Perella Weinberg Partners Ownership | Who Owns Perella Weinberg Partners?

Overview RevenueFinancials Chart Transcripts

Perella Weinberg Partners Ownership Summary

Perella Weinberg Partners is owned by 38.95% institutional investors, 4.46% insiders, and 56.59% retail investors. Fmr is the largest institutional shareholder, holding 14.74% of PWP shares. Fidelity Small Cap Growth is the top mutual fund, with 4.27% of its assets in Perella Weinberg Partners shares.

PWP Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Perella Weinberg Partners	38.95%	4.46%	56.59%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Capital Markets Stocks	34.70%	18.00%	47.30%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	8.18M	14.74%	$195.06M
Blackrock	3.87M	7.87%	$62.90M
Blackrock funding, inc. /de	4.31M	7.76%	$102.75M
Vanguard group	3.16M	5.70%	$75.43M
Azora capital lp	2.30M	4.68%	$37.39M
Westwood group	2.11M	3.81%	$50.36M
State street	1.32M	2.68%	$21.44M
Goldman sachs group	1.34M	2.42%	$32.04M
Wellington management group llp	1.32M	2.37%	$31.39M
Geode capital management	1.28M	2.31%	$30.57M

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
Grandeur peak global advisors	613.14K	1.30%	$14.62M
Basswood capital management	650.93K	0.90%	$15.52M
No street gp lp	300.00K	0.47%	$7.15M
Channing capital management	679.80K	0.43%	$16.21M
Westwood group	2.11M	0.39%	$50.36M
Ranger investment management	230.13K	0.35%	$5.49M
Royce & associates lp	1.06M	0.23%	$25.27M
Kings path partners	22.43K	0.23%	$534.61K

Top Buyers

Holder	Shares	% Assets	Change
Raymond james financial	775.71K	0.01%	775.71K
Channing capital management	679.80K	0.43%	679.80K
Eagle asset management	572.63K	0.05%	572.63K
Franklin resources	569.90K	0.00%	569.90K
Blackrock	3.87M	0.00%	556.97K

Top Sellers

Holder	Shares	% Assets	Change
Philadelphia financial management of san francisco	-	-	-1.14M
Schroder investment management group	1.17M	0.03%	-567.49K
Basswood capital management	650.93K	0.90%	-449.69K
Wasatch advisors lp	1.18M	0.14%	-304.01K
No street gp lp	300.00K	0.47%	-297.62K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	775.71K	0.01%	775.71K	$18.49M
Channing capital management	679.80K	0.43%	679.80K	$16.21M
Eagle asset management	572.63K	0.05%	572.63K	$9.16M
Walleye capital	432.32K	0.03%	432.32K	$10.31M
Spears abacus advisors	372.53K	0.18%	372.53K	$8.88M

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-9.00
Capital performance advisors llp	-38.00
Group one trading	-112.00
Mather group, llc.	-147.00
Park place capital	-195.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	71	-52.98%	21,621,965	-56.71%	38	0.48%	43	-49.41%	17	-63.83%
Sep 30, 2024	151	16.15%	49,949,823	5.48%	89	0.97%	85	10.39%	47	14.63%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Small Cap Growth	2.54M	4.27%	-
FIAM Small Cap Core CIT Cl B	2.29M	3.85%	61.83K
FIAM Small Cap Core Composite	2.23M	3.75%	-59.73K
Vanguard Total Stock Mkt Idx Inv	1.65M	2.77%	-
iShares Russell 2000 ETF	1.41M	2.37%	-12.21K
Macquarie Small Cap Core I	897.90K	1.51%	86.24K
Delaware Small Cap Core I	811.66K	1.48%	-
Vanguard Institutional Extnd Mkt Idx Tr	868.06K	1.46%	1.27K
Putnam Small Cap Growth A	824.31K	1.38%	73.90K
Schroder US Smaller Companies Acc	728.23K	1.22%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 01, 2025	Weinberg Peter A	Chairman	Sell	$1.86M
Apr 02, 2025	Weinberg Peter A	Chairman	Sell	$766.06K
Mar 04, 2025	Weinberg Peter A	Chairman	Sell	$1.24M
Mar 03, 2025	Weinberg Peter A	Chairman	Sell	$1.85M
Feb 03, 2025	Weinberg Peter A	Chairman	Sell	$2.37M

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	2
2025 Q1	-	6
2024 Q4	-	6
2024 Q3	-	-
2024 Q2	-	-

PWP Ownership FAQ

Who Owns Perella Weinberg Partners?

Perella Weinberg Partners shareholders are primarily institutional investors at 38.95%, followed by 4.46% insiders and 56.59% retail investors. The average institutional ownership in Perella Weinberg Partners's industry, Capital Markets Stocks, is 34.70%, which Perella Weinberg Partners exceeds.

Who owns the most shares of Perella Weinberg Partners?

Perella Weinberg Partners’s largest shareholders are Fmr (8.18M shares, 14.74%), Blackrock (3.87M shares, 7.87%), and Blackrock funding, inc. /de (4.31M shares, 7.76%). Together, they hold 30.37% 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 4.27% of its total shares outstanding invested in 2.54M Perella Weinberg Partners shares.

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