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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.24T
$45 Million 0.35% of portfolio
253,957
Q2 2025 Added 23.07%
$15.6B
$43.6 Million 0.34% of portfolio
96,756
Q2 2025 Reduced 61.67%
$8.74B
$42.4 Million 0.33% of portfolio
2,238,752
Q2 2025 Reduced 8.85%
$3.57B
$41.1 Million 0.32% of portfolio
986,505
Q2 2025 Reduced 46.34%
$146B
$41.2 Million 0.32% of portfolio
176,798
Q2 2025 Added 0.03%
$1.33B
$41.2 Million 0.32% of portfolio
424,967
Q2 2025 Reduced 5.38%
$1.93B
$39.4 Million 0.31% of portfolio
493,125
Q2 2025 Reduced 23.1%
$2.24B
$39.5 Million 0.31% of portfolio
892,376
Q2 2025 Reduced 10.21%
$94.7B
$39.3 Million 0.31% of portfolio
53,690
Q2 2025 Added 778.72%
$2.16B
$40.2 Million 0.31% of portfolio
3,961,174
Q2 2025 Added 10.74%
$861M
$37 Million 0.29% of portfolio
1,317,236
Q2 2025 New
$6.34B
$37.1 Million 0.29% of portfolio
321,537
Q2 2025 Added 10.75%
$1.67B
$37.6 Million 0.29% of portfolio
609,939
Q2 2025 New
$4.1B
$37.8 Million 0.29% of portfolio
560,670
Q2 2025 Added 14.03%
$150B
$37 Million 0.29% of portfolio
334,052
Q2 2025 Added 3.45%
$1.27B
$35.7 Million 0.28% of portfolio
1,140,937
Q2 2025 Reduced 2.01%
$2.05B
$34.7 Million 0.27% of portfolio
412,310
Q2 2025 Added 7.82%
$202B
$34.2 Million 0.27% of portfolio
258,949
Q2 2025 Reduced 28.17%
$6.32B
$35.3 Million 0.27% of portfolio
155,512
Q2 2025 Reduced 56.46%
$2.04B
$35 Million 0.27% of portfolio
2,033,940
Q2 2025 Added 6,350.6%
$5.15B
$34.8 Million 0.27% of portfolio
228,879
Q2 2025 New
$2.16B
$35.2 Million 0.27% of portfolio
310,509
Q2 2025 Reduced 49.14%
$157B
$33.2 Million 0.26% of portfolio
85,875
Q2 2025 Added 1,166.78%
$145B
$33.4 Million 0.26% of portfolio
93,659
Q2 2025 Reduced 3.7%
$12.2B
$32 Million 0.25% of portfolio
311,126
Q2 2025 Added 3.37%
$93.6B
$31.7 Million 0.25% of portfolio
62,146
Q2 2025 Reduced 8.66%
$49.2B
$30.8 Million 0.24% of portfolio
105,052
Q2 2025 Added 0.17%
$5.06B
$29.1 Million 0.23% of portfolio
675,369
Q2 2025 Added 8.26%
$10.1B
$29.4 Million 0.23% of portfolio
68,684
Q2 2025 Reduced 73.1%
$405B
$29.4 Million 0.23% of portfolio
80,231
Q2 2025 Reduced 3.82%
$12.3B
$30.1 Million 0.23% of portfolio
1,645,511
Q2 2025 Added 3,561.74%
$8.22B
$28.6 Million 0.22% of portfolio
84,587
Q2 2025 Added 9.31%
$11.4B
$28.9 Million 0.22% of portfolio
251,483
Q2 2025 Added 38.61%
$3.56B
$28.9 Million 0.22% of portfolio
235,221
Q2 2025 Added 13.97%
$1.27T
$27.9 Million 0.22% of portfolio
123,190
Q2 2025 Reduced 5.1%
$7.74B
$27.9 Million 0.22% of portfolio
225,183
Q2 2025 Added 12.1%
$970M
$28 Million 0.22% of portfolio
1,442,796
Q2 2025 New
$6.74B
$28 Million 0.22% of portfolio
167,061
Q2 2025 New
$1.19B
$25.7 Million 0.2% of portfolio
458,442
Q2 2025 Reduced 3.8%
$14.5B
$24.2 Million 0.19% of portfolio
191,730
Q2 2025 Added 3.97%
$6.8B
$23.1 Million 0.18% of portfolio
649,966
Q2 2025 Added 10.11%
$155B
$23.4 Million 0.18% of portfolio
189,797
Q2 2025 Reduced 5.21%
$8.71B
$23.4 Million 0.18% of portfolio
503,348
Q2 2025 Reduced 76.9%
$3.82B
$23 Million 0.18% of portfolio
1,689,122
Q2 2025 Added 72.49%
$210B
$22.2 Million 0.17% of portfolio
75,370
Q2 2025 Reduced 16.92%
$7.51B
$21.5 Million 0.17% of portfolio
226,615
Q2 2025 Reduced 77.23%
$12.1B
$22.4 Million 0.17% of portfolio
82,846
Q2 2025 New
$8.61B
$21.5 Million 0.17% of portfolio
106,258
Q2 2025 Added 85.94%
$83.2B
$22.4 Million 0.17% of portfolio
105,383
Q2 2025 New

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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