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
$120B
$6.63 Million 0.06% of portfolio
73,886
Q2 2025 Reduced 12.26%
$112B
$6.53 Million 0.06% of portfolio
17,047
Q2 2025 Reduced 2.83%
$23.5B
$6.46 Million 0.06% of portfolio
10,890
Q2 2025 Added 48.79%
$0
$6.61 Million 0.06% of portfolio
27,903
Q2 2025 Reduced 0.64%
$12B
$5.09 Million 0.05% of portfolio
70,139
Q2 2025 New
$0
$5.09 Million 0.05% of portfolio
37,795
Q2 2025 Reduced 1.61%
$57.4B
$5.1 Million 0.05% of portfolio
20,925
Q2 2025 Reduced 97.44%
$0
$5.42 Million 0.05% of portfolio
71,250
Q2 2025 Reduced 1.71%
$150B
$5.75 Million 0.05% of portfolio
29,127
Q2 2025 Reduced 0.07%
$11.9B
$5.15 Million 0.05% of portfolio
52,416
Q2 2025 Reduced 7.74%
$31.7B
$5.16 Million 0.05% of portfolio
158,264
Q2 2025 New
$0
$5.78 Million 0.05% of portfolio
38,421
Q2 2025 Reduced 1.93%
$24.4B
$5.54 Million 0.05% of portfolio
23,046
Q2 2023 Added 7.0%
$92.8B
$5.83 Million 0.05% of portfolio
16,970
Q2 2025 Reduced 10.59%
$19B
$5.83 Million 0.05% of portfolio
226,761
Q1 2025 Reduced 2.06%
$0
$4.78 Million 0.04% of portfolio
36,450
Q2 2025 Added 1.67%
$13.5B
$4.38 Million 0.04% of portfolio
70,176
Q2 2025 New
$87.2B
$4.51 Million 0.04% of portfolio
23,254
Q2 2025 Added 18.97%
$423B
$4.37 Million 0.04% of portfolio
6
Q3 2022 Reduced 33.33%
$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%
$0
$3.38 Million 0.03% of portfolio
30,866
Q2 2025 Reduced 4.45%
$1.2B
$3.17 Million 0.03% of portfolio
131,991
Q2 2025 Reduced 84.32%
$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%
$0
$2.16 Million 0.02% of portfolio
27,878
Q2 2025 Reduced 4.43%
$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%

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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