PERELLA WEINBERG PARTNERS (PWP)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
162
Reporting holders
$1.2B
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $158.0M | 9,897,191 | 0.01% | 21q | -1.5%-$2.3M |
| BlackRock, Inc. | $87.2M | 5,465,698 | 0.00% | 8q | +14.4%+$11.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $82.8M | 5,189,199 | 0.01% | 21q | +32.2%+$20.2M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $70.1M | 4,390,541 | 0.21% | 9q | +7.7%+$5.0M |
| Nuveen, LLC | $57.5M | 3,601,078 | 0.01% | 6q | +21.0%+$10.0M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $52.9M | 3,311,618 | 0.07% | 21q | +26.8%+$11.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $48.4M | 3,032,455 | 0.00% | 2q | +9.8%+$4.3M |
| Capital World Investors | $42.7M | 2,675,588 | 0.01% | 2q | +2.8%+$1.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $40.7M | 2,549,221 | 0.06% | 3q | +104.1%+$20.7M |
| Boston Partners | $40.6M | 2,543,113 | 0.04% | 21q | +28.2%+$8.9M |
| AMERIPRISE FINANCIAL INC | $36.2M | 2,268,931 | 0.01% | 19q | -42.3%-$26.6M |
| STATE STREET CORP | $32.5M | 2,038,898 | 0.00% | 20q | +14.9%+$4.2M |
| WESTWOOD HOLDINGS GROUP INC | $29.7M | 1,860,521 | 0.22% | 5q | -5.0%-$1.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $29.1M | 1,825,865 | 0.00% | 21q | +13.1%+$3.4M |
| GOLDMAN SACHS GROUP INC | $28.2M | 1,765,887 | 0.00% | 16q | -4.1%-$1.2M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $25.9M | 1,624,195 | 0.24% | 3q | -13.0%-$3.9M |
| BANK OF AMERICA CORP /DE/ | $24.2M | 1,515,078 | 0.00% | 20q | +15.1%+$3.2M |
| ROYCE & ASSOCIATES LP | $22.2M | 1,393,188 | 0.18% | 13q | +43.3%+$6.7M |
| RAYMOND JAMES FINANCIAL INC | $20.8M | 1,302,843 | 0.01% | 7q | -0.6%-$116.8K |
| Aristotle Capital Boston, LLC | $18.4M | 1,152,220 | 1.23% | 3q | -6.6%-$1.3M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $17.4M | 1,128,125 | 0.01% | 21q | +14.0%+$2.1M |
| DIMENSIONAL FUND ADVISORS LP | $15.7M | 981,178 | 0.00% | 13q | +15.0%+$2.0M |
| Walleye Capital LLC | $15.3M | 960,597 | 0.05% | 7q | -28.6%-$6.2M |
| First Eagle Investment Management, LLC | $14.4M | 901,189 | 0.02% | 12q | +46.5%+$4.6M |
| Russell Investments Group, Ltd. | $13.3M | 830,393 | 0.01% | 17q | HELD |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $12.6M | 788,737 | 0.50% | 12q | HELD |
| Point72 Asset Management, L.P. | $11.6M | 724,159 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $10.6M | 664,754 | 0.02% | 4q | -3.4%-$375.8K |
| Balyasny Asset Management L.P. | $10.5M | 654,989 | 0.01% | new | NEW |
| MARSHALL WACE, LLP | $10.3M | 644,227 | 0.01% | 2q | +103.3%+$5.2M |
| NORTHERN TRUST CORP | $9.6M | 599,347 | 0.00% | 20q | +11.9%+$1.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $9.5M | 594,798 | 0.00% | 2q | +19.2%+$1.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.5M | 592,558 | 0.00% | 20q | +7.1%+$629.2K |
| Sixth Street Partners Management Company, L.P. | $9.5M | 592,558 | 0.00% | new | NEW |
| Ceredex Value Advisors LLC | $9.0M | 567,000 | 0.25% | 14q | -2.4%-$221.8K |
| VANGUARD FIDUCIARY TRUST CO | $8.1M | 508,971 | 0.00% | 2q | +10.6%+$777.0K |
| SEI INVESTMENTS CO | $7.7M | 481,233 | 0.01% | 21q | -21.2%-$2.1M |
| LOOMIS SAYLES & CO L P | $7.6M | 474,830 | 0.01% | 6q | HELD |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $7.0M | 441,460 | 0.05% | 6q | -4.7%-$350.7K |
| STATE OF WISCONSIN INVESTMENT BOARD | $6.5M | 405,042 | 0.01% | 21q | -9.1%-$648.8K |
| WASATCH ADVISORS LP | $5.9M | 366,781 | 0.04% | 11q | -67.3%-$12.0M |
| Ranger Investment Management, L.P. | $5.1M | 321,985 | 0.33% | 7q | -12.5%-$732.1K |
| MORGAN STANLEY | $5.1M | 319,422 | 0.00% | 21q | -13.6%-$800.7K |
| Bank of New York Mellon Corp | $4.3M | 269,446 | 0.00% | 20q | +13.4%+$508.7K |
| Grandeur Peak Global Advisors, LLC | $3.4M | 97,209 | 0.39% | 13q | -77.0%-$11.4M |
| UBS Group AG | $3.1M | 197,295 | 0.00% | 19q | -13.6%-$494.6K |
| FIRST TRUST ADVISORS LP | $2.5M | 154,943 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $2.4M | 148,012 | 0.00% | 10q | +0.7%+$15.5K |
| Swiss National Bank | $2.1M | 134,500 | 0.00% | 19q | +2.0%+$41.5K |
| WESBANCO BANK INC | $2.0M | 124,000 | 0.05% | 3q | +47.6%+$638.4K |
| Freestone Grove Partners LP | $1.9M | 118,061 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1.8M | 115,780 | 0.00% | 14q | -37.3%-$1.1M |
| JPMORGAN CHASE & CO | $1.8M | 118,864 | 0.00% | 20q | +217.4%+$1.3M |
| Voleon Capital Management LP | $1.5M | 93,955 | 0.03% | 2q | +311.7%+$1.1M |
| ALLIANCEBERNSTEIN L.P. | $1.5M | 82,190 | 0.00% | 17q | +64.1%+$582.9K |
| Invesco Ltd. | $1.5M | 92,196 | 0.00% | 17q | +5.0%+$70.0K |
| RHUMBLINE ADVISERS | $1.4M | 88,681 | 0.00% | 17q | +12.8%+$160.2K |
| CITADEL ADVISORS LLC | $1.4M | 67,135 | 0.00% | 4q | +50.2%+$469.7K |
| BARCLAYS PLC | $1.4M | 87,165 | 0.00% | 18q | +5.9%+$77.4K |
| CITIGROUP INC | $1.3M | 79,849 | 0.00% | 19q | +1288.7%+$1.2M |
| Atom Investors LP | $1.2M | 76,787 | 0.11% | new | NEW |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.2M | 76,264 | 0.00% | 5q | HELD |
| Cinctive Capital Management LP | $1.2M | 75,324 | 0.04% | new | NEW |
| DEUTSCHE BANK AG\ | $1.2M | 74,733 | 0.00% | 20q | +31.5%+$285.7K |
| Private Advisor Group, LLC | $1.2M | 72,315 | 0.01% | 17q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.0M | 65,291 | 0.00% | 9q | -2.6%-$27.6K |
| Legal & General Group Plc | $1.0M | 64,200 | 0.00% | 19q | +54.5%+$361.4K |
| KENNEDY CAPITAL MANAGEMENT LLC | $934.6K | 58,560 | 0.02% | 13q | -1.7%-$16.1K |
| NEUBERGER BERMAN GROUP LLC | $910.3K | 57,034 | 0.00% | 3q | -3.9%-$37.4K |
| Riverwater Partners LLC | $741.3K | 46,447 | 0.22% | 2q | -48.5%-$699.0K |
| ALGERT GLOBAL LLC | $730.8K | 45,790 | 0.01% | 15q | -50.2%-$737.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $709.0K | 44,426 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $697.6K | 43,710 | 0.00% | 8q | +58.3%+$256.9K |
| Quantinno Capital Management LP | $671.0K | 42,044 | 0.00% | 4q | +28.2%+$147.7K |
| MetLife Investment Management, LLC | $641.4K | 40,187 | 0.00% | 17q | +10.1%+$58.8K |
| Jupiter Topco LLC | $582.6K | 36,494 | 0.00% | new | FIRST |
| Vident Advisory, LLC | $582.4K | 36,490 | 0.00% | 2q | HELD |
| Jain Global LLC | $568.7K | 35,630 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $547.3K | 34,295 | 0.00% | 8q | -77.8%-$1.9M |
| Y-Intercept (Hong Kong) Ltd | $544.4K | 34,113 | 0.01% | new | NEW |
| Penn Capital Management Company, LLC | $516.5K | 32,362 | 0.03% | 6q | -19.1%-$122.1K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $516.3K | 32,351 | 0.00% | 9q | +5.5%+$26.8K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $469.4K | 29,409 | 0.00% | 17q | +4.7%+$21.3K |
| EMERALD ADVISERS, LLC | $440.0K | 27,567 | 0.01% | 6q | -97.3%-$15.8M |
| RITHOLTZ WEALTH MANAGEMENT | $437.6K | 27,420 | 0.00% | 2q | +100.0%+$218.8K |
| XTX Topco Ltd | $432.6K | 27,108 | 0.01% | new | NEW |
| Jump Financial, LLC | $426.0K | 26,690 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $420.9K | 26,371 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $393.5K | 24,655 | 0.00% | 17q | +17.1%+$57.5K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $370.7K | 23,225 | 0.00% | 17q | HELD |
| Creative Planning | $370.6K | 23,221 | 0.00% | 7q | -45.5%-$309.0K |
| ALLSTATE CORP | $355.9K | 22,298 | 0.00% | new | NEW |
| Kings Path Partners LLC | $352.1K | 22,060 | 0.09% | 7q | -50.0%-$352.1K |
| IFP Advisors, Inc | $340.8K | 21,354 | 0.01% | 7q | +7779.7%+$336.5K |
| Police & Firemen's Retirement System of New Jersey | $330.7K | 20,721 | 0.00% | 7q | +22.7%+$61.2K |
| Wescott Financial Advisory Group, LLC | $327.4K | 20,513 | 0.03% | 9q | HELD |
| Bleakley Financial Group, LLC | $323.5K | 20,268 | 0.00% | 15q | -2.9%-$9.5K |
| COMMERCE BANK | $321.8K | 20,163 | 0.00% | 10q | +27.2%+$68.9K |
| ARIZONA STATE RETIREMENT SYSTEM | $295.2K | 18,495 | 0.00% | 17q | +1.0%+$2.9K |
| PDT Partners, LLC | $290.5K | 18,200 | 0.02% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | Wellington Management Group LLPwith 3 co-filers | 7.3% |
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 13.9% |
| 2026-08-03 | 13G | Nuveen Asset Management, LLC | 2.9% |
| 2026-08-03 | 13G | TIAA CREF INVESTMENT MANAGEMENT LLC | 2.0% |
| 2026-08-03 | 13G | TEACHERS ADVISORS, LLC | 0.2% |
| 2026-07-31 | 13G | Vanguard Capital Management | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 162 | $1.2B | 77,928,838 | 27 | 65 | 46 | 0.0% |
| Q1 2026 | 158 | $1.4B | 75,304,474 | 21 | 70 | 39 | 0.0% |
| Q4 2025 | 160 | $1.2B | 67,687,549 | 23 | 60 | 47 | 0.0% |
| Q3 2025 | 156 | $1.4B | 64,305,460 | 24 | 65 | 47 | 0.3% |
| Q2 2025 | 156 | $1.2B | 61,760,148 | 23 | 80 | 36 | 0.0% |
| Q1 2025 | 162 | $998.1M | 54,651,956 | 20 | 64 | 50 | 0.0% |
| Q4 2024 | 166 | $1.2B | 51,414,566 | 36 | 60 | 46 | 0.1% |
| Q3 2024 | 140 | $956.0M | 49,379,581 | 28 | 49 | 41 | 0.2% |
| Q2 2024 | 120 | $757.8M | 46,717,805 | 13 | 56 | 36 | 0.2% |
| Q1 2024 | 136 | $594.4M | 42,108,119 | 32 | 44 | 43 | 0.3% |
| Q4 2023 | 115 | $430.2M | 35,090,603 | 20 | 46 | 23 | 0.5% |
| Q3 2023 | 97 | $340.9M | 33,572,629 | 10 | 35 | 26 | 0.1% |
| Q2 2023 | 95 | $276.4M | 33,365,961 | 15 | 31 | 32 | 0.1% |
| Q1 2023 | 85 | $338.9M | 37,418,636 | 10 | 31 | 28 | 0.1% |
| Q4 2022 | 76 | $321.9M | 32,627,527 | 9 | 22 | 34 | 0.2% |
| Q3 2022 | 93 | $239.6M | 37,832,310 | 11 | 30 | 35 | 0.1% |
| Q2 2022 | 95 | $228.2M | 39,033,946 | 27 | 40 | 20 | 0.2% |
| Q1 2022 | 99 | $422.4M | 44,282,481 | 19 | 48 | 17 | 1.0% |
| Q4 2021 | 90 | $501.0M | 37,759,225 | 30 | 27 | 23 | 3.1% |
| Q3 2021 | 72 | $490.5M | 36,136,691 | 23 | 24 | 16 | 2.4% |
| Q2 2021 | 65 | $446.9M | 34,207,507 | 67 | 0 | 0 | 2.7% |