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Westwood Holdings Group Inc

WHG
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0001165002

In the last 90 days, Westwood Holdings Group Inc insiders filed 0 open-market purchases and 1 sale; 70 institutions reported holding it in 13F filings for Q2 2026, worth $104.4M in total; no superinvestor holds it.

13F holders, Q1 2025

Institutional positions in Westwood Holdings Group Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
50
−1 vs. Q4 2024
Shares held
4.64M
−51.7K (−1.1%) vs. Q4 2024
Total value
$75.0M
+$6.73M (+9.9%) vs. Q4 2024
New holders
5
16 more added
Sold out
6
18 more reduced

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WHG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 50 institutions
Q1 2021: 55 institutionsQ2 2021: 53 institutionsQ3 2021: 48 institutionsQ4 2021: 48 institutionsQ1 2022: 46 institutionsQ2 2022: 43 institutionsQ3 2022: 37 institutionsQ4 2022: 37 institutionsQ1 2023: 41 institutionsQ2 2023: 42 institutionsQ3 2023: 42 institutionsQ4 2023: 46 institutionsQ1 2024: 45 institutionsQ2 2024: 43 institutionsQ3 2024: 44 institutionsQ4 2024: 51 institutionsQ1 2025: 50 institutionsQ2 2025: 57 institutionsQ3 2025: 61 institutionsQ4 2025: 63 institutionsQ1 2026: 69 institutionsQ2 2026: 70 institutions
Value heldQ1 2025: $75.0M
Q1 2021: $73.6MQ2 2021: $96.2MQ3 2021: $85.6MQ4 2021: $89.6MQ1 2022: $81.1MQ2 2022: $72.8MQ3 2022: $47.7MQ4 2022: $55.7MQ1 2023: $56.5MQ2 2023: $63.4MQ3 2023: $52.0MQ4 2023: $58.1MQ1 2024: $57.8MQ2 2024: $57.2MQ3 2024: $67.8MQ4 2024: $68.3MQ1 2025: $75.0MQ2 2025: $76.8MQ3 2025: $72.4MQ4 2025: $83.2MQ1 2026: $86.7MQ2 2026: $104.4M
Institutions holding WHG and their total value by quarter
QuarterHoldersValue
Q2 202670$104.4M
Q1 202669$86.7M
Q4 202563$83.2M
Q3 202561$72.4M
Q2 202557$76.8M
Q1 202550$75.0M
Q4 202451$68.3M
Q3 202444$67.8M
Q2 202443$57.2M
Q1 202445$57.8M
Q4 202346$58.1M
Q3 202342$52.0M
Q2 202342$63.4M
Q1 202341$56.5M
Q4 202237$55.7M
Q3 202237$47.7M
Q2 202243$72.8M
Q1 202246$81.1M
Q4 202148$89.6M
Q3 202148$85.6M
Q2 202153$96.2M
Q1 202155$73.6M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Westwood Holdings Group Inc; share changes are against Q4 2024.

Institutions holding WHG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
FNY Investment Advisers, LLC50$00.00%+50New
SBI Securities Co., Ltd.20$3240.00%+1+5.3%Added
FMR LLC33$5320.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co51$8260.00%+51New
GWM Advisors LLC315$5.11K0.00%−2−0.6%Reduced
Tower Research Capital LLC (TRC)341$5.52K0.00%+15+4.6%Added
JPMorgan Chase & Co547$8.86K0.00%−51−8.5%Reduced
Advisor Group Holdings, Inc.940$15.2K0.00%−318−25.3%Reduced
Barclays PLC1,064$17.2K0.00%−1,990−65.2%Reduced
Wells Fargo & Company1,232$20.0K0.00%−182−12.9%Reduced
UBS Group AG2,684$43.5K0.00%+1,598+147.1%Added
Citigroup Inc6,512$105.5K0.00%−601−8.4%Reduced
Royal Bank of Canada7,371$118.0K0.00%+91+1.3%Added
Cerity Partners LLC10,374$168.1K0.00%00.0%Unchanged
Gabelli & Co Investment Advisers, Inc.11,000$178.2K0.03%00.0%Unchanged
Ancora Advisors, LLC12,812$207.6K0.00%−11,200−46.6%Reduced
SEI Investments Co13,129$212.7K0.00%−1,008−7.1%Reduced
Goldman Sachs Group Inc13,148$213.0K0.00%+13,148New
Price T Rowe Associates Inc13,200$214.0K0.00%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.13,459$218.0K0.00%−1,190−8.1%Reduced
HRT Financial LP15,786$255.0K0.00%+15,786New
Prosperity Consulting Group, LLC17,454$282.8K0.02%−1,482−7.8%Reduced
Morgan Stanley18,566$300.8K0.00%+9,250+99.3%Added
Arete Wealth Advisors, LLC20,358$330.0K0.03%00.0%Unchanged
Jane Street Group, LLC22,582$365.8K0.00%+22,582New
Levin Capital Strategies, L.P.25,508$413.2K0.04%00.0%Unchanged
Empowered Funds, LLC28,751$465.8K0.01%+2,291+8.7%Added
State Street Corp30,213$494.0K0.00%00.0%Unchanged
Northern Trust Corp36,447$590.4K0.00%−1,123−3.0%Reduced
Bank of America Corp60,353$977.7K0.00%−522−0.9%Reduced
Geode Capital Management, LLC66,894$1.08M0.00%+1,064+1.6%Added
De Lisle Partners LLP72,921$1.18M0.20%00.0%Unchanged
Millennium Management LLC76,820$1.24M0.00%+66,734+661.6%Added
Susquehanna International Group, LLP80,796$1.31M0.00%+33,769+71.8%Added
Bridgeway Capital Management, LLC84,203$1.36M0.03%+3,391+4.2%Added
Gabelli Funds LLC86,811$1.41M0.01%00.0%Unchanged
Aegis Financial Corp100,002$1.62M1.38%00.0%Unchanged
Allred Capital Management, LLC103,873$1.68M0.67%00.0%Unchanged
Peapod Lane Capital LLC124,754$2.02M2.27%−49,792−28.5%Reduced
Garner Asset Management Corp146,408$2.37M1.04%+5,655+4.0%Added
King Luther Capital Management Corp185,000$3.00M0.01%+100.0%Added
Russell Investments Group, Ltd.189,516$3.07M0.00%−1,380−0.7%Reduced
BlackRock, Inc.221,616$3.59M0.00%−1,410−0.6%Reduced
Dimensional Fund Advisors LP261,592$4.24M0.00%+2,787+1.1%Added
Deprince Race & Zollo Inc277,419$4.49M0.09%−50,510−15.4%Reduced
North Star Investment Management Corp.362,014$5.86M0.43%+180.0%Added
Vanguard Group Inc368,116$5.96M0.00%−7,041−1.9%Reduced
Renaissance Technologies LLC406,658$6.59M0.01%−13,470−3.2%Reduced
Gamco Investors, Inc. Et Al453,180$7.34M0.08%+6,480+1.5%Added
Allspring Global Investments Holdings, LLC587,255$9.38M0.02%+1,412+0.2%Added
Marquette Asset Management, LLC0$00.00%−25,735−100.0%Sold out
683 Capital Management, LLC0$00.00%−22,178−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−19,441−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−14,069−100.0%Sold out
Citadel Advisors LLC0$00.00%−13,048−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−133−100.0%Sold out