PERELLA WEINBERG PARTNERS (PWP) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling PWP?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for PERELLA WEINBERG PARTNERS, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on PWP?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for PERELLA WEINBERG PARTNERS.

Is institutional money flowing into PWP?

105 institutional investors hold PERELLA WEINBERG PARTNERS (PWP). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about PWP?

Track institutional sentiment and conviction scores for PERELLA WEINBERG PARTNERS (PWP) including Smart Money Verdict and position changes on HoldingsIntel.

PERELLA WEINBERG PARTNERS

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

CLASS A COM

PWP (PERELLA WEINBERG PARTNERS) is held by 105 institutional investors as of Q4 2025. Largest holders: FMR LLC ($169.5M), BlackRock, Inc. ($82.1M), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC ($68.3M). Net institutional sentiment: Mixed.

105

Holders

Avg rating(8 Elite)

$1.1B

Total Value

57% (114)

Fund Consensus

60 buying - 45 selling

Smart Money Verdict

View all

39Weak MomentumSplit Signals

Get 5 free verdicts/month - sign up in 10 seconds

See how PWP's score breaks down across 4 SEC sources

Held by 105 funds

8 elite

Who's Trading

InsiderGAGottschalk Alexandra

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FMR LLC	Increased	9.8M(+2.0%)	$169.5M	0.0%	-18.23%	31
BlackRock, Inc.	Increased	4.7M(+1.7%)	$82.1M	0.0%	-18.49%	30
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	3.9M(+10.6%)	$68.3M	0.2%	-1.08%	39
WELLINGTON MANAGEMENT GROUP LLP	Decreased	3.8M(-9.9%)	$65M	0.0%	+2.66%	0
VANGUARD GROUP INC	Increased	3.7M(+6.9%)	$64.4M	0.0%	-2.72%	32
NUNuveen, LLC	Increased	2.9M(+29.2%)	$49.5M	0.0%	-8.37%	37
AGADAGE CAPITAL PARTNERS GP, L.L.C.	Increased	2.6M(+37.8%)	$44.6M	0.1%	+10.35%	38
WESTWOOD HOLDINGS GROUP INC	Increased	2M(+14.3%)	$35M	0.3%	-5.18%	39
STATE STREET CORP	Increased	1.8M(+2.3%)	$31.1M	0.0%	+27.03%	29
AMERIPRISE FINANCIAL INC	Increased	1.6M(+1.1%)	$27.6M	0.0%	+0.14%	29
GOLDMAN SACHS GROUP INC	Increased	1.5M(+2.0%)	$26.6M	0.0%	-17.29%	29
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.5M(+0.3%)	$26.2M	0.0%	+53.71%	29
Walleye Capital LLC	Increased	1.5M(+0.7%)	$25.4M	0.1%	-9.01%	29
Boston Partners	Increased	1.4M(+82.5%)	$23.9M	0.0%	+9.79%	44
RAYMOND JAMES FINANCIAL INC	Increased	1.4M(+21.2%)	$23.7M	0.0%	-13.13%	34
FRANKLIN RESOURCES INC	Increased	1.3M(+1.2%)	$22.8M	0.0%	-11.18%	29
FRFRONTIER CAPITAL MANAGEMENT CO LLC	New	1.2M	$21.1M	0.2%	+7.28%	47
WASATCH ADVISORS LP	Decreased	1.2M(-12.3%)	$20.1M	0.1%	+31.58%	0
MORGAN STANLEY	Increased	1.1M(+142.8%)	$19.7M	0.0%	+5.24%	46
SCHRODER INVESTMENT MANAGEMENT GROUP	Increased	993,612(+16.2%)	$17.3M	0.0%	+50.37%	33
ROYCE & ASSOCIATES LP	Decreased	932,891(-19.8%)	$16.1M	0.2%	+35.42%	0
BANK OF AMERICA CORP /DE/	Increased	930,009(+0.6%)	$16.1M	0.0%	-14.14%	28
NANOMURA ASSET MANAGEMENT INTERNATIONAL INC.	New	912,730	$15.8M	0.0%	+7.28%	39
Russell Investments Group, Ltd.	Increased	722,160(+3.7%)	$12.5M	0.0%	+31.90%	29
Rockefeller Capital Management L.P.	Decreased	695,695(-2.7%)	$12M	0.0%	-12.86%	0
STATE OF WISCONSIN INVESTMENT BOARD	Increased	589,057(+7.0%)	$10.2M	0.0%	+54.50%	30
DIMENSIONAL FUND ADVISORS LP	Increased	585,128(+38.6%)	$10.1M	0.0%	-5.06%	36
First Eagle Investment Management, LLC	Increased	583,848(+24.8%)	$10.1M	0.0%	+20.37%	34
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	541,419(+2.2%)	$9.4M	0.0%	+13.69%	28
LOOMIS SAYLES & CO L P	Increased	514,935(+0.0%)	$8.9M	0.0%	-0.64%	27
NORTHERN TRUST CORP	Decreased	496,822(-3.8%)	$8.6M	0.0%	+81.51%	0
SILVERCREST ASSET MANAGEMENT GROUP LLC	Unchanged	427,640	$7.4M	0.1%	-1.99%	0
UBS Group AG	Decreased	291,094(-10.3%)	$5M	0.0%	-4.00%	0
MILLENNIUM MANAGEMENT LLC	Increased	279,025(+1895.9%)	$4.8M	0.0%	+6.05%	43
SEI INVESTMENTS CO	Increased	243,063(+220.4%)	$4.2M	0.0%	+19.01%	43
Bank of New York Mellon Corp	Increased	234,334(+2.6%)	$4.1M	0.0%	+21.48%	27
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	181,033(+152.4%)	$3.1M	0.0%	+5.72%	43
CITADEL ADVISORS LLC	Decreased	175,998(-41.6%)	$3M	0.0%	-12.86%	0
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Decreased	165,640(-23.5%)	$2.9M	0.0%	+143.27%	0
FIRST TRUST ADVISORS LP	Decreased	147,352(-35.3%)	$2.5M	0.0%	-8.11%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	146,143(+38.8%)	$2.5M	0.0%	-4.63%	34
WELLS FARGO & COMPANY/MN	Increased	133,949(+48.4%)	$2.3M	0.0%	+3.47%	36
Invesco Ltd.	Increased	128,113(+13.8%)	$2.2M	0.0%	+0.26%	30
Swiss National Bank	Increased	126,300(+8.1%)	$2.2M	0.0%	+43.90%	28
JACOBS LEVY EQUITY MANAGEMENT, INC	Decreased	121,582(-37.9%)	$2.1M	0.0%	+22.35%	0
BARCLAYS PLC	Increased	96,903(+2.3%)	$1.7M	0.0%	+34.09%	26
JANE STREET GROUP, LLC	New	82,626	$1.4M	0.0%	+7.28%	35
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Increased	76,264(+17.0%)	$1.3M	0.0%	-4.96%	30
RHUMBLINE ADVISERS	Decreased	76,103(-12.6%)	$1.3M	0.0%	+81.29%	0
VOLORIDGE INVESTMENT MANAGEMENT, LLC	Decreased	76,033(-37.3%)	$1.3M	0.0%	-7.62%	0
Private Advisor Group, LLC	Increased	71,724(+0.4%)	$1.2M	0.0%	+63.35%	25
JPMORGAN CHASE & CO	Decreased	68,038(-71.4%)	$1.2M	0.0%	-13.89%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Increased	61,786(+5.5%)	$1.1M	0.0%	+61.35%	27
Neuberger Berman Group LLC	New	58,741	$1M	0.0%	+7.28%	35
Legal & General Group Plc	Decreased	53,921(-0.5%)	$932,834	0.0%	+42.88%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	51,466(-8.9%)	$890,362	0.0%	+5.11%	0
ALLIANCEBERNSTEIN L.P.	Decreased	50,090(-2.8%)	$866,557	0.0%	+95.40%	0
$DEUTSCHE BANK AG\$ DEUTSCHE BANK AG\	Decreased	45,260(-76.1%)	$782,998	0.0%	+2.96%	0
AQR CAPITAL MANAGEMENT LLC	Increased	42,840(+11.0%)	$741,137	0.0%	-3.46%	27
Creative Planning	Decreased	41,917(-19.3%)	$725,164	0.0%	-13.62%	0
MetLife Investment Management, LLC	Unchanged	36,814	$636,882	0.0%	+79.35%	0
Amundi	New	36,308	$628,128	0.0%	+7.28%	34
FEDERATED HERMES, INC.	New	32,700	$565,710	0.0%	+7.28%	34
Verition Fund Management LLC	Decreased	32,500(-6.3%)	$562,250	0.0%	-5.22%	0
D. E. Shaw & Co., Inc.	New	28,993	$501,579	0.0%	+7.28%	33
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Decreased	28,858(-0.1%)	$499,243	0.0%	+9.15%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	28,287(-3.1%)	$489,365	0.0%	+54.32%	0
Squarepoint Ops LLC	New	27,515	$476,010	0.0%	+7.28%	33
Quantinno Capital Management LP	Increased	24,224(+12.0%)	$419,080	0.0%	-11.07%	27
INTECH INVESTMENT MANAGEMENT LLC	Unchanged	22,932	$396,724	0.0%	-6.82%	0
JANUS HENDERSON GROUP PLC	Unchanged	22,594	$391,215	0.0%	+52.01%	0
ROYAL BANK OF CANADA	Decreased	21,337(-74.5%)	$369,000	0.0%	-11.02%	0
NEW YORK STATE COMMON RETIREMENT FUND	Decreased	21,055(-95.5%)	$364,252	0.0%	-3.38%	0
LPL Financial LLC	Increased	18,931(+17.0%)	$327,513	0.0%	+14.55%	27
Arizona State Retirement System	Decreased	17,766(-0.3%)	$307,352	0.0%	+80.00%	0
Police & Firemen's Retirement System of New Jersey	Unchanged	16,889	$292,180	0.0%	-16.94%	0
COMERICA BANK	Increased	16,554(+1794.0%)	$286,377	0.0%	+7.74%	38
Mariner, LLC	Decreased	16,224(-2.0%)	$280,676	0.0%	+98.88%	0
EGEngineers Gate Manager LP	Decreased	16,100(-34.9%)	$278,530	0.0%	-12.86%	0
ZKZurcher Kantonalbank (Zurich Cantonalbank)	Decreased	15,775(-23.0%)	$272,908	0.0%	+14.73%	0
Universal- Beteiligungs- und Servicegesellschaft mbH	Decreased	15,140(-66.0%)	$261,922	0.0%	+1.25%	0
KLP KAPITALFORVALTNING AS	Unchanged	14,200	$245,660	0.0%	-16.39%	0
BNP PARIBAS FINANCIAL MARKETS	Decreased	14,057(-64.0%)	$243,186	0.0%	-6.39%	0
$US BANCORP \DE\$ US BANCORP \DE\	Increased	13,454(+9.3%)	$232,754	0.0%	-1.66%	25
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Unchanged	12,190	$210,887	0.0%	+17.45%	0
COMMERCE BANK	Decreased	12,040(-1.0%)	$208,292	0.0%	+35.68%	0
ProShare Advisors LLC	Increased	11,366(+6.9%)	$196,632	0.0%	-17.24%	24
CAPTRUST FINANCIAL ADVISORS	Increased	11,114(+13.6%)	$192,276	0.0%	-10.85%	26
VOYA INVESTMENT MANAGEMENT LLC	Decreased	10,966(-10.7%)	$189,712	0.0%	+87.51%	0
Pictet Asset Management Holding SA	New	10,804	$186,909	0.0%	+7.28%	31
CITIGROUP INC	Decreased	10,679(-36.8%)	$184,747	0.0%	-19.84%	0
Man Group plc	Decreased	10,069(-82.4%)	$174,194	0.0%	-8.87%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	5,514(-15.0%)	$95,393	0.0%	+26.86%	0
LOS ANGELES CAPITAL MANAGEMENT LLC	New	2,378	$44,753	0.0%	+7.28%	28
ASSETMARK, INC	Unchanged	1,441	$24,929	0.0%	+34.43%	0
NISA INVESTMENT ADVISORS, LLC	Unchanged	695	$12,024	0.0%	+1.48%	0
OSAIC HOLDINGS, INC.	Decreased	590(-7.4%)	$10,206	0.0%	-5.56%	0
Optiver Holding B.V.	Increased	494(+1.2%)	$8,546	0.0%	-12.66%	11
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	145	$2,509	0.0%	+7.28%	19
FIFTH THIRD BANCORP	Decreased	64(-11.1%)	$1,107	0.0%	-3.67%	0
Farther Finance Advisors, LLC	Increased	61(+60.5%)	$1,055	0.0%	+16.04%	11
BROWN BROTHERS HARRIMAN & CO	New	60	$1,038	0.0%	+7.28%	17
PRICE T ROWE ASSOCIATES INC /MD/	Increased	36,300(+9.2%)	$628	0.0%	+10.96%	12
Allworth Financial LP	Increased	26(+52.9%)	$450	0.0%	-6.47%	11
MAI Capital Management	New	20	$346	0.0%	+7.28%	17
MATHER GROUP, LLC.	Exited	0(-100.0%)	$3,134	0.0%	-18.77%	0
XTX Topco Ltd	Exited	0(-100.0%)	$663,500	0.0%	-17.32%	0
Qube Research & Technologies Ltd	Exited	0(-100.0%)	$319,331	0.0%	-14.42%	0
SIMPLEX TRADING, LLC	Exited	0(-100.0%)	$94	0.0%	-18.77%	0
AVIVA PLC	Exited	0(-100.0%)	$465,522	0.0%	-18.77%	0
MACQUARIE GROUP LTD	Exited	0(-100.0%)	$22.4M	0.0%	-7.68%	0
TRTEACHER RETIREMENT SYSTEM OF TEXAS	Exited	0(-100.0%)	$223,669	0.0%	-11.90%	0
Calamos Advisors LLC	Exited	0(-100.0%)	$1.7M	0.0%	-18.77%	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$545,792	0.0%	+62.51%	0

PERELLA WEINBERG PARTNERS

Continue exploring