13FBOX
PERELLA WEINBERG PARTNERS · 13F Institutional Holdings
Options Calculator Rankings

PERELLA WEINBERG PARTNERS

PWP
Institutions
166
Combined AUM (Q2 2026)
$1.26B
Combined Shares (Q2 2026)
78.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+11.3M
100 · 29 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6.7M
71 · 24 Exit · ≈
⚖️ Net
+4.5M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.26B
Institutions
166
New Buys
29
Adds
71
Reduces
47
Exits
24
Unchanged
19
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FMR LLC
0.01%0.01%#47$158.0M9.9M$182.4M10.0M-146,891-1.46%Reduce
BlackRock, Inc.
<0.01%<0.01%#80$87.2M5.5M$86.7M4.8M+689,922+14.45%Add
WELLINGTON MANAGEMENT GROUP LLP
0.01%0.01%#31$82.8M5.2M$71.3M3.9M+1.3M+32.18%Add
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
0.21%0.24%#9$70.1M4.4M$74.0M4.1M+314,228+7.71%Add
Nuveen, LLC
0.01%0.01%#32$57.5M3.6M$54.0M3.0M+625,621+21.03%Add
ADAGE CAPITAL PARTNERS GP, L.L.C.
0.07%0.07%#14$52.9M3.3M$47.4M2.6M+699,760+26.79%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#87$48.4M3.0M$50.1M2.8M+270,937+9.81%Add
Capital World Investors
0.01%0.01%#54$42.7M2.7M$47.3M2.6M+72,993+2.80%Add
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.06%0.04%#15$40.7M2.5M$22.7M1.2M+1.3M+104.08%Add
Boston Partners
0.04%0.04%#22$40.6M2.5M$36.0M2.0M+559,269+28.19%Add
AMERIPRISE FINANCIAL INC
0.01%0.01%#46$36.2M2.3M$35.7M2.0M+301,761+15.34%Add
STATE STREET CORP
<0.01%<0.01%#89$32.5M2.0M$32.2M1.8M+264,330+14.90%Add
WESTWOOD HOLDINGS GROUP INC
0.22%0.26%#7$29.7M1.9M$35.6M2.0M-97,731-4.99%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#75$29.1M1.8M$29.3M1.6M+212,192+13.15%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#67$28.2M1.8M$33.4M1.8M-75,393-4.09%Reduce
FRONTIER CAPITAL MANAGEMENT CO LLC
0.24%0.35%#6$25.9M1.6M$33.9M1.9M-243,400-13.03%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#76$24.2M1.5M$23.9M1.3M+198,596+15.09%Add
ROYCE & ASSOCIATES LP
0.18%0.17%#10$22.2M1.4M$17.7M971,991+421,197+43.33%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#51$20.8M1.3M$22.9M1.3M-7,320-0.56%Reduce
GW&K Investment Management, LLC
0.16%0.17%#11$20.6M1.3M$19.1M1.1M+237,076+22.49%Add
Aristotle Capital Boston, LLC
1.23%1.39%#1$18.4M1.2M$22.4M1.2M-81,238-6.59%Reduce
SCHRODER INVESTMENT MANAGEMENT GROUP
0.01%0.01%#37$17.4M1.1M$17.3M989,788+138,337+13.98%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#64$15.7M981,178$15.5M852,987+128,191+15.03%Add
Walleye Capital LLC
0.05%0.1%#16$15.3M960,597$24.4M1.3M-385,713-28.65%Reduce
First Eagle Investment Management, LLC
0.02%0.02%#26$14.4M901,189$11.2M615,057+286,132+46.52%Add
Russell Investments Group, Ltd.
0.01%0.01%#41$13.3M830,393$15.1M832,362-1,969-0.24%Reduce
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
0.5%0.68%#2$12.6M788,737$14.3M788,73700.00%Unchanged
Point72 Asset Management, L.P.
0.01%#36$11.6M724,159$00+724,159New Buy
Rockefeller Capital Management L.P.
0.02%0.02%#28$10.6M664,754$12.5M688,299-23,545-3.42%Reduce
BALYASNY ASSET MANAGEMENT L.P.
0.01%#35$10.5M654,989$00+654,989New Buy
MARSHALL WACE, LLP
0.01%0.01%#45$10.3M644,227$5.8M316,929+327,298+103.27%Add
NORTHERN TRUST CORP
<0.01%<0.01%#85$9.6M599,347$9.7M535,802+63,545+11.86%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#104$9.5M594,798$9.1M498,888+95,910+19.22%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#81$9.5M592,558$10.0M553,135+39,423+7.13%Add
Ceredex Value Advisors LLC
0.25%0.33%#5$9.0M567,000$10.5M580,900-13,900-2.39%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#71$8.1M508,971$8.4M460,284+48,687+10.58%Add
SEI INVESTMENTS CO
0.01%0.01%#48$7.7M481,233$11.1M610,588-129,355-21.19%Reduce
LOOMIS SAYLES & CO L P
0.01%0.01%#42$7.6M474,830$8.7M476,589-1,759-0.37%Reduce
SILVERCREST ASSET MANAGEMENT GROUP LLC
0.05%0.06%#18$7.0M441,460$8.4M463,433-21,973-4.74%Reduce
STATE OF WISCONSIN INVESTMENT BOARD
0.01%0.02%#34$6.5M405,042$8.1M445,695-40,653-9.12%Reduce
WASATCH ADVISORS LP
0.04%0.14%#21$5.9M366,781$20.3M1.1M-753,623-67.26%Reduce
Ranger Investment Management, L.P.
0.33%0.48%#4$5.1M321,985$6.7M367,855-45,870-12.47%Reduce
MORGAN STANLEY
<0.01%<0.01%#114$5.1M319,422$10.0M468,466-149,044-31.82%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#95$4.3M269,446$4.3M237,570+31,876+13.42%Add
UBS Group AG
<0.01%<0.01%#107$3.1M197,295$4.1M228,288-30,993-13.58%Reduce
FIRST TRUST ADVISORS LP
<0.01%#78$2.5M154,943$00+154,943New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#99$2.4M148,012$2.7M147,039+973+0.66%Add
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
0.02%0.02%#29$2.2M140,697$2.2M119,272+21,425+17.96%Add
Swiss National Bank
<0.01%<0.01%#84$2.1M134,500$2.4M131,900+2,600+1.97%Add
WESBANCO BANK INC
0.05%0.04%#17$2.0M124,000$1.5M84,000+40,000+47.62%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow