§ FINANCIAL SERVICES
USD · Financial ServicesPWP
PERELLA WEINBERG PARTNERS
USDSector · Financial ServicesBeta · 1.66
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
102 increased/new, 48 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 71.8 | P/B | 7.04 |
| EPS (TTM) | 0.18 | Dividend | 2.41% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 10.0M | 0.0% | +3% |
| BlackRock | 4.8M | 0.0% | +1% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4.1M | 0.2% | +3% |
| WELLINGTON MANAGEMENT GROUP LLP | 3.9M | 0.0% | +4% |
| Nuveen LLC | 3.0M | 0.0% | +4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.8M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for PWP as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER13.7% · 0 holders
OTHER37.3% · 101 holders
QUALITY / COMPOUNDER28.9% · 17 holders
PASSIVE / INDEX7.8% · 7 holders
DEALER / BANK7.4% · 22 holders
DEEP VALUE3.5% · 2 holders
INCOME / DEFENSIVE0.9% · 10 holders
SYSTEMATIC / QUANT0.4% · 4 holders
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PWP in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention PWP yet.