$PWP

$12.77 +$0.23 (1.83%) Close

$PWP Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 74.2M shares outstanding

Who owns PWP?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 57.5%

FMR LLC 13.4% · BlackRock, Inc. 7.4%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

162

-2 vs last qtr

Net shares bought

+4.7M

by institutions in Q2 2026

New / sold out

27 / 29

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Nomura Asset Management International Inc. +1.3M
Wellington Management Group LLP +1.3M

Biggest sellers in Q2 2026

Franklin Resources Inc −1.3M
Emerald Advisers, LLC −992.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$7.69M

7 notices from 3 people

Shares covered

445.2K

0.60% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Andrew Bednar Officer $4.08M
Alexandra Gottschalk Officer $2.03M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+8.7%

+2.11% a year

Each share's claim on the business

−8.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $737M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years32% 3–5 years31% 1–3 years22% Under 1 year15%

Quarterly turnover

12.0%

of institutional shares changed hands

Top 10 managers, median time held

4.8 years

Super Investors

Investment managers reporting PWP on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	9.9M	13.35%	−146.9K (−1.5%)	≤2021	0.0%
Shares held by quarter Peak holding10.0M (Q1'26) Change over 8 quarters+2.0M Share of the company13.350% FMR LLC's full portfolio →
B BlackRock, Inc.	5.5M	7.37%	+689.9K (+14.4%)	2021	0.0%
Shares held by quarter Peak holding5.5M (Q2'26) Change over 8 quarters+1.5M Share of the company7.370% BlackRock, Inc.'s full portfolio →

FMR LLC

9.9M

% of company

13.35%

Change vs last qtr

−146.9K (−1.5%)

Held since

≤2021

BlackRock, Inc.

5.5M

% of company

7.37%

Change vs last qtr

+689.9K (+14.4%)

Held since

2021

28 more super investors behind a free account

See every manager holding Perella Weinberg Partners, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PWP on Form N-PORT; together they hold 48.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SW SMALLCAP World Fund Inc SMALLCAP World Fund Inc	$41.5M	2.6M	3.51%	0.04%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$34.3M	2.1M	2.90%	0.00%	June 30, 2026

SMALLCAP World Fund Inc

Position value

$41.5M

% of company

3.51%

% of the fund

0.04%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$34.3M

% of company

2.90%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Perella Weinberg Partners and how much of the fund the position is.

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