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Perella Weinberg Partners (PWP) institutional ownership

Latest close $16.17 Jul 27, 2026
Market cap$2.1B 52-week range SectorFinancial Services
Funds holding · Q1 2026
163
reported PWP position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
91 buyers · 72 sellers

Perella Weinberg Partners (PWP) price and institutional activity

Dates

Q1 2026

$0 bought by 91 investors
Capital World InvestorsAristotle Capital Boston, LLC +89 more
$0 sold by 72 investors
Morgan StanleyBasswood Capital Management, L.L.C. +70 more
Bought Sold Totals per quarter; hover a bar for the names.

Perella Weinberg Partners (PWP) institutional activity · 163

Investor Type Est. change Change Δ Own Date
Capital World Investors · New
Change +2.6M Date Q1 2026
Capital World Investors New· Q1 2026 +2.6M Q1 2026
Morgan Stanley · Reduced
Change −768K Date Q1 2026
Morgan Stanley Reduced· Q1 2026 −768K Q1 2026
Aristotle Capital Boston, LLC · Added
Change +746K Date Q1 2026
Aristotle Capital Boston, LLC Added· Q1 2026 +746K Q1 2026
Boston Partners · Added
Change +605K Date Q1 2026
Boston Partners Added· Q1 2026 +605K Q1 2026
Bank of America Corp · Added
Change +386K Date Q1 2026
Bank of America Corp Added· Q1 2026 +386K Q1 2026
Ameriprise Financial Inc · Added
Change +371K Date Q1 2026
Ameriprise Financial Inc Added· Q1 2026 +371K Q1 2026
Nomura Asset Management International Inc. · Added
Change +336K Date Q1 2026
Nomura Asset Management International Inc. Added· Q1 2026 +336K Q1 2026
Marshall Wace, LLP · New
Change +317K Date Q1 2026
Marshall Wace, LLP New· Q1 2026 +317K Q1 2026
Goldman Sachs Group Inc · Added
Change +306K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +306K Q1 2026
Basswood Capital Management, L.L.C. · Reduced
Change −296K Date Q1 2026
Basswood Capital Management, L.L.C. Reduced· Q1 2026 −296K Q1 2026
Millennium Management LLC · Exited
Change −279K Δ Own −100.0% Date Q1 2026
Millennium Management LLC Exited· Q1 2026 −279K −100.0% Q1 2026
Dimensional · Added
Change +268K Date Q1 2026
Dimensional Added· Q1 2026 +268K Q1 2026
Gw&k Investment Management, LLC · Added
Change +257K Date Q1 2026
Gw&k Investment Management, LLC Added· Q1 2026 +257K Q1 2026
FMR LLC · Added
Change +245K Δ Own +2.5% Date Q1 2026
FMR LLC Added· Q1 2026 +245K +2.5% Q1 2026
Grandeur Peak Global Advisors, LLC · Reduced
Change −235K Date Q1 2026
Grandeur Peak Global Advisors, LLC Reduced· Q1 2026 −235K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 163

Famous investor activity in Perella Weinberg Partners (PWP)

Perella Weinberg Partners (PWP) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Steel Robert K. · Director Sell −$1.6M
Price $15.76 Qty −100K Owned 288K Trade date Jun 12, 2026 Filed date Jun 16, 2026
Steel Robert K. Director Sell $15.76 −100K −$1.6M 288K Jun 12, 2026 Jun 16, 2026
Bennett Roy Edwin · Director Grant (A) 5K
Owned 8K Trade date May 27, 2026 Filed date May 29, 2026
Bennett Roy Edwin Director Grant (A) 5K 8K May 27, 2026 May 29, 2026
Dabboussi Houda · Director Grant (A) 5K
Owned 8K Trade date May 27, 2026 Filed date May 29, 2026
Dabboussi Houda Director Grant (A) 5K 8K May 27, 2026 May 29, 2026
Fascitelli Elizabeth C. · Director Grant (A) 5K
Owned 50K Trade date May 27, 2026 Filed date May 29, 2026
Fascitelli Elizabeth C. Director Grant (A) 5K 50K May 27, 2026 May 29, 2026
Mugford Kristin W. · Director Grant (A) 5K
Owned 50K Trade date May 27, 2026 Filed date May 29, 2026
Mugford Kristin W. Director Grant (A) 5K 50K May 27, 2026 May 29, 2026
Ollila Jorma J. · Director Tax withholding or exercise payment (F) -$32K
Price $18.97 Qty -2K Owned 32K Trade date May 27, 2026 Filed date May 29, 2026
Ollila Jorma J. Director Tax withholding or exercise payment (F) $18.97 -2K -$32K 32K May 27, 2026 May 29, 2026
Gottschalk Alexandra · CFO Sell −$245K
Price $17.46 Qty −14K Owned 72K Trade date May 20, 2026 Filed date May 20, 2026
Gottschalk Alexandra CFO Sell $17.46 −14K −$245K 72K May 20, 2026 May 20, 2026
Gottschalk Alexandra · CFO Sell −$770K
Price $17.58 Qty −44K Owned 87K Trade date May 19, 2026 Filed date May 20, 2026
Gottschalk Alexandra CFO Sell $17.58 −44K −$770K 87K May 19, 2026 May 20, 2026
Gottschalk Alexandra · CFO 4 operations -58K
Price $0.02–$18.37 Owned 0 Trade date May 18, 2026 Filed date May 20, 2026
Gottschalk Alexandra CFO 4 operations $0.02–$18.37 -58K 0 May 18, 2026 May 20, 2026
Gottschalk Alexandra · CFO Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$16
Price $18.37 Qty -1 Owned 130K Trade date May 18, 2026 Filed date May 20, 2026
Gottschalk Alexandra CFO Shares transferred outside the market (D), often for tax or as a gift, not a market sale $18.37 -1 -$16 130K May 18, 2026 May 20, 2026
Steel Robert K. · Director 4 operations -198K
Price $0.02–$18.37 Owned 0 Trade date May 18, 2026 Filed date May 20, 2026
Steel Robert K. Director 4 operations $0.02–$18.37 -198K 0 May 18, 2026 May 20, 2026
Steel Robert K. · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$38
Price $18.37 Qty -2 Owned 388K Trade date May 18, 2026 Filed date May 20, 2026
Steel Robert K. Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale $18.37 -2 -$38 388K May 18, 2026 May 20, 2026
Pwp Voteco Professionals LP · Director Other Form 4 events -$38K
Price $0.02 Qty -1.9M Owned 20.0M Trade date May 18, 2026 Filed date May 20, 2026
Pwp Voteco Professionals LP Director Other Form 4 events $0.02 -1.9M -$38K 20.0M May 18, 2026 May 20, 2026
Gottschalk Alexandra · CFO Sell −$1.0M
Price $19.74 Qty −52K Owned 72K Trade date May 5, 2026 Filed date May 7, 2026
Gottschalk Alexandra CFO Sell $19.74 −52K −$1.0M 72K May 5, 2026 May 7, 2026
Steel Robert K. · Director Tax withholding or exercise payment (F) -$285K
Price $18.64 Qty -15K Owned 190K Trade date Mar 5, 2026 Filed date Mar 9, 2026
Steel Robert K. Director Tax withholding or exercise payment (F) $18.64 -15K -$285K 190K Mar 5, 2026 Mar 9, 2026
15 of 46
15 of 46 Sign in to continue to older insider transactions.

Perella Weinberg Partners (PWP) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
FMR LLC 6.4M
% of shares outstanding 14.9% Filing date Feb 9, 2024
FMR LLC 6.4M 14.9% Feb 9, 2024
BlackRock Inc. 3.3M
% of shares outstanding 7.7% Filing date Jan 26, 2024
BlackRock Inc. 3.3M 7.7% Jan 26, 2024
Adage Capital Partners Gp, L.L.C. 2.8M
% of shares outstanding 6.3% Filing date Feb 7, 2024
Adage Capital Partners Gp, L.L.C. 2.8M 6.3% Feb 7, 2024
Vanguard Group Inc 2.3M
% of shares outstanding 5.4% Filing date Feb 13, 2024
Vanguard Group Inc 2.3M 5.4% Feb 13, 2024
Schroder Investment Management North America Inc/ de 20.8M
% of shares outstanding 4.8% Filing date Feb 10, 2023
Schroder Investment Management North America Inc/ de 20.8M 4.8% Feb 10, 2023
Nantahala Capital Management, LLC 1.3M
% of shares outstanding 3.1% Filing date Feb 14, 2022
Nantahala Capital Management, LLC 1.3M 3.1% Feb 14, 2022
Adage Capital Management, L.P. 1.0M
% of shares outstanding 1.9% Filing date Nov 12, 2024
Adage Capital Management, L.P. 1.0M 1.9% Nov 12, 2024
Wellington Management Group LLP 732K
% of shares outstanding 1.7% Filing date Feb 8, 2024
Wellington Management Group LLP 732K 1.7% Feb 8, 2024
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Perella Weinberg Partners (PWP) ownership FAQ

Who owns PWP?

163 reporting institutions disclosed PWP position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.