13F

Stock

Perella Weinberg Partners

PWP · held by 163 managers

Reported value

$1.33B

Holders

163

+21 new · −31 exited

Holders’ est. mark

$50M

Price effect on 136 books still in the name

Largest holder

$182.4M

Fidelity

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Fidelity10M$182.4M$8.43MAdded$12.9M
BlackRock, Inc.4.78M$86.7M$4.08MAdded$4.61M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC4.08M$74M$3.39MAdded$5.76M
WELLINGTON MANAGEMENT GROUP LLP3.93M$71.3M$3.23MAdded$6.28M
Nuveen, LLC2.98M$54M$2.46MAdded$4.53M
VANGUARD CAPITAL MANAGEMENT LLC2.76M$50.1MHeld
ADAGE CAPITAL PARTNERS GP, L.L.C.2.61M$47.4M$2.22MAdded$2.79M
Capital World Investors2.6M$47.3MNew
Boston Partners1.98M$36M$1.18MAdded$12.2M
AMERIPRISE FINANCIAL INC1.97M$35.7M$1.37MAdded$8.11M
WESTWOOD HOLDINGS GROUP INC1.96M$35.6M$1.68MAdded$531K
FRONTIER CAPITAL MANAGEMENT CO LLC1.87M$33.9M$1.05MAdded$12.8M
GOLDMAN SACHS GROUP INC1.84M$33.4M$1.32MAdded$6.87M
State Street1.77M$32.2M$1.53MAdded$1.12M
GEODE CAPITAL MANAGEMENT, LLC1.61M$29.3M$1.3MAdded$3.15M
Walleye Capital LLC1.35M$24.4M$1.16MCut−$910.6K
FRANKLIN RESOURCES INC1.35M$24.4M$1.13MAdded$1.68M
BANK OF AMERICA CORP /DE/1.32M$23.9M$799.8KAdded$7.82M
RAYMOND JAMES FINANCIAL INC1.31M$22.9M$98.8KCut−$786.6K
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1.25M$22.7M$785KAdded$6.89M
Aristotle Capital Boston, LLC1.23M$22.4M$420.7KAdded$14M
WASATCH ADVISORS LP1.12M$20.3M$963.5KAdded$234.6K
EMERALD ADVISERS, LLC1.02M$18.5M$850.3KAdded$1.42M
ROYCE & ASSOCIATES LP972K$17.7M$802.3KAdded$1.51M
SCHRODER INVESTMENT MANAGEMENT GROUP989.8K$17.3M$49.5KCut−$17.2K
DIMENSIONAL FUND ADVISORS LP853K$15.5M$501KAdded$5.36M
Russell Investments Group, Ltd.832.4K$15.1M$621.1KAdded$2.62M
BASSWOOD CAPITAL MANAGEMENT, L.L.C.788.7K$14.3M$678.3KCut−$4.45M
Rockefeller Capital Management L.P.688.3K$12.5M$591.9KAdded$464K
EMERALD MUTUAL FUND ADVISERS TRUST621.8K$11.3M$465.5KAdded$1.93M
First Eagle Investment Management, LLC615.1K$11.2M$502.1KAdded$1.07M
SEI INVESTMENTS CO610.6K$11.1M$209.1KAdded$6.88M
Ceredex Value Advisors LLC580.9K$10.5M$499.6KAdded$175.2K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC553.1K$10M$465.6KAdded$678.4K
NORTHERN TRUST CORP535.8K$9.73M$427.3KAdded$1.14M
VANGUARD PORTFOLIO MANAGEMENT LLC498.9K$9.06MHeld
LOOMIS SAYLES & CO L P476.6K$8.65M$409.9KCut−$253.5K
SILVERCREST ASSET MANAGEMENT GROUP LLC463.4K$8.42M$367.8KAdded$1.02M
VANGUARD FIDUCIARY TRUST CO460.3K$8.36MHeld
STATE OF WISCONSIN INVESTMENT BOARD445.7K$8.09M$383.3KCut−$2.1M
Grandeur Peak Global Advisors, LLC423.5K$7.69M$364.2KCut−$3.71M
MORGAN STANLEY369.6K$6.71M$317.9KCut−$13M
Ranger Investment Management, L.P.367.9K$6.68M$316.4KAdded$293.6K
MARSHALL WACE, LLP316.9K$5.76MNew
Pier Capital, LLC260.2K$4.72M$223.8KAdded$140.7K
Bank of New York Mellon Corp237.6K$4.31M$201.5KAdded$260.3K
UBS Group AG228.3K$4.15M$196.3KCut−$890.2K
Ancora Advisors LLC208.3K$3.78M$179.1KAdded$179.1K
Icahn Capital154.5K$2.81M$36.8KAdded$2.06M
ENVESTNET ASSET MANAGEMENT INC147K$2.67M$125.7KAdded$142K
J. Goldman & Co LP145.6K$2.64MNew
Swiss National Bank131.9K$2.4M$108.6KAdded$210.3K
JACOBS LEVY EQUITY MANAGEMENT, INC121.6K$2.21M$104.6KAdded$104.6K
WELLS FARGO & COMPANY/MN92.4K$1.68M$79.5KCut−$639.4K
Riverwater Partners LLC90.2K$1.64MNew
SUSQUEHANNA INTERNATIONAL GROUP, LLP90.1K$1.64M$44.3KAdded$746.6K
Invesco Ltd.87.8K$1.59M$75.5KCut−$621.7K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM86.4K$1.57M$53.1KAdded$499.5K
WESBANCO BANK INC84K$1.53M$49KAdded$539.3K
BARCLAYS PLC82.3K$1.49M$70.8KCut−$181.6K
RHUMBLINE ADVISERS78.6K$1.43M$65.4KAdded$111.5K
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO76.3K$1.38M$65.6KAdded$65.6K
Private Advisor Group, LLC72K$1.31M$61.7KAdded$66.9K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC67K$1.22M$57.6KCut−$1.91M
KENNEDY CAPITAL MANAGEMENT LLC59.6K$1.08M$49.6KAdded$84.4K
NEUBERGER BERMAN GROUP LLC59.4K$1.08M$50.5KAdded$62K
DEUTSCHE BANK AG\56.8K$1.03M$38.9KAdded$249K
BNP PARIBAS FINANCIAL MARKETS56.2K$1.02M$12.1KAdded$776.6K
NATIXIS53.9K$978.8KNew
ALLIANCEBERNSTEIN L.P.50.1K$866.6K$0Held
Citadel44.7K$811.6K$38.4KCut−$2.23M
VANGUARD ASSET MANAGEMENT, Ltd44.4K$806.8KHeld
Creative Planning42.6K$773.3K$36KAdded$48.1K
Legal & General Group Plc41.6K$754.6K$35.7KCut−$178.2K
GLOBEFLEX CAPITAL L P40.3K$732K$34.7KAdded$34.7K
Penn Capital Management Company, LLC40K$726.6K$29.6KAdded$130.4K
MetLife Investment Management, LLC36.5K$662.9K$31.4KAdded$26K
JANUS HENDERSON GROUP PLC36.5K$662.5K$19KAdded$271.3K
Vident Advisory, LLC36.4K$661.5KNew
JPMORGAN CHASE & CO37.5K$655.1K$7.12KCut−$522K
Quantinno Capital Management LP32.8K$595.5K$20.8KAdded$176.4K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.30.7K$557K$24.8KAdded$57.7K
MANUFACTURERS LIFE INSURANCE COMPANY, THE28.1K$509.9K$24.1KAdded$20.5K
FIFTH THIRD BANCORP27.6K$501.5K$55Added$500.4K
Vanguard Global Advisers, LLC26.4K$478.9KHeld
Zurcher Kantonalbank (Zurich Cantonalbank)23.2K$421.8K$13.6KAdded$148.9K
Voleon Capital Management LP22.8K$414.5KNew
DARK FOREST CAPITAL MANAGEMENT LP22.6K$411.1KNew
LPL Financial LLC21.6K$392.7K$16.3KAdded$65.2K
NEW YORK STATE COMMON RETIREMENT FUND21.1K$382.4K$18.1KAdded$18.1K
Bleakley Financial Group, LLC20.9K$378.9K$17.9KCut−$2.4K
Wescott Financial Advisory Group, LLC20.4K$370.9K$17.5KAdded$19K
Mariner, LLC18.8K$341K$13.9KAdded$60.3K
ARIZONA STATE RETIREMENT SYSTEM18.3K$332.5K$15.3KAdded$25.2K
Police & Firemen's Retirement System of New Jersey16.9K$306.7K$14.5KAdded$14.5K
IEQ CAPITAL, LLC16.6K$301.9KNew
COMMERCE BANK15.8K$287.8K$10.4KAdded$79.5K
Universal- Beteiligungs- und Servicegesellschaft mbH15.1K$274.9K$13KAdded$13K
MERCER GLOBAL ADVISORS INC /ADV14.5K$262.7KNew
KLP KAPITALFORVALTNING AS14.2K$257.9K$12.2KAdded$12.2K
Vanguard Investments Australia, Ltd.14.1K$256.1KHeld
OPPENHEIMER ASSET MANAGEMENT INC.14.1K$255.8K$11.6KAdded$21.6K
US BANCORP \DE\13.9K$252.2K$11.6KAdded$19.4K
CAPTRUST FINANCIAL ADVISORS13.7K$249.1K$9.56KAdded$56.9K
RITHOLTZ WEALTH MANAGEMENT13.7K$249KNew
Amundi13.6K$247.1K$11.7KCut−$381.1K
INTECH INVESTMENT MANAGEMENT LLC13.4K$243.2K$11.5KCut−$153.5K
CWM, LLC12.6K$229.6K$82.6KAdded$229.5K
LOS ANGELES CAPITAL MANAGEMENT LLC12.3K$222.5K−$1.57KAdded$177.7K
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM12.2K$221.4K$10.5KAdded$10.5K
ROYAL BANK OF CANADA12.1K$220K$10.9KCut−$149K
Pictet Asset Management Holding SA10.8K$196.2K$9.29KAdded$9.29K
VOYA INVESTMENT MANAGEMENT LLC10.7K$195.1K$9.24KAdded$5.43K
PRUDENTIAL FINANCIAL INC10K$182.1KNew
PNC Financial Services Group, Inc.6.85K$124.4K$4.74KAdded$29K
CITIGROUP INC5.75K$104.4K$4.94KCut−$80.3K
Ameritas Investment Partners, Inc.5.2K$94.3K$4.47KAdded$4.47K
JONES FINANCIAL COMPANIES LLLP4.74K$81.7KNew
Tower Research Capital LLC (TRC)2.48K$45.1K$2.13KCut−$60.6K
State of Wyoming2.35K$42.8K$2.03KCut−$268.4K
ASSETMARK, INC1.95K$35.4K$1.24KAdded$10.5K
QUADRANT CAPITAL GROUP LLC1.85K$33.6K$1.21KAdded$9.31K
GW&K Investment Management, LLC1.05M$19.1K$686Added$5.34K
Allworth Financial LP733$13.3K$22Added$12.9K
NISA INVESTMENT ADVISORS, LLC695$12.6K$597Added$597
Versant Capital Management, Inc596$10.8K$512Cut−$10.2K
OSAIC HOLDINGS, INC.570$10.4K$491Added$145
Arax Advisory Partners542$9.84K$463Cut−$1.84K
Essential Partners LLC524$9.52K$48Added$8.55K
Aster Capital Management (DIFC) Ltd460$8.46KNew
GAMMA Investing LLC427$7.75K$303Added$1.65K
Smartleaf Asset Management LLC443$7.75K$22Added$22
EverSource Wealth Advisors, LLC424$7.7K$364Added$243
Sterling Capital Management LLC424$7.7K$355Added$555
Optiver Holding B.V.390$7.08K$335Cut−$1.46K
WHITTIER TRUST CO OF NEVADA INC388$6.88K−$423Cut−$423
IFP Advisors, Inc271$4.92K$18Added$4.56K
Parallel Advisors, LLC264$4.79K$156Added$1.65K
ROTHSCHILD INVESTMENT LLC124$2.25K$33Added$1.59K
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY119.3K$2.17K$84Added$488
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/106$1.93K$74Added$437
SIGNATUREFD, LLC86$1.56K$74Cut−$2.35K
HUNTINGTON NATIONAL BANK86$1.56KNew
Farther Finance Advisors, LLC85$1.53K$43Added$475
Johnson Financial Group, Inc.81$1.47K$69Added$69
BAYBAN79$1.44KNew
True Wealth Design, LLC77$1.4K$31Added$758
WOLFF WIESE MAGANA LLC70$1.27K$61Added$61
MAI Capital Management67$1.22K$17Added$871
Bull Street Advisors, LLC63.3K$1.15KNew
Quarry LP61$1.11K$53Cut−$120
ALGERT GLOBAL LLC46K$835$39Cut−$1.27K
PRICE T ROWE ASSOCIATES INC /MD/44.6K$810$32Added$182
Physician Wealth Advisors, Inc.28$509$24Added$24
Larson Financial Group LLC24$436$21Cut−$5.07K
State of Alaska, Department of Revenue21.5K$389$18Added$18
JPL Wealth Management, LLC20$364New
MassMutual Private Wealth & Trust, FSB20$363$5Added$259
HARBOUR INVESTMENTS, INC.17$326New
Advisory Services Network, LLC14$254New
SJS Investment Consulting Inc.7$128New
Avion Wealth31$0$0Held
Covestor Ltd6$0$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.