Westwood Holdings Group Inc (WHG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

8,941,347Shares Outstanding
5,285,210Shares held by institutions
$84,457,656Value of institutional holdings
59.11%Institutional ownership %
19.31%Shares Changed QoQ
68No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Westwood Holdings Group Inc (NYSE:WHG) appears in 62 institutional 13F filings for the quarter ending December 2025.

68 Institutional Holders

5,285,210 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
Allspring Global Investments Holdings, LLC 31 Mar, 2026 613,114 6,302 1.04% $9,748,513.00
BlackRock, Inc. 31 Mar, 2026 509,415 -3,320 -0.65% $8,390,056.00
Settian Capital LP 31 Mar, 2026 470,515 0 0.00% $7,749,382.00
Westwood Holdings Group Inc 31 Mar, 2026 444,245 444,245 0.00% $7,316,722.00
GAMCO INVESTORS, INC. ET AL 31 Mar, 2026 443,800 0 0.00% $7,309,386.00
North Star Investment Management Corp. 31 Mar, 2026 380,809 8,816 2.37% $6,271,924.00
RENAISSANCE TECHNOLOGIES LLC 31 Mar, 2026 350,767 -22,691 -6.08% $5,777,132.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Mar, 2026 320,516 320,516 0.00% $5,278,899.00
DIMENSIONAL FUND ADVISORS LP 31 Mar, 2026 279,685 5,169 1.88% $4,606,608.00
KING LUTHER CAPITAL MANAGEMENT CORP 31 Mar, 2026 185,000 0 0.00% $3,046,950.00
GEODE CAPITAL MANAGEMENT, LLC 31 Mar, 2026 160,296 -2,870 -1.76% $2,641,542.00
Garner Asset Management Corp 31 Mar, 2026 111,016 -13,290 -10.69% $1,828,301.00
AEGIS FINANCIAL CORP 31 Mar, 2026 99,926 0 0.00% $1,645,781.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC 31 Mar, 2026 97,350 3,561 3.80% $1,603,355.00
State Street Corp 31 Mar, 2026 88,397 1,671 1.93% $1,469,043.00
GABELLI FUNDS LLC 31 Mar, 2026 82,210 5,004 6.48% $1,353,999.00
Peapod Lane Capital LLC 31 Mar, 2026 78,859 -9,821 -11.07% $1,295,320.00
Northern Trust Corp 31 Mar, 2026 69,256 3,522 5.36% $1,140,647.00
De Lisle Partners LLP 31 Mar, 2026 58,199 -721 -1.22% $955,865.00
Bank Of America Corp /De/ 31 Mar, 2026 55,856 1,018 1.86% $919,948.00