Who Owns Perella Weinberg Partners Stock?
NASDAQ: PWPFinancial ServicesCapital MarketsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 109.00%
- Institutions (% of float)
- 116.16%
- Held by insiders
- 6.17%
- Institutional holders
- 230
- Institutions 93.8%
- Insiders 6.2%
- Public and other 0.0%
Who owns Perella Weinberg Partners stock?
Institutional investors own about 109.0% of Perella Weinberg Partners's shares, spread across 230 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 6.17% of PWP.
The largest institutional holders are FMR, LLC (13.14%), Blackrock Inc. (7.26%) and Wellington Management Group, LLP (6.89%). Together, the top 10 institutions control 56.6% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their PWP positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of PWP
| Institution | Shares | % Held | Change |
|---|---|---|---|
| FMR, LLC | 9.90M | 13.14% | -1.5% |
| Blackrock Inc. | 5.47M | 7.26% | +14.4% |
| Wellington Management Group, LLP | 5.19M | 6.89% | +32.2% |
| William Blair Investment Management, LLC | 4.39M | 5.83% | +7.7% |
| Nuveen, LLC | 3.60M | 4.78% | +21.0% |
| Adage Capital Partners GP L.L.C. | 3.31M | 4.40% | +26.8% |
| Vanguard Capital Management LLC | 3.03M | 4.03% | +9.8% |
| Capital World Investors | 2.68M | 3.55% | +2.8% |
| Nomura Asset Management International Inc | 2.55M | 3.39% | +104.1% |
| Boston Partners | 2.54M | 3.38% | +28.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of PWP
| Fund | Shares | % Held |
|---|---|---|
| SmallCap World Fund Inc | 2.60M | 3.46% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.15M | 2.85% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | 1.90M | 2.52% |
| iShares Trust-iShares Russell 2000 ETF | 1.82M | 2.41% |
| Columbia Funds Series Trust I-Columbia Small Cap Growth Fund | 1.79M | 2.37% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | 1.43M | 1.89% |
| Nuveen Investment Trust-Nuveen Multi Cap Value Fund | 1.09M | 1.45% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | 1.01M | 1.34% |
| Trust for Professional Managers-Column Small Cap Select Fund | 949.63K | 1.26% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | 898.57K | 1.19% |
Frequently asked questions
Who is the largest shareholder of Perella Weinberg Partners?
FMR, LLC is the largest institutional shareholder of PWP, owning 13.14% of shares outstanding (9.90M shares) as of its latest 13F filing.
What percentage of Perella Weinberg Partners is owned by institutions?
Institutions own about 109.0% of PWP shares and 116.2% of the public float.
How much of Perella Weinberg Partners do insiders own?
Insiders, such as officers and directors, own about 6.17% of PWP shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.