Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,235,280
+$4,583,924 QoQ
Shares Held
1,393,188
+43.3% QoQ
Ownership
1.48%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#18
of 163 holders
Holding Since
Jun 2023
13 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, 2026ROYCE & ASSOCIATES LP holds $271,009,700 across 11 Capital Markets names. PWP ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRX |
Marex Group Ltd
|
1,111,339 | $67,736,112 | |
| 2 | EVR |
Evercore Inc.
|
139,266 | $47,550,983 | |
| 3 | LAZ |
Lazard, Inc.
|
968,112 | $40,602,617 | |
| 4 | MC |
Moelis & Co
|
424,508 | $27,771,313 | |
| 5 | PWP |
Perella Weinberg Partners
This page
|
1,393,188 | $22,235,280 | |
| 6 | SNEX |
StoneX Group Inc.
|
264,010 | $20,856,829 | |
| 7 | OPY |
Oppenheimer Holdings Inc
|
170,076 | $17,949,821 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
452,813 | $16,826,531 |
All Filings in PWP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,235,280 | 1,393,188 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,651,356 | 971,991 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,139,014 | 932,891 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $24,801,556 | 1,163,300 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,029,392 | 928,393 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,224,433 | 1,099,154 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $25,271,782 | 1,060,058 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,768,633 | 1,179,111 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $16,764,913 | 1,031,687 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,923,162 | 843,819 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,643,660 | 788,525 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,588,294 | 745,412 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,148,323 | 377,950 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||