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PWP

Perella Weinberg Partners
$16.47 +0.34 (+2.11%) At close · Jul 2
Market Cap
$2.00B
Shares
92,934,473

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 162
Total Value: $1,343,087,558
Total Shares: 73,958,573
Showing 1–100 of 162 holdings by value · page 1 of 2

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 162 13F filers · Δ vs Dec 31, 2025
Top Holder
13.6%
Jun 2023 → Mar 2026 · range 13.6% – 18.1%
−0.7 pts
Top 5
34.9%
Jun 2023 → Mar 2026 · range 34.9% – 49.6%
−3.0 pts
Top 10
51.0%
Jun 2023 → Mar 2026 · range 51.0% – 72.0%
−2.7 pts
HHI
424
Jun 2023 → Mar 2026 · range 424 – 699
Broadly held−33

Quarterly Activity

vs Dec 31, 2025
New
26
Increased
73
Decreased
42
Sold Out
34
Unchanged
21
Holder count: -8
Institutional value: +13.3%
Shares held: +7.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mid Aristotle Capital Boston, LLC +745,994 1,233,458
Mid FRONTIER CAPITAL MANAGEMENT CO LLC +646,762 1,867,595
Large Boston Partners +604,905 1,983,844
Mega BANK OF AMERICA CORP /DE/ +386,473 1,316,482
Mega AMERIPRISE FINANCIAL INC +371,148 1,967,170

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega MORGAN STANLEY −767,676 369,589
Mid BASSWOOD CAPITAL MANAGEMENT, L.L.C. −296,248 788,737
Small Grandeur Peak Global Advisors, LLC −235,260 423,510
Large STATE OF WISCONSIN INVESTMENT BOARD −143,362 445,695
Mega CITADEL ADVISORS LLC −131,307 44,691

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 2,761,518 $50,149,166
Mega Capital World Investors 2,602,595 $47,263,125
Mega VANGUARD FIDUCIARY TRUST CO 460,284 $8,358,757
Large MARSHALL WACE, LLP 316,929 $5,755,430
Mid J. Goldman & Co LP 145,619 $2,644,441

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 3,722,756 $64,403,676
Mega MILLENNIUM MANAGEMENT LLC 279,025 $4,827,132
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 165,640 $2,865,572
Mega FIRST TRUST ADVISORS LP 147,352 $2,549,189
Mega JANE STREET GROUP, LLC 82,626 $1,429,429
Filter: New 26 Increased 73 Reduced 42 Sold out 34 Unchanged 21
Showing 100 of 162
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega FMR LLC $182,400,527 13.58% 10,044,082
Mega BlackRock, Inc. $86,728,086 6.46% 4,775,776
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $74,025,844 5.51% 4,076,313
Mega WELLINGTON MANAGEMENT GROUP LLP $71,293,506 5.31% 3,925,854
Mega Nuveen, LLC $54,034,298 4.02% 2,975,457
Mega VANGUARD CAPITAL MANAGEMENT LLC $50,149,166 3.73% 2,761,518
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $47,431,341 3.53% 2,611,858
Mega Capital World Investors $47,263,125 3.52% 2,602,595
Large Boston Partners $36,026,607 2.68% 1,983,844
Mega AMERIPRISE FINANCIAL INC $35,723,806 2.66% 1,967,170
Large WESTWOOD HOLDINGS GROUP INC $35,561,856 2.65% 1,958,252
Mid FRONTIER CAPITAL MANAGEMENT CO LLC $33,915,525 2.53% 1,867,595
Mega GOLDMAN SACHS GROUP INC $33,437,643 2.49% 1,841,280
Mega STATE STREET CORP $32,226,154 2.40% 1,774,568
Mega GEODE CAPITAL MANAGEMENT, LLC $29,304,301 2.18% 1,613,673
Large Walleye Capital LLC $24,448,989 1.82% 1,346,310
Mega FRANKLIN RESOURCES INC $24,431,990 1.82% 1,345,374
Mega BANK OF AMERICA CORP /DE/ Bank $23,907,312 1.78% 1,316,482
Mega RAYMOND JAMES FINANCIAL INC $23,792,558 1.77% 1,310,163
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $22,684,309 1.69% 1,249,136
Mid Aristotle Capital Boston, LLC $22,399,597 1.67% 1,233,458
Large WASATCH ADVISORS LP $20,346,536 1.51% 1,120,404
Large GW&K Investment Management, LLC $19,140,730 1.43% 1,054,005
Mid EMERALD ADVISERS, LLC $18,520,821 1.38% 1,019,869
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $17,974,550 1.34% 989,788
Mid ROYCE & ASSOCIATES LP $17,651,356 1.31% 971,991
Mega DIMENSIONAL FUND ADVISORS LP $15,490,242 1.15% 852,987
Large Russell Investments Group, Ltd. $15,115,687 1.13% 832,362
Mid BASSWOOD CAPITAL MANAGEMENT, L.L.C. $14,323,463 1.07% 788,737
Large Rockefeller Capital Management L.P. $12,499,507 0.93% 688,299
Mid EMERALD MUTUAL FUND ADVISERS TRUST Mutual Fund $11,291,415 0.84% 621,774
Large First Eagle Investment Management, LLC $11,169,434 0.83% 615,057
Large SEI INVESTMENTS CO $11,088,277 0.83% 610,588
Mid Ceredex Value Advisors LLC $10,549,144 0.79% 580,900
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $10,044,931 0.75% 553,135
Mega NORTHERN TRUST CORP Bank $9,730,162 0.72% 535,802
Large LOOMIS SAYLES & CO L P $8,654,856 0.64% 476,589
Large SILVERCREST ASSET MANAGEMENT GROUP LLC $8,415,943 0.63% 463,433
Mega VANGUARD FIDUCIARY TRUST CO Bank $8,358,757 0.62% 460,284
Large STATE OF WISCONSIN INVESTMENT BOARD $8,093,821 0.60% 445,695
Small Grandeur Peak Global Advisors, LLC $7,690,941 0.57% 423,510
Mega MORGAN STANLEY $6,711,734 0.50% 369,589
Mid Ranger Investment Management, L.P. $6,680,246 0.50% 367,855
Large MARSHALL WACE, LLP $5,755,430 0.43% 316,929
Small Pier Capital, LLC $4,724,941 0.35% 260,184
Mega Bank of New York Mellon Corp Bank $4,314,270 0.32% 237,570
Mega UBS Group AG $4,145,709 0.31% 228,288
Mid Ancora Advisors LLC $3,782,292 0.28% 208,276
Mega AQR CAPITAL MANAGEMENT LLC $2,805,663 0.21% 154,497
Mega ENVESTNET ASSET MANAGEMENT INC $2,670,228 0.20% 147,039
Mid J. Goldman & Co LP $2,644,441 0.20% 145,619
Mega Swiss National Bank Bank $2,395,304 0.18% 131,900
Large JACOBS LEVY EQUITY MANAGEMENT, INC $2,207,929 0.16% 121,582
Large TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Pension $2,165,979 0.16% 119,272
Mega WELLS FARGO & COMPANY/MN $1,677,910 0.12% 92,396
Small Riverwater Partners LLC $1,638,776 0.12% 90,241
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,636,978 0.12% 90,142
Mega Invesco Ltd. $1,594,682 0.12% 87,813
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $1,568,370 0.12% 86,364
Mid WESBANCO BANK INC Bank $1,525,440 0.11% 84,000
Mega BARCLAYS PLC $1,494,802 0.11% 82,313
Mega RHUMBLINE ADVISERS $1,428,120 0.11% 78,641
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $1,384,954 0.10% 76,264
Mid Private Advisor Group, LLC $1,307,737 0.10% 72,012
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,217,100 0.09% 67,021
Small Bull Street Advisors, LLC $1,149,128 0.09% 63,278
Mid KENNEDY CAPITAL MANAGEMENT LLC $1,081,718 0.08% 59,566
Mega NEUBERGER BERMAN GROUP LLC $1,078,267 0.08% 59,376
Mega DEUTSCHE BANK AG\ Bank $1,032,013 0.08% 56,829
Mega BNP PARIBAS ARBITRAGE, SA $1,019,774 0.08% 56,155
Large NATIXIS $978,824 0.07% 53,900
Mega ALLIANCEBERNSTEIN L.P. $909,634 0.07% 50,090
Mid ALGERT GLOBAL LLC $835,105 0.06% 45,986
Mega CITADEL ADVISORS LLC $811,588 0.06% 44,691
Mega PRICE T ROWE ASSOCIATES INC /MD/ $809,391 0.06% 44,570
Mega VANGUARD ASSET MANAGEMENT, Ltd $806,776 0.06% 44,426
Large Creative Planning $773,252 0.06% 42,580
Mega Legal & General Group Plc $754,620 0.06% 41,554
Small GLOBEFLEX CAPITAL L P $731,975 0.05% 40,307
Mid Penn Capital Management Company, LLC $726,617 0.05% 40,012
Mega JPMORGAN CHASE & CO $680,181 0.05% 37,455
Large MetLife Investment Management, LLC $662,912 0.05% 36,504
Mega JANUS HENDERSON GROUP PLC $662,731 0.05% 36,494
Large Vident Advisory, LLC $661,532 0.05% 36,428
Large Quantinno Capital Management LP $595,484 0.04% 32,791
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $556,967 0.04% 30,670
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $509,860 0.04% 28,076
Large FIFTH THIRD BANCORP Bank $501,506 0.04% 27,616
Mega Vanguard Global Advisers, LLC $478,897 0.04% 26,371
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $421,766 0.03% 23,225
Mid Voleon Capital Management LP $414,465 0.03% 22,823
Mid DARK FOREST CAPITAL MANAGEMENT LP $411,124 0.03% 22,639
Mega LPL Financial LLC $392,673 0.03% 21,623
Mid State of Alaska, Department of Revenue $390,385 0.03% 21,497
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $382,358 0.03% 21,055
Mid Bleakley Financial Group, LLC $378,926 0.03% 20,866
Small Wescott Financial Advisory Group, LLC $370,863 0.03% 20,422
Large Mariner, LLC $341,008 0.03% 18,778
Large ARIZONA STATE RETIREMENT SYSTEM Pension $332,545 0.02% 18,312
Large Police & Firemen's Retirement System of New Jersey Pension $306,704 0.02% 16,889
Key facts CIK 1777835 CUSIP 71367G102 Visit website Investor relations

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