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PERELLA WEINBERG PARTNERS (PWP)

Institutional ownership, SEC filings and insider activity

Sector: Financials · SEC CIK 0001777835 · EDGAR filings · Updated 2026-06-16

PERELLA WEINBERG PARTNERS (PWP) has reported institutional ownership of 105.8%, with 163 institutional managers holding positions valued at $1.35B per the latest 13F reporting period. SEC filings include an active non-reliance notice on previously issued financial statements (8-K Item 4.02).

Institutional ownership
105.8%
Institutional managers
163
Reported 13F value
$1.35B
Insider activity
44 trans.
−$17.6M net selling
Data flags
1 active
from SEC filings

Latest updates

Institutional ownership overview

According to SEC 13F filings tracked by Sightfile, PERELLA WEINBERG PARTNERS has 163 institutional holders and institutional ownership of 105.8%.

Insider activity

Insiders reported 44 transactions (0 buys, 11 sells) across 12 reporting insiders, with a net reported value of −$17.6M.

Data flags from SEC filings

Active non-reliance notice on previously issued financial statements (8-K Item 4.02), most recently filed 2021-04-29 (recurring since 2021-04-29) — source filing. The authoritative details are those stated in the filing itself.

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Sightfile provides information only — not investment advice, recommendations, or an assessment of any security. Data is derived from official public sources (SEC EDGAR and U.S. government agencies), may contain errors or delays, and should be verified against the source filing before relying on it.
Data sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-06-16.