Perella Weinberg Partners (PWP) Institutional Ownership & Insider Trading

164 institutions reported holding Perella Weinberg Partners shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 7 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

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Capital Markets · Financials

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Market cap: 1.2B
P/E TTM: 47.6
Dividend yield: 2.2%
52-week: —
Next earnings: 29 Oct, in 5 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

164 institutions held 84.9% of the shares. Across filers that reported both quarters, shares held changed +7.2%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	164	80	+7.2%	67	23	40	23
Mar 26	163	74	+9.1%	69	19	38	29
Dec 25	169	69	+3.9%	63	20	47	16
Sep 25	161	65	+3.2%	64	15	48	22
Jun 25	166	62	+12.3%	82	26	35	29
Mar 25	171	56	+5.9%	64	22	49	21
Dec 24	170	53	+4.9%	61	34	45	10
Sep 24	148	50	+5.1%	49	28	40	7

Perella Weinberg Partners — questions

Who owns Perella Weinberg Partners stock?: 164 institutions reported Perella Weinberg Partners shares in 13F filings for the quarter ended 2026-06-30. The largest: FMR LLC (10.5%), BlackRock, Inc. (5.8%), WELLINGTON MANAGEMENT GROUP LLP (5.5%).
Are Perella Weinberg Partners insiders buying or selling?: 7 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Perella Weinberg Partners's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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