Westwood Holdings Group Inc Portfolio Holdings

Westwood Holdings Group Inc

  • $10.8 Billion
  • Q2 2025

Westwood Holdings Group Inc has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $10.8 Billion distributed in 453 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Williams Companies, Inc. with a value of $258M, Vanguard Ftse Developed Market with a value of $225M, Microsoft Corp with a value of $222M, Jpmorgan Chase & CO with a value of $196M, and Abbott Laboratories with a value of $145M.

Examining the 13F form we can see an decrease of $1.95B in the current position value, from $12.8B to 10.8B.

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 $10.8 Billion
Financial Services: $2.22 Billion
Industrials: $1.4 Billion
Technology: $1.23 Billion
Consumer Cyclical: $1.01 Billion
Energy: $904 Million
Real Estate: $762 Million
Healthcare: $762 Million
ETFs: $596 Million
Other: $1.93 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.27B
$35.7 Million 0.33% of portfolio
1,140,937
Q2 2025 Reduced 2.01%
$2.16B
$35.2 Million 0.33% of portfolio
310,509
Q2 2025 Reduced 49.14%
$6.32B
$35.3 Million 0.33% of portfolio
155,512
Q2 2025 Reduced 56.46%
$2.05B
$34.7 Million 0.32% of portfolio
412,310
Q2 2025 Added 7.82%
$5.15B
$34.8 Million 0.32% of portfolio
228,879
Q2 2025 New
$202B
$34.2 Million 0.32% of portfolio
258,949
Q2 2025 Reduced 28.17%
$157B
$33.2 Million 0.31% of portfolio
85,875
Q2 2025 Added 1,166.78%
$145B
$33.4 Million 0.31% of portfolio
93,659
Q2 2025 Reduced 3.7%
$12.2B
$32 Million 0.3% of portfolio
311,126
Q2 2025 Added 3.37%
$93.6B
$31.7 Million 0.29% of portfolio
62,146
Q2 2025 Reduced 8.66%
$49.2B
$30.8 Million 0.29% of portfolio
105,052
Q2 2025 Added 0.17%
$5.06B
$29.1 Million 0.27% of portfolio
675,369
Q2 2025 Added 8.26%
$11.4B
$28.9 Million 0.27% of portfolio
251,483
Q2 2025 Added 38.61%
$10.1B
$29.4 Million 0.27% of portfolio
68,684
Q2 2025 Reduced 73.1%
$405B
$29.4 Million 0.27% of portfolio
80,231
Q2 2025 Reduced 3.82%
$3.56B
$28.9 Million 0.27% of portfolio
235,221
Q2 2025 Added 13.97%
$970M
$28 Million 0.26% of portfolio
1,442,796
Q2 2025 New
$8.22B
$28.6 Million 0.26% of portfolio
84,587
Q2 2025 Added 9.31%
$1.27T
$27.9 Million 0.26% of portfolio
123,190
Q2 2025 Reduced 5.1%
$7.74B
$27.9 Million 0.26% of portfolio
225,183
Q2 2025 Added 12.1%
$1.19B
$25.7 Million 0.24% of portfolio
458,442
Q2 2025 Reduced 3.8%
$155B
$23.4 Million 0.22% of portfolio
189,797
Q2 2025 Reduced 5.21%
$8.71B
$23.4 Million 0.22% of portfolio
503,348
Q2 2025 Reduced 76.9%
$14.5B
$24.2 Million 0.22% of portfolio
191,730
Q2 2025 Added 3.97%
$210B
$22.2 Million 0.21% of portfolio
75,370
Q2 2025 Reduced 16.92%
$3.82B
$23 Million 0.21% of portfolio
1,689,122
Q2 2025 Added 72.49%
$6.8B
$23.1 Million 0.21% of portfolio
649,966
Q2 2025 Added 10.11%
$83.2B
$22.4 Million 0.21% of portfolio
105,383
Q2 2025 New
$12.1B
$22.4 Million 0.21% of portfolio
82,846
Q2 2025 New
$78.6B
$21.1 Million 0.2% of portfolio
50,171
Q2 2025 Reduced 6.76%
$7.39B
$21.5 Million 0.2% of portfolio
218,454
Q2 2025 New
$7.51B
$21.5 Million 0.2% of portfolio
226,615
Q2 2025 Reduced 77.23%
$14.6B
$22 Million 0.2% of portfolio
204,077
Q2 2025 Added 1.78%
$38.4B
$21.8 Million 0.2% of portfolio
39,731
Q2 2025 Reduced 3.85%
$8.61B
$21.5 Million 0.2% of portfolio
106,258
Q2 2025 Added 85.94%
$6.49B
$21.3 Million 0.2% of portfolio
717,059
Q2 2025 Added 22.22%
$5.59B
$22 Million 0.2% of portfolio
302,997
Q2 2025 Added 14.7%
$4.15B
$20.8 Million 0.19% of portfolio
214,680
Q2 2025 Added 22.88%
$7.01B
$20.9 Million 0.19% of portfolio
189,586
Q2 2025 New
$10.5B
$20.8 Million 0.19% of portfolio
227,561
Q2 2025 Reduced 0.82%
$9.19B
$20.6 Million 0.19% of portfolio
282,420
Q2 2025 New
$70.1B
$20.4 Million 0.19% of portfolio
130,852
Q2 2025 Reduced 2.97%
$9.89B
$19.6 Million 0.18% of portfolio
47,783
Q2 2025 Reduced 4.65%
$4.19B
$19.7 Million 0.18% of portfolio
363,988
Q2 2025 Added 115.97%
$10.5B
$19.1 Million 0.18% of portfolio
78,769
Q2 2025 Reduced 5.0%
$7.08B
$18.6 Million 0.17% of portfolio
83,495
Q2 2025 Reduced 4.72%
$9.01B
$18.9 Million 0.17% of portfolio
242,237
Q2 2025 Reduced 5.83%
$152B
$16.9 Million 0.16% of portfolio
76,206
Q2 2025 Added 8.29%
$16.3B
$16.5 Million 0.15% of portfolio
294,198
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 453
  • Current Value $10.8 Billion
  • Prior Value $12.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 54 stocks
  • Additional Purchases 144 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 200 stocks
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