Perella Weinberg PartnersPWP

13F holders, Q1 2025 (March 31)
171holders
24new positions
23sold out
4famous investors
$18.41avg. 13F price*

At the end of Q1 2025, 171 institutions reported holding Perella Weinberg Partners (PWP) in their 13F filings, unchanged from Q4 2024. 24 opened new positions and 23 sold out. The largest holders were FMR LLC ($152.1M), BlackRock, Inc. ($78.7M) and Vanguard Group Inc. ($58.0M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions24$40.0M
Exits23$88.2M

All 13F filers, Q4 2024 → Q1 2025: 10,290,740 shares bought and 7,198,123 shares sold, net +3,092,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 171 holders

FMR LLC 0.01% Add +1.0% 8,264,504 $152.1M
BlackRock, Inc. 0.00% Reduce -0.8% 4,276,220 $78.7M
Vanguard Group Inc. 0.00% Reduce -0.4% 3,150,620 $58.0M
Wellington Management Group LLP 0.01% Add +128.6% 3,009,484 $55.4M
Channing Capital Management, LLC 1.19% Add +215.2% 2,142,888 $39.4M
Azora Capital LP 2.28% Reduce -26.9% 1,821,865 $33.5M
Adage Capital Partners Gp, L.L.C. 0.06% Add +124.4% 1,808,172 $33.3M
State Street Corp. 0.00% Add +14.3% 1,565,381 $28.8M
Geode Capital Management, LLC 0.00% Add +4.9% 1,344,298 $24.7M
William Blair Investment Management, LLC 0.07% Add +7.9% 1,333,883 $24.5M
Schroder Investment Management Group 0.02% Add +10.9% 1,300,418 $24.0M
Wasatch Advisors LP 0.13% Add +5.1% 1,239,701 $22.8M
Goldman Sachs Group Inc. 0.00% Reduce -9.6% 1,214,457 $22.3M
Macquarie Group Ltd. 0.03% Add +13.5% 1,121,259 $20.6M
Royce & Associates LP 0.22% Add +3.7% 1,099,154 $20.2M
Bank of America Corp. 0.00% Add +42.6% 959,073 $17.6M
Franklin Resources Inc. 0.01% Add +61.6% 921,016 $16.9M
GW&K Investment Management, LLC 0.15% Reduce -3.2% 906,586 $16.7M
Raymond James Financial Inc. 0.01% Add +13.4% 879,745 $16.2M
Ameriprise Financial Inc. 0.00% Add +7.1% 877,042 $16.1M
New York State Common Retirement Fund 0.02% Add +402.6% 849,590 $15.6M
Basswood Capital Management, L.L.C. 0.82% Add +22.1% 794,709 $14.6M
Walleye Capital LLC 0.17% Add +73.8% 751,296 $13.8M
Russell Investments Group, Ltd. 0.02% Reduce -9.6% 598,084 $11.0M
Grandeur Peak Global Advisors, LLC 1.21% Reduce -3.4% 592,553 $10.9M
State of Wisconsin Investment Board 0.03% Add +0.1% 568,611 $10.5M
Morgan Stanley 0.00% Add +37.7% 536,313 $9.9M
Penn Capital Management Company, LLC 0.95% New 527,710 $9.7M
Boston Partners 0.01% Add +45.7% 490,119 $9.0M
Northern Trust Corp. 0.00% Reduce -1.6% 482,082 $8.9M
Charles Schwab Investment Management Inc. 0.00% Add +0.9% 461,673 $8.5M
Algert Global LLC 0.20% Add +15.3% 434,173 $8.0M
Balyasny Asset Management L.P. 0.02% Add +111.8% 423,068 $7.8M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -27.8% 417,725 $7.7M
Emerald Advisers, LLC 0.33% New 403,280 $7.4M
First Eagle Investment Management, LLC 0.01% Reduce -19.6% 385,078 $7.1M
Ceredex Value Advisors LLC 0.14% Add +0.8% 349,278 $6.4M
Loomis Sayles & Co. L P 0.01% New 330,503 $6.1M
Qube Research & Technologies Ltd 0.01% Add +29.1% 299,855 $5.5M
Voloridge Investment Management, LLC 0.02% Add +5.8% 298,670 $5.5M
Hotchkis & Wiley Capital Management LLC 0.02% Reduce -67.3% 267,190 $4.9M
Two Sigma Investments, LP 0.01% Reduce -8.4% 257,225 $4.7M
Renaissance Technologies 0.01% Reduce -0.6% 251,300 $4.6M
Driehaus Capital Management LLC 0.04% Reduce -61.5% 247,872 $4.6M
Barclays PLC 0.00% Add +19.9% 242,771 $4.5M
Two Sigma Advisers, LP 0.01% Add +39.1% 238,100 $4.4M
Ranger Investment Management, L.P. 0.30% Reduce -0.8% 228,280 $4.2M
Ancora Advisors LLC 0.09% Add +2.2% 207,966 $3.8M
Emerald Mutual Fund Advisers Trust 0.28% New 206,426 $3.8M
Clark Capital Management Group, Inc. 0.03% Add +16.9% 203,941 $3.8M
JPMorgan Chase & Co. 0.00% Reduce -16.0% 196,453 $3.6M
Bank of New York Mellon Corp 0.00% Add +3.0% 196,289 $3.6M
Silvercrest Asset Management Group LLC 0.03% New 193,431 $3.6M
Lighthouse Investment Partners, LLC 0.13% New 155,488 $2.9M
Deutsche Bank AG 0.00% Add +235.5% 151,595 $2.8M
Jane Street Group, LLC 0.00% New 140,069 $2.6M
UBS Group AG 0.00% Add +61.9% 125,202 $2.3M
Nuveen, LLC 0.00% — 120,548 $2.2M
Citadel Advisors 0.00% Add +8.4% 110,292 $2.0M
Swiss National Bank 0.00% Add +2.6% 102,600 $1.9M
Trexquant Investment LP 0.02% Reduce -30.8% 99,201 $1.8M
Susquehanna International Group, LLP 0.00% Add +171.5% 90,243 $1.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -13.3% 79,627 $1.5M
Quantbot Technologies LP 0.04% Reduce -3.5% 75,911 $1.4M
Cubist Systematic Strategies, LLC 0.02% Add +55.8% 73,030 $1.3M
Rhumbline Advisers 0.00% Add +2.7% 72,801 $1.3M
Sei Investments Co. 0.00% Reduce -6.1% 71,442 $1.3M
Boothbay Fund Management, LLC 0.05% Reduce -40.6% 71,238 $1.3M
Private Advisor Group, LLC 0.01% No change 70,965 $1.3M
ExodusPoint Capital Management, LP 0.02% Reduce -85.4% 69,749 $1.3M
Invesco Ltd. 0.00% Reduce -75.4% 64,842 $1.2M
Wells Fargo & Company 0.00% Add +2.8% 64,492 $1.2M
Bryce Point Capital, LLC 0.86% New 51,695 $1.1M
Aquatic Capital Management LLC 0.03% Add +57.5% 59,853 $1.1M
California State Teachers Retirement System 0.00% Add +23.1% 58,587 $1.1M
Martingale Asset Management L P 0.03% Add +17.3% 57,427 $1.1M
Interval Partners, LP 0.04% Reduce -68.5% 56,220 $1.0M
Alberta Investment Management Corp 0.01% Add +32.1% 52,928 $974K
Alliancebernstein L.P. 0.00% No change 50,090 $922K
Legal & General Group Plc 0.00% Reduce -0.1% 48,181 $887K
Millennium Management 0.00% Reduce -74.3% 46,207 $850K
Citigroup Inc. 0.00% Reduce -0.3% 43,853 $807K
Intech Investment Management LLC 0.01% Add +75.7% 41,317 $760K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 40,629 $748K
Dynamic Technology Lab Private Ltd 0.11% Add +150.7% 40,411 $743K
Globeflex Capital L P 0.07% No change 40,307 $742K
Jump Financial, LLC 0.01% Add +1.3% 33,926 $624K
Banque Pictet & Cie SA 0.01% New 32,905 $605K
STRS Ohio 0.00% Add +7.2% 32,900 $605K
Harbor Capital Advisors, Inc. 0.03% Reduce -33.3% 32,823 $604K
Jefferies Financial Group Inc. 0.01% New 31,996 $589K
MetLife Investment Management, LLC 0.00% Reduce -1.7% 31,916 $587K
Kennedy Capital Management LLC 0.01% Add +50.5% 31,857 $586K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.6% 30,745 $566K
Envestnet Asset Management Inc. 0.00% Add +18.1% 29,466 $542K
Manufacturers Life Insurance Company, The 0.00% Add +40.0% 26,312 $484K
BNP Paribas Financial Markets 0.00% Add +50.9% 26,148 $481K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 25,341 $466K
Wescott Financial Advisory Group, LLC 0.05% Add +0.3% 25,097 $462K
Compound Planning, Inc. 0.02% New 23,551 $433K

"% 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