Wellington reports 7.31% stake in Perella Weinberg
Perella Weinberg Partners has a large shareholder group led by Wellington Management Group LLP and related entities, which report beneficial ownership of 5,189,199 shares of common stock, representing 7.31% of the class as of June 30, 2026.
Perella Weinberg Partners has a large shareholder group led by Wellington Management Group LLP and related entities, which report beneficial ownership of 5,189,199 shares of common stock, representing 7.31% of the class as of June 30, 2026.
The Wellington entities report no sole voting or dispositive power, but shared voting power over 2,798,929 shares and shared dispositive power over up to 5,189,199 shares. The shares are owned of record by clients of various Wellington investment advisers, which retain the economic rights, and no single client is said to hold more than five percent of the class.
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Key Figures
Beneficial Ownership:5,189,199 sharesPercent of Class:7.31 %Shared Voting Power:2,798,929 shares+3 more
6 metrics
Beneficial Ownership5,189,199 sharesCommon stock beneficially owned by Wellington entities
Percent of Class7.31 %Portion of Perella Weinberg Partners common stock class
Shared Voting Power2,798,929 sharesShares over which Wellington entities share voting power
Shared Dispositive Power5,189,199 sharesShares over which Wellington entities share dispositive power
Filing Date08/14/2026Date signed by Compliance Manager Matthew Revell
Reporting Date06/30/2026Date as of which ownership information is reported
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting powerfinancial
"6 | Shared Voting Power 2,798,929.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive powerfinancial
"8 | Shared Dispositive Power 5,189,199.00"
parent holding companyfinancial
"filed by Wellington Management Group LLP, as parent holding company"
investment advisersfinancial
"clients of one or more investment advisers identified in Item 7"
Schedule 13Gregulatory
"The securities as to which this Schedule is filed"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
FAQ
What percentage of Perella Weinberg Partners (PWP) does Wellington report owning?
Wellington-related entities report beneficial ownership of 7.31% of Perella Weinberg Partners common stock. This stake reflects 5,189,199 shares held for clients of Wellington investment advisers as of June 30, 2026.
How many PWP shares does Wellington beneficially own according to this Schedule 13G/A?
The filing reports that Wellington entities beneficially own 5,189,199 PWP common shares. These shares are held in client accounts managed by Wellington investment advisers, which collectively represent 7.31% of the outstanding class.
Does Wellington have sole or shared voting power over its PWP shares?
Wellington entities report 0 shares with sole voting power and 2,798,929 shares with shared voting power. Voting authority over these Perella Weinberg Partners shares is shared among the reporting entities consistent with their advisory roles.
What dispositive power does Wellington report over Perella Weinberg Partners (PWP) shares?
The filing shows 0 shares with sole dispositive power and up to 5,189,199 shares with shared dispositive power. This means Wellington entities can jointly direct the disposition of these PWP shares held in client accounts.
Who actually owns the PWP shares reported by Wellington in this Schedule 13G/A?
The securities are owned of record by clients of one or more Wellington investment advisers. Wellington Management Group LLP and its subsidiaries report beneficial ownership, but no single client is disclosed as holding over 5% of the class.
Which Wellington entities are reporting beneficial ownership of PWP stock?
The Schedule 13G/A lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP as reporting persons with beneficial ownership of Perella Weinberg Partners shares.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 3)
Perella Weinberg Partners
(Name of Issuer)
Common Stock
(Title of Class of Securities)
71367G102
(CUSIP Number)
06/30/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
71367G102
1
Names of Reporting Persons
Wellington Management Group LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
MASSACHUSETTS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,798,929.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
5,189,199.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
5,189,199.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
7.3 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
71367G102
1
Names of Reporting Persons
Wellington Group Holdings LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,798,929.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
5,189,199.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
5,189,199.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
7.3 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
71367G102
1
Names of Reporting Persons
Wellington Investment Advisors Holdings LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,798,929.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
5,189,199.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
5,189,199.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
7.3 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
71367G102
1
Names of Reporting Persons
Wellington Management Company LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,798,929.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
4,453,468.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
5,189,199.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.3 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Perella Weinberg Partners
(b)
Address of issuer's principal executive offices:
767 5th Avenue, New York NY 10153
Item 2.
(a)
Name of person filing:
Wellington Management Group LLP
Wellington Group Holdings LLP
Wellington Investment Advisors Holdings LLP
Wellington Management Company LLP
(b)
Address or principal business office or, if none, residence:
c/o Wellington Management Company LLP, 280 Congress Street, Boston MA 02210
(c)
Citizenship:
Wellington Management Group LLP - Massachusetts
Wellington Group Holdings LLP - Delaware
Wellington Investment Advisors Holdings LLP - Delaware
Wellington Management Company LLP - Delaware
(d)
Title of class of securities:
Common Stock
(e)
CUSIP No.:
71367G102
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
See the responses to Item 9 on the attached cover pages.
(b)
Percent of class:
7.31 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
See the responses to Item 6 on the attached cover pages.
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
See the responses to Item 8 on the attached cover pages.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers identified in Item 7 directly or indirectly owned by Wellington Management Group LLP. Those clients have the right to receive, or the power to direct the receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have such right or power with respect to more than five percent of this class of securities, except as follows:
Not Applicable.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
Pursuant to the instructions in Item 7 of Schedule 13G, the following lists the identity and Item 3 classification of each relevant entity that beneficially owns shares of the security class being reported on this Schedule 13G.
Wellington Group Holdings LLP - HC
Wellington Investment Advisors LLP - HC
Wellington Management Global Holdings, Ltd. - HC
One or more of the following investment advisers (the "Wellington Investment Advisers"):
Wellington Management Company LLP - IA
Wellington Management Canada LLC - IA
Wellington Management Singapore Pte Ltd - IA
Wellington Management Hong Kong Ltd - IA
Wellington Management International Ltd - IA
Wellington Management Japan Pte Ltd - IA
Wellington Management Australia Pty Ltd - IA
The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company of certain holding companies and the Wellington Investment Advisers, are owned of record by clients of the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP controls directly, or indirectly through Wellington Management Global Holdings, Ltd., the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP is owned by Wellington Group Holdings LLP. Wellington Group Holdings LLP is owned by Wellington Management Group LLP.
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
