Westwood Holdings Group Inc Portfolio Holdings

Westwood Holdings Group Inc

  • $13 Billion
  • Q3 2025

Westwood Holdings Group Inc has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $13 Billion distributed in 489 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Energy Transfer LP with a value of $290M, Williams Companies, Inc. with a value of $263M, Vanguard Ftse Developed Market with a value of $259M, Kinder Morgan, Inc. with a value of $238M, and Cheniere Energy, Inc. with a value of $189M.

Examining the 13F form we can see an decrease of $132M in the current position value, from $13.2B to 13B.

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 $13 Billion
Energy: $2.84 Billion
Financial Services: $2.07 Billion
Industrials: $1.44 Billion
Consumer Cyclical: $1.19 Billion
Technology: $1.14 Billion
Real Estate: $812 Million
Healthcare: $774 Million
ETFs: $728 Million
Other: $2.04 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$259 Million 1.99% of portfolio
4,325,714
Q3 2025 Added 9.37%
$0
$58.1 Million 0.45% of portfolio
87,246
Q3 2025 Added 53.37%
$0
$46.3 Million 0.36% of portfolio
69,192
Q3 2025 Reduced 3.82%
$0
$40 Million 0.31% of portfolio
66,648
Q3 2025 Added 87.08%
$0
$39 Million 0.3% of portfolio
597,364
Q3 2025 Reduced 10.72%
$0
$23 Million 0.18% of portfolio
300,933
Q3 2025 New
$0
$21.6 Million 0.17% of portfolio
106,179
Q3 2025 Added 34.6%
$0
$22.7 Million 0.17% of portfolio
365,700
Q3 2025 New
$0
$19.2 Million 0.15% of portfolio
334,577
Q3 2025 Added 4.42%
$0
$15 Million 0.12% of portfolio
64,220
Q3 2025 Reduced 57.23%
$0
$13.8 Million 0.11% of portfolio
241,275
Q3 2025 Reduced 0.26%
$0
$14 Million 0.11% of portfolio
160,671
Q3 2025 Reduced 1.9%
$0
$12.8 Million 0.1% of portfolio
26,656
Q3 2025 Reduced 2.37%
$0
$12.9 Million 0.1% of portfolio
140,478
Q3 2025 Reduced 66.85%
$0
$13.2 Million 0.1% of portfolio
132,100
Q3 2025 Added 0.21%
$0
$12 Million 0.09% of portfolio
101,463
Q3 2025 New
$0
$11 Million 0.08% of portfolio
122,845
Q3 2025 New
$0
$10.3 Million 0.08% of portfolio
201,968
Q3 2025 New
$0
$7.71 Million 0.06% of portfolio
104,512
Q3 2025 New
$0
$8.31 Million 0.06% of portfolio
93,005
Q3 2025 Added 0.86%
$0
$7.41 Million 0.06% of portfolio
138,837
Q3 2025 New
$0
$7.27 Million 0.06% of portfolio
38,299
Q3 2025 New
$0
$7.06 Million 0.05% of portfolio
27,761
Q3 2025 Reduced 0.51%
$0
$6.24 Million 0.05% of portfolio
37,940
Q3 2025 Reduced 1.25%
$0
$5.49 Million 0.04% of portfolio
61,448
Q3 2025 Reduced 77.07%
$0
$5.02 Million 0.04% of portfolio
36,450
Q2 2025 Added 1.67%
$0
$3.93 Million 0.03% of portfolio
35,259
Q3 2025 Added 14.23%
$0
$2.09 Million 0.02% of portfolio
4,471
Q3 2025 Added 6.71%
$0
$1.19 Million 0.01% of portfolio
1,948
Q3 2025 Reduced 1.07%
$0
$734,000 0.01% of portfolio
9,043
Q3 2025 Added 82.61%
$0
$1.34 Million 0.01% of portfolio
5,544
Q2 2025 Reduced 0.07%
$0
$751,000 0.01% of portfolio
14,001
Q3 2025 Added 1.4%
$0
$1.42 Million 0.01% of portfolio
44,869
Q3 2025 Added 16.71%
$0
$352,000 0.0% of portfolio
5,113
Q4 2022 New
$0
$219,000 0.0% of portfolio
668
Q3 2025 Reduced 11.29%
$0
$540,000 0.0% of portfolio
6,853
Q3 2025 New
$0
$255,000 0.0% of portfolio
3,612
Q3 2025 New
$0
$529,000 0.0% of portfolio
7,202
Q2 2025 Added 2.16%
$0
$297,000 0.0% of portfolio
399
Q3 2025 Reduced 30.97%
$0
$432,000 0.0% of portfolio
3,586
Q2 2025 Reduced 8.47%
$0
$225,000 0.0% of portfolio
3,402
Q3 2025 Reduced 4.41%
$0
$286,000 0.0% of portfolio
2,993
Q3 2023 New
$0
$229,000 0.0% of portfolio
1,770
Q4 2023 New
$0
$226,000 0.0% of portfolio
2,599
Q2 2025 New
$0
$273,000 0.0% of portfolio
2,875
Q4 2024 Reduced 2.21%
$0
$346,000 0.0% of portfolio
7,500
Q3 2025 New
$0
$249,000 0.0% of portfolio
1,987
Q2 2025 Reduced 26.35%
$0
$597,000 0.0% of portfolio
5,028
Q3 2025 Added 4.27%
$0
$229,000 0.0% of portfolio
2,410
Q3 2025 Reduced 59.45%

Summary

  • Portfolio
  • No. of Stocks 489
  • Current Value $13 Billion
  • Prior Value $13.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 53 stocks
  • Additional Purchases 148 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 217 stocks
Track This Portfolio

Track Westwood Holdings Group Inc Portfolio

Follow Westwood Holdings Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westwood Holdings Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Westwood Holdings Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email