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 50 institutions that hold shares in the stock, with a total of 4.57 Million shares, which have been reported (via 13F filing form) to have a value of $75.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
587,255
shares
|
$9.65 Million
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
453,180
shares
|
$7.45 Million
0.09% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
406,658
shares
|
$6.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
368,116
shares
|
$6.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
362,014
shares
|
$5.95 Million
0.43% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
May 15, 2025 Q1 2025 |
277,419
shares
|
$4.56 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
261,592
shares
|
$4.3 Million
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
215,011
shares
|
$3.53 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
189,516
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
185,000
shares
|
$3.04 Million
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
146,408
shares
|
$2.41 Million
1.06% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Peapod Lane Capital LLC
Bedford Hills, NY |
Apr 30, 2025 Q1 2025 |
124,754
shares
|
$2.05 Million
2.27% of portfolio
|
Q1 2025
Reduced 28.53%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
103,873
shares
|
$1.71 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Aegis Financial Corp
Mc Lean, VA |
May 09, 2025 Q1 2025 |
100,002
shares
|
$1.64 Million
1.38% of portfolio
|
Q1 2023
Added 0.23%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
86,811
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
84,203
shares
|
$1.38 Million
0.04% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
80,796
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 71.81%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
76,820
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 661.65%
|
|
|
De Lisle Partners LLP
Poole, X0 |
May 08, 2025 Q1 2025 |
72,921
shares
|
$1.2 Million
0.2% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
66,894
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
60,353
shares
|
$992,203
0.0% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
36,447
shares
|
$599,188
0.0% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
30,213
shares
|
$496,701
0.0% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
28,751
shares
|
$472,666
0.01% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
25,508
shares
|
$419,351
0.05% of portfolio
|
Q2 2023
Added 60.64%
|