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Perella Weinberg Partners Ownership | Who Owns Perella Weinberg Partners?

OverviewForecastRevenueFinancialsChartTranscripts

Perella Weinberg Partners Ownership Summary

Perella Weinberg Partners is owned by 51.15% institutional investors, 3.06% insiders, and 45.80% retail investors. Fmr is the largest institutional shareholder, holding 14.88% of PWP shares. American Funds SMALLCAP World A is the top mutual fund, with 3.57% of its assets in Perella Weinberg Partners shares.

PWP Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPerella Weinberg Partners51.15%3.06%45.80%
SectorFinancial Services Stocks 736.16%13.84%-650.00%
IndustryCapital Markets Stocks41.45%17.30%41.25%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr10.04M14.88%$182.40M
Blackrock3.87M7.87%$62.90M
Blackrock funding, inc. /de4.78M7.08%$86.73M
William blair investment management4.08M6.04%$74.03M
Vanguard group3.72M5.90%$64.40M
Wellington management group llp3.93M5.82%$71.29M
Nuveen2.98M4.41%$54.03M
Adage capital partners gp2.61M3.87%$47.43M
Capital world investors2.60M3.86%$47.26M
Boston partners1.98M2.94%$36.02M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Atalaya capital management lp54.80K1.98%$890.43K
Grandeur peak global advisors423.51K1.80%$7.69M
Aristotle capital boston1.23M1.39%$22.40M
Basswood capital management788.74K0.68%$14.32M
Emerald advisers1.02M0.59%$18.52M
Bull street advisors63.28K0.57%$1.15M
Emerald mutual fund advisers trust621.77K0.55%$11.29M
Riverwater partners90.24K0.55%$1.64M
Ranger investment management367.86K0.48%$6.68M
Frontier capital management1.87M0.35%$33.92M

Top Buyers

HolderShares% AssetsChange
Capital world investors2.60M0.01%2.60M
Aristotle capital boston1.23M1.39%745.99K
Frontier capital management1.87M0.35%646.76K
Boston partners1.98M0.04%604.90K
Eagle asset management572.63K0.05%572.63K

Top Sellers

HolderShares% AssetsChange
Channing capital management---2.14M
Azora capital lp---1.34M
Philadelphia financial management of san francisco---1.14M
Macquarie group---1.05M
Morgan stanley369.59K0.00%-767.68K

New Positions

HolderShares% AssetsChangeValue
Capital world investors2.60M0.01%2.60M$47.26M
Eagle asset management572.63K0.05%572.63K$9.16M
Vanguard fiduciary trust460.28K0.00%460.28K$8.36M
Marshall wace, llp316.93K0.01%316.93K$5.76M
Riverwater partners90.24K0.55%90.24K$1.64M

Sold Out

HolderChange
Sjs investment consulting-7.00
Nelson, van denburg & campbell wealth management group-9.00
Advisory services network-14.00
Harbour investments-17.00
Massmutual trust co fsb/adv-20.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202695-42.77%34,521,063-49.63%510.45%62-37.37%19-62.00%
Dec 31, 2025118-28.05%39,091,911-39.71%610.59%67-30.93%36-30.77%
Sep 30, 2025158-3.66%63,946,7922.55%1011.04%92-20.69%5141.67%
Jun 30, 2025162-5.26%62,084,41511.76%981.23%11425.27%36-38.98%
Mar 31, 202513-92.40%4,882,793-90.70%70.09%7-93.27%6-87.50%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
American Funds SMALLCAP World A2.60M3.57%-
Fidelity Small Cap Growth2.60M3.57%-
Nomura US Small Cap Core Equity2.16M2.96%1.12M
Vanguard Total Stock Mkt Idx Inv2.15M2.95%155.00K
Vanguard Morn Total Stk Mkt Idx Investor2.15M2.95%155.00K
Nomura Small Cap Core I2.16M2.91%1.15M
Vanguard MStar Total Stk Mkt Idx Invest2.15M2.90%-
FIAM Small Cap Core Composite1.95M2.67%-26.10K
Fidelity Small Cap Value Fund1.94M2.67%-
FIAM Small Cap Core CIT Cl B1.88M2.58%-67.70K

Recent Insider Transactions

DateNameRoleActivityValue
Aug 07, 2026Bednar Andrew Chairman and CEOSell$1.35M
Aug 06, 2026Bednar Andrew Chairman and CEOSell$1.37M
Aug 05, 2026Bednar Andrew Chairman and CEOSell$1.35M
Jun 12, 2026STEEL ROBERT K-Sell$1.58M
May 19, 2026Gottschalk Alexandra Chief Financial OfficerSell$769.79K

Insider Transactions Trends

DateBuySell
2026 Q3-3
2026 Q2-4
2026 Q1--
2025 Q4--
2025 Q3-4

PWP Ownership FAQ

Who Owns Perella Weinberg Partners?

Perella Weinberg Partners shareholders are primarily institutional investors at 51.15%, followed by 3.06% insiders and 45.79% retail investors. The average institutional ownership in Perella Weinberg Partners's industry, Capital Markets Stocks, is 41.45%, which Perella Weinberg Partners exceeds.

Who owns the most shares of Perella Weinberg Partners?

Perella Weinberg Partners’s largest shareholders are Fmr (10.04M shares, 14.88%), Blackrock (3.87M shares, 7.87%), and Blackrock funding, inc. /de (4.78M shares, 7.08%). Together, they hold 29.83% 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?

American Funds SMALLCAP World A is the top mutual fund holder of Perella Weinberg Partners shares, with 3.57% of its total shares outstanding invested in 2.6M Perella Weinberg Partners shares.

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