Perella Weinberg Partners Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:PWP Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
10 Dec 24	SellUS$819,292	Robert Steel	Individual	32,943	US$24.87
12 Nov 24	SellUS$7,358,174	Andrew Bednar	Individual	300,579	US$24.48
12 Nov 24	SellUS$10,841,923	Dietrich Becker	Individual	442,889	US$24.48

Insider Trading Volume

Insider Buying: PWP insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of PWP?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	28,582	0.0485%
Individual Insiders	1,439,157	2.44%
General Public	6,442,612	10.9%
Institutions	50,961,988	86.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.3%.

Top Shareholders

Top 25 shareholders own 68.35% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.4%	FMR LLC	7,880,287	US$285.8m	-0.05%	0.01%
6.75%	BlackRock, Inc.	3,972,263	US$144.0m	2.62%	no data
4.93%	The Vanguard Group, Inc.	2,903,525	US$105.3m	3.49%	no data
4.1%	Azora Capital LP	2,411,042	US$87.4m	4.8%	2.59%
3.56%	Westwood Management Corp.	2,096,432	US$76.0m	-4.62%	0.37%
2.96%	Schroder Investment Management North America Inc.	1,740,233	US$63.1m	-12.7%	0.13%
2.52%	Wasatch Advisors LP	1,483,429	US$53.8m	13.3%	0.12%
2.44%	Goldman Sachs Asset Management, L.P.	1,439,372	US$52.2m	-6.81%	0.01%
2.34%	State Street Global Advisors, Inc.	1,379,418	US$50.0m	4.55%	no data
2.14%	Geode Capital Management, LLC	1,257,620	US$45.6m	2.8%	no data
2.05%	William Blair Investment Management, LLC	1,206,129	US$43.7m	-2.96%	0.03%
2%	Royce & Associates, LP	1,179,111	US$42.8m	14.3%	0.23%
1.97%	Wellington Management Group LLP	1,157,605	US$42.0m	200%	no data
1.87%	Basswood Capital Management, L.L.C.	1,100,619	US$39.9m	-7.09%	1.29%
1.76%	Adage Capital Management, L.P.	1,037,615	US$37.6m	-21.7%	0.04%
1.68%	Macquarie Investment Management Business Trust	991,204	US$35.9m	0%	0.03%
1.62%	GW&K Investment Management, LLC	953,226	US$34.6m	-4.61%	0.18%
1.53%	Hotchkis and Wiley Capital Management, LLC	899,470	US$32.6m	-26.5%	0.06%
1.49%	Peter Weinberg	877,862	US$31.8m	-6.05%	no data
1.47%	Grandeur Peak Global Advisors, LLC	865,274	US$31.4m	80.8%	0.47%
1.41%	Columbia Management Investment Advisers, LLC	831,429	US$30.2m	411%	no data
1.29%	Eagle Asset Management, Inc.	756,540	US$27.4m	32.1%	0.09%
1.11%	Driehaus Capital Management LLC	651,329	US$23.6m	42,000%	0.09%
1.02%	No Street GP LP	597,615	US$21.7m	-21.9%	0.87%
0.97%	Jacobs Levy Equity Management Inc	570,719	US$20.7m	175%	0.05%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/24 05:17
End of Day Share Price	2024/12/24 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Perella Weinberg Partners is covered by 7 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Richard Ramsden	Goldman Sachs
James Yaro	Goldman Sachs
Devin Ryan	JMP Securities