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.
Holders of 5% or more of WHG
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Westwood Holdings Group Inc, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G | 5.10%475.4K shares | New | Oct 17, 20251 filing | Oct 17, 2025 | SEC |
| Settian Capital LP | 13D | 5.00%470.5K shares | New | Aug 4, 20251 filing | Aug 4, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
24 Schedule 13D and 13G filings on Westwood Holdings Group Inc, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Aug 12, 20264:37 PM ET | Gamco Investors, Inc. Et Aland 6 others | 13D/A | 4.70%443.8K shares | 0.00 ppfrom 4.70%Below 5% | Aug 11, 2026 | SEC |
| Jan 15, 202611:25 AM ET | Deprince Race & Zollo Inc | 13G/A | 0.00%0 shares | −3.76 ppfrom 3.76%Below 5% | Jan 12, 2026 | SEC |
| Oct 17, 20256:41 PM ET | BlackRock, Inc. | 13G | 5.10%475.4K shares | New | Sep 30, 2025 | SEC |
| Aug 4, 20259:17 AM ET | Settian Capital LPand 2 others | 13D | 5.00%470.5K shares | New | Jul 30, 2025 | SEC |
| Jul 14, 20254:00 PM ET | Gamco Investors, Inc. Et Aland 6 others | 13D/A | 4.70%443.8K shares | –Below 5% | Jul 11, 2025 | SEC |
| Feb 18, 202511:10 AM ET | Deprince Race & Zollo Inc | 13G/A | 3.76%348.9K shares | –Below 5% | Jan 21, 2025 | SEC |
| Nov 13, 20243:58 PM ET | Renaissance Technologies LLCand 1 other | 13G/A | 4.66%432.3K shares | –Below 5% | Sep 30, 2024 | SEC |
| Apr 20, 2023 | JCP Investment Management, LLC | 13D/AOld format | – | – | – | SEC |
| Feb 14, 2023 | Deprince Race & Zollo Inc | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2023 | Renaissance Technologies LLC | 13G/AOld format | – | – | – | SEC |
| Jan 12, 2023 | Allspring Global Investments Holdings, LLC | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Deprince Race & Zollo Inc | 13GOld format | – | New | – | SEC |
| Feb 11, 2022 | Renaissance Technologies LLC | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 27, 202211:03 AM ET | Wells Fargo & Company | 13G/AOld format | – | – | – | SEC |
| Jan 19, 2022 | Allspring Global Investments Holdings, LLC | 13GOld format | – | New | – | SEC |
| Jan 5, 2022 | JCP Investment Management, LLC | 13D/AOld format | – | – | – | SEC |
| Jul 12, 20218:29 AM ET | BlackRock Inc. | 13GOld format | – | – | – | SEC |
| Apr 29, 2021 | JCP Investment Management, LLC | 13D/AOld format | – | – | – | SEC |
| Apr 15, 2021 | JCP Investment Management, LLC | 13DOld format | – | New | – | SEC |
| Feb 12, 20219:27 AM ET | Wells Fargo & Company | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2021 | Renaissance Technologies LLC | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 1, 20218:30 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Westwood Holdings Group Inc shares.
No Form 144 notices for Westwood Holdings Group Inc are on file.