Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in PWP held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 9.9M | $158.0M | -1.5% | 9.582% | 0.01% |
| 2 | BlackRock, Inc. | 5.5M | $87.2M | +14.4% | 5.292% | 0.00% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 5.2M | $82.8M | +32.2% | 5.024% | 0.01% |
| 4 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4.4M | $70.1M | +7.7% | 4.251% | 0.21% |
| 5 | Nuveen, LLC | 3.6M | $57.5M | +21.0% | 3.486% | 0.01% |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 3.3M | $52.9M | +26.8% | 3.206% | 0.07% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | $48.4M | +9.8% | 2.936% | 0.00% |
| 8 | Capital World Investors | 2.7M | $42.7M | +2.8% | 2.590% | 0.01% |
| 9 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.5M | $40.7M | +104.1% | 2.468% | 0.06% |
| 10 | Boston Partners | 2.5M | $40.6M | +28.2% | 2.462% | 0.04% |
| 11 | AMERIPRISE FINANCIAL INC | 2.3M | $36.2M | +15.3% | 2.197% | 0.01% |
| 12 | STATE STREET CORP | 2.0M | $32.5M | +14.9% | 1.974% | 0.00% |
| 13 | WESTWOOD HOLDINGS GROUP INC | 1.9M | $29.7M | -5.0% | 1.801% | 0.22% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $29.1M | +13.2% | 1.768% | 0.00% |
| 15 | GOLDMAN SACHS GROUP INC | 1.8M | $28.2M | -4.1% | 1.710% | 0.00% |
| 16 | FRONTIER CAPITAL MANAGEMENT CO LLC | 1.6M | $25.9M | -13.0% | 1.572% | 0.24% |
| 17 | BANK OF AMERICA CORP /DE/ | 1.5M | $24.2M | +15.1% | 1.467% | 0.00% |
| 18 | ROYCE & ASSOCIATES LP | 1.4M | $22.2M | +43.3% | 1.349% | 0.18% |
| 19 | RAYMOND JAMES FINANCIAL INC | 1.3M | $20.8M | -0.6% | 1.261% | 0.01% |
| 20 | Aristotle Capital Boston, LLC | 1.2M | $18.4M | -6.6% | 1.115% | 1.23% |
| 21 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1.1M | $17.4M | +14.0% | 1.092% | 0.01% |
| 22 | DIMENSIONAL FUND ADVISORS LP | 981K | $15.7M | +15.0% | 0.950% | 0.00% |
| 23 | Walleye Capital LLC | 961K | $15.3M | -28.6% | 0.930% | 0.05% |
| 24 | First Eagle Investment Management, LLC | 901K | $14.4M | +46.5% | 0.873% | 0.01% |
| 25 | Russell Investments Group, Ltd. | 830K | $13.3M | -0.2% | 0.804% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PWP — a direct measure of their conviction.
Filings activity in PWP during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 162 | 1.2% | 76.46% | +4.96 pp | $1.23B | 6.7% |
| Q1 2026 | 164 | 1.8% | 71.50% | +3.75 pp | $1.32B | +14% |
| Q4 2025 | 167 | +3.1% | 67.75% | +3.08 pp | $1.16B | 14% |
| Q3 2025 | 162 | 2.4% | 64.67% | +1.97 pp | $1.36B | +17% |
| Q2 2025 | 166 | 2.9% | 62.70% | +7.92 pp | $1.16B | +20% |
| Q1 2025 | 171 | +0.6% | 54.78% | +3.00 pp | $964M | 19% |
| Q4 2024 | 170 | +16% | 51.78% | +2.51 pp | $1.19B | +28% |
| Q3 2024 | 147 | — | 49.27% | — | $934M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PWP stock.
Based on Q2 2026 13F filings, institutional ownership of Perella Weinberg Partners stands at 76.5%, held across 162 reporting institutions.
FMR LLC is the largest reported institutional holder of PWP, with approximately 9,897,191 shares worth $0.16B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PWP.
Our composite Smart Money Score for PWP is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
23 institutions opened new positions in PWP during Q2 2026, while 26 fully exited. 47 added to existing positions and 88 trimmed.
PWP institutional ownership rose by 4.96 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 55.1% of all reported 13F value in PWP, and the top 25 account for 82.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Perella Weinberg Partners (PWP) Institutional Ownership