PWP · Perella Weinberg Partners · Shareholders & Ownership
$12.38
-0.38 (-2.98%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$1.16B
Shares
94.04M
Volume · Oct 23
690.24K
Avg daily vol (3M)
1.64M
Every disclosed holder of PWP in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns PWP
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 78,960,655 | 83.97% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 48,492 | 0.05% |
| Remaining | 15,029,135 | 15.98% |
| Registered funds (N-PORT, not summed) | 34,924,279 | 37.14% |
Shares outstanding: 94,038,282, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of PWP
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,897,191 | ||
| 1.1 |
FMR LLC
13G
CIK 315066 · Holding company · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
9,897,190 | ||
| 1.2 |
Fidelity Small Cap Value Fund
Fund
S000007194 · Registered fund · Jul 31, 2026
Fidelity Securities Fund, not summed
|
1,895,419 | ||
| 1.3 |
Fidelity Small Cap Stock Fund
Fund
S000055369 · Registered fund · Jul 31, 2026
Fidelity Concord Street Trust, not summed
|
801,173 | ||
| 1.4 |
Fidelity Small Cap Index Fund
Fund
S000033638 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
767,288 | ||
| 1.5 |
Fidelity Small Cap Growth K6 Fund
Fund
S000057285 · Registered fund · Jul 31, 2026
Fidelity Securities Fund, not summed
|
715,560 | ||
| 2 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,465,698 | ||
| 2.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,845,153 | ||
| 2.2 |
iShares Russell 2000 Growth ETF
Fund
S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
648,516 | ||
| 2.3 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
131,331 | ||
| 2.4 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
100,467 | ||
| 2.5 |
iShares U.S. Broker-Dealers & Securities Exchanges ETF
Fund
S000009420 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
90,234 | ||
| 3 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,189,199 | ||
| 3.1 |
WELLINGTON MANAGEMENT GROUP LLP
13G
CIK 902219 · Holding company · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
5,189,199 | ||
| 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
CIK 1644956 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,390,541 | ||
| 4.1 |
William Blair Small Cap Value Fund
Fund
S000008597 · Registered fund · Jun 30, 2026
WILLIAM BLAIR FUNDS, not summed
|
864,210 | ||
| 4.2 |
William Blair Small Cap Growth Fund
Fund
S000008602 · Registered fund · Jun 30, 2026
WILLIAM BLAIR FUNDS, not summed
|
659,975 | ||
| 4.3 |
William Blair Small-Mid Cap Core Fund
Fund
S000066499 · Registered fund · Jun 30, 2026
WILLIAM BLAIR FUNDS, not summed
|
84,081 | ||
| 5 |
|
3,601,078 | ||
| 5.1 |
Nuveen Asset Management, LLC
13G
CIK 1521019 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
2,033,386 | ||
| 5.2 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
1,425,334 | ||
| 5.3 |
TIAA-CREF Investment Management, LLC
13G
CIK 887793 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
1,425,334 | ||
| 5.4 |
Nuveen Multi Cap Value Fund
Fund
S000000605 · Registered fund · Jun 30, 2026
Nuveen Investment Trust, not summed
|
1,089,741 | ||
| 5.5 |
Nuveen Small Cap Value Opportunities Fund
Fund
S000000606 · Registered fund · Jun 30, 2026
Nuveen Investment Trust, not summed
|
236,098 | ||
| 6 |
ADAGE CAPITAL PARTNERS GP, L.L.C.
13F
CIK 1165408 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,311,618 | ||
| 7 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,032,455 | ||
| 7.1 |
VANGUARD CAPITAL MANAGEMENT LLC
13G
CIK 2100119 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
3,563,591 | ||
| 8 |
Capital World Investors
13F
CIK 1422849 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,675,588 | ||
| 9 |
|
2,635,236 | ||
| 10 |
SMALLCAP World Fund Inc
Fund
S000009599 · Registered fund · Jun 30, 2026
SMALLCAP World Fund Inc, not summed
|
2,602,595 | ||
| 11 |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
13F
CIK 921739 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,549,221 | ||
| 11.1 |
Nomura Small Cap Core Fund
Fund
S000002400 · Registered fund · May 29, 2026
Delaware Group Equity Funds V, not summed
|
1,007,373 | ||
| 12 |
Boston Partners
13F
CIK 1386060 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,543,113 | ||
| 13 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,268,931 | ||
| 13.1 |
Variable Portfolio - Partners Small Cap Value Fund
Fund
S000019853 · Registered fund · Jun 30, 2026
Columbia Funds Variable Series Trust II, not summed
|
195,835 | ||
| 13.2 |
Columbia Variable Portfolio - Small Company Growth Fund
Fund
S000010658 · Registered fund · Jun 30, 2026
COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
|
121,649 | ||
| 14 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,148,879 | ||
| 15 |
|
2,038,898 | ||
| 15.1 |
State Street(R) SPDR(R) S&P(R) Capital Markets ETF
Fund
S000006978 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
454,426 | ||
| 15.2 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
23,300 | ||
| 15.3 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
1,773 | ||
| 15.4 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
325 | ||
| 16 |
Bednar Andrew
Insider
CIK 1867860 · Aug 31, 2026
Director, Chief Executive Officer, issuer-wide, not summed
|
2,030,224 | ||
| 17 |
WESTWOOD HOLDINGS GROUP INC
13F
CIK 1165002 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,860,521 | ||
| 18 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,825,865 | ||
| 19 |
Columbia Small Cap Growth Fund
Fund
S000012073 · Registered fund · May 31, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
|
1,788,166 | ||
| 20 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,765,887 | ||
| 20.1 |
Goldman Sachs Small Cap Value Fund
Fund
S000009323 · Registered fund · May 31, 2026
Goldman Sachs Trust, not summed
|
435,228 | ||
| 20.2 |
Goldman Sachs Small Cap Equity ETF
Fund
S000081978 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
144,718 | ||
| 20.3 |
Goldman Sachs Multi-Manager Global Equity Fund
Fund
S000049146 · Registered fund · Jul 31, 2026
Goldman Sachs Trust II, not summed
|
31,907 | ||
| 20.4 |
Multi-Manager U.S. Small Cap Equity Fund
Fund
S000051363 · Registered fund · Apr 30, 2026
Goldman Sachs Trust II, not summed
|
20,503 | ||
| 20.5 |
Goldman Sachs Small Cap Equity Insights Fund
Fund
S000009329 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
8,882 | ||
| 21 |
FRONTIER CAPITAL MANAGEMENT CO LLC
13F
CIK 351173 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,624,195 | ||
| 22 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,515,078 | ||
| 23 |
ROYCE & ASSOCIATES LP
13F
CIK 906304 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,393,188 | ||
| 23.1 |
Royce Small-Cap Opportunity Fund
Fund
S000009512 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
406,258 | ||
| 23.2 |
Royce Micro-Cap Fund
Fund
S000009506 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
136,232 | ||
| 23.3 |
Royce Capital Fund - Micro-Cap Portfolio
Fund
S000009496 · Registered fund · Jun 30, 2026
ROYCE CAPITAL FUND, not summed
|
44,899 | ||
| 24 |
|
1,379,452 | ||
| 25 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,302,843 | ||
| 25.1 |
Carillon Eagle Small Cap Growth Fund
Fund
S000008482 · Registered fund · Jun 30, 2026
Carillon Series Trust, not summed
|
347,777 | ||
| 26 |
GW&K Investment Management, LLC
13F
CIK 1082917 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,291,081 | ||
| 27 |
Aristotle Capital Boston, LLC
13F
CIK 1633911 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,152,220 | ||
| 28 |
SCHRODER INVESTMENT MANAGEMENT GROUP
13F
CIK 1086619 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,128,125 | ||
| 29 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
981,178 | ||
| 29.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
252,055 | ||
| 29.2 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
244,695 | ||
| 29.3 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
160,064 | ||
| 29.4 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
53,741 | ||
| 29.5 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
42,270 | ||
| 30 |
Walleye Capital LLC
13F
CIK 1758720 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
960,597 | ||
| 31 |
Column Small Cap Select Fund
Fund
S000082920 · Registered fund · Aug 31, 2026
Trust for Professional Managers, not summed
|
949,629 | ||
| 32 |
First Eagle Investment Management, LLC
13F
CIK 1325447 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
901,189 | ||
| 32.1 |
First Eagle Small Cap Opportunity Fund
Fund
S000072438 · Registered fund · Jul 31, 2026
First Eagle Funds, not summed
|
898,570 | ||
| 33 |
Russell Investments Group, Ltd.
13F
CIK 1692234 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
830,393 | ||
| 33.1 |
U.S. Small Cap Equity Fund
Fund
S000001586 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
208,967 | ||
| 33.2 |
Tax-Managed U.S. Mid & Small Cap Fund
Fund
S000001571 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
95,814 | ||
| 33.3 |
Multi-Asset Strategy Fund
Fund
S000055522 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
76,006 | ||
| 33.4 |
U.S. Small Cap Equity Fund
Fund
S000006864 · Registered fund · Jun 30, 2026
RUSSELL INVESTMENT FUNDS, not summed
|
45,067 | ||
| 33.5 |
Multi-Strategy Income Fund
Fund
S000048356 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
33,289 | ||
| 34 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
817,303 | ||
| 35 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
13F
CIK 1085393 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
788,737 | ||
| 36 |
Point72 Asset Management, L.P.
13F
CIK 1603466 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
724,159 | ||
| 37 |
Rockefeller Capital Management L.P.
13F
CIK 1739439 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
664,754 | ||
| 37.1 |
Rockefeller US Small Cap Core Fund
Fund
S000080973 · Registered fund · Aug 31, 2026
Trust for Professional Managers, not summed
|
113,765 | ||
| 38 |
Balyasny Asset Management L.P.
13F
CIK 1218710 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
654,989 | ||
| 39 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
644,227 | ||
| 40 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
599,347 | ||
| 40.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
35,715 | ||
| 40.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
5,056 | ||
| 41 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
594,798 | ||
| 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
592,558 | ||
| 42.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
320,154 | ||
| 42.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
170,755 | ||
| 42.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
42,682 | ||
| 42.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
40,489 | ||
| 43 |
Ceredex Value Advisors LLC
13F
CIK 1738726 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
567,000 | ||
| 44 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
508,971 | ||
| 45 |
SEI INVESTMENTS CO
13F
CIK 350894 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
481,233 | ||
| 45.1 |
SIIT EXTENDED MARKET INDEX FUND
Fund
S000035814 · Registered fund · May 31, 2026
SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
|
8,600 | ||
| 46 |
LOOMIS SAYLES & CO L P
13F
CIK 312348 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
474,830 | ||
| 46.1 |
Loomis Sayles Small Cap Value Fund
Fund
S000006647 · Registered fund · Jun 30, 2026
LOOMIS SAYLES FUNDS I, not summed
|
99,979 | ||
| 47 |
WESTWOOD QUALITY SMALLCAP FUND
Fund
S000072842 · Registered fund · Jul 31, 2026
Ultimus Managers Trust, not summed
|
446,859 | ||
| 48 |
SILVERCREST ASSET MANAGEMENT GROUP LLC
13F
CIK 1232395 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
441,460 | ||
| 49 |
STATE OF WISCONSIN INVESTMENT BOARD
13F
CIK 854157 · Pension or benefit plan · Jun 30, 2026
carried, not yet filed for the newest quarter
|
405,042 | ||
| 50 |
American Beacon Small Cap Value Fund
Fund
S000001818 · Registered fund · Jul 31, 2026
AMERICAN BEACON FUNDS, not summed
|
386,195 |
43 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
1777835
CUSIP
71367G102
13F (30d)
20 filings
19 filers
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