Institutional Ownership Westwood Holdings Group Inc (WHG)
This table provides information about the institutional ownership of Westwood Holdings Group Inc (WHG). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 4.72 Million shares, which have been reported (via 13F filing form) to have a value of $77.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
585,843
shares
|
$9.19 Million
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
446,700
shares
|
$7 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
420,128
shares
|
$6.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
375,157
shares
|
$5.88 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
361,996
shares
|
$5.68 Million
0.37% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Feb 14, 2025 Q4 2024 |
327,929
shares
|
$5.14 Million
0.1% of portfolio
|
Q4 2024
Reduced 28.28%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
258,805
shares
|
$4.06 Million
0.0% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
215,011
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
190,896
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 31.9%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
184,990
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.51%
|
|
|
Peapod Lane Capital LLC
Bedford Hills, NY |
Jan 29, 2025 Q4 2024 |
174,546
shares
|
$2.74 Million
2.51% of portfolio
|
Q4 2024
New holding
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
140,753
shares
|
$2.21 Million
0.91% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
103,873
shares
|
$1.63 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Aegis Financial Corp
Mc Lean, VA |
Feb 12, 2025 Q4 2024 |
100,002
shares
|
$1.57 Million
1.25% of portfolio
|
Q1 2023
Added 0.23%
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
86,811
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
80,812
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Feb 13, 2025 Q4 2024 |
72,921
shares
|
$1.14 Million
0.16% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
65,830
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
60,875
shares
|
$954,520
0.0% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
47,027
shares
|
$737,383
0.0% of portfolio
|
Q4 2024
Added 108.58%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
37,570
shares
|
$589,097
0.0% of portfolio
|
Q4 2024
Added 29.52%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
30,213
shares
|
$473,739
0.0% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
27,861
shares
|
$436,860
0.0% of portfolio
|
Q4 2024
Added 87.48%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
26,460
shares
|
$414,892
0.01% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,735
shares
|
$403,524
0.06% of portfolio
|
Q4 2023
Reduced 0.45%
|