PERELLA WEINBERG PARTNERS PWP
$16.47
+2.1% 52w: $14.71 – $24.26
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data14.7119.4924.26
Jun 20, 2025 Jul 2, 2026
Institutional holders
163
-7 QoQ
13F value
$1.35B
+13.9% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
puts only
— calls / $7K puts
Institutional value by quarter
Number of holders
Who owns PWP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 10.0M | $182.4M | 0.0% | +2.5% |
| BlackRock, Inc. | Index provider | 4.8M | $86.7M | 0.0% | +0.6% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Other | 4.1M | $74.0M | 0.2% | +3.3% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 3.9M | $71.3M | 0.0% | +4.5% |
| Nuveen, LLC | Diversified mechanical | 3.0M | $54.0M | 0.0% | +4.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 2.8M | $50.1M | 0.0% | — |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Other | 2.6M | $47.4M | 0.1% | +1.2% |
| Capital World Investors | Long only active | 2.6M | $47.3M | 0.0% | New |
| Boston Partners | Other | 2.0M | $36.0M | 0.0% | +43.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.0M | $35.7M | 0.0% | +23.3% |
| WESTWOOD HOLDINGS GROUP INC | Other | 2.0M | $35.6M | 0.3% | -3.3% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Other | 1.9M | $33.9M | 0.3% | +53.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.8M | $33.4M | 0.0% | +19.9% |
| STATE STREET CORP | Index provider | 1.8M | $32.2M | 0.0% | -1.3% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.6M | $29.3M | 0.0% | +6.7% |
| Walleye Capital LLC | Multistrat pod | 1.3M | $24.4M | 0.2% | -8.2% |
| FRANKLIN RESOURCES INC | Long only active | 1.3M | $24.4M | 0.0% | +2.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.3M | $23.9M | 0.0% | +41.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.3M | $22.9M | 0.0% | -3.7% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 1.2M | $22.7M | 0.0% | +36.9% |
| Aristotle Capital Boston, LLC | Other | 1.2M | $22.4M | 1.4% | +153.0% |
| WASATCH ADVISORS LP | Other | 1.1M | $20.3M | 0.1% | -3.6% |
| GW&K Investment Management, LLC | Other | 1.1M | $19.1M | 0.2% | +32.2% |
| EMERALD ADVISERS, LLC | Other | 1.0M | $18.5M | 0.6% | +3.2% |
| ROYCE & ASSOCIATES LP | Other | 972.0K | $17.7M | 0.2% | +4.2% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 989.8K | $17.3M | 0.0% | -0.4% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 853.0K | $15.5M | 0.0% | +45.8% |
| Russell Investments Group, Ltd. | Diversified mechanical | 832.4K | $15.1M | 0.0% | +15.3% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | Other | 788.7K | $14.3M | 0.7% | -27.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 688.3K | $12.5M | 0.0% | -1.1% |
| EMERALD MUTUAL FUND ADVISERS TRUST | Other | 621.8K | $11.3M | 0.5% | +14.9% |
| First Eagle Investment Management, LLC | Other | 615.1K | $11.2M | 0.0% | +5.3% |
| SEI INVESTMENTS CO | Diversified mechanical | 610.6K | $11.1M | 0.0% | +151.2% |
| Ceredex Value Advisors LLC | Other | 580.9K | $10.5M | 0.3% | -3.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 553.1K | $10.0M | 0.0% | +2.2% |
| NORTHERN TRUST CORP | Index provider | 535.8K | $9.7M | 0.0% | +7.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 498.9K | $9.1M | 0.0% | — |
| LOOMIS SAYLES & CO L P | Other | 476.6K | $8.7M | 0.0% | -7.4% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Other | 463.4K | $8.4M | 0.1% | +8.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 460.3K | $8.4M | 0.0% | — |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 445.7K | $8.1M | 0.0% | -24.3% |
| Grandeur Peak Global Advisors, LLC ★2 | Fundamental diversified | 423.5K | $7.7M | 1.8% | -35.7% |
| MORGAN STANLEY | Bank broker | 369.6K | $6.7M | 0.0% | -67.5% |
| Ranger Investment Management, L.P. | Other | 367.9K | $6.7M | 0.5% | -0.4% |
| MARSHALL WACE, LLP | Quant stat arb | 316.9K | $5.8M | 0.0% | New |
| Pier Capital, LLC | Other | 260.2K | $4.7M | 0.8% | -1.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 237.6K | $4.3M | 0.0% | +1.4% |
| UBS Group AG | Bank broker | 228.3K | $4.1M | 0.0% | -21.6% |
| Ancora Advisors LLC | Diversified mechanical | 208.3K | $3.8M | 0.1% | Held |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 154.5K | $2.8M | 0.0% | +260.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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