PERELLA WEINBERG PARTNERS

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PWP·71367G102·US·Common Stock·Financial Services - Capital Markets-13D/G

CLASS A COM

PWP (PERELLA WEINBERG PARTNERS) is held by 104 institutional investors as of Q2 2026. Largest holders: FMR LLC ($158M), BlackRock, Inc. ($87.2M), WELLINGTON MANAGEMENT GROUP LLP ($82.8M). Net institutional sentiment: Mixed. In Q2 2026, 2 members of Congress and 68 funds bought PWP.

104

Holders

(10 Elite)

$1.2B

Total Value

66% (103)

Consensus

68 buying - 35 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)25

Insider (Form 4)81

Activist (13D/13G)43

Congressional (STOCK Act)81

Holder Quality

80

★★★★★

Elite

62

★★★★

Strong

88

★★★

Solid

46

★★

Below

31

★

Weak

Held by 104 funds

10 elite

Who's Trading

Source dates: Price Sep 21, 2026 · Insiders Sep 2, 2026 · Activists Aug 13, 2026 · Congress Jun 8, 2026

InsiderSKSTEEL ROBERT KExercise 30K shAug 31, 2026

InsiderGAGottschalk AlexandraTax 2K shAug 31, 2026

InsiderGAGottschalk AlexandraExercise 4K shAug 31, 2026

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Top Holders

Top Holders (104)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FMR LLC	Decreased	9.9M(-1.5%)	$158M	0.0%	-36.46%	0
BlackRock, Inc.	Increased	5.5M(+14.4%)	$87.2M	0.0%	-34.43%	34
WELLINGTON MANAGEMENT GROUP LLP	Increased	5.2M(+32.2%)	$82.8M	0.0%	-17.40%	38
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	4.4M(+7.7%)	$70.1M	0.2%	-21.49%	38
Nuveen, LLC	Increased	3.6M(+21.0%)	$57.5M	0.0%	-25.21%	35
AGADAGE CAPITAL PARTNERS GP, L.L.C.	Increased	3.3M(+26.8%)	$52.9M	0.1%	-12.59%	36
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	3M(+9.8%)	$48.4M	0.0%	-19.37%	32
Capital World Investors	Increased	2.7M(+2.8%)	$42.7M	0.0%	-19.96%	30
NANOMURA ASSET MANAGEMENT INTERNATIONAL INC.	Increased	2.5M(+104.1%)	$40.7M	0.1%	-13.47%	47
Boston Partners	Increased	2.5M(+28.2%)	$40.6M	0.0%	-14.68%	36
AMERIPRISE FINANCIAL INC	Increased	2.3M(+15.3%)	$36.2M	0.0%	-19.85%	33
STATE STREET CORP	Increased	2M(+14.9%)	$32.5M	0.0%	-2.20%	33
WESTWOOD HOLDINGS GROUP INC	Decreased	1.9M(-5.0%)	$29.7M	0.2%	-24.89%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.8M(+13.2%)	$29.1M	0.0%	+12.72%	33
First Eagle Investment Management, LLC	Increased	1.8M(+193.0%)	$28.8M	0.0%	-8.70%	46
GOLDMAN SACHS GROUP INC	Decreased	1.8M(-4.1%)	$28.2M	0.0%	-33.76%	0
FRONTIER CAPITAL MANAGEMENT CO LLC	Decreased	1.6M(-13.0%)	$25.9M	0.2%	-17.49%	0
BANK OF AMERICA CORP /DE/	Increased	1.5M(+15.1%)	$24.2M	0.0%	-28.02%	33
ROYCE & ASSOCIATES LP	Increased	1.4M(+43.3%)	$22.2M	0.2%	-0.27%	46
RAYMOND JAMES FINANCIAL INC	Decreased	1.3M(-0.6%)	$20.8M	0.0%	-32.59%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer