Top 5 Stocks to Buy Now
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free WHG Stock Alerts

Westwood Holdings Group (WHG) Institutional Ownership

Westwood Holdings Group logo
$18.08 +0.02 (+0.08%)
As of 10:46 AM Eastern
This is a fair market value price provided by Massive. 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)
23
Total
Institutional Inflows
(last 12 months)
$19.30M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.67M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WHG Institutional Buying and Selling by Quarter

Westwood Holdings Group Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/16/2026 Empowered Funds LLC41,898$690K0.0%+9.3%0.441%
5/19/2026 Bank of America Corp DE55,856$920K0.0%+1.9%0.589%
5/18/2026 Empowered Funds LLC41,898$690K0.0%+9.3%0.441%
5/14/2026 Renaissance Technologies LLC350,767$5.78M0.0%-6.1%3.696%
5/14/2026 Gabelli Funds LLC82,210$1.35M0.0%+6.5%0.866%
5/14/2026 GABELLI & Co INVESTMENT ADVISERS INC.11,192$184K0.0%+6.6%0.118%
5/14/2026 Sei Investments Co.31,659$521K0.0%+31.3%0.334%
5/7/2026 Dimensional Fund Advisors LP279,685$4.61M0.0%+1.9%2.947%
5/6/2026 Allspring Global Investments Holdings LLC613,114$9.75M0.0%+1.0%6.461%
5/6/2026 Prosperity Consulting Group LLC14,039$231K0.0%-8.1%0.148%
4/23/2026 North Star Investment Management Corp.380,809$6.27M0.4%+2.4%4.015%
2/18/2026 Empowered Funds LLC38,337$660K0.0%+9.6%0.407%
2/18/2026 Bridgeway Capital Management LLC93,789$1.61M0.0%+3.7%0.997%
2/16/2026 Barclays PLC12,396$213K0.0%+10.6%0.132%
2/13/2026 State Street Corp86,726$1.51M0.0%+6.7%0.922%
2/13/2026 De Lisle Partners LLP58,920$1.02M0.1%-19.2%0.626%
2/13/2026 Wells Fargo & Company MN10,032$173K0.0%+39.9%0.107%
2/12/2026 Renaissance Technologies LLC373,458$6.43M0.0%-3.9%3.970%
2/12/2026 Dimensional Fund Advisors LP274,516$4.72M0.0%+0.5%2.918%
2/11/2026 Empowered Funds LLC38,337$660K0.0%+9.6%0.407%
2/10/2026 Goldman Sachs Group Inc.11,543$199K0.0%N/A0.123%
2/9/2026 Geode Capital Management LLC163,166$2.81M0.0%+0.6%1.734%
2/5/2026 Gamco Investors INC. ET AL443,800$7.64M0.1%N/A4.716%
2/3/2026 Garner Asset Management Corp124,306$2.14M0.8%-8.1%1.321%
1/30/2026 North Star Investment Management Corp.371,993$6.40M0.4%+1.2%3.953%
1/28/2026 Peapod Lane Capital LLC88,680$1.53M1.3%+0.7%0.942%
1/15/2026 Allspring Global Investments Holdings LLC606,812$10.70M0.0%+2.2%6.450%
1/1/2026 JPMorgan Chase & Co.10,191$168K0.0%+35.2%0.108%
11/17/2025 Bank of America Corp DE58,026$957K0.0%-7.4%0.617%
11/14/2025 Bridgeway Capital Management LLC90,421$1.49M0.0%+4.4%0.961%
11/13/2025 Sei Investments Co.17,495$288K0.0%+33.3%0.186%
11/12/2025 Gabelli Funds LLC77,206$1.27M0.0%-2.5%0.821%
11/12/2025 Dimensional Fund Advisors LP273,088$4.50M0.0%-1.9%2.903%
11/10/2025 Peapod Lane Capital LLC88,038$1.45M1.3%+1.1%0.936%
11/10/2025 Garner 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%
11/7/2025 JPMorgan Chase & Co.10,191$168K0.0%+35.2%0.108%
11/7/2025 Settian Capital LP470,515$7.76M5.3%+9.4%5.001%
11/6/2025 Rhumbline Advisers7,384$122K0.0%-21.8%0.078%
11/3/2025 New York State Common Retirement Fund3,600$59K0.0%-42.9%0.038%
The 1934 playbook (Ad)

In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it coming — but those who did walked away wealthy.Trump holds that same legal authority today. Advisors close to the administration believe he may use it.If he does, the transfer moves fast. The window to position yourself on the right side is already closing.tc pixel

Get the free report now
10/20/2025 Allspring Global Investments Holdings LLC593,753$9.80M0.0%+0.9%6.310%
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%
5/19/2025Jane 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%
1/10/2025Wealth Enhancement Advisory Services LLC27,861$396K0.0%+87.5%0.300%
CODE RED: AI Meltdown Imminent? (Ad)

After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.tc pixel

See the five simple steps to prepare before it's too late
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%
8/15/2024Deprince Race & Zollo Inc.459,320$5.60M0.1%+2.9%4.932%


WHG Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 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 32 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 1,182,264 shares in the last 24 months. This purchase volume represents approximately $19.30M 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.


Related Companies

This page (NYSE:WHG) was last updated on 6/25/2026 by MarketBeat.com Staff.
From Our Partners
The 1934 playbook
In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it com...
American Alternative | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
SpaceX is offering you shares. Don't take them.
SpaceX is reserving 30% of its IPO shares for retail investors through Robinhood, Fidelity, and Schwab. At a $...
Behind the Markets | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel