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Perella Weinberg Partners

US · PWP #3170 by market cap
15.67 +0.47 +3.09%
Live - 5344 symbols - heartbeat 90s ago · 2026-10-09 19:30

✦ Quant Ownership Signal how this is computed

Distributing
  • The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
  • Total institutional ownership fell 0.2 percentage points.

Institutional ownership

Held by institutions
109.24% -0.20pp
Institutions
204 -1
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund92.94%
Hedge Fund10.33%
Individual/Insider7.06%
Public Company4.00%
Government Pension Fund1.09%
Insurance Company0.70%
Private Company0.13%

Top holders as of 2026-06-30

FMR 13.37% · 9.90M sh
BlackRock 7.38% · 5.47M sh
Wellington Management Group 7.01% · 5.19M sh
William Blair Investment Management, LLC 5.93% · 4.39M sh
Vanguard Capital Management, LLC 4.78% · 3.54M sh
Adage Capital Management, L.P. 4.47% · 3.31M sh
Capital Research 3.61% · 2.68M sh
Macquarie Investment Management Business Trust 3.44% · 2.55M sh
Boston Partners Global Investors, Inc. 3.43% · 2.54M sh
Columbia Management Investment Advisers, LLC 3.06% · 2.27M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 19 buys · 31 sells

NameRoleStake
Peter Weinberg Co-Founder, Founding Partner & Chairman 2.82%
Andrew Bednar CEO, Partner of New York & Director 2.20%
Dietrich Becker Partner of London, President & Director 1.52%
Robert Steel Partner of New York & Vice Chairman of the Board 0.20%
Alexandra Gottschalk MD of Houston & Chief Accounting Officer 0.10%
Elizabeth Fascitelli Independent Director 0.06%
Kristin Mugford Independent Director 0.06%
Jane Sherburne Independent Director 0.05%
Jorma Ollila Independent Director 0.04%
Houda Dabboussi Independent Director --

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-08-31 Pwp Voteco Professionals Lp -- Other Disposition -1,997,030 $0.02
2026-08-30 Robert Steel Partner of New York & Vice Chairman of the Board Derivative Exercise and Sale -15,298 $16.98
2026-08-30 Robert Steel Partner of New York & Vice Chairman of the Board Derivative Exercise and Retained +14,702 --
2026-08-30 Dietrich Becker Partner of London, President & Director Derivative Exercise and Retained +968,964 --
2026-08-30 Peter Weinberg Co-Founder, Founding Partner & Chairman Derivative Exercise and Retained +680,336 --
2026-08-30 Andrew Bednar CEO, Partner of New York & Director Derivative Exercise and Retained +968,964 --
2026-08-30 Alexandra Gottschalk MD of Houston & Chief Accounting Officer Derivative Exercise and Sale -1,626 $16.98
2026-08-30 Alexandra Gottschalk MD of Houston & Chief Accounting Officer Derivative Exercise and Retained +2,374 --
2026-08-06 Andrew Bednar CEO, Partner of New York & Director Open Market Disposition -235,697 $17.17–17.41
2026-08-06 Andrew Bednar CEO, Partner of New York & Director Intent to Sell (Form 144) -77,753 $17.41
2026-08-05 Andrew Bednar CEO, Partner of New York & Director Intent to Sell (Form 144) -80,045 $17.16
2026-08-04 Andrew Bednar CEO, Partner of New York & Director Intent to Sell (Form 144) -77,899 $17.36
2026-06-11 Robert Steel Partner of New York & Vice Chairman of the Board Open Market Disposition -100,000 $15.76
2026-05-26 Kristin Mugford Independent Director Other Acquisition +5,429 --
2026-05-26 Jorma Ollila Independent Director Sale to Issuer -1,696 $18.97
2026-05-26 Elizabeth Fascitelli Independent Director Other Acquisition +5,429 --
2026-05-26 Houda Dabboussi Independent Director Other Acquisition +5,429 --
2026-05-26 R. Bennett Independent Director Other Acquisition +5,429 --
2026-05-19 Alexandra Gottschalk MD of Houston & Chief Accounting Officer Derivative Exercise and Sale -57,806 $17.46–18.37
2026-05-19 Alexandra Gottschalk MD of Houston & Chief Accounting Officer Intent to Sell (Form 144) -14,018 $17.47

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-09 19:30:06 · For reference only, not investment advice and not tailored to your situation.

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