Perella Weinberg Partners PWP Institutional Ownership

NASDAQ PWP

$12.96 +0.19 (+1.49%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

166 Institutions

Increased 100 60.2%

Unchanged 19 11.4%

Reduced 47 28.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

106.33%

▲+0.80 pp QoQ

Shares Held by Institutions

78.85Mn

of 74.16Mn outstanding

▲+7.32% QoQ

Shares Outstanding

74.16Mn

-4.69Mn held outside 13F filers

Institutional Investors

166

filed 13F for Jun 2026

▲+3 vs prior quarter

Net Shares Added (QoQ)

+5.38Mn

accumulated since last quarter

Value of Holdings

$1.02Bn

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 30 Jun, 2026

Perella Weinberg Partners (NASDAQ:PWP) showed up in the 13F filings of 166 institutional investors as of June 2026.

They owned 106.3% of outstanding stock in June 2026, up from 105.5% the prior quarter.
They increased total shares held in PWP by 7.32% quarter over quarter, and investors in Perella Weinberg Partners stayed flat from a year ago.
Among the 166 funds, 100 bought more Perella Weinberg Partners shares, 47 sold down, and 19 held their ground.
Altogether, these fund groups held 78.85Mn shares in PWP by June 2026, up by 5.38Mn shares quarter on quarter, and up 13.05Mn shares year over year.
As of June 30, 2026, the biggest holder of Perella Weinberg Partners is FMR LLC at 9.9Mn shares, representing 13.35% of shares outstanding.
The biggest buyers of Perella Weinberg Partners for the quarter ending June 2026 included NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (1.3Mn), WELLINGTON MANAGEMENT GROUP LLP (1.26Mn), Point72 Asset Management, L.P. (724.16K), ADAGE CAPITAL PARTNERS GP, L.L.C. (699.76K), BlackRock, Inc. (689.92K).
The largest sellers of Perella Weinberg Partners for the quarter ending June 2026 were Franklin Templeton Inc (1.33Mn), EMERALD ADVISERS, LLC (992.3K), WASATCH ADVISORS LP (753.62K), EMERALD MUTUAL FUND ADVISERS TRUST (616.01K), Grandeur Peak Global Advisors, LLC (415.4K).
Perella Weinberg Partners's 10 largest shareholders as of June 2026 include FMR LLC (9.9Mn), BlackRock, Inc. (5.47Mn), WELLINGTON MANAGEMENT GROUP LLP (5.19Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (4.39Mn), Nuveen, LLC (3.6Mn), ADAGE CAPITAL PARTNERS GP, L.L.C. (3.31Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.03Mn), Capital World Investors (2.68Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (2.55Mn), Boston Partners (2.54Mn) per Business Quant data.

Form 13F Holdings

166 Institutional Holders

Report period 30 Jun, 2026

Total shares held 78.85Mn

Of outstanding 106.33%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	9,897,191	13.35%	▼146,891	-1.46%	$157.96Mn
2	BlackRock, Inc.	0002012383	5,465,698	7.37%	▲689,922	+14.45%	$87.23Mn
3	WELLINGTON MANAGEMENT GROUP LLP	0000902219	5,189,199	7.00%	▲1,263,345	+32.18%	$82.82Mn
4	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	4,390,541	5.92%	▲314,228	+7.71%	$70.07Mn
5	Nuveen, LLC	0001871926	3,601,078	4.86%	▲625,621	+21.03%	$57.47Mn
6	ADAGE CAPITAL PARTNERS GP, L.L.C.	0001165408	3,311,618	4.47%	▲699,760	+26.79%	$52.85Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,032,455	4.09%	▲270,937	+9.81%	$48.40Mn
8	Capital World Investors	0001422849	2,675,588	3.61%	▲72,993	+2.80%	$42.70Mn
9	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	2,549,221	3.44%	▲1,300,085	+104.08%	$40.69Mn
10	Boston Partners	0001386060	2,543,113	3.43%	▲559,269	+28.19%	$40.58Mn
11	Ameriprise Financial Inc	0000820027	2,268,931	3.06%	▲301,761	+15.34%	$36.21Mn
12	State Street Corp	0000093751	2,038,898	2.75%	▲264,330	+14.90%	$32.54Mn
13	Westwood Holdings Group Inc	0001165002	1,860,521	2.51%	▼97,731	-4.99%	$29.69Mn
14	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,825,865	2.46%	▲212,192	+13.15%	$29.15Mn
15	Goldman Sachs Group Inc	0000886982	1,765,887	2.38%	▼75,393	-4.09%	$28.18Mn
16	FRONTIER CAPITAL MANAGEMENT CO LLC	0000351173	1,624,195	2.19%	▼243,400	-13.03%	$25.92Mn
17	Bank Of America Corp /De/	0000070858	1,515,078	2.04%	▲198,596	+15.09%	$24.18Mn
18	ROYCE & ASSOCIATES LP	0000906304	1,393,188	1.88%	▲421,197	+43.33%	$22.24Mn
19	GW&K Investment Management, LLC	0001082917	1,291,081	1.74%	▲237,076	+22.49%	$20.61K
20	Aristotle Capital Boston, LLC	0001633911	1,152,220	1.55%	▼81,238	-6.59%	$18.39Mn

Showing 1 to 20 of 166 holders