PWP · Company research
Perella Weinberg Partners Class A Common Stock (PWP): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1085393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 788737 | 12588243 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93955 | 1499522 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64662 | 1032006 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16489 | 263171 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2140498 | 34162393 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 960597 | 15331128 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 592558 | 9457226 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12283 | 196037 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 436 | 6959 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| ARIZONA STATE RETIREMENT SYSTEM | 1558481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18495 | 295180 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 654989 | 10453624 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13710 | 218812 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 64 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3032455 | 48397982 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 929383 | 14832953 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13276 | 211885 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 232 | 3703 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238 | 3798 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5259 | 83934 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Ceredex Value Advisors LLC | 1738726 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 332900 | 5313084 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Point72 Asset Management, L.P. | 1603466 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 724159 | 11557578 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6110 | 97516 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238 | 3798 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2033386 | 32452841 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Pictet Asset Management Holding SA | 1993888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10804 | 172432 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 154943 | 2472890 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16960 | 270682 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17935 | 286243 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 351173 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1624195 | 25922152 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168 | 2681 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 486785 | 7769088 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14200 | 226632 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14933 | 238330 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3143 | 50163 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44426 | 709039 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 1277 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119 | 1899 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134500 | 2146620 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57028 | 910167 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14968 | 238889 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19958 | 318530 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 193364 | 3086089 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Boston Partners | 1386060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2469134 | 39402290 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64090 | 1022876 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1533838 | 24480050 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21354 | 340810 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2038898 | 32540812 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1128 | 18003 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24 | 384 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| INTECH INVESTMENT MANAGEMENT LLC | 1086318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14399 | 229808 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22298 | 355876 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ranger Investment Management, L.P. | 1319691 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 321985 | 5138881 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12190 | 194552 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6376 | 101761 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58560 | 934618 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Riverwater Partners LLC | 1882572 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46447 | 741294 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1362 | 21738 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123353 | 1968714 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 320 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WASATCH ADVISORS LP | 814133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 366781 | 5853825 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73403 | 1171512 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 0 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1345492 | 84304 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67135 | 1071475 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11315 | 180587 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7036 | 112295 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Vident Advisory, LLC | 1744347 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36428 | 581391 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1352895 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5763 | 91977 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1232395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 441460 | 7045702 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350983 | 5601688 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Penn Capital Management Company, LLC | 1158202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32362 | 516498 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Blueshift Asset Management, LLC | 1727827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11312 | 180540 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| First Eagle Investment Management, LLC | 1325447 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 900860 | 14377726 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| EMERALD ADVISERS, LLC | 1015083 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27567 | 439969 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 568 | 9065 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 695 | 11092 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45949 | 733346 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20268 | 323480 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53125 | 847875 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44 | 702 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.