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 60 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $66.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
593,753
shares
|
$9.65 Million
0.02% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Settian Capital LP
|
Nov 07, 2025 Q3 2025 |
470,515
shares
|
$7.65 Million
5.67% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
397,265
shares
|
$6.46 Million
0.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
388,658
shares
|
$6.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
367,477
shares
|
$5.97 Million
0.41% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
273,088
shares
|
$4.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
215,011
shares
|
$3.49 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
185,000
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
162,270
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
135,211
shares
|
$2.2 Million
0.93% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Aegis Financial Corp
Mc Lean, VA |
Nov 12, 2025 Q3 2025 |
99,926
shares
|
$1.62 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
90,421
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Peapod Lane Capital LLC
Bedford Hills, NY |
Nov 10, 2025 Q3 2025 |
88,038
shares
|
$1.43 Million
1.3% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
81,279
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
77,206
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Nov 13, 2025 Q3 2025 |
72,921
shares
|
$1.18 Million
0.15% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
70,683
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
58,026
shares
|
$942,922
0.0% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
34,969
shares
|
$568,246
0.01% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
25,508
shares
|
$414,505
0.04% of portfolio
|
Q2 2023
Added 60.64%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
20,220
shares
|
$328,575
0.02% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
18,344
shares
|
$298,090
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
17,659
shares
|
$286,958
0.0% of portfolio
|
Q3 2025
Reduced 27.4%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
17,556
shares
|
$285,285
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
17,495
shares
|
$284,293
0.0% of portfolio
|
Q3 2025
Added 33.25%
|
|