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Perella Weinberg Partners Ownership | Who Owns Perella Weinberg Partners?

OverviewRevenueFinancialsChartTranscripts

Perella Weinberg Partners Ownership Summary

Perella Weinberg Partners is owned by 7.86% institutional investors, 3.06% insiders, and 89.08% retail investors. Fmr is the largest institutional shareholder, holding 14.74% of PWP shares. Fidelity Small Cap Growth is the top mutual fund, with 4.00% of its assets in Perella Weinberg Partners shares.

PWP Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPerella Weinberg Partners7.86%3.06%89.08%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryCapital Markets Stocks37.49%19.09%43.42%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr8.18M14.74%$195.06M
Blackrock3.87M7.87%$62.90M
Blackrock funding, inc. /de4.31M7.76%$102.75M
Vanguard group3.16M5.70%$75.43M
Azora capital lp2.30M4.68%$37.39M
Channing capital management2.14M3.45%$39.43M
State street1.32M2.68%$21.44M
Goldman sachs group1.34M2.42%$32.04M
Wellington management group llp1.32M2.37%$31.39M
Geode capital management1.28M2.31%$30.57M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Atalaya capital management lp54.80K1.98%$890.43K
Azora capital lp2.30M1.72%$37.39M
Grandeur peak global advisors592.55K1.21%$10.90M
Channing capital management2.14M1.19%$39.43M
Penn capital management company527.71K0.95%$9.72M
Basswood capital management794.71K0.82%$14.62M
Ranger investment management228.28K0.30%$4.20M
Royce & associates lp1.06M0.23%$25.27M
Kings path partners22.43K0.23%$534.61K
Algert global376.56K0.21%$8.98M

Top Buyers

HolderShares% AssetsChange
Channing capital management2.14M1.19%1.46M
Raymond james financial775.71K0.01%775.71K
Eagle asset management572.63K0.05%572.63K
Franklin resources569.90K0.00%569.90K
Blackrock3.87M0.00%556.97K

Top Sellers

HolderShares% AssetsChange
Westwood group---2.11M
Philadelphia financial management of san francisco---1.14M
Schroder investment management group1.17M0.03%-567.49K
Driehaus capital management247.87K0.04%-396.21K
Spears abacus advisors---372.53K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial775.71K0.01%775.71K$18.49M
Eagle asset management572.63K0.05%572.63K$9.16M
Penn capital management company527.71K0.95%527.71K$9.72M
Walleye capital432.32K0.03%432.32K$10.31M
Public employees retirement system of ohio122.54K0.01%122.54K$1.99M

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-9.00
Capital performance advisors llp-38.00
Eversource wealth advisors-41.00
Northwestern mutual wealth management-49.00
Group one trading-112.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202513-92.40%4,882,793-90.70%70.09%7-93.27%6-87.50%
Dec 31, 202471-52.98%21,621,965-56.71%380.48%43-49.41%17-63.83%
Sep 30, 202415116.15%49,949,8235.48%890.97%8510.39%4714.63%
Jun 30, 2024127-15.33%47,325,6359.57%961.04%74-13.95%41-12.77%
Mar 31, 202415018.11%43,191,28322.05%965.77%8617.81%4727.03%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Fidelity Small Cap Growth2.54M4.00%-1.69K
FIAM Small Cap Core Composite2.23M3.75%-59.73K
FIAM Small Cap Core CIT Cl B2.24M3.60%-53.20K
Vanguard Total Stock Mkt Idx Inv1.70M2.73%47.20K
iShares Russell 2000 ETF1.35M2.12%660.00
Macquarie Small Cap Core I924.16K1.49%26.27K
Delaware Small Cap Core I811.66K1.48%-
Vanguard Institutional Extnd Mkt Idx Tr897.82K1.44%7.60K
Putnam US Small Cap Growth Managed Acct824.31K1.33%299.20K
Putnam US Small Cap Growth Equity824.31K1.33%299.20K

Recent Insider Transactions

DateNameRoleActivityValue
May 29, 2025STEEL ROBERT K-Sell$1.30M
Jun 02, 2025STEEL ROBERT K-Sell$1.04M
May 30, 2025STEEL ROBERT K-Sell$1.10M
May 01, 2025Weinberg Peter A ChairmanSell$2.37M
Apr 01, 2025Weinberg Peter A ChairmanSell$1.86M

Insider Transactions Trends

DateBuySell
2025 Q2-6
2025 Q1-6
2024 Q4-6
2024 Q3--
2024 Q2--

PWP Ownership FAQ

Who Owns Perella Weinberg Partners?

Perella Weinberg Partners shareholders are primarily institutional investors at 7.86%, followed by 3.06% insiders and 89.08% retail investors. The average institutional ownership in Perella Weinberg Partners's industry, Capital Markets Stocks, is 37.49%, which Perella Weinberg Partners falls below.

Who owns the most shares of Perella Weinberg Partners?

Perella Weinberg Partners’s largest shareholders are Fmr (8.18M shares, 14.74%), Blackrock (3.87M shares, 7.87%), and Blackrock funding, inc. /de (4.31M shares, 7.76%). Together, they hold 30.37% of Perella Weinberg Partners’s total shares outstanding.

Does Blackrock own Perella Weinberg Partners?

Yes, BlackRock owns 7.87% of Perella Weinberg Partners, totaling 3.87M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 62.9M$. In the last quarter, BlackRock increased its holdings by 556.96K shares, a 16.81% change.

Who is Perella Weinberg Partners’s biggest shareholder by percentage of total assets invested?

Atalaya capital management lp is Perella Weinberg Partners’s biggest shareholder by percentage of total assets invested, with 1.98% of its assets in 54.8K Perella Weinberg Partners shares, valued at 890.44K$.

Who is the top mutual fund holder of Perella Weinberg Partners shares?

Fidelity Small Cap Growth is the top mutual fund holder of Perella Weinberg Partners shares, with 4.00% of its total shares outstanding invested in 2.54M Perella Weinberg Partners shares.

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