Among active 13F managers last quarter, 9 opened and 21 added, while 17 reduced; the largest holder to move was William Blair Investment Management, LLC (+7.7%). Over the last 180 days, 3 insiders sold and none bought, a net -$7.7M in open-market trades.
The legs disagree, or only one of them leans.
146 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 9.9M | $158.0M | ▼−1.5% Reduced · −147K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 5.5M | $87.2M | ▲+14% Added · +690K sh | Q2 2026 | |
| 3 | William Blair Investment Management, LLC | 4.4M | $70.1M | ▲+7.7% Added · +314K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 3.0M | $48.4M | ▲+9.8% Added · +271K sh | Q2 2026 | |
| 5 | Nuveen, LLC | 3.0M | $54.0M | ▲+4.0% Added · +114K sh | Q1 2026 | |
| 6 | Adage Capital Partners GP, L.L.C. | 2.6M | $47.4M | ▲+1.2% Added · +31K sh | Q1 2026 | |
| 7 | State Street Corp | 2.0M | $32.5M | ▲+15% Added · +264K sh | Q2 2026 | |
| 8 | Boston Partners | 2.0M | $36.0M | ▲+44% Added · +605K sh | Q1 2026 | |
| 9 | Ameriprise Financial Inc | 2.0M | $35.7M | ▲+23% Added · +371K sh | Q1 2026 | |
| 10 | Westwood Holdings Group Inc | 1.9M | $29.7M | ▼−5.0% Reduced · −98K sh | Q2 2026 | |
| 11 | Goldman Sachs Group Inc | 1.8M | $33.4M | ▲+20% Added · +306K sh | Q1 2026 | |
| 12 | Geode Capital Management, LLC | 1.8M | $29.1M | ▲+13% Added · +212K sh | Q2 2026 | |
| 13 | Frontier Capital Management Co LLC | 1.6M | $25.9M | ▼−13% Reduced · −243K sh | Q2 2026 | |
| 14 | Franklin Templeton Inc | 1.3M | $24.4M | ▲+2.3% Added · +30K sh | Q1 2026 | |
| 15 | Bank Of America Corp | 1.3M | $23.9M | ▲+42% Added · +386K sh | Q1 2026 | |
| 16 | Raymond James Financial Inc | 1.3M | $22.9M | ▼−3.7% Reduced · −51K sh | Q1 2026 | |
| 17 | Aristotle Capital Boston, LLC | 1.2M | $18.4M | ▼−6.6% Reduced · −81K sh | Q2 2026 | |
| 18 | Schroder Investment Management Group | 990K | $17.3M | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 19 | Walleye Capital LLC | 961K | $15.3M | ▼−29% Reduced · −386K sh | Q2 2026 | |
| 20 | First Eagle Investment Management, LLC | 901K | $14.4M | ▲+47% Added · +286K sh | Q2 2026 | |
| 21 | Dimensional Fund Advisors LP | 853K | $15.5M | ▲+46% Added · +268K sh | Q1 2026 | |
| 22 | Russell Investments Group, Ltd. | 832K | $15.1M | ▲+15% Added · +110K sh | Q1 2026 | |
| 23 | Basswood Capital Management, L.L.C. | 789K | $14.3M | ▼−27% Reduced · −296K sh | Q1 2026 | |
| 24 | Point72 Asset Management, L.P. | 724K | $11.6M | ▲New +724K sh | Q2 2026 | |
| 25 | Rockefeller Capital Management L.P. | 688K | $12.5M | ▼−1.1% Reduced · −7K 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, 9 funds opened a new position in PWP and 21 added to an existing one, while 17 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 68 funds | $167.5B |
| Nvidia CorpNVDA | 67 funds | $274.6B |
| Amazon.com IncAMZN | 67 funds | $132.3B |
| JPMorgan Chase & CoJPM | 67 funds | $41.9B |
| Apple IncAAPL | 66 funds | $189.1B |
| Eli Lilly & CoLLY | 66 funds | $57.5B |
| Alphabet Inc-CL CGOOG | 65 funds | $89.0B |
| Visa Inc-Class A SharesV | 65 funds | $42.7B |
| Oracle CorpORCL | 65 funds | $19.7B |
| Meta Platforms Inc-Class AMETA | 64 funds | $78.9B |
| Alphabet Inc-CL AGOOGL | 63 funds | $116.8B |
| Broadcom IncAVGO | 63 funds | $109.9B |
Ranked by how many of PWP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PWP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 7, 2026 | Bednar Andrew | Chairman and CEO, Director | Sell (S) | 78K | $1.4M |
| Aug 6, 2026 | Bednar Andrew | Chairman and CEO, Director | Sell (S) | 80K | $1.4M |
| Aug 5, 2026 | Bednar Andrew | Chairman and CEO, Director | Sell (S) | 78K | $1.4M |
| 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 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 53 | 28 | – |
Insiders Form 4 open-market | 0 | 3 | -$7.7M |
US House STOCK Act trades | 1 | 0 | +$8K |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
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.