SCHRODER INVESTMENT MANAGEMENT GROUP
Position in PWP — Perella Weinberg Partners
CIK 1086619
London, X0
Position in PWP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,004,875
+$30,325 QoQ
Shares Held
1,128,125
+14.0% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 163 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $2,758,928,266 across 16 Capital Markets names. PWP ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,226,529 | $2,137,753,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
278,347 | $281,511,804 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,170,390 | $107,991,885 | |
| 4 | EVR |
Evercore Inc.
|
172,702 | $58,967,370 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
505,117 | $50,653,132 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
263,456 | $35,337,353 | |
| 7 | FUTU |
Futu Holdings Ltd
|
376,596 | $35,302,108 | |
| 8 | PWP |
Perella Weinberg Partners
This page
|
1,128,125 | $18,004,875 |
All Filings in PWP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,004,875 | 1,128,125 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $17,974,550 | 989,788 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,189,487 | 993,612 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,227,896 | 854,967 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $23,228,145 | 1,196,094 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,927,691 | 1,300,418 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $27,958,121 | 1,172,740 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $33,603,899 | 1,740,233 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $32,385,713 | 1,992,967 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $29,235,153 | 2,069,013 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $26,425,617 | 2,160,721 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $23,358,325 | 2,294,531 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,035,424 | 2,285,165 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $20,868,411 | 2,293,232 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $20,571,983 | 2,099,182 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,191,156 | 2,083,911 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,644,799 | 2,683,499 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $23,129,045 | 2,447,518 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $38,373,108 | 2,983,912 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,348,347 | 1,611,196 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,147,292 | 1,488,903 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||