PERELLA WEINBERG PARTNERS CLASS A COM

PERELLA WEINBERG PARTNERS CLASS A COM is a security (CUSIP 71367G102) tracked across SEC portfolio filings. 156 institutional managers reported $1.2B on Form 13F as of 2026-06-30; 21 registered fund positions totaling $91.6M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 156 managers by value.

ManagerLocationValueShares
FMR LLCBOSTON, MA$182.4M10,044,082
BlackRock, Inc.New York, NY$86.7M4,775,776
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCHICAGO, IL$74.0M4,076,313
WELLINGTON MANAGEMENT GROUP LLPBOSTON, MA$71.3M3,925,854
VANGUARD GROUP INCValley Forge, PA$64.4M3,722,756
Nuveen, LLCCHARLOTTE, NC$54.0M2,975,457
ADAGE CAPITAL PARTNERS GP, L.L.C.Boston, MA$47.4M2,611,858
Capital World InvestorsLOS ANGELES, CA$47.3M2,602,595
Boston PartnersBOSTON, MA$40.6M2,543,113
WESTWOOD HOLDINGS GROUP INCDALLAS, TX$35.6M1,958,252
FRONTIER CAPITAL MANAGEMENT CO LLCBoston, MA$33.9M1,867,595
GOLDMAN SACHS GROUP INCNEW YORK, NY$33.4M1,841,280
STATE STREET CORPBOSTON, MA$32.2M1,774,568
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$29.3M1,613,673
FRANKLIN RESOURCES INCSan Mateo, CA$24.4M1,345,374

Top fund holders (N-PORT)

Showing 15 of 21 fund positions by value.

FundRegistrantValue% of fund
SMALLCAP World Fund IncSMALLCAP World Fund Inc$47.3M5.83%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$13.5M1.65%
Emerald Growth FundFINANCIAL INVESTORS TRUST$8.3M59.01%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$5.8M3.29%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$3.5M4.74%
Ancora/Thelen Small-Mid Cap FundANCORA TRUST$3.1M144.00%
ROYCE MICRO-CAP TRUST, INC.ROYCE MICRO-CAP TRUST, INC.$2.6M37.12%
Columbia Variable Portfolio - Small Company Growth FundCOLUMBIA FUNDS VARIABLE INSURANCE TRUST$2.0M94.53%
Master Small Cap Index SeriesQuantitative Master Series LLC$1.9M3.89%
Nuveen Small/Mid Cap Value FundNuveen Investment Trust$1.4M129.58%
Dunham Small Cap Growth FundDunham Funds$939K109.08%
Russell Investments U.S. Small Cap Equity ETFRussell Investments Exchange Traded Funds$920K186.33%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$659K0.11%
GRANDEUR PEAK GLOBAL REACH FUNDGrandeur Peak Global Trust$604K72.04%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$577K0.19%

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