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
$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%
$0
$19.7 Million 0.18% of portfolio
35,625
Q2 2025 Reduced 5.28%
$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%
$0
$17.4 Million 0.16% of portfolio
320,418
Q2 2025 Added 7.42%
$16.3B
$16.5 Million 0.15% of portfolio
294,198
Q2 2025 New
$8.98B
$16.7 Million 0.15% of portfolio
866,873
Q2 2025 Reduced 3.41%
$27.4B
$16.7 Million 0.15% of portfolio
264,886
Q2 2025 Added 5.27%
$89.6B
$16.3 Million 0.15% of portfolio
728,929
Q2 2025 Added 0.79%
$293B
$15.9 Million 0.15% of portfolio
228,963
Q2 2025 Added 5.31%
$0
$15.3 Million 0.14% of portfolio
78,882
Q2 2025 Reduced 6.5%
$17.7B
$14.4 Million 0.13% of portfolio
52,601
Q2 2025 Added 51.81%
$11.3B
$13.9 Million 0.13% of portfolio
78,219
Q2 2025 Reduced 12.28%
$27.1B
$13.8 Million 0.13% of portfolio
104,307
Q2 2025 Reduced 1.27%
$60B
$13.6 Million 0.13% of portfolio
59,958
Q2 2025 Added 8.1%
$11.2B
$14.1 Million 0.13% of portfolio
229,092
Q2 2025 Added 23.17%
$6.81B
$13.2 Million 0.12% of portfolio
579,142
Q2 2025 Added 27.16%
$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%
$70.9B
$12.9 Million 0.12% of portfolio
141,982
Q2 2025 Added 3,198.07%
$139B
$12.9 Million 0.12% of portfolio
104,904
Q2 2025 Added 69.08%
$261B
$12.3 Million 0.11% of portfolio
67,717
Q2 2025 Added 295.84%
$122B
$11.7 Million 0.11% of portfolio
134,161
Q2 2025 Added 8.35%
$0
$12 Million 0.11% of portfolio
27,303
Q2 2025 Reduced 5.71%
$127B
$10.9 Million 0.1% of portfolio
39,530
Q2 2025 Reduced 11.24%
$51B
$10.6 Million 0.1% of portfolio
142,671
Q2 2025 Reduced 5.94%
$0
$11.1 Million 0.1% of portfolio
75,028
Q2 2025 New
$1.51B
$11.2 Million 0.1% of portfolio
1,255,874
Q2 2025 Added 6.46%
$1.85B
$9.93 Million 0.09% of portfolio
231,169
Q2 2025 Added 5.6%
$16.3B
$8.63 Million 0.08% of portfolio
142,780
Q2 2025 Added 8.21%
$439B
$8.96 Million 0.08% of portfolio
9,052
Q2 2025 Reduced 10.9%
$38.1B
$8.86 Million 0.08% of portfolio
50,891
Q2 2025 Reduced 95.35%
$21.1B
$8.36 Million 0.08% of portfolio
120,698
Q2 2025 Reduced 2.85%
$7.37B
$8.82 Million 0.08% of portfolio
204,236
Q2 2025 Added 8.19%
$605M
$7.43 Million 0.07% of portfolio
314,306
Q2 2025 Added 1.08%
$3.25B
$7.7 Million 0.07% of portfolio
400,000
Q2 2025 Reduced 5.88%
$18.2B
$7.38 Million 0.07% of portfolio
50,032
Q2 2025 New
$0
$7.86 Million 0.07% of portfolio
92,213
Q2 2025 Reduced 5.96%
$59.7B
$7.12 Million 0.07% of portfolio
13,556
Q2 2025 Added 17.04%
$39.5B
$7.72 Million 0.07% of portfolio
10,558
Q2 2025 Added 0.87%
$55.6B
$6.76 Million 0.06% of portfolio
39,218
Q2 2025 Reduced 51.53%
$35.6B
$6.72 Million 0.06% of portfolio
95,442
Q2 2025 Reduced 87.43%
$15.3B
$7.01 Million 0.06% of portfolio
57,927
Q3 2024 Reduced 11.3%
$847M
$6.62 Million 0.06% of portfolio
110,000
Q1 2025 Reduced 2.74%
$97B
$6.2 Million 0.06% of portfolio
20,120
Q2 2025 Reduced 7.58%
$17.3B
$6.11 Million 0.06% of portfolio
80,534
Q2 2025 Reduced 21.56%

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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