PWP Institutional Ownership & Shareholders
PERELLA WEINBERG PARTNERS (PWP) is currently held by 164 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.25B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of PWP tracked by InsiderSet, reporting ownership valued at approximately $157.96M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $143.21M, representing an estimated loss of -9.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed PWP value among the investors covered in this analysis. Major shareholders include Fmr Llc, Blackrock, Inc., Wellington Management Group Llp, and several other long-term asset managers with concentrated positions in PERELLA WEINBERG PARTNERS (PWP).
This page ranks the largest institutional PWP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
164
Total Reported Value
$1.25B
Largest Holder
Fmr Llc
Largest Position
$157.96M
Insider Transactions (90d)
13
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.01% | 9,897,191 | $157,959,168 | $143,212,354 | -$14,746,814 | -9.34% | |
| Blackrock, Inc. | 0.00% | 5,465,698 | $87,232,538 | $79,088,650 | -$8,143,888 | -9.34% | |
| Wellington Management Group Llp | 0.01% | 5,189,199 | $82,819,617 | $75,087,710 | -$7,731,907 | -9.34% | |
| William Blair Investment Management, Llc | 0.21% | 4,390,541 | $70,073,034 | $63,531,128 | -$6,541,906 | -9.34% | |
| Nuveen, Llc | 0.01% | 3,601,078 | $57,473,206 | $52,107,599 | -$5,365,607 | -9.34% | |
| Adage Capital Partners Gp, L.L.C. | 0.07% | 3,311,618 | $52,853,423 | $47,919,112 | -$4,934,311 | -9.34% | |
| Vanguard Capital Management Llc | 0.00% | 3,032,455 | $48,397,982 | $43,879,624 | -$4,518,358 | -9.34% | |
| Capital World Investors | 0.01% | 2,675,588 | $42,702,384 | $38,715,758 | -$3,986,626 | -9.34% | |
| Nomura Asset Management International Inc. | 0.06% | 2,549,221 | $40,686,000 | $36,887,228 | -$3,798,772 | -9.34% | |
| Boston Partners | 0.04% | 2,543,113 | $40,582,990 | $36,798,845 | -$3,784,145 | -9.32% | |
| Ameriprise Financial Inc | 0.01% | 2,268,931 | $36,212,184 | $32,831,432 | -$3,380,752 | -9.34% | |
| State Street Corp | 0.00% | 2,038,898 | $32,540,812 | $29,502,854 | -$3,037,958 | -9.34% | |
| Westwood Holdings Group Inc | 0.22% | 1,860,521 | $29,693,915 | $26,921,739 | -$2,772,176 | -9.34% | |
| Geode Capital Management, Llc | 0.00% | 1,825,865 | $29,146,807 | $26,420,267 | -$2,726,540 | -9.35% | |
| Goldman Sachs Group Inc | 0.00% | 1,765,887 | $28,183,552 | $25,552,385 | -$2,631,167 | -9.34% | |
| Frontier Capital Management Co Llc | 0.24% | 1,624,195 | $25,922,152 | $23,502,102 | -$2,420,050 | -9.34% | |
| Bank Of America Corp | 0.00% | 1,515,078 | $24,180,645 | $21,923,179 | -$2,257,466 | -9.34% | |
| Royce & Associates Lp | 0.18% | 1,393,188 | $22,235,280 | $20,159,430 | -$2,075,850 | -9.34% | |
| Gw&K Investment Management, Llc | 0.16% | 1,291,081 | $20,606,000 | $18,681,942 | -$1,924,058 | -9.34% | |
| Aristotle Capital Boston, Llc | 1.23% | 1,152,220 | $18,389,434 | $16,672,623 | -$1,716,811 | -9.34% | |
| Schroder Investment Management Group | 0.01% | 1,128,125 | $17,395,688 | $16,323,969 | -$1,071,719 | -6.16% | |
| Dimensional Fund Advisors Lp | 0.00% | 981,178 | $15,657,572 | $14,197,646 | -$1,459,926 | -9.32% | |
| Walleye Capital Llc | 0.07% | 960,597 | $15,331,128 | $13,899,839 | -$1,431,289 | -9.34% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.02% | 901,189 | $14,382,977 | $13,040,205 | -$1,342,772 | -9.34% |
| Russell Investments Group, Ltd. | 0.01% | 830,393 | $13,253,072 | $12,015,787 | -$1,237,285 | -9.34% | |
| Basswood Capital Management, L.L.C. | 0.54% | 788,737 | $12,588,243 | $11,413,024 | -$1,175,219 | -9.34% | |
| Point72 Asset Management, L.P. | 0.02% | 724,159 | $11,557,578 | $10,478,581 | -$1,078,997 | -9.34% | |
| Raymond James Financial Inc | 0.00% | 672,666 | $10,735,750 | $9,733,477 | -$1,002,273 | -9.34% | |
| Rockefeller Capital Management L.P. | 0.02% | 664,754 | $10,609,490 | $9,618,990 | -$990,500 | -9.34% | |
| Balyasny Asset Management L.P. | 0.02% | 654,989 | $10,453,624 | $9,477,691 | -$975,933 | -9.34% | |
| Marshall Wace, Llp | 0.01% | 644,227 | $10,281,862 | $9,321,965 | -$959,897 | -9.34% | |
| Northern Trust Corp | 0.00% | 599,347 | $9,565,578 | $8,672,551 | -$893,027 | -9.34% | |
| Vanguard Portfolio Management Llc | 0.00% | 594,798 | $9,492,976 | $8,606,727 | -$886,249 | -9.34% | |
| Charles Schwab Investment Management Inc | 0.00% | 592,558 | $9,457,226 | $8,574,314 | -$882,912 | -9.34% | |
| Ceredex Value Advisors Llc | 0.25% | 567,000 | $9,049,320 | $8,204,490 | -$844,830 | -9.34% | |
| Vanguard Fiduciary Trust Co | 0.00% | 508,971 | $8,123,177 | $7,364,810 | -$758,367 | -9.34% | |
| Sei Investments Co | 0.01% | 481,233 | $7,680,486 | $6,963,442 | -$717,044 | -9.34% | |
| Loomis Sayles & Co L P | 0.01% | 474,830 | $7,578,286 | $6,870,790 | -$707,496 | -9.34% | |
| Silvercrest Asset Management Group Llc | 0.05% | 441,460 | $7,045,702 | $6,387,926 | -$657,776 | -9.34% | |
| State Of Wisconsin Investment Board | 0.01% | 405,042 | $6,464,470 | $5,860,958 | -$603,512 | -9.34% | |
| Wasatch Advisors Lp | 0.04% | 342,527 | $5,586,615 | $4,956,366 | -$630,249 | -11.28% | |
| Ranger Investment Management, L.P. | 0.33% | 321,985 | $5,138,881 | $4,659,123 | -$479,758 | -9.34% | |
| Morgan Stanley | 0.00% | 319,422 | $5,097,982 | $4,622,036 | -$475,946 | -9.34% | |
| Bank Of New York Mellon Corp | 0.00% | 269,446 | $4,300,358 | $3,898,884 | -$401,474 | -9.34% | |
| Ubs Group Ag | 0.00% | 197,295 | $3,148,828 | $2,854,859 | -$293,969 | -9.34% | |
| First Trust Advisors Lp | 0.00% | 154,943 | $2,472,890 | $2,242,025 | -$230,865 | -9.34% | |
| Envestnet Asset Management Inc | 0.00% | 148,012 | $2,362,269 | $2,141,734 | -$220,535 | -9.34% | |
| Teachers Retirement System Of The State Of Kentucky | 0.02% | 140,697 | $2,246,000 | $2,035,886 | -$210,114 | -9.36% | |
| Swiss National Bank | 0.00% | 134,500 | $2,146,620 | $1,946,215 | -$200,405 | -9.34% | |
| Wesbanco Bank Inc | 0.05% | 124,000 | $1,979,040 | $1,794,280 | -$184,760 | -9.34% |
Frequently asked questions about PWP
Who are the largest institutional holders of PWP?
The largest institutional holders of PWP reported in the latest SEC Form 13F filings include Fmr Llc, Blackrock, Inc., Wellington Management Group Llp, William Blair Investment Management, Llc, and Nuveen, Llc. InsiderSet ranks institutional holders by their latest reported PWP position.
What is PWP institutional ownership?
This page tracks PWP positions reported by institutional investment managers through SEC Form 13F. PERELLA WEINBERG PARTNERS (PWP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PWP?
InsiderSet currently tracks 164 institutional managers reporting PWP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PWP shareholders.
How much PWP stock do institutions own?
Institutional investment managers disclosed approximately $1.25B in PWP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PWP institutional ownership last updated?
The latest PWP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PWP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PWP position after the reporting date.
Are institutions buying or selling PWP?
Institutional buying and selling can be analyzed by comparing PWP positions across consecutive 13F reporting periods. InsiderSet's PWP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PWP ownership changes.
How has PWP institutional ownership changed over time?
InsiderSet tracks PWP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.