Westwood Holdings Group Inc (WHG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

8,941,347Shares Outstanding

4,849,108Shares held by institutions

$78,458,567Value of institutional holdings

54.23%Institutional ownership %

9.06%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.

These investors collectively held 54.1% of Westwood Holdings's outstanding shares in December 2025, up from 49.9% in September 2025.
They increased total shares held in Westwood Holdings by 9.1% from the prior quarter, while the number of investors in WHG increased 21.57% year over year.
During the quarter, 29 of these 62 funds increased positions in WHG, 18 reduced exposure, and 15 held steady.
The aggregate institutional position in Westwood Holdings amounted to 4.84Mn shares as of December 2025, up by 403.56K shares quarter on quarter, and up 107.35K shares year over year.
As of December 31, 2025, Allspring Global Investments Holdings, LLC held the largest stake in Westwood Holdings with 606.81K shares, accounting for 6.79% of total shares outstanding.
Top purchasers of WHG stock for the quarter ending December 2025 included GAMCO INVESTORS, INC. ET AL (443.8K), BlackRock, Inc. (23.6K), Goldman Sachs Group Inc (23.09K), Allspring Global Investments Holdings, LLC (13.06K), Sei Investments Co (6.62K).
The largest sales of WHG for the quarter ending December 2025 came from Bank Of America Corp /De/ (61.21K), RENAISSANCE TECHNOLOGIES LLC (15.2K), De Lisle Partners LLP (14.0K), Jpmorgan Chase & Co (11.78K), Barclays Plc (11.1K).
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

4,849,108 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Allspring Global Investments Holdings, LLC	31 Dec, 2025	606,812	13,059	2.20%	$10,698,096.00
BlackRock, Inc.	31 Dec, 2025	512,735	23,598	4.82%	$8,824,161.00
Settian Capital LP	31 Dec, 2025	470,515	0	0.00%	$8,097,563.00
GAMCO INVESTORS, INC. ET AL	31 Dec, 2025	443,800	443,800	0.00%	$7,637,798.00
VANGUARD GROUP INC	31 Dec, 2025	398,354	1,089	0.27%	$6,855,673.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	373,458	-15,200	-3.91%	$6,427,212.00
North Star Investment Management Corp.	31 Dec, 2025	371,993	4,516	1.23%	$6,402,004.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	274,516	1,428	0.52%	$4,724,329.00
KING LUTHER CAPITAL MANAGEMENT CORP	31 Dec, 2025	185,000	0	0.00%	$3,183,850.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	163,166	896	0.55%	$2,808,438.00
Garner Asset Management Corp	31 Dec, 2025	124,306	-10,905	-8.07%	$2,139,304.00
AEGIS FINANCIAL CORP	31 Dec, 2025	99,926	0	0.00%	$1,719,726.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	93,789	3,368	3.72%	$1,614,109.00
Peapod Lane Capital LLC	31 Dec, 2025	88,680	642	0.73%	$1,526,186.00
State Street Corp	31 Dec, 2025	86,726	5,447	6.70%	$1,504,795.00
GABELLI FUNDS LLC	31 Dec, 2025	77,206	0	0.00%	$1,328,715.00
Northern Trust Corp	31 Dec, 2025	65,734	-4,949	-7.00%	$1,131,282.00
De Lisle Partners LLP	31 Dec, 2025	58,920	-14,001	-19.20%	$1,020,740.00
Bank Of America Corp /De/	31 Dec, 2025	54,838	-61,214	-52.75%	$943,761.00
Empowered Funds, LLC	31 Dec, 2025	38,337	3,368	9.63%	$659,780.00

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