PERELLA WEINBERG PARTNERS (PWP) Top Institutional Shareholders

PERELLA WEINBERG PARTNERS (PWP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.31B in PWP holdings during the latest filing period.

Fmr Llc is currently the largest disclosed institutional shareholder of PWP tracked by InsiderSet, reporting ownership valued at approximately $182.40M in its March 31, 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 $160.50M, representing an estimated loss of -12.00% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed PWP value among the investors covered in this analysis. Major shareholders include Fmr Llc, Blackrock, Inc., William Blair Investment Management, Llc, 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

158

Total Reported Value

$1.31B

Largest Holder

Fmr Llc

Largest Position

$182.40M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

186

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Fmr Llc0.01%10,044,082$182,400,530$160,504,430-$21,896,100-12.00%
Blackrock, Inc.0.00%4,775,776$86,728,091$76,316,900-$10,411,191-12.00%
William Blair Investment Management, Llc0.24%4,076,313$74,025,844$65,139,482-$8,886,362-12.00%
Wellington Management Group Llp0.01%3,925,854$71,293,510$62,735,147-$8,558,363-12.00%
Nuveen, Llc0.01%2,975,457$54,034,299$47,547,803-$6,486,496-12.00%
Vanguard Capital Management Llc0.00%2,761,518$50,149,167$44,129,058-$6,020,109-12.00%
Adage Capital Partners Gp, L.L.C.0.07%2,611,858$47,431,341$41,737,491-$5,693,850-12.00%
Capital World Investors0.01%2,602,595$47,263,125$41,589,468-$5,673,657-12.00%
Boston Partners0.04%1,983,844$36,022,820$31,701,827-$4,320,993-12.00%
Ameriprise Financial Inc0.01%1,967,170$35,723,850$31,435,377-$4,288,473-12.00%
Westwood Holdings Group Inc0.26%1,958,252$35,561,856$31,292,867-$4,268,989-12.00%
Frontier Capital Management Co Llc0.35%1,867,595$33,915,534$29,844,168-$4,071,366-12.00%
Goldman Sachs Group Inc0.00%1,841,280$33,437,639$29,423,654-$4,013,985-12.00%
State Street Corp0.00%1,774,568$32,226,155$28,357,597-$3,868,558-12.00%
Geode Capital Management, Llc0.00%1,613,673$29,310,604$25,786,495-$3,524,109-12.02%
Walleye Capital Llc0.15%1,346,310$24,448,990$21,514,034-$2,934,956-12.00%
Franklin Resources Inc0.01%1,345,374$24,431,992$21,499,077-$2,932,915-12.00%
Bank Of America Corp0.00%1,316,482$23,907,314$21,037,382-$2,869,932-12.00%
Nomura Asset Management International Inc.0.04%1,249,136$22,684,000$19,961,193-$2,722,807-12.00%
Aristotle Capital Boston, Llc1.39%1,233,458$22,403,469$19,710,659-$2,692,810-12.02%
Wasatch Advisors Lp0.14%1,120,404$20,346,537$17,904,056-$2,442,481-12.00%
Emerald Advisers, Llc0.59%1,019,869$18,520,821$16,297,507-$2,223,314-12.00%
Royce & Associates Lp0.17%971,991$17,651,357$15,532,416-$2,118,941-12.00%
Schroder Investment Management Group0.01%989,788$17,311,392$15,816,812-$1,494,580-8.63%
Dimensional Fund Advisors Lp0.00%852,987$15,487,726$13,630,732-$1,856,994-11.99%
Russell Investments Group, Ltd.0.02%832,362$15,115,704$13,301,145-$1,814,559-12.00%
Basswood Capital Management, L.L.C.0.73%788,737$14,323,464$12,604,017-$1,719,447-12.00%
Rockefeller Capital Management L.P.0.02%688,299$12,499,518$10,999,018-$1,500,500-12.00%
Raymond James Financial Inc0.00%676,360$11,858,041$10,808,233-$1,049,808-8.85%
Emerald Mutual Fund Advisers Trust0.55%621,774$11,291,416$9,935,949-$1,355,467-12.00%
First Eagle U.S. ValueJean-Marie Eveillard0.01%615,057$11,169,436$9,828,611-$1,340,825-12.00%
Sei Investments Co0.01%610,588$11,088,315$9,757,196-$1,331,119-12.00%
Ceredex Value Advisors Llc0.33%580,900$10,549,144$9,282,782-$1,266,362-12.00%
Charles Schwab Investment Management Inc0.00%553,135$10,044,932$8,839,097-$1,205,835-12.00%
Northern Trust Corp0.00%535,802$9,730,165$8,562,116-$1,168,049-12.00%
Vanguard Portfolio Management Llc0.00%498,888$9,059,806$7,972,230-$1,087,576-12.00%
Loomis Sayles & Co L P0.01%476,589$8,654,856$7,615,892-$1,038,964-12.00%
Silvercrest Asset Management Group Llc0.06%463,433$8,415,943$7,405,659-$1,010,284-12.00%
Vanguard Fiduciary Trust Co0.00%460,284$8,358,757$7,355,338-$1,003,419-12.00%
State Of Wisconsin Investment Board0.02%445,695$8,093,821$7,122,206-$971,615-12.00%
Grandeur Peak Global Advisors, Llc1.80%423,510$7,690,942$6,767,690-$923,252-12.00%
Morgan Stanley0.00%369,589$6,711,750$5,906,032-$805,718-12.00%
Ranger Investment Management, L.P.0.48%367,855$6,680,247$5,878,323-$801,924-12.00%
Marshall Wace, Llp0.01%316,929$5,755,431$5,064,525-$690,906-12.00%
Pier Capital, Llc0.78%260,184$4,724,941$4,157,740-$567,201-12.00%
Bank Of New York Mellon Corp0.00%237,570$4,314,274$3,796,369-$517,905-12.00%
Ubs Group Ag0.00%228,288$4,145,709$3,648,042-$497,667-12.00%
Aqr Capital Management Llc0.00%154,497$2,805,669$2,468,862-$336,807-12.00%
Envestnet Asset Management Inc0.00%147,039$2,670,233$2,349,683-$320,550-12.00%
J. Goldman & Co Lp0.12%145,619$2,644,441$2,326,992-$317,449-12.00%

Frequently asked questions about PWP

  • Who owns the most PWP stock?

    The largest holders of PWP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PERELLA WEINBERG PARTNERS (PWP).

  • Is PWP widely held by superinvestors?

    Many widely followed stocks like PWP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PWP is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.