Westwood Holdings Group Inc
WHG- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001165002
No open-market purchases or sales by Westwood Holdings Group Inc insiders were filed in the last 90 days; 70 institutions reported holding it in 13F filings for Q2 2026, worth $104.4M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Westwood Holdings Group Inc changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 55 | 53 | −2 |
| Shares | 5.09M | 4.42M | −665.4K (−13.1%) |
| Value | $73.6M | $96.2M | +$22.6M (+30.7%) |
New holders (12)
Institutions that held Westwood Holdings Group Inc at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ancora Advisors, LLC | 138,976 | $3.02M | 0.08% |
| Russell Investments Group, Ltd. | 94,856 | $2.06M | 0.00% |
| Millennium Management LLC | 90,692 | $1.97M | 0.00% |
| Ergoteles LLC | 33,400 | $727.0K | 0.02% |
| Susquehanna Fundamental Investments, LLC | 22,229 | $484.0K | 0.01% |
| Globeflex Capital L P | 20,591 | $448.0K | 0.08% |
| Tibra Equities Europe Ltd | 15,400 | $335.0K | 0.10% |
| HRT Financial LP | 13,682 | $297.0K | 0.00% |
| Group One Trading, L.P. | 9,778 | $213.0K | 0.00% |
| Susquehanna International Group, LLP | 9,779 | $213.0K | 0.00% |
| O'Shaughnessy Asset Management, LLC | 7,943 | $173.0K | 0.00% |
| Eagle Bay Advisors LLC | 35 | $1.00K | 0.00% |
Sold out (14)
Institutions that held Westwood Holdings Group Inc at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Wellington Management Group LLP | 115,729 | $1.67M |
| Nuveen Asset Management, LLC | 36,385 | $526.0K |
| Bank of New York Mellon Corp | 33,954 | $491.0K |
| Charles Schwab Investment Management Inc | 19,945 | $289.0K |
| California Public Employees Retirement System | 15,800 | $228.0K |
| Panagora Asset Management Inc | 14,131 | $204.0K |
| Rhumbline Advisers | 13,714 | $198.0K |
| California State Teachers Retirement System | 11,777 | $170.0K |
| Deutsche Bank AG | 5,131 | $74.0K |
| American International Group, Inc. | 4,485 | $65.0K |
| Legal & General Group Plc | 692 | $10.0K |
| Ameritas Investment Partners, Inc. | 603 | $9.00K |
| Bank of Montreal | 331 | $6.00K |
| Wealthcare Capital Management LLC | 178 | $3.00K |