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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
182
shares
|
$4,016
0.0% of portfolio
|
Q2 2025
Added 65.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
155
shares
|
$3,420
0.0% of portfolio
|
Q2 2025
Added 675.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
147
shares
|
$3,244
0.0% of portfolio
|
Q2 2025
Added 172.22%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
114
shares
|
$2,515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
110
shares
|
$2,427
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
94
shares
|
$2,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
82
shares
|
$1,809
0.0% of portfolio
|
Q2 2025
Added 148.48%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
82
shares
|
$1,809
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
70
shares
|
$1,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
64
shares
|
$1,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
55
shares
|
$1,213
0.0% of portfolio
|
Q2 2025
Reduced 77.46%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
42
shares
|
$926
0.0% of portfolio
|
Q2 2025
Reduced 35.71%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
37
shares
|
$816
0.0% of portfolio
|
Q2 2025
Added 131.25%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
32
shares
|
$706
0.0% of portfolio
|
Q2 2025
Reduced 79.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
32
shares
|
$706
0.0% of portfolio
|
Q2 2025
Reduced 94.39%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
31
shares
|
$684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
28
shares
|
$617
0.0% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
20
shares
|
$441
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
12
shares
|
$264
0.0% of portfolio
|
Q2 2025
Reduced 91.49%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
6
shares
|
$132
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
6
shares
|
$132
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2
shares
|
$44
0.0% of portfolio
|
Q2 2025
Reduced 95.24%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|