L3VLUP
ProSign in

PWP · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PWPV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PWP
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterPWPV
Q3 2020none listed holders, n.a.55 holders, $62.2bn
Q4 2020none listed holders, n.a.52 holders, $67.1bn
Q1 2021none listed holders, n.a.58 holders, $64.5bn
Q2 20212 holders, $18m52 holders, $69.3bn
Q3 20211 holders, $7.2m56 holders, $63.6bn
Q4 20211 holders, $7.0m47 holders, $58.0bn
Q1 2022none listed holders, n.a.59 holders, $61.8bn
Q2 20222 holders, $8.2m57 holders, $55.2bn
Q3 20221 holders, $7.8m57 holders, $50.7bn
Q4 20221 holders, $14m54 holders, $59.4bn
Q1 20231 holders, $12m55 holders, $64.0bn
Q2 20231 holders, $6.7m54 holders, $65.2bn
Q3 20231 holders, $1.9m55 holders, $61.5bn
Q4 20231 holders, $3.1m48 holders, $68.6bn
Q1 20241 holders, $4.0m50 holders, $73.1bn
Q2 20241 holders, $6.9m45 holders, $69.5bn
Q3 20241 holders, $10m47 holders, $70.5bn
Q4 20243 holders, $25m48 holders, $77.6bn
Q1 20252 holders, $21m43 holders, $83.5bn
Q2 20252 holders, $35m45 holders, $83.4bn
Q3 20252 holders, $41m48 holders, $82.8bn
Q4 20252 holders, $35m49 holders, $86.0bn
Q1 20263 holders, $83m49 holders, $73.3bn
Q2 20265 holders, $75m52 holders, $81.9bn
PWP

Perella Weinberg Partners

Holders
2
Reported value
$21m
Buyers
1
Sellers
1

Breadth 0 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
43
Reported value
$83.5bn
Buyers
19
Sellers
23

Breadth -4 among 95 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2025

Among the 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PWP (1)

First Eagle Investment Management LLC

Only V (42)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, and 17 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →