Perella Weinberg Partners (PWP)
Nasdaq: PWP · Finance Services · New York, NY · filing with the SEC since 2019
Grade5.2
◀ Past 5.3● Present 4.5▶ Future 6.0
Who owns Perella Weinberg Partners
As filed with the SECHolders of 5% or more
4
Fmr LLC holds 13.9% of CLASS A COMMON STOCK, as its SCHEDULE 13G/A filed Aug 6, 2026 says.
Directors and officers
12
report now, of 26 people on the record since 2020. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
Fmr LLC
SCHEDULE 13G/A · filed Aug 6, 2026 · CLASS A COMMON STOCK · 15% in Nov 5, 2025
Wellington Management Group LLP
SCHEDULE 13G/A · filed Aug 13, 2026 · Common Stock · 5.8% in Feb 10, 2026
William Blair Investment Management, LLC
SCHEDULE 13G · filed Nov 12, 2025 · Common Stock
Vanguard Capital Management
SCHEDULE 13G · filed Jul 31, 2026 · Common Stock
Nuveen Asset Management, LLC
SCHEDULE 13G · filed Aug 3, 2026 · Common Stock · reported falling below 5%
Tiaa Cref Investment Management LLC
SCHEDULE 13G · filed Aug 3, 2026 · Common Stock · reported falling below 5%
Teachers Advisors, LLC
SCHEDULE 13G · filed Aug 3, 2026 · Common Stock · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What PWP reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
PWP OpCo
An entity · consolidated entity · owns, named in the 10-K filed Feb 27, 2026
Devon Park
A company bought · acquisition · Sep 2025 · owns, named in the 10-K filed Feb 27, 2026
Tudor, Pickering, Holt & Co., LLC
A company bought · acquisition · owns, named in the 10-K filed Feb 27, 2026
19 subsidiaries in 6 countries, from the list filed with the 10-K filed Feb 27, 2026.
Insider tradesForm 4
8sales
0purchases
0sales on a scheduled plan
3people selling
$8.2Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 9, 2025 to Nov 9, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 9, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window3 of 31 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Bednar Andrew | Chairman and CEO | 3 | $4.1M | 0 | 0 | $0 |
| Steel Robert K | director | 2 | $2.1M | 0 | 0 | $0 |
| Gottschalk Alexandra | CFO and COO | 3 | $2.0M | 0 | 0 | $0 |