Westwood Holdings Group Inc (WHG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

408,746Shares held by institutions

$6,846,496Value of institutional holdings

56.02%Institutional ownership %

16.53%Shares Changed QoQ

57No. 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.

Their combined ownership stood at 54.1% of outstanding shares in December 2025, up from 49.9% in September 2025.
They increased total shares held in Westwood Holdings by 9.1% from last quarter, and the number of investors in WHG increased 21.57% annually.
Of these 62 holders, 29 added to their stakes in Westwood Holdings, 18 trimmed positions, and 15 made no changes.
Combined, these investors held 4.84Mn shares in WHG for December 2025, up by 403.56K shares quarter on quarter, and up 107.35K shares year over year.
As of December 31, 2025, the biggest holder of Westwood Holdings is Allspring Global Investments Holdings, LLC at 606.81K shares, representing 6.79% of shares outstanding.
The biggest buyers of Westwood Holdings for the quarter ending December 2025 included GAMCO INVESTORS, INC. ET AL (443.8K), BlackRock, Inc. (23.6K), Allspring Global Investments Holdings, LLC (13.06K), Goldman Sachs Group Inc (11.54K), Sei Investments Co (6.62K).
Top sellers of WHG stock for the quarter ending December 2025 included Bank Of America Corp /De/ (61.21K), RENAISSANCE TECHNOLOGIES LLC (15.2K), De Lisle Partners LLP (14.0K), Jpmorgan Chase & Co (11.78K), Garner Asset Management Corp (10.9K).
According to Business Quant data, leading holders of WHG for December 2025 are Allspring Global Investments Holdings, LLC (606.81K), BlackRock, Inc. (512.74K), Settian Capital LP (470.52K), GAMCO INVESTORS, INC. ET AL (443.8K), VANGUARD GROUP INC (398.35K), RENAISSANCE TECHNOLOGIES LLC (373.46K), North Star Investment Management Corp. (371.99K), DIMENSIONAL FUND ADVISORS LP (274.52K), KING LUTHER CAPITAL MANAGEMENT CORP (185.0K), GEODE CAPITAL MANAGEMENT, LLC (163.17K).

62 Institutional Holders

408,746 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	23,598	4.82%	$0.00
GAMCO INVESTORS, INC. ET AL	31 Dec, 2025	443,800	0.00%	$0.00
Allspring Global Investments Holdings, LLC	31 Dec, 2025	13,059	2.20%	$0.00
Barclays Plc	31 Dec, 2025	102	0.83%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	1,089	0.27%	$0.00
Settian Capital LP	31 Dec, 2025	0	0.00%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	148	0.00%	$0.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	-15,200	-3.91%	$0.00
Garner Asset Management Corp	31 Dec, 2025	-10,905	-8.07%	$0.00
North Star Investment Management Corp.	31 Dec, 2025	4,516	1.23%	$0.00
Peapod Lane Capital LLC	31 Dec, 2025	642	0.73%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,428	0.52%	$0.00
De Lisle Partners LLP	31 Dec, 2025	-14,001	-19.20%	$0.00
KING LUTHER CAPITAL MANAGEMENT CORP	31 Dec, 2025	0	0.00%	$0.00
Prosperity Consulting Group, LLC	31 Dec, 2025	-1,233	-7.47%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	896	0.55%	$0.00
UBS Group AG	31 Dec, 2025	-1,330	-25.73%	$0.00
AEGIS FINANCIAL CORP	31 Dec, 2025	0	0.00%	$0.00
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31 Dec, 2025	-39	-1.10%	$0.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	3,368	3.72%	$0.00

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