Westwood Holdings Group Inc (WHG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

8,941,347Shares Outstanding
4,837,491Shares held by institutions
$89,009,834Value of institutional holdings
54.10%Institutional ownership %
9.10%Shares Changed QoQ
62No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Westwood Holdings Group Inc (NYSE:WHG) has 62 institutional investors that have filed 13F reports for the period ending December 2025.

68 Institutional Holders

4,837,491 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
Allspring Global Investments Holdings, LLC 31 Mar, 2026 613,114 6,302 1.04% $9,748,513.00
BlackRock, Inc. 31 Mar, 2026 509,415 -3,320 -0.65% $8,390,056.00
Settian Capital LP 31 Mar, 2026 470,515 0 0.00% $7,749,382.00
Westwood Holdings Group Inc 31 Mar, 2026 444,245 444,245 0.00% $7,316,722.00
GAMCO INVESTORS, INC. ET AL 31 Mar, 2026 443,800 0 0.00% $7,309,386.00
North Star Investment Management Corp. 31 Mar, 2026 380,809 8,816 2.37% $6,271,924.00
RENAISSANCE TECHNOLOGIES LLC 31 Mar, 2026 350,767 -22,691 -6.08% $5,777,132.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Mar, 2026 320,516 320,516 0.00% $5,278,899.00
DIMENSIONAL FUND ADVISORS LP 31 Mar, 2026 279,685 5,169 1.88% $4,606,608.00
KING LUTHER CAPITAL MANAGEMENT CORP 31 Mar, 2026 185,000 0 0.00% $3,046,950.00
GEODE CAPITAL MANAGEMENT, LLC 31 Mar, 2026 160,296 -2,870 -1.76% $2,641,542.00
Garner Asset Management Corp 31 Mar, 2026 111,016 -13,290 -10.69% $1,828,301.00
AEGIS FINANCIAL CORP 31 Mar, 2026 99,926 0 0.00% $1,645,781.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC 31 Mar, 2026 97,350 3,561 3.80% $1,603,355.00
State Street Corp 31 Mar, 2026 88,397 1,671 1.93% $1,469,043.00
GABELLI FUNDS LLC 31 Mar, 2026 82,210 5,004 6.48% $1,353,999.00
Peapod Lane Capital LLC 31 Mar, 2026 78,859 -9,821 -11.07% $1,295,320.00
Northern Trust Corp 31 Mar, 2026 69,256 3,522 5.36% $1,140,647.00
De Lisle Partners LLP 31 Mar, 2026 58,199 -721 -1.22% $955,865.00
Bank Of America Corp /De/ 31 Mar, 2026 55,856 1,018 1.86% $919,948.00