Westwood Holdings WHG Institutional Ownership

NYSE WHG

$18.50 -0.18 (-0.96%)

At close: Nov 6, 2026 · 4:00 PM EST

Institutions by Trading Activity

72 Institutions

Increased 40 55.6%

Unchanged 13 18.1%

Reduced 19 26.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

61.14%

▲+1.79 pp QoQ

Shares Held by Institutions

5.45Mn

of 8.91Mn outstanding

▲+3.02% QoQ

Shares Outstanding

8.91Mn

3.46Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+3 vs prior quarter

Net Shares Added (QoQ)

+159.85K

accumulated since last quarter

Value of Holdings

$101.71Mn

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

Updated Oct 11, 2026

Westwood Holdings Group Inc (NYSE:WHG) was held by 72 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Collectively, these holders controlled 61.14% of Westwood Holdings' outstanding shares in Q2 2026, up from 59.34% in Q1 2026.
Total shares held in Westwood Holdings rose 3.02% versus Q1 2026, while the number of holders rose 28.57% versus Q2 2025.
Of the 72 holders of WHG in Q2 2026, 40 added to their positions, 19 reduced their stakes and 13 left their positions unchanged.
Combined, institutional investors held 5.45Mn shares of WHG as of Q2 2026, up 159.85K from the prior quarter and up 552.73K from a year earlier.
Allspring Global Investments Holdings, LLC held the largest position in WHG at 592.57K shares as of June 30, 2026, or 6.65% of shares outstanding.
The largest position increases in WHG for Q2 2026 were by Westwood Holdings Group Inc (+74.72K shares), BlackRock, Inc. (+72.81K shares), Geode Capital Management, LLC (+12.19K shares), SEI Investments Co (+8.76K shares) and Vanguard Portfolio Management LLC (+7.15K shares).
Among holders that kept a stake in Westwood Holdings, the biggest sellers in Q2 2026 were Renaissance Technologies LLC (-22.21K shares), Allspring Global Investments Holdings, LLC (-20.55K shares), Garner Asset Management Corp (-16.6K shares), Northern Trust Corp (-13.72K shares) and Bank of America Corp (-9.55K shares).
Business Quant data shows the 10 biggest positions in Westwood Holdings as of Q2 2026 were held by Allspring Global Investments Holdings, LLC (592.57K shares), BlackRock, Inc. (582.22K shares), Westwood Holdings Group Inc (518.97K shares), Settian Capital LP (470.51K shares), Gamco Investors, Inc. (443.8K shares), North Star Investment Management Corp. (387.8K shares), Renaissance Technologies LLC (328.56K shares), Vanguard Capital Management LLC (327.03K shares), Dimensional Fund Advisors LP (284.45K shares) and King Luther Capital Management Corp (185K shares).

Form 13F Holdings

72 Institutional Holders

Report period 30 Jun, 2026

Total shares held 5.45Mn

Of outstanding 61.14%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Allspring Global Investments Holdings, LLC	0001890906	592,567	6.65%	▼20,547	-3.35%	$11.39Mn
2	BlackRock, Inc.	0002012383	582,224	6.54%	▲72,809	+14.29%	$11.16Mn
3	Westwood Holdings Group Inc	0001165002	518,966	5.83%	▲74,721	+16.82%	$9.94Mn
4	Settian Capital LP	0001911113	470,515	5.28%	0	0.00%	$9.02Mn
5	GAMCO INVESTORS, INC. ET AL	0000807249	443,800	4.98%	0	0.00%	$8.50Mn
6	North Star Investment Management Corp.	0001342857	387,800	4.35%	▲6,991	+1.84%	$7.43Mn
7	RENAISSANCE TECHNOLOGIES LLC	0001037389	328,558	3.69%	▼22,209	-6.33%	$6.30Mn
8	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	327,032	3.67%	▲6,516	+2.03%	$6.27Mn
9	DIMENSIONAL FUND ADVISORS LP	0000354204	284,446	3.19%	▲4,761	+1.70%	$5.45Mn
10	KING LUTHER CAPITAL MANAGEMENT CORP	0000310051	185,000	2.08%	0	0.00%	$3.54Mn
11	GEODE CAPITAL MANAGEMENT, LLC	0001214717	172,481	1.94%	▲12,185	+7.60%	$3.31Mn
12	AEGIS FINANCIAL CORP	0001140753	99,926	1.12%	0	0.00%	$1.91Mn
13	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	99,460	1.12%	▲2,110	+2.17%	$1.91Mn
14	Garner Asset Management Corp	0001714093	94,418	1.06%	▼16,598	-14.95%	$1.81Mn
15	State Street Corp	0000093751	86,997	0.98%	▼1,400	-1.58%	$1.68Mn
16	GABELLI FUNDS LLC	0001081407	82,210	0.92%	0	0.00%	$1.58Mn
17	Peapod Lane Capital LLC	0002050979	80,120	0.90%	▲1,261	+1.60%	$1.54Mn
18	Northern Trust Corp	0000073124	55,531	0.62%	▼13,725	-19.82%	$1.06Mn
19	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	50,013	0.56%	▲7,147	+16.67%	$958.25K
20	De Lisle Partners LLP	0002011184	50,012	0.56%	▼8,187	-14.07%	$959.60K

Showing 1 to 20 of 72 holders