Westwood Holdings WHG Institutional Ownership

NYSE WHG

$19.65 +0.02 (+0.10%)

At close: Aug 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

68 Institutions

Increased 34 50.0%

Unchanged 11 16.2%

Reduced 23 33.8%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

62.19%

▲+4.29 pp QoQ

Shares Held by Institutions

5.29Mn

of 8.50Mn outstanding

▲+19.31% QoQ

Shares Outstanding

8.50Mn

3.21Mn held outside 13F filers

Institutional Investors

filed 13F for Mar 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+855.37K

accumulated since last quarter

Value of Holdings

$103.43Mn

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 31 Mar, 2026

Westwood Holdings Group Inc (NYSE:WHG) has 68 institutional investors with active 13F positions as of March 2026.

Collectively, these holders controlled 62.2% of Westwood Holdings's outstanding shares in March 2026, up from 57.9% in December 2025.
They increased total shares held in WHG by 19.31% quarter over quarter, and investors in Westwood Holdings increased 33.33% from a year ago.
Activity in WHG broke down as 34 buyers, 23 sellers, and 11 unchanged among 68 total holders.
Altogether, these fund groups held 5.29Mn shares in WHG by March 2026, up by 855.37K shares quarter on quarter, and up 573.61K shares year over year.
Allspring Global Investments Holdings, LLC is the top holder of Westwood Holdings as of March 31, 2026, with 613.11K shares representing 7.21% of outstanding stock.
Top purchasers of WHG stock for the quarter ending March 2026 included Westwood Holdings Group Inc (444.24K), VANGUARD CAPITAL MANAGEMENT LLC (320.52K), VANGUARD FIDUCIARY TRUST CO (46.45K), VANGUARD PORTFOLIO MANAGEMENT LLC (42.87K), Advisor OS, LLC (20.04K).
The largest sales of WHG for the quarter ending March 2026 came from RENAISSANCE TECHNOLOGIES LLC (22.69K), Garner Asset Management Corp (13.29K), Goldman Sachs Group Inc (10.82K), Peapod Lane Capital LLC (9.82K), Barclays Plc (9.64K).
Business Quant data shows the 10 biggest positions in Westwood Holdings as of March 2026 are held by Allspring Global Investments Holdings, LLC (613.11K), BlackRock, Inc. (509.42K), Settian Capital LP (470.52K), Westwood Holdings Group Inc (444.24K), GAMCO INVESTORS, INC. ET AL (443.8K), North Star Investment Management Corp. (380.81K), RENAISSANCE TECHNOLOGIES LLC (350.77K), VANGUARD CAPITAL MANAGEMENT LLC (320.52K), DIMENSIONAL FUND ADVISORS LP (279.68K), KING LUTHER CAPITAL MANAGEMENT CORP (185.0K).

Form 13F Holdings

68 Institutional Holders

Report period 31 Mar, 2026

Total shares held 5.29Mn

Of outstanding 62.19%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Allspring Global Investments Holdings, LLC	0001890906	613,114	7.21%	▲6,302	+1.04%	$9.75Mn
2	BlackRock, Inc.	0002012383	509,415	5.99%	▼3,320	-0.65%	$8.39Mn
3	Settian Capital LP	0001911113	470,515	5.54%	0	0.00%	$7.75Mn
4	Westwood Holdings Group Inc	0001165002	444,245	5.23%	▲444,245	0.00%	$7.32Mn
5	GAMCO INVESTORS, INC. ET AL	0000807249	443,800	5.22%	0	0.00%	$7.31Mn
6	North Star Investment Management Corp.	0001342857	380,809	4.48%	▲8,816	+2.37%	$6.27Mn
7	RENAISSANCE TECHNOLOGIES LLC	0001037389	350,767	4.13%	▼22,691	-6.08%	$5.78Mn
8	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	320,516	3.77%	▲320,516	0.00%	$5.28Mn
9	DIMENSIONAL FUND ADVISORS LP	0000354204	279,685	3.29%	▲5,169	+1.88%	$4.61Mn
10	KING LUTHER CAPITAL MANAGEMENT CORP	0000310051	185,000	2.18%	0	0.00%	$3.05Mn
11	GEODE CAPITAL MANAGEMENT, LLC	0001214717	160,296	1.89%	▼2,870	-1.76%	$2.64Mn
12	Garner Asset Management Corp	0001714093	111,016	1.31%	▼13,290	-10.69%	$1.83Mn
13	AEGIS FINANCIAL CORP	0001140753	99,926	1.18%	0	0.00%	$1.65Mn
14	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	97,350	1.15%	▲3,561	+3.80%	$1.60Mn
15	State Street Corp	0000093751	88,397	1.04%	▲1,671	+1.93%	$1.47Mn
16	GABELLI FUNDS LLC	0001081407	82,210	0.97%	▲5,004	+6.48%	$1.35Mn
17	Peapod Lane Capital LLC	0002050979	78,859	0.93%	▼9,821	-11.07%	$1.30Mn
18	Northern Trust Corp	0000073124	69,256	0.81%	▲3,522	+5.36%	$1.14Mn
19	De Lisle Partners LLP	0002011184	58,199	0.68%	▼721	-1.22%	$955.87K
20	Bank Of America Corp /De/	0000070858	55,856	0.66%	▲1,018	+1.86%	$919.95K

Showing 1 to 20 of 68 holders