Perella Weinberg PartnersPWP

13F holders, Q2 2025 (June 30)
167holders −4
27new positions
34sold out
4famous investors
$19.42avg. 13F price*

At the end of Q2 2025, 167 institutions reported holding Perella Weinberg Partners (PWP) in their 13F filings, down 4 from Q1 2025. 27 opened new positions and 34 sold out. The largest holders were FMR LLC ($165.2M), BlackRock, Inc. ($90.2M) and Wellington Management Group LLP ($84.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions27$58.8M
Exits34$71.2M

All 13F filers, Q1 2025 → Q2 2025: 13,017,940 shares bought and 6,214,115 shares sold, net +6,803,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 167 holders

FMR LLC 0.01% Add +2.9% 8,506,941 $165.2M
BlackRock, Inc. 0.00% Add +8.6% 4,644,374 $90.2M
Wellington Management Group LLP 0.02% Add +44.6% 4,352,753 $84.5M
Vanguard Group Inc. 0.00% Add +12.2% 3,534,004 $68.6M
Adage Capital Partners Gp, L.L.C. 0.10% Add +73.5% 3,136,484 $60.9M
William Blair Investment Management, LLC 0.12% Add +70.0% 2,268,265 $44.0M
State Street Corp. 0.00% Add +7.4% 1,681,260 $32.7M
Ameriprise Financial Inc. 0.01% Add +79.6% 1,575,063 $30.6M
Geode Capital Management, LLC 0.00% Add +10.9% 1,490,650 $29.0M
Westwood Holdings Group Inc. 0.20% New 1,442,796 $28.0M
Goldman Sachs Group Inc. 0.00% Add +18.3% 1,436,445 $27.9M
Walleye Capital LLC 0.27% Add +82.7% 1,372,866 $26.7M
Azora Capital LP 1.18% Reduce -26.2% 1,344,347 $26.1M
Wasatch Advisors LP 0.13% Add +6.6% 1,321,569 $25.7M
Basswood Capital Management, L.L.C. 1.22% Add +59.0% 1,263,220 $24.5M
Schroder Investment Management Group 0.02% Reduce -8.0% 1,196,094 $23.2M
Franklin Resources Inc. 0.01% Add +25.7% 1,157,653 $22.5M
Macquarie Group Ltd. 0.03% Add +2.7% 1,151,956 $22.4M
Royce & Associates LP 0.18% Reduce -15.5% 928,393 $18.0M
Raymond James Financial Inc. 0.01% Add +4.4% 918,340 $17.8M
Bank of America Corp. 0.00% Reduce -5.5% 906,775 $17.6M
GW&K Investment Management, LLC 0.14% Reduce -8.2% 832,688 $16.2M
Grandeur Peak Global Advisors, LLC 1.51% Add +8.7% 644,355 $12.5M
Morgan Stanley 0.00% Add +15.3% 618,449 $12.0M
Boston Partners 0.01% Add +19.6% 586,419 $11.4M
Penn Capital Management Company, LLC 0.98% Add +10.4% 582,810 $11.3M
Emerald Advisers, LLC 0.40% Add +40.9% 568,206 $11.0M
State of Wisconsin Investment Board 0.03% Reduce -3.1% 551,085 $10.7M
Russell Investments Group, Ltd. 0.01% Reduce -8.9% 544,836 $10.6M
Algert Global LLC 0.22% Add +24.7% 541,258 $10.5M
Northern Trust Corp. 0.00% Add +6.3% 512,510 $10.0M
Charles Schwab Investment Management Inc. 0.00% Add +11.0% 512,292 $9.9M
Voloridge Investment Management, LLC 0.04% Add +70.5% 509,138 $9.9M
Loomis Sayles & Co. L P 0.01% Add +52.0% 502,347 $9.8M
Silvercrest Asset Management Group LLC 0.06% Add +127.4% 439,918 $8.5M
Ceredex Value Advisors LLC 0.18% Add +22.7% 428,541 $8.3M
First Eagle Investment Management, LLC 0.02% Add +5.5% 406,078 $7.9M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -4.3% 399,954 $7.8M
New York State Common Retirement Fund 0.01% Reduce -53.4% 396,156 $7.7M
Pier Capital, LLC 1.17% New 394,128 $7.7M
Emerald Mutual Fund Advisers Trust 0.43% Add +77.9% 367,163 $7.1M
Portolan Capital Management, LLC 0.43% New 352,886 $6.9M
Barclays PLC 0.00% Add +3.0% 250,148 $4.9M
Deutsche Bank AG 0.00% Add +64.3% 249,132 $4.8M
Ranger Investment Management, L.P. 0.34% Add +8.4% 247,475 $4.8M
UBS Group AG 0.00% Add +97.5% 247,237 $4.8M
Qube Research & Technologies Ltd 0.01% Reduce -20.3% 239,035 $4.6M
Bank of New York Mellon Corp 0.00% Add +18.5% 232,653 $4.5M
Hotchkis & Wiley Capital Management LLC 0.01% Reduce -13.3% 231,590 $4.5M
Renaissance Technologies 0.01% Reduce -15.0% 213,600 $4.1M
Ancora Advisors LLC 0.08% Add +0.9% 209,756 $4.1M
BNP Paribas Financial Markets 0.00% Add +665.9% 200,262 $3.9M
Boothbay Fund Management, LLC 0.12% Add +180.8% 200,000 $3.9M
Canada Pension Plan Investment Board 0.00% New 195,900 $3.8M
Dimensional Fund Advisors LP 0.00% Add +1186.1% 155,759 $3.0M
First Trust Advisors LP 0.00% New 145,965 $2.8M
Nuveen, LLC 0.00% Add +6.7% 128,672 $2.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +52.6% 121,526 $2.4M
ExodusPoint Capital Management, LP 0.03% Add +69.4% 118,165 $2.3M
Swiss National Bank 0.00% Add +9.9% 112,800 $2.2M
Aquatic Capital Management LLC 0.04% Add +86.2% 111,439 $2.2M
Susquehanna International Group, LLP 0.00% Add +20.6% 108,824 $2.1M
Trexquant Investment LP 0.02% Reduce -3.8% 95,468 $1.9M
Y-Intercept (Hong Kong) Ltd 0.04% New 88,539 $1.7M
Rhumbline Advisers 0.00% Add +12.1% 81,588 $1.6M
Private Advisor Group, LLC 0.01% Add +0.4% 71,236 $1.4M
Sei Investments Co. 0.00% Reduce -0.7% 70,940 $1.4M
Wells Fargo & Company 0.00% Add +9.8% 70,820 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% New 63,729 $1.2M
Invesco Ltd. 0.00% Reduce -4.6% 61,880 $1.2M
Legal & General Group Plc 0.00% Add +24.3% 59,874 $1.2M
California State Teachers Retirement System 0.00% No change 58,587 $1.1M
Martingale Asset Management L P 0.03% Add +1.1% 58,060 $1.1M
XTX Topco Ltd 0.05% Add +166.1% 57,693 $1.1M
SG Americas Securities, LLC 0.00% Add +634.0% 54,988 $1.1M
AlphaQuest LLC 0.10% Add +2725700.0% 54,516 $1.1M
Public Employees Retirement System of Ohio 0.00% New 52,841 $1.0M
Alliancebernstein L.P. 0.00% No change 50,090 $973K
Squarepoint Ops LLC 0.00% New 44,886 $872K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +3.7% 42,145 $818K
Two Sigma Investments, LP 0.00% Reduce -84.0% 41,196 $800K
Globeflex Capital L P 0.06% No change 40,307 $783K
Creative Planning 0.00% Add +80.8% 37,883 $736K
Mangrove Partners Im, LLC 0.08% New 37,279 $724K
MetLife Investment Management, LLC 0.00% Add +15.3% 36,814 $715K
Verition Fund Management LLC 0.00% New 34,900 $678K
Kennedy Capital Management LLC 0.02% Add +9.4% 34,839 $677K
Voleon Capital Management LP 0.04% New 34,404 $668K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +8.7% 33,410 $649K
Harbor Capital Advisors, Inc. 0.03% Add +0.5% 32,999 $641K
JPMorgan Chase & Co. 0.00% Reduce -83.4% 32,684 $635K
Quantbot Technologies LP 0.02% Reduce -58.3% 31,678 $615K
Citigroup Inc. 0.00% Reduce -28.3% 31,436 $610K
Versor Investments LP 0.11% New 31,100 $604K
Man Group plc 0.00% New 30,984 $602K
T. Rowe Price Associates Inc. 0.00% Add +35.6% 30,446 $592K
AQR Capital Management 0.00% Add +29.8% 30,421 $591K
Manufacturers Life Insurance Company, The 0.00% Add +14.0% 30,000 $583K
Wescott Financial Advisory Group, LLC 0.05% Add +0.4% 25,196 $489K
Envestnet Asset Management Inc. 0.00% Reduce -19.7% 23,664 $460K

"% 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 167 holders