Perella Weinberg Partners — Institutional Ownership
Which tracked institutions hold PWP, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
26
Funds holding
$299241774
Total value held
Buying
20 added/new · 6 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $87232538 | 5465698 | +689922 | +14.45% |
| 2 | Ameriprise Financial Inc | $36212184 | 2268931 | +2268931 | NEW BUY |
| 3 | State Street Corp | $32540812 | 2038898 | +264330 | +14.90% |
| 4 | Westwood Holdings Group Inc | $29693915 | 1860521 | -97731 | -4.99% |
| 5 | Goldman Sachs Group Inc | $28183552 | 1765887 | -75393 | -4.09% |
| 6 | Bank Of America Corp /De/ | $24180645 | 1515078 | +198596 | +15.09% |
| 7 | Raymond James Financial Inc | $20793375 | 1302843 | -7320 | -0.56% |
| 8 | Northern Trust Corp | $9565578 | 599347 | +63545 | +11.86% |
| 9 | Sei Investments Co | $7680486 | 481233 | -129355 | -21.19% |
| 10 | Morgan Stanley | $5097982 | 319422 | -50167 | -13.57% |
| 11 | Bank Of New York Mellon Corp | $4300358 | 269446 | +31876 | +13.42% |
| 12 | Ubs Group Ag | $3148828 | 197295 | +197295 | NEW BUY |
| 13 | Wells Fargo & Company/Mn | $1847849 | 115780 | +23384 | +25.31% |
| 14 | Jpmorgan Chase & Co | $1832883 | 118864 | +81409 | +217.35% |
| 15 | Invesco Ltd. | $1471447 | 92196 | +92196 | NEW BUY |
| 16 | Barclays Plc | $1391154 | 87165 | +4852 | +5.89% |
| 17 | Citigroup Inc | $1274390 | 79849 | +69170 | +647.72% |
| 18 | Fifth Third Bancorp | $697612 | 43710 | +16094 | +58.28% |
| 19 | Janus Henderson Group Plc | $662549 | 36494 | +36494 | NEW BUY |
| 20 | Allstate Corp | $355876 | 22298 | +22298 | NEW BUY |
| 21 | Us Bancorp \De\ | $286243 | 17935 | +4048 | +29.15% |
| 22 | Franklin Resources Inc | $234883 | 14717 | -1330657 | -98.91% |
| 23 | Royal Bank Of Canada | $210000 | 13141 | +1052 | +8.70% |
| 24 | Prudential Financial Inc | $181625 | 11380 | +1350 | +13.46% |
| 25 | Pnc Financial Services Group, Inc. | $161307 | 10107 | +3255 | +47.50% |
| 26 | Zions Bancorporation, National Association /Ut/ | $3703 | 232 | +232 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.