Perella Weinberg Partners - Common Stock (PWP)

CUSIP: 71367G102

Q2 2021 13F Holders as of 30 Jun 2021

Type / Class
Equity / Common Stock
Shares outstanding
64,790,672
Total 13F shares
34,207,307
Share change
+34,207,307
Total reported value
$434,661,000
Put/Call ratio
210%
Price per share
$12.86
Number of holders
57
Value change
+$434,661,000
Number of buys
57

Quarterly Holders Quick Answers

What is CUSIP 71367G102?
CUSIP 71367G102 identifies PWP - Perella Weinberg Partners - Common Stock in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of PWP - Perella Weinberg Partners - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Joseph R. Perella
3/4/5
Director
mixed-class rows
8,107,934
mixed-class rows
$93,200,702 24 Jun 2021
FinTech Masala Advisors IV, LLC
3/4/5
10%+ Owner
class O/S missing
4,506,446
$56,150,317 24 Jun 2021
FinTech Investor Holdings IV, LLC
3/4/5
10%+ Owner
mixed-class rows
3,153,554
mixed-class rows
$36,759,754 24 Jun 2021
Betsy Z. Cohen
3/4/5
Director
class O/S missing
914,736
$11,397,611 24 Jun 2021
James J. McEntee III
3/4/5
President and Secretary
class O/S missing
204,562
$2,548,843 24 Jun 2021
Brittain Ezzes
3/4/5
Director
class O/S missing
20,456
$254,882 24 Jun 2021
Jan Rock Zubrow
3/4/5
Director
class O/S missing
20,456
$254,882 24 Jun 2021
Laura Kohn
3/4/5
Director
class O/S missing
20,456
$254,882 24 Jun 2021
Madelyn Antoncic
3/4/5
Director
class O/S missing
20,456
$254,882 24 Jun 2021

Institutional Holders of Perella Weinberg Partners - Common Stock (PWP) as of Q2 2021

As of 30 Jun 2021, Perella Weinberg Partners - Common Stock (PWP) was held by 57 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 34,207,307 shares. The largest 10 holders included WELLINGTON MANAGEMENT GROUP LLP, SAMLYN CAPITAL, LLC, FMR LLC, ADAGE CAPITAL PARTNERS GP, L.L.C., BASSWOOD CAPITAL MANAGEMENT, L.L.C., MILLENNIUM MANAGEMENT LLC, Nantahala Capital Management, LLC, SCHRODER INVESTMENT MANAGEMENT GROUP, CITADEL ADVISORS LLC, and WESTWOOD HOLDINGS GROUP INC. This page lists 57 institutional shareholders reporting positions in this security for the Q2 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2021 vs Q4 2025 Across Filers

Q4 2025 holders
166
Q2 2021 holders
57
Holder diff
-109
Investor Q4 2025 Shares Q2 2021 Shares Share Diff Share Chg % Q4 2025 Value $ Q2 2021 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.