Westwood Holdings Group Inc Portfolio Holdings

Westwood Holdings Group Inc

  • $12.9 Billion
  • Q2 2025

Westwood Holdings Group Inc has filed its 13F form on August 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $12.9 Billion distributed in 457 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Energy Transfer LP with a value of $302M, Williams Companies, Inc. with a value of $258M, Vanguard Ftse Developed Market with a value of $225M, Microsoft Corp with a value of $222M, and Kinder Morgan, Inc. with a value of $208M.

Examining the 13F form we can see an increase of $2.06B in the current position value, from $10.8B to 12.9B.

Westwood Holdings Group Inc is based out at Dallas, TX

Below you can find more details about Westwood Holdings Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $12.9 Billion
Energy: $2.92 Billion
Financial Services: $2.22 Billion
Industrials: $1.44 Billion
Technology: $1.23 Billion
Consumer Cyclical: $1.01 Billion
Real Estate: $762 Million
Healthcare: $762 Million
ETFs: $596 Million
Other: $1.93 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.7B
$302 Million 2.35% of portfolio
16,679,980
Q2 2025 Added 7,974.42%
$70.4B
$258 Million 2.01% of portfolio
4,111,607
Q2 2025 Added 0.03%
$0
$225 Million 1.75% of portfolio
3,955,066
Q2 2025 Added 25.13%
$3.95T
$222 Million 1.72% of portfolio
445,453
Q2 2025 Reduced 20.49%
$59.7B
$208 Million 1.61% of portfolio
7,058,772
Q2 2025 Added 10,705.46%
$57.4B
$196 Million 1.53% of portfolio
806,148
Q2 2025 Added 3,752.56%
$859B
$196 Million 1.52% of portfolio
676,264
Q2 2025 Reduced 8.67%
$68.2B
$175 Million 1.36% of portfolio
5,642,994
Q2 2025 Added 7,019.96%
$38.1B
$166 Million 1.29% of portfolio
953,969
Q2 2025 Added 1,774.53%
$33.1B
$158 Million 1.23% of portfolio
1,936,535
Q2 2025 Added 4,155.28%
$229B
$145 Million 1.13% of portfolio
1,069,745
Q2 2025 Reduced 9.73%
$3.32B
$143 Million 1.11% of portfolio
1,645,026
Q2 2025 Added 9.72%
$2.26T
$139 Million 1.08% of portfolio
633,909
Q2 2025 Added 176.77%
$254B
$138 Million 1.07% of portfolio
194,769
Q2 2025 Reduced 0.75%
$135B
$132 Million 1.03% of portfolio
574,798
Q2 2025 Reduced 2.93%
$1.21T
$127 Million 0.99% of portfolio
723,005
Q2 2025 Reduced 2.09%
$207B
$120 Million 0.93% of portfolio
963,969
Q2 2025 Added 9.46%
$10B
$119 Million 0.93% of portfolio
1,086,517
Q2 2025 Added 23,555.93%
$381B
$116 Million 0.9% of portfolio
2,457,892
Q2 2025 Reduced 9.55%
$3.69B
$115 Million 0.9% of portfolio
4,541,025
Q2 2025 Reduced 6.82%
$86.2B
$116 Million 0.9% of portfolio
398,358
Q2 2025 Added 41.39%
$50.2B
$114 Million 0.88% of portfolio
2,205,946
Q2 2025 Added 7,624.98%
$177B
$112 Million 0.87% of portfolio
573,043
Q2 2025 Added 327.24%
$7.19B
$112 Million 0.87% of portfolio
1,217,703
Q2 2025 Added 22.93%
$8.45B
$111 Million 0.86% of portfolio
1,737,062
Q2 2025 Added 40.97%
$452B
$111 Million 0.86% of portfolio
726,257
Q2 2025 Reduced 15.52%
$2.76B
$107 Million 0.83% of portfolio
1,555,465
Q2 2025 Reduced 2.13%
$3.49B
$107 Million 0.83% of portfolio
2,792,075
Q2 2025 Added 19.79%
$95.8B
$104 Million 0.81% of portfolio
2,301,067
Q2 2025 Added 4,788.5%
$34.5B
$103 Million 0.8% of portfolio
987,623
Q2 2025 Reduced 5.98%
$3.71B
$102 Million 0.79% of portfolio
775,590
Q2 2025 Added 66.84%
$102B
$98.7 Million 0.77% of portfolio
538,101
Q2 2025 Added 13.45%
$314B
$97.5 Million 0.76% of portfolio
409,306
Q2 2025 Reduced 11.51%
$13.8B
$97.9 Million 0.76% of portfolio
302,416
Q2 2025 Added 10.16%
$302B
$97.5 Million 0.76% of portfolio
1,217,182
Q2 2025 Added 2.51%
$50.7B
$98.1 Million 0.76% of portfolio
2,010,769
Q2 2025 Added 38,853.29%
$1.81B
$96.5 Million 0.75% of portfolio
2,234,878
Q2 2025 Reduced 6.97%
$4.62B
$95.6 Million 0.74% of portfolio
343,809
Q2 2025 Reduced 3.74%
$4.15B
$94.6 Million 0.73% of portfolio
2,110,172
Q2 2025 Added 5.88%
$16.3B
$94.3 Million 0.73% of portfolio
654,645
Q2 2025 Reduced 31.71%
$3.31B
$92.2 Million 0.72% of portfolio
3,731,350
Q2 2025 Added 16.34%
$4.97B
$91.3 Million 0.71% of portfolio
926,516
Q2 2025 New
$442B
$89.5 Million 0.7% of portfolio
830,480
Q2 2025 Added 0.49%
$551B
$90.4 Million 0.7% of portfolio
254,527
Q2 2025 Reduced 1.71%
$302B
$89.3 Million 0.69% of portfolio
623,595
Q2 2025 Added 0.03%
$232B
$88.6 Million 0.69% of portfolio
324,960
Q2 2025 Added 8.29%
$2.71B
$87.3 Million 0.68% of portfolio
3,621,591
Q2 2025 Reduced 0.15%
$831M
$83.8 Million 0.65% of portfolio
1,723,206
Q2 2025 Reduced 47.54%
$142B
$84 Million 0.65% of portfolio
314,738
Q2 2025 Added 14.23%

Summary

  • Portfolio
  • No. of Stocks 457
  • Current Value $12.9 Billion
  • Prior Value $10.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 18, 2025
  • Form Type 13F-HR/A
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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