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Equibles

BARCLAYS PLC

Position in WHG — Westwood Holdings Group Inc

CIK 312069 LONDON, X0
Back to WHG Full portfolio

Position in WHG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$36,729
-$8,694 QoQ
Shares Held
1,917
-30.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 70 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WHG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

BARCLAYS PLC holds $2,405,351,736 across 73 Asset Management names. WHG ranks #55 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 3,873,975 $455,850,636
2 BLK
BlackRock, Inc.
 297,755 $286,309,295
3 APO
Apollo Global Management, Inc.
 2,398,001 $283,707,498
4 STT
State Street Corp
 973,339 $165,078,293
5 KKR
KKR & Co. Inc.
 1,576,480 $144,689,333
6 AMP
Ameriprise Financial Inc
 301,275 $138,212,916
7 BEN
Franklin Templeton Inc
 4,042,708 $134,500,893
8 RJF
Raymond James Financial Inc
 797,506 $121,244,835

All Filings in WHG

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $36,729 1,917
2026-03-31 $45,423 2,758
2025-12-31 $213,335 12,396
2025-09-30 $184,786 11,206
2025-06-30 $230,786 14,794
2025-03-31 $17,236 1,064
2024-12-31 $44,313 3,054
2024-09-30 $15,449 1,088
2023-12-31 $13,952 1,110
2021-09-30 $20,596 1,084
2021-06-30 $19,148 880
2021-03-31 $93,006 6,432
2020-12-31 $36,018 2,484
2020-09-30 $40,549 3,640
2020-06-30 $70,087 4,450
2020-03-31 $49,034 2,678