Perella Weinberg Partners Ownership 2024 | Who Owns Perella Weinberg Partners Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

95.72%

Insider Ownership

2.88%

Retail Ownership

1.40%

Institutional Holders

148.00

Perella Weinberg Partners Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FMR LLC	16.62%	0.01%	7,460,241	1,022,855	15.89%	105,413,210	Mar 31, 2024
BLACKROCK INC.	7.38%	0.00%	3,313,922	-28,197	-0.84%	46,825,717	Mar 31, 2024
VANGUARD GROUP INC	5.55%	0.00%	2,491,989	155,855	6.67%	35,211,804	Mar 31, 2024
AZORA CAPITAL LP	4.85%	2.23%	2,178,394	1,751,431	410.21%	30,780,707	Mar 31, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP	4.61%	0.03%	2,069,013	-91,708	-4.24%	29,235,154	Mar 31, 2024
GOLDMAN SACHS GROUP INC	4.12%	0.00%	1,850,726	1,165,589	170.13%	26,150,759	Mar 31, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.	3.41%	0.04%	1,532,282	-1,282,561	-45.56%	21,651,145	Mar 31, 2024
WASATCH ADVISORS LP	3.21%	0.11%	1,442,576	765,461	113.05%	20,383,599	Mar 31, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.86%	0.06%	1,283,770	-748,700	-36.84%	18,139,670	Mar 31, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	2.60%	0.96%	1,165,072	323,765	38.48%	16,462,467	Mar 31, 2024
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	2.54%	2.75%	1,139,934	1,139,934	100.00%	16,107,267	Mar 31, 2024
RUSSELL INVESTMENTS GROUP, LTD.	2.48%	0.02%	1,114,240	166,168	17.53%	15,744,212	Mar 31, 2024
GW&K INVESTMENT MANAGEMENT, LLC	2.29%	0.13%	1,030,100	1,030,100	100.00%	14,555,000	Mar 31, 2024
STATE STREET CORP	2.18%	0.00%	977,722	111,135	12.82%	13,815,212	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.11%	0.00%	948,163	24,101	2.61%	13,399,632	Mar 31, 2024
ROYCE & ASSOCIATES LP	1.88%	0.11%	843,819	55,294	7.01%	11,923,162	Mar 31, 2024
NO STREET GP LP	1.67%	0.78%	750,000	750,000	100.00%	10,597,500	Mar 31, 2024
CEREDEX VALUE ADVISORS LLC	1.29%	0.14%	577,166	-197,241	-25.47%	8,155,356	Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.22%	0.01%	546,908	45,023	8.97%	7,728,000	Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC	1.21%	0.00%	542,036	-13,858	-2.49%	7,658,969	Mar 31, 2024

Perella Weinberg Partners's largest institutional shareholder is FMR LLC, holding 16.62% of the company's total share outstanding, currently valued at $105.41M. The top 10 institutional shareholders own together 55.23% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	2.54%	2.75%	1,139,934	1,139,934	100.00%	16,107,267	Mar 31, 2024
AZORA CAPITAL LP	4.85%	2.23%	2,178,394	1,751,431	410.21%	30,780,707	Mar 31, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	2.60%	0.96%	1,165,072	323,765	38.48%	16,462,467	Mar 31, 2024
NO STREET GP LP	1.67%	0.78%	750,000	750,000	100.00%	10,597,500	Mar 31, 2024
ATALAYA CAPITAL MANAGEMENT LP	0.12%	0.77%	54,796	-	-	658,127	Mar 31, 2024
CLAYTON PARTNERS LLC	0.13%	0.68%	56,503	56,503	100.00%	798,387	Mar 31, 2024
GRANDEUR PEAK GLOBAL ADVISORS, LLC	1.16%	0.59%	521,712	15,839	3.13%	7,371,791	Mar 31, 2024
MONASHEE INVESTMENT MANAGEMENT LLC	0.56%	0.42%	252,066	252,066	100.00%	3,561,693	Mar 31, 2024
UNION SQUARE PARK CAPITAL MANAGEMENT, LLC	0.08%	0.40%	35,348	-	-	499,467	Mar 31, 2024
RIVERWATER PARTNERS LLC	0.07%	0.34%	33,165	-496	-1.47%	468,621	Mar 31, 2024
CALLODINE CAPITAL MANAGEMENT, LP	0.18%	0.27%	79,474	79,474	100.00%	1,122,968	Mar 31, 2024
NEBULA RESEARCH & DEVELOPMENT LLC	0.11%	0.15%	50,475	22,157	78.24%	713,212	Mar 31, 2024
CEREDEX VALUE ADVISORS LLC	1.29%	0.14%	577,166	-197,241	-25.47%	8,155,356	Mar 31, 2024
DEPRINCE RACE & ZOLLO INC	1.04%	0.14%	466,961	58,539	14.33%	6,598,159	Mar 31, 2024
GW&K INVESTMENT MANAGEMENT, LLC	2.29%	0.13%	1,030,100	1,030,100	100.00%	14,555,000	Mar 31, 2024
OLYMPIAD RESEARCH LP	0.03%	0.12%	12,794	-3,138	-19.70%	180,779	Mar 31, 2024
WASATCH ADVISORS LP	3.21%	0.11%	1,442,576	765,461	113.05%	20,383,599	Mar 31, 2024
ROYCE & ASSOCIATES LP	1.88%	0.11%	843,819	55,294	7.01%	11,923,162	Mar 31, 2024
ANCORA ADVISORS, LLC	0.63%	0.09%	280,909	-4,729	-1.66%	3,969,244,000	Mar 31, 2024
QUEST PARTNERS LLC	0.08%	0.09%	35,762	6,003	20.17%	505,317	Mar 31, 2024

The largest Perella Weinberg Partners shareholder by % of total assets is PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC. The company owns 1.14M shares of Perella Weinberg Partners (PWP), representing 2.75% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AZORA CAPITAL LP	4.85%	2.23%	2,178,394	1,751,431	410.21%	30,780,707	Mar 31, 2024
GOLDMAN SACHS GROUP INC	4.12%	0.00%	1,850,726	1,165,589	170.13%	26,150,759	Mar 31, 2024
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	2.54%	2.75%	1,139,934	1,139,934	100.00%	16,107,267	Mar 31, 2024
GW&K INVESTMENT MANAGEMENT, LLC	2.29%	0.13%	1,030,100	1,030,100	100.00%	14,555,000	Mar 31, 2024
FMR LLC	16.62%	0.01%	7,460,241	1,022,855	15.89%	105,413,210	Mar 31, 2024
WASATCH ADVISORS LP	3.21%	0.11%	1,442,576	765,461	113.05%	20,383,599	Mar 31, 2024
NO STREET GP LP	1.67%	0.78%	750,000	750,000	100.00%	10,597,500	Mar 31, 2024
BOSTON PARTNERS	1.19%	0.01%	534,968	381,091	247.66%	7,567,676	Mar 31, 2024
JPMORGAN CHASE & CO	0.82%	0.00%	367,065	337,598	1145.68%	5,186,630	Mar 31, 2024
FRANKLIN RESOURCES INC	0.72%	0.00%	324,243	324,243	100.00%	4,581,554	Mar 31, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	2.60%	0.96%	1,165,072	323,765	38.48%	16,462,467	Mar 31, 2024
MONASHEE INVESTMENT MANAGEMENT LLC	0.56%	0.42%	252,066	252,066	100.00%	3,561,693	Mar 31, 2024
TWO SIGMA ADVISERS, LP	0.42%	0.01%	186,800	186,800	100.00%	2,639,484	Mar 31, 2024
RUSSELL INVESTMENTS GROUP, LTD.	2.48%	0.02%	1,114,240	166,168	17.53%	15,744,212	Mar 31, 2024
VANGUARD GROUP INC	5.55%	0.00%	2,491,989	155,855	6.67%	35,211,804	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.76%	0.01%	341,200	129,100	60.87%	4,821,000	Mar 31, 2024
STATE STREET CORP	2.18%	0.00%	977,722	111,135	12.82%	13,815,212	Mar 31, 2024
BARCLAYS PLC	0.51%	0.00%	227,273	106,057	87.49%	3,211,000	Mar 31, 2024
TWO SIGMA INVESTMENTS, LP	0.46%	0.01%	205,534	103,276	101.00%	2,904,195	Mar 31, 2024
INTERVAL PARTNERS, LP	0.21%	0.04%	92,637	92,637	100.00%	1,308,961	Mar 31, 2024

As of Mar 31 2024, Perella Weinberg Partners's largest institutional buyer is AZORA CAPITAL LP. The company purchased 1.75M stocks of PWP, valued at $30.78M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ADAGE CAPITAL PARTNERS GP, L.L.C.	3.41%	0.04%	1,532,282	-1,282,561	-45.56%	21,651,145	Mar 31, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.86%	0.06%	1,283,770	-748,700	-36.84%	18,139,670	Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP	0.98%	0.00%	439,132	-293,184	-40.04%	6,008,257	Mar 31, 2024
CEREDEX VALUE ADVISORS LLC	1.29%	0.14%	577,166	-197,241	-25.47%	8,155,356	Mar 31, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP	4.61%	0.03%	2,069,013	-91,708	-4.24%	29,235,154	Mar 31, 2024
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	-	-	-	-90,790	-100.00%	-	Mar 31, 2024
CITADEL ADVISORS LLC	0.29%	0.00%	129,054	-64,587	-33.35%	1,823,533	Mar 31, 2024
NANTAHALA CAPITAL MANAGEMENT, LLC	0.22%	0.08%	99,778	-55,931	-35.92%	1,409,863	Mar 31, 2024
STATE OF WISCONSIN INVESTMENT BOARD	1.17%	0.02%	524,055	-51,250	-8.91%	7,404,897	Mar 31, 2024
MILLENNIUM MANAGEMENT LLC	0.13%	0.00%	57,770	-40,200	-41.03%	816,290	Mar 31, 2024
AMERIPRISE FINANCIAL INC	0.15%	0.00%	67,283	-33,850	-33.47%	950,709	Mar 31, 2024
CITADEL ADVISORS LLC	0.01%	-	4,200	-33,300	-88.80%	59,346	Mar 31, 2024
Y-INTERCEPT (HONG KONG) LTD	-	-	-	-28,921	-100.00%	-	Mar 31, 2024
BLACKROCK INC.	7.38%	0.00%	3,313,922	-28,197	-0.84%	46,825,717	Mar 31, 2024
PEAK6 INVESTMENTS LLC	-	-	-	-26,545	-100.00%	-	Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC	-	-	-	-24,768	-100.00%	-	Mar 31, 2024
SMH CAPITAL ADVISORS INC	-	-	-	-23,562	-100.00%	-	Mar 31, 2024
D. E. SHAW & CO., INC.	0.06%	0.00%	25,172	-20,967	-45.44%	355,680	Mar 31, 2024
JANE STREET GROUP, LLC	0.03%	-	13,816	-17,486	-55.86%	195,220	Mar 31, 2024
NORTHERN TRUST CORP	0.87%	0.00%	392,432	-17,072	-4.17%	5,545,064	Mar 31, 2024

As of Mar 31 2024, Perella Weinberg Partners's biggest institutional seller is ADAGE CAPITAL PARTNERS GP, L.L.C.. The company sold -1.28M shares of PWP, valued at $21.65M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	2.54%	2.75%	1,139,934	1,139,934	100.00%	16,107,267	Mar 31, 2024
GW&K INVESTMENT MANAGEMENT, LLC	2.29%	0.13%	1,030,100	1,030,100	100.00%	14,555,000	Mar 31, 2024
NO STREET GP LP	1.67%	0.78%	750,000	750,000	100.00%	10,597,500	Mar 31, 2024
FRANKLIN RESOURCES INC	0.72%	0.00%	324,243	324,243	100.00%	4,581,554	Mar 31, 2024
MONASHEE INVESTMENT MANAGEMENT LLC	0.56%	0.42%	252,066	252,066	100.00%	3,561,693	Mar 31, 2024
TWO SIGMA ADVISERS, LP	0.42%	0.01%	186,800	186,800	100.00%	2,639,484	Mar 31, 2024
INTERVAL PARTNERS, LP	0.21%	0.04%	92,637	92,637	100.00%	1,308,961	Mar 31, 2024
CALLODINE CAPITAL MANAGEMENT, LP	0.18%	0.27%	79,474	79,474	100.00%	1,122,968	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	0.00%	73,400	73,400	100.00%	1,037,142	Mar 31, 2024
CLAYTON PARTNERS LLC	0.13%	0.68%	56,503	56,503	100.00%	798,387	Mar 31, 2024
LPL FINANCIAL LLC	0.12%	0.00%	55,425	55,425	100.00%	783,159	Mar 31, 2024
JUMP FINANCIAL, LLC	0.12%	0.02%	53,880	53,880	100.00%	761,324	Mar 31, 2024
GHISALLO CAPITAL MANAGEMENT LLC	0.11%	0.08%	50,000	50,000	100.00%	706,500	Mar 31, 2024
SIMPLICITY WEALTH,LLC	0.05%	0.01%	22,483	22,483	100.00%	317,683	Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.05%	0.00%	22,088	22,088	100.00%	312,103	Mar 31, 2024
WALLEYE CAPITAL LLC	0.04%	0.00%	17,792	17,792	100.00%	251,401	Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.04%	0.03%	17,699	17,699	100.00%	250,000	Mar 31, 2024
SIMPLEX TRADING, LLC	0.03%	0.00%	14,132	14,132	100.00%	199,000	Mar 31, 2024
SHERBROOKE PARK ADVISERS LLC	0.03%	0.04%	13,612	13,612	100.00%	192,338	Mar 31, 2024
COMMERCE BANK	0.03%	0.00%	13,480	13,480	100.00%	190,471	Mar 31, 2024
WOLVERINE TRADING, LLC	0.03%	0.00%	12,579	12,579	100.00%	177,741	Mar 31, 2024
CENTIVA CAPITAL, LP	0.03%	0.00%	12,091	12,091	100.00%	170,846	Mar 31, 2024
HRT FINANCIAL LP	0.02%	0.00%	11,104	11,104	100.00%	156,000	Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC	0.02%	0.00%	11,097	11,097	100.00%	156,801	Mar 31, 2024
VERSOR INVESTMENTS LP	0.02%	0.03%	10,800	10,800	100.00%	152,604	Mar 31, 2024
PNC FINANCIAL SERVICES GROUP, INC.	0.01%	0.00%	6,613	6,613	100.00%	93,442,000	Mar 31, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.	0.01%	0.01%	2,815	2,815	100.00%	39,782	Mar 31, 2024
ASSETMARK, INC	0.00%	0.00%	1,410	1,410	100.00%	19,923,000	Mar 31, 2024
GROUP ONE TRADING, L.P.	0.00%	-	880	880	100.00%	12,434	Mar 31, 2024
FIRST HORIZON ADVISORS, INC.	0.00%	0.00%	415	415	100.00%	5,863,000	Mar 31, 2024
PARK PLACE CAPITAL CORP	0.00%	0.00%	195	195	100.00%	2,755	Mar 31, 2024
SRS CAPITAL ADVISORS, INC.	0.00%	0.00%	35	35	100.00%	494,000	Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	-	-	9	9	100.00%	127	Mar 31, 2024

Perella Weinberg Partners's largest new institutional shareholder by number of shares is PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC, purchased 1.14M shares, valued at $16.11M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	-	-	-	-90,790	-100.00%	-	Mar 31, 2024
Y-INTERCEPT (HONG KONG) LTD	-	-	-	-28,921	-100.00%	-	Mar 31, 2024
PEAK6 INVESTMENTS LLC	-	-	-	-26,545	-100.00%	-	Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC	-	-	-	-24,768	-100.00%	-	Mar 31, 2024
SMH CAPITAL ADVISORS INC	-	-	-	-23,562	-100.00%	-	Mar 31, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	-	-	-	-12,190	-100.00%	-	Mar 31, 2024
SG AMERICAS SECURITIES, LLC	-	-	-	-11,189	-100.00%	-	Mar 31, 2024
ALLWORTH FINANCIAL LP	-	-	-	-3,600	-100.00%	-	Mar 31, 2024

Perella Weinberg Partners's largest sold out institutional shareholder by shares sold is BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC, sold -90.79K shares, valued at -, as of undefined.

Perella Weinberg Partners Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
NUVEEN INVESTMENT TRUST	0.80%	316,433	27,116	9.37%	Dec 31, 2023
ANCORA TRUST	0.43%	94,775	-	-	Dec 31, 2023
ROYCE MICRO-CAP TRUST, INC.	0.15%	79,042	13,575	20.74%	Dec 31, 2023
WASATCH FUNDS TRUST	0.11%	1,040,374	731,374	236.69%	Mar 31, 2024
ADVISORS' INNER CIRCLE FUND	0.09%	1,151,624	-	-	Jan 31, 2024
ROYCE FUND	0.07%	445,312	5,228	1.19%	Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS	0.06%	30,221	-	-	Dec 31, 2023
HOTCHKIS & WILEY FUNDS /DE/	0.05%	650,000	40,300	6.61%	Dec 31, 2023
PUTNAM INVESTMENT FUNDS	0.05%	235,550	25,500	12.14%	Feb 29, 2024
TIMOTHY PLAN	0.03%	129,733	-	-	Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.01%	6,556	559	9.32%	Dec 31, 2023
PFM Multi-Manager Series Trust	0.01%	11,634	753	6.92%	Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC	0.01%	78,324	8,267	11.80%	Dec 31, 2023
CLEARWATER INVESTMENT TRUST	0.01%	70,797	70,797	-	Dec 29, 2023
FIRST TRUST EXCHANGE-TRADED FUND VI	0.01%	32,855	-	-	Dec 31, 2023
FIDELITY SECURITIES FUND	0.01%	660,100	660,100	-	Jan 31, 2024
Nushares ETF Trust	0.01%	49,883	-	-	Jan 31, 2024
VANGUARD INDEX FUNDS	0.01%	2,535,135	668,884	35.84%	Dec 31, 2023
FIDELITY SELECT PORTFOLIOS	0.01%	342,000	342,000	-	Feb 29, 2024
FINANCIAL INVESTORS TRUST	0.01%	402,782	-	-	Jan 31, 2024
Harbor ETF Trust	0.00%	22,291	2,386	11.99%	Jan 31, 2024
PUTNAM VARIABLE TRUST	0.00%	97,300	97,300	-	Dec 31, 2023
VIRTUS ASSET TRUST	0.00%	90,600	-92,700	-50.57%	Dec 29, 2023
TIAA SEPARATE ACCOUNT VA 1	0.00%	745	-	-	Dec 31, 2023
SEASONS SERIES TRUST	0.00%	49,724	-6,222	-11.12%	Dec 31, 2023
FIDELITY CONCORD STREET TRUST	0.00%	403,533	19,085	4.96%	Feb 29, 2024
Calvert Variable Products, Inc.	0.00%	4,355	861	24.64%	Dec 31, 2023
HARTFORD MUTUAL FUNDS II INC	0.00%	278,247	-32,806	-10.55%	Jan 31, 2024
Principal Exchange-Traded Funds	0.00%	19,910	-	-	Mar 31, 2024
VANGUARD HORIZON FUNDS	0.00%	29,570	-	-	Dec 31, 2023
RBB FUND, INC.	0.00%	129,049	-49,617	-27.77%	Feb 29, 2024
RUSSELL INVESTMENT CO	0.00%	351,425	-130,013	-27.01%	Jan 31, 2024
TRUST FOR PROFESSIONAL MANAGERS	0.00%	288,724	288,724	-	Feb 29, 2024
PENN SERIES FUNDS INC	0.00%	26,690	25,190	1679.33%	Dec 29, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	25,929	-	-	Dec 31, 2023
RUSSELL INVESTMENT FUNDS	0.00%	48,686	-18,871	-27.93%	Dec 31, 2023
JOHN HANCOCK INVESTMENT TRUST	0.00%	55,100	-	-	Jan 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS	0.00%	34,070	-	-	Dec 31, 2023
Voya VARIABLE PORTFOLIOS INC	0.00%	17,234	-	-	Dec 31, 2023
Fidelity Rutland Square Trust II	0.00%	646,570	106,100	19.63%	Feb 29, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	2,056	-	-	Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	30,726	30	0.10%	Jan 31, 2024
TIAA-CREF LIFE FUNDS	0.00%	904	-	-	Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	293,931	133,925	83.70%	Jan 31, 2024
VANGUARD WORLD FUND	0.00%	62,200	-2,640	-4.07%	Feb 29, 2024
Lattice Strategies Trust	0.00%	392	-	-	Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	2,333	-975	-29.47%	Dec 31, 2023
Goldman Sachs ETF Trust	0.00%	15,836	15,836	-	Feb 29, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	14,100	2,100	17.50%	Dec 31, 2023
T. Rowe Price Index Trust, Inc.	0.00%	2,473	-	-	Feb 29, 2024
EQ ADVISORS TRUST	0.00%	121,589	-1,545	-1.25%	Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS	0.00%	194,306	24,279	14.28%	Feb 29, 2024
ALLSPRING MASTER TRUST	0.00%	6,077	-	-	Feb 29, 2024
RYDEX SERIES FUNDS	0.00%	387	-	-	Dec 31, 2023
Dimensional ETF Trust	0.00%	35,943	7,727	27.39%	Jan 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust	0.00%	16,087	-13,201	-45.07%	Feb 29, 2024
ProFunds	0.00%	599	245	69.21%	Jan 31, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	7,906	-29	-0.37%	Jan 31, 2024
VALIC Co I	0.00%	16,145	-65	-0.40%	Feb 29, 2024
NATIONWIDE VARIABLE INSURANCE TRUST	0.00%	6,679	-	-	Dec 31, 2023
RYDEX DYNAMIC FUNDS	0.00%	193	-	-	Dec 31, 2023
PACE SELECT ADVISORS TRUST	0.00%	12,785	-	-	Jan 31, 2024
PROSHARES TRUST	0.00%	6,165	731	13.45%	Feb 29, 2024
ADVANCED SERIES TRUST	0.00%	95,444	28,344	42.24%	Dec 29, 2023
VANGUARD WELLINGTON FUND	0.00%	9,191	-	-	Feb 29, 2024
EMPOWER FUNDS, INC.	0.00%	34,800	-33,200	-48.82%	Dec 31, 2023
RYDEX VARIABLE TRUST	0.00%	25	-	-	Dec 31, 2023
NORTHERN FUNDS	0.00%	18,616	-	-	Dec 29, 2023
COLLEGE RETIREMENT EQUITIES FUND	0.00%	23,862	-	-	Dec 31, 2023
FIRST EAGLE FUNDS	0.00%	244,862	37,653	18.17%	Jan 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST	0.00%	36,700	-	-	Dec 31, 2023
MORGAN STANLEY PATHWAY FUNDS	0.00%	1,549	-	-	Feb 29, 2024
COLUMBIA FUNDS SERIES TRUST I	0.00%	66,400	-16,200	-19.61%	Feb 29, 2024
SUNAMERICA SERIES TRUST	0.00%	4,766	-20	-0.42%	Jan 31, 2024
Brinker Capital Destinations Trust	0.00%	773	-	-	Feb 29, 2024
AMERICAN CENTURY ETF TRUST	0.00%	1,054	-	-	Feb 29, 2024
Advisors' Inner Circle Fund III	0.00%	124	27	27.84%	Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	15,470	-2,846	-15.54%	Dec 31, 2023
WILSHIRE MUTUAL FUNDS INC	0.00%	2,220	-550	-19.86%	Dec 31, 2023
WisdomTree Trust	0.00%	14,247	-	-	Feb 29, 2024
Brighthouse Funds Trust II	0.00%	13,187	-	-	Dec 31, 2023
PACIFIC SELECT FUND	0.00%	13,673	253	1.89%	Dec 31, 2023
SPDR SERIES TRUST	0.00%	81,666	-40,656	-33.24%	Dec 31, 2023
BlackRock Variable Series Funds, Inc.	0.00%	5,549	-	-	Dec 31, 2023
Bridge Builder Trust	0.00%	7,775	-	-	Dec 31, 2023
SEI INSTITUTIONAL INVESTMENTS TRUST	0.00%	14,380	-	-	Feb 29, 2024

Perella Weinberg Partners's largest mutual fund holder by % of total assets is "NUVEEN INVESTMENT TRUST", owning 316.43K shares, compromising 0.80% of its total assets.

Perella Weinberg Partners Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 24	148	18.40%
31 Dec, 23	125	20.19%
30 Sep, 23	104	4.00%
30 Jun, 23	100	3.09%
31 Mar, 23	97	6.59%
31 Dec, 22	91	-
30 Sep, 22	91	-5.21%
30 Jun, 22	96	-4.95%
31 Mar, 22	101	10.99%
31 Dec, 21	91	22.97%
30 Sep, 21	74	13.85%
30 Jun, 21	65	-

As of 31 Mar 24, 148 institutions are holding Perella Weinberg Partners's shares, representing an increase of 18.40% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	42,964,973	21.46%
31 Dec, 23	35,374,498	3.31%
30 Sep, 23	34,241,109	1.89%
30 Jun, 23	33,607,125	-3.08%
31 Mar, 23	34,676,902	-3.86%
31 Dec, 22	36,067,364	-4.34%
30 Sep, 22	37,703,393	-3.15%
30 Jun, 22	38,928,873	-11.71%
31 Mar, 22	44,090,912	16.77%
31 Dec, 21	37,759,237	4.49%
30 Sep, 21	36,136,710	6.42%
30 Jun, 21	33,957,507	-

Perella Weinberg Partners (PWP) has 42.96M shares outstanding as of 31 Mar 24, up 21.46% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	95.72%	5.74%
31 Dec, 23	40.83%	0.64%
30 Sep, 23	80.11%	1.27%
30 Jun, 23	79.42%	1.18%
31 Mar, 23	81.94%	1.21%
31 Dec, 22	82.27%	1.03%
30 Sep, 22	89.21%	1.17%
30 Jun, 22	87.32%	0.95%
31 Mar, 22	96.02%	1.22%
31 Dec, 21	88.65%	1.23%
30 Sep, 21	84.88%	1.36%
30 Jun, 21	79.05%	-

As of 31 Mar 24, Perella Weinberg Partners is held by 95.72% institutional shareholders, representing a 5.74% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	86	19.44%
31 Dec, 23	72	33.33%
30 Sep, 23	54	5.88%
30 Jun, 23	51	4.08%
31 Mar, 23	49	36.11%
31 Dec, 22	36	-12.20%
30 Sep, 22	41	-38.81%
30 Jun, 22	67	-
31 Mar, 22	67	13.56%
31 Dec, 21	59	25.53%
30 Sep, 21	47	-22.95%
30 Jun, 21	61	-

86 institutional shareholders have increased their position in PWP stock as of 31 Mar 24 compared to 72 in the previous quarter (a 19.44% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	45	21.62%
31 Dec, 23	37	32.14%
30 Sep, 23	28	-20.00%
30 Jun, 23	35	6.06%
31 Mar, 23	33	-19.51%
31 Dec, 22	41	10.81%
30 Sep, 22	37	85.00%
30 Jun, 22	20	5.26%
31 Mar, 22	19	-13.64%
31 Dec, 21	22	15.79%
30 Sep, 21	19	-
30 Jun, 21	-	-

45 institutional shareholders have reduced their position in PWP stock as of 31 Mar 24 compared to 37 in the previous quarter (a 21.62% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	148	18.40%	42,964,973	21.46%	95.72%	5.74%	86	19.44%	45	21.62%
31 Dec, 23	125	20.19%	35,374,498	3.31%	40.83%	0.64%	72	33.33%	37	32.14%
30 Sep, 23	104	4.00%	34,241,109	1.89%	80.11%	1.27%	54	5.88%	28	-20.00%
30 Jun, 23	100	3.09%	33,607,125	-3.08%	79.42%	1.18%	51	4.08%	35	6.06%
31 Mar, 23	97	6.59%	34,676,902	-3.86%	81.94%	1.21%	49	36.11%	33	-19.51%
31 Dec, 22	91	-	36,067,364	-4.34%	82.27%	1.03%	36	-12.20%	41	10.81%
30 Sep, 22	91	-5.21%	37,703,393	-3.15%	89.21%	1.17%	41	-38.81%	37	85.00%
30 Jun, 22	96	-4.95%	38,928,873	-11.71%	87.32%	0.95%	67	-	20	5.26%
31 Mar, 22	101	10.99%	44,090,912	16.77%	96.02%	1.22%	67	13.56%	19	-13.64%
31 Dec, 21	91	22.97%	37,759,237	4.49%	88.65%	1.23%	59	25.53%	22	15.79%
30 Sep, 21	74	13.85%	36,136,710	6.42%	84.88%	1.36%	47	-22.95%	19	-
30 Jun, 21	65	-	33,957,507	-	79.05%	-	61	-	-	-

Perella Weinberg Partners Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Dec 15, 2023	Shendelman Vladimir	officer	General Counsel	S-Sale	Sell	7,722	$12.46	$96.22K	67,341

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 08, 2024	PWP VoteCo Professionals LP	director	-	D-Return	Sell	6,149,211	-	-	33,524,510
Mar 07, 2024	Gottschalk Alexandra	officer	Chief Financial Officer	F-InKind	Sell	2,200	$13.54	$29.79K	55,401
Mar 07, 2024	STEEL ROBERT K	director	-	F-InKind	Sell	6,424	$13.54	$86.98K	68,737
Mar 07, 2024	Becker Dietrich	director, officer	President	F-InKind	Sell	44,044	$13.54	$596.36K	420,293
Mar 07, 2024	Bednar Andrew	director, officer	Chief Executive Officer	F-InKind	Sell	47,967	$13.54	$649.47K	495,929
Mar 07, 2024	Weinberg Peter A	director, officer	Chairman	F-InKind	Sell	56,048	$13.54	$758.89K	1,987,069
Mar 01, 2024	PWP VoteCo Professionals LP	director	-	J-Other	Sell	793,354	-	-	39,673,721
Feb 26, 2024	Becker Dietrich	director, officer	President	F-InKind	Sell	16,059	$12.97	$208.29K	464,337
Feb 26, 2024	Bednar Andrew	director, officer	Chief Executive Officer	F-InKind	Sell	17,318	$12.97	$224.61K	543,896
Feb 26, 2024	Weinberg Peter A	director, officer	Chairman	F-InKind	Sell	15,809	$12.97	$205.04K	2,043,117
Feb 26, 2024	STEEL ROBERT K	director	-	F-InKind	Sell	2,609	$12.97	$33.84K	75,161
Feb 26, 2024	Gottschalk Alexandra	officer	Chief Financial Officer	F-InKind	Sell	1,041	$12.97	$13.50K	57,601
Jan 09, 2024	PWP VoteCo Professionals LP	director	-		Sell	40,467	-	-	-
Jan 02, 2024	PWP Professional Partners LP	director	-	J-Other	Sell	40,467,075	-	-	-
Jan 02, 2024	PWP Professional Partners LP	director	-	J-Other	Sell	40,467,075	-	-	-
Dec 15, 2023	Shendelman Vladimir	officer	General Counsel	S-Sale	Sell	7,722	$12.46	$96.22K	67,341

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 08, 2024	PWP VoteCo Professionals LP	director	-	D-Return	Sell	6,149,211	-	-	33,524,510
Mar 07, 2024	Gottschalk Alexandra	officer	Chief Financial Officer	F-InKind	Sell	2,200	$13.54	$29.79K	55,401
Mar 07, 2024	STEEL ROBERT K	director	-	F-InKind	Sell	6,424	$13.54	$86.98K	68,737
Mar 07, 2024	Becker Dietrich	director, officer	President	F-InKind	Sell	44,044	$13.54	$596.36K	420,293
Mar 07, 2024	Bednar Andrew	director, officer	Chief Executive Officer	F-InKind	Sell	47,967	$13.54	$649.47K	495,929
Mar 07, 2024	Weinberg Peter A	director, officer	Chairman	F-InKind	Sell	56,048	$13.54	$758.89K	1,987,069
Mar 01, 2024	PWP VoteCo Professionals LP	director	-	J-Other	Sell	793,354	-	-	39,673,721
Feb 26, 2024	Becker Dietrich	director, officer	President	F-InKind	Sell	16,059	$12.97	$208.29K	464,337
Feb 26, 2024	Bednar Andrew	director, officer	Chief Executive Officer	F-InKind	Sell	17,318	$12.97	$224.61K	543,896
Feb 26, 2024	Weinberg Peter A	director, officer	Chairman	F-InKind	Sell	15,809	$12.97	$205.04K	2,043,117
Feb 26, 2024	STEEL ROBERT K	director	-	F-InKind	Sell	2,609	$12.97	$33.84K	75,161
Feb 26, 2024	Gottschalk Alexandra	officer	Chief Financial Officer	F-InKind	Sell	1,041	$12.97	$13.50K	57,601
Feb 20, 2024	STEEL ROBERT K	director	-	A-Award	Buy	25,164	-	-	77,770
Feb 20, 2024	Gottschalk Alexandra	officer	Chief Financial Officer	A-Award	Buy	13,359	-	-	58,642
Feb 20, 2024	Becker Dietrich	director, officer	President	A-Award	Buy	140,809	-	-	480,396
Feb 20, 2024	Bednar Andrew	director, officer	Chief Executive Officer	A-Award	Buy	225,536	-	-	561,214
Jan 09, 2024	PWP VoteCo Professionals LP	director	-		Sell	40,467	-	-	-
Jan 02, 2024	PWP Professional Partners LP	director	-	J-Other	Sell	40,467,075	-	-	-
Jan 02, 2024	PWP Professional Partners LP	director	-	J-Other	Sell	40,467,075	-	-	-
Dec 15, 2023	Shendelman Vladimir	officer	General Counsel	S-Sale	Sell	7,722	$12.46	$96.22K	67,341

The last insider sell of Perella Weinberg Partners's stock was made by PWP VoteCo Professionals LP on May 08 2024, selling 6,149,211 shares at - per share (valued at -).

Perella Weinberg Partners Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	1	-
Q1 2024	4	11	36.36%
Q4 2023	2	8	25.00%
Q3 2023	1	5	20.00%
Q2 2023	4	1	400.00%
Q1 2023	8	22	36.36%
Q4 2022	-	5	-
Q3 2022	-	6	-
Q2 2022	9	1	900.00%
Q1 2022	16	11	145.45%
Q3 2021	23	6	383.33%
Q2 2021	48	50	96.00%
Q4 2020	1	7	14.29%
Q3 2020	7	4	175.00%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Perella Weinberg Partners's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	-	-
Q1 2024	-	-	-
Q4 2023	-	1	-
Q3 2023	-	-	-
Q2 2023	-	-	-
Q1 2023	-	13	-
Q4 2022	-	4	-
Q3 2022	-	3	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q3 2021	-	-	-
Q2 2021	2	17	11.76%
Q4 2020	1	5	20.00%
Q3 2020	-	-	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Perella Weinberg Partners's stocks.

Perella Weinberg Partners Peer Ownership

Ticker	Company
PJT	PJT Partners Inc.
EVR	Evercore Inc.
OPY	Oppenheimer Holdings Inc.
HLI	Houlihan Lokey, Inc.
LAZ	Lazard Ltd
PIPR	Piper Sandler Companies
SF	Stifel Financial Corp.
MC	Moelis & Company

PWP Ownership FAQ

Who Owns Perella Weinberg Partners?

Perella Weinberg Partners is owned by institutional shareholders (95.72%), insiders (2.88%), and public (1.40%). The largest institutional shareholder of Perella Weinberg Partners is FMR LLC (16.62% of total shares) and the top mutual fund owner is NUVEEN INVESTMENT TRUST (0.80% of total shares).

Who are the major institutional shareholders of Perella Weinberg Partners?

Perella Weinberg Partners's major institutional shareholders are FMR LLC, BLACKROCK INC., VANGUARD GROUP INC, AZORA CAPITAL LP, and SCHRODER INVESTMENT MANAGEMENT GROUP. The top five shareholders own together 39.02% of the company's share outstanding.

How many Perella Weinberg Partners shareholders are there?

As of Mar 2024, there are 148 institutional shareholders of Perella Weinberg Partners.

What percentage of Perella Weinberg Partners is owned by FMR LLC?

FMR LLC owns 7.46M shares of Perella Weinberg Partners, representing 16.62% of the company's total shares outstanding, valued at $105.41M (as of Mar 2024).

What percentage of Perella Weinberg Partners is owned by BLACKROCK INC?

As of Mar 2024, BLACKROCK INC holds 3.31M shares of Perella Weinberg Partners (PWP), compromising 7.38% of the company, valued at $46.83M.

What percentage of Perella Weinberg Partners is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC is the third largest holder of Perella Weinberg Partners. The company owns 2.49M of the company's shares outstanding (worth $35.21M).