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