 $1.3M
Sei Investments Co. 0.00% Reduce -4.3% 80,146 $1.3M
Two Sigma Investments, LP 0.00% Reduce -61.7% 78,636 $1.3M
Private Advisor Group, LLC 0.01% Add +0.5% 73,148 $1.2M
Invesco Ltd. 0.00% Add +17.0% 71,807 $1.2M
Rhumbline Advisers 0.00% Add +26.8% 70,867 $1.2M
Voloridge Investment Management, LLC 0.00% New 69,112 $1.1M
Two Sigma Advisers, LP 0.00% Reduce -64.2% 66,900 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Add +73.9% 63,816 $1.0M
Alliancebernstein L.P. 0.00% Add +39.3% 60,550 $984K
LPL Financial LLC 0.00% Add +0.4% 55,649 $904K
Atalaya Capital Management LP 2.05% No change 54,796 $890K
Martingale Asset Management L P 0.02% Add +0.9% 49,024 $797K
California State Teachers Retirement System 0.00% Add +0.8% 45,810 $744K
Susquehanna International Group, LLP 0.00% New 45,369 $737K
Nebula Research & Development LLC 0.12% Reduce -10.6% 45,128 $733K
Wells Fargo & Company 0.00% Add +193.3% 42,648 $693K
Legal & General Group Plc 0.00% Add +12.3% 42,211 $685K
Globeflex Capital L P 0.07% Reduce -16.4% 40,307 $655K
MetLife Investment Management, LLC 0.00% Add +35.3% 30,788 $500K
Riverwater Partners LLC 0.36% Reduce -10.6% 29,635 $482K
Royal Bank of Canada 0.00% Add +1183.5% 29,636 $481K
Harbor Capital Advisors, Inc. 0.04% Add +270.2% 28,805 $468K
Corebridge Financial, Inc. 0.00% — 28,280 $460K
UBS Group AG 0.00% Reduce -59.8% 27,003 $439K
Ghisallo Capital Management LLC 0.04% Reduce -50.0% 25,000 $406K
Deutsche Bank AG 0.00% Add +1.6% 23,111 $376K
Janus Henderson Group PLC 0.00% Reduce -75.1% 22,594 $366K
Qube Research & Technologies Ltd 0.00% Add +1.7% 22,472 $365K
Jane Street Group, LLC 0.00% Add +60.4% 22,157 $360K
Bleakley Financial Group, LLC 0.01% Reduce -1.9% 22,079 $359K
Simplicity Wealth,LLC 0.01% Reduce -1.9% 22,060 $358K
New York State Common Retirement Fund 0.00% Add +37.0% 21,655 $352K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 21,151 $344K
Manufacturers Life Insurance Company, The 0.00% Add +30.4% 20,167 $328K
Raymond James & Associates 0.00% New 20,165 $328K
Voya Investment Management LLC 0.00% Add +30.4% 20,056 $326K
Envestnet Asset Management Inc. 0.00% Add +68.1% 18,653 $303K
HSBC Holdings PLC 0.00% Reduce -64.8% 18,430 $296K
Mariner, LLC 0.00% Reduce -1.5% 17,668 $287K
Kennedy Capital Management LLC 0.01% Add +3.5% 16,882 $274K
T. Rowe Price Associates Inc. 0.00% Add +36.0% 16,733 $272K
Oppenheimer Asset Management Inc. 0.00% Add +17.9% 16,709 $272K
Commerce Bank 0.00% No change 13,480 $219K
Arizona State Retirement System 0.00% Add +15.3% 13,020 $212K
State Board of Administration of Florida Retirement System 0.00% New 12,190 $198K
Citigroup Inc. 0.00% Add +25.7% 11,439 $186K
Alpine Global Management, LLC 0.03% New 11,138 $181K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +122.7% 9,763 $159K
Quantbot Technologies LP 0.01% Add +1021.1% 8,184 $133K
PEAK6 Investments LLC 0.01% New 7,712 $125K
Simplex Trading, LLC 0.00% Reduce -50.0% 7,067 $114K
PNC Financial Services Group, Inc. 0.00% Add +2.6% 6,788 $110K
Tower Research Capital LLC (TRC) 0.00% Add +978.8% 6,311 $103K
Ameritas Investment Partners, Inc. 0.00% Add +18.3% 5,150 $84K
Group One Trading LLC 0.00% Add +338.4% 3,858 $63K
State of Wyoming 0.01% Reduce -55.5% 2,948 $48K
Osaic Holdings, Inc. 0.00% Add +109.2% 1,498 $24K
Amalgamated Bank 0.00% Add +13.7% 1,437 $23K
Assetmark, Inc. 0.00% No change 1,410 $23K
Quadrant Capital Group LLC 0.00% No change 1,189 $19K
Cwm, LLC 0.00% Add +6.9% 887 $14K
Arax Advisory Partners 0.00% Add +1665.7% 618 $10K
Comerica Bank 0.00% Add +46.2% 427 $7K
First Horizon Advisors, Inc. 0.00% No change 415 $7K
STRS Ohio 0.00% No change 300 $5K
Smartleaf Asset Management LLC 0.00% New 246 $4K
AlphaQuest LLC 0.00% Reduce -99.5% 193 $3K
Parallel Advisors, LLC 0.00% No change 182 $3K
Mather Group, Llc. 0.00% New 147 $2K
Nisa Investment Advisors, LLC 0.00% Reduce -14.9% 80 $1K
Farther Finance Advisors, LLC 0.00% No change 23 $368
Rothschild Investment LLC 0.00% Add +100.0% 20 $325
Institutional & Family Asset Management, LLC 0.00% New 20 $325
GAMMA Investing LLC 0.00% Add +30.0% 13 $211
Covestor Ltd 0.00% New 6 $0

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