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Westwood Holdings Group (WHG) Institutional Ownership

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$16.19 +0.20 (+1.27%)
Closing price 03:59 PM Eastern
Extended Trading
$16.20 +0.00 (+0.01%)
As of 04:04 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)
20
Total
Institutional Inflows
(last 12 months)
$7.24M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$5.79M
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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
7/15/2025 North Star Investment Management Corp.367,460$5.73M0.4%+1.5%3.917%
6/27/2025Goldman Sachs Group Inc.13,148$213K0.0%N/A0.140%
5/19/2025Jane Street Group LLC22,582$366K0.0%N/A0.241%
5/16/2025Empowered Funds LLC28,751$466K0.0%+8.7%0.307%
5/16/2025Goldman Sachs Group Inc.13,148$213K0.0%N/A0.140%
5/16/2025Ancora Advisors LLC12,812$208K0.0%-46.6%0.137%
5/14/2025Gamco Investors INC. ET AL453,180$7.34M0.1%+1.5%4.831%
5/13/2025Russell Investments Group Ltd.189,516$3.07M0.0%-0.7%2.020%
5/12/2025Connor Clark & Lunn Investment Management Ltd.13,459$218K0.0%-8.1%0.143%
5/7/2025Prosperity Consulting Group LLC17,454$283K0.0%-7.8%0.186%
5/6/2025Garner Asset Management Corp146,408$2.37M1.0%+4.0%1.561%
4/30/2025Peapod Lane Capital LLC124,754$2.02M2.3%-28.5%1.330%
4/24/2025Allspring 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%
2/17/2025Millennium Management LLC10,086$146K0.0%N/A0.109%
2/17/2025Deprince Race & Zollo Inc.327,929$4.76M0.1%-28.3%3.538%
2/17/2025Bank of America Corp DE60,875$883K0.0%+1.0%0.657%
2/17/2025Ancora Advisors LLC24,012$348K0.0%N/A0.259%
2/17/2025683 Capital Management LLC22,178$322K0.0%N/A0.239%
2/14/2025Northern Trust Corp37,570$545K0.0%+29.5%0.405%
2/14/2025Prosperity Consulting Group LLC18,936$275K0.0%-3.6%0.204%
2/14/2025Dimensional Fund Advisors LP258,805$3.76M0.0%+4.0%2.792%
2/13/2025GABELLI & Co INVESTMENT ADVISERS INC.11,000$160K0.0%N/A0.119%
2/13/2025Gabelli Funds LLC86,811$1.26M0.0%-13.5%0.936%
2/13/2025Barclays PLC3,054$44K0.0%+180.7%0.033%
2/13/2025Garner Asset Management Corp140,753$2.01M0.9%+11.4%1.518%
2/13/2025Renaissance Technologies LLC420,128$6.10M0.0%-2.8%4.532%
2/13/2025Russell Investments Group Ltd.190,896$2.77M0.0%-31.9%2.059%
1/29/2025Peapod Lane Capital LLC174,546$2.53M2.5%N/A1.883%
1/29/2025Allspring Global Investments Holdings LLC585,843$8.74M0.0%+0.3%6.320%
1/28/2025Empowered Funds LLC26,460$384K0.0%+5.4%0.285%
1/10/2025 Wealth Enhancement Advisory Services LLC27,861$396K0.0%+87.5%0.300%
11/18/2024Arete Wealth Advisors LLC20,427$294K0.0%+11.9%0.220%
11/16/2024Geode Capital Management LLC65,555$931K0.0%-7.3%0.707%
11/14/2024De Lisle Partners LLP68,680$972K0.2%+131.4%0.741%
11/12/2024Garner Asset Management Corp126,326$1.79M0.8%+8.0%1.362%
11/8/2024King Luther Capital Management Corp184,990$2.63M0.0%-22.5%1.996%
11/8/2024Connor Clark & Lunn Investment Management Ltd.14,191$202K0.0%-5.8%0.153%
11/6/2024Empowered 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%
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10/19/2024Allspring Global Investments Holdings LLC584,118$8.29M0.0%+2.2%6.272%
8/15/2024Deprince Race & Zollo Inc.459,320$5.60M0.1%+2.9%4.932%
8/12/2024Garner Asset Management Corp116,937$1.42M0.7%+85.4%1.256%
8/9/2024Renaissance Technologies LLC443,951$5.41M0.0%-2.1%4.779%
8/9/2024Dimensional Fund Advisors LP243,897$2.97M0.0%+2.4%2.625%
8/8/2024Prosperity Consulting Group LLC26,608$324K0.0%-38.9%0.286%
7/26/2024Allspring Global Investments Holdings LLC571,438$6.96M0.0%-0.2%6.138%
5/17/2024Garner Asset Management Corp63,067$777K0.4%+4.4%0.677%
5/15/2024Gabelli Funds LLC104,673$1.29M0.0%+5.2%1.124%
5/15/2024Gamco Investors INC. ET AL458,000$5.64M0.1%+2.1%4.919%
5/8/2024Russell Investments Group Ltd.242,324$2.99M0.0%+16.7%2.603%
5/7/2024Empowered Funds LLC22,281$275K0.0%+7.6%0.239%
5/1/2024Prosperity 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%
2/14/2024Garner Asset Management Corp60,395$714K0.3%+352.5%0.660%
2/13/2024Gabelli Funds LLC99,546$1.25M0.0%+2.1%1.088%
2/9/2024Hillsdale Investment Management Inc.13,200$166K0.0%N/A0.144%
2/5/2024Russell Investments Group Ltd.207,627$2.61M0.0%+19.8%2.269%
1/26/2024Cerity 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%
11/14/2023Repertoire Partners LP83,829$851K1.3%N/A0.917%
11/8/2023Gabelli Funds LLC97,496$990K0.0%+19.3%1.066%
11/8/2023Gamco Investors INC. ET AL451,000$4.58M0.1%-0.2%4.929%
10/30/2023Arete Wealth Advisors LLC14,448$147K0.0%N/A0.157%
10/27/2023Allspring Global Investments Holdings LLC572,456$5.81M0.0%-0.8%6.236%
8/10/2023GABELLI & Co INVESTMENT ADVISERS INC.11,500$143K0.0%N/A0.125%
8/10/2023Russell 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%
7/31/2023Levin Capital Strategies L.P.25,508$316K0.0%+60.6%0.279%
7/27/2023EA Series Trust17,556$218K0.0%N/A0.192%
7/24/2023Allspring Global Investments Holdings LLC576,862$7.15M0.0%-0.3%6.309%
7/18/2023Allspring Global Investments Holdings LLC576,862$7.15M0.0%-0.3%6.311%
5/9/2023Russell 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%
4/24/2023Levin 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%
2/10/2023Prescott Group Capital Management L.L.C.48,128$536K0.1%N/A0.572%
2/10/2023Aegis Financial Corp99,771$1.11M1.0%N/A1.186%
2/8/2023Russell 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%
11/14/2022Gabelli Funds LLC73,587$709K0.0%+2.4%0.875%
11/14/2022Renaissance Technologies LLC475,316$4.58M0.0%-6.8%5.650%
11/10/2022Gabelli Funds LLC73,587$709K0.0%+2.4%0.875%
11/4/2022Russell Investments Group Ltd.275,037$2.65M0.0%-28.6%3.270%
11/2/2022 North Star Investment Management Corp.182,180$1.75M0.2%+22.8%2.166%
10/26/2022Allspring Global Investments Holdings LLC579,199$5.58M0.0%-0.8%6.846%
8/13/2022Gamco Investors INC. ET AL457,458$6.31M0.1%+1.0%5.407%
8/12/2022Grantham Mayo Van Otterloo & Co. LLC19,114$264K0.0%-24.2%0.226%
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8/11/2022King Luther Capital Management Corp243,740$3.36M0.0%-3.6%2.881%
8/8/2022JCP Investment Management LLC812,203$11.21M7.9%-5.6%9.601%
8/8/2022Employees Retirement System of Texas114,000$1.57M0.0%+39.0%1.348%
7/29/2022Russell Investments Group Ltd.385,278$5.32M0.0%+36.3%4.491%
7/28/2022Hodges Capital Management Inc.51,200$707K0.1%-5.5%0.597%
7/27/2022 Assenagon Asset Management S.A.17,857$246K0.0%N/A0.208%
7/25/2022Allspring Global Investments Holdings LLC583,908$8.06M0.0%-0.4%6.807%
7/19/2022 North Star Investment Management Corp.148,375$2.05M0.2%+74.6%1.729%
5/12/2022Hodges Capital Management Inc.54,200$831K0.1%-3.6%0.632%
5/5/2022Russell Investments Group Ltd.282,718$4.33M0.0%+56.1%3.296%
(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, 34 institutional investors and hedge funds held shares of Westwood Holdings Group. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($9.38M), Gamco Investors INC. ET AL ($7.34M), Renaissance Technologies LLC ($6.10M), North Star Investment Management Corp. ($5.73M), Deprince Race & Zollo Inc. ($4.76M), Dimensional Fund Advisors LP ($3.76M), and Russell Investments Group Ltd. ($3.07M).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 30 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: Peapod Lane Capital LLC ($174.55K), Garner Asset Management Corp ($133.06K), Repertoire Partners LP ($83.83K), Russell Investments Group Ltd. ($71.34K), North Star Investment Management Corp. ($68.85K), Prosperity Consulting Group LLC ($43.58K), and De Lisle Partners LLP ($39.00K).

How much institutional buying is happening at Westwood Holdings Group?

Institutional investors have bought a total of 505,870 shares in the last 24 months. This purchase volume represents approximately $7.24M in transactions.

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

Of the 12 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: Deprince Race & Zollo Inc. ($129.33K), Russell Investments Group Ltd. ($90.82K), King Luther Capital Management Corp ($53.75K), Peapod Lane Capital LLC ($49.79K), Renaissance Technologies LLC ($21.90K), Prosperity Consulting Group LLC ($19.17K), and Gabelli Funds LLC ($13.50K).

How much institutional selling is happening at Westwood Holdings Group?

Institutional investors have sold a total of 398,568 shares in the last 24 months. This volume of shares sold represents approximately $5.79M in transactions.


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This page (NYSE:WHG) was last updated on 7/17/2025 by MarketBeat.com Staff
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