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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $71.6M |
| Exits | 12 | $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 |
| Wescott Financial Advisory Group, LLC | 0.06% | Reduce -28.4% | 25,010 | $596K |
| Sherbrooke Park Advisers LLC | 0.19% | Add +29.3% | 24,979 | $595K |
| Envestnet Asset Management Inc. | 0.00% | Add +30.0% | 24,958 | $595K |
| Verition Fund Management LLC | 0.00% | Add +38.5% | 23,901 | $570K |
| Intech Investment Management LLC | 0.01% | Add +130.4% | 23,515 | $561K |
| Creative Planning | 0.00% | New | 23,040 | $549K |
| Janus Henderson Group PLC | 0.00% | No change | 22,594 | $539K |
| Kings Path Partners LLC | 0.23% | New | 22,425 | $535K |
| Bleakley Financial Group, LLC | 0.02% | Add +1.4% | 22,141 | $528K |
| Kennedy Capital Management LLC | 0.01% | Add +8.8% | 21,170 | $505K |
| T. Rowe Price Associates Inc. | 0.00% | Add +18.4% | 20,402 | $487K |
| Squarepoint Ops LLC | 0.00% | New | 19,628 | $468K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.7% | 18,793 | $448K |
| US Bancorp \de | 0.00% | Add +4.4% | 17,602 | $420K |
| Mariner, LLC | 0.00% | Reduce -1.5% | 17,354 | $414K |
| BNP Paribas Financial Markets | 0.00% | New | 17,324 | $413K |
| Riverwater Partners LLC | 0.20% | Reduce -40.0% | 16,971 | $405K |
| Voya Investment Management LLC | 0.00% | Reduce -9.8% | 16,895 | $403K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.8% | 16,396 | $391K |
| Dynamic Technology Lab Private Ltd | 0.06% | Reduce -20.1% | 16,120 | $385K |
| Versor Investments LP | 0.07% | New | 16,100 | $384K |
| Engineers Gate Manager LP | 0.01% | Reduce -13.4% | 15,461 | $369K |
| Arizona State Retirement System | 0.00% | Add +0.9% | 14,748 | $352K |
| ProShare Advisors LLC | 0.00% | New | 14,568 | $347K |
| AQR Capital Management | 0.00% | Add +11.4% | 13,085 | $312K |
| Aigen Investment Management, LP | 0.05% | New | 13,046 | $311K |
| Commerce Bank | 0.00% | Reduce -1.1% | 12,925 | $308K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 12,190 | $291K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +22.1% | 11,921 | $284K |
| Point72 Asset Management | 0.00% | New | 11,881 | $283K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 11,783 | $281K |
| KLP Kapitalforvaltning As | 0.00% | — | 10,400 | $248K |
| Captrust Financial Advisors | 0.00% | New | 10,394 | $248K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -22.2% | 10,350 | $247K |
| State of Wyoming | 0.03% | Add +180.4% | 8,855 | $211K |
| Meeder Asset Management Inc. | 0.01% | New | 7,528 | $179K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.5% | 5,927 | $141K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,150 | $123K |
| Osaic Holdings, Inc. | 0.00% | Add +522.2% | 3,497 | $83K |
| Venturi Wealth Management, LLC | 0.00% | New | 2,689 | $64K |
| Quadrant Capital Group LLC | 0.00% | Add +43.9% | 1,540 | $37K |
| Amalgamated Bank | 0.00% | No change | 1,437 | $34K |
| Assetmark, Inc. | 0.00% | No change | 1,410 | $34K |
| Cwm, LLC | 0.00% | Add +8.6% | 1,120 | $27K |
| Principal Securities, Inc. | 0.00% | New | 724 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +80.4% | 655 | $15K |
| Arax Advisory Partners | 0.00% | Reduce -0.8% | 594 | $14K |
| Comerica Bank | 0.00% | Reduce -9.4% | 454 | $11K |
| First Horizon Advisors, Inc. | 0.00% | No change | 415 | $10K |
| Richardson Financial Services Inc. | 0.01% | New | 363 | $9K |
| Larson Financial Group LLC | 0.00% | No change | 347 | $8K |
| Clearstead Advisors, LLC | 0.00% | New | 291 | $7K |
| Parallel Advisors, LLC | 0.00% | No change | 182 | $4K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -20.4% | 152 | $4K |
| Global Retirement Partners, LLC | 0.00% | New | 157 | $4K |
| GAMMA Investing LLC | 0.00% | Add +80.0% | 153 | $4K |
| Signaturefd, LLC | 0.00% | New | 141 | $3K |
| Park Square Financial Group, LLC | 0.00% | — | 94 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 80 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 70 | $2K |
| Fifth Third Bancorp | 0.00% | Reduce -40.7% | 64 | $2K |
| Sterling Capital Management LLC | 0.00% | No change | 54 | $1K |
| NewEdge Advisors, LLC | 0.00% | New | 50 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 49 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 41 | $977 |
| Farther Finance Advisors, LLC | 0.00% | No change | 28 | $668 |
| Amundi | 0.00% | New | 28 | $650 |
| CoreCap Advisors, LLC | 0.00% | No change | 25 | $596 |
| Allworth Financial LP | 0.00% | New | 19 | $498 |
| Rothschild Investment LLC | 0.00% | No change | 20 | $477 |
| Covestor Ltd | 0.00% | No change | 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.