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Equibles

STATE STREET CORP

Position in WHG — Westwood Holdings Group Inc

CIK 93751 BOSTON, MA
Back to WHG Full portfolio

Position in WHG

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$1,666,862
+$210,964 QoQ
Shares Held
86,997
-1.6% QoQ
Ownership
0.917%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 70 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 40% Shared 0% None 60%

Common Shares in WHG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

STATE STREET CORP holds $30,869,521,729 across 71 Asset Management names. WHG ranks #57 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 6,414,683 $6,168,102,585
2 BX
Blackstone Inc.
 32,463,609 $3,819,992,871
3 KKR
KKR & Co. Inc.
 29,293,443 $2,688,552,198
4 APO
Apollo Global Management, Inc.
 19,878,764 $2,351,856,568
5 STT
State Street Corp
 13,538,311 $2,296,097,545
6 AMP
Ameriprise Financial Inc
 4,672,743 $2,143,667,578
7 TROW
Price T Rowe Group Inc
 14,653,478 $1,665,953,913
8 NTRS
Northern Trust Corp
 9,095,046 $1,581,082,796

All Filings in WHG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,666,862 86,997
2026-03-31 $1,455,898 88,397
2025-12-31 $1,492,554 86,726
2025-09-30 $1,340,290 81,279
2025-06-30 $1,233,289 79,057
2025-03-31 $489,450 30,213
2024-12-31 $438,390 30,213
2024-09-30 $406,304 28,613
2024-06-30 $348,506 28,613
2024-03-31 $352,512 28,613
2023-12-31 $359,665 28,613
2023-09-30 $290,421 28,613
2023-06-30 $357,281 28,813
2023-03-31 $325,325 29,021
2022-12-31 $323,003 29,021
2022-09-30 $279,472 29,021
2022-06-30 $400,489 29,021
2022-03-31 $444,601 29,021
2021-12-31 $462,851 27,323
2021-09-30 $519,137 27,323
2021-06-30 $781,684 35,923
2021-03-31 $2,106,474 145,676
2020-12-31 $2,209,539 152,382
2020-09-30 $1,758,571 157,861
2020-06-30 $2,434,792 154,590
2020-03-31 $3,099,974 169,305