Perella Weinberg Partners Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 11/13/2025 | 9.60 M | $204.74 M | 12.89% | 15.23% |
| BLACKROCK, INC. | 11/12/2025 | 4.67 M | $99.53 M | 0.51% | 7.40% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 4.17 M | $88.91 M | -4.19% | 6.61% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 3.57 M | $76.04 M | 57.24% | 5.66% |
| VANGUARD GROUP INC | 11/07/2025 | 3.48 M | $74.22 M | -1.49% | 5.52% |
| NUVEEN, LLC | 11/12/2025 | 2.22 M | $47.23 M | 1,621.63% | 3.51% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2025 | 1.87 M | $39.92 M | -40.30% | 2.97% |
| WESTWOOD HOLDINGS GROUP INC | 11/14/2025 | 1.77 M | $37.75 M | 22.73% | 2.81% |
| STATE STREET CORP | 11/14/2025 | 1.76 M | $37.50 M | 4.61% | 2.79% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 1.58 M | $33.65 M | 0.19% | 2.50% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.51 M | $32.16 M | 1.17% | 2.39% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.51 M | $32.11 M | 4.85% | 2.39% |
| WALLEYE CAPITAL LLC | 11/14/2025 | 1.46 M | $31.04 M | 6.05% | 2.31% |
| WASATCH ADVISORS LP | 11/14/2025 | 1.33 M | $28.27 M | 0.35% | 2.10% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 1.30 M | $27.72 M | 12.30% | 2.06% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11/14/2025 | 1.29 M | $27.56 M | 2.32% | 2.05% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 1.16 M | $24.80 M | 25.30% | 1.84% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 1.12 M | $23.95 M | 22.31% | 1.78% |
| MACQUARIE GROUP LTD | 11/13/2025 | 1.05 M | $22.38 M | -8.87% | 1.66% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 924.69 K | $19.71 M | 1.98% | 1.47% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2025 | 854.97 K | $18.42 M | -28.52% | 1.36% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 810.69 K | $17.28 M | -2.64% | 1.29% |
| EMERALD ADVISERS, LLC | 10/30/2025 | 803.65 K | $17.13 M | 41.44% | 1.27% |
| BOSTON PARTNERS | 11/13/2025 | 755.61 K | $16.11 M | 28.85% | 1.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 714.94 K | $15.24 M | 100.00% | 1.13% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 696.12 K | $14.84 M | 27.77% | 1.10% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 11/24/2025 | 690.32 K | $14.73 M | 18.45% | 1.09% |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 11/14/2025 | 635.32 K | $13.55 M | -1.40% | 1.01% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2025 | 550.70 K | $11.74 M | -0.07% | 0.87% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 529.58 K | $11.29 M | 3.37% | 0.84% |
| NORTHERN TRUST CORP | 11/14/2025 | 516.58 K | $11.01 M | 0.79% | 0.82% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 514.75 K | $10.97 M | 2.47% | 0.82% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 10/30/2025 | 494.65 K | $10.55 M | 34.72% | 0.78% |
| PIER CAPITAL, LLC | 11/13/2025 | 474.87 K | $10.12 M | 20.49% | 0.75% |
| MORGAN STANLEY | 11/14/2025 | 468.47 K | $9.99 M | -24.25% | 0.74% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 467.79 K | $9.97 M | 15.20% | 0.74% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 465.66 K | $9.93 M | 17.54% | 0.74% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2025 | 427.64 K | $9.12 M | -2.79% | 0.68% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 422.14 K | $9.00 M | 171.02% | 0.67% |
| CEREDEX VALUE ADVISORS LLC | 11/14/2025 | 419.64 K | $8.95 M | -2.08% | 0.67% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 11/05/2025 | 395.79 K | $8.44 M | 59.93% | 0.63% |
| UBS GROUP AG | 11/13/2025 | 324.65 K | $6.92 M | 31.31% | 0.51% |
| CITADEL ADVISORS LLC | 11/14/2025 | 301.27 K | $6.42 M | 100.00% | 0.48% |
| JPMORGAN CHASE & CO | 11/26/2025 | 238.02 K | $5.07 M | 628.24% | 0.38% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 228.29 K | $4.87 M | -1.88% | 0.36% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 227.90 K | $4.86 M | 56.13% | 0.36% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 216.54 K | $4.62 M | -6.50% | 0.34% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 208.58 K | $4.45 M | -0.56% | 0.33% |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 11/14/2025 | 208.03 K | $4.44 M | 100.00% | 0.33% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 195.82 K | $4.17 M | -51.04% | 0.31% |
Perella Weinberg Partners institutional Ownership - FAQ's
During the previous two years, 203 institutional investors and hedge funds held shares of Perella Weinberg Partners. The most heavily invested institutionals were:
FMR LLC: 9.6 M
BlackRock, Inc.: 4.67 M
WELLINGTON MANAGEMENT GROUP LLP: 4.17 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 3.57 M
VANGUARD GROUP INC: 3.48 M
Nuveen, LLC: 2.22 M
102.82% of Perella Weinberg Partners stock is owned by institutional investors.
Institutional investors have bought a total of 70.59 M shares in the last 24 months. This purchase volume represents approximately $1.48 B in transactions.