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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$225 Million 2.09% of portfolio
3,955,066
Q2 2025 Added 25.13%
$0
$44.7 Million 0.41% of portfolio
71,942
Q2 2025 Added 2.17%
$0
$41.5 Million 0.38% of portfolio
669,107
Q2 2025 Added 13.33%
$0
$38.9 Million 0.36% of portfolio
423,765
Q2 2025 Reduced 2.76%
$0
$35.1 Million 0.33% of portfolio
56,887
Q2 2025 Added 185.19%
$0
$31.3 Million 0.29% of portfolio
150,143
Q2 2025 Reduced 0.92%
$0
$23.6 Million 0.22% of portfolio
267,940
Q2 2025 Reduced 0.55%
$0
$19.7 Million 0.18% of portfolio
35,625
Q2 2025 Reduced 5.28%
$0
$17.4 Million 0.16% of portfolio
320,418
Q2 2025 Added 7.42%
$0
$15.3 Million 0.14% of portfolio
78,882
Q2 2025 Reduced 6.5%
$0
$13.4 Million 0.12% of portfolio
163,786
Q2 2025 Reduced 1.68%
$0
$13.1 Million 0.12% of portfolio
131,825
Q2 2025 Added 8.05%
$0
$12 Million 0.11% of portfolio
27,303
Q2 2025 Reduced 5.71%
$0
$11.1 Million 0.1% of portfolio
75,028
Q2 2025 New
$0
$7.86 Million 0.07% of portfolio
92,213
Q2 2025 Reduced 5.96%
$0
$6.61 Million 0.06% of portfolio
27,903
Q2 2025 Reduced 0.64%
$0
$5.42 Million 0.05% of portfolio
71,250
Q2 2025 Reduced 1.71%
$0
$5.78 Million 0.05% of portfolio
38,421
Q2 2025 Reduced 1.93%
$0
$4.78 Million 0.04% of portfolio
36,450
Q2 2025 Added 1.67%
$0
$3.38 Million 0.03% of portfolio
30,866
Q2 2025 Reduced 4.45%
$0
$2.16 Million 0.02% of portfolio
27,878
Q2 2025 Reduced 4.43%
$0
$1.78 Million 0.02% of portfolio
4,190
Q2 2025 Reduced 12.58%
$0
$1.12 Million 0.01% of portfolio
1,969
Q2 2025 Reduced 5.34%
$0
$740,000 0.01% of portfolio
13,808
Q2 2025 Reduced 44.07%
$0
$557,000 0.01% of portfolio
5,943
Q2 2025 Added 144.57%
$0
$1.18 Million 0.01% of portfolio
38,444
Q2 2025 Reduced 3.41%
$0
$1.2 Million 0.01% of portfolio
5,544
Q2 2025 Reduced 0.07%
$0
$497,000 0.0% of portfolio
7,202
Q2 2025 Added 2.16%
$0
$383,000 0.0% of portfolio
578
Q2 2025 Reduced 52.35%
$0
$260,000 0.0% of portfolio
3,536
Q2 2025 New
$0
$327,000 0.0% of portfolio
5,113
Q4 2022 New
$0
$228,000 0.0% of portfolio
753
Q2 2025 New
$0
$228,000 0.0% of portfolio
1,987
Q2 2025 Reduced 26.35%
$0
$428,000 0.0% of portfolio
16,163
Q4 2024 Added 199.98%
$0
$394,000 0.0% of portfolio
3,586
Q2 2025 Reduced 8.47%
$0
$269,000 0.0% of portfolio
2,875
Q4 2024 Reduced 2.21%
$0
$228,000 0.0% of portfolio
2,724
Q1 2025 New
$0
$292,000 0.0% of portfolio
3,270
Q2 2025 Reduced 2.24%
$0
$399,000 0.0% of portfolio
4,952
Q2 2025 Added 0.1%
$0
$526,000 0.0% of portfolio
4,822
Q2 2025 Reduced 31.78%
$0
$272,000 0.0% of portfolio
2,993
Q3 2023 New
$0
$218,000 0.0% of portfolio
1,770
Q4 2023 New
$0
$219,000 0.0% of portfolio
3,559
Q2 2025 Reduced 13.74%
$0
$209,000 0.0% of portfolio
2,599
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
Track This Portfolio

Track Westwood Holdings Group Inc Portfolio

Follow Westwood Holdings Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westwood Holdings Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Westwood Holdings Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email