Perella Weinberg Partners Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 08/13/2026 | 9.90 M | $157.96 M | -1.46% | 13.35% |
| BLACKROCK, INC. | 08/07/2026 | 5.47 M | $87.23 M | 14.45% | 7.37% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 5.19 M | $82.82 M | 32.18% | 7.00% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 4.39 M | $70.07 M | 7.71% | 5.92% |
| NUVEEN, LLC | 08/11/2026 | 3.60 M | $57.47 M | 21.03% | 4.86% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 08/14/2026 | 3.31 M | $52.85 M | 26.79% | 4.47% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.03 M | $48.40 M | 9.81% | 4.09% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 2.68 M | $42.70 M | 2.80% | 3.61% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 2.55 M | $40.69 M | 104.08% | 3.44% |
| BOSTON PARTNERS | 08/04/2026 | 2.54 M | $40.58 M | 28.19% | 3.43% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 2.27 M | $36.21 M | 15.34% | 3.06% |
| STATE STREET CORP | 08/07/2026 | 2.04 M | $32.54 M | 14.90% | 2.75% |
| WESTWOOD HOLDINGS GROUP INC | 08/14/2026 | 1.86 M | $29.69 M | -4.99% | 2.51% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.83 M | $29.15 M | 13.15% | 2.46% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.77 M | $28.18 M | -4.09% | 2.38% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 08/14/2026 | 1.62 M | $25.92 M | -13.03% | 2.19% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.52 M | $24.18 M | 15.09% | 2.04% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 1.39 M | $22.24 M | 43.33% | 1.88% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.30 M | $20.79 M | -0.56% | 1.76% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 1.29 M | $20.61 M | 22.49% | 1.74% |
| ARISTOTLE CAPITAL BOSTON, LLC | 08/14/2026 | 1.15 M | $18.39 M | -6.59% | 1.55% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/13/2026 | 1.13 M | $17.40 M | 13.98% | 1.52% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 981.18 K | $15.66 M | 15.03% | 1.32% |
| WALLEYE CAPITAL LLC | 08/03/2026 | 960.60 K | $15.33 M | -28.65% | 1.30% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/24/2026 | 901.19 K | $14.38 M | 46.52% | 1.22% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 830.39 K | $13.25 M | -0.24% | 1.12% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2026 | 788.74 K | $12.59 M | 0.00% | 1.06% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 724.16 K | $11.56 M | 100.00% | 0.98% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 664.75 K | $10.61 M | -3.42% | 0.90% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 654.99 K | $10.45 M | 100.00% | 0.88% |
| MARSHALL WACE, LLP | 08/13/2026 | 644.23 K | $10.28 M | 103.27% | 0.87% |
| NORTHERN TRUST CORP | 08/13/2026 | 599.35 K | $9.57 M | 11.86% | 0.81% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 594.80 K | $9.49 M | 19.22% | 0.80% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 592.56 K | $9.46 M | 7.13% | 0.80% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 592.56 K | $9.46 M | 100.00% | 0.80% |
| CEREDEX VALUE ADVISORS LLC | 08/11/2026 | 567.00 K | $9.05 M | -2.39% | 0.76% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 508.97 K | $8.12 M | 10.58% | 0.69% |
| SEI INVESTMENTS CO | 08/14/2026 | 481.23 K | $7.68 M | -21.19% | 0.65% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 474.83 K | $7.58 M | -0.37% | 0.64% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/14/2026 | 441.46 K | $7.05 M | -4.74% | 0.60% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 405.04 K | $6.46 M | -9.12% | 0.55% |
| WASATCH ADVISORS LP | 07/10/2026 | 366.78 K | $5.85 M | -67.26% | 0.49% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 08/13/2026 | 321.99 K | $5.14 M | -12.47% | 0.43% |
| MORGAN STANLEY | 08/13/2026 | 319.42 K | $5.10 M | -13.57% | 0.43% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 269.45 K | $4.30 M | 13.42% | 0.36% |
| UBS GROUP AG | 08/13/2026 | 197.30 K | $3.15 M | -13.58% | 0.27% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 154.94 K | $2.47 M | 100.00% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 148.01 K | $2.36 M | 0.66% | 0.20% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 08/12/2026 | 140.70 K | $2.25 M | 17.96% | 0.19% |
| SWISS NATIONAL BANK | 08/11/2026 | 134.50 K | $2.15 M | 1.97% | 0.18% |
Perella Weinberg Partners institutional Ownership - FAQ's
During the previous two years, 213 institutional investors and hedge funds held shares of Perella Weinberg Partners. The most heavily invested institutionals were:
FMR LLC: 9.9 M
BlackRock, Inc.: 5.47 M
WELLINGTON MANAGEMENT GROUP LLP: 5.19 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 4.39 M
Nuveen, LLC: 3.6 M
ADAGE CAPITAL PARTNERS GP, L.L.C.: 3.31 M
107.29% of Perella Weinberg Partners stock is owned by institutional investors.
Institutional investors have bought a total of 89.10 M shares in the last 24 months. This purchase volume represents approximately $1.49 B in transactions.