Security record · archived quarter
PWP
Perella Weinberg Partners · Financial Services · Financial - Capital Markets
75Tracked holders
-5Δ holders
53.70MShares held
$973.66MReported value
+5New positions
−10Exits
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow +9.2% ·
net new positions -6.7%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 71 | +1 | 59.87M | $955.07M | +4 | −5 |
| 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 | n/a | −2 |
| Q4 2024 | 12 | 0 | 5.79M | $138.15M | +1 | −1 |
| Q3 2024 | 11 | +2 | 4.23M | $81.78M | +2 | n/a |
| Q2 2024 | 9 | n/a | 5.44M | $88.31M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 10.04M | +2.5% | $182.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | BlackRock ✦ (passive) | 4.78M | +0.6% | $86.73M | 0.0% | ▲ Add | 4 | SEC ↗ ×11 |
| 3 | Wellington Management ✦ | 3.93M | +4.5% | $71.29M | 0.0% | ▲ Add | 8 | SEC ↗ ×4 |
| 4 | Nuveen, LLC | 2.98M | +4.0% | $54.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Vanguard Capital Management Llc | 2.76M | n/a | $50.15M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Adage Capital Partners ✦ | 2.61M | +1.2% | $47.43M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 7 | Capital World Investors ✦ | 2.60M | New | $47.26M | 0.0% | New | 1 | SEC ↗ |
| 8 | Boston Partners | 1.98M | +43.9% | $36.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 1.97M | +23.2% | $35.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Goldman Sachs Group ✦ | 1.84M | +19.9% | $33.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | State Street Global Advisors ✦ (passive) | 1.77M | -1.3% | $32.23M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 1.61M | +6.7% | $29.31M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 13 | Franklin Resources Inc | 1.35M | +2.3% | $24.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Bank Of America Corp /De/ | 1.32M | +41.6% | $23.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Raymond James Financial Inc | 1.31M | -3.7% | $22.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 16 | Nomura Asset Management… | 1.25M | +36.9% | $22.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Schroder Investment Management Group | 989.79K | n/a | $17.31M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 852.99K | +45.8% | $15.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | Russell Investments Group, Ltd. | 832.36K | +15.3% | $15.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 20 | Rockefeller Capital Management L.P. | 688.30K | -1.1% | $12.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | First Eagle Investment Management… | 615.06K | +5.3% | $11.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Sei Investments Co | 610.59K | +151.2% | $11.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Charles Schwab Investment… | 553.13K | +2.2% | $10.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northern Trust Corp | 535.80K | +7.8% | $9.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 25 | Loomis Sayles & Co L P | 476.59K | -7.5% | $8.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | State Of Wisconsin Investment Board | 445.69K | -24.3% | $8.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 369.59K | -67.5% | $6.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 28 | Marshall Wace ✦ | 316.93K | New | $5.76M | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | Bank of New York Mellon Corp | 237.57K | +1.4% | $4.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 30 | UBS Group AG | 228.29K | -21.6% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | AQR Capital Management ✦ | 154.50K | +260.6% | $2.81M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 32 | Envestnet Asset Management Inc | 147.04K | +0.6% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Swiss National Bank | 131.90K | +4.4% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 92.40K | -31.0% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Susquehanna International Group, Llp | 90.14K | +75.2% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Invesco Ltd. | 87.81K | -31.5% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 37 | California State Teachers… | 86.36K | +39.8% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Barclays Plc | 82.31K | -15.1% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Rhumbline Advisers | 78.64K | +3.3% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 67.02K | -63.0% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Neuberger Berman Group LLC | 59.38K | +1.1% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Deutsche Bank Ag\ | 56.83K | +25.6% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 43 | Bnp Paribas Financial Markets | 56.16K | +299.5% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Alliancebernstein L.P. | 50.09K | 0.0% | $866,557 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Citadel Advisors ✦ | 44.69K | -74.6% | $811,589 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | T. Rowe Price ✦ | 44.57K | +22.8% | $810,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 47 | Creative Planning | 42.58K | +1.6% | $773,253 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Legal & General Group Plc | 41.55K | -22.9% | $754,621 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Janus Henderson Group Plc | 36.49K | +61.5% | $662,549 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 37.45K | -45.0% | $655,087 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 51 | Quantinno Capital Management LP | 32.79K | +35.4% | $595,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 30.67K | +6.3% | $556,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Manufacturers Life Insurance… | 28.08K | -0.8% | $509,860 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Fifth Third Bancorp | 27.62K | +43050.0% | $501,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Zurcher Kantonalbank (Zurich… | 23.23K | +47.2% | $421,766 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | LPL Financial LLC | 21.62K | +14.2% | $392,681 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | New York State Common Retirement… | 21.05K | 0.0% | $382,359 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Mariner, LLC | 18.78K | +15.7% | $341,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Universal- Beteiligungs- und… | 15.14K | 0.0% | $274,942 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Mercer Global Advisors Inc /Adv | 14.46K | New | $262,684 | 0.0% | New | 1 | SEC ↗ |
| 61 | Us Bancorp \De\ | 13.89K | +3.2% | $252,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Captrust Financial Advisors | 13.72K | +23.4% | $249,139 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Amundi | 13.61K | -62.5% | $247,066 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Cwm, Llc | 12.64K | +177.6% | $229,579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | State Board Of Administration Of… | 12.19K | 0.0% | $221,370 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Royal Bank Of Canada | 12.09K | -43.3% | $220,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 67 | Pictet Asset Management Holding SA | 10.80K | 0.0% | $196,201 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Voya Investment Management Llc | 10.75K | -2.0% | $195,147 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Prudential Financial Inc | 10.03K | New | $182,145 | 0.0% | New | 1 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 6.85K | +24.3% | $124,433 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 71 | Citigroup Inc | 5.75K | -46.2% | $104,420 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | Jones Financial Companies Lllp | 4.74K | New | $81,705 | 0.0% | New | 1 | SEC ↗ |
| 73 | Assetmark, Inc | 1.95K | +35.4% | $35,430 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Osaic Holdings, Inc. | 570 | -3.4% | $10,351 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Optiver Holding B.V. | 390 | -21.1% | $7,082 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Capital World Investors | $47.26M | 0.0% |
| Marshall Wace | $5.76M | 0.0% |
| Mercer Global Advisors Inc… | $262,684 | 0.0% |
| Prudential Financial Inc | $182,145 | 0.0% |
| Jones Financial Companies Lllp | $81,705 | 0.0% |
Exited
| Millennium Management | $4.83M | was 0.0% |
| Hotchkis & Wiley Capital… | $2.87M | was 0.0% |
| First Trust Advisors Lp | $2.55M | was 0.0% |
| Jane Street Group, Llc | $1.43M | was 0.0% |
| Federated Hermes, Inc. | $565,710 | was 0.0% |
| D. E. Shaw & Co. | $501,579 | was 0.0% |
| Squarepoint Ops LLC | $476,010 | was 0.0% |
| ProShare Advisors LLC | $196,632 | was 0.0% |
| Man Group plc | $174,194 | was 0.0% |
| Northwestern Mutual Wealth… | $2,509 | 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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Aug 13
SC 13G/A: WELLINGTON MANAGEMENT GROUP LLP
Aug 06
SC 13G/A: FMR LLC
Aug 03
SC 13G: TEACHERS ADVISORS, LLC
Aug 03
SC 13G: TIAA CREF INVESTMENT MANAGEMENT LLC
Aug 03
SC 13G: Nuveen Asset Management, LLC
Jul 31
SC 13G: VANGUARD CAPITAL MANAGEMENT LLC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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