Security record
PWP
Perella Weinberg Partners · Financial Services · Financial - Capital Markets
71Tracked holders
+1Δ holders
59.87MShares held
$955.07MReported value
+4New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +1.4% ·
share flow +13.1% ·
net new positions -1.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | — | −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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 9.90M | -1.5% | $157.96M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 2 | BlackRock ✦ (passive) | 5.47M | +14.4% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ ×11 |
| 3 | Wellington Management ✦ | 5.19M | +32.2% | $82.82M | 0.0% | ▲ Add | 9 | SEC ↗ ×4 |
| 4 | Nuveen, LLC | 3.60M | +21.0% | $57.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Adage Capital Partners ✦ | 3.31M | +26.8% | $52.85M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 6 | Vanguard Capital Management Llc | 3.03M | +9.8% | $48.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Capital World Investors ✦ | 2.68M | +2.8% | $42.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Nomura Asset Management… | 2.55M | +104.1% | $40.69M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Boston Partners | 2.54M | +28.2% | $40.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 2.27M | +15.3% | $36.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | State Street Global Advisors ✦ (passive) | 2.04M | +14.9% | $32.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 1.83M | +13.2% | $29.15M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 1.77M | -4.1% | $28.18M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 14 | Bank Of America Corp /De/ | 1.52M | +15.1% | $24.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Raymond James Financial Inc | 1.30M | -0.6% | $20.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 16 | Schroder Investment Management Group | 1.13M | +14.0% | $17.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 981.18K | +15.0% | $15.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 18 | Russell Investments Group, Ltd. | 830.39K | -0.2% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 19 | Point72 Asset Management ✦ | 724.16K | New | $11.56M | 0.0% | New | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 664.75K | -3.4% | $10.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 21 | Balyasny Asset Management L.P. | 654.99K | New | $10.45M | 0.0% | New | 1 | SEC ↗ |
| 22 | Marshall Wace ✦ | 644.23K | +103.3% | $10.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Northern Trust Corp | 599.35K | +11.9% | $9.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | Charles Schwab Investment… | 592.56K | +7.1% | $9.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Sei Investments Co | 481.23K | -21.2% | $7.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Loomis Sayles & Co L P | 474.83K | -0.4% | $7.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | State Of Wisconsin Investment Board | 405.04K | -9.1% | $6.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 319.42K | -13.6% | $5.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 29 | Bank of New York Mellon Corp | 269.45K | +13.4% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 30 | UBS Group AG | 197.29K | -13.6% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 31 | First Trust Advisors Lp | 154.94K | New | $2.47M | 0.0% | New | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 148.01K | +0.7% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Swiss National Bank | 134.50K | +2.0% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 115.78K | +25.3% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | JPMorgan Chase ✦ | 118.86K | +217.3% | $1.83M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 36 | Alliancebernstein L.P. | 82.19K | +64.1% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Invesco Ltd. | 92.20K | +5.0% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 38 | Rhumbline Advisers | 88.68K | +12.8% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Barclays Plc | 87.17K | +5.9% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Citigroup Inc | 79.85K | +1288.7% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | Deutsche Bank Ag\ | 74.73K | +31.5% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Citadel Advisors ✦ | 67.14K | +50.2% | $1.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 65.29K | -2.6% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 44 | Legal & General Group Plc | 64.20K | +54.5% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | T. Rowe Price ✦ | 57.72K | +29.5% | $922,000 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 46 | Neuberger Berman Group LLC | 57.03K | -3.9% | $910,263 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 47 | Fifth Third Bancorp | 43.71K | +58.3% | $697,612 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 42.04K | +28.2% | $671,027 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 34.30K | -77.8% | $547,348 | 0.0% | ▼ Trim | 8 | SEC ↗ ×4 |
| 50 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 32.35K | +5.5% | $516,322 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Manufacturers Life Insurance… | 29.41K | +4.8% | $469,368 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | New York State Common Retirement… | 24.66K | +17.1% | $393,494 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Zurcher Kantonalbank (Zurich… | 23.23K | 0.0% | $370,671 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Creative Planning | 23.22K | -45.5% | $370,607 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 55 | Us Bancorp \De\ | 17.93K | +29.1% | $286,243 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | LPL Financial LLC | 16.49K | -23.7% | $263,171 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Franklin Resources Inc | 14.72K | -98.9% | $234,883 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Voya Investment Management Llc | 13.79K | +28.3% | $220,056 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 13.28K | -76.4% | $211,885 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Royal Bank Of Canada | 13.14K | +8.7% | $210,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 61 | Millennium Management ✦ | 13.16K | New | $209,986 | 0.0% | New | 1 | SEC ↗ |
| 62 | Captrust Financial Advisors | 12.28K | -10.5% | $196,037 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | State Board Of Administration Of… | 12.19K | 0.0% | $194,552 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Prudential Financial Inc | 11.38K | +13.5% | $181,625 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Susquehanna International Group, Llp | 11.31K | -87.5% | $180,587 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Pictet Asset Management Holding SA | 10.80K | 0.0% | $172,432 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 10.11K | +47.5% | $161,307 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 68 | Jones Financial Companies Lllp | 7.18K | +51.4% | $118,851 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Assetmark, Inc | 2.50K | +27.9% | $39,836 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Osaic Holdings, Inc. | 545 | -4.4% | $8,697 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 71 | Optiver Holding B.V. | 238 | -39.0% | $3,798 | 0.0% | ▼ Trim | 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% |
| Millennium Management | $209,986 | 0.0% |
Exited
| First Eagle Investment… | $11.17M | was 0.0% |
| 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.
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: Q2 2026 ·
Methodology ·
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