Perella Weinberg Partners PWP Institutional Ownership

NASDAQ PWP

$16.47 -0.14 (-0.84%)

As of: Aug 24, 2026 · 3:59 PM EDT

Institutions by Trading Activity

161 Institutions

Increased 101 62.7%

Unchanged 18 11.2%

Reduced 42 26.1%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

105.50%

▼-4.23 pp QoQ

Shares Held by Institutions

74.27Mn

of 70.40Mn outstanding

▲+13.14% QoQ

Shares Outstanding

70.40Mn

-3.87Mn held outside 13F filers

Institutional Investors

161

filed 13F for Mar 2026

▼-3 vs prior quarter

Net Shares Added (QoQ)

+8.63Mn

accumulated since last quarter

Value of Holdings

$1.20Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 31 Mar, 2026

Perella Weinberg Partners (NASDAQ:PWP) has 161 institutional investors that have filed 13F reports for the period ending March 2026.

Collectively, these holders controlled 105.5% of Perella Weinberg Partners's outstanding shares in March 2026, down from 109.7% in December 2025.
They increased total shares held in PWP by 13.14% quarter over quarter, and investors in Perella Weinberg Partners decreased 6.4% from a year ago.
Of these 161 holders, 101 added to their stakes in Perella Weinberg Partners, 42 trimmed positions, and 18 made no changes.
Altogether, these fund groups held 74.27Mn shares in PWP by March 2026, up by 8.63Mn shares quarter on quarter, and up 13.51Mn shares year over year.
As of March 31, 2026, FMR LLC held the largest stake in Perella Weinberg Partners with 10.04Mn shares, accounting for 14.27% of total shares outstanding.
The biggest buyers of Perella Weinberg Partners for the quarter ending March 2026 included VANGUARD CAPITAL MANAGEMENT LLC (2.76Mn), Capital World Investors (2.6Mn), Aristotle Capital Boston, LLC (745.99K), FRONTIER CAPITAL MANAGEMENT CO LLC (646.76K), First Eagle Investment Management, LLC (646.27K).
Leading sellers of Perella Weinberg Partners shares for the quarter ending March 2026 were Goldman Sachs Group Inc (1.23Mn), Morgan Stanley (767.68K), Rockefeller Capital Management L.P. (703.09K), Raymond James Financial Inc (684.58K), BASSWOOD CAPITAL MANAGEMENT, L.L.C. (296.25K).
Perella Weinberg Partners's 10 largest shareholders as of March 2026 include FMR LLC (10.04Mn), BlackRock, Inc. (4.78Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (4.08Mn), WELLINGTON MANAGEMENT GROUP LLP (3.93Mn), Nuveen, LLC (2.98Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.76Mn), ADAGE CAPITAL PARTNERS GP, L.L.C. (2.61Mn), Capital World Investors (2.6Mn), Boston Partners (1.98Mn), Ameriprise Financial Inc (1.97Mn) per Business Quant data.

Form 13F Holdings

161 Institutional Holders

Report period 31 Mar, 2026

Total shares held 74.27Mn

Of outstanding 105.50%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	10,044,082	14.27%	▲244,822	+2.50%	$182.40Mn
2	BlackRock, Inc.	0002012383	4,775,776	6.78%	▲28,985	+0.61%	$86.73Mn
3	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	4,076,313	5.79%	▲130,150	+3.30%	$74.03Mn
4	WELLINGTON MANAGEMENT GROUP LLP	0000902219	3,925,854	5.58%	▲167,995	+4.47%	$71.29Mn
5	Nuveen, LLC	0001871926	2,975,457	4.23%	▲114,052	+3.99%	$54.03Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,761,518	3.92%	▲2,761,518	0.00%	$50.15Mn
7	ADAGE CAPITAL PARTNERS GP, L.L.C.	0001165408	2,611,858	3.71%	▲31,287	+1.21%	$47.43Mn
8	Capital World Investors	0001422849	2,602,595	3.70%	▲2,602,595	0.00%	$47.26Mn
9	Boston Partners	0001386060	1,983,844	2.82%	▲604,905	+43.87%	$36.02Mn
10	Ameriprise Financial Inc	0000820027	1,967,170	2.79%	▲371,148	+23.25%	$35.72Mn
11	Westwood Holdings Group Inc	0001165002	1,958,252	2.78%	▼66,653	-3.29%	$35.56Mn
12	FRONTIER CAPITAL MANAGEMENT CO LLC	0000351173	1,867,595	2.65%	▲646,762	+52.98%	$33.92Mn
13	Goldman Sachs Group Inc	0000886982	1,841,280	2.62%	▼1,230,076	-40.05%	$33.44Mn
14	State Street Corp	0000093751	1,774,568	2.52%	▼23,734	-1.32%	$32.23Mn
15	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,613,673	2.29%	▲101,687	+6.73%	$29.31Mn
16	Walleye Capital LLC	0001758720	1,346,310	1.91%	▼119,563	-8.16%	$24.45Mn
17	Franklin Resources Inc	0000038777	1,345,374	1.91%	▲30,041	+2.28%	$24.43Mn
18	Bank Of America Corp /De/	0000070858	1,316,482	1.87%	▲386,473	+41.56%	$23.91Mn
19	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	1,249,136	1.77%	▲336,406	+36.86%	$22.68Mn
20	Aristotle Capital Boston, LLC	0001633911	1,233,458	1.75%	▲745,994	+153.04%	$22.40Mn

Showing 1 to 20 of 161 holders