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Of the 9 tracked institutions holding PWP, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +3.7pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 9 tracked institutional investors we monitor, PWP (PERELLA WEINBERG PARTNERS) is held with a combined value of $488.91M across 27,098,652 shares. The largest holder is FMR LLC with a position worth $182.40M. 7 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$488.91M
Total Shares Held
27,098,652
Institutional Holders
9
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $182.40M | 0.01% | +2.5% |
| 2 | BlackRock, Inc. | $86.73M | 0.00% | +0.6% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | $71.29M | 0.01% | +4.5% |
| 4 | VANGUARD GROUP INC | $64.40M | 0.00% | +6.9% |
| 5 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $47.43M | 0.07% | +1.2% |
| 6 | STATE STREET CORP | $32.23M | 0.00% | -1.3% |
| 7 | AQR CAPITAL MANAGEMENT LLC | $2.81M | 0.00% | +260.6% |
| 8 | CITADEL ADVISORS LLC | $811.59K | 0.00% | -74.6% |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $810.00K | 0.00% | +22.8% |
| Member | Type | Date |
|---|---|---|
| Gilbert Cisneros | Buy | May 29, 2026 |
| Gilbert Cisneros | Buy | Jan 15, 2026 |
| Josh Gottheimer | Buy | Mar 7, 2024 |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of PWP with a position worth $182.40M, representing 0.01% of their portfolio. In total, 9 institutional investors hold PWP with a combined value of $488.91M.
Institutional investors hold $488.91M worth of PWP stock across 9 positions. The largest institutional holder is FMR LLC with $182.40M in holdings.
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.
Get notified when hedge funds change their PWP positions.
Last Close
$15.67
2026-07-24
YTD
-10.7%
10% of 52-week range