Skip to main content
Equibles

FMR LLC

Position in WHG — Westwood Holdings Group Inc

CIK 315066 BOSTON, MA
Back to WHG Full portfolio

Position in WHG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,678
+$1,818 QoQ
Shares Held
192
+69.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 70 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 72% Shared 0% None 28%

Common Shares in WHG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

FMR LLC holds $15,259,279,099 across 69 Asset Management names. WHG ranks #54 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APO
Apollo Global Management, Inc.
 24,220,604 $2,865,539,657
2 STT
State Street Corp
 13,911,287 $2,359,354,273
3 KKR
KKR & Co. Inc.
 21,566,484 $1,979,371,899
4 NTRS
Northern Trust Corp
 8,683,057 $1,509,462,628
5 BLK
BlackRock, Inc.
 1,429,854 $1,374,890,410
6 RJF
Raymond James Financial Inc
 4,404,819 $669,664,631
7 OWL
Blue Owl Capital Inc.
 67,704,044 $592,410,383
8 AMP
Ameriprise Financial Inc
 1,157,398 $530,967,905

All Filings in WHG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,678 192
2026-03-31 $1,860 113
2025-12-31 $3,010 175
2025-09-30 $5,902 358
2025-06-30 $5,303 340
2025-03-31 $534 33
2024-12-31 $478 33
2024-09-30 $468 33
2024-06-30 $401 33
2024-03-31 $406 33
2023-12-31 $426 34
2023-09-30 $334 33
2023-06-30 $409 33
2023-03-31 $930 83
2022-12-31 $367 33
2022-09-30 $3,215 334
2022-06-30 $19,637 1,423
2022-03-31 $22,305 1,456
2021-12-31 $3,133 185
2021-09-30 $3,408,752 179,408
2021-06-30 $1,281,576 58,896
2021-03-31 $2,241 155
2020-12-31 $2,247 155
2020-09-30 $1,726 155
2020-06-30 $6,945 441
2020-03-31 $6,206 339