Perella Weinberg Partners Ownership | Who Owns Perella Weinberg Partners?
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 3.69% of its assets in Perella Weinberg Partners shares.
PWP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Perella Weinberg Partners | 51.15% | 3.06% | 45.80% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Capital Markets Stocks | 33.13% | 15.25% | 51.62% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 10.04M | 14.88% | $182.40M |
| Blackrock | 3.87M | 7.87% | $62.90M |
| Blackrock funding, inc. /de | 4.78M | 7.08% | $86.73M |
| William blair investment management | 4.08M | 6.04% | $74.03M |
| Vanguard group | 3.72M | 5.90% | $64.40M |
| Wellington management group llp | 3.93M | 5.82% | $71.29M |
| Nuveen | 2.98M | 4.41% | $54.03M |
| Adage capital partners gp | 2.61M | 3.87% | $47.43M |
| Capital world investors | 2.60M | 3.86% | $47.26M |
| Boston partners | 1.98M | 2.94% | $36.02M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Atalaya capital management lp | 54.80K | 1.98% | $890.43K |
| Grandeur peak global advisors | 423.51K | 1.80% | $7.69M |
| Aristotle capital boston | 1.23M | 1.39% | $22.40M |
| Pier capital | 260.18K | 0.78% | $4.72M |
| Basswood capital management | 788.74K | 0.68% | $14.32M |
| Emerald advisers | 1.02M | 0.59% | $18.52M |
| Bull street advisors | 63.28K | 0.57% | $1.15M |
| Emerald mutual fund advisers trust | 621.77K | 0.55% | $11.29M |
| Riverwater partners | 90.24K | 0.55% | $1.64M |
| Ranger investment management | 367.86K | 0.48% | $6.68M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 2.60M | 0.01% | 2.60M |
| Aristotle capital boston | 1.23M | 1.39% | 745.99K |
| Frontier capital management | 1.87M | 0.35% | 646.76K |
| Boston partners | 1.98M | 0.04% | 604.90K |
| Eagle asset management | 572.63K | 0.05% | 572.63K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Channing capital management | - | - | -2.14M |
| Azora capital lp | - | - | -1.34M |
| Philadelphia financial management of san francisco | - | - | -1.14M |
| Macquarie group | - | - | -1.05M |
| Morgan stanley | 369.59K | 0.00% | -767.68K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Capital world investors | 2.60M | 0.01% | 2.60M | $47.26M |
| Eagle asset management | 572.63K | 0.05% | 572.63K | $9.16M |
| Vanguard fiduciary trust | 460.28K | 0.00% | 460.28K | $8.36M |
| Marshall wace, llp | 316.93K | 0.01% | 316.93K | $5.76M |
| J. goldman & co lp | 145.62K | 0.08% | 145.62K | $2.64M |
Sold Out
| Holder | Change |
|---|---|
| Amundi | -2.00 |
| Nelson, van denburg & campbell wealth management group | -9.00 |
| Grey fox wealth advisors | -20.00 |
| Skopos labs | -27.00 |
| Td private client wealth | -36.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 95 | -42.77% | 34,521,063 | -49.63% | 51 | 0.45% | 62 | -37.37% | 19 | -62.00% |
| Dec 31, 2025 | 118 | -28.05% | 39,091,911 | -39.71% | 61 | 0.59% | 67 | -30.93% | 36 | -30.77% |
| Sep 30, 2025 | 158 | -3.66% | 63,946,792 | 2.55% | 101 | 1.04% | 92 | -20.69% | 51 | 41.67% |
| Jun 30, 2025 | 162 | -5.26% | 62,084,415 | 11.76% | 98 | 1.23% | 114 | 25.27% | 36 | -38.98% |
| Mar 31, 2025 | 13 | -92.40% | 4,882,793 | -90.70% | 7 | 0.09% | 7 | -93.27% | 6 | -87.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 2.60M | 3.69% | 2.60M |
| Fidelity Small Cap Growth | 2.60M | 3.69% | 58.90K |
| FIAM Small Cap Core Composite | 1.98M | 2.83% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.99M | 2.81% | 43.40K |
| FIAM Small Cap Core CIT Cl B | 1.95M | 2.76% | -26.10K |
| Fidelity Small Cap Value Fund | 1.78M | 2.52% | 278.26K |
| iShares Russell 2000 ETF | 1.53M | 2.16% | 12.93K |
| Columbia Small Cap Growth | 1.48M | 2.10% | 221.74K |
| Columbia Small Cap Growth Inst | 1.48M | 2.09% | 153.40K |
| CREF Total Global Stock Account R3 | 1.22M | 1.72% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 20, 2026 | Gottschalk Alexandra | Chief Financial Officer | Sell | $244.75K |
| May 19, 2026 | Gottschalk Alexandra | Chief Financial Officer | Sell | $769.79K |
| May 05, 2026 | Gottschalk Alexandra | Chief Financial Officer | Sell | $1.02M |
| Sep 10, 2025 | STEEL ROBERT K | - | Sell | $1.13M |
| Sep 11, 2025 | STEEL ROBERT K | - | Sell | $1.57M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 3 |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 7 |
PWP Ownership FAQ
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