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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.22B
$75.7 Million 0.7% of portfolio
1,179,927
Q2 2025 Added 3.23%
$61.1B
$75.7 Million 0.7% of portfolio
236,565
Q2 2025 Reduced 0.63%
$2.72B
$74.3 Million 0.69% of portfolio
340,363
Q2 2025 Reduced 15.09%
$2.08B
$74.4 Million 0.69% of portfolio
2,069,920
Q2 2025 Reduced 2.45%
$2.94B
$74.4 Million 0.69% of portfolio
1,314,731
Q2 2025 Added 10.82%
$2.5B
$74.3 Million 0.69% of portfolio
2,376,734
Q2 2025 Added 10.42%
$2.3B
$73.6 Million 0.68% of portfolio
3,943,404
Q2 2025 Reduced 0.05%
$6.4B
$73.6 Million 0.68% of portfolio
816,156
Q2 2025 Added 1,227.06%
$96.8B
$73.2 Million 0.68% of portfolio
696,705
Q2 2025 Added 5.18%
$592M
$72.7 Million 0.67% of portfolio
4,525,181
Q2 2025 Added 0.11%
$141B
$72.6 Million 0.67% of portfolio
1,045,840
Q2 2025 Reduced 11.28%
$1.12B
$73 Million 0.67% of portfolio
1,336,855
Q2 2025 Added 6.7%
$4.82B
$71.9 Million 0.66% of portfolio
768,970
Q2 2025 Added 11.85%
$4.65B
$71.8 Million 0.66% of portfolio
660,082
Q2 2025 Reduced 29.27%
$2.51B
$70.9 Million 0.66% of portfolio
3,737,214
Q2 2025 Added 7.29%
$3.25B
$70.4 Million 0.65% of portfolio
881,908
Q2 2025 Added 2.39%
$102B
$68.9 Million 0.64% of portfolio
750,229
Q2 2025 Reduced 13.69%
$99.5B
$68.7 Million 0.64% of portfolio
154,217
Q2 2025 Added 108.49%
$1.94B
$68.8 Million 0.64% of portfolio
2,426,373
Q2 2025 Reduced 18.54%
$25.9B
$67.9 Million 0.63% of portfolio
409,107
Q2 2025 Reduced 4.36%
$25.1B
$68.6 Million 0.63% of portfolio
314,564
Q2 2025 Reduced 14.47%
$150B
$66.9 Million 0.62% of portfolio
223,984
Q2 2025 Reduced 1.54%
$621B
$64.6 Million 0.6% of portfolio
132,939
Q2 2025 Reduced 44.68%
$1.65B
$64.4 Million 0.6% of portfolio
1,237,251
Q2 2025 Reduced 0.04%
$5.79B
$65.4 Million 0.6% of portfolio
894,825
Q2 2025 New
$1.42B
$59.1 Million 0.55% of portfolio
1,570,981
Q2 2025 Added 8.33%
$2.82B
$57.1 Million 0.53% of portfolio
604,002
Q2 2025 Reduced 7.09%
$1.77B
$57.7 Million 0.53% of portfolio
749,093
Q2 2025 Reduced 13.82%
$456B
$57.7 Million 0.53% of portfolio
365,136
Q2 2025 Reduced 2.8%
$3.22B
$57.4 Million 0.53% of portfolio
1,118,650
Q2 2025 Added 11.73%
$69.2B
$56.2 Million 0.52% of portfolio
469,535
Q2 2025 Reduced 0.07%
$8.01B
$56.5 Million 0.52% of portfolio
439,893
Q2 2025 Added 1.6%
$3.69T
$56.4 Million 0.52% of portfolio
274,881
Q2 2025 Added 42.97%
$3.88B
$54.7 Million 0.51% of portfolio
384,604
Q2 2025 Reduced 35.79%
$153B
$49.6 Million 0.46% of portfolio
97,590
Q2 2025 Added 215.72%
$1.24T
$45 Million 0.42% of portfolio
253,957
Q2 2025 Added 23.07%
$0
$44.7 Million 0.41% of portfolio
71,942
Q2 2025 Added 2.17%
$15.6B
$43.6 Million 0.4% of portfolio
96,756
Q2 2025 Reduced 61.67%
$8.74B
$42.4 Million 0.39% of portfolio
2,238,752
Q2 2025 Reduced 8.85%
$3.57B
$41.1 Million 0.38% of portfolio
986,505
Q2 2025 Reduced 46.34%
$146B
$41.2 Million 0.38% of portfolio
176,798
Q2 2025 Added 0.03%
$0
$41.5 Million 0.38% of portfolio
669,107
Q2 2025 Added 13.33%
$1.33B
$41.2 Million 0.38% of portfolio
424,967
Q2 2025 Reduced 5.38%
$2.16B
$40.2 Million 0.37% of portfolio
3,961,174
Q2 2025 Added 10.74%
$2.24B
$39.5 Million 0.37% of portfolio
892,376
Q2 2025 Reduced 10.21%
$94.7B
$39.3 Million 0.36% of portfolio
53,690
Q2 2025 Added 778.72%
$0
$38.9 Million 0.36% of portfolio
423,765
Q2 2025 Reduced 2.76%
$1.93B
$39.4 Million 0.36% of portfolio
493,125
Q2 2025 Reduced 23.1%
$4.1B
$37.8 Million 0.35% of portfolio
560,670
Q2 2025 Added 14.03%

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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