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Perella Weinberg Partners (PWP)

CUSIP: 71367G102 | NYSE | Financial Services · Capital Markets | Small Cap | 385 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFMR LLC9,146,73312.4%−750,458Sep 30, 20269,897,191 sh (Jun 30, 2026)
13G/AVanguard Capital Management LLC3,616,2614.7%+52,670Sep 30, 20263,032,455 sh (Jun 30, 2026)
13G/ANuveen Asset Management, LLC2,271,3073.1%+237,921Sep 30, 2026213,893 sh (Dec 31, 2024)
13G/ATiaa Cref Investment Management LLC1,186,8181.6%−238,516Jun 30, 2026Not yet in a 13F
13GTeachers Advisors Inc142,3580.2%Newly reportedJun 30, 2026Not yet in a 13F
13G/AFMR LLC9,146,733
12.4% of class · Sep 30, 2026−750,458
9,897,191 sh (Jun 30, 2026)
13G/AVanguard Capital Management LLC3,616,261
4.7% of class · Sep 30, 2026+52,670
3,032,455 sh (Jun 30, 2026)
13G/ANuveen Asset Management, LLC2,271,307
3.1% of class · Sep 30, 2026+237,921
213,893 sh (Dec 31, 2024)
13G/ATiaa Cref Investment Management LLC1,186,818
1.6% of class · Jun 30, 2026−238,516
Not yet in a 13F
13GTeachers Advisors Inc142,358
0.2% of class · Jun 30, 2026Newly reported
Not yet in a 13F

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,096,984
0.0% of portfolio›$17.9M
Wasatch Advisors LP342,527
0.0% of portfolio›$5.6M
Bank of New York Mellon Corp278,605
0.0% of portfolio›$4.5M
Bull Street Advisors, LLC116,170
0.0% of portfolio›$1.9K
Riverwater Partners LLC46,447
0.2% of portfolio›$757.6K
Fifth Third Bancorp41,554
0.0% of portfolio›$677.7K
Creative Planning41,222
0.0% of portfolio›$672.3K
Kings Path Partners LLC22,060
0.1% of portfolio›$359.8K
State of Alaska, Department of Revenue21,943
0.0% of portfolio›$357
Arizona State Retirement System19,510
0.0% of portfolio›$318.2K
T3 Companies, LLC17,500
0.3% of portfolio›$285.4K
US Bancorp \de\15,182
0.0% of portfolio›$247.6K
Ritholtz Wealth Management13,710
0.0% of portfolio›$223.6K
Atria Investments, Inc11,242
0.0% of portfolio›$183.4K
Pictet Asset Management Holding SA10,804
0.0% of portfolio›$176.2K
Levin Capital Strategies, L.P.10,000
0.0% of portfolio›$163.1K
State of Wyoming8,641
0.0% of portfolio›$140.9K
Citigroup Inc8,185
0.0% of portfolio›$133.5K
Larson Financial Group LLC4,801
0.0% of portfolio›$78.3K
Simplex Trading, LLC4,304
0.0% of portfolio›$70.2K
Assetmark, Inc2,544
0.0% of portfolio›$41.5K
Sterling Capital Management LLC2,475
0.0% of portfolio›$40.4K
Exchange Traded Concepts, LLC1,939
0.0% of portfolio›$31.6K
Nisa Investment Advisors, LLC695
0.0% of portfolio›$11.3K
Parallel Advisors, LLC681
0.0% of portfolio›$11.1K
EverSource Wealth Advisors, LLC306
0.0% of portfolio›$5.0K
Gamma Investing LLC245
0.0% of portfolio›$4.0K
Financial Consulate, Inc198
0.0% of portfolio›$3.2K
Signaturefd, LLC194
0.0% of portfolio›$3.2K
Essential Partners LLC161
0.0% of portfolio›$2.6K
Provenance Wealth Advisors, LLC135
0.0% of portfolio›$2.2K
True Wealth Design, LLC126
0.0% of portfolio›$2.1K
CoreCap Advisors, LLC93
0.0% of portfolio›$1.5K
Bayban79
0.0% of portfolio›$1.3K
Wolff Wiese Magana LLC70
0.0% of portfolio›$1.1K
Silver Grove Financial Group, Inc.61
0.0% of portfolio›$995
Farther Finance Advisors, LLC36
0.0% of portfolio›$587
Ascentis Wealth Management, LLC33
0.0% of portfolio›$538
Parkside Financial Bank & Trust25
0.0% of portfolio›$408
IFP Advisors, Inc22
0.0% of portfolio›$359
Covestor Ltd12
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,096,984$17.9M0.0%IndexLowAustin, TX2026-11-04
Wasatch Advisors LP
342,527$5.6M0.0%GARPMediumSalt Lake City, UT2026-10-13
Bank of New York Mellon Corp
278,605$4.5M0.0%CoreLowNew York, NY2026-11-05
Bull Street Advisors, LLC
116,170$1.9K0.0%CoreVery LowSavannah, GA2026-10-20
Riverwater Partners LLC
46,447$757.6K0.2%ValueMediumMilwaukee, WI2026-11-03
Fifth Third Bancorp
41,554$677.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Creative Planning
41,222$672.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Kings Path Partners LLC
22,060$359.8K0.1%ETFVery LowSugar Land, TX2026-10-21
State of Alaska, Department of Revenue
21,943$3570.0%CoreVery LowJuneau, AK2026-10-15
Arizona State Retirement System
19,510$318.2K0.0%IndexVery LowPhoenix, AZ2026-11-03
T3 Companies, LLC
17,500$285.4K0.3%CoreVery HighNew York, NY2026-10-22
US Bancorp \de\
15,182$247.6K0.0%IndexLowMinneapolis, MN2026-11-05
Ritholtz Wealth Management
13,710$223.6K0.0%IndexLowNew York, NY2026-11-05
Atria Investments, Inc
11,242$183.4K0.0%CoreMediumCharlotte, NC2026-10-15
Pictet Asset Management Holding SA
10,804$176.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Levin Capital Strategies, L.P.
10,000$163.1K0.0%ValueMediumNew York, NY2026-11-02
State of Wyoming
8,641$140.9K0.0%ValueHighCheyenne, WY2026-10-28
Citigroup Inc
8,185$133.5K0.0%CoreMediumNew York, NY2026-11-04
Larson Financial Group LLC
4,801$78.3K0.0%GrowthLowSt Louis, MO2026-11-05
Simplex Trading, LLC
4,304$70.2K0.0%CoreVery HighChicago, IL2026-11-04
Assetmark, Inc
2,544$41.5K0.0%ETFLowConcord, CA2026-10-21
Sterling Capital Management LLC
2,475$40.4K0.0%GARPMediumCharlotte, NC2026-10-22
Exchange Traded Concepts, LLC
1,939$31.6K0.0%GrowthMediumOklahoma City, OK2026-10-28
Nisa Investment Advisors, LLC
695$11.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Parallel Advisors, LLC
681$11.1K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
306$5.0K0.0%CoreMediumBirmingham, AL2026-11-04
Gamma Investing LLC
245$4.0K0.0%IndexVery LowFoster City, CA2026-10-08
Financial Consulate, Inc
198$3.2K0.0%ETFLowHunt Valley, MD2026-10-23
Signaturefd, LLC
194$3.2K0.0%IndexLowAtlanta, GA2026-10-23
Essential Partners LLC
161$2.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Provenance Wealth Advisors, LLC
135$2.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
True Wealth Design, LLC
126$2.1K0.0%ETFMediumAkron, OH2026-10-13
CoreCap Advisors, LLC
93$1.5K0.0%ETFMediumSouthfield, MI2026-10-08
Bayban
79$1.3K0.0%ValueLowBayport, MN2026-11-05
Wolff Wiese Magana LLC
70$1.1K0.0%GrowthLowCarslbad, CA2026-10-15
Silver Grove Financial Group, Inc.
61$9950.0%CoreMediumOrchard Park, NY2026-11-05
Farther Finance Advisors, LLC
36$5870.0%IndexLowSan Francisco, CA2026-10-08
Ascentis Wealth Management, LLC
33$5380.0%Agg GrowthLowDallas, TX2026-11-03
Parkside Financial Bank & Trust
25$4080.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
22$3590.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
12$00.0%ValueHighLondon, United Kingdom2026-10-30