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, Q4 2025
Institutional positions in Westwood Holdings Group Inc as of Dec 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
- 63
- +2 vs. Q3 2025
- Shares held
- 4.82M
- +425.1K (+9.7%) vs. Q3 2025
- Total value
- $83.2M
- +$10.7M (+14.8%) vs. Q3 2025
- New holders
- 7
- 22 more added
- Sold out
- 5
- 18 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Westwood Holdings Group Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 606,812 | $10.7M | 0.02% | +13,059+2.2% | Added |
| BlackRock, Inc. | 512,735 | $8.82M | 0.00% | +23,598+4.8% | Added |
| Settian Capital LP | 470,515 | $8.10M | 5.40% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 443,800 | $7.64M | 0.07% | +443,800 | New |
| Vanguard Group Inc | 398,354 | $6.86M | 0.00% | +1,089+0.3% | Added |
| Renaissance Technologies LLC | 373,458 | $6.43M | 0.01% | −15,200−3.9% | Reduced |
| North Star Investment Management Corp. | 371,993 | $6.40M | 0.40% | +4,516+1.2% | Added |
| Dimensional Fund Advisors LP | 274,516 | $4.72M | 0.00% | +1,428+0.5% | Added |
| King Luther Capital Management Corp | 185,000 | $3.18M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 163,166 | $2.81M | 0.00% | +896+0.6% | Added |
| Garner Asset Management Corp | 124,306 | $2.14M | 0.82% | −10,905−8.1% | Reduced |
| Aegis Financial Corp | 99,926 | $1.72M | 0.41% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 93,789 | $1.61M | 0.03% | +3,368+3.7% | Added |
| Peapod Lane Capital LLC | 88,680 | $1.53M | 1.30% | +642+0.7% | Added |
| State Street Corp | 86,726 | $1.50M | 0.00% | +5,447+6.7% | Added |
| Gabelli Funds LLC | 77,206 | $1.33M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 65,734 | $1.13M | 0.00% | −4,949−7.0% | Reduced |
| De Lisle Partners LLP | 58,920 | $1.02M | 0.13% | −14,001−19.2% | Reduced |
| Bank of America Corp | 54,838 | $943.8K | 0.00% | −3,188−5.5% | Reduced |
| Levin Capital Strategies, L.P. | 25,508 | $439.0K | 0.04% | 00.0% | Unchanged |
| SEI Investments Co | 24,116 | $415.0K | 0.00% | +6,621+37.8% | Added |
| Bank of New York Mellon Corp | 21,213 | $365.1K | 0.00% | −154−0.7% | Reduced |
| Arete Wealth Advisors, LLC | 20,220 | $348.0K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 19,609 | $337.5K | 0.00% | +1,950+11.0% | Added |
| Charles Schwab Investment Management Inc | 18,344 | $315.7K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 16,622 | $287.0K | 0.00% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 15,277 | $262.9K | 0.01% | −1,233−7.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,757 | $236.8K | 0.00% | +159+1.2% | Added |
| Barclays PLC | 12,396 | $213.3K | 0.00% | +1,190+10.6% | Added |
| Goldman Sachs Group Inc | 11,543 | $198.7K | 0.00% | +11,543 | New |
| Gabelli & Co Investment Advisers, Inc. | 10,500 | $180.7K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,387 | $178.8K | 0.00% | −20.0% | Reduced |
| Wells Fargo & Company | 10,032 | $172.7K | 0.00% | +2,861+39.9% | Added |
| JPMorgan Chase & Co | 8,602 | $148.0K | 0.00% | −1,589−15.6% | Reduced |
| Rhumbline Advisers | 5,765 | $99.2K | 0.00% | −1,619−21.9% | Reduced |
| UBS Group AG | 3,840 | $66.1K | 0.00% | −1,330−25.7% | Reduced |
| New York State Common Retirement Fund | 3,600 | $62.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,492 | $60.1K | 0.00% | −39−1.1% | Reduced |
| BNP Paribas Arbitrage, SA | 1,935 | $33.3K | 0.00% | +93+5.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,901 | $32.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,013 | $17.4K | 0.00% | +184+22.2% | Added |
| Ameritas Investment Partners, Inc. | 761 | $13.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 675 | $11.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 671 | $11.6K | 0.00% | +1+0.1% | Added |
| Royal Bank of Canada | 649 | $11.0K | 0.00% | +76+13.3% | Added |
| Tower Research Capital LLC (TRC) | 604 | $10.4K | 0.00% | −63−9.4% | Reduced |
| California State Teachers Retirement System | 457 | $7.87K | 0.00% | −9−1.9% | Reduced |
| Sterling Capital Management LLC | 429 | $7.38K | 0.00% | −85−16.5% | Reduced |
| GWM Advisors LLC | 309 | $5.31K | 0.00% | +96+45.1% | Added |
| Amalgamated Bank | 234 | $4.00K | 0.00% | −20−7.9% | Reduced |
| FMR LLC | 175 | $3.01K | 0.00% | −183−51.1% | Reduced |
| Citigroup Inc | 170 | $2.92K | 0.00% | +83+95.4% | Added |
| Keating Financial Advisory Services, Inc. | 132 | $2.28K | 0.00% | +132 | New |
| The PNC Financial Services Group, Inc. | 96 | $1.65K | 0.00% | +96 | New |
| Rockefeller Capital Management L.P. | 74 | $1.27K | 0.00% | +74 | New |
| Farther Finance Advisors, LLC | 66 | $1.14K | 0.00% | −72−52.2% | Reduced |
| MAI Capital Management | 34 | $586 | 0.00% | +34 | New |
| SBI Securities Co., Ltd. | 20 | $344 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $34 | 0.00% | +1+100.0% | Added |
| EverSource Wealth Advisors, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 15 | $0 | 0.00% | +2+15.4% | Added |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | +8 | New |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −34,969−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −8,261−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |