Perella Weinberg PartnersPWP

13F holders, Q4 2025 (December 31)
171holders +6
24new positions
20sold out
4famous investors
$17.30avg. 13F price*

At the end of Q4 2025, 171 institutions reported holding Perella Weinberg Partners (PWP) in their 13F filings, up 6 from Q3 2025. 24 opened new positions and 20 sold out. The largest holders were FMR LLC ($169.5M), BlackRock, Inc. ($82.1M) and William Blair Investment Management, LLC ($68.3M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions24$36.5M
Exits20$37.4M

All 13F filers, Q3 2025 → Q4 2025: 7,957,611 shares bought and 5,185,327 shares sold, net +2,772,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 171 holders

FMR LLC 0.01% Add +2.0% 9,799,260 $169.5M
BlackRock, Inc. 0.00% Add +1.7% 4,746,791 $82.1M
William Blair Investment Management, LLC 0.19% Add +10.6% 3,946,163 $68.3M
Wellington Management Group LLP 0.01% Reduce -9.9% 3,757,859 $65.0M
Vanguard Group Inc. 0.00% Add +6.9% 3,722,756 $64.4M
Nuveen, LLC 0.01% Add +29.2% 2,861,405 $49.5M
Adage Capital Partners Gp, L.L.C. 0.07% Add +37.8% 2,580,571 $44.6M
Westwood Holdings Group Inc. 0.29% Add +14.3% 2,024,905 $35.0M
State Street Corp. 0.00% Add +2.3% 1,798,302 $31.1M
Ameriprise Financial Inc. 0.01% Add +1.1% 1,596,022 $27.6M
Goldman Sachs Group Inc. 0.00% Add +2.0% 1,535,678 $26.6M
Geode Capital Management, LLC 0.00% Add +0.3% 1,511,986 $26.2M
Walleye Capital LLC 0.15% Add +0.7% 1,465,873 $25.4M
Boston Partners 0.02% Add +82.5% 1,378,939 $23.9M
Raymond James Financial Inc. 0.01% Add +21.2% 1,360,941 $23.7M
Franklin Resources Inc. 0.01% Add +1.2% 1,315,333 $22.8M
Frontier Capital Management Co. LLC 0.22% New 1,220,833 $21.1M
Wasatch Advisors LP 0.12% Reduce -12.3% 1,162,539 $20.1M
Morgan Stanley 0.00% Add +142.8% 1,137,265 $19.7M
Basswood Capital Management, L.L.C. 0.83% Reduce -16.1% 1,084,985 $18.8M
Schroder Investment Management Group 0.01% Add +16.2% 993,612 $17.3M
Emerald Advisers, LLC 0.53% Add +23.0% 988,706 $17.1M
Royce & Associates LP 0.16% Reduce -19.8% 932,891 $16.1M
Bank of America Corp. 0.00% Add +0.6% 930,009 $16.1M
Nomura Asset Management International Inc. 0.02% — 912,730 $15.8M
GW&K Investment Management, LLC 0.12% Reduce -1.6% 797,494 $13.8M
Russell Investments Group, Ltd. 0.01% Add +3.7% 722,160 $12.5M
Rockefeller Capital Management L.P. 0.02% Reduce -2.7% 695,695 $12.0M
Grandeur Peak Global Advisors, LLC 1.53% Add +3.7% 658,770 $11.4M
Ceredex Value Advisors LLC 0.31% Add +42.9% 599,650 $10.4M
State of Wisconsin Investment Board 0.02% Add +7.0% 589,057 $10.2M
Dimensional Fund Advisors LP 0.00% Add +38.6% 585,128 $10.1M
First Eagle Investment Management, LLC 0.02% Add +24.8% 583,848 $10.1M
Charles Schwab Investment Management Inc. 0.00% Add +2.2% 541,419 $9.4M
Emerald Mutual Fund Advisers Trust 0.46% Add +9.4% 541,284 $9.4M
Loomis Sayles & Co. L P 0.01% Add +0.0% 514,935 $8.9M
Northern Trust Corp. 0.00% Reduce -3.8% 496,822 $8.6M
Aristotle Capital Boston, LLC 0.46% New 487,464 $8.4M
Silvercrest Asset Management Group LLC 0.05% No change 427,640 $7.4M
Ranger Investment Management, L.P. 0.44% Reduce -6.7% 369,170 $6.4M
UBS Group AG 0.00% Reduce -10.3% 291,094 $5.0M
Millennium Management 0.00% Add +1895.9% 279,025 $4.8M
Pier Capital, LLC 0.73% Reduce -44.2% 264,984 $4.6M
Sei Investments Co. 0.00% Add +220.4% 243,063 $4.2M
Bank of New York Mellon Corp 0.00% Add +2.6% 234,334 $4.1M
Ancora Advisors LLC 0.07% Reduce -0.1% 208,276 $3.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +152.4% 181,033 $3.1M
Citadel Advisors 0.00% Reduce -41.6% 175,998 $3.0M
Hotchkis & Wiley Capital Management LLC 0.01% Reduce -23.5% 165,640 $2.9M
First Trust Advisors LP 0.00% Reduce -35.3% 147,352 $2.5M
Envestnet Asset Management Inc. 0.00% Add +38.8% 146,143 $2.5M
Wells Fargo & Company 0.00% Add +48.4% 133,949 $2.3M
Invesco Ltd. 0.00% Add +13.8% 128,113 $2.2M
Swiss National Bank 0.00% Add +8.1% 126,300 $2.2M
Algert Global LLC 0.03% Reduce -27.5% 121,726 $2.1M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -37.9% 121,582 $2.1M
Teachers Retirement System of the State of Kentucky 0.01% Add +14.9% 97,010 $1.7M
Barclays PLC 0.00% Add +2.3% 96,903 $1.7M
Jane Street Group, LLC 0.00% New 82,626 $1.4M
Public Employees Retirement System of Ohio 0.00% Add +17.0% 76,264 $1.3M
Rhumbline Advisers 0.00% Reduce -12.6% 76,103 $1.3M
Voloridge Investment Management, LLC 0.00% Reduce -37.3% 76,033 $1.3M
Private Advisor Group, LLC 0.01% Add +0.4% 71,724 $1.2M
JPMorgan Chase & Co. 0.00% Reduce -71.4% 68,038 $1.2M
California State Teachers Retirement System 0.00% Add +5.5% 61,786 $1.1M
Neuberger Berman Group LLC 0.00% New 58,741 $1.0M
Kennedy Capital Management LLC 0.02% Add +1.2% 57,646 $997K
Wesbanco Bank Inc. 0.03% New 57,000 $986K
Legal & General Group Plc 0.00% Reduce -0.5% 53,921 $933K
Susquehanna International Group, LLP 0.00% Reduce -8.9% 51,466 $890K
Alliancebernstein L.P. 0.00% Reduce -2.8% 50,090 $867K
Deutsche Bank AG 0.00% Reduce -76.1% 45,260 $783K
AQR Capital Management 0.00% Add +11.0% 42,840 $741K
Creative Planning 0.00% Reduce -19.3% 41,917 $725K
Globeflex Capital L P 0.11% No change 40,307 $697K
MetLife Investment Management, LLC 0.00% No change 36,814 $637K
Amundi 0.00% New 36,308 $628K
T. Rowe Price Associates Inc. 0.00% Add +9.2% 36,300 $628K
Penn Capital Management Company, LLC 0.05% Reduce -95.0% 34,464 $596K
Federated Hermes, Inc. 0.00% New 32,700 $566K
Verition Fund Management LLC 0.00% Reduce -6.3% 32,500 $562K
D. E. Shaw & Co. 0.00% New 28,993 $502K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.1% 28,858 $499K
Manufacturers Life Insurance Company, The 0.00% Reduce -3.1% 28,287 $489K
Campbell & CO Investment Adviser LLC 0.02% New 27,952 $484K
Squarepoint Ops LLC 0.00% New 27,515 $476K
Quantinno Capital Management LP 0.00% Add +12.0% 24,224 $419K
Martingale Asset Management L P 0.01% Reduce -61.1% 23,000 $398K
Intech Investment Management LLC 0.00% No change 22,932 $397K
Janus Henderson Group PLC 0.00% No change 22,594 $391K
Kings Path Partners LLC 0.13% No change 22,060 $382K
Bleakley Financial Group, LLC 0.01% Add +1.2% 22,042 $381K
State of Alaska, Department of Revenue 0.00% Add +752.4% 21,497 $371K
Royal Bank of Canada 0.00% Reduce -74.5% 21,337 $369K
New York State Common Retirement Fund 0.00% Reduce -95.5% 21,055 $364K
Wescott Financial Advisory Group, LLC 0.03% Add +0.4% 20,340 $352K
LPL Financial LLC 0.00% Add +17.0% 18,931 $328K
SG Americas Securities, LLC 0.00% Add +104.3% 18,662 $323K
State of Wyoming 0.03% Reduce -11.4% 17,985 $311K
Arizona State Retirement System 0.00% Reduce -0.3% 17,766 $307K

"% 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 171 holders