Perella Weinberg Partners (PWP) — Institutional Holders, Q2 2026
164 institutional investment managers reported a PWP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PWP in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- NOMURA ASSET MANAGEMENT INTERNATIONALAdded · +1,300,085 sh+$20.7M
- WELLINGTON MANAGEMENT GROUP LLPAdded · +1,263,345 sh+$20.2M
- Point72 Asset Management, L.P.New · +724,159 sh+$11.6M
- ADAGE CAPITAL PARTNERS GP, L.L.C.Added · +699,760 sh+$11.2M
- BlackRockAdded · +689,922 sh+$11.0M
Biggest sellers
- FRANKLIN RESOURCESTrimmed · -1,330,657 sh-$21.2M
- EMERALD ADVISERSTrimmed · -992,302 sh-$15.8M
- WASATCH ADVISORSTrimmed · -753,623 sh-$12.0M
- EMERALD MUTUAL FUND ADVISERSTrimmed · -616,011 sh-$9.8M
- Walleye CapitalTrimmed · -385,713 sh-$6.2M
PWP 13F holders ranked 1–100 of 164
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | FMR#1 · 9,897,191 sh | 9,897,191 | $158.0M | <0.01% | -1.5% |
| 2 | BlackRock#2 · 5,465,698 sh | 5,465,698 | $87.2M | <0.01% | +14.4% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP#3 · 5,189,199 sh | 5,189,199 | $82.8M | 0.01% | +32.2% |
| 4 | WILLIAM BLAIR INVESTMENT MANAGEMENT#4 · 4,390,541 sh | 4,390,541 | $70.1M | 0.21% | +7.7% |
| 5 | Nuveen#5 · 3,601,078 sh | 3,601,078 | $57.5M | 0.01% | +21.0% |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C.#6 · 3,311,618 sh | 3,311,618 | $52.9M | 0.07% | +26.8% |
| 7 | VANGUARD CAPITAL MANAGEMENT#7 · 3,032,455 sh | 3,032,455 | $48.4M | <0.01% | +9.8% |
| 8 | Capital World Investors#8 · 2,675,588 sh | 2,675,588 | $42.7M | <0.01% | +2.8% |
| 9 | NOMURA ASSET MANAGEMENT INTERNATIONAL#9 · 2,549,221 sh | 2,549,221 | $40.7M | 0.06% | +104.1% |
| 10 | Boston Partners#10 · 2,543,113 sh | 2,543,113 | $40.6M | 0.04% | +28.2% |
| 11 | AMERIPRISE FINANCIAL#11 · 2,268,931 sh | 2,268,931 | $36.2M | <0.01% | +15.3% |
| 12 | STATE STREET#12 · 2,038,898 sh | 2,038,898 | $32.5M | <0.01% | +14.9% |
| 13 | WESTWOOD GROUP#13 · 1,860,521 sh | 1,860,521 | $29.7M | 0.22% | -5.0% |
| 14 | GEODE CAPITAL MANAGEMENT#14 · 1,825,865 sh | 1,825,865 | $29.1M | <0.01% | +13.1% |
| 15 | GOLDMAN SACHS GROUP#15 · 1,765,887 sh | 1,765,887 | $28.2M | <0.01% | -4.1% |
| 16 | FRONTIER CAPITAL MANAGEMENT#16 · 1,624,195 sh | 1,624,195 | $25.9M | 0.24% | -13.0% |
| 17 | BANK OF AMERICA#17 · 1,515,078 sh | 1,515,078 | $24.2M | <0.01% | +15.1% |
| 18 | ROYCE & ASSOCIATES#18 · 1,393,188 sh | 1,393,188 | $22.2M | 0.18% | +43.3% |
| 19 | RAYMOND JAMES FINANCIAL#19 · 1,302,843 sh | 1,302,843 | $20.8M | <0.01% | -0.6% |
| 20 | GW&K Investment Management#20 · 1,291,081 sh | 1,291,081 | $20.6M | 0.16% | +22.5% |
| 21 | Aristotle Capital Boston#21 · 1,152,220 sh | 1,152,220 | $18.4M | 1.23% | -6.6% |
| 22 | SCHRODER INVESTMENT MANAGEMENT GROUP#22 · 1,128,125 sh | 1,128,125 | $17.4M | 0.01% | +14.0% |
| 23 | DIMENSIONAL FUND ADVISORS#23 · 981,178 sh | 981,178 | $15.7M | <0.01% | +15.0% |
| 24 | Walleye Capital#24 · 960,597 sh | 960,597 | $15.3M | 0.05% | -28.6% |
| 25 | First Eagle Investment Management#25 · 901,189 sh | 901,189 | $14.4M | 0.02% | +46.5% |
| 26 | Russell Investments Group, Ltd.#26 · 830,393 sh | 830,393 | $13.3M | 0.01% | -0.2% |
| 27 | BASSWOOD CAPITAL MANAGEMENT, L.L.C.#27 · 788,737 sh | 788,737 | $12.6M | 0.50% | 0.0% |
| 28 | Point72 Asset Management, L.P.#28 · 724,159 sh | 724,159 | $11.6M | 0.01% | New |
| 29 | Rockefeller Capital Management L.P.#29 · 664,754 sh | 664,754 | $10.6M | 0.02% | -3.4% |
| 30 | BALYASNY ASSET MANAGEMENT L.P.#30 · 654,989 sh | 654,989 | $10.5M | 0.01% | New |
| 31 | MARSHALL WACE, LLP#31 · 644,227 sh | 644,227 | $10.3M | <0.01% | +103.3% |
| 32 | NORTHERN#32 · 599,347 sh | 599,347 | $9.6M | <0.01% | +11.9% |
| 33 | VANGUARD PORTFOLIO MANAGEMENT#33 · 594,798 sh | 594,798 | $9.5M | <0.01% | +19.2% |
| 34 | CHARLES SCHWAB INVESTMENT MANAGEMENT#34 · 592,558 sh | 592,558 | $9.5M | <0.01% | +7.1% |
| 35 | Ceredex Value Advisors#35 · 567,000 sh | 567,000 | $9.0M | 0.25% | -2.4% |
| 36 | VANGUARD FIDUCIARY#36 · 508,971 sh | 508,971 | $8.1M | <0.01% | +10.6% |
| 37 | SEI INVESTMENTS#37 · 481,233 sh | 481,233 | $7.7M | <0.01% | -21.2% |
| 38 | LOOMIS SAYLES & L P#38 · 474,830 sh | 474,830 | $7.6M | <0.01% | -0.4% |
| 39 | SILVERCREST ASSET MANAGEMENT GROUP#39 · 441,460 sh | 441,460 | $7.0M | 0.05% | -4.7% |
| 40 | STATE OF WISCONSIN INVESTMENT BOARD#40 · 405,042 sh | 405,042 | $6.5M | 0.01% | -9.1% |
| 41 | WASATCH ADVISORS#41 · 366,781 sh | 366,781 | $5.9M | — | -67.3% |
| 42 | Ranger Investment Management, L.P.#42 · 321,985 sh | 321,985 | $5.1M | 0.33% | -12.5% |
| 43 | MORGAN STANLEY#43 · 319,422 sh | 319,422 | $5.1M | <0.01% | -13.6% |
| 44 | Bank of New York Mellon#44 · 269,446 sh | 269,446 | $4.3M | <0.01% | +13.4% |
| 45 | UBS Group AG#45 · 197,295 sh | 197,295 | $3.1M | <0.01% | -13.6% |
| 46 | FIRST ADVISORS#46 · 154,943 sh | 154,943 | $2.5M | <0.01% | New |
| 47 | ENVESTNET ASSET MANAGEMENT#47 · 148,012 sh | 148,012 | $2.4M | <0.01% | +0.7% |
| 48 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#48 · 140,697 sh | 140,697 | $2.2M | 0.02% | +18.0% |
| 49 | Swiss National Bank#49 · 134,500 sh | 134,500 | $2.1M | <0.01% | +2.0% |
| 50 | Grandeur Peak Global Advisors#50 · 8,113 sh | 8,113 | $2.0M | 0.46% | -98.1% |
| 51 | WESBANCO BANK#51 · 124,000 sh | 124,000 | $2.0M | 0.05% | +47.6% |
| 52 | Freestone Grove Partners#52 · 118,061 sh | 118,061 | $1.9M | 0.01% | New |
| 53 | WELLS FARGO & COMPANY#53 · 115,780 sh | 115,780 | $1.8M | <0.01% | +25.3% |
| 54 | JPMORGAN CHASE#54 · 118,864 sh | 118,864 | $1.8M | <0.01% | +217.4% |
| 55 | Voleon Capital Management#55 · 93,955 sh | 93,955 | $1.5M | 0.03% | +311.7% |
| 56 | ALLIANCEBERNSTEIN L.P.#56 · 82,190 sh | 82,190 | $1.5M | <0.01% | +64.1% |
| 57 | Invesco Ltd.#57 · 92,196 sh | 92,196 | $1.5M | <0.01% | +5.0% |
| 58 | RHUMBLINE ADVISERS#58 · 88,681 sh | 88,681 | $1.4M | <0.01% | +12.8% |
| 59 | BARCLAYS PLC#59 · 87,165 sh | 87,165 | $1.4M | <0.01% | +5.9% |
| 60 | CITIGROUP#60 · 79,849 sh | 79,849 | $1.3M | <0.01% | +1288.7% |
| 61 | Atom Investors#61 · 76,787 sh | 76,787 | $1.2M | 0.11% | New |
| 62 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#62 · 76,264 sh | 76,264 | $1.2M | <0.01% | 0.0% |
| 63 | Cinctive Capital Management#63 · 75,324 sh | 75,324 | $1.2M | 0.04% | New |
| 64 | DEUTSCHE BANK AG\#64 · 74,733 sh | 74,733 | $1.2M | <0.01% | +31.5% |
| 65 | Private Advisor Group#65 · 72,315 sh | 72,315 | $1.2M | <0.01% | +0.4% |
| 66 | CITADEL ADVISORS#66 · 67,135 sh | 67,135 | $1.1M | <0.01% | +50.2% |
| 67 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#67 · 65,291 sh | 65,291 | $1.0M | <0.01% | -2.6% |
| 68 | Legal & General Group Plc#68 · 64,200 sh | 64,200 | $1.0M | <0.01% | +54.5% |
| 69 | Bull Street Advisors#69 · 63,278 sh | 63,278 | $1.0M | — | 0.0% |
| 70 | KENNEDY CAPITAL MANAGEMENT#70 · 58,560 sh | 58,560 | $934.6K | 0.02% | -1.7% |
| 71 | PRICE T ROWE ASSOCIATES#71 · 57,716 sh | 57,716 | $922.0K | <0.01% | +29.5% |
| 72 | Neuberger Berman Group#72 · 57,034 sh | 57,034 | $910.3K | <0.01% | -3.9% |
| 73 | Riverwater Partners#73 · 46,447 sh | 46,447 | $741.3K | 0.22% | -48.5% |
| 74 | ALGERT GLOBAL#74 · 45,790 sh | 45,790 | $730.8K | <0.01% | -0.4% |
| 75 | VANGUARD ASSET MANAGEMENT, Ltd#75 · 44,426 sh | 44,426 | $709.0K | <0.01% | 0.0% |
| 76 | FIFTH THIRD BANCORP#76 · 43,710 sh | 43,710 | $697.6K | <0.01% | +58.3% |
| 77 | Quantinno Capital Management#77 · 42,044 sh | 42,044 | $671.0K | <0.01% | +28.2% |
| 78 | MetLife Investment Management#78 · 40,187 sh | 40,187 | $641.4K | <0.01% | +10.1% |
| 79 | Jupiter Topco#79 · 36,494 sh | 36,494 | $582.6K | <0.01% | — |
| 80 | Vident Advisory#80 · 36,490 sh | 36,490 | $582.4K | <0.01% | +0.2% |
| 81 | Jain Global#81 · 35,630 sh | 35,630 | $568.7K | <0.01% | New |
| 82 | AQR CAPITAL MANAGEMENT#82 · 34,295 sh | 34,295 | $547.3K | <0.01% | -77.8% |
| 83 | Y-Intercept (Hong Kong) Ltd#83 · 34,113 sh | 34,113 | $544.4K | — | New |
| 84 | Penn Capital Management Company#84 · 32,362 sh | 32,362 | $516.5K | 0.03% | -19.1% |
| 85 | MIRAE ASSET GLOBAL ETFS Ltd.#85 · 32,351 sh | 32,351 | $516.3K | <0.01% | +5.5% |
| 86 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#86 · 29,409 sh | 29,409 | $469.4K | <0.01% | +4.7% |
| 87 | EMERALD ADVISERS#87 · 27,567 sh | 27,567 | $440.0K | 0.01% | -97.3% |
| 88 | XTX Topco Ltd#88 · 27,108 sh | 27,108 | $432.6K | <0.01% | New |
| 89 | Jump Financial#89 · 26,690 sh | 26,690 | $426.0K | <0.01% | New |
| 90 | Vanguard Global Advisers#90 · 26,371 sh | 26,371 | $420.9K | <0.01% | 0.0% |
| 91 | NEW YORK STATE COMMON RETIREMENT FUND#91 · 24,655 sh | 24,655 | $393.5K | <0.01% | +17.1% |
| 92 | Zurcher Kantonalbank (Zurich Cantonalbank)#92 · 23,225 sh | 23,225 | $370.7K | <0.01% | 0.0% |
| 93 | Creative Planning#93 · 23,221 sh | 23,221 | $370.6K | <0.01% | -45.5% |
| 94 | ALLSTATE#94 · 22,298 sh | 22,298 | $355.9K | <0.01% | New |
| 95 | Kings Path Partners#95 · 22,060 sh | 22,060 | $352.1K | — | 0.0% |
| 96 | State of Alaska, Department of Revenue#96 · 21,497 sh | 21,497 | $342.0K | — | 0.0% |
| 97 | IFP Advisors#97 · 21,354 sh | 21,354 | $340.8K | — | +7779.7% |
| 98 | Police & Firemen's Retirement System of New Jersey#98 · 20,721 sh | 20,721 | $330.7K | <0.01% | +22.7% |
| 99 | Wescott Financial Advisory Group#99 · 20,513 sh | 20,513 | $327.4K | 0.03% | +0.4% |
| 100 | Bleakley Financial Group#100 · 20,268 sh | 20,268 | $323.5K | <0.01% | -2.9% |
Funds that sold out of PWP in Q2 2026 (27)
Held PWP at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Pier Capital260,184 sh | 260,184 | $4.7M |
| Ancora Advisors208,276 sh | 208,276 | $3.8M |
| J. Goldman145,619 sh | 145,619 | $2.6M |
| JACOBS LEVY EQUITY MANAGEMENT121,582 sh | 121,582 | $2.2M |
| NATIXIS53,900 sh | 53,900 | $978.8K |
| GLOBEFLEX CAPITAL L P40,307 sh | 40,307 | $732.0K |
| DARK FOREST CAPITAL MANAGEMENT22,639 sh | 22,639 | $411.1K |
| Mariner18,778 sh | 18,778 | $341.0K |
| IEQ CAPITAL16,622 sh | 16,622 | $301.9K |
| Universal- Beteiligungs- und Servicegesellschaft mbH15,140 sh | 15,140 | $274.9K |
| MERCER GLOBAL ADVISORS14,465 sh | 14,465 | $262.7K |
| OPPENHEIMER ASSET MANAGEMENT14,086 sh | 14,086 | $255.8K |
| Amundi13,605 sh | 13,605 | $247.1K |
| QUADRANT CAPITAL GROUP3,700 sh | 3,700 | $82.6K |
| State of Wyoming2,355 sh | 2,355 | $42.8K |
| Versant Capital Management596 sh | 596 | $10.8K |
| Aster Capital Management (DIFC) Ltd460 sh | 460 | $8.5K |
| Johnson Financial Group81 sh | 81 | $1.5K |
| True Wealth Design77 sh | 77 | $1.4K |
| MAI Capital Management67 sh | 67 | $1.2K |
| Quarry61 sh | 61 | $1.1K |
| MassMutual Private Wealth & , FSB20 sh | 20 | $363.00 |
| HARBOUR INVESTMENTS17 sh | 17 | $326.00 |
| James T. Borello RIA15 sh | 15 | $272.00 |
| Advisory Services Network14 sh | 14 | $254.00 |
| SJS Investment Consulting7 sh | 7 | $128.00 |
| Avion Wealth31 sh | 31 | $0.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.