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Westwood Holdings Group (WHG) Institutional Ownership

Westwood Holdings Group logo
$17.66 -0.34 (-1.86%)
As of 01:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Westwood Holdings Group (NYSE:WHG)

Current
Institutional Ownership
Percentage
56.64%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$14.97M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$8.76M
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WHG Institutional Buying and Selling by Quarter

Westwood Holdings Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bridgeway Capital Management LLC86,620$1.35M0.0%+2.9%0.921%
8/15/2025 Bank of America Corp DE62,650$977K0.0%+3.8%0.666%
8/14/2025 Raymond James Financial Inc.5,425$85K0.0%N/A0.058%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,070$63K0.0%N/A0.043%
8/14/2025 Sei Investments Co.13,129$205K0.0%-7.1%0.140%
8/13/2025 Gabelli Funds LLC79,206$1.24M0.0%-8.8%0.842%
8/13/2025 Gamco Investors INC. ET AL444,000$6.93M0.1%-2.0%4.718%
8/13/2025 New York State Common Retirement Fund6,300$98K0.0%N/A0.067%
8/13/2025 Garner Asset Management Corp133,184$2.08M1.0%-9.0%1.415%
8/13/2025 Russell Investments Group Ltd.48,223$752K0.0%-74.6%0.512%
8/12/2025 JPMorgan Chase & Co.7,537$118K0.0%+1,277.9%0.080%
8/8/2025 Geode Capital Management LLC161,205$2.52M0.0%+141.0%1.719%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.11,395$178K0.0%-15.3%0.121%
8/6/2025 Settian Capital LP430,008$6.71M4.7%N/A4.584%
8/5/2025 Prosperity Consulting Group LLC16,787$262K0.0%-3.8%0.179%
7/31/2025 Peapod Lane Capital LLC87,068$1.36M1.4%-30.2%0.928%
7/25/2025 Allspring Global Investments Holdings LLC588,720$9.29M0.0%+0.2%6.276%
7/15/2025 North Star Investment Management Corp.367,460$5.73M0.4%+1.5%3.917%
6/27/2025 Goldman Sachs Group Inc.13,148$213K0.0%N/A0.140%
5/19/2025 Jane Street Group LLC22,582$366K0.0%N/A0.241%
5/16/2025 Empowered Funds LLC28,751$466K0.0%+8.7%0.307%
5/16/2025 Goldman Sachs Group Inc.13,148$213K0.0%N/A0.140%
5/16/2025 Ancora Advisors LLC12,812$208K0.0%-46.6%0.137%
5/14/2025 Gamco Investors INC. ET AL453,180$7.34M0.1%+1.5%4.831%
5/13/2025 Russell Investments Group Ltd.189,516$3.07M0.0%-0.7%2.020%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.13,459$218K0.0%-8.1%0.143%
5/7/2025 Prosperity Consulting Group LLC17,454$283K0.0%-7.8%0.186%
5/6/2025 Garner Asset Management Corp146,408$2.37M1.0%+4.0%1.561%
4/30/2025 Peapod Lane Capital LLC124,754$2.02M2.3%-28.5%1.330%
4/24/2025 Allspring Global Investments Holdings LLC587,255$9.38M0.0%+0.2%6.261%
3/17/2025 Wealth Enhancement Advisory Services LLC14,069$204K0.0%-5.3%0.150%
2/17/2025 Millennium Management LLC10,086$146K0.0%N/A0.109%
2/17/2025 Deprince Race & Zollo Inc.327,929$4.76M0.1%-28.3%3.538%
2/17/2025 Bank of America Corp DE60,875$883K0.0%+1.0%0.657%
2/17/2025 Ancora Advisors LLC24,012$348K0.0%N/A0.259%
2/17/2025 683 Capital Management LLC22,178$322K0.0%N/A0.239%
2/14/2025 Northern Trust Corp37,570$545K0.0%+29.5%0.405%
2/14/2025 Prosperity Consulting Group LLC18,936$275K0.0%-3.6%0.204%
2/14/2025 Dimensional Fund Advisors LP258,805$3.76M0.0%+4.0%2.792%
2/13/2025 GABELLI & Co INVESTMENT ADVISERS INC.11,000$160K0.0%N/A0.119%
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2/13/2025 Gabelli Funds LLC86,811$1.26M0.0%-13.5%0.936%
2/13/2025 Barclays PLC3,054$44K0.0%+180.7%0.033%
2/13/2025 Garner Asset Management Corp140,753$2.01M0.9%+11.4%1.518%
2/13/2025 Renaissance Technologies LLC420,128$6.10M0.0%-2.8%4.532%
2/13/2025 Russell Investments Group Ltd.190,896$2.77M0.0%-31.9%2.059%
1/29/2025 Peapod Lane Capital LLC174,546$2.53M2.5%N/A1.883%
1/29/2025 Allspring Global Investments Holdings LLC585,843$8.74M0.0%+0.3%6.320%
1/28/2025 Empowered Funds LLC26,460$384K0.0%+5.4%0.285%
1/10/2025 Wealth Enhancement Advisory Services LLC27,861$396K0.0%+87.5%0.300%
11/18/2024 Arete Wealth Advisors LLC20,427$294K0.0%+11.9%0.220%
11/16/2024 Geode Capital Management LLC65,555$931K0.0%-7.3%0.707%
11/14/2024 De Lisle Partners LLP68,680$972K0.2%+131.4%0.741%
11/12/2024 Garner Asset Management Corp126,326$1.79M0.8%+8.0%1.362%
11/8/2024 King Luther Capital Management Corp184,990$2.63M0.0%-22.5%1.996%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.14,191$202K0.0%-5.8%0.153%
11/6/2024 Empowered Funds LLC25,107$357K0.0%+5.0%0.271%
10/30/2024 North Star Investment Management Corp.358,978$5.10M0.4%+1.4%3.866%
10/19/2024 Allspring Global Investments Holdings LLC584,118$8.29M0.0%+2.2%6.272%
8/15/2024 Deprince Race & Zollo Inc.459,320$5.60M0.1%+2.9%4.932%
8/12/2024 Garner Asset Management Corp116,937$1.42M0.7%+85.4%1.256%
8/9/2024 Renaissance Technologies LLC443,951$5.41M0.0%-2.1%4.779%
8/9/2024 Dimensional Fund Advisors LP243,897$2.97M0.0%+2.4%2.625%
8/8/2024 Prosperity Consulting Group LLC26,608$324K0.0%-38.9%0.286%
7/26/2024 Allspring Global Investments Holdings LLC571,438$6.96M0.0%-0.2%6.138%
5/17/2024 Garner Asset Management Corp63,067$777K0.4%+4.4%0.677%
5/15/2024 Gabelli Funds LLC104,673$1.29M0.0%+5.2%1.124%
5/15/2024 Gamco Investors INC. ET AL458,000$5.64M0.1%+2.1%4.919%
5/8/2024 Russell Investments Group Ltd.242,324$2.99M0.0%+16.7%2.603%
5/7/2024 Empowered Funds LLC22,281$275K0.0%+7.6%0.239%
5/1/2024 Prosperity Consulting Group LLC43,579$537K0.1%N/A0.467%
4/30/2024 North Star Investment Management Corp.353,837$4.36M0.3%+1.0%3.792%
4/30/2024SpiderRock Advisors LLC11,292$144K0.0%N/A0.121%
2/14/2024 Garner Asset Management Corp60,395$714K0.3%+352.5%0.660%
2/13/2024 Gabelli Funds LLC99,546$1.25M0.0%+2.1%1.088%
2/9/2024 Hillsdale Investment Management Inc.13,200$166K0.0%N/A0.144%
2/5/2024 Russell Investments Group Ltd.207,627$2.61M0.0%+19.8%2.269%
1/26/2024 Cerity Partners LLC20,520$258K0.0%N/A0.224%
1/17/2024 Assenagon Asset Management S.A.10,105$127K0.0%N/A0.110%
1/10/2024 North Star Investment Management Corp.350,317$4.40M0.3%+12.0%3.829%
11/14/2023 Repertoire Partners LP83,829$851K1.3%N/A0.917%
11/8/2023 Gabelli Funds LLC97,496$990K0.0%+19.3%1.066%
11/8/2023 Gamco Investors INC. ET AL451,000$4.58M0.1%-0.2%4.929%
10/30/2023 Arete Wealth Advisors LLC14,448$147K0.0%N/A0.157%
10/27/2023 Allspring Global Investments Holdings LLC572,456$5.81M0.0%-0.8%6.236%
8/10/2023 GABELLI & Co INVESTMENT ADVISERS INC.11,500$143K0.0%N/A0.125%
8/10/2023 Russell Investments Group Ltd.172,418$2.14M0.0%+1.4%1.878%
8/2/2023 North Star Investment Management Corp.295,697$3.67M0.3%+6.2%3.235%
7/31/2023 Levin Capital Strategies L.P.25,508$316K0.0%+60.6%0.279%
7/27/2023EA Series Trust17,556$218K0.0%N/A0.192%
7/24/2023 Allspring Global Investments Holdings LLC576,862$7.15M0.0%-0.3%6.309%
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7/18/2023 Allspring Global Investments Holdings LLC576,862$7.15M0.0%-0.3%6.311%
5/9/2023 Russell Investments Group Ltd.170,106$1.91M0.0%-2.5%1.861%
4/27/2023 North Star Investment Management Corp.278,493$3.12M0.3%+23.6%3.011%
4/24/2023 Levin Capital Strategies L.P.15,879$178K0.0%N/A0.172%
4/18/2023 Assenagon Asset Management S.A.13,512$151K0.0%N/A0.146%
2/10/2023 Prescott Group Capital Management L.L.C.48,128$536K0.1%N/A0.572%
2/10/2023 Aegis Financial Corp99,771$1.11M1.0%N/A1.186%
2/8/2023 Russell Investments Group Ltd.174,532$1.94M0.0%-36.5%2.075%
1/11/2023 North Star Investment Management Corp.225,400$2.51M0.2%+23.7%2.679%
11/14/2022 Gabelli Funds LLC73,587$709K0.0%+2.4%0.875%
(Data available from 1/1/2016 forward)

WHG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WHG shares?

During the previous two years, 39 institutional investors and hedge funds held shares of Westwood Holdings Group. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($9.29M), Gamco Investors INC. ET AL ($6.93M), Settian Capital LP ($6.71M), Renaissance Technologies LLC ($6.10M), North Star Investment Management Corp. ($5.73M), Deprince Race & Zollo Inc. ($4.76M), and Dimensional Fund Advisors LP ($3.76M).Learn more on Westwood Holdings Group's institutional investors.

What percentage of Westwood Holdings Group's stock is owned by institutional investors?

56.64% of Westwood Holdings Group's stock is owned by institutional investors. Learn more on WHG's institutional investor holdings.

Which institutional investors have been buying Westwood Holdings Group's stock?

Of the 35 institutional investors that purchased Westwood Holdings Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Settian Capital LP ($430.01K), Peapod Lane Capital LLC ($174.55K), Garner Asset Management Corp ($133.06K), Geode Capital Management LLC ($94.31K), Repertoire Partners LP ($83.83K), Russell Investments Group Ltd. ($69.03K), and North Star Investment Management Corp. ($51.65K).

How much institutional buying is happening at Westwood Holdings Group?

Institutional investors have bought a total of 986,478 shares in the last 24 months. This purchase volume represents approximately $14.97M in transactions.

Which of Westwood Holdings Group's major shareholders have been selling company stock?

Of the 14 institutional investors that sold Westwood Holdings Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Russell Investments Group Ltd. ($232.11K), Deprince Race & Zollo Inc. ($129.33K), Peapod Lane Capital LLC ($87.48K), King Luther Capital Management Corp ($53.75K), Gabelli Funds LLC ($21.11K), Garner Asset Management Corp ($13.22K), and Renaissance Technologies LLC ($12.20K).

How much institutional selling is happening at Westwood Holdings Group?

Institutional investors have sold a total of 583,500 shares in the last 24 months. This volume of shares sold represents approximately $8.76M in transactions.


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This page (NYSE:WHG) was last updated on 8/29/2025 by MarketBeat.com Staff
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