Perella Weinberg Partners Ownership | Who Owns Perella Weinberg Partners?

Overview RevenueFinancials Chart Transcripts

Perella Weinberg Partners Ownership Summary

Perella Weinberg Partners is owned by 98.45% institutional investors, 2.76% insiders. Fmr is the largest institutional shareholder, holding 14.74% of PWP shares. Fidelity Small Cap Growth is the top mutual fund, with 4.05% of its assets in Perella Weinberg Partners shares.

PWP Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Perella Weinberg Partners	98.45%	2.76%	-1.20%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Capital Markets Stocks	45.78%	17.11%	37.11%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	8.18M	14.74%	$195.06M
Blackrock	3.87M	7.87%	$62.90M
Blackrock funding, inc. /de	4.64M	7.36%	$90.19M
Vanguard group	3.16M	5.70%	$75.43M
Adage capital partners gp	3.14M	4.97%	$60.91M
William blair investment management	2.27M	3.60%	$44.05M
State street	1.32M	2.68%	$21.44M
Goldman sachs group	1.34M	2.42%	$32.04M
Wellington management group llp	1.32M	2.37%	$31.39M
Geode capital management	1.28M	2.31%	$30.57M

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	644.36K	1.51%	$12.51M
Azora capital lp	1.34M	1.18%	$26.11M
Pier capital	394.13K	1.17%	$7.65M
Basswood capital management	1.26M	1.13%	$24.53M
Penn capital management company	582.81K	0.98%	$11.33M
Emerald mutual fund advisers trust	367.16K	0.43%	$7.13M
Portolan capital management	352.89K	0.43%	$6.85M
Emerald advisers	568.21K	0.40%	$11.03M
Ranger investment management	228.28K	0.30%	$4.20M

Top Buyers

Holder	Shares	% Assets	Change
Westwood group	1.44M	0.25%	1.44M
Adage capital partners gp	3.14M	0.10%	1.33M
William blair investment management	2.27M	0.12%	934.38K
Walleye capital	1.37M	0.10%	621.57K
Eagle asset management	572.63K	0.05%	572.63K

Top Sellers

Holder	Shares	% Assets	Change
Channing capital management	-	-	-2.14M
Philadelphia financial management of san francisco	-	-	-1.14M
Azora capital lp	1.34M	1.18%	-477.52K
Balyasny asset management	-	-	-423.07K
Spears abacus advisors	-	-	-372.53K

New Positions

Holder	Shares	% Assets	Change	Value
Eagle asset management	572.63K	0.05%	572.63K	$9.16M
Pier capital	394.13K	1.17%	394.13K	$7.65M
Portolan capital management	352.89K	0.43%	352.89K	$6.85M
Public employees retirement system of ohio	122.54K	0.01%	122.54K	$1.99M
Y-intercept (hong kong)	88.54K	0.04%	88.54K	$1.72M

Sold Out

Holder	Change
Amundi	-2.00
Nelson, van denburg & campbell wealth management group	-9.00
Capital performance advisors llp	-38.00
Northwestern mutual wealth management	-49.00
Newedge advisors	-50.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	71	-52.98%	21,621,965	-56.71%	38	0.48%	43	-49.41%	17	-63.83%
Sep 30, 2024	151	16.15%	49,949,823	5.48%	89	0.97%	85	10.39%	47	14.63%
Jun 30, 2024	127	-15.33%	47,325,635	9.57%	96	1.04%	74	-13.95%	41	-12.77%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Small Cap Growth	2.54M	4.05%	-3.03K
FIAM Small Cap Core Composite	2.24M	3.53%	8.63K
FIAM Small Cap Core CIT Cl B	2.04M	3.26%	-35.40K
Vanguard Total Stock Mkt Idx Inv	1.82M	2.91%	-40.32K
iShares Russell 2000 ETF	1.45M	2.32%	-27.51K
Columbia Small Cap Growth Inst	1.25M	1.99%	61.29K
Columbia Small Cap Growth	1.25M	1.96%	554.70K
Macquarie Small Cap Core I	937.18K	1.50%	-
Delaware Small Cap Core I	811.66K	1.48%	-
Putnam Small Cap Growth A	854.20K	1.37%	45.86K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 11, 2025	STEEL ROBERT K	-	Sell	$1.57M
Sep 10, 2025	STEEL ROBERT K	-	Sell	$1.13M
Sep 09, 2025	STEEL ROBERT K	-	Sell	$1.97M
Aug 08, 2025	Becker Dietrich	President	Sell	$3.94M
Jun 11, 2025	STEEL ROBERT K	-	Sell	$529.01K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	4
2025 Q2	-	7
2025 Q1	-	6
2024 Q4	-	6
2024 Q3	-	-

PWP Ownership FAQ

Who Owns Perella Weinberg Partners?

Perella Weinberg Partners shareholders are primarily institutional investors at 98.45%, followed by 2.76% insiders and -1.21% retail investors. The average institutional ownership in Perella Weinberg Partners's industry, Capital Markets Stocks, is 45.78%, which Perella Weinberg Partners exceeds.

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 (4.64M shares, 7.36%). Together, they hold 29.97% 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 4.05% of its total shares outstanding invested in 2.54M Perella Weinberg Partners shares.

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