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Perella Weinberg Partners (PWP) Institutional Ownership

Perella Weinberg Partners logo
$23.69 +0.79 (+3.45%)
(As of 12/20/2024 05:16 PM ET)

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

Current
Institutional Ownership
Percentage
41.07%
Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$178.09M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$49.85M
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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
11/16/2024 Geode Capital Management LLC1,257,620$24.29M0.0%+2.8%1.465%
11/15/2024 Barclays PLC186,387$3.60M0.0%+0.8%0.217%
11/15/2024 Y Intercept Hong Kong Ltd11,083$214K0.0%N/A0.013%
11/15/2024 Wellington Management Group LLP1,157,605$22.35M0.0%+200.0%1.349%
11/15/2024 State Street Corp1,379,418$26.64M0.0%+4.5%1.607%
11/15/2024 Jacobs Levy Equity Management Inc.570,719$11.02M0.0%+175.2%0.665%
11/15/2024 Hotchkis & Wiley Capital Management LLC899,470$17.37M0.1%-26.5%1.048%
11/15/2024 Azora Capital LP2,411,042$46.56M2.5%+4.8%2.809%
11/15/2024 Basswood Capital Management L.L.C.1,100,619$21.25M1.1%-7.1%1.282%
11/14/2024 Wasatch Advisors LP1,483,429$28.65M0.1%+13.3%1.728%
11/14/2024 PDT Partners LLC10,900$210K0.0%N/A0.013%
11/14/2024 Verition Fund Management LLC17,253$333K0.0%N/A0.020%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC75,841$1.46M0.0%-5.7%0.088%
11/14/2024 PEAK6 Investments LLC65,768$1.27M0.0%+96.8%0.077%
11/13/2024 Quantbot Technologies LP37,516$724K0.0%+358.4%0.044%
11/13/2024 FMR LLC7,880,354$152.17M0.0%-0.1%9.180%
11/13/2024 The Manufacturers Life Insurance Company19,718$381K0.0%-2.2%0.023%
11/13/2024 Dynamic Technology Lab Private Ltd20,180$389K0.0%N/A0.024%
11/12/2024 Wescott Financial Advisory Group LLC34,939$675K0.1%-62.4%0.041%
11/12/2024 Algert Global LLC158,646$3.06M0.1%+7.2%0.185%
11/12/2024 Eagle Asset Management Inc.756,540$14.61M0.1%+32.1%0.881%
11/12/2024 Charles Schwab Investment Management Inc.434,005$8.38M0.0%+197.6%0.506%
11/9/2024 Intech Investment Management LLC10,204$197K0.0%N/A0.012%
11/8/2024 Commerce Bank13,065$252K0.0%-3.1%0.015%
11/6/2024 Royce & 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%
10/29/2024 Ceredex Value Advisors LLC371,019$7.16M0.1%-26.3%0.432%
10/28/2024 US Bancorp DE16,856$325K0.0%N/A0.020%
10/23/2024 Riverwater Partners LLC28,279$552K0.3%-4.6%0.030%
10/3/2024 SG Americas Securities LLC21,022$406K0.0%N/A0.022%
9/4/2024 Ghisallo Capital Management LLC25,000$406K0.0%-50.0%0.027%
8/20/2024 Nantahala Capital Management LLC265,474$4.31M0.3%+166.1%0.282%
8/16/2024 Algert Global LLC148,025$2.41M0.1%+18.9%0.157%
8/15/2024 The Manufacturers Life Insurance Company20,167$328K0.0%+30.4%0.021%
8/15/2024 Millennium Management LLC1,723,785$28.01M0.0%+2,883.9%1.830%
8/15/2024 Deprince Race & Zollo Inc.173,704$2.82M0.1%-62.8%0.184%
8/14/2024 Wescott Financial Advisory Group LLC92,860$1.51M0.2%N/A0.099%
8/14/2024 Interval Partners LP225,026$3.66M0.1%+142.9%0.239%
8/13/2024 Westwood Holdings Group Inc.2,197,867$35.72M0.2%N/A2.333%
8/13/2024 Sei Investments Co.80,146$1.30M0.0%-4.3%0.085%
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8/12/2024 First Eagle Investment Management LLC426,078$6.92M0.0%+50.5%0.452%
8/12/2024 Hsbc Holdings PLC18,430$296K0.0%-64.8%0.020%
8/9/2024 Renaissance Technologies LLC322,600$5.24M0.0%-5.5%0.342%
8/9/2024 Dimensional Fund Advisors LP231,729$3.77M0.0%-33.3%0.246%
8/8/2024 Oppenheimer Asset Management Inc.16,709$272K0.0%+17.9%0.018%
8/8/2024 William Blair Investment Management LLC1,242,939$20.20M0.1%N/A1.319%
8/5/2024 Arizona State Retirement System13,020$212K0.0%+15.3%0.014%
8/1/2024 Rhumbline Advisers70,867$1.15M0.0%+26.8%0.075%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank9,763$159K0.0%+122.7%0.010%
7/26/2024 Bank of New York Mellon Corp166,998$2.71M0.0%+39.1%0.177%
7/25/2024 Ceredex Value Advisors LLC503,266$8.18M0.2%-12.8%0.534%
7/19/2024 Riverwater Partners LLC29,635$482K0.4%-10.6%0.031%
7/9/2024 Harbor Capital Advisors Inc.28,805$468K0.0%+270.2%0.031%
5/28/2024 Boston Partners534,968$7.57M0.0%+247.7%0.568%
5/16/2024 California State Teachers Retirement System45,448$642K0.0%+6.0%0.048%
5/16/2024 Ancora Advisors LLC280,909$3.97M0.1%-1.7%0.298%
5/16/2024 Grandeur Peak Global Advisors LLC521,712$7.37M0.6%+3.1%0.554%
5/16/2024 Interval Partners LP92,637$1.31M0.0%N/A0.098%
5/16/2024 Jacobs Levy Equity Management Inc.354,326$5.01M0.0%+21.2%0.376%
5/16/2024 Janus Henderson Group PLC90,715$1.28M0.0%+160.3%0.096%
5/15/2024 Price T Rowe Associates Inc. MD12,306$174K0.0%+16.6%0.013%
5/15/2024 Quadrature Capital Ltd11,145$157K0.0%-17.5%0.012%
5/10/2024 Vanguard Group Inc.2,491,989$35.21M0.0%+6.7%2.887%
5/9/2024 First 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%
5/8/2024 Russell Investments Group Ltd.1,114,240$15.74M0.0%+17.5%1.291%
5/7/2024 Sei Investments Co.83,735$1.18M0.0%+9.4%0.097%
5/7/2024 Swiss 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%
4/24/2024 Simplicity Wealth LLC22,483$318K0.0%N/A0.026%
4/18/2024 Wasatch 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%
3/25/2024 Quadrature Capital Ltd13,504$165K0.0%N/A0.016%
3/5/2024 Wellington Management Group LLP732,316$8.79M0.0%-65.4%0.848%
2/14/2024 Hotchkis & Wiley Capital Management LLC2,032,470$24.86M0.1%-1.1%2.359%
2/14/2024 Wasatch Advisors LP677,115$8.28M0.0%N/A0.786%
2/14/2024 Azora Capital LP426,963$5.22M0.4%+55.4%0.496%
2/14/2024 Basswood Capital Management L.L.C.841,307$10.29M0.7%+18.4%0.977%
2/14/2024 Schroder Investment Management Group2,160,721$26.43M0.0%-5.8%2.508%
2/12/2024 Olympiad Research LP15,932$195K0.2%N/A0.018%
2/9/2024 Quest Partners LLC29,759$364K0.1%N/A0.035%
2/9/2024 Trexquant Investment LP49,723$608K0.0%N/A0.058%
2/8/2024 First Eagle Investment Management LLC249,878$3.06M0.0%+34.1%0.290%
2/7/2024 Boston Partners153,877$1.88M0.0%-55.4%0.179%
2/6/2024 Private Advisor Group LLC72,728$889K0.0%+2.5%0.084%
2/6/2024 Swiss National Bank79,700$975K0.0%-9.2%0.093%
2/5/2024 Russell Investments Group Ltd.948,072$11.60M0.0%-37.7%1.100%
1/30/2024 Zurcher 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%
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1/25/2024 Bleakley Financial Group LLC18,572$227K0.0%+15.1%0.022%
1/25/2024 Ceredex Value Advisors LLC774,407$9.47M0.2%-3.8%0.899%
1/24/2024 Allworth Financial LP3,600$44K0.0%N/A0.004%
1/12/2024 SG Americas Securities LLC11,189$137K0.0%N/A0.013%
1/8/2024 Harbor Capital Advisors Inc.22,268$272K0.1%+12.5%0.026%
12/18/2023 Vanguard Group Inc.2,280,188$23.21M0.0%-2.1%2.647%
12/1/2023 Wellington Management Group LLP2,113,638$21.38M0.0%-24.9%2.453%
11/15/2023 Schroder Investment Management Group2,294,531$23.36M0.0%+0.4%2.686%
11/15/2023 Adage Capital Partners GP L.L.C.2,818,614$28.69M0.1%+2.2%3.300%
11/14/2023 Schonfeld Strategic Advisors LLC277,125$2.82M0.0%-65.4%0.324%
(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, 81 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 70 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 16,769,697 shares in the last 24 months. This purchase volume represents approximately $229.57M 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 5,847,003 shares in the last 24 months. This volume of shares sold represents approximately $72.79M in transactions.



This page (NASDAQ:PWP) was last updated on 12/21/2024 by MarketBeat.com Staff
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