Perella Weinberg Partners — Institutional Ownership

Which tracked institutions hold PWP, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

22
Funds holding
$334960695
Total value held
Buying
17 added/new · 5 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $86728091 4775776 +28985 +0.61%
2 Ameriprise Financial Inc $35723850 1967170 +371148 +23.25%
3 Westwood Holdings Group Inc $35561856 1958252 -66653 -3.29%
4 Goldman Sachs Group Inc $33437639 1841280 +305602 +19.90%
5 State Street Corp $32226155 1774568 -23734 -1.32%
6 Franklin Resources Inc $24431992 1345374 +30041 +2.28%
7 Bank Of America Corp /De/ $23907314 1316482 +386473 +41.56%
8 Raymond James Financial Inc $22943247 1310163 -50778 -3.73%
9 Sei Investments Co $11088315 610588 NEW BUY
10 Northern Trust Corp $9730165 535802 +38980 +7.85%
11 Morgan Stanley $6711750 369589 -767676 -67.50%
12 Bank Of New York Mellon Corp $4314274 237570 +3236 +1.38%
13 Wells Fargo & Company/Mn $2317318 133949 +43703 +48.43%
14 Invesco Ltd. $2216355 128113 +15505 +13.77%
15 Barclays Plc $1494804 82313 NEW BUY
16 Janus Henderson Group Plc $662549 36494 NEW BUY
17 Fifth Third Bancorp $501508 27616 +27552 +43050.00%
18 Us Bancorp \De\ $252188 13887 +433 +3.22%
19 Royal Bank Of Canada $220000 12089 NEW BUY
20 Citigroup Inc $184747 10679 -6223 -36.82%
21 Prudential Financial Inc $182145 10030 NEW BUY
22 Pnc Financial Services Group, Inc. $124433 6852 +1338 +24.27%

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.