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 3 sales; 70 institutions reported holding it in 13F filings for Q2 2026, worth $104.4M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Westwood Holdings Group Inc as of Sep 30, 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
- 61
- +4 vs. Q2 2025
- Shares held
- 4.39M
- −526.0K (−10.7%) vs. Q2 2025
- Total value
- $72.4M
- −$4.39M (−5.7%) vs. Q2 2025
- New holders
- 9
- 23 more added
- Sold out
- 5
- 18 more reduced
Compare with Q2 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 70 | $104.4M |
| Q1 2026 | 69 | $86.7M |
| Q4 2025 | 63 | $83.2M |
| Q3 2025 | 61 | $72.4M |
| Q2 2025 | 57 | $76.8M |
| Q1 2025 | 50 | $75.0M |
| Q4 2024 | 51 | $68.3M |
| Q3 2024 | 44 | $67.8M |
| Q2 2024 | 43 | $57.2M |
| Q1 2024 | 45 | $57.8M |
| Q4 2023 | 46 | $58.1M |
| Q3 2023 | 42 | $52.0M |
| Q2 2023 | 42 | $63.4M |
| Q1 2023 | 41 | $56.5M |
| Q4 2022 | 37 | $55.7M |
| Q3 2022 | 37 | $47.7M |
| Q2 2022 | 43 | $72.8M |
| Q1 2022 | 46 | $81.1M |
| Q4 2021 | 48 | $89.6M |
| Q3 2021 | 48 | $85.6M |
| Q2 2021 | 53 | $96.2M |
| Q1 2021 | 55 | $73.6M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Westwood Holdings Group Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 13 | $0 | 0.00% | +13 | New |
| EverSource Wealth Advisors, LLC | 1 | $16 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $16 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $17 | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 3 | $49 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 20 | $330 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 42 | $693 | 0.00% | +42 | New |
| Citigroup Inc | 87 | $1.44K | 0.00% | −2,411−96.5% | Reduced |
| Farther Finance Advisors, LLC | 138 | $2.28K | 0.00% | +138 | New |
| GWM Advisors LLC | 213 | $3.51K | 0.00% | −107−33.4% | Reduced |
| Amalgamated Bank | 254 | $4.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 358 | $5.90K | 0.00% | +18+5.3% | Added |
| California State Teachers Retirement System | 466 | $7.68K | 0.00% | +1+0.2% | Added |
| Sterling Capital Management LLC | 514 | $8.48K | 0.00% | +313+155.7% | Added |
| Royal Bank of Canada | 573 | $10.0K | 0.00% | −7,474−92.9% | Reduced |
| Tower Research Capital LLC (TRC) | 667 | $11.0K | 0.00% | +659+8,237.5% | Added |
| Legal & General Group Plc | 675 | $11.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 670 | $11.7K | 0.00% | +2+0.3% | Added |
| Ameritas Investment Partners, Inc. | 761 | $12.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 829 | $13.7K | 0.00% | −47,394−98.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,842 | $30.4K | 0.00% | +473+34.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,901 | $31.3K | 0.00% | +1,901 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,531 | $58.2K | 0.00% | −539−13.2% | Reduced |
| New York State Common Retirement Fund | 3,600 | $59.4K | 0.00% | −2,700−42.9% | Reduced |
| UBS Group AG | 5,170 | $85.3K | 0.00% | −1,293−20.0% | Reduced |
| Wells Fargo & Company | 7,171 | $118.3K | 0.00% | +1,126+18.6% | Added |
| Rhumbline Advisers | 7,384 | $121.8K | 0.00% | −2,056−21.8% | Reduced |
| Deutsche Bank AG | 8,261 | $136.2K | 0.00% | +8,261 | New |
| JPMorgan Chase & Co | 10,191 | $168.0K | 0.00% | +2,654+35.2% | Added |
| Cerity Partners LLC | 10,389 | $171.3K | 0.00% | +15+0.1% | Added |
| Gabelli & Co Investment Advisers, Inc. | 10,500 | $173.1K | 0.03% | −500−4.5% | Reduced |
| Barclays PLC | 11,206 | $184.8K | 0.00% | −3,588−24.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,598 | $224.2K | 0.00% | +2,203+19.3% | Added |
| Prosperity Consulting Group, LLC | 16,510 | $272.3K | 0.01% | −277−1.7% | Reduced |
| Price T Rowe Associates Inc | 16,622 | $275.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 17,495 | $288.5K | 0.00% | +4,366+33.3% | Added |
| Morgan Stanley | 17,659 | $291.2K | 0.00% | −6,664−27.4% | Reduced |
| Charles Schwab Investment Management Inc | 18,344 | $302.5K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 20,220 | $333.0K | 0.02% | −55−0.3% | Reduced |
| Bank of New York Mellon Corp | 21,367 | $352.3K | 0.00% | +2,396+12.6% | Added |
| Levin Capital Strategies, L.P. | 25,508 | $420.6K | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 34,969 | $576.6K | 0.01% | +3,801+12.2% | Added |
| Bank of America Corp | 58,026 | $956.8K | 0.00% | −4,624−7.4% | Reduced |
| Northern Trust Corp | 70,683 | $1.17M | 0.00% | −5,863−7.7% | Reduced |
| De Lisle Partners LLP | 72,921 | $1.21M | 0.15% | 00.0% | Unchanged |
| Gabelli Funds LLC | 77,206 | $1.27M | 0.01% | −2,000−2.5% | Reduced |
| State Street Corp | 81,279 | $1.35M | 0.00% | +2,222+2.8% | Added |
| Peapod Lane Capital LLC | 88,038 | $1.45M | 1.30% | +970+1.1% | Added |
| Bridgeway Capital Management, LLC | 90,421 | $1.49M | 0.03% | +3,801+4.4% | Added |
| Aegis Financial Corp | 99,926 | $1.65M | 0.63% | 00.0% | Unchanged |
| Garner Asset Management Corp | 135,211 | $2.23M | 0.90% | +2,027+1.5% | Added |
| Geode Capital Management, LLC | 162,270 | $2.68M | 0.00% | +1,065+0.7% | Added |
| King Luther Capital Management Corp | 185,000 | $3.05M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 273,088 | $4.50M | 0.00% | −5,191−1.9% | Reduced |
| North Star Investment Management Corp. | 367,477 | $6.06M | 0.39% | +170.0% | Added |
| Renaissance Technologies LLC | 388,658 | $6.41M | 0.01% | −13,000−3.2% | Reduced |
| Vanguard Group Inc | 397,265 | $6.55M | 0.00% | +11,223+2.9% | Added |
| Settian Capital LP | 470,515 | $7.76M | 5.27% | +40,507+9.4% | Added |
| BlackRock, Inc. | 489,137 | $8.07M | 0.00% | +65,878+15.6% | Added |
| Allspring Global Investments Holdings, LLC | 593,753 | $9.80M | 0.02% | +5,033+0.9% | Added |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −444,000−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −103,873−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,098−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −10,009−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −5,425−100.0% | Sold out |