Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,693,915
-$5,867,941 QoQ
Shares Held
1,860,521
-5.0% QoQ
Ownership
1.98%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#13
of 163 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $230,572,905 across 8 Capital Markets names. PWP ranks #5 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PIPR |
Piper Sandler Companies
|
1,237,090 | $89,491,090 | |
| 2 | GS |
Goldman Sachs Group Inc
|
39,333 | $39,780,216 | |
| 3 | EVR |
Evercore Inc.
|
104,279 | $35,605,021 | |
| 4 | MS |
Morgan Stanley
|
162,385 | $33,944,960 | |
| 5 | PWP |
Perella Weinberg Partners
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|
1,860,521 | $29,693,915 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
13,635 | $1,367,317 | |
| 7 | MRX |
Marex Group Ltd
|
5,693 | $346,988 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
25,800 | $343,398 |
All Filings in PWP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,693,915 | 1,860,521 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $35,561,856 | 1,958,252 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $35,030,856 | 2,024,905 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $37,752,688 | 1,770,764 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,019,098 | 1,442,796 | Shares | Defined | 2025-10-08 | |
| 2024-12-31 | $50,359,449 | 2,112,393 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $40,482,101 | 2,096,432 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $35,715,338 | 2,197,867 | Shares | Defined | 2024-08-13 | |
| 2023-03-31 | $16,523,152 | 1,815,731 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $18,129,431 | 1,849,942 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $12,060,112 | 1,905,231 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,025,871 | 1,548,177 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $41,258,548 | 4,365,984 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $50,117,156 | 3,897,135 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $39,089,487 | 2,950,150 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,482,488 | 1,048,405 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||