Westwood Holdings WHG Institutional Ownership

NYSE WHG

$19.28 +0.65 (+3.49%)

As of: Oct 1, 2026 · 1:25 PM EDT

Institutions by Trading Activity

73 Institutions

Increased 41 56.2%

Unchanged 13 17.8%

Reduced 19 26.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

63.20%

▲+1.01 pp QoQ

Shares Held by Institutions

5.46Mn

of 8.64Mn outstanding

▲+3.61% QoQ

Shares Outstanding

8.64Mn

3.18Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

+190.45K

accumulated since last quarter

Value of Holdings

$102.98Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Westwood Holdings Group Inc (NYSE:WHG) is held by 73 institutional investors per 13F filings through June 2026.

These investors collectively held 63.2% of Westwood Holdings's outstanding shares in June 2026, up from 62.2% in March 2026.
They increased total shares held in Westwood Holdings by 3.61% from last quarter, and the number of investors in WHG increased 28.07% annually.
Of these 73 funds, 41 grew their exposure to Westwood Holdings, 19 cut back, and 13 maintained positions.
Institutional investors collectively held 5.46Mn shares in Westwood Holdings as of June 2026, up by 190.45K shares quarter on quarter, and up 570.92K shares year over year.
As of June 30, 2026, the biggest holder of Westwood Holdings is Allspring Global Investments Holdings, LLC at 592.57K shares, representing 6.85% of shares outstanding.
The largest buyers of Westwood Holdings for the quarter ending June 2026 were Westwood Holdings Group Inc (74.72K), BlackRock, Inc. (72.81K), Sixth Street Partners Management Company, L.P. (18.19K), Nuveen, LLC (14.76K), GEODE CAPITAL MANAGEMENT, LLC (12.18K).
The biggest sellers of Westwood Holdings for the quarter ending June 2026 included RENAISSANCE TECHNOLOGIES LLC (22.21K), Allspring Global Investments Holdings, LLC (20.55K), Garner Asset Management Corp (16.6K), Northern Trust Corp (13.72K), Bank Of America Corp /De/ (9.55K).
According to Business Quant data, leading holders of WHG for June 2026 are Allspring Global Investments Holdings, LLC (592.57K), BlackRock, Inc. (582.22K), Westwood Holdings Group Inc (518.97K), Settian Capital LP (470.52K), GAMCO INVESTORS, INC. ET AL (443.8K), North Star Investment Management Corp. (387.8K), RENAISSANCE TECHNOLOGIES LLC (328.56K), VANGUARD CAPITAL MANAGEMENT LLC (327.03K), DIMENSIONAL FUND ADVISORS LP (284.45K), KING LUTHER CAPITAL MANAGEMENT CORP (185.0K).

Form 13F Holdings

73 Institutional Holders

Report period 30 Jun, 2026

Total shares held 5.46Mn

Of outstanding 63.20%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Allspring Global Investments Holdings, LLC	0001890906	592,567	6.85%	▼20,547	-3.35%	$11.39Mn
2	BlackRock, Inc.	0002012383	582,224	6.74%	▲72,809	+14.29%	$11.16Mn
3	Westwood Holdings Group Inc	0001165002	518,966	6.00%	▲74,721	+16.82%	$9.94Mn
4	Settian Capital LP	0001911113	470,515	5.44%	0	0.00%	$9.02Mn
5	GAMCO INVESTORS, INC. ET AL	0000807249	443,800	5.13%	0	0.00%	$8.50Mn
6	North Star Investment Management Corp.	0001342857	387,800	4.49%	▲6,991	+1.84%	$7.43Mn
7	RENAISSANCE TECHNOLOGIES LLC	0001037389	328,558	3.80%	▼22,209	-6.33%	$6.30Mn
8	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	327,032	3.78%	▲6,516	+2.03%	$6.27Mn
9	DIMENSIONAL FUND ADVISORS LP	0000354204	284,446	3.29%	▲4,761	+1.70%	$5.45Mn
10	KING LUTHER CAPITAL MANAGEMENT CORP	0000310051	185,000	2.14%	0	0.00%	$3.54Mn
11	GEODE CAPITAL MANAGEMENT, LLC	0001214717	172,481	2.00%	▲12,185	+7.60%	$3.31Mn
12	AEGIS FINANCIAL CORP	0001140753	99,926	1.16%	0	0.00%	$1.91Mn
13	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	99,460	1.15%	▲2,110	+2.17%	$1.91Mn
14	Garner Asset Management Corp	0001714093	94,418	1.09%	▼16,598	-14.95%	$1.81Mn
15	State Street Corp	0000093751	86,997	1.01%	▼1,400	-1.58%	$1.68Mn
16	GABELLI FUNDS LLC	0001081407	82,210	0.95%	0	0.00%	$1.58Mn
17	Peapod Lane Capital LLC	0002050979	80,120	0.93%	▲1,261	+1.60%	$1.54Mn
18	Northern Trust Corp	0000073124	55,531	0.64%	▼13,725	-19.82%	$1.06Mn
19	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	50,013	0.58%	▲7,147	+16.67%	$958.25K
20	De Lisle Partners LLP	0002011184	50,012	0.58%	▼8,187	-14.07%	$959.60K

Showing 1 to 20 of 73 holders