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 |
|---|---|---|---|---|---|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
16,622
shares
|
$270,107
0.0% of portfolio
|
Q2 2025
Added 25.92%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
16,510
shares
|
$268,287
0.01% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
13,598
shares
|
$220,967
0.0% of portfolio
|
Q3 2025
Added 19.33%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
11,206
shares
|
$182,097
0.0% of portfolio
|
Q3 2025
Reduced 24.25%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Nov 12, 2025 Q3 2025 |
10,500
shares
|
$170,625
0.03% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
10,389
shares
|
$168,821
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
10,191
shares
|
$165,603
0.0% of portfolio
|
Q3 2025
Added 1763.07%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
8,261
shares
|
$134,241
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
7,384
shares
|
$119,990
0.0% of portfolio
|
Q3 2025
Reduced 21.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
7,171
shares
|
$116,528
0.0% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
5,170
shares
|
$84,012
0.0% of portfolio
|
Q3 2025
Reduced 20.01%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
3,600
shares
|
$58,500
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
3,531
shares
|
$57,378
0.0% of portfolio
|
Q3 2025
Reduced 13.24%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
1,901
shares
|
$30,891
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
829
shares
|
$13,471
0.0% of portfolio
|
Q3 2025
Reduced 98.28%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
761
shares
|
$12,366
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
675
shares
|
$10,968
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
670
shares
|
$10,887
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
667
shares
|
$10,838
0.0% of portfolio
|
Q3 2025
Added 8237.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
573
shares
|
$9,311
0.0% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
514
shares
|
$8,352
0.0% of portfolio
|
Q3 2025
Added 155.72%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
466
shares
|
$7,572
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
254
shares
|
$4,127
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
213
shares
|
$3,461
0.0% of portfolio
|
Q3 2025
Reduced 33.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
138
shares
|
$2,242
0.0% of portfolio
|
Q3 2025
New holding
|
|