PWP · NASDAQ · Financial - Capital Markets

Perella Weinberg Partners (PWP)

Advises clients on M&A, restructuring, financing and shareholder-engagement matters.

$13.24
vs last close−0.10 (−0.75%)

13F · 13D/G · Form 4

Institutions84.61%79.57M shares
167 holders · as of Jun 30, 2026
Insiders0.21%193.1K shares
6 holders · as of May 29, 2026
Strategic holders0.10%95.1K shares
1 holder · as of Sep 3, 2025
Other15.08%14.18M shares
remainder

94.04M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (94.04M in the company's Sep 23, 2026 report, 69.05M elsewhere); stakes use the report.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
FMR LLCInstitution
10.52%9.90M Aas of Jun 30, 2026
BlackRock, Inc.Institution
5.81%5.47M Aas of Jun 30, 2026
Wellington Management Group LLPInstitution
5.52%5.19M Aas of Jun 30, 2026
William Blair Investment Management, LLCInstitution
4.67%4.39M Aas of Jun 30, 2026
Nuveen, LLCInstitution
3.83%3.60M Aas of Jun 30, 2026
Adage Capital Partners GP, L.L.C.Institution
3.52%3.31M Aas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.22%3.03M Aas of Jun 30, 2026
Capital World InvestorsInstitution
2.85%2.68M Aas of Jun 30, 2026
Macquarie Management Holdings, Inc.Institution
2.71%2.55M Aas of Jun 30, 2026
Boston PartnersInstitution
2.70%2.54M Aas of Jun 30, 2026
Ameriprise Financial IncInstitution
2.41%2.27M Aas of Jun 30, 2026
State Street CorpInstitution
2.17%2.04M Aas of Jun 30, 2026
Westwood Holdings Group IncInstitution
1.98%1.86M Aas of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.94%1.83M Aas of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.88%1.77M Aas of Jun 30, 2026
Frontier Capital Management Co LLCInstitution
1.73%1.62M Aas of Jun 30, 2026
Bank of America Corp /DE/Institution
1.61%1.52M Aas of Jun 30, 2026
Royce & Associates LPInstitution
1.48%1.39M Aas of Jun 30, 2026
Raymond James Financial IncInstitution
1.39%1.30M Aas of Jun 30, 2026
GW&K Investment Management, LLCInstitution
1.37%1.29M Aas of Jun 30, 2026
Aristotle Capital Boston, LLCInstitution
1.23%1.15M Aas of Jun 30, 2026
Schroder Investment Management GroupInstitution
1.20%1.13M Aas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.04%981,178 Aas of Jun 30, 2026
Walleye Capital LLCInstitution
1.02%960,597 Aas of Jun 30, 2026
First Eagle Investment Management, LLCInstitution
0.96%901,189 Aas of Jun 30, 2026

13F, as of Jun 30, 2026

167 holders · 79.57M shares · 29 new positions · 99 increased · 47 reduced · 25 closed

HolderShares% of companyChg q/qFiled
FMR LLC9.90M10.52%−146.9KAug 13, 2026
BlackRock, Inc.5.47M5.81%+689.9KAug 7, 2026
Wellington Management Group LLP5.19M5.52%+1.26MAug 14, 2026
William Blair Investment Management, LLC4.39M4.67%+314.2KAug 12, 2026
Nuveen, LLC3.60M3.83%+625.6KAug 11, 2026
Adage Capital Partners GP, L.L.C.3.31M3.52%+699.8KAug 14, 2026
Vanguard Capital Management LLC3.03M3.22%+270.9KAug 13, 2026
Capital World Investors2.68M2.85%+73.0KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
FMR LLC15.00%9.60M13GNov 5, 2025
Wellington Management Group LLP5.80%3.76M13GFeb 10, 2026
William Blair Investment Management, LLC5.70%3.68M13GNov 12, 2025
Vanguard Capital Management5.01%3.56M13GJul 31, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 7, 2026
Andrew Bednardirector, officer: Chairman and CEO
Sale77,753$17.411,061,260
Aug 6, 2026
Andrew Bednardirector, officer: Chairman and CEO
Sale80,045$17.171,139,013
Aug 5, 2026
Andrew Bednardirector, officer: Chairman and CEO
Sale77,899$17.361,219,058
Jun 12, 2026
Robert K. Steeldirector
Sale100,000$15.76287,922
May 20, 2026
Alexandra Gottschalkofficer: Chief Financial Officer
Sale14,018$17.4672,492
May 19, 2026
Alexandra Gottschalkofficer: Chief Financial Officer
Sale43,788$17.5886,510
May 5, 2026
Alexandra Gottschalkofficer: Chief Financial Officer
Sale51,671$19.7472,492

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Rep. Gilbert Cisneros · CA31Purchase$1,001 – $15,000May 29, 2026Jun 9, 2026