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Westwood Holdings Group (WHG) Institutional Ownership

Westwood Holdings Group logo
$19.34 -0.44 (-2.22%)
As of 02:22 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)
27
Total
Institutional Inflows
(last 12 months)
$25.19M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.36M
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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
8/24/2026 California State Teachers Retirement System1,954$37K0.0%+384.9%0.021%
8/18/2026 Empowered Funds LLC44,008$843K0.0%N/A0.464%
8/17/2026 Bank of America Corp DE46,310$887K0.0%N/A0.488%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.13,786$264K0.0%N/A0.145%
8/12/2026 De Lisle Partners LLP50,012$960K0.1%N/A0.527%
8/7/2026 BlackRock Inc.582,224$11.16M0.0%N/A6.135%
8/7/2026 Deutsche Bank AG7,726$148K0.0%N/A0.081%
8/6/2026 Bank of New York Mellon Corp20,665$396K0.0%N/A0.218%
7/10/2026 Marquette Asset Management LLC10,801$207K0.0%N/A0.114%
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%
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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%
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%
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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%
11/18/2024Arete Wealth Advisors LLC20,427$294K0.0%+11.9%0.220%


WHG Institutional Ownership - Frequently Asked Questions

During the previous two years, 43 institutional investors and hedge funds held shares of Westwood Holdings Group. The most heavily invested institutionals were BlackRock Inc. ($11.16M), 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), and Renaissance Technologies LLC ($5.78M).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 37 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: BlackRock Inc. ($582.22K), Settian Capital LP ($470.52K), Gamco Investors INC. ET AL ($450.28K), Peapod Lane Capital LLC ($176.16K), Geode Capital Management LLC ($95.21K), De Lisle Partners LLP ($89.01K), and Empowered Funds LLC ($62.72K).

Institutional investors have bought a total of 1,387,470 shares in the last 24 months. This purchase volume represents approximately $25.19M in transactions.

Of the 9 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: Renaissance Technologies LLC ($37.89K), De Lisle Partners LLP ($14.00K), Garner Asset Management Corp ($10.91K), Dimensional Fund Advisors LP ($5.19K), Bank of America Corp DE ($4.62K), New York State Common Retirement Fund ($2.70K), and Rhumbline Advisers ($2.06K).

Institutional investors have sold a total of 80,606 shares in the last 24 months. This volume of shares sold represents approximately $1.36M in transactions.


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Institutional ownership data for NYSE:WHG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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