Westwood Holdings Group Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 606.81 K | $10.70 M | 2.20% | 7.21% |
| BLACKROCK, INC. | 02/12/2026 | 512.74 K | $8.82 M | 4.82% | 6.09% |
| SETTIAN CAPITAL LP | 02/04/2026 | 470.52 K | $8.10 M | 0.00% | 5.59% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 443.80 K | $7.64 M | 100.00% | 5.27% |
| VANGUARD GROUP INC | 01/29/2026 | 398.35 K | $6.86 M | 0.27% | 4.73% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 373.46 K | $6.43 M | -3.91% | 4.44% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 371.99 K | $6.40 M | 1.23% | 4.42% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 274.52 K | $4.72 M | 0.52% | 3.26% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 02/09/2026 | 185.00 K | $3.18 M | 0.00% | 2.20% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 163.17 K | $2.81 M | 0.55% | 1.94% |
| GARNER ASSET MANAGEMENT CORP | 02/03/2026 | 124.31 K | $2.14 M | -8.07% | 1.48% |
| AEGIS FINANCIAL CORP | 02/12/2026 | 99.93 K | $1.72 M | 0.00% | 1.19% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 93.79 K | $1.61 M | 3.72% | 1.11% |
| PEAPOD LANE CAPITAL LLC | 01/28/2026 | 88.68 K | $1.53 M | 0.73% | 1.05% |
| STATE STREET CORP | 02/13/2026 | 86.73 K | $1.50 M | 6.70% | 1.03% |
| GABELLI FUNDS LLC | 02/05/2026 | 77.21 K | $1.33 M | 0.00% | 0.92% |
| NORTHERN TRUST CORP | 02/17/2026 | 65.73 K | $1.13 M | -7.00% | 0.78% |
| DE LISLE PARTNERS LLP | 02/13/2026 | 58.92 K | $1.02 M | -19.20% | 0.70% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 54.84 K | $943.76 K | -5.49% | 0.65% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 38.34 K | $659.78 K | 9.63% | 0.46% |
| LEVIN CAPITAL STRATEGIES, L.P. | 01/30/2026 | 25.51 K | $438.99 K | 0.00% | 0.30% |
| SEI INVESTMENTS CO | 02/13/2026 | 24.12 K | $415.04 K | 37.85% | 0.29% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 21.21 K | $365.07 K | -0.72% | 0.25% |
| ARETE WEALTH ADVISORS, LLC | 02/13/2026 | 20.22 K | $348.00 K | 0.00% | 0.24% |
| MORGAN STANLEY | 02/13/2026 | 19.61 K | $337.48 K | 11.04% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 18.34 K | $315.70 K | 0.00% | 0.22% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 16.62 K | $287.00 K | 0.00% | 0.20% |
| PROSPERITY CONSULTING GROUP, LLC | 02/17/2026 | 15.28 K | $262.92 K | -7.47% | 0.18% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 13.76 K | $236.76 K | 1.17% | 0.16% |
| BARCLAYS PLC | 02/13/2026 | 12.40 K | $213.34 K | 10.62% | 0.15% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 11.54 K | $198.66 K | 100.00% | 0.14% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 02/05/2026 | 10.50 K | $180.71 K | 0.00% | 0.12% |
| CERITY PARTNERS LLC | 02/11/2026 | 10.39 K | $178.76 K | -0.02% | 0.12% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 10.03 K | $172.65 K | 39.90% | 0.12% |
| JPMORGAN CHASE & CO | 02/11/2026 | 8.60 K | $148.04 K | -15.59% | 0.10% |
| RHUMBLINE ADVISERS | 02/13/2026 | 5.77 K | $99.21 K | -21.93% | 0.07% |
| UBS GROUP AG | 01/29/2026 | 3.84 K | $66.09 K | -25.73% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 3.60 K | $61.96 K | 0.00% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 3.49 K | $60.10 K | -1.10% | 0.04% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 1.94 K | $33.30 K | 5.05% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 1.90 K | $32.72 K | 0.00% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 1.01 K | $17.43 K | 22.20% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 761 | $13.10 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 675 | $11.62 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 671 | $11.56 K | 0.15% | 0.01% |
| ROYAL BANK OF CANADA | 02/17/2026 | 649 | $11.00 K | 13.26% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 604 | $10.40 K | -9.45% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/17/2026 | 457 | $7.87 K | -1.93% | 0.01% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2026 | 429 | $7.38 K | -16.54% | 0.01% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 309 | $5.31 K | 45.07% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Westwood Holdings Group Inc institutional Ownership - FAQ's
During the previous two years, 88 institutional investors and hedge funds held shares of Westwood Holdings Group Inc. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 613,114
Settian Capital LP: 470,515
North Star Investment Management Corp.: 380,809
Garner Asset Management Corp: 111,016
Peapod Lane Capital LLC: 78,859
Bank of New York Mellon Corp: 21,436
57.66% of Westwood Holdings Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.98 M shares in the last 24 months. This purchase volume represents approximately $109.57 M in transactions.