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, Q1 2026
Institutional positions in Westwood Holdings Group Inc as of Mar 31, 2026. 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
- 69
- +7 vs. Q4 2025
- Shares held
- 5.29M
- +867.7K (+19.6%) vs. Q4 2025
- Total value
- $86.7M
- +$10.4M (+13.6%) vs. Q4 2025
- New holders
- 11
- 25 more added
- Sold out
- 4
- 22 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Westwood Holdings Group Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 613,114 | $9.75M | 0.02% | +6,302+1.0% | Added |
| BlackRock, Inc. | 509,415 | $8.39M | 0.00% | −3,320−0.6% | Reduced |
| Settian Capital LP | 470,515 | $7.75M | 5.43% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 444,245 | $7.32M | 0.05% | +444,245 | New |
| Gamco Investors, Inc. Et Al | 443,800 | $7.31M | 0.07% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 380,809 | $6.27M | 0.38% | +8,816+2.4% | Added |
| Renaissance Technologies LLC | 350,767 | $5.78M | 0.01% | −22,691−6.1% | Reduced |
| Vanguard Capital Management LLC | 320,516 | $5.28M | 0.00% | +320,516 | New |
| Dimensional Fund Advisors LP | 279,685 | $4.61M | 0.00% | +5,169+1.9% | Added |
| King Luther Capital Management Corp | 185,000 | $3.05M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 160,296 | $2.64M | 0.00% | −2,870−1.8% | Reduced |
| Garner Asset Management Corp | 111,016 | $1.83M | 0.72% | −13,290−10.7% | Reduced |
| Aegis Financial Corp | 99,926 | $1.65M | 0.28% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 97,350 | $1.60M | 0.03% | +3,561+3.8% | Added |
| State Street Corp | 88,397 | $1.47M | 0.00% | +1,671+1.9% | Added |
| Gabelli Funds LLC | 82,210 | $1.35M | 0.01% | +5,004+6.5% | Added |
| Peapod Lane Capital LLC | 78,859 | $1.30M | 1.06% | −9,821−11.1% | Reduced |
| Northern Trust Corp | 69,256 | $1.14M | 0.00% | +3,522+5.4% | Added |
| De Lisle Partners LLP | 58,199 | $955.9K | 0.11% | −721−1.2% | Reduced |
| Bank of America Corp | 55,856 | $919.9K | 0.00% | +1,018+1.9% | Added |
| Vanguard Fiduciary Trust Co | 46,448 | $765.0K | 0.00% | +46,448 | New |
| Vanguard Portfolio Management LLC | 42,866 | $706.0K | 0.00% | +42,866 | New |
| Empowered Funds, LLC | 41,898 | $690.1K | 0.00% | +41,898 | New |
| SEI Investments Co | 31,659 | $521.4K | 0.00% | +7,543+31.3% | Added |
| Levin Capital Strategies, L.P. | 25,508 | $420.1K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 21,436 | $353.0K | 0.00% | +223+1.1% | Added |
| Advisor OS, LLC | 20,035 | $330.0K | 0.02% | +20,035 | New |
| Price T Rowe Associates Inc | 18,102 | $299.0K | 0.00% | +1,480+8.9% | Added |
| Morgan Stanley | 15,822 | $260.6K | 0.00% | −3,787−19.3% | Reduced |
| Charles Schwab Investment Management Inc | 15,345 | $252.7K | 0.00% | −2,999−16.3% | Reduced |
| Prosperity Consulting Group, LLC | 14,039 | $231.2K | 0.01% | −1,238−8.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,786 | $227.1K | 0.00% | +29+0.2% | Added |
| Goldman Sachs Group Inc | 12,270 | $202.1K | 0.00% | +727+6.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 11,192 | $184.3K | 0.03% | +692+6.6% | Added |
| Cerity Partners LLC | 10,407 | $171.4K | 0.00% | +20+0.2% | Added |
| Deutsche Bank AG | 6,685 | $110.1K | 0.00% | +6,685 | New |
| Rhumbline Advisers | 5,668 | $93.3K | 0.00% | −97−1.7% | Reduced |
| Wells Fargo & Company | 5,256 | $86.6K | 0.00% | −4,776−47.6% | Reduced |
| New York State Common Retirement Fund | 3,600 | $59.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,582 | $59.0K | 0.00% | +90+2.6% | Added |
| JPMorgan Chase & Co | 3,034 | $50.1K | 0.00% | −5,568−64.7% | Reduced |
| Barclays PLC | 2,758 | $45.4K | 0.00% | −9,638−77.8% | Reduced |
| Vanguard Global Advisers, LLC | 2,622 | $43.2K | 0.00% | +2,622 | New |
| UBS Group AG | 2,518 | $41.5K | 0.00% | −1,322−34.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,901 | $31.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,618 | $26.6K | 0.00% | −317−16.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,085 | $17.9K | 0.00% | +481+79.6% | Added |
| Ameritas Investment Partners, Inc. | 761 | $12.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 675 | $11.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 637 | $11.0K | 0.00% | −12−1.8% | Reduced |
| Russell Investments Group, Ltd. | 617 | $10.2K | 0.00% | −396−39.1% | Reduced |
| Advisor Group Holdings, Inc. | 518 | $8.53K | 0.00% | −153−22.8% | Reduced |
| California State Teachers Retirement System | 403 | $6.64K | 0.00% | −54−11.8% | Reduced |
| Citigroup Inc | 346 | $5.70K | 0.00% | +176+103.5% | Added |
| Sterling Capital Management LLC | 247 | $4.07K | 0.00% | −182−42.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 134 | $2.20K | 0.00% | +2+1.5% | Added |
| FMR LLC | 113 | $1.86K | 0.00% | −62−35.4% | Reduced |
| MAI Capital Management | 87 | $1.43K | 0.00% | +53+155.9% | Added |
| Farther Finance Advisors, LLC | 66 | $1.05K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 51 | $840 | 0.00% | +36+240.0% | Added |
| SBI Securities Co., Ltd. | 22 | $362 | 0.00% | +2+10.0% | Added |
| Essential Partners LLC | 7 | $115 | 0.00% | +5+250.0% | Added |
| The PNC Financial Services Group, Inc. | 6 | $99 | 0.00% | −90−93.8% | Reduced |
| Allworth Financial LP | 3 | $50 | 0.00% | +3 | New |
| Root Financial Partners, LLC | 3 | $49 | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 3 | $48 | 0.00% | +2+200.0% | Added |
| True Wealth Design, LLC | 1 | $17 | 0.00% | +1 | New |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $0 | 0.00% | +5+62.5% | Added |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,220−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |