Perella Weinberg Partners Ownership | Who Owns Perella Weinberg Partners?
Perella Weinberg Partners Ownership Summary
Perella Weinberg Partners is owned by 61.95% institutional investors, 2.59% insiders, and 35.46% retail investors. Fmr is the largest institutional shareholder, holding 15.23% 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 | 61.95% | 2.59% | 35.46% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Capital Markets Stocks | 28.28% | 14.21% | 57.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 9.60M | 15.23% | $204.74M |
| Blackrock | 3.87M | 7.87% | $62.90M |
| Wellington management group llp | 4.17M | 6.61% | $88.91M |
| Vanguard group | 3.72M | 5.90% | $64.40M |
| Adage capital partners gp | 1.87M | 2.97% | $39.92M |
| Westwood group | 1.77M | 2.81% | $37.75M |
| State street | 1.76M | 2.79% | $37.50M |
| Ameriprise financial | 1.58M | 2.50% | $33.65B |
| Walleye capital | 1.46M | 2.31% | $31.04M |
| Basswood capital management | 1.29M | 2.05% | $27.56M |
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 | 635.32K | 1.82% | $13.55M |
| Basswood capital management | 1.29M | 1.13% | $27.56M |
| Pier capital | 264.98K | 0.73% | $4.58M |
| Emerald advisers | 988.71K | 0.53% | $17.10M |
| Emerald mutual fund advisers trust | 541.28K | 0.46% | $9.36M |
| Ranger investment management | 369.17K | 0.44% | $6.39M |
| Westwood group | 1.77M | 0.27% | $37.75M |
| Ceredex value advisors | 419.64K | 0.21% | $8.95M |
| William blair investment management | 3.95M | 0.19% | $68.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 9.60M | 0.01% | 1.10M |
| Rockefeller capital management | 714.94K | 0.03% | 714.94K |
| Morgan stanley | 1.14M | 0.00% | 668.80K |
| Nuveen | 2.86M | 0.01% | 646.14K |
| 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 |
| Adage capital partners gp | 1.87M | 0.06% | -1.26M |
| Philadelphia financial management of san francisco | - | - | -1.14M |
| Macquarie group | - | - | -1.05M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Rockefeller capital management | 714.94K | 0.03% | 714.94K | $15.24M |
| Eagle asset management | 572.63K | 0.05% | 572.63K | $9.16M |
| Jane street group | 82.63K | 0.00% | 82.63K | $1.43M |
| Wesbanco bank | 57.00K | 0.03% | 57.00K | $986.10K |
| Federated hermes | 32.70K | 0.00% | 32.70K | $565.71K |
Sold Out
| Holder | Change |
|---|---|
| Amundi | -2.00 |
| Nelson, van denburg & campbell wealth management group | -9.00 |
| Jpl wealth management | -20.00 |
| Grey fox wealth advisors | -20.00 |
| Skopos labs | -27.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 71 | -52.98% | 21,621,965 | -56.71% | 38 | 0.48% | 43 | -49.41% | 17 | -63.83% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Small Cap Growth | 2.54M | 4.05% | - |
| 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 | 1.50M | 2.40% | - |
| Columbia Small Cap Growth Inst | 1.25M | 1.99% | - |
| Columbia Small Cap Growth | 1.25M | 1.96% | 554.70K |
| Delaware Small Cap Core I | 811.66K | 1.48% | - |
| Macquarie Small Cap Core I | 871.70K | 1.39% | -65.48K |
| 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 |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 7 |
| 2025 Q1 | - | 6 |
PWP Ownership FAQ
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