Perella Weinberg Partners
Perella Weinberg Partners (PWP) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · PWP · as of Mar 31, 2025
Ownership Breakdown
171
Institutional Holders
▼ 1 vs Q4
$1.02B
Total Inst. Value
▼ $230.22M vs Q4
66.27M
Shares Outstanding
freeFloat 101.46%
55.55M
13F Shares Held
▲ 3.00M vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
PWP largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
FMR LLC finance services | 8.26M | 13.30% | 13.30% | $152.07B | May 12, 2025 | ▲ 82.6K |
BLACKROCK, INC. finance services | 4.28M | 6.88% | 6.88% | $78.68B | May 2, 2025 | ▼ 33.9K |
VANGUARD GROUP INC finance services | 3.15M | 5.07% | 5.07% | $57.97B | May 9, 2025 | ▼ 13.2K |
WELLINGTON MANAGEMENT GROUP LLP finance services | 3.01M | 4.84% | 4.84% | $55.37B | May 13, 2025 | ▲ 1.69M |
CHANNING CAPITAL MANAGEMENT, LLC finance services | 2.14M | 3.45% | 3.45% | $39.43B | May 14, 2025 | ▲ 1.46M |
AZORA CAPITAL LP finance services | 1.82M | 2.93% | 2.93% | $33.52B | May 15, 2025 | ▼ 670.9K |
ADAGE CAPITAL PARTNERS GP, L.L.C. finance services | 1.81M | 2.91% | 2.91% | $33.27B | May 15, 2025 | ▲ 1.00M |
STATE STREET CORP finance services | 1.57M | 2.52% | 2.52% | $28.80B | May 15, 2025 | ▲ 196.3K |
GEODE CAPITAL MANAGEMENT, LLC finance services | 1.34M | 2.16% | 2.16% | $24.74B | May 13, 2025 | ▲ 62.3K |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC finance services | 1.33M | 2.15% | 2.15% | $24.54B | May 9, 2025 | ▲ 97.3K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
31
Increased
+7.71M shares4
New Positions
first time holders15
Decreased
−2.20M shares0
Sold Out
fully exitedNet shares change (top 50)
+5.52M
+7.71M / −2.20M
Net new holders
+20
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
PWP insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
8
Buy transactions
11
Sell transactions
0.73
Buy/Sell ratio
$3M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Bennett Roy Edwin director | May 27, 2026 | Award | 5,429 | — | — | 7.7K | Form 4 ↗ |
Dabboussi Houda director | May 27, 2026 | Award | 5,429 | — | — | 7.7K | Form 4 ↗ |
FASCITELLI ELIZABETH C director | May 27, 2026 | Award | 5,429 | — | — | 49.6K | Form 4 ↗ |
MUGFORD KRISTIN W director | May 27, 2026 | Award | 5,429 | — | — | 49.6K | Form 4 ↗ |
OLLILA JORMA J director | May 27, 2026 | Tax Withhold | 1,696 | $18.97 | $32.2K | 32.3K | Form 4 ↗ |
Gottschalk Alexandra Chief Financial Officer | May 18, 2026 | D-Return | 0.86 | $18.37 | $15.798 | 130.3K | Form 4 ↗ |
Gottschalk Alexandra Chief Financial Officer | May 19, 2026 | Sale | 43,788 | $17.58 | $769.8K | 86.5K | Form 4 ↗ |
Gottschalk Alexandra Chief Financial Officer | May 20, 2026 | Sale | 14,018 | $17.46 | $244.8K | 72.5K | Form 4 ↗ |
STEEL ROBERT K director | May 18, 2026 | D-Return | 2.08 | $18.37 | $38.21 | 387.9K | Form 4 ↗ |
PWP VoteCo Professionals LP director | May 18, 2026 | J-Other | 1,906,191 | — | — | 20.02M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Perella Weinberg Partners (PWP) is primarily owned by institutional investors, who hold approximately 83.8% of total shares outstanding. Company insiders own approximately 0.00%, while retail and public investors account for the remaining 17.64%.
The largest institutional shareholder of Perella Weinberg Partners is FMR LLC, holding approximately 8.26 million shares — equal to 13.30% of outstanding shares — as of March 31, 2025.
A total of 171 institutional investors currently hold PWP stock, with a combined institutional value of approximately $1.02 billion as of the most recent 13F filing period.
Frequently asked questions
PWP ownershipPerella Weinberg Partners (PWP) is primarily owned by institutional investors, who hold approximately 83.8% of shares. The largest shareholder is FMR LLC with a 13.30% stake. Company insiders hold 0.00%. Data sourced from SEC Form 13F as of March 31, 2025.