Perella Weinberg Partners Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 05/15/2026 | 10.04 M | $182.40 M | 2.50% | 14.88% |
| BLACKROCK, INC. | 05/13/2026 | 4.78 M | $86.73 M | 0.61% | 7.08% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 4.08 M | $74.03 M | 3.30% | 6.04% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 3.93 M | $71.29 M | 4.47% | 5.82% |
| NUVEEN, LLC | 04/30/2026 | 2.98 M | $54.03 M | 3.99% | 4.41% |
| 05/15/2026 | 2.76 M | $50.15 M | 100.00% | 4.09% | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2026 | 2.61 M | $47.43 M | 1.21% | 3.87% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 2.60 M | $47.26 M | 100.00% | 3.86% |
| BOSTON PARTNERS | 05/11/2026 | 1.98 M | $36.02 M | 43.87% | 2.94% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 1.97 M | $35.72 M | 23.25% | 2.91% |
| WESTWOOD HOLDINGS GROUP INC | 05/15/2026 | 1.96 M | $35.56 M | -3.29% | 2.90% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 05/15/2026 | 1.87 M | $33.92 M | 52.98% | 2.77% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.84 M | $33.44 M | 19.90% | 2.73% |
| STATE STREET CORP | 05/15/2026 | 1.77 M | $32.23 M | -1.32% | 2.63% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.61 M | $29.31 M | 6.73% | 2.39% |
| WALLEYE CAPITAL LLC | 05/13/2026 | 1.35 M | $24.45 M | -8.16% | 1.99% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 1.35 M | $24.43 M | 2.28% | 1.99% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.32 M | $23.91 M | 41.56% | 1.95% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.31 M | $22.94 M | -3.73% | 1.94% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 1.25 M | $22.68 M | 36.86% | 1.85% |
| ARISTOTLE CAPITAL BOSTON, LLC | 05/15/2026 | 1.23 M | $22.40 M | 153.04% | 1.83% |
| WASATCH ADVISORS LP | 04/21/2026 | 1.12 M | $20.35 M | -3.62% | 1.66% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/13/2026 | 1.05 M | $19.14 M | 32.16% | 1.56% |
| EMERALD ADVISERS, LLC | 05/04/2026 | 1.02 M | $18.52 M | 3.15% | 1.51% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 989.79 K | $17.31 M | -0.38% | 1.47% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 971.99 K | $17.65 M | 4.19% | 1.44% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 852.99 K | $15.49 M | 45.78% | 1.26% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 832.36 K | $15.12 M | 15.26% | 1.23% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 05/15/2026 | 788.74 K | $14.32 M | -27.30% | 1.17% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 688.30 K | $12.50 M | -1.06% | 1.02% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 05/04/2026 | 621.77 K | $11.29 M | 14.87% | 0.92% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 615.06 K | $11.17 M | 5.35% | 0.91% |
| SEI INVESTMENTS CO | 05/13/2026 | 610.59 K | $11.09 M | 151.21% | 0.90% |
| CEREDEX VALUE ADVISORS LLC | 05/14/2026 | 580.90 K | $10.55 M | -3.13% | 0.86% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 553.14 K | $10.04 M | 2.16% | 0.82% |
| NORTHERN TRUST CORP | 05/14/2026 | 535.80 K | $9.73 M | 7.85% | 0.79% |
| 05/08/2026 | 498.89 K | $9.06 M | 100.00% | 0.74% | |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 476.59 K | $8.65 M | -7.45% | 0.71% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2026 | 463.43 K | $8.42 M | 8.37% | 0.69% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 460.28 K | $8.36 M | 100.00% | 0.68% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 445.70 K | $8.09 M | -24.34% | 0.66% |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 05/15/2026 | 423.51 K | $7.69 M | -35.71% | 0.63% |
| MORGAN STANLEY | 05/15/2026 | 369.59 K | $6.71 M | -67.50% | 0.55% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 05/15/2026 | 367.86 K | $6.68 M | -0.36% | 0.55% |
| MARSHALL WACE, LLP | 05/15/2026 | 316.93 K | $5.76 M | 100.00% | 0.47% |
| PIER CAPITAL, LLC | 05/14/2026 | 260.18 K | $4.72 M | -1.81% | 0.39% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 237.57 K | $4.31 M | 1.38% | 0.35% |
| UBS GROUP AG | 05/05/2026 | 228.29 K | $4.15 M | -21.58% | 0.34% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 208.28 K | $3.78 M | 0.00% | 0.31% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 154.50 K | $2.81 M | 260.64% | 0.23% |
Perella Weinberg Partners institutional Ownership - FAQ's
During the previous two years, 208 institutional investors and hedge funds held shares of Perella Weinberg Partners. The most heavily invested institutionals were:
FMR LLC: 10.04 M
BlackRock, Inc.: 4.78 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 4.08 M
WELLINGTON MANAGEMENT GROUP LLP: 3.93 M
Nuveen, LLC: 2.98 M
ADAGE CAPITAL PARTNERS GP, L.L.C.: 2.61 M
110.32% of Perella Weinberg Partners stock is owned by institutional investors.
Institutional investors have bought a total of 80.69 M shares in the last 24 months. This purchase volume represents approximately $1.35 B in transactions.