Ranked by reported Q1 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 | 10.0M | $182.4M | +2.5% | 9.903% | 0.01% |
| 2 | BlackRock, Inc. | 4.8M | $86.7M | +0.6% | 4.709% | 0.00% |
| 3 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4.1M | $74.0M | +3.3% | 4.019% | 0.24% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 3.9M | $71.3M | +4.5% | 3.871% | 0.01% |
| 5 | Nuveen, LLC | 3.0M | $54.0M | +4.0% | 2.934% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.8M | $50.1M | — | 2.723% | 0.00% |
| 7 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2.6M | $47.4M | +1.2% | 2.575% | 0.07% |
| 8 | Capital World Investors | 2.6M | $47.3M | — | 2.566% | 0.01% |
| 9 | Boston Partners | 2.0M | $36.0M | +43.9% | 1.956% | 0.04% |
| 10 | AMERIPRISE FINANCIAL INC | 2.0M | $35.7M | +23.3% | 1.940% | 0.01% |
| 11 | WESTWOOD HOLDINGS GROUP INC | 2.0M | $35.6M | -3.3% | 1.931% | 0.26% |
| 12 | FRONTIER CAPITAL MANAGEMENT CO LLC | 1.9M | $33.9M | +53.0% | 1.841% | 0.35% |
| 13 | GOLDMAN SACHS GROUP INC | 1.8M | $33.4M | +19.9% | 1.816% | 0.00% |
| 14 | STATE STREET CORP | 1.8M | $32.2M | -1.3% | 1.750% | 0.00% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $29.3M | +6.7% | 1.591% | 0.00% |
| 16 | Walleye Capital LLC | 1.3M | $24.4M | -8.2% | 1.327% | 0.10% |
| 17 | FRANKLIN RESOURCES INC | 1.3M | $24.4M | +2.3% | 1.327% | 0.01% |
| 18 | BANK OF AMERICA CORP /DE/ | 1.3M | $23.9M | +41.6% | 1.298% | 0.00% |
| 19 | RAYMOND JAMES FINANCIAL INC | 1.3M | $22.9M | -3.7% | 1.292% | 0.01% |
| 20 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.2M | $22.7M | +36.9% | 1.232% | 0.04% |
| 21 | Aristotle Capital Boston, LLC | 1.2M | $22.4M | +153.0% | 1.216% | 1.39% |
| 22 | WASATCH ADVISORS INC | 1.1M | $20.3M | -3.6% | 1.105% | 0.14% |
| 23 | EMERALD ADVISERS, LLC | 1.0M | $18.5M | +3.1% | 1.006% | 0.59% |
| 24 | ROYCE & ASSOCIATES LP | 972K | $17.7M | +4.2% | 0.958% | 0.17% |
| 25 | SCHRODER INVESTMENT MANAGEMENT GROUP | 990K | $17.3M | -0.4% | 0.976% | 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 Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 160 | 4.2% | 83.22% | +9.99 pp | $1.32B | +14% |
| Q4 2025 | 167 | +4.4% | 73.23% | 12.07 pp | $1.16B | 14% |
| Q3 2025 | 160 | 3.6% | 85.30% | +12.40 pp | $1.35B | +17% |
| Q2 2025 | 166 | 2.9% | 72.90% | +12.22 pp | $1.16B | +20% |
| Q1 2025 | 171 | +0.6% | 60.68% | 14.29 pp | $964M | 19% |
| Q4 2024 | 170 | +16% | 74.97% | +16.17 pp | $1.19B | +28% |
| Q3 2024 | 147 | +17% | 58.80% | +12.31 pp | $934M | +26% |
| Q2 2024 | 126 | — | 46.49% | — | $738M | — |
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 Q1 2026 13F filings, institutional ownership of Perella Weinberg Partners stands at 83.2%, held across 160 reporting institutions.
FMR LLC is the largest reported institutional holder of PWP, with approximately 10,044,082 shares worth $0.18B as of Q1 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 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
27 institutions opened new positions in PWP during Q1 2026, while 34 fully exited. 100 added to existing positions and 30 trimmed.
PWP institutional ownership rose by 9.99 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 51.8% of all reported 13F value in PWP, and the top 25 account for 80.5%.
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.