Free Trial
→ Elon’s Secret Social Security Bombshell (From Banyan Hill Publishing) (Ad) Free WHG Stock Alerts

Westwood Holdings Group (WHG) Institutional Ownership

Westwood Holdings Group logo
$16.87 -0.60 (-3.43%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$16.00 -0.87 (-5.16%)
As of 08/8/2025 07:27 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Westwood Holdings Group (NYSE:WHG)

Current
Institutional Ownership
Percentage
56.64%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$15.35M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$6.08M
Get WHG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Westwood Holdings Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WHG Institutional Buying and Selling by Quarter

Westwood Holdings Group Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Geode 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%
6/27/2025Goldman 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%
5/12/2025 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%
5/6/2025Garner 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%
2/17/2025Millennium 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%
2/14/2025 Prosperity 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%
1/29/2025 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%
1/28/2025Empowered 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%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
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%
11/8/2024 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%
11/6/2024Empowered 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%
10/19/2024 Allspring 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%
8/8/2024 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%
5/17/2024Garner 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%
5/1/2024 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%
2/14/2024Garner 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%
10/27/2023 Allspring 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%
7/31/2023 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%
7/18/2023 Allspring 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%
4/24/2023 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%
2/10/2023Aegis 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%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
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%
10/26/2022 Allspring 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%
8/11/2022 King 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%
(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, 33 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 ($7.34M), 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 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: 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. ($71.34K), 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 1,025,861 shares in the last 24 months. This purchase volume represents approximately $15.35M in transactions.

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

Of the 11 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), Peapod Lane Capital LLC ($87.48K), King Luther Capital Management Corp ($53.75K), Gabelli Funds LLC ($13.50K), Renaissance Technologies LLC ($12.20K), and Ancora Advisors LLC ($11.20K).

How much institutional selling is happening at Westwood Holdings Group?

Institutional investors have sold a total of 411,190 shares in the last 24 months. This volume of shares sold represents approximately $6.08M in transactions.


Related Companies

This page (NYSE:WHG) was last updated on 8/9/2025 by MarketBeat.com Staff
From Our Partners
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
HIDDEN IN THE BOOK OF GENESIS…
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Crypto Income (almost instantly)
How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...
Awesomely, LLC | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored
FOUR TRILLION DOLLARS!
Nvidia just became the first company in history to hit a $4 trillion valuation—surpassing Apple and Microsoft....
Porter & Company | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored