PWP
Perella Weinberg Partners · Financial Services · Financial - Capital Markets
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +13.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 72 | 0 | 60.77M | $969.45M | +4 | −4 |
| Q1 2026 | 75 | -5 | 53.70M | $973.66M | +5 | −10 |
| Q4 2025 | 79 | 0 | 49.15M | $850.46M | +1 | −1 |
| Q3 2025 | 15 | -1 | 29.93M | $638.02M | +2 | −3 |
| Q2 2025 | 13 | 0 | 27.71M | $538.07M | +2 | −2 |
| Q1 2025 | 10 | -2 | 8.44M | $155.27M | — | −2 |
| Q4 2024 | 12 | 0 | 5.79M | $138.15M | +1 | −1 |
| Q3 2024 | 11 | +2 | 4.23M | $81.78M | +2 | — |
| Q2 2024 | 9 | — | 5.44M | $88.31M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 9.90M | -1.5% | $157.96M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 9.90M | -1.5% | $157.96M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 9.90M | -1.5% | $157.96M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 9.90M | -1.5% | $157.96M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 5.47M | +14.4% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 5.47M | +14.4% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 5.47M | +14.4% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 5.47M | +14.4% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 5.47M | +14.4% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 5.47M | +14.4% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 5.47M | +14.4% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 5.47M | +14.4% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 5.47M | +14.4% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 5.47M | +14.4% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.47M | +14.4% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Wellington Management ✦ | 5.19M | +32.2% | $82.82M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 17 | Wellington Management ✦ | 5.19M | +32.2% | $82.82M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 18 | Wellington Management ✦ | 5.19M | +32.2% | $82.82M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 19 | Wellington Management ✦ | 5.19M | +32.2% | $82.82M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 20 | Nuveen, LLC | 3.60M | +21.0% | $57.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Nuveen, LLC | 3.60M | +21.0% | $57.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Nuveen, LLC | 3.60M | +21.0% | $57.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Adage Capital Partners ✦ | 3.31M | +26.8% | $52.85M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 24 | Vanguard Capital Management Llc | 3.03M | +9.8% | $48.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Capital World Investors ✦ | 2.68M | +2.8% | $42.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Nomura Asset Management… | 2.55M | +104.1% | $40.69M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Boston Partners | 2.54M | +28.2% | $40.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Boston Partners | 2.54M | +28.2% | $40.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 2.27M | +15.3% | $36.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 2.27M | +15.3% | $36.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 2.27M | +15.3% | $36.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (passive) | 2.04M | +14.9% | $32.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | Geode Capital Management ✦ (passive) | 1.83M | +13.2% | $29.15M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 34 | Geode Capital Management ✦ (passive) | 1.83M | +13.2% | $29.15M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 1.77M | -4.1% | $28.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 1.77M | -4.1% | $28.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 1.77M | -4.1% | $28.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 1.77M | -4.1% | $28.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 1.52M | +15.1% | $24.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 1.52M | +15.1% | $24.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Bank Of America Corp /De/ | 1.52M | +15.1% | $24.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Raymond James Financial Inc | 1.30M | -0.6% | $20.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Raymond James Financial Inc | 1.30M | -0.6% | $20.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Raymond James Financial Inc | 1.30M | -0.6% | $20.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Raymond James Financial Inc | 1.30M | -0.6% | $20.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Schroder Investment Management Group | 1.13M | +14.0% | $17.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Dimensional Fund Advisors Lp | 981.18K | +15.0% | $15.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Dimensional Fund Advisors Lp | 981.18K | +15.0% | $15.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Dimensional Fund Advisors Lp | 981.18K | +15.0% | $15.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Dimensional Fund Advisors Lp | 981.18K | +15.0% | $15.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | First Eagle Investment Management… | 901.19K | +46.5% | $14.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | First Eagle Investment Management… | 901.19K | +46.5% | $14.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 830.39K | -0.2% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 830.39K | -0.2% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 830.39K | -0.2% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 830.39K | -0.2% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 830.39K | -0.2% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 830.39K | -0.2% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 830.39K | -0.2% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 830.39K | -0.2% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 830.39K | -0.2% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 830.39K | -0.2% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Point72 Asset Management ✦ | 724.16K | New | $11.56M | 0.0% | New | 1 | SEC ↗ |
| 64 | Rockefeller Capital Management L.P. | 664.75K | -3.4% | $10.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Rockefeller Capital Management L.P. | 664.75K | -3.4% | $10.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Rockefeller Capital Management L.P. | 664.75K | -3.4% | $10.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Rockefeller Capital Management L.P. | 664.75K | -3.4% | $10.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Balyasny Asset Management L.P. | 654.99K | New | $10.45M | 0.0% | New | 1 | SEC ↗ |
| 69 | Marshall Wace ✦ | 644.23K | +103.3% | $10.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Marshall Wace ✦ | 644.23K | +103.3% | $10.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Marshall Wace ✦ | 644.23K | +103.3% | $10.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Northern Trust Corp | 599.35K | +11.9% | $9.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Northern Trust Corp | 599.35K | +11.9% | $9.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Northern Trust Corp | 599.35K | +11.9% | $9.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Northern Trust Corp | 599.35K | +11.9% | $9.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Charles Schwab Investment… | 592.56K | +7.1% | $9.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Sei Investments Co | 481.23K | -21.2% | $7.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Sei Investments Co | 481.23K | -21.2% | $7.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Loomis Sayles & Co L P | 474.83K | -0.4% | $7.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Loomis Sayles & Co L P | 474.83K | -0.4% | $7.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | State Of Wisconsin Investment Board | 405.04K | -9.1% | $6.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Morgan Stanley ✦ | 319.42K | -13.6% | $5.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 83 | Morgan Stanley ✦ | 319.42K | -13.6% | $5.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 84 | Morgan Stanley ✦ | 319.42K | -13.6% | $5.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 85 | Morgan Stanley ✦ | 319.42K | -13.6% | $5.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 86 | Morgan Stanley ✦ | 319.42K | -13.6% | $5.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 87 | Morgan Stanley ✦ | 319.42K | -13.6% | $5.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 319.42K | -13.6% | $5.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 269.45K | +13.4% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 269.45K | +13.4% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 269.45K | +13.4% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 269.45K | +13.4% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | UBS Group AG | 197.29K | -13.6% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | UBS Group AG | 197.29K | -13.6% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | UBS Group AG | 197.29K | -13.6% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | First Trust Advisors Lp | 154.94K | New | $2.47M | 0.0% | New | 1 | SEC ↗ |
| 97 | Envestnet Asset Management Inc | 148.01K | +0.7% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Swiss National Bank | 134.50K | +2.0% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Wells Fargo & Company/Mn | 115.78K | +25.3% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Wells Fargo & Company/Mn | 115.78K | +25.3% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $11.56M | 0.0% |
| Balyasny Asset Management L.P. | $10.45M | 0.0% |
| First Trust Advisors Lp | $2.47M | 0.0% |
Exited
| Mariner, LLC | $341,000 | was 0.0% |
| Universal- Beteiligungs- und… | $274,942 | was 0.0% |
| Mercer Global Advisors Inc… | $262,684 | was 0.0% |
| Amundi | $247,066 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 162 holders, 74.42M shares, $1.33B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.