Institutional Ownership Perella Weinberg Partners (PWP)
This table provides information about the institutional ownership of Perella Weinberg Partners (PWP). We have compiled data on the 174 institutions that hold shares in the stock, with a total of 54.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,352,753
shares
|
$96.1 Million
0.02% of portfolio
|
Q2 2025
Added 44.63%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,870,887
shares
|
$85.4 Million
0.0% of portfolio
|
Q2 2024
Added 16.81%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
3,534,004
shares
|
$78 Million
0.0% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,136,484
shares
|
$69.2 Million
0.11% of portfolio
|
Q2 2025
Added 73.46%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
2,268,265
shares
|
$50.1 Million
0.13% of portfolio
|
Q2 2025
Added 70.05%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,681,260
shares
|
$37.1 Million
0.0% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,575,063
shares
|
$34.8 Million
0.01% of portfolio
|
Q2 2025
Added 79.59%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,490,650
shares
|
$32.9 Million
0.0% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
1,442,796
shares
|
$31.8 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,436,445
shares
|
$31.7 Million
0.0% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
1,372,866
shares
|
$30.3 Million
0.11% of portfolio
|
Q2 2025
Added 82.73%
|
|
|
Azora Capital LP
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,344,347
shares
|
$29.7 Million
1.26% of portfolio
|
Q2 2025
Reduced 26.21%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
1,321,569
shares
|
$29.2 Million
0.14% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,263,220
shares
|
$27.9 Million
1.15% of portfolio
|
Q2 2025
Added 58.95%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
1,196,094
shares
|
$26.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
1,157,653
shares
|
$25.5 Million
0.01% of portfolio
|
Q2 2025
Added 25.69%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
1,151,956
shares
|
$25.4 Million
0.03% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
928,393
shares
|
$20.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 15.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
918,340
shares
|
$20.3 Million
0.01% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
906,775
shares
|
$20 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
832,688
shares
|
$18.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
756,540
shares
|
$16.7 Million
0.09% of portfolio
|
Q3 2024
Added 32.12%
|
|
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
Aug 13, 2025 Q2 2025 |
644,355
shares
|
$14.2 Million
1.75% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
618,449
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
582,810
shares
|
$12.9 Million
1.13% of portfolio
|
Q2 2025
Added 10.44%
|