Perella Weinberg PartnersPWP

13F holders, Q3 2025 (September 30)
165holders −2
22new positions
24sold out
4famous investors
$21.32avg. 13F price*

At the end of Q3 2025, 165 institutions reported holding Perella Weinberg Partners (PWP) in their 13F filings, down 2 from Q2 2025. 22 opened new positions and 24 sold out. The largest holders were FMR LLC ($204.7M), BlackRock, Inc. ($99.5M) and Wellington Management Group LLP ($88.9M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions22$30.0M
Exits24$46.6M

All 13F filers, Q2 2025 → Q3 2025: 9,294,244 shares bought and 6,772,317 shares sold, net +2,521,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 165 holders

FMR LLC 0.01% Add +12.9% 9,603,323 $204.7M
BlackRock, Inc. 0.00% Add +0.5% 4,668,272 $99.5M
Wellington Management Group LLP 0.02% Reduce -4.2% 4,170,262 $88.9M
William Blair Investment Management, LLC 0.20% Add +57.2% 3,566,511 $76.0M
Vanguard Group Inc. 0.00% Reduce -1.5% 3,481,393 $74.2M
Nuveen, LLC 0.01% Add +1621.6% 2,215,262 $47.2M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -40.3% 1,872,519 $39.9M
Westwood Holdings Group Inc. 0.27% Add +22.7% 1,770,764 $37.8M
State Street Corp. 0.00% Add +4.6% 1,758,758 $37.5M
Ameriprise Financial Inc. 0.01% Add +0.2% 1,578,098 $33.6M
Geode Capital Management, LLC 0.00% Add +1.2% 1,508,047 $32.2M
Goldman Sachs Group Inc. 0.00% Add +4.8% 1,506,133 $32.1M
Walleye Capital LLC 0.28% Add +6.0% 1,455,874 $31.0M
Wasatch Advisors LP 0.15% Add +0.3% 1,326,164 $28.3M
Franklin Resources Inc. 0.01% Add +12.3% 1,300,025 $27.7M
Basswood Capital Management, L.L.C. 1.28% Add +2.3% 1,292,524 $27.6M
Royce & Associates LP 0.25% Add +25.3% 1,163,300 $24.8M
Raymond James Financial Inc. 0.01% Add +22.3% 1,123,207 $23.9M
Macquarie Group Ltd. 0.03% Reduce -8.9% 1,049,755 $22.4M
Bank of America Corp. 0.00% Add +2.0% 924,686 $19.7M
Schroder Investment Management Group 0.01% Reduce -28.5% 854,967 $18.4M
GW&K Investment Management, LLC 0.15% Reduce -2.6% 810,691 $17.3M
Emerald Advisers, LLC 0.55% Add +41.4% 803,654 $17.1M
Boston Partners 0.02% Add +28.9% 755,609 $16.1M
Rockefeller Capital Management L.P. 0.03% New 714,944 $15.2M
Russell Investments Group, Ltd. 0.02% Add +27.8% 696,121 $14.8M
Penn Capital Management Company, LLC 1.13% Add +18.4% 690,318 $14.7M
Grandeur Peak Global Advisors, LLC 1.82% Reduce -1.4% 635,323 $13.5M
State of Wisconsin Investment Board 0.03% Reduce -0.1% 550,701 $11.7M
Charles Schwab Investment Management Inc. 0.00% Add +3.4% 529,576 $11.3M
Northern Trust Corp. 0.00% Add +0.8% 516,581 $11.0M
Loomis Sayles & Co. L P 0.01% Add +2.5% 514,745 $11.0M
Emerald Mutual Fund Advisers Trust 0.54% Add +34.7% 494,652 $10.5M
Pier Capital, LLC 1.58% Add +20.5% 474,872 $10.1M
Morgan Stanley 0.00% Reduce -24.3% 468,466 $10.0M
First Eagle Investment Management, LLC 0.02% Add +15.2% 467,792 $10.0M
New York State Common Retirement Fund 0.01% Add +17.5% 465,660 $9.9M
Silvercrest Asset Management Group LLC 0.06% Reduce -2.8% 427,640 $9.1M
Dimensional Fund Advisors LP 0.00% Add +171.0% 422,144 $9.0M
Ceredex Value Advisors LLC 0.21% Reduce -2.1% 419,641 $8.9M
Ranger Investment Management, L.P. 0.59% Add +59.9% 395,785 $8.4M
UBS Group AG 0.00% Add +31.3% 324,649 $6.9M
Citadel Advisors 0.01% New 301,271 $6.4M
JPMorgan Chase & Co. 0.00% Add +628.2% 238,018 $5.1M
Bank of New York Mellon Corp 0.00% Reduce -1.9% 228,288 $4.9M
First Trust Advisors LP 0.00% Add +56.1% 227,898 $4.9M
Hotchkis & Wiley Capital Management LLC 0.01% Reduce -6.5% 216,540 $4.6M
Ancora Advisors LLC 0.09% Reduce -0.6% 208,576 $4.4M
Lighthouse Investment Partners, LLC 0.16% New 208,034 $4.4M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -51.0% 195,818 $4.2M
Deutsche Bank AG 0.00% Reduce -24.1% 189,061 $4.0M
Algert Global LLC 0.06% Reduce -69.0% 167,886 $3.6M
Boothbay Fund Management, LLC 0.07% Reduce -34.9% 130,298 $2.8M
Voloridge Investment Management, LLC 0.01% Reduce -76.2% 121,255 $2.6M
Swiss National Bank 0.00% Add +3.5% 116,800 $2.5M
Invesco Ltd. 0.00% Add +82.0% 112,608 $2.4M
Envestnet Asset Management Inc. 0.00% Add +345.0% 105,312 $2.2M
Aquatic Capital Management LLC 0.04% Reduce -10.7% 99,539 $2.1M
Barclays PLC 0.00% Reduce -62.1% 94,720 $2.0M
Wells Fargo & Company 0.00% Add +27.4% 90,246 $1.9M
Rhumbline Advisers 0.00% Add +6.7% 87,020 $1.9M
Teachers Retirement System of the State of Kentucky 0.01% Add +32.4% 84,403 $1.8M
Royal Bank of Canada 0.00% Add +265.2% 83,592 $1.8M
Calamos Advisors LLC 0.01% New 79,562 $1.7M
Sei Investments Co. 0.00% Add +6.9% 75,857 $1.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -41.0% 71,710 $1.5M
Private Advisor Group, LLC 0.01% Add +0.3% 71,456 $1.5M
Public Employees Retirement System of Ohio 0.00% Add +23.4% 65,181 $1.4M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -26.9% 64,733 $1.4M
Martingale Asset Management L P 0.03% Add +1.7% 59,068 $1.3M
California State Teachers Retirement System 0.00% Add +0.0% 58,589 $1.2M
Man Group plc 0.00% Add +84.5% 57,149 $1.2M
Kennedy Capital Management LLC 0.03% Add +63.6% 56,986 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -48.1% 56,521 $1.2M
Legal & General Group Plc 0.00% Reduce -9.5% 54,165 $1.2M
Creative Planning 0.00% Add +37.1% 51,943 $1.1M
Alliancebernstein L.P. 0.00% Add +2.9% 51,556 $1.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +5.6% 44,489 $949K
Globeflex Capital L P 0.13% No change 40,307 $859K
BNP Paribas Financial Markets 0.00% Reduce -80.5% 39,022 $832K
AQR Capital Management 0.00% Add +26.9% 38,592 $823K
MetLife Investment Management, LLC 0.00% No change 36,814 $785K
Verition Fund Management LLC 0.00% Reduce -0.6% 34,700 $740K
T. Rowe Price Associates Inc. 0.00% Add +9.2% 33,251 $709K
XTX Topco Ltd 0.03% Reduce -46.1% 31,121 $664K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.7% 29,190 $622K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -13.5% 28,889 $616K
Renaissance Technologies 0.00% Reduce -88.0% 25,600 $546K
Engineers Gate Manager LP 0.01% New 24,718 $527K
Intech Investment Management LLC 0.00% Add +0.9% 22,932 $489K
Janus Henderson Group PLC 0.00% No change 22,594 $482K
Kings Path Partners LLC 0.17% Add +60.3% 22,060 $470K
Aviva PLC 0.00% New 21,835 $466K
Bleakley Financial Group, LLC 0.01% Add +1.1% 21,773 $464K
Quantinno Capital Management LP 0.00% New 21,633 $461K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 20,498 $437K
State of Wyoming 0.05% Reduce -8.7% 20,311 $433K
Wescott Financial Advisory Group, LLC 0.04% Reduce -19.6% 20,261 $432K
Arizona State Retirement System 0.00% Add +3.4% 17,814 $380K
Citigroup Inc. 0.00% Reduce -46.2% 16,902 $360K

"% 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 165 holders