Perella Weinberg Partners (PWP) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

62,473,333Shares Outstanding

601,557Shares held by institutions

$12,506,370Value of institutional holdings

106.77%Institutional ownership %

8.34%Shares Changed QoQ

159No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Perella Weinberg Partners (NASDAQ:PWP) includes 159 filers as of the latest reporting cycle ending December 2025.

Perella Weinberg Partners saw its institutional ownership percentage rose to 106.8% in December 2025 from 103.5% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 8.34%, with a year-over-year a decrease of 6.47% in the count of filers.
A review of institutional activity for Perella Weinberg Partners shows 89 of 159 filers increasing their positions, while 50 reduced their stake, and 20 remained unchanged.
The aggregate institutional position in Perella Weinberg Partners now stands at 66.70Mn shares as of December 2025, after investors increased their holdings (up by 5.14Mn shares quarter on quarter which is up 14.36Mn shares year over year).
The top institutional stake in Perella Weinberg Partners as of December 31, 2025 belongs to FMR LLC, which owns 9.80Mn shares, or 15.69% of the company.
Among the most significant buyers of Perella Weinberg Partners during December 2025 were FRONTIER CAPITAL MANAGEMENT CO LLC (1.22Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (912.73K), ADAGE CAPITAL PARTNERS GP, L.L.C. (708.05K), MORGAN STANLEY (668.80K), Nuveen, LLC (646.14K).
Leading sellers of Perella Weinberg Partners stock in December 2025 included Penn Capital Management Company, LLC (655.85K), NEW YORK STATE COMMON RETIREMENT FUND (444.61K), WELLINGTON MANAGEMENT GROUP LLP (412.40K), ROYCE & ASSOCIATES LP (230.41K), Pier Capital, LLC (209.89K).
The top 10 institutional holders of Perella Weinberg Partners for the quarter ending December 2025 included FMR LLC (9.80Mn), BlackRock, Inc. (4.75Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (3.95Mn), WELLINGTON MANAGEMENT GROUP LLP (3.76Mn), VANGUARD GROUP INC (3.72Mn), Nuveen, LLC (2.86Mn), ADAGE CAPITAL PARTNERS GP, L.L.C. (2.58Mn), WESTWOOD HOLDINGS GROUP INC (2.02Mn), STATE STREET CORP (1.80Mn), AMERIPRISE FINANCIAL INC (1.60Mn).

159 Institutional Holders

601,557 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
FMR LLC	31 Dec, 2025	9,799,260	195,937	2.04%	$169,527,204.00
BlackRock, Inc.	31 Dec, 2025	4,746,791	78,519	1.68%	$82,119,484.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	3,946,163	379,652	10.64%	$68,268,620.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	3,757,859	-412,403	-9.89%	$65,010,961.00
VANGUARD GROUP INC	31 Dec, 2025	3,722,756	241,363	6.93%	$64,403,679.00
Nuveen, LLC	31 Dec, 2025	2,861,405	646,143	29.17%	$49,502,307.00
ADAGE CAPITAL PARTNERS GP, L.L.C.	31 Dec, 2025	2,580,571	708,052	37.81%	$44,643,878.00
WESTWOOD HOLDINGS GROUP INC	31 Dec, 2025	2,024,905	254,141	14.35%	$35,030,857.00
STATE STREET CORP	31 Dec, 2025	1,798,302	39,544	2.25%	$31,110,625.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	1,596,022	17,924	1.14%	$27,611,199.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	1,535,678	29,545	1.96%	$26,567,230.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,511,986	3,939	0.26%	$26,162,267.00
Walleye Capital LLC	31 Dec, 2025	1,465,873	9,999	0.69%	$25,359,603.00
Boston Partners	31 Dec, 2025	1,378,939	623,330	82.49%	$23,859,668.00
FRANKLIN RESOURCES INC	31 Dec, 2025	1,315,333	15,308	1.18%	$22,755,261.00
FRONTIER CAPITAL MANAGEMENT CO LLC	31 Dec, 2025	1,220,833	1,220,833	0.00%	$21,120,403.00
WASATCH ADVISORS LP	31 Dec, 2025	1,162,539	-163,625	-12.34%	$20,111,925.00
MORGAN STANLEY	31 Dec, 2025	1,137,265	668,799	142.76%	$19,674,692.00
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	31 Dec, 2025	1,084,985	-207,539	-16.06%	$18,770,241.00
SCHRODER INVESTMENT MANAGEMENT GROUP	31 Dec, 2025	993,612	138,645	16.22%	$17,328,593.00

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