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PWP Institutional Ownership & 13F Holders | SmartMoneyDB

PWPPERELLA WEINBERG PARTNERS

CLASS A COM · CUSIP 71367G102

Yahoo Finance

Smart Money Score

Composite context from Form 4, 13F and congressional disclosures; not a forecast.

4/10

Insider 0 · 13F 4

Congress 1 · 2+ sources

Smart Money Ownership

Of the 11 tracked institutions holding PWP, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +5.4pt. It's a gauge of who owns the name, not just how many.

PRICE T ROWE ASSOCIATES INC /MD/

$922.0K

+3.5pt

PWP (PERELLA WEINBERG PARTNERS) Institutional Ownership Summary

Among the 11 tracked institutional investors we monitor, PWP (PERELLA WEINBERG PARTNERS) is held with a combined value of $492.12M across 30,521,822 shares. The largest holder is FMR LLC with a position worth $157.96M. 2 funds opened new positions in the most recent quarter. 7 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$492.12M

Total Shares Held

30,521,822

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

WELLINGTON MANAGEMENT GROUP LLP+32% shares~$20.2M Point72 Asset Management, L.P.New position~$11.6M ADAGE CAPITAL PARTNERS GP, L.L.C.+27% shares~$11.2M BlackRock, Inc.+14% shares~$11.0M STATE STREET CORP+15% shares~$4.2M

13F Institutional Holders

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WELLINGTON MANAGEMENT GROUP LLP

ADAGE CAPITAL PARTNERS GP, L.L.C.

Point72 Asset Management, L.P.

PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book+29.5%

$922.00K

AQR CAPITAL MANAGEMENT LLC

0.00% of book-77.8%

$547.35K

#	Fund	Value↓	Shares	Portfolio %	Change
1	FMR LLC	$157.96M	9,897,191	0.01%	-1.5%
2	BlackRock, Inc.	$87.23M	5,465,698	0.00%	+14.4%
3	WELLINGTON MANAGEMENT GROUP LLP	$82.82M	5,189,199	0.01%	+32.2%
4	VANGUARD GROUP INC	$64.40M	3,722,756	0.00%	+6.9%
5	ADAGE CAPITAL PARTNERS GP, L.L.C.	$52.85M	3,311,618	0.07%	+26.8%
6	STATE STREET CORP	$32.54M	2,038,898	0.00%	+14.9%
7	Point72 Asset Management, L.P.	$11.56M	724,159	0.02%	New
8	CITADEL ADVISORS LLC	$1.07M	67,135	0.00%	+50.2%
9	PRICE T ROWE ASSOCIATES INC /MD/	$922.00K	57,716	0.00%	+29.5%
10	AQR CAPITAL MANAGEMENT LLC	$547.35K	34,295	0.00%	-77.8%

Activist & Large Holders (13D/13G)

Investor	Ownership	Type	Filed
WELLINGTON MANAGEMENT GROUP LLP	7.3%	13G/A	2026-08-13
FMR LLC	13.9%

Congress Trading

2 members · 3 disclosed trades in PWP

Member	Type	Amount	Date
Gilbert Cisneros	Buy	$1,001 - $15,000	May 29, 2026
Gilbert Cisneros	Buy	$1,001 - $15,000	Jan 15, 2026
Josh Gottheimer	Buy	$1,001 - $15,000	Mar 7, 2024

Frequently Asked Questions

Which institutional investors own the most PWP stock?

As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of PWP with a position worth $157.96M, representing 0.01% of their portfolio. In total, 11 institutional investors hold PWP with a combined value of $492.12M.

Are hedge funds buying or selling PWP?

In the most recent quarter, 2 funds opened a new position in PWP. Additionally, 7 increased their holdings and 2 reduced their positions.

What percentage of PWP is owned by institutional investors?

Institutional investors hold $492.12M worth of PWP stock across 11 positions. The largest institutional holder is FMR LLC with $157.96M in holdings.

What is a 13F filing and why does it matter for PWP?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For PWP, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track PWP institutional moves

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