Perella Weinberg Partners (PWP) Ownership

15.53 ↑0.19 (1.24%)

As of May 17, 2024, 4:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

FMR Inc is the biggest individual institutional holder of Perella Weinberg Partners (PWP), owning a total of 6.4 million shares. Combined, the top 35 institutional holders of PWP own 78.12% of the company with a total of 39.3 million shares.

In the latest ownership report on December 31st 2023, the top 35 institutional holders increased their combined ownership of PWP by 2.3 million shares. 15 institutions bought 4,214,246 total additional shares and increased their ownership by an average of 79.65%. However 7 institutions sold 1,896,429 total shares and decreased their ownership by an average of 17.66%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Perella Weinberg Partners increased by a net total of 2,317,817 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	12.049%	11.369%	6,437,386	657,127	2023-12-31
BlackRock Inc	6.255%	7.603%	3,342,119	236,133	2023-12-31
Adage Capital Partners Gp LLC	5.269%	-0.134%	2,814,843	-3,771	2023-12-31
Vanguard Group Inc	4.373%	2.454%	2,336,134	55,946	2023-12-31
Schroder Investment Management Group	4.044%	-5.832%	2,160,721	-133,810	2023-12-31
Hotchkis & Wiley Capital Management LLC	3.804%	-1.139%	2,032,470	-23,410	2023-12-31
Goldman Sachs Group Inc	2.565%	1,028.750%	1,370,274	1,248,877	2023-12-31
Geode Capital Management, LLC	1.730%	6.529%	924,062	56,630	2023-12-31
State Street Corporation	1.622%	4.377%	866,587	36,339	2023-12-31
Basswood Capital Management LLC	1.575%	18.390%	841,307	130,682	2023-12-31
Royce & Associates, LP	1.476%	5.784%	788,525	43,113	2023-12-31
Ceredex Value Advisors LLC	1.449%	-3.788%	774,407	-30,493	2023-12-31
Wellington Management Company LLP	1.371%	-65.353%	732,316	-1,381,322	2023-12-31
Wasatch Advisors LP	1.267%	0.000%	677,115	677,115	2023-12-31
Wasatch Advisors Inc.	1.319%	0.000%	677,115	677,115	2023-12-31
State Of Wisconsin Investment Board	1.077%	15.723%	575,305	78,166	2023-12-31
Nuveen Asset Management, LLC	1.041%	8.950%	555,894	45,664	2023-12-31
Grandeur Peak Global Advisors, LLC	0.947%	23.150%	505,873	95,095	2023-12-31
Arrowstreet Capital Limited Partnership	0.939%	-5.408%	501,885	-28,694	2023-12-31
Azora Capital LP	0.799%	55.433%	426,963	152,270	2023-12-31
Northern Trust Corp	0.767%	6.219%	409,504	23,974	2023-12-31
DePrince Race & Zollo Inc	0.912%	-41.932%	408,422	-294,929	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	12.049%	11.369%	6,437,386	657,127	2023-12-31
BlackRock Inc	6.255%	7.603%	3,342,119	236,133	2023-12-31
Adage Capital Partners Gp LLC	5.269%	-0.134%	2,814,843	-3,771	2023-12-31
Vanguard Group Inc	4.373%	2.454%	2,336,134	55,946	2023-12-31
Schroder Investment Management Group	4.044%	-5.832%	2,160,721	-133,810	2023-12-31
Hotchkis & Wiley Capital Management LLC	3.804%	-1.139%	2,032,470	-23,410	2023-12-31
Westwood Holdings Group Inc	4.357%	-1.849%	1,815,731	-34,211	2023-03-31
Acadian Asset Management LLC	3.480%	0.000%	1,506,833	1,506,833	2023-06-30
Goldman Sachs Group Inc	2.565%	1,028.750%	1,370,274	1,248,877	2023-12-31
Geode Capital Management, LLC	1.730%	6.529%	924,062	56,630	2023-12-31
State Street Corporation	1.622%	4.377%	866,587	36,339	2023-12-31
Bank of America Corp	2.029%	4.916%	850,094	39,831	2022-12-31
Basswood Capital Management LLC	1.575%	18.390%	841,307	130,682	2023-12-31
Schonfeld Strategic Advisors LLC	1.847%	-39.897%	799,942	-531,011	2023-06-30
Royce & Associates, LP	1.476%	5.784%	788,525	43,113	2023-12-31
Ceredex Value Advisors LLC	1.449%	-3.788%	774,407	-30,493	2023-12-31
Wellington Management Company LLP	1.371%	-65.353%	732,316	-1,381,322	2023-12-31
Gillson Capital LP	1.585%	23.943%	684,117	132,155	2022-06-30
Wasatch Advisors LP	1.267%	0.000%	677,115	677,115	2023-12-31
Wasatch Advisors Inc.	1.319%	0.000%	677,115	677,115	2023-12-31
Verition Fund Managegment, LLC	1.371%	964.582%	581,762	527,115	2022-06-30
State Of Wisconsin Investment Board	1.077%	15.723%	575,305	78,166	2023-12-31
Nuveen Asset Management, LLC	1.041%	8.950%	555,894	45,664	2023-12-31
Grandeur Peak Global Advisors, LLC	0.947%	23.150%	505,873	95,095	2023-12-31
Nantahala Capital Management, LLC	1.212%	110.698%	505,293	265,474	2023-03-31
Arrowstreet Capital Limited Partnership	0.939%	-5.408%	501,885	-28,694	2023-12-31
Interval Partners, LLC	1.221%	3.092%	498,969	14,966	2022-09-30
Balyasny Asset Management LLC	1.177%	-23.008%	493,076	-147,352	2022-12-31
Azora Capital LP	0.799%	55.433%	426,963	152,270	2023-12-31
Prospera Financial Services Inc	0.943%	-15.388%	420,650	-76,500	2023-09-30
Northern Trust Corp	0.767%	6.219%	409,504	23,974	2023-12-31
DePrince Race & Zollo Inc	0.912%	-41.932%	408,422	-294,929	2023-12-31
Boston Partners Global Investors, Inc	0.774%	13.996%	345,337	42,400	2023-09-30
Ancora Advisors LLC	0.762%	-8.179%	317,708	-28,300	2023-03-31
Millennium Management LLC	0.713%	105.154%	308,742	158,249	2023-06-30

Mutual Fund Ownership

Fidelity Small Cap Growth is the biggest individual fund holder of Perella Weinberg Partners (PWP), owning a total of 2.5 million shares. Combined, the top 35 mutual fund holders of PWP own 55.95% of the company with a total of 27.4 million shares.

In the latest ownership report on March 31st 2024, the top 35 fund holders increased their combined ownership of PWP by 253 thousand shares. 4 funds bought 449,150 total additional shares and increased their ownership by an average of 43.37%. However 1 funds sold 196,441 total shares and decreased their ownership by an average of 25.6%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Perella Weinberg Partners increased by a net total of 252,709 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.631%	0.154%	1,405,691	2,166	2024-03-31
Goldman Sachs Small Cap Value A	1.262%	168.723%	674,291	423,367	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.195%	1.733%	638,689	10,878	2024-03-31
Ceredex Small Cap Value Equity	1.069%	-25.598%	570,966	-196,441	2024-03-31
Royce Small-Cap Opportunity Invmt	0.857%	2.861%	458,051	12,739	2024-03-31
Nuveen Small-Cap Value Opps I	0.592%	0.000%	316,433	0	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Small Cap Growth	4.730%	-0.023%	2,527,216	-584	2024-01-31
FIAM Small Cap Core CIT Cl B	4.264%	1.003%	2,278,100	22,621	2024-01-31
FIAM Small Cap Core Composite	4.222%	-1.714%	2,255,479	-39,321	2023-12-31
Fidelity® Small Cap Growth	4.573%	0.000%	2,039,500	0	2023-10-31
FIAM Small Cap Core Class B	4.839%	2.318%	1,977,600	44,800	2022-12-31
Vanguard Total Stock Mkt Idx Inv	2.631%	0.154%	1,405,691	2,166	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.952%	0.000%	1,278,425	0	2023-03-31
iShares Russell 2000 ETF	1.924%	0.048%	1,028,086	495	2024-03-28
Schroder US Smaller Companies Acc	1.749%	0.000%	934,398	0	2023-12-31
Goldman Sachs Small Cap Value A	1.262%	168.723%	674,291	423,367	2024-03-31
Strategic Advisers Fidelity US TtlStk	1.210%	9.798%	646,570	57,697	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.195%	1.733%	638,689	10,878	2024-03-31
Fidelity Small Cap Growth K6	1.179%	0.093%	629,646	584	2024-01-31
Westwood Mgt Corp. SMid (EB) CF	1.437%	0.000%	602,209	0	2023-03-31
Westwood Quality SMidCap Fund Inst	1.437%	0.000%	602,209	0	2023-03-31
Vanguard Extended Market Index Investor	1.374%	-0.143%	572,763	-821	2023-08-31
Ceredex Small Cap Value Equity	1.069%	-25.598%	570,966	-196,441	2024-03-31
Strategic Advisers® Fidelity US TtlStk	1.212%	12.210%	540,470	58,810	2023-11-30
American Beacon Small Cp Val R5	0.960%	-17.214%	512,991	-106,667	2024-02-29
Royce Small-Cap Opportunity Invmt	0.857%	2.861%	458,051	12,739	2024-03-31
Fidelity® Small Cap Growth K6	1.025%	0.000%	457,262	0	2023-10-31
Fidelity Small Cap Index	0.794%	0.825%	424,231	3,471	2024-01-31
Fidelity® Small Cap Index	0.908%	2.750%	405,176	10,844	2023-10-31
Hotchkis & Wiley Small Cap Value I	0.757%	-6.150%	404,400	-26,500	2024-02-29
Hotchkis & Wiley Value Opps Instl	0.942%	0.000%	399,600	0	2022-10-31
Sun Life Schroder Global Mid Cap F	0.710%	-9.464%	379,448	-39,665	2024-02-29
iShares Russell 2000 Growth ETF	0.691%	-0.116%	369,146	-429	2024-03-28
Fidelity Select Financials Port	0.640%	0.000%	342,000	342,000	2024-02-29
Schroder ISF US Smlr Coms Impct A DisUSD	0.834%	7.225%	340,789	22,962	2022-06-30
Nuveen Small-Cap Value Opps I	0.592%	0.000%	316,433	0	2024-03-31
Wasatch Micro Cap Value	0.578%	0.000%	309,000	309,000	2023-12-31
Schroder U.S. Small Cap Core	0.560%	-3.822%	299,166	-11,887	2023-12-31
Russell Inv US Small Cap Equity E	0.648%	0.000%	280,485	0	2023-10-31
Hartford Schroders US Small Cap Opps I	0.601%	-3.282%	269,116	-9,131	2024-02-29
Ancora/Thelen Small Mid Cap Core	0.593%	0.000%	264,612	0	2023-12-31