Perella Weinberg Partners (PWP) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

PWP ranks #3466 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

165 institutions disclose a position in PWP, but none treat it as a major bet — even Aristotle Capital Boston, LLC, its most concentrated holder, allocates just 1.2% of its own portfolio to it.

California State Teachers Retirement System has added to its PWP position for two straight quarters, increasing it by $83.2M to reach $84.3M today.

Morgan Stanley has trimmed its PWP position for two straight quarters, cutting it by $14.6M while still holding $5.1M.

PWP is up 0.6% today, and institutions have been net buyers of $122.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

PWP posted net income of $22.2M over the trailing twelve months, and currently trades at a P/E of 77.2.

• Profitable — net income of $22.2M over the trailing twelve months
• Revenue declined 20.9% year over year
• Net income declined year over year, from $57.2M to $22.2M
• Generated $34.8M in positive operating cash flow
• Total liabilities currently exceed total assets (negative shareholder equity)