PWP — PERELLA WEINBERG PARTNERS
As of Q2 2026, 31 SEC-registered investment managers reported holding PWP (PERELLA WEINBERG PARTNERS) in their latest 13F filings, with a combined reported value of $564.56M across 35.43M shares. That is +11.0% by share count (+3.52M shares) versus the previous quarter, while reported value moved -2.5%. Ownership is concentrated: the five largest holders account for 70.8% of reported value and the top ten for 88.6%.
Compared with the prior quarter, 4 opened new positions, 21 added to existing stakes, 6 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PWP is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | Q2 2026 | 9.90M | $157.96M | 0.01% | Reduce |
| BlackRock Inc history | Q2 2026 | 5.47M | $87.23M | 0.00% | Add |
| Wellington Management Group history | Q2 2026 | 5.19M | $82.82M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 3.72M | $64.40M | 0.00% | Add |
| Capital World Investors history | Q2 2026 | 2.68M | $42.70M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 1.83M | $29.15M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 1.77M | $28.18M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.52M | $24.18M | 0.00% | Add |
| Royce & Associates history | Q2 2026 | 1.39M | $22.24M | 0.18% | Add |
| First Eagle Investment Management history | Q2 2026 | 901.19K | $14.38M | 0.02% | Add |
| Point72 Asset Management history | Q2 2026 | 724.16K | $11.56M | 0.01% | New |
| Balyasny Asset Management history | Q2 2026 | 654.99K | $10.45M | 0.01% | New |
| Marshall Wace history | Q2 2026 | 644.23K | $10.28M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 599.35K | $9.57M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 592.56K | $9.46M | 0.00% | Add |
| Moore Capital Management history | Q4 2021 | 546.00K | $7.02M | 0.14% | Hold |
| Morgan Stanley history | Q2 2026 | 319.42K | $5.10M | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 269.45K | $4.30M | 0.00% | Add |
| Arrowstreet Capital history | Q4 2024 | 160.43K | $3.82M | 0.00% | Reduce |
| CPP Investments history | Q2 2025 | 195.90K | $3.80M | 0.00% | New |
New Positions (Q2 2026)
- Point72 Asset Management 724.16K sh · $11.56M
- Balyasny Asset Management 654.99K sh · $10.45M
- JPMorgan Chase & Co 118.86K sh · $1.83M
- Millennium Management 13.16K sh · $209.99K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 36.49K sh · $662.55K
- Amundi US sold 13.61K sh · $247.07K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 3.91M | 3.75M | 3.78M | 3.80M | 5.07M | 5.36M | 5.48M | 5.57M | 5.78M | 6.44M | 7.46M | 7.88M | 7.88M | 8.18M | 8.26M | 8.51M | 9.60M | 9.80M | 10.04M | 9.90M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.97M | 4.31M | 4.28M | 4.64M | 4.67M | 4.75M | 4.78M | 5.47M |
| Wellington Management Group | 5.52M | 5.34M | 7.73M | 6.18M | 5.32M | 4.70M | 3.32M | 2.82M | 2.11M | 732.32K | 439.13K | 385.87K | 1.16M | 1.32M | 3.01M | 4.35M | 4.17M | 3.76M | 3.93M | 5.19M |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.60M | 2.68M |
| Geode Capital Management | 293.41K | 332.09K | 352.24K | 758.60K | 740.89K | 731.08K | 766.77K | 840.30K | 867.43K | 924.06K | 948.16K | 1.22M | 1.26M | 1.28M | 1.34M | 1.49M | 1.51M | 1.51M | 1.61M | 1.83M |
| Goldman Sachs Group | 40.32K | 46.49K | 68.68K | — | 49.17K | 63.85K | 105.22K | 97.79K | 121.40K | 685.14K | 1.85M | 1.60M | 1.55M | 1.34M | 1.21M | 1.44M | 1.51M | 1.54M | 1.84M | 1.77M |
| Bank of America Corp | 802 | 241.08K | 784.16K | 1.24M | 810.26K | 850.09K | 69.77K | 48.27K | 111.22K | 148.30K | 235.96K | 263.82K | 460.19K | 672.48K | 959.07K | 906.77K | 924.69K | 930.01K | 1.32M | 1.52M |
| Royce & Associates | — | — | — | — | — | — | — | 377.95K | 745.41K | 788.52K | 843.82K | 1.03M | 1.18M | 1.06M | 1.10M | 928.39K | 1.16M | 932.89K | 971.99K | 1.39M |
| First Eagle Investment Management | — | — | — | — | — | — | — | — | 186.30K | 249.88K | 283.18K | 426.08K | 534.08K | 479.28K | 385.08K | 406.08K | 467.79K | 583.85K | 615.06K | 901.19K |
| Point72 Asset Management | 149.49K | — | — | — | — | — | — | — | — | — | — | — | — | 11.88K | — | 22.73K | — | — | — | 724.16K |
| Balyasny Asset Management | 471.04K | 170.43K | 180.84K | 560.22K | 640.43K | 493.08K | 219.84K | — | — | — | — | — | 419.19K | 199.72K | 423.07K | — | — | — | — | 654.99K |
| Marshall Wace | 31.94K | — | 122.92K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 316.93K | 644.23K |
| Northern Trust Corp | 61.23K | 72.21K | 77.23K | 399.36K | 365.99K | 336.31K | 350.42K | 380.31K | 385.53K | 409.50K | 392.43K | 408.81K | 471.37K | 489.96K | 482.08K | 512.51K | 516.58K | 496.82K | 535.80K | 599.35K |
| Charles Schwab Investment Management | 14.49K | 14.49K | 14.49K | 116.83K | 104.84K | 102.45K | 102.98K | 117.15K | 116.75K | 116.91K | 114.67K | 145.82K | 434.00K | 457.76K | 461.67K | 512.29K | 529.58K | 541.42K | 553.13K | 592.56K |
| Morgan Stanley | 1.20M | 1.31M | 2.02M | 94.78K | 105.41K | 106.69K | 123.91K | 135.18K | 137.92K | 229.32K | 240.50K | 195.06K | 344.22K | 389.52K | 536.31K | 618.45K | 468.47K | 1.14M | 369.59K | 319.42K |
| BNY Mellon | 13.59K | 79.95K | 81.68K | 184.83K | 219.55K | 170.03K | 156.73K | 169.23K | 172.24K | 135.54K | 120.07K | 167.00K | 129.12K | 190.55K | 196.29K | 232.65K | 228.29K | 234.33K | 237.57K | 269.45K |
| UBS Group AG | — | 1.22K | 109.39K | 166.56K | 219.60K | 105.86K | 106.71K | 41.00K | 22.82K | 54.63K | 67.12K | 27.00K | 45.06K | 77.34K | 125.20K | 247.24K | 324.65K | 291.09K | 228.29K | 197.29K |
| Wells Fargo & Co | 211 | 214 | 481 | 1.20K | 698 | — | 7.13K | 17.79K | 8.41K | 10.91K | 14.54K | 42.65K | 41.85K | 62.72K | 64.49K | 70.82K | 90.25K | 133.95K | 92.40K | 115.78K |
| JPMorgan Chase & Co | 18.41K | 198 | 70.06K | 27.82K | 22.61K | 22.67K | 1.41K | 33.67K | 29.12K | 29.47K | 367.06K | 291.70K | 435.92K | 233.75K | 196.45K | 32.68K | 238.02K | 68.04K | — | 118.86K |
| Invesco Ltd | — | — | — | 20.46K | 21.74K | 107.48K | 49.83K | 66.93K | 79.49K | 73.78K | 61.37K | 71.81K | 291.53K | 263.74K | 64.84K | 61.88K | 112.61K | 128.11K | 87.81K | 92.20K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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