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
Police & Firemen's Retirement System of New Jersey 0.00% No change 16,889 $292K
Comerica Bank 0.00% Add +1794.0% 16,554 $286K
Compound Planning, Inc. 0.01% Add +0.0% 16,225 $281K
Mariner, LLC 0.00% Reduce -2.0% 16,224 $281K
Engineers Gate Manager LP 0.00% Reduce -34.9% 16,100 $279K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -23.0% 15,775 $273K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -66.0% 15,140 $262K
KLP Kapitalforvaltning As 0.00% No change 14,200 $246K
BNP Paribas Financial Markets 0.00% Reduce -64.0% 14,057 $243K
Oppenheimer Asset Management Inc. 0.00% Reduce -1.3% 13,535 $234K
US Bancorp \de 0.00% Add +9.3% 13,454 $233K
State Board of Administration of Florida Retirement System 0.00% No change 12,190 $211K
Commerce Bank 0.00% Reduce -1.0% 12,040 $208K
Mirabella Financial Services LLP 0.02% New 11,406 $197K
ProShare Advisors LLC 0.00% Add +6.9% 11,366 $197K
Bridgefront Capital, LLC 0.05% New 11,285 $195K
Captrust Financial Advisors 0.00% Add +13.6% 11,114 $192K
AlphaQuest LLC 0.01% Add +791.4% 11,009 $190K
Voya Investment Management LLC 0.00% Reduce -10.7% 10,966 $190K
Pictet Asset Management Holding SA 0.00% New 10,804 $187K
Citigroup Inc. 0.00% Reduce -36.8% 10,679 $185K
Alpine Global Management, LLC 0.04% New 10,447 $181K
Harbor Capital Advisors, Inc. 0.01% Add +10.9% 10,138 $175K
Man Group plc 0.00% Reduce -82.4% 10,069 $174K
Tower Research Capital LLC (TRC) 0.00% Add +18.8% 6,105 $106K
PNC Financial Services Group, Inc. 0.00% Reduce -15.0% 5,514 $95K
Ameritas Investment Partners, Inc. 0.00% No change 5,195 $90K
Kemnay Advisory Services Inc. 0.01% New 4,995 $86K
Cwm, LLC 0.00% Add +3.5% 4,554 $79K
Torren Management, LLC 0.03% — 3,592 $62K
Los Angeles Capital Management LLC 0.00% New 2,378 $45K
Amalgamated Bank 0.00% Add +9.1% 1,954 $34K
Assetmark, Inc. 0.00% No change 1,441 $25K
Quadrant Capital Group LLC 0.00% Add +24.4% 1,404 $24K
Versant Capital Management, Inc 0.00% Add +1.0% 1,217 $21K
Nisa Investment Advisors, LLC 0.00% No change 695 $12K
Arax Advisory Partners 0.00% Reduce -19.4% 675 $12K
Osaic Holdings, Inc. 0.00% Reduce -7.4% 590 $10K
Optiver Holding B.V. 0.00% Add +1.2% 494 $9K
First Horizon Corp. 0.00% Add +57.7% 470 $8K
Smartleaf Asset Management LLC 0.00% Add +24.4% 443 $8K
EverSource Wealth Advisors, LLC 0.00% Reduce -41.6% 431 $7K
Whittier Trust Co. of Nevada Inc. 0.00% No change 388 $7K
Sterling Capital Management LLC 0.00% Add +173.5% 413 $7K
Bell Investment Advisors, Inc 0.00% New 370 $6K
GAMMA Investing LLC 0.00% Reduce -4.6% 353 $6K
Larson Financial Group LLC 0.00% Add +759.5% 318 $6K
Signaturefd, LLC 0.00% Add +8.1% 226 $4K
Parallel Advisors, LLC 0.00% Reduce -2.1% 182 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 145 $3K
Pinnacle Wealth Planning Services, Inc. 0.00% New 128 $2K
Zions Bancorporation, National Association 0.00% New 86 $1K
Johnson Financial Group, Inc. 0.00% No change 81 $1K
Quarry LP 0.00% Reduce -30.4% 71 $1K
Wolff Wiese Magana LLC 0.00% No change 70 $1K
Global Retirement Partners, LLC 0.00% Add +44.7% 68 $1K
Fifth Third Bancorp 0.00% Reduce -11.1% 64 $1K
Farther Finance Advisors, LLC 0.00% Add +60.5% 61 $1K
Brown Brothers Harriman & Co. 0.00% New 60 $1K
Essential Partners LLC 0.00% Add +2700.0% 56 $969
Rothschild Investment LLC 0.00% Reduce -62.0% 38 $657
True Wealth Design, LLC 0.00% No change 37 $641
Physician Wealth Advisors, Inc. 0.00% New 28 $485
Allworth Financial LP 0.00% Add +52.9% 26 $450
IFP Advisors, Inc 0.00% No change 21 $363
MAI Capital Management 0.00% New 20 $346
Sunbelt Securities, Inc. 0.00% New 10 $173
MassMutual Private Wealth & Trust, FSB 0.00% No change 6 $104
Bessemer Group Inc. 0.00% No change 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.