Comparable stake leader
FMR LLC
SEC ownership of Perella Weinberg Partners
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001777835.
Disclosed value leader
FMR LLC
Comparable rows
7/50
Latest evidence
16 Oct 2026
- Public ticker
- PWP on Nasdaq
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
FMR LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
7 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
FMR LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
16 Oct 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001777835
- Issuer location
- New York, NY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Perella Weinberg Partners (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
FMR LLC
Disclosed value leader
FMR LLC
Comparable rows
7/50
Latest evidence
16 Oct 2026
13F
13D/G
3/4/5
Lead comparable stake: 14%
43 rows are not safely comparable across share classes.
13D/G row: FMR LLC
Showing 1-8 of 50 holder rows.
Quick read
FMR LLC leads the comparable SEC ownership view at 14%.
7 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens FMR LLC's linked filing trail.
Comparable ownership
Top 5
FMR LLC
14%
WELLINGTON MANAGEMENT GROUP LLP
7.3%
WILLIAM BLAIR INVESTMENT MANAGEME...
5.7%
VANGUARD CAPITAL MANAGEMENT LLC
5%
Nuveen Asset Management, LLC
2.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FMR LLC |
13F
13D/G
Company
|
14%
Reported 13D/G
· 30 Jun 2026
|
$157,959,168
9,897,191 shares
|
— | 30 Jun 2026 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
13D/G
Company
|
7.3%
Reported 13D/G
· 30 Jun 2026
|
$82,819,617
5,189,199 shares
|
— | 30 Jun 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13D/G
13F
Company
|
5.7%
Reported 13D/G
· 30 Sep 2025
|
$78,422,657
3,678,361 shares
|
$0 | 30 Sep 2025 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5%
Reported 13D/G
· 30 Jun 2026
|
$53,133,142
3,563,591 shares
|
$0 | 30 Jun 2026 |
| Nuveen Asset Management, LLC |
13D/G
|
2.9%
Reported 13D/G
· 30 Jun 2026
|
$30,317,785
2,033,386 shares
|
$0 | 30 Jun 2026 |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13D/G
|
2%
Reported 13D/G
· 30 Jun 2026
|
$21,251,730
1,425,334 shares
|
$0 | 30 Jun 2026 |
| TEACHERS ADVISORS, LLC |
13D/G
|
0.2%
Reported 13D/G
· 30 Jun 2026
|
$2,122,558
142,358 shares
|
$0 | 30 Jun 2026 |
| FinTech Masala Advisors IV, LLC |
3/4/5
10%+ Owner
|
—
denominator unverified
|
$56,150,317
4,506,446 shares
|
— | 24 Jun 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$7,690,912.
Buys
$0
Insiders: 0
Sells
$7,690,912
Insiders: 3
Net
-$7,690,912
Shares: -445,174
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 445,174
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 235,697 | $0 | $4,080,379 | -$4,080,379 |
| 3-6 | 0 | 209,477 | $0 | $3,610,533 | -$3,610,533 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 28 reporting-owner rows connected to Perella Weinberg Partners. Open a relationship link for the CIK-to-CIK filing trail.
Rows
28
Largest Forms 3/4/5 holder
Joseph R. Perella
Net 12M change
-$7,690,912
Latest report
16 Oct 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Joseph R. Perella | Director | $93,200,702 | Mixed | 24 Jun 2021 | ||
| FinTech Masala Advisors IV, LLC | 10%+ Owner | $56,150,317 | Mixed | 24 Jun 2021 | ||
| FinTech Investor Holdings IV, LLC | 10%+ Owner | $36,759,754 | Mixed | 24 Jun 2021 | ||
| Peter A. Weinberg | Director | $34,235,709 | Median | 16 Oct 2026 | ||
| Andrew Bednar | Chairman and CEO, Director | $25,194,805 | -$4,080,379 | -14% | Median | 16 Oct 2026 |
| Dietrich Becker | President, Director | $15,071,429 | Median | 16 Oct 2026 | ||
| Cohen Sponsor Interests IV, LLC | 10%+ Owner | $12,460,000 | Mixed | 07 Jan 2022 | ||
| Betsy Z. Cohen | Director | $11,397,611 | Mixed | 24 Jun 2021 | ||
| Daniel G. Cohen | Director | $9,360,924 | Mixed | 14 Mar 2023 | ||
| Robert K. Steel | Director | $6,947,940 | -$1,576,000 | -18% | Mixed | 31 Aug 2026 |
| James J. McEntee III | President and Secretary | $2,548,843 | Mixed | 24 Jun 2021 | ||
| Perella Weinberg Partners | Chief Financial Officer | $2,105,381 | Mixed | 31 Aug 2025 | ||
| Alexandra Gottschalk | CFO and COO | $1,461,741 | -$2,034,533 | -58% | Mixed | 31 Aug 2026 |
| Gary Barancik | Chief Financial Officer | $1,441,161 | Mixed | 04 Mar 2023 | ||
| Elizabeth C. Fascitelli | Director | $900,481 | Mixed | 27 May 2026 | ||
| Kristin W. Mugford | Director | $900,481 | Mixed | 27 May 2026 | ||
| Jane Cecile Sherburne | Director | $895,946 | Mixed | 28 May 2025 | ||
| Vladimir Shendelman | General Counsel | $839,069 | Filing P/S | 14 Dec 2023 | ||
| Jorma J. Ollila | Director | $586,731 | Mixed | 27 May 2026 | ||
| PWP VoteCo Professionals LP | Director | $442,790 | Mixed | 01 Sep 2026 |
Recent insider transactions for Perella Weinberg Partners
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Dietrich Becker | PWP | Class A Common Stock | Tax liability | -33% | -455,414 | 924,038 | 16 Oct 2026 | Direct | ||
| Andrew Bednar | PWP | Class A Common Stock | Tax liability | -23.9% | -485,516 | 1,544,708 | 16 Oct 2026 | Direct | ||
| Peter A. Weinberg | PWP | Class A Common Stock | Tax liability | -20.4% | -536,225 | 2,099,011 | 16 Oct 2026 | Direct | ||
| PWP VoteCo Professionals LP | PWP | Class B-1 Common Stock | Other | -9.98% | -1,997,030 | 18,021,285 | 01 Sep 2026 | Direct | ||
| Robert K. Steel | PWP | Class A Common Stock | Tax liability | -4.81% | -15,298 | 302,624 | 31 Aug 2026 | Direct | ||
| Robert K. Steel | PWP | Class A Common Stock | Options Exercise | 10.4% | 30,000 | 317,922 | 31 Aug 2026 | Direct | ||
| Robert K. Steel | PWP | Performance-Based Stock Units | Options Exercise | -100% | -30,000 | 0 | 31 Aug 2026 | Direct | ||
| Alexandra Gottschalk | PWP | Class A Common Stock | Tax liability | -2.13% | -1,626 | 74,866 | 31 Aug 2026 | Direct | ||
| Alexandra Gottschalk | PWP | Class A Common Stock | Options Exercise | 5.52% | 4,000 | 76,492 | 31 Aug 2026 | Direct | ||
| Alexandra Gottschalk | PWP | Performance-Based Stock Units | Options Exercise | -100% | -4,000 | 0 | 31 Aug 2026 | Direct | ||
| Peter A. Weinberg | PWP | Class A Common Stock | Options Exercise | 34.8% | 680,336 | 2,635,236 | 31 Aug 2026 | Direct | ||
| Peter A. Weinberg | PWP | Performance-Based Stock Units | Options Exercise | -100% | -680,336 | 0 | 31 Aug 2026 | Direct | ||
| Dietrich Becker | PWP | Class A Common Stock | Options Exercise | 236% | 968,964 | 1,379,452 | 31 Aug 2026 | Direct | ||
| Dietrich Becker | PWP | Performance-Based Stock Units | Options Exercise | -100% | -968,964 | 0 | 31 Aug 2026 | Direct | ||
| Andrew Bednar | PWP | Class A Common Stock | Options Exercise | 91.3% | 968,964 | 2,030,224 | 31 Aug 2026 | Direct | ||
| Andrew Bednar | PWP | Performance-Based Stock Units | Options Exercise | -100% | -968,964 | 0 | 31 Aug 2026 | Direct | ||
| Andrew Bednar | PWP | Class A Common Stock | Sale | -6.83% | $1,353,680 | $17.41 | -77,753 | 1,061,260 | 07 Aug 2026 | Direct |
| Andrew Bednar | PWP | Class A Common Stock | Sale | -6.57% | $1,374,373 | $17.17 | -80,045 | 1,139,013 | 06 Aug 2026 | Direct |
| Andrew Bednar | PWP | Class A Common Stock | Sale | -6.01% | $1,352,327 | $17.36 | -77,899 | 1,219,058 | 05 Aug 2026 | Direct |
| Robert K. Steel | PWP | Class A Common Stock | Sale | -25.8% | $1,576,000 | $15.76 | -100,000 | 287,922 | 12 Jun 2026 | Direct |
| Roy Edwin Bennett | PWP | Class A Common Stock | Award | 238% | 5,429 | 7,710 | 27 May 2026 | Direct | ||
| Houda Dabboussi | PWP | Class A Common Stock | Award | 238% | 5,429 | 7,710 | 27 May 2026 | Direct | ||
| Elizabeth C. Fascitelli | PWP | Class A Common Stock | Award | 12.3% | 5,429 | 49,586 | 27 May 2026 | Direct | ||
| Kristin W. Mugford | PWP | Class A Common Stock | Award | 12.3% | 5,429 | 49,586 | 27 May 2026 | Direct | ||
| Jorma J. Ollila | PWP | Class A Common Stock | Tax liability | -4.99% | -1,696 | 32,309 | 27 May 2026 | Direct | ||
| Alexandra Gottschalk | PWP | Class A Common Stock | Sale | -16.2% | $244,754 | $17.46 | -14,018 | 72,492 | 20 May 2026 | Direct |
| Alexandra Gottschalk | PWP | Class A Common Stock | Sale | -33.6% | $769,793 | $17.58 | -43,788 | 86,510 | 19 May 2026 | Direct |
| Alexandra Gottschalk | PWP | Class A Common Stock | Disposed to Issuer | -0.86 | 130,298 | 18 May 2026 | Direct | |||
| Alexandra Gottschalk | PWP | Class A Common Stock | Options Exercise | 79.7% | 57,807 | 130,299 | 18 May 2026 | Direct | ||
| Alexandra Gottschalk | PWP | Class B-1 Common Stock | Options Exercise | -100% | -57,749 | 0 | 18 May 2026 | PWP VoteCo Professionals LP | ||
| Alexandra Gottschalk | PWP | PWP Holdings LP Common Units | Options Exercise | -100% | -57,749 | 0 | 18 May 2026 | Direct | ||
| Robert K. Steel | PWP | Class A Common Stock | Disposed to Issuer | -2.08 | 387,922 | 18 May 2026 | Direct | |||
| Robert K. Steel | PWP | Class A Common Stock | Options Exercise | 104.6% | 198,281 | 387,924 | 18 May 2026 | Direct | ||
| Robert K. Steel | PWP | PWP Holdings LP Common Units | Options Exercise | -100% | -198,083 | 0 | 18 May 2026 | Direct | ||
| Robert K. Steel | PWP | Class B-1 Common Stock | Options Exercise | -100% | -198,083 | 0 | 18 May 2026 | PWP VoteCo Professionals LP | ||
| PWP VoteCo Professionals LP | PWP | Class B-1 Common Stock | Other | -8.69% | -1,906,191 | 20,018,315 | 18 May 2026 | Direct | ||
| Alexandra Gottschalk | PWP | Class A Common Stock | Sale | -41.6% | $1,019,986 | $19.74 | -51,671 | 72,492 | 05 May 2026 | Direct |
| Robert K. Steel | PWP | Class A Common Stock | Tax liability | -7.47% | -15,301 | 189,643 | 05 Mar 2026 | Direct | ||
| Alexandra Gottschalk | PWP | Class A Common Stock | Tax liability | -1.28% | -1,609 | 124,163 | 05 Mar 2026 | Direct | ||
| PWP VoteCo Professionals LP | PWP | Class B-1 Common Stock | Other | -0.97% | -215,000 | 21,924,506 | 03 Mar 2026 | Direct | ||
| Alexandra Gottschalk | PWP | Class A Common Stock | Options Exercise | 3.28% | 4,000 | 125,772 | 28 Feb 2026 | Direct | ||
| Alexandra Gottschalk | PWP | Performance-Based Stock Units | Options Exercise | -50% | -4,000 | 4,000 | 28 Feb 2026 | Direct | ||
| Robert K. Steel | PWP | Class A Common Stock | Options Exercise | 17.2% | 30,000 | 204,944 | 28 Feb 2026 | Direct | ||
| Robert K. Steel | PWP | Performance-Based Stock Units | Options Exercise | -50% | -30,000 | 30,000 | 28 Feb 2026 | Direct | ||
| Peter A. Weinberg | PWP | Class A Common Stock | Tax liability | -0.6% | -11,844 | 1,954,900 | 24 Feb 2026 | Direct | ||
| Robert K. Steel | PWP | Class A Common Stock | Tax liability | -1.74% | -3,093 | 174,944 | 24 Feb 2026 | Direct | ||
| Dietrich Becker | PWP | Class A Common Stock | Tax liability | -3.76% | -16,052 | 410,488 | 24 Feb 2026 | Direct | ||
| Alexandra Gottschalk | PWP | Class A Common Stock | Tax liability | -1.32% | -1,633 | 121,772 | 24 Feb 2026 | Direct | ||
| Andrew Bednar | PWP | Class A Common Stock | Tax liability | -1.19% | -15,590 | 1,296,957 | 24 Feb 2026 | Direct | ||
| Andrew Bednar | PWP | Class A Common Stock | Options Exercise | 56.7% | 474,850 | 1,312,547 | 24 Feb 2026 | Direct |
* marks a reported price that did not pass the local price check.