Perella Weinberg PartnersPWP

13F holders, Q4 2024 (December 31)
171holders +23
35new positions
12sold out
6famous investors
$23.84avg. 13F price*

At the end of Q4 2024, 171 institutions reported holding Perella Weinberg Partners (PWP) in their 13F filings, up 23 from Q3 2024. 35 opened new positions and 12 sold out. The largest holders were FMR LLC ($195.1M), BlackRock, Inc. ($102.8M) and Vanguard Group Inc. ($75.4M). 6 famous investors held it, including Paul Tudor Jones (0.1% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions35$71.6M
Exits12$10.1M

All 13F filers, Q3 2024 → Q4 2024: 6,858,429 shares bought and 4,207,277 shares sold, net +2,651,152 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 171 holders

FMR LLC 0.01% Add +3.8% 8,181,941 $195.1M
BlackRock, Inc. 0.00% Add +8.5% 4,310,131 $102.8M
Vanguard Group Inc. 0.00% Add +9.0% 3,163,844 $75.4M
Azora Capital LP 2.67% Add +3.4% 2,492,789 $59.4M
Westwood Holdings Group Inc. 0.39% Add +0.8% 2,112,393 $50.4M
State Street Corp. 0.00% Reduce -0.8% 1,369,068 $32.6M
Goldman Sachs Group Inc. 0.01% Reduce -13.2% 1,343,901 $32.0M
Wellington Management Group LLP 0.01% Add +13.7% 1,316,562 $31.4M
Geode Capital Management, LLC 0.00% Add +1.9% 1,281,969 $30.6M
William Blair Investment Management, LLC 0.07% Add +2.5% 1,236,570 $29.5M
Wasatch Advisors LP 0.14% Reduce -20.5% 1,179,423 $28.1M
Schroder Investment Management Group 0.03% Reduce -32.6% 1,172,740 $27.7M
Royce & Associates LP 0.23% Reduce -10.1% 1,060,058 $25.3M
Macquarie Group Ltd. 0.03% Reduce -0.3% 988,143 $23.6M
GW&K Investment Management, LLC 0.19% Reduce -1.7% 936,616 $22.3M
Ameriprise Financial Inc. 0.01% Reduce -1.5% 819,230 $19.5M
Hotchkis & Wiley Capital Management LLC 0.06% Reduce -9.3% 815,770 $19.4M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -22.3% 805,785 $19.2M
Raymond James Financial Inc. 0.01% — 775,710 $18.5M
Channing Capital Management, LLC 0.43% New 679,805 $16.2M
Bank of America Corp. 0.00% Add +46.1% 672,481 $16.0M
Russell Investments Group, Ltd. 0.02% Add +29.1% 661,464 $15.8M
Basswood Capital Management, L.L.C. 0.90% Reduce -40.9% 650,928 $15.5M
Driehaus Capital Management LLC 0.13% Reduce -1.1% 644,085 $15.4M
Grandeur Peak Global Advisors, LLC 1.30% Reduce -29.1% 613,142 $14.6M
Jacobs Levy Equity Management, Inc. 0.05% Add +1.4% 578,762 $13.8M
Franklin Resources Inc. 0.00% New 569,897 $13.6M
State of Wisconsin Investment Board 0.04% Add +8.2% 568,253 $13.5M
Northern Trust Corp. 0.00% Add +3.9% 489,964 $11.7M
First Eagle Investment Management, LLC 0.03% Reduce -10.3% 479,278 $11.4M
ExodusPoint Capital Management, LP 0.12% Add +334.4% 477,870 $11.4M
Charles Schwab Investment Management Inc. 0.00% Add +5.5% 457,759 $10.9M
Walleye Capital LLC 0.11% New 432,325 $10.3M
Morgan Stanley 0.00% Add +13.2% 389,519 $9.3M
Algert Global LLC 0.21% Add +137.4% 376,564 $9.0M
Cannell & Spears LLC 0.18% New 372,526 $8.9M
Ceredex Value Advisors LLC 0.17% Reduce -6.6% 346,624 $8.3M
Boston Partners 0.01% Reduce -32.7% 336,313 $8.0M
No Street GP LP 0.48% Reduce -49.8% 300,000 $7.2M
Voloridge Investment Management, LLC 0.02% Add +137.8% 282,202 $6.7M
Two Sigma Investments, LP 0.02% Add +243.8% 280,853 $6.7M
Invesco Ltd. 0.00% Reduce -9.5% 263,739 $6.3M
Renaissance Technologies 0.01% Reduce -4.5% 252,900 $6.0M
JPMorgan Chase & Co. 0.00% Reduce -46.4% 233,751 $5.6M
Qube Research & Technologies Ltd 0.01% Add +137.3% 232,346 $5.5M
Ranger Investment Management, L.P. 0.35% New 230,125 $5.5M
Nuveen Asset Management, LLC 0.00% Reduce -54.5% 213,893 $5.1M
Tudor Investment Corporation 0.05% Add +67.4% 204,598 $4.9M
Ancora Advisors LLC 0.11% Add +0.4% 203,446 $4.9M
Barclays PLC 0.00% Add +8.7% 202,517 $4.8M
Balyasny Asset Management L.P. 0.01% Reduce -52.4% 199,723 $4.8M
Bank of New York Mellon Corp 0.00% Add +47.6% 190,553 $4.5M
Millennium Management 0.00% Add +49.6% 180,031 $4.3M
Interval Partners, LP 0.11% Add +15.0% 178,602 $4.3M
Clark Capital Management Group, Inc. 0.03% New 174,503 $4.2M
Two Sigma Advisers, LP 0.01% Add +396.2% 171,200 $4.1M
New York State Common Retirement Fund 0.01% Add +952.8% 169,027 $4.0M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -8.1% 160,430 $3.8M
Trexquant Investment LP 0.04% Add +661.5% 143,350 $3.4M
Public Employees Retirement System of Ohio 0.01% No change 122,541 $2.9M
Boothbay Fund Management, LLC 0.09% Add +200.0% 120,000 $2.9M
Citadel Advisors 0.00% Add +10.4% 101,719 $2.4M
Swiss National Bank 0.00% Add +0.9% 100,000 $2.4M
Kingsview Wealth Management, LLC 0.04% New 96,184 $2.3M
Calamos Advisors LLC 0.01% New 93,601 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +21.2% 91,898 $2.2M
Quantbot Technologies LP 0.07% Add +109.6% 78,622 $1.9M
UBS Group AG 0.00% Add +71.6% 77,337 $1.8M
Sei Investments Co. 0.00% Reduce -17.2% 76,058 $1.8M
Private Advisor Group, LLC 0.01% Reduce -2.4% 70,965 $1.7M
Rhumbline Advisers 0.00% Add +1.2% 70,861 $1.7M
Dimensional Fund Advisors LP 0.00% Reduce -50.2% 64,452 $1.5M
Wells Fargo & Company 0.00% Add +49.9% 62,723 $1.5M
LPL Financial LLC 0.00% Add +22.7% 54,917 $1.3M
Alliancebernstein L.P. 0.00% Reduce -17.3% 50,090 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Add +73.6% 50,000 $1.2M
Harbor Capital Advisors, Inc. 0.05% Reduce -1.0% 49,215 $1.2M
Canada Pension Plan Investment Board 0.00% New 49,200 $1.2M
Martingale Asset Management L P 0.03% Add +0.0% 48,954 $1.2M
Legal & General Group Plc 0.00% Add +3.4% 48,220 $1.1M
California State Teachers Retirement System 0.00% Reduce -1.0% 47,612 $1.1M
Cubist Systematic Strategies, LLC 0.02% New 46,867 $1.1M
Deutsche Bank AG 0.00% Add +53.6% 45,179 $1.1M
Nebula Research & Development LLC 0.12% Reduce -15.6% 44,589 $1.1M
Citigroup Inc. 0.00% Add +16.0% 43,973 $1.0M
Crestline Management, L.P. 0.03% New 41,110 $980K
Globeflex Capital L P 0.08% No change 40,307 $961K
Alberta Investment Management Corp 0.01% No change 40,059 $955K
Aquatic Capital Management LLC 0.02% Add +3354.1% 37,995 $906K
Jump Financial, LLC 0.02% Add +181.5% 33,502 $799K
Susquehanna International Group, LLP 0.00% Reduce -4.1% 33,237 $792K
MetLife Investment Management, LLC 0.00% Add +5.5% 32,480 $774K
Dark Forest Capital Management LP 0.11% New 31,296 $746K
STRS Ohio 0.00% Reduce -12.8% 30,700 $732K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.8% 29,403 $701K
AlphaQuest LLC 0.09% Add +14544.9% 28,411 $677K
XTX Topco Ltd 0.05% New 26,997 $644K
SG Americas Securities, LLC 0.00% Add +25.6% 26,396 $629K
Corebridge Financial, Inc. 0.00% Reduce -8.5% 25,718 $613K
Royal Bank of Canada 0.00% Reduce -11.8% 25,206 $600K

"% 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 171 holders