Westwood Holdings Group Inc (WHG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

8,901,220Shares Outstanding

914,227Shares held by institutions

$15,203,595Value of institutional holdings

54.34%Institutional ownership %

10.80%Shares Changed QoQ

61No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Westwood Holdings Group Inc (NYSE:WHG) is held by 61 institutional firms.

Institutional ownership in Westwood Holdings edged up to 54.3% in December 2025, compared to 49.3% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 10.80%, with a year-over-year an increase of 19.61% in the count of filers.
Of these 61 institutional investors, 28 increased their holdings in Westwood Holdings, while 18 of them reduced positions, and 15 investors maintained their exposure.
The aggregate institutional position in Westwood Holdings now stands at 4.84Mn shares as of December 2025, after investors increased their holdings (up by 471.68K shares quarter on quarter which is up 145.66K shares year over year).
With 606.81K shares, Allspring Global Investments Holdings, LLC commands the largest institutional position in Westwood Holdings as of December 31, 2025, equating to 6.82% of the company.
Among the most significant buyers of Westwood Holdings during December 2025 were GAMCO INVESTORS, INC. ET AL (443.80K), BlackRock, Inc. (23.60K), Allspring Global Investments Holdings, LLC (13.06K), GOLDMAN SACHS GROUP INC (11.54K), SEI INVESTMENTS CO (6.62K).
Leading sellers of Westwood Holdings stock in December 2025 included RENAISSANCE TECHNOLOGIES LLC (15.20K), De Lisle Partners LLP (14.00K), Garner Asset Management Corp (10.90K), NORTHERN TRUST CORP (4.95K), BANK OF AMERICA CORP /DE/ (3.19K).
The top 10 institutional holders of Westwood Holdings for the quarter ending December 2025 included Allspring Global Investments Holdings, LLC (606.81K), BlackRock, Inc. (512.74K), Settian Capital LP (470.51K), GAMCO INVESTORS, INC. ET AL (443.80K), 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 (185.00K), GEODE CAPITAL MANAGEMENT, LLC (163.17K).

61 Institutional Holders

914,227 Total Shares Held

Rows:

Download Data

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	-3,188	-5.49%	$943,761.00
Empowered Funds, LLC	31 Dec, 2025	38,337	3,368	9.63%	$659,780.00

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