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 56 institutions that hold shares in the stock, with a total of 4.7 Million shares, which have been reported (via 13F filing form) to have a value of $86.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
588,720
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
444,000
shares
|
$8.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Settian Capital LP
|
Aug 06, 2025 Q2 2025 |
430,008
shares
|
$7.88 Million
5.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
401,658
shares
|
$7.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
386,042
shares
|
$7.07 Million
0.0% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
367,460
shares
|
$6.73 Million
0.41% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
278,279
shares
|
$5.1 Million
0.0% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
215,011
shares
|
$3.94 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
185,000
shares
|
$3.39 Million
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
161,205
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2025
Added 140.99%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
133,184
shares
|
$2.44 Million
0.98% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
103,873
shares
|
$1.9 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Aegis Financial Corp
Mc Lean, VA |
Aug 11, 2025 Q2 2025 |
99,926
shares
|
$1.83 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Peapod Lane Capital LLC
Bedford Hills, NY |
Jul 31, 2025 Q2 2025 |
87,068
shares
|
$1.6 Million
1.36% of portfolio
|
Q2 2025
Reduced 30.21%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
86,620
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
79,206
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
79,057
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 161.67%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
76,546
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 110.02%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Aug 13, 2025 Q2 2025 |
72,921
shares
|
$1.34 Million
0.16% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
62,650
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
48,223
shares
|
$883,445
0.0% of portfolio
|
Q2 2025
Reduced 74.55%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
31,168
shares
|
$570,997
0.01% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 05, 2025 Q2 2025 |
25,508
shares
|
$467,306
0.04% of portfolio
|
Q2 2023
Added 60.64%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
24,323
shares
|
$445,597
0.0% of portfolio
|
Q2 2025
Added 31.01%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
20,275
shares
|
$371,438
0.02% of portfolio
|
Q2 2025
Reduced 0.41%
|