PWPNasdaqFinance ServicesFiscal year ends December 31
Perella Weinberg Partners
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$12.66−0.60 (-4.52%)
Close on Oct 19, 2026
- Market cap
- $1.29B
- P/E (TTM)
- 46.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
84.9%
80M of 94M shares
Institutional holders
164
28 new, 26 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
0 buys · 7 sales
Net sold $7.69M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 9,897,191 | 13.90% | 13G (passive) amendment | Jun 30, 2026 |
| Abigail P. Johnson | 9,603,323 | 15.00% | 13G (passive) amendment | Sep 30, 2025 |
| Wellington Management Company LLP | 5,189,199 | 6.30% | 13G (passive) amendment | Jun 30, 2026 |
| Wellington Investment Advisors Holdings LLP | 4,352,753 | 6.90% | 13G (passive) amendment | Jun 30, 2025 |
| Wellington Management Group LLP | 3,757,859 | 5.80% | 13G (passive) amendment | Dec 31, 2025 |
| William Blair Investment Management, LLC | 3,678,361 | 5.70% | 13G (passive) | Sep 30, 2025 |
| Vanguard Capital Management | 3,563,591 | 5.01% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 3,342,119 | 7.70% | 13G (passive) amendment | Dec 31, 2023 |
| Robert Atchinson | 2,814,843 | 6.32% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PWP | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 9,897,191 | 10.52% | $157.96M | −146,891 | 0.01% |
| BlackRock, Inc. | 5,465,698 | 5.81% | $87.23M | +689,922 | 0.00% |
| Wellington Management Group Llp | 5,189,199 | 5.52% | $82.82M | +1,263,345 | 0.01% |
| William Blair Investment Management, LLC | 4,390,541 | 4.67% | $70.07M | +314,228 | 0.21% |
| Nuveen, LLC | 3,601,078 | 3.83% | $57.47M | +625,621 | 0.01% |
| Adage Capital Partners Gp, L.L.C. | 3,311,618 | 3.52% | $52.85M | +699,760 | 0.07% |
| Vanguard Capital Management LLC | 3,032,455 | 3.22% | $48.40M | +270,937 | 0.00% |
| Capital World Investors | 2,675,588 | 2.85% | $42.70M | +72,993 | 0.01% |
| Nomura Asset Management International Inc. | 2,549,221 | 2.71% | $40.69M | +1,300,085 | 0.06% |
| Boston Partners | 2,543,113 | 2.70% | $40.58M | +559,269 | 0.04% |
| Ameriprise Financial Inc | 2,268,931 | 2.41% | $36.21M | +301,761 | 0.01% |
| State Street Corp | 2,038,898 | 2.17% | $32.54M | +264,330 | 0.00% |
| Westwood Holdings Group Inc | 1,860,521 | 1.98% | $29.69M | −97,731 | 0.22% |
| Geode Capital Management, LLC | 1,825,865 | 1.94% | $29.15M | +212,192 | 0.00% |
| First Eagle Investment Management, LLC | 1,802,378 | 1.92% | $28.77M | +1,187,321 | 0.02% |
| Goldman Sachs Group Inc | 1,765,887 | 1.88% | $28.18M | −75,393 | 0.00% |
| Frontier Capital Management Co LLC | 1,624,195 | 1.73% | $25.92M | −243,400 | 0.24% |
| Bank Of America Corp /De/ | 1,515,078 | 1.61% | $24.18M | +198,596 | 0.00% |
| Royce & Associates LP | 1,393,188 | 1.48% | $22.24M | +421,197 | 0.18% |
| Raymond James Financial Inc | 1,302,843 | 1.39% | $20.79M | −7,320 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 164 | 80M | 84.9% | 28 / 72 | 44 / 26 | 12M | 7M |
| Q1 2026 | 164 | 74M | 79.2% | 27 / 73 | 42 / 31 | 13M | 3M |
| Q4 2025 | 171 | 69M | 72.9% | 26 / 72 | 52 / 20 | 9M | 5M |
| Q3 2025 | 165 | 65M | 69.2% | 24 / 73 | 52 / 25 | 10M | 7M |
| Q2 2025 | 167 | 62M | 66.3% | 30 / 87 | 37 / 34 | 13M | 6M |
| Q1 2025 | 171 | 56M | 59.1% | 25 / 69 | 57 / 23 | 10M | 7M |
| Q4 2024 | 171 | 53M | 55.9% | 38 / 66 | 49 / 12 | 8M | 5M |
| Q3 2024 | 148 | 50M | 53.6% | 33 / 52 | 47 / 9 | 12M | 5M |
| Q2 2024 | 127 | 48M | 50.8% | 18 / 62 | 39 / 36 | 10M | 6M |
| Q1 2024 | 146 | 44M | 46.8% | 35 / 51 | 45 / 10 | 12M | 4M |
| Q4 2023 | 123 | 36M | 38.1% | 25 / 49 | 36 / 4 | 5M | 3M |
| Q3 2023 | 102 | 34M | 36.4% | 10 / 44 | 28 / 8 | 3M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PWP | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 2,602,595 | 2.77% | $41.54M | 0.04% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,148,879 | 2.29% | $34.30M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Value Fund | 1,895,419 | 2.02% | $33.45M | 0.61% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 1,845,153 | 1.96% | $29.45M | 0.04% | Jun 30, 2026 |
| Columbia Small Cap Growth Fund | 1,788,166 | 1.90% | $30.68M | 0.84% | May 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 1,425,334 | 1.52% | $22.75M | 0.02% | Jun 30, 2026 |
| Nuveen Multi Cap Value Fund | 1,089,741 | 1.16% | $17.39M | 1.38% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 1,007,373 | 1.07% | $17.29M | 0.31% | May 29, 2026 |
| First Eagle Small Cap Opportunity Fund | 898,570 | 0.96% | $15.86M | 0.55% | Jul 31, 2026 |
| William Blair Small Cap Value Fund | 864,210 | 0.92% | $13.79M | 1.31% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 817,303 | 0.87% | $13.04M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Stock Fund | 801,173 | 0.85% | $14.14M | 1.05% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 767,288 | 0.82% | $13.54M | 0.04% | Jul 31, 2026 |
| Fidelity Small Cap Growth K6 Fund | 715,560 | 0.76% | $12.63M | 0.28% | Jul 31, 2026 |
| Column Small Cap Select Fund | 681,728 | 0.72% | $11.70M | 0.62% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Andrew Bednar | Chairman and CEO, Director | 4,332,581 | 4.61% | Sep 2, 2026 |
| Dietrich Becker | President, Director | 3,681,809 | 3.92% | Sep 2, 2026 |
| Alexandra Gottschalk | CFO and COO | 76,492 | 0.08% | Sep 2, 2026 |
| Weinberg Partners Perella | Chief Financial Officer | 95,137 | 0.10% | Sep 3, 2025 |
| VoteCo Professionals LP PWP | Director | 18,021,285 | 19.16% | Sep 3, 2026 |
| Robert K. Steel | Director | 302,624 | 0.32% | Sep 2, 2026 |
| Peter A. Weinberg | Director | 2,635,236 | 2.80% | Sep 2, 2026 |
| Jorma J. Ollila | Director | 32,309 | 0.03% | May 29, 2026 |
| Kristin W. Mugford | Director | 49,586 | 0.05% | May 29, 2026 |
| Roy Edwin Bennett | Director | 7,710 | 0.01% | May 29, 2026 |
| Houda Dabboussi | Director | 7,710 | 0.01% | May 29, 2026 |
| Elizabeth C. Fascitelli | Director | 49,586 | 0.05% | May 29, 2026 |
| Jane Cecile Sherburne | Director | 46,159 | 0.05% | May 30, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Alexandra Gottschalk CFO and COO | Aug 31, 2026 | Option exercise | +4,000 | – | – | 76,492 |
| Alexandra Gottschalk CFO and COO | Aug 31, 2026 | Tax withholding | −1,626 | $16.98 | $27.61K | 74,866 |
| Robert K. Steel Director | Aug 31, 2026 | Tax withholding | −15,298 | $16.98 | $259.76K | 302,624 |
| Robert K. Steel Director | Aug 31, 2026 | Option exercise | +30,000 | – | – | 317,922 |
| Dietrich Becker President, Director | Aug 31, 2026 | Option exercise | +968,964 | – | – | 1,379,452 |
| Andrew Bednar Chairman and CEO, Director | Aug 31, 2026 | Option exercise | +968,964 | – | – | 2,030,224 |
| Peter A. Weinberg Director | Aug 31, 2026 | Option exercise | +680,336 | – | – | 2,635,236 |
| Andrew Bednar Chairman and CEO, Director | Aug 7, 2026 | Sale | −77,753 | $17.41 | $1.35M | 1,061,260 |
| Andrew Bednar Chairman and CEO, Director | Aug 6, 2026 | Sale | −80,045 | $17.17 | $1.37M | 1,139,013 |
| Andrew Bednar Chairman and CEO, Director | Aug 5, 2026 | Sale | −77,899 | $17.36 | $1.35M | 1,219,058 |
| Robert K. Steel Director | Jun 12, 2026 | Sale | −100,000 | $15.76 | $1.58M | 287,922 |
| Roy Edwin Bennett Director | May 27, 2026 | Award | +5,429 | – | – | 7,710 |
| Jorma J. Ollila Director | May 27, 2026 | Tax withholding | −1,696 | $18.97 | $32.17K | 32,309 |
| Houda Dabboussi Director | May 27, 2026 | Award | +5,429 | – | – | 7,710 |
| Elizabeth C. Fascitelli Director | May 27, 2026 | Award | +5,429 | – | – | 49,586 |
| Kristin W. Mugford Director | May 27, 2026 | Award | +5,429 | – | – | 49,586 |
| Alexandra Gottschalk Chief Financial Officer | May 20, 2026 | Sale | −14,018 | $17.46 | $244.75K | 72,492 |
| Alexandra Gottschalk Chief Financial Officer | May 19, 2026 | Sale | −43,788 | $17.58 | $769.79K | 86,510 |
| Robert K. Steel Director | May 18, 2026 | Returned to company | −2.08 | $18.37 | $38 | 387,922 |
| Robert K. Steel Director | May 18, 2026 | Option exercise | +198,083 | – | – | 387,726 |
| Robert K. Steel Director | May 18, 2026 | Option exercise | +198.08 | – | – | 387,924 |
| Alexandra Gottschalk Chief Financial Officer | May 18, 2026 | Returned to company | −0.86 | $18.37 | $16 | 130,298 |
| Alexandra Gottschalk Chief Financial Officer | May 18, 2026 | Option exercise | +57.75 | – | – | 130,299 |
| Alexandra Gottschalk Chief Financial Officer | May 18, 2026 | Option exercise | +57,749.11 | – | – | 130,241 |
| Alexandra Gottschalk Chief Financial Officer | May 5, 2026 | Sale | −51,671 | $19.74 | $1.02M | 72,492 |
| Robert K. Steel Director | Mar 5, 2026 | Tax withholding | −15,301 | $18.64 | $285.21K | 189,643 |
| Alexandra Gottschalk Chief Financial Officer | Mar 5, 2026 | Tax withholding | −1,609 | $18.64 | $29.99K | 124,163 |
| Alexandra Gottschalk Chief Financial Officer | Feb 28, 2026 | Option exercise | +4,000 | – | – | 125,772 |
| Robert K. Steel Director | Feb 28, 2026 | Option exercise | +30,000 | – | – | 204,944 |
| Robert K. Steel Director | Feb 24, 2026 | Tax withholding | −3,093 | $19.35 | $59.85K | 174,944 |
| Andrew Bednar Chief Executive Officer, Director | Feb 24, 2026 | Tax withholding | −15,590 | $19.35 | $301.67K | 1,296,957 |
| Andrew Bednar Chief Executive Officer, Director | Feb 24, 2026 | Option exercise | +474,850 | – | – | 1,312,547 |
| Alexandra Gottschalk Chief Financial Officer | Feb 24, 2026 | Tax withholding | −1,633 | $19.35 | $31.60K | 121,772 |
| Peter A. Weinberg Chairman, Director | Feb 24, 2026 | Tax withholding | −11,844 | $19.35 | $229.18K | 1,954,900 |
| Dietrich Becker President, Director | Feb 24, 2026 | Tax withholding | −16,052 | $19.35 | $310.61K | 410,488 |
| Dietrich Becker President, Director | Feb 18, 2026 | Tax withholding | −48,546 | $20.79 | $1.01M | 426,540 |
| Robert K. Steel Director | Feb 18, 2026 | Tax withholding | −16,824 | $20.79 | $349.77K | 178,037 |
| Alexandra Gottschalk Chief Financial Officer | Feb 18, 2026 | Tax withholding | −3,975 | $20.79 | $82.64K | 123,405 |
| Andrew Bednar Chief Executive Officer, Director | Feb 18, 2026 | Tax withholding | −62,945 | $20.79 | $1.31M | 837,697 |
| Dietrich Becker President, Director | Feb 13, 2026 | Award | +106,617 | – | – | 475,086 |
| Robert K. Steel Director | Feb 13, 2026 | Award | +96,089 | – | – | 194,861 |
| Alexandra Gottschalk Chief Financial Officer | Feb 13, 2026 | Award | +32,243 | – | – | 127,380 |
| Andrew Bednar Chief Executive Officer, Director | Feb 13, 2026 | Award | +224,206 | – | – | 900,642 |
| Robert K. Steel Director | Sep 11, 2025 | Sale | −69,845 | $22.42 | $1.57M | 98,772 |
| Robert K. Steel Director | Sep 10, 2025 | Sale | −51,505 | $21.85 | $1.13M | 168,617 |
| Robert K. Steel Director | Sep 9, 2025 | Sale | −90,532 | $21.76 | $1.97M | 220,122 |
| Robert K. Steel Director | Sep 2, 2025 | Option exercise | +197,000 | – | – | 310,457 |
| Robert K. Steel Director | Sep 2, 2025 | Option exercise | +197 | – | – | 310,654 |
| Weinberg Partners Perella Chief Financial Officer | Sep 2, 2025 | Tax withholding | −1,630 | $22.13 | $36.07K | 95,137 |
| Robert K. Steel Director | Sep 2, 2025 | Tax withholding | −15,315 | $22.13 | $338.92K | 113,457 |
| Weinberg Partners Perella Chief Financial Officer | Aug 31, 2025 | Option exercise | +4,000 | – | – | 96,767 |
| Robert K. Steel Director | Aug 31, 2025 | Option exercise | +30,000 | – | – | 128,772 |
| Roy Edwin Bennett Director | Aug 8, 2025 | Award | +2,281 | – | – | 2,281 |
| Houda Dabboussi Director | Aug 8, 2025 | Award | +2,281 | – | – | 2,281 |
| Dietrich Becker President, Director | Aug 8, 2025 | Sale | −177,553 | $22.20 | $3.94M | 368,469 |
| Robert K. Steel Director | Jun 11, 2025 | Sale | −28,214 | $18.75 | $529.01K | 98,772 |
| Robert K. Steel Director | Jun 2, 2025 | Sale | −60,092 | $17.30 | $1.04M | 126,986 |
| Robert K. Steel Director | May 30, 2025 | Sale | −62,997 | $17.45 | $1.10M | 187,078 |
| Robert K. Steel Director | May 29, 2025 | Sale | −73,107 | $17.73 | $1.30M | 250,075 |
| Kristin W. Mugford Director | May 28, 2025 | Award | +5,652 | – | – | 44,157 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Bednar Andrew Officer, Director | Aug 7, 2026 | 77,753 | $1.35M | Aug 7, 2026 | Performance Stock Units |
| Bednar Andrew Officer, Director | Aug 6, 2026 | 80,045 | $1.37M | Aug 6, 2026 | Performance Stock Units |
| Bednar Andrew Officer, Director | Aug 5, 2026 | 77,899 | $1.35M | Aug 5, 2026 | Performance Stock Units |
| Steel Robert Officer, Director | Jun 12, 2026 | 100,000 | $1.58M | Jun 12, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Gottschalk Alexandra Officer | May 20, 2026 | 14,018 | $244.82K | May 20, 2026 | Exchange of Private Units |
| Gottschalk Alexandra Officer | May 19, 2026 | 43,788 | $769.98K | May 19, 2026 | Exchange of Private Units |
| Gottschalk Alexandra Officer | May 5, 2026 | 51,671 | $1.02M | May 5, 2026 | Restricted stock vesting under a registered plan |
| Steel Robert Officer, Director | Sep 11, 2025 | 60,606 | $1.36M | Sep 11, 2025 | Performance Stock Units |
| Robert K. Steel Gst Trust The Officer, Director | Sep 11, 2025 | 9,239 | $207.12K | Sep 11, 2025 | Exchange of Private Units |
| Robert K. Steel Gst Trust The Officer, Director | Sep 10, 2025 | 6,813 | $148.84K | Sep 10, 2025 | Exchange of Private Units |
| Steel Robert Officer, Director | Sep 10, 2025 | 44,692 | $976.38K | Sep 10, 2025 | Exchange of Private Units |
| Robert K. Steel Gst Trust The Officer, Director | Sep 9, 2025 | 11,976 | $260.62K | Sep 9, 2025 | Exchange of Private Units |
| Steel Robert Officer, Director | Sep 9, 2025 | 78,556 | $1.71M | Sep 9, 2025 | Exchange of Private Units |
| Dietrich Becker Claus Officer, Director | Aug 8, 2025 | 177,553 | $3.59M | Aug 8, 2025 | Restricted stock vesting under a registered plan |
| Steel Robert Officer, Director | Jun 11, 2025 | 28,214 | $528.95K | Jun 11, 2025 | Restricted stock vesting under a registered plan |