140 tracked 13F filers disclose a position in PWP as of the latest SEC 13F filings, a combined $1.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $182.4M | 10.0M | ▲+2.5% Added · +245K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $86.7M | 4.8M | ▲+0.6% Added · +29K sh | Q1 2026 | |
| 3 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $74.0M | 4.1M | ▲+3.3% Added · +130K sh | Q1 2026 | |
| 4 | Nuveen, LLC | $54.0M | 3.0M | ▲+4.0% Added · +114K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $50.1M | 2.8M | →First observed position No prior filed position | Q1 2026 | |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $47.4M | 2.6M | ▲+1.2% Added · +31K sh | Q1 2026 | |
| 7 | Boston Partners | $36.0M | 2.0M | ▲+44% Added · +605K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $35.7M | 2.0M | ▲+23% Added · +371K sh | Q1 2026 | |
| 9 | WESTWOOD HOLDINGS GROUP INC | $35.6M | 2.0M | ▼−3.3% Reduced · −67K sh | Q1 2026 | |
| 10 | FRONTIER CAPITAL MANAGEMENT CO LLC | $33.9M | 1.9M | ▲+53% Added · +647K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $33.4M | 1.8M | ▲+20% Added · +306K sh | Q1 2026 | |
| 12 | STATE STREET CORP | $32.2M | 1.8M | ▼−1.3% Reduced · −24K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $29.3M | 1.6M | ▲+6.7% Added · +102K sh | Q1 2026 | |
| 14 | FRANKLIN RESOURCES INC | $24.4M | 1.3M | ▲+2.3% Added · +30K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $23.9M | 1.3M | ▲+42% Added · +386K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $22.9M | 1.3M | ▼−3.7% Reduced · −51K sh | Q1 2026 | |
| 17 | Aristotle Capital Boston, LLC | $22.4M | 1.2M | ▲+153% Added · +746K sh | Q1 2026 | |
| 18 | SCHRODER INVESTMENT MANAGEMENT GROUP | $17.3M | 990K | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 19 | Walleye Capital LLC | $15.3M | 961K | ▼−29% Reduced · −386K sh | Q2 2026 | |
| 20 | First Eagle Investment Management, LLC | $14.4M | 901K | ▲+47% Added · +286K sh | Q2 2026 | |
| 21 | DIMENSIONAL FUND ADVISORS LP | $15.5M | 853K | ▲+46% Added · +268K sh | Q1 2026 | |
| 22 | Russell Investments Group, Ltd. | $15.1M | 832K | ▲+15% Added · +110K sh | Q1 2026 | |
| 23 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $14.3M | 789K | ▼−27% Reduced · −296K sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | $12.5M | 688K | ▼−1.1% Reduced · −7K sh | Q1 2026 | |
| 25 | SEI INVESTMENTS CO | $11.1M | 611K | ▲+151% Added · +368K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in PWP and 21 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 62 funds | $179.8B |
| META PLATFORMS INC-CLASS AMETA | 62 funds | $81.5B |
| JPMORGAN CHASE & COJPM | 62 funds | $41.0B |
| NVIDIA CORPNVDA | 60 funds | $268.0B |
| APPLE INCAAPL | 60 funds | $194.3B |
| AMAZON.COM INCAMZN | 60 funds | $130.4B |
| BROADCOM INCAVGO | 60 funds | $104.4B |
| ALPHABET INC-CL CGOOG | 60 funds | $87.9B |
| ELI LILLY & COLLY | 60 funds | $52.6B |
| ORACLE CORPORCL | 60 funds | $18.8B |
| TESLA INCTSLA | 59 funds | $49.1B |
| NETFLIX INCNFLX | 59 funds | $33.6B |
Ranked by how many of PWP's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 12, 2026 | STEEL ROBERT K | Director | Sell (S) | 100K | $1.6M |
| May 20, 2026 | Gottschalk Alexandra | Chief Financial Officer | Sell (S) | 14K | $245K |
| May 19, 2026 | Gottschalk Alexandra | Chief Financial Officer | Sell (S) | 44K | $770K |
| May 5, 2026 | Gottschalk Alexandra | Chief Financial Officer | Sell (S) | 52K | $1.0M |
| Sep 11, 2025 | STEEL ROBERT K | Director | Sell (S) | 70K | $1.6M |
| Sep 10, 2025 | STEEL ROBERT K | Director | Sell (S) | 52K | $1.1M |
| Sep 9, 2025 | STEEL ROBERT K | Director | Sell (S) | 91K | $2.0M |
| Aug 8, 2025 | Becker Dietrich | President, Director | Sell (S) | 178K | $3.9M |
| Jun 11, 2025 | STEEL ROBERT K | Director | Sell (S) | 28K | $529K |
| Jun 2, 2025 | STEEL ROBERT K | Director | Sell (S) | 60K | $1.0M |
| May 30, 2025 | STEEL ROBERT K | Director | Sell (S) | 63K | $1.1M |
| May 29, 2025 | STEEL ROBERT K | Director | Sell (S) | 73K | $1.3M |
Connected entities for PWP
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PWP/capital-change-brief"
Use Arkolith's capital_change_brief for PWP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PWP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.