Perella Weinberg Partners (PWP) Institutional Ownership

$19.06

+0.88 (+4.84%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 41.07%
Number of Institutional Buyers (last 12 months): 41
Total Institutional Inflows (last 12 months): $64.67M

Number of Institutional Sellers (last 12 months): 19
Total Institutional Outflows (last 12 months): $45.59M

Get PWP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Perella Weinberg Partners stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

PWP Institutional Buying and Selling by Quarter

Ad Crypto Swap Profits

625,000% Gain

Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.

>> Dive into the Workshop Here

Perella Weinberg Partners Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	166,998	$2.71M	0.0%	+39.1%	0.177%
7/25/2024	Ceredex Value Advisors LLC	503,266	$8.18M	0.2%	-12.8%	0.534%
7/19/2024	Riverwater Partners LLC	29,635	$482K	0.4%	-10.6%	0.031%
7/9/2024	Harbor Capital Advisors Inc.	28,805	$468K	0.0%	+270.2%	0.031%
5/28/2024	Boston Partners	534,968	$7.57M	0.0%	+247.7%	0.568%
5/16/2024	California State Teachers Retirement System	45,448	$642K	0.0%	+6.0%	0.048%
Get the Latest News and Ratings for PWP and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Perella Weinberg Partners and its competitors with MarketBeat's FREE daily newsletter.
5/16/2024	Ancora Advisors LLC	280,909	$3.97M	0.1%	-1.7%	0.298%
5/16/2024	Grandeur Peak Global Advisors LLC	521,712	$7.37M	0.6%	+3.1%	0.554%
5/16/2024	Interval Partners LP	92,637	$1.31M	0.0%	N/A	0.098%
5/16/2024	Jacobs Levy Equity Management Inc.	354,326	$5.01M	0.0%	+21.2%	0.376%
5/16/2024	Janus Henderson Group PLC	90,715	$1.28M	0.0%	+160.3%	0.096%
5/15/2024	Price T Rowe Associates Inc. MD	12,306	$174K	0.0%	+16.6%	0.013%
5/15/2024	Quadrature Capital Ltd	11,145	$157K	0.0%	-17.5%	0.012%
5/10/2024	Vanguard Group Inc.	2,491,989	$35.21M	0.0%	+6.7%	2.887%
5/9/2024	First Eagle Investment Management LLC	283,178	$4.00M	0.0%	+13.3%	0.328%
5/8/2024	Bleakley Financial Group LLC	22,502	$318K	0.0%	+21.2%	0.026%
5/8/2024	Russell Investments Group Ltd.	1,114,240	$15.74M	0.0%	+17.5%	1.291%
5/7/2024	Sei Investments Co.	83,735	$1.18M	0.0%	+9.4%	0.097%
5/7/2024	Swiss National Bank	90,400	$1.28M	0.0%	+13.4%	0.105%
4/30/2024	Allspring Global Investments Holdings LLC	15,212	$215K	0.0%	+27.0%	0.018%
4/24/2024	Simplicity Wealth LLC	22,483	$318K	0.0%	N/A	0.026%
4/18/2024	Wasatch Advisors LP	1,442,576	$20.38M	0.1%	+113.0%	1.671%
4/18/2024	Allspring Global Investments Holdings LLC	15,212	$215K	0.0%	+27.0%	0.018%
3/25/2024	Quadrature Capital Ltd	13,504	$165K	0.0%	N/A	0.016%
3/5/2024	Wellington Management Group LLP	732,316	$8.79M	0.0%	-65.4%	0.848%
2/14/2024	Hotchkis & Wiley Capital Management LLC	2,032,470	$24.86M	0.1%	-1.1%	2.359%
2/14/2024	Wasatch Advisors LP	677,115	$8.28M	0.0%	N/A	0.786%
2/14/2024	Azora Capital LP	426,963	$5.22M	0.4%	+55.4%	0.496%
2/14/2024	Basswood Capital Management L.L.C.	841,307	$10.29M	0.7%	+18.4%	0.977%
2/14/2024	Schroder Investment Management Group	2,160,721	$26.43M	0.0%	-5.8%	2.508%
2/12/2024	Olympiad Research LP	15,932	$195K	0.2%	N/A	0.018%
2/9/2024	Quest Partners LLC	29,759	$364K	0.1%	N/A	0.035%
2/9/2024	Trexquant Investment LP	49,723	$608K	0.0%	N/A	0.058%
2/8/2024	First Eagle Investment Management LLC	249,878	$3.06M	0.0%	+34.1%	0.290%
2/7/2024	Boston Partners	153,877	$1.88M	0.0%	-55.4%	0.179%
2/6/2024	Private Advisor Group LLC	72,728	$889K	0.0%	+2.5%	0.084%
2/6/2024	Swiss National Bank	79,700	$975K	0.0%	-9.2%	0.093%
2/5/2024	Russell Investments Group Ltd.	948,072	$11.60M	0.0%	-37.7%	1.100%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	10,681	$131K	0.0%	+21.0%	0.012%
1/29/2024	Simplicity Solutions LLC	18,572	$227K	0.0%	+15.1%	0.022%
625,000% Gain (Ad) Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz. >> Dive into the Workshop Here
1/25/2024	Allspring Global Investments Holdings LLC	11,975	$146K	0.0%	-44.4%	0.014%
1/25/2024	Bleakley Financial Group LLC	18,572	$227K	0.0%	+15.1%	0.022%
1/25/2024	Ceredex Value Advisors LLC	774,407	$9.47M	0.2%	-3.8%	0.899%
1/24/2024	Allworth Financial LP	3,600	$44K	0.0%	N/A	0.004%
1/12/2024	SG Americas Securities LLC	11,189	$137K	0.0%	N/A	0.013%
1/8/2024	Harbor Capital Advisors Inc.	22,268	$272K	0.1%	+12.5%	0.026%
12/18/2023	Vanguard Group Inc.	2,280,188	$23.21M	0.0%	-2.1%	2.647%
12/1/2023	Wellington Management Group LLP	2,113,638	$21.38M	0.0%	-24.9%	2.453%
11/15/2023	Schroder Investment Management Group	2,294,531	$23.36M	0.0%	+0.4%	2.686%
11/15/2023	Adage Capital Partners GP L.L.C.	2,818,614	$28.69M	0.1%	+2.2%	3.300%
11/14/2023	Schonfeld Strategic Advisors LLC	277,125	$2.82M	0.0%	-65.4%	0.324%
11/14/2023	Ancora Advisors LLC	286,858	$2.92M	0.1%	-1.9%	0.336%
11/13/2023	Algert Global LLC	86,545	$881K	0.0%	-53.6%	0.101%
11/13/2023	Brandywine Global Investment Management LLC	100,294	$1.02M	0.0%	-1.6%	0.117%
11/13/2023	FMR LLC	5,780,259	$58.84M	0.0%	+3.8%	6.768%
11/8/2023	First Eagle Investment Management LLC	186,303	$1.90M	0.0%	N/A	0.218%
11/8/2023	SMH Capital Advisors Inc.	23,796	$242K	0.6%	-4.2%	0.028%
11/8/2023	Boston Partners	345,337	$3.52M	0.0%	+14.0%	0.404%
11/7/2023	Quantbot Technologies LP	6,088	$62K	0.0%	N/A	0.007%
11/7/2023	Barclays PLC	61,411	$625K	0.0%	+17.6%	0.072%
11/2/2023	Principal Financial Group Inc.	19,034	$194K	0.0%	+31.9%	0.022%
10/27/2023	Allspring Global Investments Holdings LLC	21,527	$219K	0.0%	-38.5%	0.025%
10/26/2023	Strs Ohio	22,800	$232K	0.0%	-54.3%	0.027%
10/24/2023	Bank of New York Mellon Corp	172,235	$1.75M	0.0%	+1.8%	0.202%
10/24/2023	Ceredex Value Advisors LLC	804,900	$8.19M	0.1%	-7.7%	0.942%
10/20/2023	Harbor Capital Advisors Inc.	19,794	$202K	0.0%	-19.9%	0.023%
10/19/2023	Simplicity Solutions LLC	16,136	$164K	0.0%	+38.4%	0.019%
10/18/2023	Riverwater Partners LLC	32,860	$335K	0.3%	+142.8%	0.038%
8/11/2023	Hotchkis & Wiley Capital Management LLC	1,932,340	$16.10M	0.1%	+40.3%	2.256%
8/11/2023	Schroder Investment Management Group	2,285,165	$19.04M	0.0%	-0.4%	2.668%
8/10/2023	Boston Partners	302,937	$2.53M	0.0%	+487.3%	0.354%
8/10/2023	Russell Investments Group Ltd.	1,506,833	$12.55M	0.0%	+194.0%	1.760%
8/8/2023	Prospera Financial Services Inc	497,150	$4.14M	0.2%	+5.6%	0.581%
8/7/2023	Principal Financial Group Inc.	14,427	$120K	0.0%	N/A	0.017%
8/7/2023	Royce & Associates LP	377,950	$3.15M	0.0%	N/A	0.441%
8/4/2023	American International Group Inc.	20,522	$171K	0.0%	+15.1%	0.024%
7/31/2023	Strs Ohio	49,900	$415K	0.0%	-17.7%	0.058%
7/27/2023	New York State Teachers Retirement System	3,287	$27K	0.0%	N/A	0.004%
7/26/2023	Simplicity Solutions LLC	11,662	$97K	0.0%	-46.5%	0.014%
7/25/2023	Ceredex Value Advisors LLC	872,100	$7.27M	0.1%	+3.9%	1.018%
7/24/2023	Allspring Global Investments Holdings LLC	35,020	$292K	0.0%	+184.6%	0.041%
7/18/2023	Riverwater Partners LLC	13,534	$113K	0.1%	N/A	0.016%
7/18/2023	Allspring Global Investments Holdings LLC	35,020	$292K	0.0%	+184.6%	0.041%
7/11/2023	Harbor Capital Advisors Inc.	24,718	$206K	0.0%	N/A	0.029%
5/25/2023	Brandywine Global Investment Management LLC	101,890	$927K	0.0%	+74.0%	0.119%
5/16/2023	Basswood Capital Management L.L.C.	842,033	$7.66M	0.5%	N/A	0.965%
5/12/2023	Brandywine Global Investment Management LLC	101,890	$927K	0.0%	+74.0%	0.117%
5/12/2023	Martingale Asset Management L P	38,024	$346K	0.0%	-52.6%	0.044%
5/11/2023	FMR LLC	5,476,309	$49.83M	0.0%	+2.2%	6.273%
5/10/2023	Private Advisor Group LLC	70,965	$646K	0.0%	N/A	0.081%
“Generational Bull Run” Incoming (Ad) LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event. You can find out what they are by clicking here now.
5/9/2023	Boston Partners	51,584	$469K	0.0%	-84.6%	0.059%
5/9/2023	Russell Investments Group Ltd.	512,484	$4.66M	0.0%	-2.8%	0.587%
5/5/2023	Versor Investments LP	14,400	$131K	0.0%	N/A	0.016%
5/4/2023	Barclays PLC	38,226	$348K	0.0%	+21.1%	0.044%
4/28/2023	SG Americas Securities LLC	15,544	$141K	0.0%	N/A	0.018%
4/27/2023	Simplicity Solutions LLC	21,780	$198K	0.0%	+72.3%	0.025%
4/27/2023	Strs Ohio	60,600	$551K	0.0%	N/A	0.069%
4/26/2023	Ceredex Value Advisors LLC	839,100	$7.64M	0.1%	N/A	0.961%
4/25/2023	Parallel Advisors LLC	2,804	$26K	0.0%	N/A	0.003%
4/13/2023	Allspring Global Investments Holdings LLC	12,305	$112K	0.0%	+87.8%	0.014%

(Data available from 1/1/2016 forward)

PWP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWP shares?: During the previous two years, 70 institutional investors and hedge funds held shares of Perella Weinberg Partners. The most heavily invested institutionals were FMR LLC ($58.84M), Vanguard Group Inc. ($35.21M), Adage Capital Partners GP L.L.C. ($28.69M), Schroder Investment Management Group ($26.43M), Hotchkis & Wiley Capital Management LLC ($24.86M), Wasatch Advisors LP ($20.38M), and Russell Investments Group Ltd. ($15.74M).Learn more on PWP's institutional investors.
What percentage of Perella Weinberg Partners stock is owned by institutional investors?: 41.07% of Perella Weinberg Partners stock is owned by institutional investors. Learn more on PWP's institutional investor holdings.
Which institutional investors have been buying Perella Weinberg Partners stock?: Of the 58 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: Russell Investments Group Ltd. ($1.69M), Wasatch Advisors LP ($1.44M), Basswood Capital Management L.L.C. ($972.72K), Ceredex Value Advisors LLC ($872.10K), Boston Partners ($674.84K), Hotchkis & Wiley Capital Management LLC ($555.26K), and Azora Capital LP ($530.55K).

How much institutional buying is happening at Perella Weinberg Partners?: Institutional investors have bought a total of 10,482,220 shares in the last 24 months. This purchase volume represents approximately $102.19M in transactions.
Which Perella Weinberg Partners major shareholders have been selling company stock?: Of the 35 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: Wellington Management Group LLP ($2.08M), Basswood Capital Management L.L.C. ($1.93M), Russell Investments Group Ltd. ($589.05K), Schonfeld Strategic Advisors LLC ($522.82K), Verition Fund Management LLC ($481.90K), Boston Partners ($478.90K), and Nantahala Capital Management LLC ($265.47K).
How much institutional selling is happening at Perella Weinberg Partners?: Institutional investors have sold a total of 7,599,759 shares in the last 24 months. This volume of shares sold represents approximately $70.05M in transactions.