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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $30.0M |
| Exits | 24 | $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 |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +18.8% | 16,889 | $360K |
| Mariner, LLC | 0.00% | Add +1.4% | 16,552 | $353K |
| Compound Planning, Inc. | 0.01% | Reduce -31.1% | 16,221 | $346K |
| LPL Financial LLC | 0.00% | Add +10.9% | 16,180 | $345K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -93.7% | 14,978 | $319K |
| KLP Kapitalforvaltning As | 0.00% | No change | 14,200 | $303K |
| Millennium Management | 0.00% | New | 13,980 | $298K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -5.5% | 13,708 | $292K |
| US Bancorp \de | 0.00% | Reduce -42.7% | 12,307 | $262K |
| Voya Investment Management LLC | 0.00% | Reduce -30.3% | 12,277 | $262K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 12,190 | $260K |
| Commerce Bank | 0.00% | Reduce -5.1% | 12,160 | $259K |
| ProShare Advisors LLC | 0.00% | Reduce -14.9% | 10,633 | $227K |
| Teacher Retirement System of Texas | 0.00% | Add +3.3% | 10,491 | $224K |
| Versor Investments LP | 0.04% | Reduce -68.2% | 9,900 | $211K |
| Captrust Financial Advisors | 0.00% | New | 9,784 | $209K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -72.3% | 9,141 | $195K |
| SG Americas Securities, LLC | 0.00% | Reduce -83.4% | 9,136 | $195K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.6% | 6,488 | $138K |
| New York State Teachers Retirement System | 0.00% | Add +16.6% | 5,510 | $117K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -16.6% | 5,195 | $111K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -0.2% | 5,141 | $110K |
| Simplex Trading, LLC | 0.00% | New | 4,426 | $94K |
| Cwm, LLC | 0.00% | Add +11.7% | 4,398 | $94K |
| State of Alaska, Department of Revenue | 0.00% | New | 2,522 | $53K |
| Amalgamated Bank | 0.00% | No change | 1,791 | $38K |
| Assetmark, Inc. | 0.00% | No change | 1,441 | $31K |
| AlphaQuest LLC | 0.00% | Reduce -97.7% | 1,235 | $26K |
| Versant Capital Management, Inc | 0.00% | No change | 1,205 | $26K |
| Quadrant Capital Group LLC | 0.00% | New | 1,129 | $24K |
| Comerica Bank | 0.00% | Add +13.9% | 874 | $19K |
| Arax Advisory Partners | 0.00% | Add +1421.8% | 837 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -5.4% | 738 | $16K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 695 | $15K |
| Osaic Holdings, Inc. | 0.00% | Reduce -95.9% | 637 | $14K |
| Optiver Holding B.V. | 0.00% | New | 488 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 388 | $8K |
| GAMMA Investing LLC | 0.00% | Reduce -10.0% | 370 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +1012.5% | 356 | $8K |
| First Horizon Corp. | 0.00% | — | 298 | $6K |
| Signaturefd, LLC | 0.00% | Add +14.8% | 209 | $4K |
| Parallel Advisors, LLC | 0.00% | Add +2.2% | 186 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Add +32.5% | 151 | $3K |
| Sterling Capital Management LLC | 0.00% | Add +2.7% | 151 | $3K |
| Mather Group, Llc. | 0.00% | New | 147 | $3K |
| Quarry LP | 0.00% | New | 102 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -35.5% | 100 | $2K |
| Johnson Financial Group, Inc. | 0.00% | New | 81 | $2K |
| Fifth Third Bancorp | 0.00% | Reduce -12.2% | 72 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 70 | $1K |
| Global Retirement Partners, LLC | 0.00% | Add +46.9% | 47 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +35.7% | 38 | $810 |
| True Wealth Design, LLC | 0.00% | No change | 37 | $789 |
| Larson Financial Group LLC | 0.00% | Add +208.3% | 37 | $789 |
| TD Private Client Wealth LLC | 0.00% | New | 36 | $768 |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 21 | $448 |
| JPL Wealth Management, LLC | 0.00% | New | 20 | $427 |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 20 | $426 |
| Allworth Financial LP | 0.00% | Add +750.0% | 17 | $363 |
| Advisory Services Network, LLC | 0.00% | New | 14 | $298 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 6 | $128 |
| Essential Partners LLC | 0.00% | No change | 2 | $43 |
| Bessemer Group Inc. | 0.00% | New | 20 | $0 |
| Avion Wealth | 0.00% | No change | 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.