PERELLA WEINBERG PARTNERS (PWP) Institutional Ownership Changes & 13F Activity

PERELLA WEINBERG PARTNERS (PWP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Aristotle Capital Boston, Llc, Frontier Capital Management Co Llc, Bank Of America Corp, and Nomura Asset Management International Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Algert Global LlcSell-75,740-62.2%45,986$835.11KQ1 2026Aug 11, 2026
Wells Fargo & Company/MnSell-41,553-31.0%92,396$1.68MQ1 2026Jul 08, 2026
Bank Of America CorpBuy+386,473+41.6%1,316,482$23.91MQ1 2026May 18, 2026
California State Teachers Retirement SystemBuy+24,578+39.8%86,364$1.57MQ1 2026May 18, 2026
AmundiSell-22,703-62.5%13,605$247.07KQ1 2026May 18, 2026
Morgan StanleySell-767,676-67.5%369,589$6.71MQ1 2026May 15, 2026
Aristotle Capital Boston, LlcBuy+745,994+153.0%1,233,458$22.40MQ1 2026May 15, 2026
Frontier Capital Management Co LlcBuy+646,762+53.0%1,867,595$33.92MQ1 2026May 15, 2026
Nomura Asset Management International Inc.Buy+336,406+36.9%1,249,136$22.68MQ1 2026May 15, 2026
Marshall Wace, LlpBuy+316,929—316,929$5.76MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+305,602+19.9%1,841,280$33.44MQ1 2026May 15, 2026
Basswood Capital Management, L.L.C.Sell-296,248-27.3%788,737$14.32MQ1 2026May 15, 2026
Fmr LlcBuy+244,822+2.5%10,044,082$182.40MQ1 2026May 15, 2026
Grandeur Peak Global Advisors, LlcSell-235,260-35.7%423,510$7.69MQ1 2026May 15, 2026
Wellington Management Group LlpBuy+167,995+4.5%3,925,854$71.29MQ1 2026May 15, 2026
J. Goldman & Co LpBuy+145,619—145,619$2.64MQ1 2026May 15, 2026
State Of Wisconsin Investment BoardSell-143,362-24.3%445,695$8.09MQ1 2026May 15, 2026
Citadel Advisors LlcSell-131,307-74.6%44,691$811.59KQ1 2026May 15, 2026
Aqr Capital Management LlcBuy+111,657+260.6%154,497$2.81MQ1 2026May 15, 2026
Geode Capital Management, LlcBuy+101,687+6.7%1,613,673$29.31MQ1 2026May 15, 2026
Westwood Holdings Group IncSell-66,653-3.3%1,958,252$35.56MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+38,676+75.1%90,142$1.64MQ1 2026May 15, 2026
Vident Advisory, LlcBuy+36,428—36,428$661.53KQ1 2026May 15, 2026
Silvercrest Asset Management Group LlcBuy+35,793+8.4%463,433$8.42MQ1 2026May 15, 2026
Adage Capital Partners Gp, L.L.C.Buy+31,287+1.2%2,611,858$47.43MQ1 2026May 15, 2026
State Street CorpSell-23,734-1.3%1,774,568$32.23MQ1 2026May 15, 2026
Voleon Capital Management LpBuy+22,823—22,823$414.47KQ1 2026May 15, 2026
Dark Forest Capital Management LpBuy+22,639—22,639$411.12KQ1 2026May 15, 2026
Ieq Capital, LlcBuy+16,622—16,622$301.86KQ1 2026May 15, 2026
Barclays PlcSell-14,590-15.1%82,313$1.49MQ1 2026May 15, 2026
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Frequently asked questions about PWP activity

  • Which institutional owners are buying PWP?

    Institutional owners buying PWP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PWP activity?

    "Buy" means an investor increased their reported position in PWP compared to the prior reporting period. This reflects growing exposure to PERELLA WEINBERG PARTNERS (PWP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PWP increasing?

    Institutional interest in PWP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.