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