Perella Weinberg PartnersPWP

13F holders, Q2 2026 (June 30)
163holders −1
24new positions
26sold out
4famous investors
$15.95avg. 13F price*

At the end of Q2 2026, 163 institutions reported holding Perella Weinberg Partners (PWP) in their 13F filings, down 1 from Q1 2026. 24 opened new positions and 26 sold out. The largest holders were FMR LLC ($158.0M), BlackRock, Inc. ($87.2M) and Wellington Management Group LLP ($82.8M). 4 famous investors held it, including Steve Cohen (0.0% of Point72 Asset 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions24$33.2M
Exits26$17.3M

All 13F filers, Q1 2026 → Q2 2026: 11,207,883 shares bought and 6,716,233 shares sold, net +4,491,650 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 163 holders

FMR LLC 0.01% Reduce -1.5% 9,897,191 $158.0M
BlackRock, Inc. 0.00% Add +14.4% 5,465,698 $87.2M
Wellington Management Group LLP 0.01% Add +32.2% 5,189,199 $82.8M
William Blair Investment Management, LLC 0.21% Add +7.7% 4,390,541 $70.1M
Nuveen, LLC 0.01% Add +21.0% 3,601,078 $57.5M
Adage Capital Partners Gp, L.L.C. 0.07% Add +26.8% 3,311,618 $52.9M
Vanguard Capital Management LLC 0.00% Add +9.8% 3,032,455 $48.4M
Capital World Investors 0.01% Add +2.8% 2,675,588 $42.7M
Nomura Asset Management International Inc. 0.06% Add +104.1% 2,549,221 $40.7M
Boston Partners 0.04% Add +28.2% 2,543,113 $40.6M
Ameriprise Financial Inc. 0.01% Add +15.3% 2,268,931 $36.2M
State Street Corp. 0.00% Add +14.9% 2,038,898 $32.5M
Westwood Holdings Group Inc. 0.23% Reduce -5.0% 1,860,521 $29.7M
Geode Capital Management, LLC 0.00% Add +13.2% 1,825,865 $29.1M
Goldman Sachs Group Inc. 0.00% Reduce -4.1% 1,765,887 $28.2M
Frontier Capital Management Co. LLC 0.24% Reduce -13.0% 1,624,195 $25.9M
Bank of America Corp. 0.00% Add +15.1% 1,515,078 $24.2M
Royce & Associates LP 0.18% Add +43.3% 1,393,188 $22.2M
Raymond James Financial Inc. 0.01% Reduce -0.6% 1,302,843 $20.8M
GW&K Investment Management, LLC 0.16% Add +22.5% 1,291,081 $20.6M
Aristotle Capital Boston, LLC 1.23% Reduce -6.6% 1,152,220 $18.4M
Schroder Investment Management Group 0.01% Add +14.0% 1,128,125 $17.4M
Dimensional Fund Advisors LP 0.00% Add +15.0% 981,178 $15.7M
Walleye Capital LLC 0.08% Reduce -28.6% 960,597 $15.3M
First Eagle Investment Management, LLC 0.02% Add +46.5% 901,189 $14.4M
Russell Investments Group, Ltd. 0.01% Reduce -0.2% 830,393 $13.3M
Basswood Capital Management, L.L.C. 0.54% No change 788,737 $12.6M
Point72 Asset Management 0.02% New 724,159 $11.6M
Rockefeller Capital Management L.P. 0.02% Reduce -3.4% 664,754 $10.6M
Balyasny Asset Management L.P. 0.02% New 654,989 $10.5M
Marshall Wace, LLP 0.01% Add +103.3% 644,227 $10.3M
Northern Trust Corp. 0.00% Add +11.9% 599,347 $9.6M
Vanguard Portfolio Management LLC 0.00% Add +19.2% 594,798 $9.5M
Charles Schwab Investment Management Inc. 0.00% Add +7.1% 592,558 $9.5M
Ceredex Value Advisors LLC 0.25% Reduce -2.4% 567,000 $9.0M
Vanguard Fiduciary Trust Co. 0.00% Add +10.6% 508,971 $8.1M
Sei Investments Co. 0.01% Reduce -21.2% 481,233 $7.7M
Loomis Sayles & Co. L P 0.01% Reduce -0.4% 474,830 $7.6M
Silvercrest Asset Management Group LLC 0.05% Reduce -4.7% 441,460 $7.0M
State of Wisconsin Investment Board 0.01% Reduce -9.1% 405,042 $6.5M
Wasatch Advisors LP 0.04% Reduce -67.3% 366,781 $5.9M
Ranger Investment Management, L.P. 0.33% Reduce -12.5% 321,985 $5.1M
Morgan Stanley 0.00% Reduce -13.6% 319,422 $5.1M
Bank of New York Mellon Corp 0.00% Add +13.4% 269,446 $4.3M
UBS Group AG 0.00% Reduce -13.6% 197,295 $3.1M
First Trust Advisors LP 0.00% New 154,943 $2.5M
Envestnet Asset Management Inc. 0.00% Add +0.7% 148,012 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Add +18.0% 140,697 $2.2M
Swiss National Bank 0.00% Add +2.0% 134,500 $2.1M
Wesbanco Bank Inc. 0.05% Add +47.6% 124,000 $2.0M
Freestone Grove Partners LP 0.01% New 118,061 $1.9M
Wells Fargo & Company 0.00% Add +25.3% 115,780 $1.8M
JPMorgan Chase & Co. 0.00% Add +217.3% 118,864 $1.8M
Voleon Capital Management LP 0.03% Add +311.7% 93,955 $1.5M
Alliancebernstein L.P. 0.00% Add +64.1% 82,190 $1.5M
Invesco Ltd. 0.00% Add +5.0% 92,196 $1.5M
Grandeur Peak Global Advisors, LLC 0.33% Reduce -79.0% 89,096 $1.4M
Rhumbline Advisers 0.00% Add +12.8% 88,681 $1.4M
Barclays PLC 0.00% Add +5.9% 87,165 $1.4M
California State Teachers Retirement System 0.00% Reduce -2.4% 84,304 $1.3M
Citigroup Inc. 0.00% Add +1288.7% 79,849 $1.3M
Atom Investors LP 0.11% New 76,787 $1.2M
Public Employees Retirement System of Ohio 0.00% No change 76,264 $1.2M
Cinctive Capital Management LP 0.05% New 75,324 $1.2M
Deutsche Bank AG 0.00% Add +31.5% 74,733 $1.2M
Private Advisor Group, LLC 0.01% Add +0.4% 72,315 $1.2M
Citadel Advisors 0.00% Add +50.2% 67,135 $1.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.6% 65,291 $1.0M
Legal & General Group Plc 0.00% Add +54.5% 64,200 $1.0M
Bull Street Advisors, LLC 0.46% No change 63,278 $1.0M
Kennedy Capital Management LLC 0.02% Reduce -1.7% 58,560 $935K
T. Rowe Price Associates Inc. 0.00% Add +29.5% 57,716 $922K
Neuberger Berman Group LLC 0.00% Reduce -3.9% 57,034 $910K
Riverwater Partners LLC 0.22% Reduce -48.5% 46,447 $741K
Algert Global LLC 0.01% Reduce -0.4% 45,790 $731K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 44,426 $709K
Fifth Third Bancorp 0.00% Add +58.3% 43,710 $698K
Quantinno Capital Management LP 0.00% Add +28.2% 42,044 $671K
MetLife Investment Management, LLC 0.00% Add +10.1% 40,187 $641K
Jupiter Topco LLC 0.00% — 36,494 $583K
Vident Advisory, LLC 0.00% Add +0.2% 36,490 $582K
Jain Global LLC 0.01% New 35,630 $569K
AQR Capital Management 0.00% Reduce -77.8% 34,295 $547K
Y-Intercept (Hong Kong) Ltd 0.01% New 34,113 $544K
Penn Capital Management Company, LLC 0.03% Reduce -19.1% 32,362 $516K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.5% 32,351 $516K
Manufacturers Life Insurance Company, The 0.00% Add +4.8% 29,409 $469K
Emerald Advisers, LLC 0.01% Reduce -97.3% 27,567 $440K
XTX Topco Ltd 0.01% New 27,108 $433K
Jump Financial, LLC 0.00% New 26,690 $426K
Vanguard Global Advisers, LLC 0.00% No change 26,371 $421K
New York State Common Retirement Fund 0.00% Add +17.1% 24,655 $393K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 23,225 $371K
Creative Planning 0.00% Reduce -45.5% 23,221 $371K
Allstate Corp. 0.00% New 22,298 $356K
Kings Path Partners LLC 0.09% No change 22,060 $352K
State of Alaska, Department of Revenue 0.00% No change 21,497 $342K
IFP Advisors, Inc 0.01% Add +7779.7% 21,354 $341K
Police & Firemen's Retirement System of New Jersey 0.00% Add +22.7% 20,721 $331K
Wescott Financial Advisory Group, LLC 0.03% Add +0.5% 20,513 $327K
Bleakley Financial Group, LLC 0.00% Reduce -2.9% 20,268 $323K
Commerce Bank 0.00% Add +27.2% 20,163 $322K
Arizona State Retirement System 0.00% Add +1.0% 18,495 $295K
PDT Partners, LLC 0.02% New 18,200 $290K
US Bancorp \de 0.00% Add +29.1% 17,935 $286K
Vanguard Investments Australia, Ltd. 0.00% Add +26.6% 17,846 $285K
Engineers Gate Manager LP 0.00% New 17,100 $273K
ExodusPoint Capital Management, LP 0.00% New 17,063 $272K
LPL Financial LLC 0.00% Reduce -23.7% 16,489 $263K
DRW Securities, LLC 0.01% New 14,968 $239K
Pathstone Holdings, LLC 0.00% New 14,933 $238K
Franklin Resources Inc. 0.00% Reduce -98.9% 14,717 $235K
Intech Investment Management LLC 0.00% Add +7.5% 14,399 $230K
KLP Kapitalforvaltning As 0.00% No change 14,200 $227K
Voya Investment Management LLC 0.00% Add +28.3% 13,788 $220K
Ritholtz Wealth Management 0.00% No change 13,710 $219K
BNP Paribas Financial Markets 0.00% Reduce -76.4% 13,276 $212K
Royal Bank of Canada 0.00% Add +8.7% 13,141 $210K
Millennium Management 0.00% New 13,157 $210K
Entropy Technologies, LP 0.01% New 12,996 $207K
Captrust Financial Advisors 0.00% Reduce -10.5% 12,283 $196K
State Board of Administration of Florida Retirement System 0.00% No change 12,190 $195K
Prudential Financial Inc. 0.00% Add +13.5% 11,380 $182K
Susquehanna International Group, LLP 0.00% Reduce -87.5% 11,315 $181K
Blueshift Asset Management, LLC 0.04% New 11,312 $181K
Atria Investments, Inc 0.00% New 10,988 $175K
Pictet Asset Management Holding SA 0.00% No change 10,804 $172K
PNC Financial Services Group, Inc. 0.00% Add +47.5% 10,107 $161K
Jones Financial Companies LLLP 0.00% Add +51.4% 7,177 $119K
Global Retirement Partners, LLC 0.00% — 7,036 $112K
Ameritas Investment Partners, Inc. 0.00% Add +22.7% 6,376 $102K
Emerald Mutual Fund Advisers Trust 0.00% Reduce -99.1% 5,763 $92K
Tower Research Capital LLC (TRC) 0.00% Add +112.0% 5,259 $84K
Allworth Financial LP 0.00% Add +328.8% 3,143 $50K
Assetmark, Inc. 0.00% Add +27.9% 2,496 $40K
Arax Advisory Partners 0.00% Add +151.3% 1,362 $22K
Nykredit A/S 0.00% — 1,128 $18K
Nisa Investment Advisors, LLC 0.00% No change 695 $11K
Parallel Advisors, LLC 0.00% Add +115.2% 568 $9K
Osaic Holdings, Inc. 0.00% Reduce -4.4% 545 $9K
GAMMA Investing LLC 0.00% Add +2.1% 436 $7K
Smartleaf Asset Management LLC 0.00% No change 443 $7K
Whittier Trust Co. of Nevada Inc. 0.00% No change 388 $6K
Sterling Capital Management LLC 0.00% Reduce -41.8% 247 $4K
Optiver Holding B.V. 0.00% Reduce -39.0% 238 $4K
Los Angeles Capital Management LLC 0.00% Reduce -98.1% 238 $4K
Zions Bancorporation, National Association 0.00% Add +118.9% 232 $4K
Farther Finance Advisors, LLC 0.00% Add +97.7% 168 $3K
Signaturefd, LLC 0.00% Add +25.6% 108 $2K
Huntington National Bank 0.00% No change 86 $1K
Rothschild Investment LLC 0.00% Reduce -35.5% 80 $1K
Bayban 0.00% No change 79 $1K
Wolff Wiese Magana LLC 0.00% No change 70 $1K
Caitong International Asset Management Co., Ltd 0.00% New 47 $750
EverSource Wealth Advisors, LLC 0.00% Reduce -89.6% 44 $702
Physician Wealth Advisors, Inc. 0.00% No change 28 $447
Clearstead Advisors, LLC 0.00% New 24 $384
JPL Wealth Management, LLC 0.00% No change 20 $320
Essential Partners LLC 0.00% Reduce -96.2% 20 $319
Larson Financial Group LLC 0.00% Reduce -33.3% 16 $255
Silver Grove Financial Group, Inc. 0.00% New 4 $64
Medallion Wealth Advisors, LLC 0.00% New 3 $48
Covestor Ltd 0.00% Add +233.3% 20 $0

"% of holder's portfolio" is PWP's weight in each manager's 13F, not the share of Perella Weinberg Partners the manager owns.