Perella Weinberg Partners Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 02/17/2026 | 9.80 M | $169.53 M | 2.04% | 14.52% |
| BLACKROCK, INC. | 02/12/2026 | 4.75 M | $82.12 M | 1.68% | 7.39% |
| VANGUARD GROUP INC | 01/29/2026 | 3.72 M | $64.40 M | 6.93% | 5.80% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 3.76 M | $65.01 M | -9.89% | 5.57% |
| NUVEEN, LLC | 02/12/2026 | 2.86 M | $49.50 M | 29.17% | 4.46% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/17/2026 | 2.58 M | $44.64 M | 37.81% | 4.02% |
| WESTWOOD HOLDINGS GROUP INC | 02/17/2026 | 2.02 M | $35.03 M | 14.35% | 3.15% |
| STATE STREET CORP | 02/13/2026 | 1.80 M | $31.11 M | 2.25% | 2.80% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.54 M | $26.57 M | 1.96% | 2.39% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.60 M | $27.61 M | 1.14% | 2.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.51 M | $26.16 M | 0.26% | 2.35% |
| WALLEYE CAPITAL LLC | 02/13/2026 | 1.47 M | $25.36 M | 0.69% | 2.17% |
| BOSTON PARTNERS | 02/13/2026 | 1.38 M | $23.86 M | 82.49% | 2.04% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.36 M | $23.73 M | 21.17% | 2.02% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 02/17/2026 | 1.22 M | $21.12 M | 100.00% | 1.90% |
| WASATCH ADVISORS LP | 02/12/2026 | 1.16 M | $20.11 M | -12.34% | 1.81% |
| MORGAN STANLEY | 02/13/2026 | 1.14 M | $19.67 M | 142.76% | 1.77% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 1.08 M | $18.77 M | -16.06% | 1.61% |
| EMERALD ADVISERS, LLC | 02/09/2026 | 988.71 K | $17.10 M | 23.03% | 1.57% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 993.61 K | $17.33 M | 16.22% | 1.47% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 930.01 K | $16.09 M | 0.58% | 1.45% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 912.73 K | $15.79 M | 100.00% | 1.35% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 695.70 K | $12.04 M | -2.69% | 1.08% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 722.16 K | $12.49 M | 3.74% | 1.07% |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 02/13/2026 | 658.77 K | $11.40 M | 3.69% | 0.98% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/04/2026 | 583.85 K | $10.10 M | 24.81% | 0.93% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 585.13 K | $10.12 M | 38.61% | 0.91% |
| CEREDEX VALUE ADVISORS LLC | 02/13/2026 | 599.65 K | $10.37 M | 42.90% | 0.89% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 589.06 K | $10.19 M | 6.96% | 0.87% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 02/09/2026 | 541.28 K | $9.36 M | 9.43% | 0.86% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 541.42 K | $9.37 M | 2.24% | 0.80% |
| NORTHERN TRUST CORP | 02/17/2026 | 496.82 K | $8.60 M | -3.83% | 0.74% |
| ARISTOTLE CAPITAL BOSTON, LLC | 02/17/2026 | 487.46 K | $8.43 M | 100.00% | 0.72% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 3.95 M | $68.27 M | 10.64% | 0.71% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/17/2026 | 427.64 K | $7.40 M | 0.00% | 0.63% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 02/13/2026 | 369.17 K | $6.39 M | -6.72% | 0.55% |
| UBS GROUP AG | 01/29/2026 | 291.09 K | $5.04 M | -10.34% | 0.45% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 279.03 K | $4.83 M | 1,895.89% | 0.43% |
| PIER CAPITAL, LLC | 02/03/2026 | 264.98 K | $4.58 M | -44.20% | 0.42% |
| SEI INVESTMENTS CO | 02/13/2026 | 243.06 K | $4.20 M | 220.42% | 0.36% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 208.28 K | $3.60 M | -0.14% | 0.32% |
| CITADEL ADVISORS LLC | 02/17/2026 | 176.00 K | $3.04 M | -41.58% | 0.27% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 181.03 K | $3.13 M | 152.45% | 0.27% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 165.64 K | $2.87 M | -23.51% | 0.26% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 1.32 M | $22.76 M | 1.18% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 146.14 K | $2.53 M | 38.77% | 0.23% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 147.35 K | $2.55 M | -35.34% | 0.22% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 133.95 K | $2.32 M | 48.43% | 0.21% |
| INVESCO LTD. | 02/19/2026 | 128.11 K | $2.22 M | 13.77% | 0.20% |
| ALGERT GLOBAL LLC | 02/17/2026 | 121.73 K | $2.11 M | -27.49% | 0.19% |
Perella Weinberg Partners institutional Ownership - FAQ's
During the previous two years, 205 institutional investors and hedge funds held shares of Perella Weinberg Partners. The most heavily invested institutionals were:
Nuveen, LLC: 2.98 M
WASATCH ADVISORS LP: 1.12 M
EMERALD ADVISERS, LLC: 1.02 M
EMERALD MUTUAL FUND ADVISERS TRUST: 621,774
Bank of New York Mellon Corp: 237,570
UBS Group AG: 228,288
106.73% of Perella Weinberg Partners stock is owned by institutional investors.
Institutional investors have bought a total of 76.37 M shares in the last 24 months. This purchase volume represents approximately $1.28 B in transactions.