WHG · Westwood Holdings Group Inc
$19.58
-0.16 (-0.81%)
At close · Jul 29
Market Cap
$185.21M
Shares
9.49M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 70
Total Value: $88,078,903
Total Shares: 5,268,162
Institutional Ownership Trend
26 quarters
Superinvestors Holding WHG
All superinvestors →Holder Concentration
Across 68 13F filersTop Holder
11.7%
of institutional value
Top 5
47.3%
of institutional value
Top 10
76.3%
of institutional value
HHI
667
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Large Allspring Global Investments Holdings, LLC | $10,097,987 | 11.46% | 613,114 | Shares | Defined | 2026-05-05 | ||||
| Mega BlackRock, Inc. | $8,390,062 | 9.53% | 509,415 | Shares | Sole | 2026-05-13 | ||||
| Small Settian Capital LP | $7,749,382 | 8.80% | 470,515 | Shares | Sole | 2026-05-05 | ||||
| Mid North Star Investment Management Corp. | $7,430,248 | 8.44% | 387,800 | Shares | Sole | 2026-07-28 | ||||
| Large WESTWOOD HOLDINGS GROUP INC | $7,316,715 | 8.31% | 444,245 | Shares | Defined | 2026-05-15 | ||||
| Mid GAMCO INVESTORS, INC. ET AL | $7,309,386 | 8.30% | 443,800 | Shares | Sole | 2026-05-14 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $5,777,132 | 6.56% | 350,767 | Shares | Sole | 2026-05-14 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $5,278,898 | 5.99% | 320,516 | Shares | Defined | 2026-05-15 | ||||
| Mega DIMENSIONAL FUND ADVISORS LP | $4,606,410 | 5.23% | 279,685 | Shares | Sole | 2026-05-07 | ||||
| Large KING LUTHER CAPITAL MANAGEMENT CORP | $3,046,950 | 3.46% | 185,000 | Shares | Sole | 2026-05-11 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $2,640,074 | 3.00% | 160,296 | Shares | Defined | 2026-05-15 | ||||
| Small Garner Asset Management Corp | $1,828,433 | 2.08% | 111,016 | Shares | Sole | 2026-04-29 | ||||
| Small AEGIS FINANCIAL CORP | $1,645,781 | 1.87% | 99,926 | Shares | Sole | 2026-05-13 | ||||
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1,603,354 | 1.82% | 97,350 | Shares | Sole | 2026-05-15 | ||||
| Small Peapod Lane Capital LLC | $1,535,099 | 1.74% | 80,120 | Shares | Sole | 2026-07-27 | ||||
| Mega STATE STREET CORP | $1,455,898 | 1.65% | 88,397 | Shares | Defined | 2026-05-15 | ||||
| Large GABELLI FUNDS LLC | $1,353,998 | 1.54% | 82,210 | Shares | Sole | 2026-05-14 | ||||
| Mega NORTHERN TRUST CORP Bank | $1,140,644 | 1.30% | 69,256 | Shares | Defined | 2026-05-14 | ||||
| Small De Lisle Partners LLP | $958,537 | 1.09% | 58,199 | Shares | Sole | 2026-05-13 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $919,947 | 1.04% | 55,856 | Shares | Defined | 2026-05-18 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $764,998 | 0.87% | 46,448 | Shares | Defined | 2026-05-08 | ||||
| Large Empowered Funds, LLC | $690,060 | 0.78% | 41,898 | Shares | Other | 2026-05-15 | ||||
| Large SEI INVESTMENTS CO | $521,423 | 0.59% | 31,659 | Shares | Sole | 2026-05-13 | ||||
| Mid LEVIN CAPITAL STRATEGIES, L.P. | $420,116 | 0.48% | 25,508 | Shares | Other | 2026-05-13 | ||||
| Mega Bank of New York Mellon Corp Bank | $353,049 | 0.40% | 21,436 | Shares | Defined | 2026-05-05 | ||||
| Small Advisor OS, LLC | $329,976 | 0.37% | 20,035 | Shares | Sole | 2026-05-08 | ||||
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | $298,139 | 0.34% | 18,102 | Shares | Defined | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $260,586 | 0.30% | 15,822 | Shares | Defined | 2026-05-15 | ||||
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $252,732 | 0.29% | 15,345 | Shares | Sole | 2026-05-15 | ||||
| Small Prosperity Consulting Group, LLC | $231,222 | 0.26% | 14,039 | Shares | Sole | 2026-05-05 | ||||
| Large Connor, Clark & Lunn Investment Management Ltd. | $227,055 | 0.26% | 13,786 | Shares | Sole | 2026-05-11 | ||||
| Micro Marquette Asset Management, LLC | $206,947 | 0.23% | 10,801 | Shares | Sole | 2026-07-09 | ||||
| Mega GOLDMAN SACHS GROUP INC | $202,086 | 0.23% | 12,270 | Shares | Defined | 2026-05-15 | ||||
| Small GABELLI & Co INVESTMENT ADVISERS, INC. | $184,332 | 0.21% | 11,192 | Shares | Sole | 2026-05-14 | ||||
| Large Cerity Partners LLC | $171,403 | 0.19% | 10,407 | Shares | Sole | 2026-05-15 | ||||
| Small LRI Investments, LLC | $134,120 | 0.15% | 7,000 | Shares | Sole | 2026-07-14 | ||||
| Mega DEUTSCHE BANK AG\ Bank | $110,101 | 0.13% | 6,685 | Shares | Defined | 2026-05-06 | ||||
| Mega RHUMBLINE ADVISERS | $93,351 | 0.11% | 5,668 | Shares | Sole | 2026-05-12 | ||||
| Mega WELLS FARGO & COMPANY/MN | $86,565 | 0.10% | 5,256 | Shares | Defined | 2026-05-11 | ||||
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $59,292 | 0.07% | 3,600 | Shares | Sole | 2026-05-06 | ||||
| Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund | $58,995 | 0.07% | 3,582 | Shares | Defined | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $49,969 | 0.06% | 3,034 | Shares | Defined | 2026-05-13 | ||||
| Mega BARCLAYS PLC | $45,423 | 0.05% | 2,758 | Shares | Defined | 2026-05-15 | ||||
| Mega Vanguard Global Advisers, LLC | $43,184 | 0.05% | 2,622 | Shares | Defined | 2026-05-08 | ||||
| Mega UBS Group AG | $41,470 | 0.05% | 2,518 | Shares | Defined | 2026-05-05 | ||||
| Large Police & Firemen's Retirement System of New Jersey Pension | $36,423 | 0.04% | 1,901 | Shares | Defined | 2026-07-23 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $26,648 | 0.03% | 1,618 | Shares | Defined | 2026-05-12 | ||||
| Mid Tower Research Capital LLC (TRC) | $17,869 | 0.02% | 1,085 | Shares | Defined | 2026-05-15 | ||||
| Mid Ameritas Investment Partners, Inc. | $12,533 | 0.01% | 761 | Shares | Other | 2026-05-13 | ||||
| Mega Legal & General Group Plc | $11,117 | 0.01% | 675 | Shares | Defined | 2026-05-08 | ||||
| Mega ROYAL BANK OF CANADA Bank | $10,491 | 0.01% | 637 | Shares | Defined | 2026-05-15 | ||||
| Large Russell Investments Group, Ltd. | $10,161 | 0.01% | 617 | Shares | Defined | 2026-05-08 | ||||
| Large OSAIC HOLDINGS, INC. | $8,531 | 0.01% | 518 | Shares | Defined | 2026-05-15 | ||||
| Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension | $6,637 | 0.01% | 403 | Shares | Sole | 2026-05-18 | ||||
| Mega CITIGROUP INC | $5,698 | 0.01% | 346 | Shares | Defined | 2026-05-11 | ||||
| Mid Sterling Capital Management LLC | $2,663 | 0.00% | 139 | Shares | Sole | 2026-07-28 | ||||
| Small Keating Financial Advisory Services, Inc. | $2,206 | 0.00% | 134 | Shares | Sole | 2026-05-15 | ||||
| Mega FMR LLC | $1,860 | 0.00% | 113 | Shares | Defined | 2026-05-15 | ||||
| Mid MAI Capital Management | $1,432 | 0.00% | 87 | Shares | Sole | 2026-05-15 | ||||
| Small FNY Investment Advisers, LLC | $958 | 0.00% | 50 | Shares | Sole | 2026-07-08 | ||||
| Large CWM, LLC | $839 | 0.00% | 51 | Shares | Sole | 2026-05-14 | ||||
| Mid SBI Securities Co., Ltd. Broker-Dealer | $383 | 0.00% | 20 | Shares | Defined | 2026-07-23 | ||||
| Mid EverSource Wealth Advisors, LLC | $286 | 0.00% | 15 | Shares | Sole | 2026-07-24 | ||||
| Small Covestor Ltd | $214 | 0.00% | 13 | Shares | Sole | 2026-05-05 | ||||
| Small Essential Partners LLC | $115 | 0.00% | 7 | Shares | Sole | 2026-05-21 | ||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $98 | 0.00% | 6 | Shares | Defined | 2026-05-08 | ||||
| Micro True Wealth Design, LLC | $95 | 0.00% | 5 | Shares | Sole | 2026-07-16 | ||||
| Mid Allworth Financial LP | $49 | 0.00% | 3 | Shares | Sole | 2026-05-15 | ||||
| Small Root Financial Partners, LLC | $49 | 0.00% | 3 | Shares | Sole | 2026-04-24 | ||||
| Mid Farther Finance Advisors, LLC | $19 | 0.00% | 1 | Shares | Sole | 2026-07-17 | ||||
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