佩雷拉溫伯格合夥人
US ˙ NasdaqGS ˙ US71367G1022

SecurityPWP / Perella Weinberg Partners
InstitutionMorgan Stanley
Latest Disclosed Ownership369,589 shares
Latest Disclosed Value $ 6,711,750
Morgan Stanley reports 67.50% decrease in ownership of PWP / Perella Weinberg Partners

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 369,589 shares of Perella Weinberg Partners (US:PWP) valued at $6,711,736 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,137,265 shares of Perella Weinberg Partners. This represents a change in shares of -67.50% during the quarter. The current value of the position is $5,736,021 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 369,589 -767,676 -67.50 6,712 -65.89 0.0004
2026-05-27 2025-12-31 13F/A-1 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 1,137,265 668,799 142.76 19,675 97.00 0.0012
2026-02-13 2025-12-31 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 1,137,265 668,799 19,675 0.0012
2026-05-27 2025-09-30 13F/A-1 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 468,466 -149,983 -24.25 9,988 -16.84 0.0006
2025-11-14 2025-09-30 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 468,466 -149,983 9,988 0.0006
2025-08-15 2025-06-30 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 618,449 82,136 15.31 12,010 21.71 0.0008
2025-05-15 2025-03-31 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 536,313 146,794 37.69 9,868 6.27 0.0007
2025-05-15 2024-12-31 13F/A-1 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 389,519 45,303 13.16 9,286 39.72 0.0007
2025-02-14 2024-12-31 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 389,519 45,303 9,286 0.0007
2025-05-14 2024-09-30 13F/A-2 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 344,216 149,159 76.47 6,647 109.72 0.0005
2025-02-14 2024-09-30 13F/A-1 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 344,216 149,159 6,647 0.0005
2024-11-14 2024-09-30 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 344,216 149,159 6,647 0.0001
2025-05-14 2024-06-30 13F/A-2 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 195,057 -45,447 -18.90 3,170 -6.74 0.0002
2024-10-17 2024-06-30 13F/A-1 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 195,057 -45,447 3,170 0.0002
2024-08-14 2024-06-30 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 195,057 -45,447 3,170 0.0002
2024-10-17 2024-03-31 13F/A-2 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 240,504 11,184 4.88 3,398 21.18 0.0003
2024-08-16 2024-03-31 13F/A-1 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 240,504 11,184 3,398 0.0000
2024-05-15 2024-03-31 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 240,504 11,184 3,398 0.0003
2024-08-16 2023-12-31 13F/A-1 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 229,320 91,401 66.27 2,805 99.72 0.0002
2024-02-13 2023-12-31 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 229,320 91,401 2,805 0.0002
2023-11-15 2023-09-30 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 137,919 2,736 2.02 1,404 24.69 0.0001
2023-08-14 2023-06-30 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 135,183 11,270 9.10 1,126 -0.09 0.0001
2023-05-15 2023-03-31 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 123,913 17,218 16.14 1,128 7.85 0.0001
2023-02-14 2022-12-31 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 106,695 1,285 1.22 1,046 56.91 0.0001
2022-11-14 2022-09-30 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 105,410 10,626 11.21 666 20.43 0.0001
2022-10-27 2022-06-30 13F/A-1 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 94,784 -1,926,556 -95.31 553 -97.10 0.0001
2022-08-15 2022-06-30 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 94,784 -1,926,556 553 0.0000
2022-10-27 2022-03-31 13F/A-1 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 2,021,340 712,914 54.49 19,101 13.52 0.0026
2022-05-13 2022-03-31 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 2,021,340 712,914 19,101 0.0026
2022-02-14 2021-12-31 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 1,308,426 112,308 9.39 16,826 6.17 0.0021
2021-11-15 2021-09-30 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 1,196,118 1,083,063 958.00 15,848 989.96 0.0021
2021-08-23 2021-06-30 13F/A-1 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 113,055 113,055 1,454 0.0002
2021-08-16 2021-06-30 13F PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 113,055 1,454
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.