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Westwood Holdings Group (WHG) Institutional Ownership

Westwood Holdings Group logo
$19.91 -0.09 (-0.45%)
As of 03:16 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)
24
Total
Institutional Inflows
(last 12 months)
$19.21M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.67M
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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
7/10/2026 Marquette Asset Management LLC10,801$207K0.0%N/A0.114%
6/16/2026Empowered Funds LLC41,898$690K0.0%+9.3%0.441%
5/19/2026Bank of America Corp DE55,856$920K0.0%+1.9%0.589%
5/18/2026Empowered Funds LLC41,898$690K0.0%+9.3%0.441%
5/14/2026Renaissance Technologies LLC350,767$5.78M0.0%-6.1%3.696%
5/14/2026Gabelli Funds LLC82,210$1.35M0.0%+6.5%0.866%
5/14/2026GABELLI & Co INVESTMENT ADVISERS INC.11,192$184K0.0%+6.6%0.118%
5/14/2026Sei Investments Co.31,659$521K0.0%+31.3%0.334%
5/7/2026Dimensional Fund Advisors LP279,685$4.61M0.0%+1.9%2.947%
5/6/2026Allspring Global Investments Holdings LLC613,114$9.75M0.0%+1.0%6.461%
5/6/2026Prosperity Consulting Group LLC14,039$231K0.0%-8.1%0.148%
4/23/2026North Star Investment Management Corp.380,809$6.27M0.4%+2.4%4.015%
2/18/2026Empowered Funds LLC38,337$660K0.0%+9.6%0.407%
2/18/2026Bridgeway Capital Management LLC93,789$1.61M0.0%+3.7%0.997%
2/16/2026Barclays PLC12,396$213K0.0%+10.6%0.132%
2/13/2026State Street Corp86,726$1.51M0.0%+6.7%0.922%
2/13/2026De Lisle Partners LLP58,920$1.02M0.1%-19.2%0.626%
2/13/2026Wells Fargo & Company MN10,032$173K0.0%+39.9%0.107%
2/12/2026Renaissance Technologies LLC373,458$6.43M0.0%-3.9%3.970%
2/12/2026Dimensional Fund Advisors LP274,516$4.72M0.0%+0.5%2.918%
2/11/2026Empowered Funds LLC38,337$660K0.0%+9.6%0.407%
2/10/2026Goldman Sachs Group Inc.11,543$199K0.0%N/A0.123%
2/9/2026Geode Capital Management LLC163,166$2.81M0.0%+0.6%1.734%
2/5/2026Gamco Investors INC. ET AL443,800$7.64M0.1%N/A4.716%
2/3/2026Garner Asset Management Corp124,306$2.14M0.8%-8.1%1.321%
1/30/2026North Star Investment Management Corp.371,993$6.40M0.4%+1.2%3.953%
1/28/2026Peapod Lane Capital LLC88,680$1.53M1.3%+0.7%0.942%
1/15/2026Allspring Global Investments Holdings LLC606,812$10.70M0.0%+2.2%6.450%
1/1/2026JPMorgan Chase & Co.10,191$168K0.0%+35.2%0.108%
11/17/2025Bank of America Corp DE58,026$957K0.0%-7.4%0.617%
11/14/2025Bridgeway Capital Management LLC90,421$1.49M0.0%+4.4%0.961%
11/13/2025Sei Investments Co.17,495$288K0.0%+33.3%0.186%
11/12/2025Gabelli Funds LLC77,206$1.27M0.0%-2.5%0.821%
11/12/2025Dimensional Fund Advisors LP273,088$4.50M0.0%-1.9%2.903%
11/10/2025Peapod Lane Capital LLC88,038$1.45M1.3%+1.1%0.936%
11/10/2025Garner Asset Management Corp135,211$2.23M0.9%+1.5%1.437%
11/7/2025Vanguard Group Inc.397,265$6.55M0.0%+2.9%4.223%
11/7/2025JPMorgan Chase & Co.10,191$168K0.0%+35.2%0.108%
11/7/2025Settian Capital LP470,515$7.76M5.3%+9.4%5.001%
11/6/2025Rhumbline Advisers7,384$122K0.0%-21.8%0.078%
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11/3/2025New York State Common Retirement Fund3,600$59K0.0%-42.9%0.038%
10/20/2025Allspring Global Investments Holdings LLC593,753$9.80M0.0%+0.9%6.310%
8/15/2025Bridgeway Capital Management LLC86,620$1.35M0.0%+2.9%0.921%
8/15/2025Bank of America Corp DE62,650$977K0.0%+3.8%0.666%
8/14/2025Raymond James Financial Inc.5,425$85K0.0%N/A0.058%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,070$63K0.0%N/A0.043%
8/14/2025Sei Investments Co.13,129$205K0.0%-7.1%0.140%
8/13/2025Gabelli Funds LLC79,206$1.24M0.0%-8.8%0.842%
8/13/2025Gamco Investors INC. ET AL444,000$6.93M0.1%-2.0%4.718%
8/13/2025New York State Common Retirement Fund6,300$98K0.0%N/A0.067%
8/13/2025Garner Asset Management Corp133,184$2.08M1.0%-9.0%1.415%
8/13/2025Russell Investments Group Ltd.48,223$752K0.0%-74.6%0.512%
8/12/2025JPMorgan Chase & Co.7,537$118K0.0%+1,277.9%0.080%
8/8/2025Geode Capital Management LLC161,205$2.52M0.0%+141.0%1.719%
8/7/2025Connor Clark & Lunn Investment Management Ltd.11,395$178K0.0%-15.3%0.121%
8/6/2025Settian Capital LP430,008$6.71M4.7%N/A4.584%
8/5/2025Prosperity Consulting Group LLC16,787$262K0.0%-3.8%0.179%
7/31/2025Peapod Lane Capital LLC87,068$1.36M1.4%-30.2%0.928%
7/25/2025Allspring Global Investments Holdings LLC588,720$9.29M0.0%+0.2%6.276%
7/15/2025North 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%
3/17/2025Wealth 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%
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1/10/2025Wealth 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%
10/30/2024North Star Investment Management Corp.358,978$5.10M0.4%+1.4%3.866%
10/19/2024Allspring Global Investments Holdings LLC584,118$8.29M0.0%+2.2%6.272%


WHG Institutional Ownership - Frequently Asked Questions

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 ($9.75M), Settian Capital LP ($7.76M), Gamco Investors INC. ET AL ($7.64M), Vanguard Group Inc. ($6.55M), North Star Investment Management Corp. ($6.27M), Renaissance Technologies LLC ($5.78M), and Deprince Race & Zollo Inc. ($4.76M).Learn more on Westwood Holdings Group's institutional investors.

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

Of the 33 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 ($470.52K), Gamco Investors INC. ET AL ($450.28K), Peapod Lane Capital LLC ($176.16K), Geode Capital Management LLC ($95.21K), Garner Asset Management Corp ($85.37K), Allspring Global Investments Holdings LLC ($41.68K), and De Lisle Partners LLP ($39.00K).

Institutional investors have bought a total of 1,174,471 shares in the last 24 months. This purchase volume represents approximately $19.21M in transactions.

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. ($141.29K), Renaissance Technologies LLC ($37.89K), Peapod Lane Capital LLC ($37.69K), Garner Asset Management Corp ($24.13K), De Lisle Partners LLP ($14.00K), Gabelli Funds LLC ($9.61K), and Gamco Investors INC. ET AL ($9.18K).

Institutional investors have sold a total of 293,333 shares in the last 24 months. This volume of shares sold represents approximately $4.67M in transactions.


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This page (NYSE:WHG) was last updated on 7/17/2026 by MarketBeat.com Staff.
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