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Perella Weinberg Partners (PWP) Institutional Ownership

Perella Weinberg Partners logo
$25.82 -0.25 (-0.96%)
Closing price 01/31/2025 04:00 PM Eastern
Extended Trading
$25.82 0.00 (0.00%)
As of 01/31/2025 05:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Perella Weinberg Partners (NASDAQ:PWP)

Current
Institutional Ownership
Percentage
41.07%
Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$189.50M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$49.37M
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PWP Institutional Buying and Selling by Quarter

Perella Weinberg Partners Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/31/2025New York State Common Retirement Fund169,027$4.03M0.0%+952.8%0.192%
1/31/2025Venturi Wealth Management LLC2,689$64K0.0%N/A0.003%
1/30/2025 Rhumbline Advisers70,861$1.69M0.0%+1.2%0.080%
1/28/2025 Kingsview Wealth Management LLC96,184$2.29M0.0%N/A0.109%
1/24/2025 Calamos Advisors LLC93,601$2.23M0.0%N/A0.106%
1/17/2025 SG Americas Securities LLC26,396$629K0.0%+25.6%0.030%
1/10/2025 Harbor Capital Advisors Inc.49,215$1.17M0.1%-1.0%0.056%
1/6/2025 Kings Path Partners LLC22,425$535K0.2%N/A0.025%
12/26/2024JPMorgan Chase & Co.435,922$8.42M0.0%+49.4%0.494%
11/16/2024Geode Capital Management LLC1,257,620$24.29M0.0%+2.8%1.465%
11/15/2024Barclays PLC186,387$3.60M0.0%+0.8%0.211%
11/15/2024Y Intercept Hong Kong Ltd11,083$214K0.0%N/A0.013%
11/15/2024Wellington Management Group LLP1,157,605$22.35M0.0%+200.0%1.349%
11/15/2024State Street Corp1,379,418$26.64M0.0%+4.5%1.607%
11/15/2024Jacobs Levy Equity Management Inc.570,719$11.02M0.0%+175.2%0.665%
11/15/2024Hotchkis & Wiley Capital Management LLC899,470$17.37M0.1%-26.5%1.048%
11/15/2024Azora Capital LP2,411,042$46.56M2.5%+4.8%2.809%
11/15/2024Basswood Capital Management L.L.C.1,100,619$21.25M1.1%-7.1%1.282%
11/14/2024Wasatch Advisors LP1,483,429$28.65M0.1%+13.3%1.728%
11/14/2024PDT Partners LLC10,900$210K0.0%N/A0.013%
11/14/2024Verition Fund Management LLC17,253$333K0.0%N/A0.020%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC75,841$1.46M0.0%-5.7%0.088%
11/14/2024PEAK6 Investments LLC65,768$1.27M0.0%+96.8%0.077%
11/13/2024Quantbot Technologies LP37,516$724K0.0%+358.4%0.044%
11/13/2024FMR LLC7,880,354$152.17M0.0%-0.1%9.180%
11/13/2024The Manufacturers Life Insurance Company19,718$381K0.0%-2.2%0.023%
11/13/2024Dynamic Technology Lab Private Ltd20,180$389K0.0%N/A0.024%
11/12/2024Wescott Financial Advisory Group LLC34,939$675K0.1%-62.4%0.041%
11/12/2024Algert Global LLC158,646$3.06M0.1%+7.2%0.185%
11/12/2024Eagle Asset Management Inc.756,540$14.61M0.1%+32.1%0.881%
11/12/2024Charles Schwab Investment Management Inc.434,005$8.38M0.0%+197.6%0.506%
11/9/2024Intech Investment Management LLC10,204$197K0.0%N/A0.012%
11/8/2024Commerce Bank13,065$252K0.0%-3.1%0.015%
11/6/2024Royce & Associates LP1,179,111$22.77M0.2%+14.3%1.374%
10/29/2024 Harbor Capital Advisors Inc.49,728$960K0.0%+72.6%0.058%
10/29/2024Ceredex Value Advisors LLC371,019$7.16M0.1%-26.3%0.432%
10/28/2024US Bancorp DE16,856$325K0.0%N/A0.020%
10/23/2024Riverwater Partners LLC28,279$552K0.3%-4.6%0.030%
10/3/2024 SG Americas Securities LLC21,022$406K0.0%N/A0.022%
9/4/2024Ghisallo Capital Management LLC25,000$406K0.0%-50.0%0.027%
Elon’s Chosen Ones (Ad)

Millions of Federal employees just got put on notice... In a single sweeping move, President Trump just offered to pay eight months' salary to any Federal worker who voluntarily quits. But according to one Boston-based think tank, who has consulted with the Pentagon, US Army, Harvard and who's work has been followed by many of the world's biggest banks...

It's likely just the start of a MUCH more radical move.
8/20/2024Nantahala Capital Management LLC265,474$4.31M0.3%+166.1%0.282%
8/16/2024Algert Global LLC148,025$2.41M0.1%+18.9%0.157%
8/15/2024The Manufacturers Life Insurance Company20,167$328K0.0%+30.4%0.021%
8/15/2024Millennium Management LLC1,723,785$28.01M0.0%+2,883.9%1.830%
8/15/2024Deprince Race & Zollo Inc.173,704$2.82M0.1%-62.8%0.184%
8/14/2024Wescott Financial Advisory Group LLC92,860$1.51M0.2%N/A0.099%
8/14/2024Interval Partners LP225,026$3.66M0.1%+142.9%0.239%
8/13/2024Westwood Holdings Group Inc.2,197,867$35.72M0.2%N/A2.333%
8/13/2024Sei Investments Co.80,146$1.30M0.0%-4.3%0.085%
8/12/2024First Eagle Investment Management LLC426,078$6.92M0.0%+50.5%0.452%
8/12/2024Hsbc Holdings PLC18,430$296K0.0%-64.8%0.020%
8/9/2024Renaissance Technologies LLC322,600$5.24M0.0%-5.5%0.342%
8/9/2024Dimensional Fund Advisors LP231,729$3.77M0.0%-33.3%0.246%
8/8/2024Oppenheimer Asset Management Inc.16,709$272K0.0%+17.9%0.018%
8/8/2024William Blair Investment Management LLC1,242,939$20.20M0.1%N/A1.319%
8/5/2024Arizona State Retirement System13,020$212K0.0%+15.3%0.014%
8/1/2024 Rhumbline Advisers70,867$1.15M0.0%+26.8%0.075%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank9,763$159K0.0%+122.7%0.010%
7/26/2024Bank of New York Mellon Corp166,998$2.71M0.0%+39.1%0.177%
7/25/2024Ceredex Value Advisors LLC503,266$8.18M0.2%-12.8%0.534%
7/19/2024Riverwater Partners LLC29,635$482K0.4%-10.6%0.031%
7/9/2024 Harbor Capital Advisors Inc.28,805$468K0.0%+270.2%0.031%
5/28/2024Boston Partners534,968$7.57M0.0%+247.7%0.568%
5/16/2024California State Teachers Retirement System45,448$642K0.0%+6.0%0.048%
5/16/2024Ancora Advisors LLC280,909$3.97M0.1%-1.7%0.298%
5/16/2024Grandeur Peak Global Advisors LLC521,712$7.37M0.6%+3.1%0.554%
5/16/2024Interval Partners LP92,637$1.31M0.0%N/A0.098%
5/16/2024Jacobs Levy Equity Management Inc.354,326$5.01M0.0%+21.2%0.376%
5/16/2024Janus Henderson Group PLC90,715$1.28M0.0%+160.3%0.096%
5/15/2024Price T Rowe Associates Inc. MD12,306$174K0.0%+16.6%0.013%
5/15/2024Quadrature Capital Ltd11,145$157K0.0%-17.5%0.012%
5/10/2024Vanguard Group Inc.2,491,989$35.21M0.0%+6.7%2.887%
5/9/2024First Eagle Investment Management LLC283,178$4.00M0.0%+13.3%0.328%
5/8/2024 Bleakley Financial Group LLC22,502$318K0.0%+21.2%0.026%
5/8/2024Russell Investments Group Ltd.1,114,240$15.74M0.0%+17.5%1.291%
5/7/2024Sei Investments Co.83,735$1.18M0.0%+9.4%0.097%
5/7/2024Swiss National Bank90,400$1.28M0.0%+13.4%0.105%
4/30/2024 Allspring Global Investments Holdings LLC15,212$215K0.0%+27.0%0.018%
4/24/2024Simplicity Wealth LLC22,483$318K0.0%N/A0.026%
4/18/2024Wasatch Advisors LP1,442,576$20.38M0.1%+113.0%1.671%
4/18/2024 Allspring Global Investments Holdings LLC15,212$215K0.0%+27.0%0.018%
3/25/2024Quadrature Capital Ltd13,504$165K0.0%N/A0.016%
3/5/2024Wellington Management Group LLP732,316$8.79M0.0%-65.4%0.848%
2/14/2024Hotchkis & Wiley Capital Management LLC2,032,470$24.86M0.1%-1.1%2.359%
2/14/2024Wasatch Advisors LP677,115$8.28M0.0%N/A0.786%
2/14/2024Azora Capital LP426,963$5.22M0.4%+55.4%0.496%
2/14/2024Basswood Capital Management L.L.C.841,307$10.29M0.7%+18.4%0.977%
2/14/2024Schroder Investment Management Group2,160,721$26.43M0.0%-5.8%2.508%
2/12/2024Olympiad Research LP15,932$195K0.2%N/A0.018%
2/9/2024Quest Partners LLC29,759$364K0.1%N/A0.035%
Elon’s Chosen Ones (Ad)

Millions of Federal employees just got put on notice... In a single sweeping move, President Trump just offered to pay eight months' salary to any Federal worker who voluntarily quits. But according to one Boston-based think tank, who has consulted with the Pentagon, US Army, Harvard and who's work has been followed by many of the world's biggest banks...

It's likely just the start of a MUCH more radical move.
2/9/2024Trexquant Investment LP49,723$608K0.0%N/A0.058%
2/8/2024First Eagle Investment Management LLC249,878$3.06M0.0%+34.1%0.290%
2/7/2024Boston Partners153,877$1.88M0.0%-55.4%0.179%
2/6/2024Private Advisor Group LLC72,728$889K0.0%+2.5%0.084%
2/6/2024Swiss National Bank79,700$975K0.0%-9.2%0.093%
2/5/2024Russell Investments Group Ltd.948,072$11.60M0.0%-37.7%1.100%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank10,681$131K0.0%+21.0%0.012%
1/29/2024Simplicity Solutions LLC18,572$227K0.0%+15.1%0.022%
1/25/2024 Allspring Global Investments Holdings LLC11,975$146K0.0%-44.4%0.014%
1/25/2024 Bleakley Financial Group LLC18,572$227K0.0%+15.1%0.022%
(Data available from 1/1/2016 forward)

PWP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWP shares?

During the previous two years, 87 institutional investors and hedge funds held shares of Perella Weinberg Partners. The most heavily invested institutionals were FMR LLC ($152.17M), Azora Capital LP ($46.56M), Westwood Holdings Group Inc. ($35.72M), Vanguard Group Inc. ($35.21M), Adage Capital Partners GP L.L.C. ($28.69M), Wasatch Advisors LP ($28.65M), and Millennium Management LLC ($28.01M).Learn more on PWP's institutional investors.

What percentage of Perella Weinberg Partners stock is owned by institutional investors?

41.07% of Perella Weinberg Partners stock is owned by institutional investors. Learn more on PWP's institutional investor holdings.

Which institutional investors have been buying Perella Weinberg Partners stock?

Of the 76 institutional investors that purchased Perella Weinberg Partners stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Westwood Holdings Group Inc. ($2.20M), Millennium Management LLC ($1.67M), Wasatch Advisors LP ($1.62M), Russell Investments Group Ltd. ($1.40M), William Blair Investment Management LLC ($1.24M), Basswood Capital Management L.L.C. ($972.72K), and Ceredex Value Advisors LLC ($872.10K).

How much institutional buying is happening at Perella Weinberg Partners?

Institutional investors have bought a total of 17,281,466 shares in the last 24 months. This purchase volume represents approximately $241.21M in transactions.

Which Perella Weinberg Partners major shareholders have been selling company stock?

Of the 36 institutional investors that sold Perella Weinberg Partners stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($2.08M), Russell Investments Group Ltd. ($589.05K), Schonfeld Strategic Advisors LLC ($522.82K), Boston Partners ($478.90K), Hotchkis & Wiley Capital Management LLC ($347.22K), Ceredex Value Advisors LLC ($303.84K), and Deprince Race & Zollo Inc. ($293.26K).

How much institutional selling is happening at Perella Weinberg Partners?

Institutional investors have sold a total of 5,847,516 shares in the last 24 months. This volume of shares sold represents approximately $72.80M in transactions.



This page (NASDAQ:PWP) was last updated on 2/1/2025 by MarketBeat.com Staff
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