Perella Weinberg PartnersPWP

13F holders, Q1 2026 (March 31)
164holders −7
21new positions
30sold out
2famous investors
$18.14avg. 13F price*

At the end of Q1 2026, 164 institutions reported holding Perella Weinberg Partners (PWP) in their 13F filings, down 7 from Q4 2025. 21 opened new positions and 30 sold out. The largest holders were FMR LLC ($182.4M), BlackRock, Inc. ($86.7M) and William Blair Investment Management, LLC ($74.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions21$62.0M
Exits30$18.2M

All 13F filers, Q4 2025 → Q1 2026: 9,333,626 shares bought and 3,462,795 shares sold, net +5,870,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 164 holders

FMR LLC 0.01% Add +2.5% 10,044,082 $182.4M
BlackRock, Inc. 0.00% Add +0.6% 4,775,776 $86.7M
William Blair Investment Management, LLC 0.24% Add +3.3% 4,076,313 $74.0M
Wellington Management Group LLP 0.01% Add +4.5% 3,925,854 $71.3M
Nuveen, LLC 0.01% Add +4.0% 2,975,457 $54.0M
Vanguard Capital Management LLC 0.00% — 2,761,518 $50.1M
Adage Capital Partners Gp, L.L.C. 0.07% Add +1.2% 2,611,858 $47.4M
Capital World Investors 0.01% New 2,602,595 $47.3M
Boston Partners 0.04% Add +43.9% 1,983,844 $36.0M
Ameriprise Financial Inc. 0.01% Add +23.3% 1,967,170 $35.7M
Westwood Holdings Group Inc. 0.26% Reduce -3.3% 1,958,252 $35.6M
Frontier Capital Management Co. LLC 0.35% Add +53.0% 1,867,595 $33.9M
Goldman Sachs Group Inc. 0.00% Add +19.9% 1,841,280 $33.4M
State Street Corp. 0.00% Reduce -1.3% 1,774,568 $32.2M
Geode Capital Management, LLC 0.00% Add +6.7% 1,613,673 $29.3M
Walleye Capital LLC 0.16% Reduce -8.2% 1,346,310 $24.4M
Franklin Resources Inc. 0.01% Add +2.3% 1,345,374 $24.4M
Bank of America Corp. 0.00% Add +41.6% 1,316,482 $23.9M
Raymond James Financial Inc. 0.01% Reduce -3.7% 1,310,163 $22.9M
Nomura Asset Management International Inc. 0.04% Add +36.9% 1,249,136 $22.7M
Aristotle Capital Boston, LLC 1.39% Add +153.0% 1,233,458 $22.4M
Wasatch Advisors LP 0.14% Reduce -3.6% 1,120,404 $20.3M
GW&K Investment Management, LLC 0.17% Add +32.2% 1,054,005 $19.1M
Emerald Advisers, LLC 0.59% Add +3.1% 1,019,869 $18.5M
Royce & Associates LP 0.17% Add +4.2% 971,991 $17.7M
Schroder Investment Management Group 0.01% Reduce -0.4% 989,788 $17.3M
Dimensional Fund Advisors LP 0.00% Add +45.8% 852,987 $15.5M
Russell Investments Group, Ltd. 0.02% Add +15.3% 832,362 $15.1M
Basswood Capital Management, L.L.C. 0.73% Reduce -27.3% 788,737 $14.3M
Rockefeller Capital Management L.P. 0.02% Reduce -1.1% 688,299 $12.5M
Emerald Mutual Fund Advisers Trust 0.55% Add +14.9% 621,774 $11.3M
First Eagle Investment Management, LLC 0.02% Add +5.3% 615,057 $11.2M
Sei Investments Co. 0.01% Add +151.2% 610,588 $11.1M
Ceredex Value Advisors LLC 0.33% Reduce -3.1% 580,900 $10.5M
Charles Schwab Investment Management Inc. 0.00% Add +2.2% 553,135 $10.0M
Northern Trust Corp. 0.00% Add +7.8% 535,802 $9.7M
Vanguard Portfolio Management LLC 0.00% — 498,888 $9.1M
Loomis Sayles & Co. L P 0.01% Reduce -7.5% 476,589 $8.7M
Silvercrest Asset Management Group LLC 0.06% Add +8.4% 463,433 $8.4M
Vanguard Fiduciary Trust Co. 0.00% — 460,284 $8.4M
State of Wisconsin Investment Board 0.02% Reduce -24.3% 445,695 $8.1M
Grandeur Peak Global Advisors, LLC 1.80% Reduce -35.7% 423,510 $7.7M
Morgan Stanley 0.00% Reduce -67.5% 369,589 $6.7M
Ranger Investment Management, L.P. 0.48% Reduce -0.4% 367,855 $6.7M
Marshall Wace, LLP 0.01% New 316,929 $5.8M
Pier Capital, LLC 0.78% Reduce -1.8% 260,184 $4.7M
Bank of New York Mellon Corp 0.00% Add +1.4% 237,570 $4.3M
UBS Group AG 0.00% Reduce -21.6% 228,288 $4.1M
Ancora Advisors LLC 0.08% No change 208,276 $3.8M
AQR Capital Management 0.00% Add +260.6% 154,497 $2.8M
Envestnet Asset Management Inc. 0.00% Add +0.6% 147,039 $2.7M
J. Goldman & Co LP 0.12% New 145,619 $2.6M
Swiss National Bank 0.00% Add +4.4% 131,900 $2.4M
Jacobs Levy Equity Management, Inc. 0.01% No change 121,582 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% Add +22.9% 119,272 $2.2M
Wells Fargo & Company 0.00% Reduce -31.0% 92,396 $1.7M
Riverwater Partners LLC 0.55% New 90,241 $1.6M
Susquehanna International Group, LLP 0.00% Add +75.2% 90,142 $1.6M
Invesco Ltd. 0.00% Reduce -31.5% 87,813 $1.6M
California State Teachers Retirement System 0.00% Add +39.8% 86,364 $1.6M
Wesbanco Bank Inc. 0.04% Add +47.4% 84,000 $1.5M
Barclays PLC 0.00% Reduce -15.1% 82,313 $1.5M
Rhumbline Advisers 0.00% Add +3.3% 78,641 $1.4M
Public Employees Retirement System of Ohio 0.00% No change 76,264 $1.4M
Private Advisor Group, LLC 0.01% Add +0.4% 72,012 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -63.0% 67,021 $1.2M
Bull Street Advisors, LLC 0.57% New 63,278 $1.1M
Kennedy Capital Management LLC 0.02% Add +3.3% 59,566 $1.1M
Neuberger Berman Group LLC 0.00% Add +1.1% 59,376 $1.1M
Deutsche Bank AG 0.00% Add +25.6% 56,829 $1.0M
BNP Paribas Financial Markets 0.00% Add +299.5% 56,155 $1.0M
Natixis 0.00% New 53,900 $979K
Alliancebernstein L.P. 0.00% No change 50,090 $867K
Algert Global LLC 0.01% Reduce -62.2% 45,986 $835K
Citadel Advisors 0.00% Reduce -74.6% 44,691 $812K
T. Rowe Price Associates Inc. 0.00% Add +22.8% 44,570 $810K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 44,426 $807K
Creative Planning 0.00% Add +1.6% 42,580 $773K
Legal & General Group Plc 0.00% Reduce -22.9% 41,554 $755K
Globeflex Capital L P 0.11% No change 40,307 $732K
Penn Capital Management Company, LLC 0.06% Add +16.1% 40,012 $727K
MetLife Investment Management, LLC 0.00% Reduce -0.8% 36,504 $663K
Janus Henderson Group PLC 0.00% Add +61.5% 36,494 $663K
Vident Advisory, LLC 0.01% New 36,428 $662K
JPMorgan Chase & Co. 0.00% Reduce -45.0% 37,455 $655K
Quantinno Capital Management LP 0.00% Add +35.4% 32,791 $595K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.3% 30,670 $557K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.8% 28,076 $510K
Fifth Third Bancorp 0.00% Add +43050.0% 27,616 $502K
Vanguard Global Advisers, LLC 0.00% — 26,371 $479K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +47.2% 23,225 $422K
Voleon Capital Management LP 0.01% New 22,823 $414K
Dark Forest Capital Management LP 0.04% New 22,639 $411K
Kings Path Partners LLC 0.14% No change 22,060 $401K
LPL Financial LLC 0.00% Add +14.2% 21,623 $393K
State of Alaska, Department of Revenue 0.00% No change 21,497 $389K
New York State Common Retirement Fund 0.00% No change 21,055 $382K
Bleakley Financial Group, LLC 0.01% Reduce -5.3% 20,866 $379K
Wescott Financial Advisory Group, LLC 0.03% Add +0.4% 20,422 $371K
Mariner, LLC 0.00% Add +15.7% 18,778 $341K

"% 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 164 holders