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
$2.79B
$4.09 Million 0.04% of portfolio
350,182
Q2 2025 Added 0.05%
$36.7B
$4.51 Million 0.04% of portfolio
36,761
Q2 2025 Reduced 11.32%
$76.4B
$4.8 Million 0.04% of portfolio
31,248
Q2 2025 New
$26.1B
$4.1 Million 0.04% of portfolio
20,168
Q2 2025 Added 0.77%
$203B
$4.33 Million 0.04% of portfolio
149,755
Q2 2025 Reduced 4.01%
$112B
$3.79 Million 0.04% of portfolio
13,065
Q2 2025 Added 101.37%
$42.2B
$3.44 Million 0.03% of portfolio
38,933
Q2 2025 Added 39.8%
$152B
$3.59 Million 0.03% of portfolio
12,873
Q2 2025 Reduced 17.51%
$1.78T
$2.89 Million 0.03% of portfolio
3,917
Q2 2025 Reduced 68.97%
$33.1B
$3.71 Million 0.03% of portfolio
45,509
Q2 2025 Reduced 98.09%
$10.2B
$3.64 Million 0.03% of portfolio
30,000
Q2 2025 New
$86.8B
$3.54 Million 0.03% of portfolio
24,933
Q2 2025 Added 7.25%
$684B
$3.43 Million 0.03% of portfolio
15,670
Q2 2025 Reduced 12.04%
$56B
$2.83 Million 0.03% of portfolio
7,496
Q2 2025 Added 1.32%
$22.2B
$3.16 Million 0.03% of portfolio
17,711
Q2 2025 Reduced 11.58%
$7.03B
$3.32 Million 0.03% of portfolio
19,891
Q2 2025 Reduced 2.76%
$53.7B
$3.75 Million 0.03% of portfolio
206,578
Q2 2025 Reduced 98.77%
$306B
$3.14 Million 0.03% of portfolio
44,409
Q2 2025 Reduced 9.12%
$608B
$3.59 Million 0.03% of portfolio
4,600
Q2 2025 Reduced 9.43%
$306B
$2.81 Million 0.03% of portfolio
10,935
Q2 2025 Reduced 2.42%
$2.41B
$2.69 Million 0.02% of portfolio
84,141
Q2 2025 New
$218B
$2.64 Million 0.02% of portfolio
6,807
Q2 2025 Added 16.42%
$12.4B
$1.66 Million 0.02% of portfolio
5,704
Q2 2025 New
$59.7B
$1.92 Million 0.02% of portfolio
65,326
Q2 2025 Reduced 98.99%
$203B
$2.32 Million 0.02% of portfolio
29,359
Q2 2025 Reduced 79.61%
$84.1B
$2.48 Million 0.02% of portfolio
36,716
Q2 2025 Added 706.77%
$182B
$2.37 Million 0.02% of portfolio
54,752
Q2 2025 Added 9.04%
$13.8B
$2.07 Million 0.02% of portfolio
12,662
Q2 2025 Reduced 1.84%
$1.59B
$2 Million 0.02% of portfolio
118,062
Q2 2025 Reduced 25.6%
$139B
$1.73 Million 0.02% of portfolio
8,272
Q2 2025 New
$68.2B
$2.46 Million 0.02% of portfolio
79,256
Q2 2025 Reduced 98.62%
$95.8B
$2.13 Million 0.02% of portfolio
47,071
Q2 2025 Reduced 96.26%
$18.8B
$2.59 Million 0.02% of portfolio
44,486
Q2 2025 Added 7.73%
$78.6B
$2.68 Million 0.02% of portfolio
20,119
Q2 2025 Added 12.38%
$4.42B
$1.48 Million 0.01% of portfolio
30,514
Q2 2025 Reduced 21.89%
$61.8B
$1.02 Million 0.01% of portfolio
4,553
Q2 2025 Reduced 24.84%
$52.5B
$1.09 Million 0.01% of portfolio
5,304
Q2 2025 Reduced 23.02%
$182B
$656,000 0.01% of portfolio
1,245
Q2 2025 Added 1.38%
$99.2B
$778,000 0.01% of portfolio
2,824
Q2 2025 Reduced 13.24%
$95.5B
$1.16 Million 0.01% of portfolio
12,406
Q2 2025 Reduced 29.79%
$45.7B
$1.39 Million 0.01% of portfolio
3,957
Q2 2025 Added 13.19%
$351B
$1.59 Million 0.01% of portfolio
8,581
Q2 2025 Reduced 2.54%
$3.27B
$620,000 0.01% of portfolio
3,085
Q2 2025 Added 71.48%
$182B
$737,000 0.01% of portfolio
7,907
Q2 2025 New
$39.2B
$1.19 Million 0.01% of portfolio
3,575
Q2 2025 Reduced 26.68%
$19.8B
$832,000 0.01% of portfolio
22,187
Q2 2025 Reduced 98.45%
$1.13B
$696,000 0.01% of portfolio
24,635
Q2 2025 Added 4.86%
$368B
$1.26 Million 0.01% of portfolio
7,898
Q2 2025 Reduced 0.68%
$325M
$1.13 Million 0.01% of portfolio
150,735
Q2 2024 Reduced 45.33%

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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