Perella Weinberg PartnersPWP

13F holders, Q3 2024 (September 30)
148holders +21
30new positions
9sold out
6famous investors
$19.39avg. 13F price*

At the end of Q3 2024, 148 institutions reported holding Perella Weinberg Partners (PWP) in their 13F filings, up 21 from Q2 2024. 30 opened new positions and 9 sold out. The largest holders were FMR LLC ($152.2M), BlackRock, Inc. ($76.7M) and Vanguard Group Inc. ($56.1M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions30$53.5M
Exits9$12.6M

All 13F filers, Q2 2024 → Q3 2024: 7,416,434 shares bought and 4,869,310 shares sold, net +2,547,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 148 holders

FMR LLC 0.01% Reduce -0.1% 7,880,354 $152.2M
BlackRock, Inc. 0.00% — 3,972,263 $76.7M
Vanguard Group Inc. 0.00% Add +3.5% 2,903,525 $56.1M
Azora Capital LP 2.52% Add +4.8% 2,411,042 $46.6M
Westwood Holdings Group Inc. 0.31% Reduce -4.6% 2,096,432 $40.5M
Schroder Investment Management Group 0.03% Reduce -12.7% 1,740,233 $33.5M
Goldman Sachs Group Inc. 0.01% Reduce -3.2% 1,547,950 $29.9M
Wasatch Advisors LP 0.14% Add +13.3% 1,483,429 $28.6M
State Street Corp. 0.00% Add +4.5% 1,379,418 $26.6M
Geode Capital Management, LLC 0.00% Add +2.8% 1,257,620 $24.3M
William Blair Investment Management, LLC 0.06% Reduce -3.0% 1,206,129 $23.3M
Royce & Associates LP 0.21% Add +14.3% 1,179,111 $22.8M
Wellington Management Group LLP 0.00% Add +200.0% 1,157,605 $22.4M
Basswood Capital Management, L.L.C. 1.10% Reduce -7.1% 1,100,619 $21.3M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -21.6% 1,037,615 $20.0M
Macquarie Group Ltd. 0.02% New 991,204 $19.1M
Eagle Asset Management Inc. 0.09% Add +32.1% 756,540 $18.5M
GW&K Investment Management, LLC 0.16% Reduce -4.6% 953,226 $18.4M
Hotchkis & Wiley Capital Management LLC 0.06% Reduce -26.5% 899,470 $17.4M
Grandeur Peak Global Advisors, LLC 1.39% Add +80.8% 865,274 $16.7M
Ameriprise Financial Inc. 0.00% Add +411.3% 831,429 $16.1M
Driehaus Capital Management LLC 0.11% New 651,329 $12.6M
No Street GP LP 0.89% Reduce -21.9% 597,615 $11.5M
Jacobs Levy Equity Management, Inc. 0.04% Add +175.2% 570,719 $11.0M
First Eagle Investment Management, LLC 0.02% Add +25.4% 534,078 $10.3M
State of Wisconsin Investment Board 0.03% Reduce -0.3% 525,278 $10.1M
Russell Investments Group, Ltd. 0.01% Reduce -12.9% 512,230 $9.9M
Boston Partners 0.01% Add +6.4% 500,020 $9.7M
Northern Trust Corp. 0.00% Add +15.3% 471,374 $9.1M
Nuveen Asset Management, LLC 0.00% Reduce -36.5% 469,839 $9.1M
Bank of America Corp. 0.00% Add +74.4% 460,185 $8.9M
JPMorgan Chase & Co. 0.00% Add +49.4% 435,922 $8.4M
Charles Schwab Investment Management Inc. 0.00% Add +197.6% 434,005 $8.4M
Balyasny Asset Management L.P. 0.02% New 419,188 $8.1M
Ceredex Value Advisors LLC 0.14% Reduce -26.3% 371,019 $7.2M
Morgan Stanley 0.00% Add +76.5% 344,216 $6.6M
Invesco Ltd. 0.00% Add +306.0% 291,533 $5.6M
Renaissance Technologies 0.01% Reduce -17.9% 264,700 $5.1M
Ancora Advisors LLC 0.09% No change 202,616 $3.9M
Barclays PLC 0.00% Add +0.8% 186,387 $3.6M
Monashee Investment Management LLC 0.40% Reduce -19.9% 185,981 $3.6M
Arrowstreet Capital, Limited Partnership 0.00% Add +14.5% 174,525 $3.4M
Algert Global LLC 0.08% Add +7.2% 158,646 $3.1M
Interval Partners, LP 0.09% Reduce -31.0% 155,278 $3.0M
FJ Capital Management LLC 0.27% New 135,700 $2.6M
Dimensional Fund Advisors LP 0.00% Reduce -44.1% 129,465 $2.5M
Bank of New York Mellon Corp 0.00% Reduce -22.7% 129,125 $2.5M
Public Employees Retirement System of Ohio 0.01% No change 122,541 $2.4M
Tudor Investment Corporation 0.03% New 122,234 $2.4M
Millennium Management 0.00% Reduce -93.0% 120,359 $2.3M
Voloridge Investment Management, LLC 0.01% Add +71.7% 118,676 $2.3M
ExodusPoint Capital Management, LP 0.02% New 110,001 $2.1M
Swiss National Bank 0.00% Add +8.3% 99,100 $1.9M
Qube Research & Technologies Ltd 0.00% Add +335.7% 97,919 $1.9M
Citadel Advisors 0.00% Reduce -56.8% 92,138 $1.8M
Sei Investments Co. 0.00% Add +14.7% 91,902 $1.8M
Two Sigma Investments, LP 0.00% Add +3.9% 81,687 $1.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -5.7% 75,841 $1.5M
Private Advisor Group, LLC 0.01% Reduce -0.6% 72,742 $1.4M
Rhumbline Advisers 0.00% Reduce -1.2% 70,007 $1.4M
PEAK6 Investments LLC 0.06% Add +752.8% 65,768 $1.3M
Alliancebernstein L.P. 0.00% No change 60,550 $1.2M
Jane Street Group, LLC 0.00% Add +166.9% 59,146 $1.1M
Nebula Research & Development LLC 0.12% Add +17.1% 52,858 $1.0M
Harbor Capital Advisors, Inc. 0.04% Add +72.6% 49,728 $960K
Martingale Asset Management L P 0.02% Reduce -0.2% 48,947 $945K
CastleKnight Management LP 0.11% Reduce -52.4% 48,400 $935K
California State Teachers Retirement System 0.00% Add +5.0% 48,104 $929K
Capula Management Ltd 0.01% New 47,617 $919K
Legal & General Group Plc 0.00% Add +10.5% 46,630 $900K
UBS Group AG 0.00% Add +66.9% 45,058 $870K
LPL Financial LLC 0.00% Reduce -19.6% 44,744 $864K
Wells Fargo & Company 0.00% Reduce -1.9% 41,855 $808K
Globeflex Capital L P 0.07% No change 40,307 $778K
Alberta Investment Management Corp 0.01% New 40,059 $774K
Boothbay Fund Management, LLC 0.03% New 40,000 $772K
Citigroup Inc. 0.00% Add +231.5% 37,921 $732K
Quantbot Technologies LP 0.03% Add +358.4% 37,516 $724K
STRS Ohio 0.00% Add +11633.3% 35,200 $680K
Wescott Financial Advisory Group, LLC 0.07% Reduce -62.4% 34,939 $675K
Susquehanna International Group, LLP 0.00% Reduce -23.6% 34,668 $669K
Two Sigma Advisers, LP 0.00% Reduce -48.4% 34,500 $666K
MetLife Investment Management, LLC 0.00% No change 30,788 $595K
Deutsche Bank AG 0.00% Add +27.3% 29,416 $568K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +36.6% 28,885 $558K
Schonfeld Strategic Advisors LLC 0.00% Reduce -54.9% 28,800 $556K
Riverwater Partners LLC 0.27% Reduce -4.6% 28,279 $552K
Royal Bank of Canada 0.00% Reduce -3.6% 28,561 $551K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 28,106 $543K
Janus Henderson Group PLC 0.00% No change 22,594 $436K
Bleakley Financial Group, LLC 0.01% Reduce -1.1% 21,835 $422K
SG Americas Securities, LLC 0.00% New 21,022 $406K
Dynamic Technology Lab Private Ltd 0.04% New 20,180 $389K
Raymond James & Associates 0.00% Reduce -0.6% 20,054 $387K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.2% 19,718 $381K
D. E. Shaw & Co. 0.00% New 19,477 $376K
Kennedy Capital Management LLC 0.01% Add +15.3% 19,463 $376K
Sherbrooke Park Advisers LLC 0.09% New 19,317 $373K
Envestnet Asset Management Inc. 0.00% Add +2.9% 19,197 $371K
Trexquant Investment LP 0.00% New 18,824 $363K

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

Show all 148 holders