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Perella Weinberg Partners (PWP) Institutional Ownership

Perella Weinberg Partners logo
$15.82 +0.06 (+0.38%)
Closing price 04:00 PM Eastern
Extended Trading
$15.82 +0.00 (+0.03%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Perella Weinberg Partners (NASDAQ:PWP)

Current
Institutional Ownership
Percentage
41.07%
Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$222.96M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$116.87M
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PWP Institutional Buying and Selling by Quarter

Perella Weinberg Partners Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Engineers Gate Manager LP17,100$273K0.0%N/A0.018%
9/9/2026IFP Advisors Inc21,354$341K0.0%+7,779.7%0.023%
9/8/2026Allworth Financial LP3,143$50K0.0%+328.8%0.003%
8/20/2026Grandeur Peak Global Advisors LLC89,096$1.42M0.3%-79.0%0.095%
8/19/2026Wellington Management Group LLP5,189,199$82.82M0.0%+32.2%5.518%
8/18/2026Public Employees Retirement System of Ohio76,264$1.22M0.0%N/A0.081%
8/13/2026Ranger Investment Management L.P.321,985$5.14M0.3%N/A0.342%
7/10/2026Wasatch Advisors LP366,781$5.85M0.0%-67.3%0.395%
5/19/2026Bank of America Corp DE1,316,482$23.91M0.0%+41.6%1.417%
5/19/2026Janus Henderson Group PLC36,494$663K0.0%+61.5%0.039%
5/18/2026Amundi13,605$247K0.0%-62.5%0.015%
5/18/2026California State Teachers Retirement System86,364$1.57M0.0%+39.8%0.093%
5/18/2026Royal Bank of Canada12,089$220K0.0%-43.3%0.013%
5/18/2026Ranger Investment Management L.P.367,855$6.68M0.5%-0.4%0.396%
5/16/2026Quantinno Capital Management LP32,791$595K0.0%+35.4%0.035%
5/14/2026Sei Investments Co.610,588$11.09M0.0%+151.2%0.657%
5/14/2026Walleye Capital LLC1,346,310$24.45M0.1%-8.2%1.449%
5/14/2026State of Wyoming2,355$43K0.0%-86.9%0.003%
5/8/2026PNC Financial Services Group Inc.6,852$124K0.0%+24.3%0.007%
5/7/2026Dimensional Fund Advisors LP852,987$15.49M0.0%+45.8%0.929%
5/7/2026Swiss National Bank131,900$2.40M0.0%+4.4%0.144%
5/5/2026Bank of New York Mellon Corp237,570$4.31M0.0%+1.4%0.259%
5/4/2026Emerald Mutual Fund Advisers Trust621,774$11.29M0.5%+14.9%0.677%
5/4/2026Emerald Advisers LLC1,019,869$18.52M0.6%+3.2%1.111%
5/4/2026Bleakley Financial Group LLC20,866$379K0.0%-5.3%0.023%
5/4/2026Teachers Retirement System of The State of Kentucky119,272$2.17M0.0%+22.9%0.130%
5/1/2026Fifth Third Bancorp27,616$502K0.0%+43,050.0%0.030%
4/21/2026Wasatch Advisors LP1,120,404$20.35M0.1%-3.6%1.221%
4/21/2026Wesbanco Bank Inc.84,000$1.53M0.0%+47.4%0.092%
4/20/2026Ritholtz Wealth Management13,710$249K0.0%N/A0.015%
3/17/2026Rockefeller Capital Management L.P.695,695$12.04M0.0%-2.7%0.783%
2/26/2026Alpine Global Management LLC10,447$181K0.0%N/A0.012%
2/19/2026Invesco Ltd.128,113$2.22M0.0%+13.8%0.144%
2/18/2026Voloridge Investment Management LLC76,033$1.32M0.0%-37.3%0.086%
2/18/2026Wellington Management Group LLP3,757,859$65.01M0.0%-9.9%4.231%
2/18/2026Millennium Management LLC279,025$4.83M0.0%+1,895.9%0.314%
2/18/2026Man Group plc10,069$174K0.0%-82.4%0.011%
2/18/2026Engineers Gate Manager LP16,100$279K0.0%-34.9%0.018%
2/18/2026Aristotle Capital Boston LLC487,464$8.43M0.5%N/A0.549%
2/17/2026AQR Capital Management LLC42,840$741K0.0%+11.0%0.048%
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2/17/2026Amundi36,308$628K0.0%N/A0.041%
2/17/2026Price T Rowe Associates Inc. MD36,300$628K0.0%+9.2%0.041%
2/17/2026Adage Capital Partners GP L.L.C.2,580,571$44.64M0.1%+37.8%2.906%
2/17/2026Public Employees Retirement System of Ohio76,264$1.32M0.0%+17.0%0.086%
2/17/2026California State Teachers Retirement System61,786$1.07M0.0%+5.5%0.070%
2/17/2026Russell Investments Group Ltd.722,160$12.49M0.0%+3.7%0.813%
2/17/2026Kemnay Advisory Services Inc.4,995$86K0.0%N/A0.006%
2/17/2026State of Wisconsin Investment Board589,057$10.19M0.0%+7.0%0.663%
2/17/2026Captrust Financial Advisors11,114$192K0.0%+13.6%0.013%
2/17/2026Royal Bank of Canada21,337$369K0.0%-74.5%0.024%
2/16/2026Squarepoint Ops LLC27,515$476K0.0%N/A0.031%
2/16/2026Verition Fund Management LLC32,500$562K0.0%-6.3%0.037%
2/16/2026Kennedy Capital Management LLC57,646$997K0.0%+1.2%0.065%
2/16/2026Barclays PLC96,903$1.68M0.0%+2.3%0.109%
2/16/2026Basswood Capital Management L.L.C.1,084,985$18.77M0.8%-16.1%1.222%
2/13/2026The Manufacturers Life Insurance Company 28,287$489K0.0%-3.1%0.032%
2/13/2026Walleye Capital LLC1,465,873$25.36M0.1%+0.7%1.651%
2/13/2026Bridgefront Capital LLC11,285$195K0.0%N/A0.013%
2/13/2026Schroder Investment Management Group993,612$17.33M0.0%+16.2%1.119%
2/13/2026Jacobs Levy Equity Management Inc.121,582$2.10M0.0%-37.9%0.137%
2/13/2026First Trust Advisors LP147,352$2.55M0.0%-35.3%0.166%
2/13/2026Charles Schwab Investment Management Inc.541,419$9.37M0.0%+2.2%0.610%
2/13/2026State Street Corp1,798,302$31.11M0.0%+2.2%2.025%
2/13/2026Boston Partners1,378,939$23.86M0.0%+82.5%1.553%
2/13/2026Martingale Asset Management L P23,000$398K0.0%-61.1%0.026%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC181,033$3.13M0.0%+152.5%0.204%
2/13/2026Wells Fargo & Company MN133,949$2.32M0.0%+48.4%0.151%
2/12/2026Wasatch Advisors LP1,162,539$20.11M0.1%-12.3%1.309%
2/12/2026Jane Street Group LLC82,626$1.43M0.0%-300.1%0.093%
2/12/2026Dimensional Fund Advisors LP585,128$10.12M0.0%+38.6%0.659%
2/12/2026Federated Hermes Inc.32,700$566K0.0%N/A0.037%
2/12/2026New York State Common Retirement Fund21,055$364K0.0%-95.5%0.024%
2/12/2026Campbell & CO Investment Adviser LLC27,952$484K0.0%N/A0.031%
2/12/2026Swiss National Bank126,300$2.19M0.0%+8.1%0.142%
2/12/2026Nuveen LLC2,861,405$49.50M0.0%+29.2%3.222%
2/11/2026Deutsche Bank AG45,260$783K0.0%-76.1%0.051%
2/11/2026GW&K Investment Management LLC797,494$13.80M0.1%-1.6%0.898%
2/11/2026LPL Financial LLC18,931$328K0.0%+17.0%0.021%
2/11/2026Franklin Resources Inc.1,315,333$22.76M0.0%+1.2%1.481%
2/11/2026Los Angeles Capital Management LLC2,378$45K0.0%N/A0.003%
2/11/2026State of Wyoming17,985$311K0.0%-11.5%0.020%
2/10/2026Goldman Sachs Group Inc.1,535,678$26.57M0.0%+2.0%1.729%
2/9/2026Geode Capital Management LLC1,511,986$26.16M0.0%+0.3%1.702%
2/9/2026Penn Capital Management Company LLC34,464$596K0.0%-95.0%0.039%
2/9/2026Royce & Associates LP932,891$16.14M0.2%-19.8%1.050%
2/9/2026William Blair Investment Management LLC3,946,163$68.27M0.2%+10.6%4.443%
2/6/2026PNC Financial Services Group Inc.5,514$95K0.0%-15.0%0.006%
2/6/2026ProShare Advisors LLC11,366$197K0.0%+6.9%0.013%
2/4/2026First Eagle Investment Management LLC583,848$10.10M0.0%+24.8%0.657%
2/3/2026Wesbanco Bank Inc.57,000$986K0.0%N/A0.064%
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2/3/2026Pier Capital LLC264,984$4.58M0.7%-44.2%0.298%
1/30/2026Torren Management LLC3,592$62K0.0%N/A0.004%
1/29/2026Comerica Bank16,554$286K0.0%+1,794.1%0.019%
1/29/2026Pictet Asset Management Holding SA10,804$187K0.0%N/A0.012%
1/29/2026UBS Group AG291,094$5.04M0.0%-10.3%0.328%
1/29/2026Teachers Retirement System of The State of Kentucky97,010$1.68M0.0%+14.9%0.109%
1/29/2026Vanguard Group Inc.3,722,756$64.40M0.0%+6.9%4.192%
1/28/2026Universal Beteiligungs und Servicegesellschaft mbH15,140$262K0.0%-66.0%0.017%
1/27/2026Zurcher Kantonalbank Zurich Cantonalbank15,775$273K0.0%-23.0%0.018%
1/23/2026State of Alaska Department of Revenue21,497$371K0.0%+752.4%0.024%


PWP Institutional Ownership - Frequently Asked Questions

During the previous two years, 179 institutional investors and hedge funds held shares of Perella Weinberg Partners. The most heavily invested institutionals were FMR LLC ($195.06M), Wellington Management Group LLP ($82.82M), William Blair Investment Management LLC ($68.27M), Vanguard Group Inc. ($64.40M), Nuveen LLC ($49.50M), Adage Capital Partners GP L.L.C. ($44.64M), and Channing Capital Management LLC ($39.43M).Learn more on Perella Weinberg Partners' institutional investors.

41.07% of Perella Weinberg Partners' stock is owned by institutional investors. Learn more on PWP's institutional investor holdings.

Of the 158 institutional investors that purchased Perella Weinberg Partners' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($4.05M), Adage Capital Partners GP L.L.C. ($3.04M), Westwood Holdings Group Inc. ($2.90M), William Blair Investment Management LLC ($2.64M), Channing Capital Management LLC ($2.14M), Raymond James Financial Inc. ($1.90M), and Walleye Capital LLC ($1.38M).

Institutional investors have bought a total of 11,934,882 shares in the last 24 months. This purchase volume represents approximately $222.96M in transactions.

Of the 56 institutional investors that sold Perella Weinberg Partners' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wasatch Advisors LP ($959.38K), Penn Capital Management Company LLC ($655.85K), Wellington Management Group LLP ($594.89K), New York State Common Retirement Fund ($444.61K), Algert Global LLC ($373.37K), Schroder Investment Management Group ($341.13K), and Grandeur Peak Global Advisors LLC ($334.41K).

Institutional investors have sold a total of 6,338,629 shares in the last 24 months. This volume of shares sold represents approximately $116.87M in transactions.


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Institutional ownership data for NASDAQ:PWP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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