| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 15% | +12% | $204,742,847 | +$23,374,864 | 9,603,323 | +13% | FMR LLC | 30 Sep 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | 6.9% | +36% | $84,530,463 | +$26,086,284 | 4,352,753 | +45% | Wellington Management Group LLP | 30 Jun 2025 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5.7% | $78,422,657 | 3,678,361 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 30 Sep 2025 |
As of 30 Sep 2025, 160 institutional investors reported holding 64,842,763 shares of Perella Weinberg Partners - Common Stock (PWP). This represents 100% of the company’s total 64,532,649 outstanding shares.
The largest institutional shareholders of Perella Weinberg Partners - Common Stock (PWP) together control 79% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FMR LLC | 15% | 9,603,323 | +13% | 0.01% | $204,742,848 |
| BlackRock, Inc. | 7.2% | 4,668,272 | +0.51% | 0% | $99,527,558 |
| WELLINGTON MANAGEMENT GROUP LLP | 6.5% | 4,170,262 | -4.2% | 0.02% | $88,909,986 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5.5% | 3,566,511 | +57% | 0.2% | $76,038,015 |
| VANGUARD GROUP INC | 5.4% | 3,481,393 | -1.5% | 0% | $74,223,299 |
| Nuveen, LLC | 3.4% | 2,215,262 | +1622% | 0.01% | $47,229,385 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 2.9% | 1,872,519 | -40% | 0.06% | $39,922,105 |
| WESTWOOD HOLDINGS GROUP INC | 2.7% | 1,770,764 | +23% | 0.27% | $37,753,000 |
| STATE STREET CORP | 2.7% | 1,758,758 | +4.6% | 0% | $37,496,721 |
| AMERIPRISE FINANCIAL INC | 2.4% | 1,578,098 | +0.19% | 0.01% | $33,645,078 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 1,508,047 | +1.2% | 0% | $32,156,066 |
| GOLDMAN SACHS GROUP INC | 2.3% | 1,506,133 | +4.9% | 0% | $32,110,757 |
| Walleye Capital LLC | 2.3% | 1,455,874 | +6% | 0.25% | $31,039,234 |
| WASATCH ADVISORS LP | 2.1% | 1,326,164 | +0.35% | 0.15% | $28,273,816 |
| FRANKLIN RESOURCES INC | 2% | 1,300,025 | +12% | 0.01% | $27,716,533 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 2% | 1,292,524 | +2.3% | 1.3% | $27,556,612 |
| ROYCE & ASSOCIATES LP | 1.8% | 1,163,300 | +25% | 0.25% | $24,801,556 |
| RAYMOND JAMES FINANCIAL INC | 1.7% | 1,123,207 | +22% | 0.01% | $23,946,773 |
| MACQUARIE GROUP LTD | 1.6% | 1,049,755 | -8.9% | 0.03% | $22,381,000 |
| BANK OF AMERICA CORP /DE/ | 1.4% | 924,686 | +2% | 0% | $19,714,306 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.3% | 854,967 | -29% | 0.01% | $18,424,539 |
| GW&K Investment Management, LLC | 1.3% | 810,691 | -2.6% | 0.15% | $17,284,000 |
| EMERALD ADVISERS, LLC | 1.2% | 803,654 | +41% | 0.55% | $17,133,903 |
| Boston Partners | 1.2% | 755,609 | +29% | 0.02% | $16,107,701 |
| Rockefeller Capital Management L.P. | 1.1% | 714,944 | 0.03% | $15,242,606 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 31,404 | $543,051 | +$179,159 | $17.30 | 9 |
| 2025 Q3 | 64,842,763 | $1,382,661,591 | +$61,296,076 | $21.32 | 160 |
| 2025 Q2 | 62,354,061 | $1,210,921,801 | +$132,475,467 | $19.42 | 164 |
| 2025 Q1 | 55,550,122 | $1,022,399,514 | +$36,837,081 | $18.40 | 169 |
| 2024 Q4 | 52,550,989 | $1,252,615,095 | +$65,265,362 | $23.84 | 170 |
| 2024 Q3 | 49,944,281 | $968,231,480 | +$52,407,355 | $19.31 | 147 |
| 2024 Q2 | 47,355,340 | $769,268,873 | +$72,189,964 | $16.25 | 126 |
| 2024 Q1 | 43,172,007 | $609,714,727 | +$115,614,156 | $14.13 | 147 |
| 2023 Q4 | 18,642 | $227,992 | -$453 | $12.23 | 1 |
| 2023 Q3 | 34,068,874 | $346,596,906 | +$6,524,293 | $10.18 | 101 |
| 2023 Q2 | 33,486,792 | $278,760,030 | -$11,482,781 | $8.33 | 99 |
| 2023 Q1 | 34,724,820 | $315,760,692 | -$13,343,443 | $9.10 | 97 |
| 2022 Q4 | 35,868,907 | $351,296,670 | -$11,692,970 | $9.80 | 89 |
| 2022 Q3 | 37,600,287 | $237,864,499 | -$7,784,527 | $6.33 | 88 |
| 2022 Q2 | 38,884,778 | $226,806,891 | -$38,828,770 | $5.83 | 89 |
| 2022 Q1 | 44,186,030 | $417,360,260 | +$58,152,260 | $9.45 | 95 |
| 2021 Q4 | 37,758,921 | $485,584,384 | +$22,067,721 | $12.86 | 87 |
| 2021 Q3 | 36,136,691 | $478,608,000 | +$27,978,918 | $13.25 | 64 |
| 2021 Q2 | 34,207,507 | $434,663,000 | +$434,662,521 | $12.86 | 58 |