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
$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%
$0
$1.78 Million 0.02% of portfolio
4,190
Q2 2025 Reduced 12.58%
$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%
$0
$1.12 Million 0.01% of portfolio
1,969
Q2 2025 Reduced 5.34%
$45.7B
$1.39 Million 0.01% of portfolio
3,957
Q2 2025 Added 13.19%
$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%
$51.4B
$598,000 0.01% of portfolio
4,451
Q2 2025 Added 12.4%
$12.3B
$581,000 0.01% of portfolio
8,164
Q2 2025 New
$46.7B
$697,000 0.01% of portfolio
20,627
Q2 2025 Reduced 91.38%
$118B
$625,000 0.01% of portfolio
10,661
Q2 2025 Reduced 4.7%
$12.3B
$823,000 0.01% of portfolio
44,938
Q2 2025 Reduced 97.35%
$10.6B
$861,000 0.01% of portfolio
62,671
Q2 2025 Reduced 28.4%
$70.6B
$707,000 0.01% of portfolio
6,723
Q2 2025 Reduced 25.37%
$57.7B
$971,000 0.01% of portfolio
8,140
Q2 2025 Added 0.83%
$2.04B
$543,000 0.01% of portfolio
31,531
Q2 2025 Reduced 98.58%
$57.3B
$1.39 Million 0.01% of portfolio
7,112
Q2 2025 Reduced 23.4%
$112B
$558,000 0.01% of portfolio
36,940
Q2 2025 Reduced 4.37%
$2.29B
$566,000 0.01% of portfolio
17,115
Q1 2022 Reduced 28.69%
$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%
$12.3B
$973,000 0.01% of portfolio
4,919
Q2 2025 Added 0.41%
$222B
$679,000 0.01% of portfolio
2,327
Q2 2025 Added 9.66%
$548B
$651,000 0.01% of portfolio
1,160
Q2 2025 Added 4.6%
$187B
$860,000 0.01% of portfolio
2,123
Q2 2025 Reduced 4.46%
$0
$1.18 Million 0.01% of portfolio
38,444
Q2 2025 Reduced 3.41%
$4.31B
$1.56 Million 0.01% of portfolio
29,030
Q2 2025 Added 13.42%
$79.3B
$702,000 0.01% of portfolio
4,229
Q2 2025 Added 5.62%
$0
$1.2 Million 0.01% of portfolio
5,544
Q2 2025 Reduced 0.07%
$104B
$714,000 0.01% of portfolio
23,872
Q2 2025 Reduced 11.31%
$51.7B
$1.13 Million 0.01% of portfolio
4,485
Q2 2025 Reduced 5.92%
$26.8B
$755,000 0.01% of portfolio
8,602
Q2 2025 Reduced 13.38%
$6.45B
$718,000 0.01% of portfolio
22,456
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
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