Perella Weinberg Partners Ownership | Who Owns Perella Weinberg Partners?

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Perella Weinberg Partners Ownership Summary

Perella Weinberg Partners is owned by 96.19% institutional investors, 4.04% insiders. Fmr is the largest institutional shareholder, holding 16.03% of PWP shares. Fidelity Small Cap Growth is the top mutual fund, with 4.51% of its assets in Perella Weinberg Partners shares.

PWP Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Perella Weinberg Partners	96.19%	4.04%	-0.23%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Capital Markets Stocks	43.47%	14.01%	42.52%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	7.88M	16.03%	$128.13M
Blackrock	3.87M	7.87%	$62.90M
Vanguard group	2.81M	5.70%	$45.59M
Azora capital lp	2.30M	4.68%	$37.39M
Westwood group	2.20M	4.47%	$35.72M
Schroder investment management group	1.99M	4.05%	$32.39M
Millennium management	1.72M	3.50%	$28.01M
Goldman sachs group	1.60M	3.25%	$25.98M
Adage capital partners gp	1.32M	2.69%	$21.52M
State street	1.32M	2.68%	$21.44M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Atalaya capital management lp	54.80K	1.98%	$890.43K
Azora capital lp	2.30M	1.72%	$37.39M
Basswood capital management	1.18M	1.25%	$19.25M
No street gp lp	765.00K	0.76%	$12.43M
Grandeur peak global advisors	478.58K	0.62%	$7.78M
Monashee investment management	232.08K	0.49%	$3.77M
Riverwater partners	29.64K	0.36%	$481.57K
Wescott financial advisory group	92.86K	0.18%	$1.51M
Westwood group	2.20M	0.17%	$35.72M
Royce & associates lp	1.03M	0.16%	$16.76M

Top Buyers

Holder	Shares	% Assets	Change
Westwood group	2.20M	0.17%	2.20M
Millennium management	1.72M	0.01%	1.67M
William blair investment management	1.24M	0.05%	1.24M
Eagle asset management	572.63K	0.05%	572.63K
Blackrock	3.87M	0.00%	556.97K

Top Sellers

Holder	Shares	% Assets	Change
Philadelphia financial management of san francisco	-	-	-1.14M
Russell investments group	588.43K	0.02%	-525.81K
Arrowstreet capital, limited partnership	152.44K	0.00%	-394.47K
Nantahala capital management	-	-	-265.47K
Goldman sachs group	1.60M	0.00%	-252.25K

New Positions

Holder	Shares	% Assets	Change	Value
Westwood group	2.20M	0.17%	2.20M	$35.72M
William blair investment management	1.24M	0.05%	1.24M	$20.20M
Eagle asset management	572.63K	0.05%	572.63K	$9.16M
Public employees retirement system of ohio	122.54K	0.01%	122.54K	$1.99M
Wescott financial advisory group	92.86K	0.18%	92.86K	$1.51M

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-9.00
Newedge advisors	-34.00
Mather group, llc.	-147.00
Park place capital	-195.00
Entrypoint capital	-785.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	127	-15.33%	47,325,635	9.57%	96	1.04%	74	-13.95%	41	-12.77%
Mar 31, 2024	150	18.11%	43,191,283	22.05%	96	5.77%	86	17.81%	47	27.03%
Dec 31, 2023	127	22.12%	35,388,898	3.35%	40	0.64%	73	35.19%	37	32.14%
Sep 30, 2023	104	2.97%	34,241,109	1.84%	80	1.27%	54	5.88%	28	-22.22%
Jun 30, 2023	101	3.06%	33,621,975	-3.18%	79	1.18%	51	2.00%	36	9.09%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Small Cap Growth	2.46M	4.51%	-3.31K
FIAM Small Cap Core Composite	2.33M	4.26%	68.40K
FIAM Small Cap Core CIT Cl B	2.30M	4.21%	-25.85K
Vanguard Total Stock Mkt Idx Inv	1.45M	2.55%	2.23K
iShares Russell 2000 ETF	1.40M	2.45%	-3.14K
Vanguard Institutional Extnd Mkt Idx Tr	830.94K	1.52%	-3.88K
Delaware Small Cap Core I	811.66K	1.48%	-
Schroder US Smaller Companies Acc	828.26K	1.45%	13.92K
Wasatch Micro Cap	744.35K	1.36%	-
Westwood Quality SmallCap Fund Inst	696.25K	1.27%	-92.29K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 12, 2024	Becker Dietrich	President	Sell	$10.84M
Nov 12, 2024	Bednar Andrew	Chief Executive Officer	Sell	$7.36M
Dec 14, 2023	Shendelman Vladimir	General Counsel	Sell	$96.22K
Mar 14, 2023	COHEN DANIEL G	-	Sell	$121.75K
Mar 10, 2023	COHEN DANIEL G	-	Sell	$60.40K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	2
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	1

PWP Ownership FAQ

Who Owns Perella Weinberg Partners?

Perella Weinberg Partners shareholders are primarily institutional investors at 96.19%, followed by 4.04% insiders and -0.23% retail investors. The average institutional ownership in Perella Weinberg Partners's industry, Capital Markets Stocks, is 43.47%, which Perella Weinberg Partners exceeds.

Who owns the most shares of Perella Weinberg Partners?

Perella Weinberg Partners’s largest shareholders are Fmr (7.88M shares, 16.03%), Blackrock (3.87M shares, 7.87%), and Vanguard group (2.81M shares, 5.70%). Together, they hold 29.60% of Perella Weinberg Partners’s total shares outstanding.

Does Blackrock own Perella Weinberg Partners?

Yes, BlackRock owns 7.87% of Perella Weinberg Partners, totaling 3.87M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 62.9M$. In the last quarter, BlackRock increased its holdings by 556.96K shares, a 16.81% change.

Who is Perella Weinberg Partners’s biggest shareholder by percentage of total assets invested?

Atalaya capital management lp is Perella Weinberg Partners’s biggest shareholder by percentage of total assets invested, with 1.98% of its assets in 54.8K Perella Weinberg Partners shares, valued at 890.44K$.

Who is the top mutual fund holder of Perella Weinberg Partners shares?

Fidelity Small Cap Growth is the top mutual fund holder of Perella Weinberg Partners shares, with 4.51% of its total shares outstanding invested in 2.46M Perella Weinberg Partners shares.

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