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Perella Weinberg Partners (PWP) Institutional Ownership

Perella Weinberg Partners logo
$16.61 +0.64 (+4.01%)
As of 08/21/2026 04:00 PM Eastern
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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)
81
Total
Institutional Inflows
(last 12 months)
$223.47M
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
8/20/2026 Grandeur Peak Global Advisors LLC89,096$1.42M0.3%-79.0%0.095%
8/19/2026 Wellington Management Group LLP5,189,199$82.82M0.0%+32.2%5.518%
8/18/2026 Public Employees Retirement System of Ohio76,264$1.22M0.0%N/A0.081%
8/13/2026 Ranger Investment Management L.P.321,985$5.14M0.3%N/A0.342%
7/10/2026 Wasatch Advisors LP366,781$5.85M0.0%-67.3%0.395%
5/19/2026 Bank 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%
5/18/2026 Amundi13,605$247K0.0%-62.5%0.015%
5/18/2026California State Teachers Retirement System86,364$1.57M0.0%+39.8%0.093%
5/18/2026 Royal Bank of Canada12,089$220K0.0%-43.3%0.013%
5/18/2026 Ranger Investment Management L.P.367,855$6.68M0.5%-0.4%0.396%
5/16/2026 Quantinno Capital Management LP32,791$595K0.0%+35.4%0.035%
5/14/2026 Sei Investments Co.610,588$11.09M0.0%+151.2%0.657%
5/14/2026 Walleye Capital LLC1,346,310$24.45M0.1%-8.2%1.449%
5/14/2026 State of Wyoming2,355$43K0.0%-86.9%0.003%
5/8/2026 PNC Financial Services Group Inc.6,852$124K0.0%+24.3%0.007%
5/7/2026 Dimensional Fund Advisors LP852,987$15.49M0.0%+45.8%0.929%
5/7/2026 Swiss National Bank131,900$2.40M0.0%+4.4%0.144%
5/5/2026 Bank of New York Mellon Corp237,570$4.31M0.0%+1.4%0.259%
5/4/2026 Emerald Mutual Fund Advisers Trust621,774$11.29M0.5%+14.9%0.677%
5/4/2026 Emerald Advisers LLC1,019,869$18.52M0.6%+3.2%1.111%
5/4/2026 Bleakley Financial Group LLC20,866$379K0.0%-5.3%0.023%
5/4/2026 Teachers Retirement System of The State of Kentucky119,272$2.17M0.0%+22.9%0.130%
5/1/2026 Fifth Third Bancorp27,616$502K0.0%+43,050.0%0.030%
4/21/2026 Wasatch Advisors LP1,120,404$20.35M0.1%-3.6%1.221%
4/21/2026 Wesbanco Bank Inc.84,000$1.53M0.0%+47.4%0.092%
4/20/2026 Ritholtz Wealth Management13,710$249K0.0%N/A0.015%
3/17/2026 Rockefeller Capital Management L.P.695,695$12.04M0.0%-2.7%0.783%
2/26/2026 Alpine Global Management LLC10,447$181K0.0%N/A0.012%
2/19/2026 Invesco Ltd.128,113$2.22M0.0%+13.8%0.144%
2/18/2026 Voloridge Investment Management LLC76,033$1.32M0.0%-37.3%0.086%
2/18/2026 Wellington Management Group LLP3,757,859$65.01M0.0%-9.9%4.231%
2/18/2026 Millennium Management LLC279,025$4.83M0.0%+1,895.9%0.314%
2/18/2026 Man Group plc10,069$174K0.0%-82.4%0.011%
2/18/2026 Engineers Gate Manager LP16,100$279K0.0%-34.9%0.018%
2/18/2026 Aristotle Capital Boston LLC487,464$8.43M0.5%N/A0.549%
2/17/2026 AQR Capital Management LLC42,840$741K0.0%+11.0%0.048%
2/17/2026 Amundi36,308$628K0.0%N/A0.041%
2/17/2026 Price T Rowe Associates Inc. MD36,300$628K0.0%+9.2%0.041%
2/17/2026 Adage Capital Partners GP L.L.C.2,580,571$44.64M0.1%+37.8%2.906%
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2/17/2026 Public 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%
2/17/2026 Russell Investments Group Ltd.722,160$12.49M0.0%+3.7%0.813%
2/17/2026 Kemnay Advisory Services Inc.4,995$86K0.0%N/A0.006%
2/17/2026 State of Wisconsin Investment Board589,057$10.19M0.0%+7.0%0.663%
2/17/2026 Captrust Financial Advisors11,114$192K0.0%+13.6%0.013%
2/17/2026 Royal Bank of Canada21,337$369K0.0%-74.5%0.024%
2/16/2026 Squarepoint Ops LLC27,515$476K0.0%N/A0.031%
2/16/2026 Verition Fund Management LLC32,500$562K0.0%-6.3%0.037%
2/16/2026 Kennedy Capital Management LLC57,646$997K0.0%+1.2%0.065%
2/16/2026 Barclays PLC96,903$1.68M0.0%+2.3%0.109%
2/16/2026 Basswood Capital Management L.L.C.1,084,985$18.77M0.8%-16.1%1.222%
2/13/2026 The Manufacturers Life Insurance Company 28,287$489K0.0%-3.1%0.032%
2/13/2026 Walleye Capital LLC1,465,873$25.36M0.1%+0.7%1.651%
2/13/2026 Bridgefront Capital LLC11,285$195K0.0%N/A0.013%
2/13/2026 Schroder Investment Management Group993,612$17.33M0.0%+16.2%1.119%
2/13/2026 Jacobs Levy Equity Management Inc.121,582$2.10M0.0%-37.9%0.137%
2/13/2026 First Trust Advisors LP147,352$2.55M0.0%-35.3%0.166%
2/13/2026 Charles Schwab Investment Management Inc.541,419$9.37M0.0%+2.2%0.610%
2/13/2026 State Street Corp1,798,302$31.11M0.0%+2.2%2.025%
2/13/2026 Boston Partners1,378,939$23.86M0.0%+82.5%1.553%
2/13/2026 Martingale Asset Management L P23,000$398K0.0%-61.1%0.026%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC181,033$3.13M0.0%+152.5%0.204%
2/13/2026 Wells Fargo & Company MN133,949$2.32M0.0%+48.4%0.151%
2/12/2026 Wasatch Advisors LP1,162,539$20.11M0.1%-12.3%1.309%
2/12/2026 Jane Street Group LLC82,626$1.43M0.0%-300.1%0.093%
2/12/2026 Dimensional Fund Advisors LP585,128$10.12M0.0%+38.6%0.659%
2/12/2026 Federated Hermes Inc.32,700$566K0.0%N/A0.037%
2/12/2026 New York State Common Retirement Fund21,055$364K0.0%-95.5%0.024%
2/12/2026 Campbell & CO Investment Adviser LLC27,952$484K0.0%N/A0.031%
2/12/2026 Swiss National Bank126,300$2.19M0.0%+8.1%0.142%
2/12/2026 Nuveen LLC2,861,405$49.50M0.0%+29.2%3.222%
2/11/2026 Deutsche Bank AG45,260$783K0.0%-76.1%0.051%
2/11/2026 GW&K Investment Management LLC797,494$13.80M0.1%-1.6%0.898%
2/11/2026 LPL Financial LLC18,931$328K0.0%+17.0%0.021%
2/11/2026 Franklin Resources Inc.1,315,333$22.76M0.0%+1.2%1.481%
2/11/2026 Los Angeles Capital Management LLC2,378$45K0.0%N/A0.003%
2/11/2026 State of Wyoming17,985$311K0.0%-11.5%0.020%
2/10/2026 Goldman Sachs Group Inc.1,535,678$26.57M0.0%+2.0%1.729%
2/9/2026 Geode Capital Management LLC1,511,986$26.16M0.0%+0.3%1.702%
2/9/2026 Penn Capital Management Company LLC34,464$596K0.0%-95.0%0.039%
2/9/2026 Royce & Associates LP932,891$16.14M0.2%-19.8%1.050%
2/9/2026 William Blair Investment Management LLC3,946,163$68.27M0.2%+10.6%4.443%
2/6/2026 PNC Financial Services Group Inc.5,514$95K0.0%-15.0%0.006%
2/6/2026 ProShare Advisors LLC11,366$197K0.0%+6.9%0.013%
2/4/2026 First Eagle Investment Management LLC583,848$10.10M0.0%+24.8%0.657%
2/3/2026 Wesbanco Bank Inc.57,000$986K0.0%N/A0.064%
2/3/2026 Pier Capital LLC264,984$4.58M0.7%-44.2%0.298%
1/30/2026 Torren Management LLC3,592$62K0.0%N/A0.004%
1/29/2026Comerica Bank16,554$286K0.0%+1,794.1%0.019%
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Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

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1/29/2026 Pictet Asset Management Holding SA10,804$187K0.0%N/A0.012%
1/29/2026 UBS Group AG291,094$5.04M0.0%-10.3%0.328%
1/29/2026 Teachers 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%
1/28/2026 Universal Beteiligungs und Servicegesellschaft mbH15,140$262K0.0%-66.0%0.017%
1/27/2026 Zurcher Kantonalbank Zurich Cantonalbank15,775$273K0.0%-23.0%0.018%
1/23/2026 State of Alaska Department of Revenue21,497$371K0.0%+752.4%0.024%
1/20/2026 Harbor Capital Advisors Inc.10,138$175K0.0%+10.9%0.011%
1/9/2026 SG Americas Securities LLC18,662$323K0.0%+104.3%0.021%
1/1/2026 JPMorgan Chase & Co.238,018$5.08M0.0%+628.2%0.268%


PWP Institutional Ownership - Frequently Asked Questions

During the previous two years, 178 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 155 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 11,954,078 shares in the last 24 months. This purchase volume represents approximately $223.47M 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.


Related Companies

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 8/20/2026. New 13F filings are added each quarter as they're published.
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