Perella Weinberg Partners (PWP) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

100,233,456Shares Outstanding

70,452,145Shares held by institutions

$1,267,434,089Value of institutional holdings

70.29%Institutional ownership %

8.99%Shares Changed QoQ

164No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Perella Weinberg Partners (NASDAQ:PWP) is held by 164 institutional investors per 13F filings through December 2025.

They owned 68.1% of outstanding stock in December 2025, up from 66.0% the prior quarter.
They increased total shares held in Perella Weinberg Partners by 6.0% from last quarter, and the number of investors in PWP decreased 3.53% annually.
Of these 164 holders, 92 added to their stakes in Perella Weinberg Partners, 53 trimmed positions, and 19 made no changes.
Altogether, these fund groups held 68.22Mn shares in PWP by December 2025, up by 3.86Mn shares quarter on quarter, and up 13.58Mn shares year over year.
As of December 31, 2025, the biggest holder of Perella Weinberg Partners is WASATCH ADVISORS LP at 1.12Mn shares, representing 1.12% of shares outstanding.
The most significant purchases of PWP for the quarter ending December 2025 came from Bull Street Advisors, LLC (63.28K), WESBANCO BANK INC (27.0K), RITHOLTZ WEALTH MANAGEMENT (13.71K), OPPENHEIMER ASSET MANAGEMENT INC. (551), IFP Advisors, Inc (250).
Top sellers of PWP stock for the quarter ending December 2025 included WASATCH ADVISORS LP (42.14K), Versant Capital Management, Inc (621), SIGNATUREFD, LLC (140).
Perella Weinberg Partners's 10 largest shareholders as of December 2025 include WASATCH ADVISORS LP (1.12Mn), WESBANCO BANK INC (84.0K), Bull Street Advisors, LLC (63.28K), State of Alaska, Department of Revenue (21.5K), OPPENHEIMER ASSET MANAGEMENT INC. (14.09K), RITHOLTZ WEALTH MANAGEMENT (13.71K), Pictet Asset Management Holding SA (10.8K), Versant Capital Management, Inc (596), GAMMA Investing LLC (427), Sterling Capital Management LLC (424) per Business Quant data.

164 Institutional Holders

70,452,145 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
Goldman Sachs Group Inc	31 Dec, 2025	3,071,356	1,565,223	103.92%	$53,134,460.00
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
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
Rockefeller Capital Management L.P.	31 Dec, 2025	1,391,390	676,446	94.62%	$24,071,062.00
Boston Partners	31 Dec, 2025	1,378,939	623,330	82.49%	$23,859,668.00
Raymond James Financial Inc	31 Dec, 2025	1,360,941	237,734	21.17%	$23,729,844.00
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

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