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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $58.8M |
| Exits | 34 | $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 |
| Compound Planning, Inc. | 0.02% | Reduce -0.1% | 23,536 | $457K |
| Royal Bank of Canada | 0.00% | Add +3110.1% | 22,888 | $445K |
| Point72 Asset Management | 0.00% | New | 22,729 | $441K |
| Intech Investment Management LLC | 0.00% | Reduce -45.0% | 22,729 | $441K |
| Janus Henderson Group PLC | 0.00% | No change | 22,594 | $438K |
| State of Wyoming | 0.05% | Add +28.9% | 22,254 | $432K |
| D. E. Shaw & Co. | 0.00% | New | 21,815 | $424K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.5% | 21,543 | $418K |
| US Bancorp \de | 0.00% | Add +15.3% | 21,463 | $417K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +72.0% | 20,498 | $398K |
| Dynamic Technology Lab Private Ltd | 0.05% | Reduce -54.8% | 18,267 | $355K |
| Voya Investment Management LLC | 0.00% | Add +15.8% | 17,625 | $342K |
| Arizona State Retirement System | 0.00% | Add +13.5% | 17,231 | $335K |
| Mariner, LLC | 0.00% | Reduce -3.5% | 16,325 | $317K |
| Osaic Holdings, Inc. | 0.00% | Add +2980.6% | 15,403 | $284K |
| LPL Financial LLC | 0.00% | Reduce -4.7% | 14,593 | $283K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -2.5% | 14,503 | $282K |
| Gsa Capital Partners LLP | 0.02% | New | 14,327 | $278K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +20.7% | 14,219 | $276K |
| KLP Kapitalforvaltning As | 0.00% | Add +36.5% | 14,200 | $276K |
| Meeder Asset Management Inc. | 0.02% | Add +72.7% | 13,999 | $272K |
| Kings Path Partners LLC | 0.11% | No change | 13,760 | $267K |
| Commerce Bank | 0.00% | No change | 12,810 | $249K |
| ProShare Advisors LLC | 0.00% | Add +11.6% | 12,502 | $243K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 12,190 | $237K |
| Nebula Research & Development LLC | 0.02% | Reduce -43.1% | 11,029 | $214K |
| Two Sigma Advisers, LP | 0.00% | Reduce -95.5% | 10,700 | $208K |
| Teacher Retirement System of Texas | 0.00% | New | 10,155 | $197K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +20.9% | 6,225 | $121K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.5% | 6,085 | $118K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +460.5% | 5,151 | $100K |
| New York State Teachers Retirement System | 0.00% | New | 4,724 | $92K |
| Cwm, LLC | 0.00% | Add +162.4% | 3,936 | $76K |
| Amalgamated Bank | 0.00% | No change | 1,791 | $35K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -97.8% | 1,588 | $31K |
| Assetmark, Inc. | 0.00% | Add +2.2% | 1,441 | $28K |
| Versant Capital Management, Inc | 0.00% | Reduce -30.1% | 1,205 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 780 | $15K |
| Comerica Bank | 0.00% | Add +6.1% | 767 | $15K |
| Nisa Investment Advisors, LLC | 0.00% | Add +768.8% | 695 | $13K |
| First Horizon Advisors, Inc. | 0.00% | No change | 415 | $8K |
| GAMMA Investing LLC | 0.00% | Add +97.6% | 411 | $8K |
| Clearstead Advisors, LLC | 0.00% | No change | 291 | $6K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 266 | $5K |
| Signaturefd, LLC | 0.00% | Add +65.5% | 182 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -18.0% | 182 | $4K |
| Rothschild Investment LLC | 0.00% | Add +675.0% | 155 | $3K |
| Sterling Capital Management LLC | 0.00% | Add +172.2% | 147 | $3K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 114 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 110 | $2K |
| Park Square Financial Group, LLC | 0.00% | New | 94 | $2K |
| Fifth Third Bancorp | 0.00% | Add +148.5% | 82 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 70 | $1K |
| Family Legacy Financial Solutions, LLC | 0.00% | — | 64 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -77.5% | 55 | $1K |
| MAI Capital Management | 0.00% | New | 51 | $991 |
| True Wealth Design, LLC | 0.00% | Add +131.3% | 37 | $719 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -94.4% | 32 | $636 |
| Global Retirement Partners, LLC | 0.00% | — | 32 | $621 |
| Farther Finance Advisors, LLC | 0.00% | No change | 28 | $544 |
| Brooklyn Investment Group | 0.00% | Reduce -35.7% | 27 | $525 |
| Larson Financial Group LLC | 0.00% | Reduce -91.5% | 12 | $233 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 6 | $117 |
| Allworth Financial LP | 0.00% | Reduce -95.2% | 2 | $39 |
| Essential Partners LLC | 0.00% | — | 2 | $39 |
| Avion Wealth | 0.00% | New | 31 | $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.