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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Algert Global Llc | Sell | -75,740 | -62.2% | 45,986 | $835.11K | Q1 2026 | Aug 11, 2026 |
| Wells Fargo & Company/Mn | Sell | -41,553 | -31.0% | 92,396 | $1.68M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Buy | +386,473 | +41.6% | 1,316,482 | $23.91M | Q1 2026 | May 18, 2026 |
| California State Teachers Retirement System | Buy | +24,578 | +39.8% | 86,364 | $1.57M | Q1 2026 | May 18, 2026 |
| Amundi | Sell | -22,703 | -62.5% | 13,605 | $247.07K | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Sell | -767,676 | -67.5% | 369,589 | $6.71M | Q1 2026 | May 15, 2026 |
| Aristotle Capital Boston, Llc | Buy | +745,994 | +153.0% | 1,233,458 | $22.40M | Q1 2026 | May 15, 2026 |
| Frontier Capital Management Co Llc | Buy | +646,762 | +53.0% | 1,867,595 | $33.92M | Q1 2026 | May 15, 2026 |
| Nomura Asset Management International Inc. | Buy | +336,406 | +36.9% | 1,249,136 | $22.68M | Q1 2026 | May 15, 2026 |
| Marshall Wace, Llp | Buy | +316,929 | — | 316,929 | $5.76M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +305,602 | +19.9% | 1,841,280 | $33.44M | Q1 2026 | May 15, 2026 |
| Basswood Capital Management, L.L.C. | Sell | -296,248 | -27.3% | 788,737 | $14.32M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +244,822 | +2.5% | 10,044,082 | $182.40M | Q1 2026 | May 15, 2026 |
| Grandeur Peak Global Advisors, Llc | Sell | -235,260 | -35.7% | 423,510 | $7.69M | Q1 2026 | May 15, 2026 |
| Wellington Management Group Llp | Buy | +167,995 | +4.5% | 3,925,854 | $71.29M | Q1 2026 | May 15, 2026 |
| J. Goldman & Co Lp | Buy | +145,619 | — | 145,619 | $2.64M | Q1 2026 | May 15, 2026 |
| State Of Wisconsin Investment Board | Sell | -143,362 | -24.3% | 445,695 | $8.09M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -131,307 | -74.6% | 44,691 | $811.59K | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Buy | +111,657 | +260.6% | 154,497 | $2.81M | Q1 2026 | May 15, 2026 |
| Geode Capital Management, Llc | Buy | +101,687 | +6.7% | 1,613,673 | $29.31M | Q1 2026 | May 15, 2026 |
| Westwood Holdings Group Inc | Sell | -66,653 | -3.3% | 1,958,252 | $35.56M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +38,676 | +75.1% | 90,142 | $1.64M | Q1 2026 | May 15, 2026 |
| Vident Advisory, Llc | Buy | +36,428 | — | 36,428 | $661.53K | Q1 2026 | May 15, 2026 |
| Silvercrest Asset Management Group Llc | Buy | +35,793 | +8.4% | 463,433 | $8.42M | Q1 2026 | May 15, 2026 |
| Adage Capital Partners Gp, L.L.C. | Buy | +31,287 | +1.2% | 2,611,858 | $47.43M | Q1 2026 | May 15, 2026 |
| State Street Corp | Sell | -23,734 | -1.3% | 1,774,568 | $32.23M | Q1 2026 | May 15, 2026 |
| Voleon Capital Management Lp | Buy | +22,823 | — | 22,823 | $414.47K | Q1 2026 | May 15, 2026 |
| Dark Forest Capital Management Lp | Buy | +22,639 | — | 22,639 | $411.12K | Q1 2026 | May 15, 2026 |
| Ieq Capital, Llc | Buy | +16,622 | — | 16,622 | $301.86K | Q1 2026 | May 15, 2026 |
| Barclays Plc | Sell | -14,590 | -15.1% | 82,313 | $1.49M | Q1 2026 | May 15, 2026 |
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.
Related PWP Institutional Insights
- PWP Overview
- PWP 13F Institutional Holders
- PWP Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PWP Insider Trading & SEC Form 4 Activity
- PWP Articles
- Top Institutional Investor Stock Rankings