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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $40.0M |
| Exits | 23 | $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 |
| AQR Capital Management | 0.00% | Add +79.1% | 23,435 | $431K |
| Janus Henderson Group PLC | 0.00% | No change | 22,594 | $417K |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.0% | 22,450 | $414K |
| XTX Topco Ltd | 0.02% | Reduce -19.7% | 21,683 | $399K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -3.2% | 21,433 | $394K |
| Creative Planning | 0.00% | Reduce -9.1% | 20,955 | $386K |
| Nebula Research & Development LLC | 0.03% | Reduce -56.5% | 19,380 | $357K |
| US Bancorp \de | 0.00% | Add +5.8% | 18,623 | $343K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -63.3% | 18,358 | $338K |
| State of Wyoming | 0.04% | Add +94.9% | 17,258 | $318K |
| Mariner, LLC | 0.00% | Reduce -2.5% | 16,913 | $311K |
| Dark Forest Capital Management LP | 0.01% | Reduce -50.0% | 15,660 | $288K |
| LPL Financial LLC | 0.00% | Reduce -72.1% | 15,311 | $282K |
| Voya Investment Management LLC | 0.00% | Reduce -9.9% | 15,224 | $280K |
| Arizona State Retirement System | 0.00% | Add +3.0% | 15,184 | $279K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -9.3% | 14,868 | $274K |
| Kings Path Partners LLC | 0.12% | Reduce -38.6% | 13,760 | $253K |
| Commerce Bank | 0.00% | Reduce -0.9% | 12,810 | $236K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 12,190 | $224K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -81.2% | 12,111 | $223K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 11,921 | $219K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 11,783 | $217K |
| Cibc World Markets Corp. | 0.00% | New | 11,478 | $211K |
| ProShare Advisors LLC | 0.00% | Reduce -23.1% | 11,199 | $206K |
| Captrust Financial Advisors | 0.00% | Add +4.4% | 10,849 | $200K |
| KLP Kapitalforvaltning As | 0.00% | No change | 10,400 | $191K |
| Meeder Asset Management Inc. | 0.01% | Add +7.7% | 8,108 | $149K |
| SG Americas Securities, LLC | 0.00% | Reduce -71.6% | 7,492 | $138K |
| Picton Mahoney Asset Management | 0.00% | New | 6,415 | $118K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.6% | 5,714 | $105K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,150 | $95K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 2,180 | $40K |
| Amalgamated Bank | 0.00% | Add +24.6% | 1,791 | $33K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,788 | $33K |
| Versant Capital Management, Inc | 0.01% | New | 1,724 | $32K |
| Cwm, LLC | 0.00% | Add +33.9% | 1,500 | $28K |
| Quadrant Capital Group LLC | 0.00% | Reduce -1.9% | 1,510 | $28K |
| Assetmark, Inc. | 0.00% | No change | 1,410 | $26K |
| Quarry LP | 0.01% | New | 1,045 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 724 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.1% | 919 | $17K |
| Comerica Bank | 0.00% | Add +59.3% | 723 | $13K |
| Royal Bank of Canada | 0.00% | Reduce -97.2% | 713 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -13.0% | 570 | $11K |
| Osaic Holdings, Inc. | 0.00% | Reduce -85.7% | 500 | $9K |
| First Horizon Advisors, Inc. | 0.00% | No change | 415 | $8K |
| Richardson Financial Services Inc. | 0.01% | Reduce -0.6% | 361 | $7K |
| Clearstead Advisors, LLC | 0.00% | No change | 291 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -58.9% | 244 | $4K |
| Parallel Advisors, LLC | 0.00% | Add +22.0% | 222 | $4K |
| GAMMA Investing LLC | 0.00% | Add +36.0% | 208 | $4K |
| Hexagon Capital Partners LLC | 0.00% | New | 193 | $4K |
| Mather Group, Llc. | 0.00% | New | 147 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -59.4% | 141 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -22.0% | 110 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 80 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 70 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | New | 82 | $1K |
| CoreCap Advisors, LLC | 0.00% | Add +140.0% | 60 | $1K |
| Sterling Capital Management LLC | 0.00% | No change | 54 | $994 |
| NewEdge Advisors, LLC | 0.00% | No change | 50 | $920 |
| Brooklyn Investment Group | 0.00% | New | 42 | $773 |
| Allworth Financial LP | 0.00% | Add +121.0% | 42 | $707 |
| Fifth Third Bancorp | 0.00% | Reduce -48.4% | 33 | $607 |
| Farther Finance Advisors, LLC | 0.00% | No change | 28 | $518 |
| Rothschild Investment LLC | 0.00% | No change | 20 | $368 |
| True Wealth Design, LLC | 0.00% | New | 16 | $295 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 2 | $37 |
| Amundi | 0.00% | Reduce -92.9% | 2 | $34 |
| Simplex Trading, LLC | 0.00% | New | 51 | $0 |
| 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.