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 | 08/13/2026 | 592.57 K | $11.39 M | -3.35% | 6.86% |
| BLACKROCK, INC. | 08/07/2026 | 582.22 K | $11.16 M | 14.29% | 6.74% |
| WESTWOOD HOLDINGS GROUP INC | 08/14/2026 | 518.97 K | $9.94 M | 16.82% | 6.00% |
| SETTIAN CAPITAL LP | 08/05/2026 | 470.52 K | $9.02 M | 0.00% | 5.44% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 443.80 K | $8.50 M | 0.00% | 5.13% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 387.80 K | $7.43 M | 1.84% | 4.49% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 328.56 K | $6.30 M | -6.33% | 3.80% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 327.03 K | $6.27 M | 2.03% | 3.78% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 284.45 K | $5.45 M | 1.70% | 3.29% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 08/10/2026 | 185.00 K | $3.54 M | 0.00% | 2.14% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 172.48 K | $3.31 M | 7.60% | 2.00% |
| AEGIS FINANCIAL CORP | 08/12/2026 | 99.93 K | $1.91 M | 0.00% | 1.16% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 99.46 K | $1.91 M | 2.17% | 1.15% |
| GARNER ASSET MANAGEMENT CORP | 08/07/2026 | 94.42 K | $1.81 M | -14.95% | 1.09% |
| STATE STREET CORP | 09/22/2026 | 87.00 K | $1.68 M | -1.58% | 1.01% |
| GABELLI FUNDS LLC | 08/12/2026 | 82.21 K | $1.58 M | 0.00% | 0.95% |
| PEAPOD LANE CAPITAL LLC | 07/27/2026 | 80.12 K | $1.54 M | 1.60% | 0.93% |
| NORTHERN TRUST CORP | 08/13/2026 | 55.53 K | $1.06 M | -19.82% | 0.64% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 50.01 K | $958.25 K | 16.67% | 0.58% |
| DE LISLE PARTNERS LLP | 08/12/2026 | 50.01 K | $959.60 K | -14.07% | 0.58% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 46.95 K | $899.52 K | 1.08% | 0.54% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 46.31 K | $887.30 K | -17.09% | 0.54% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 44.01 K | $843.19 K | 5.04% | 0.51% |
| SEI INVESTMENTS CO | 08/14/2026 | 40.42 K | $774.43 K | 27.67% | 0.47% |
| LEVIN CAPITAL STRATEGIES, L.P. | 07/31/2026 | 25.51 K | $488.73 K | 0.00% | 0.30% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 22.41 K | $430.00 K | 23.82% | 0.26% |
| MORGAN STANLEY | 08/13/2026 | 21.57 K | $413.38 K | 36.35% | 0.25% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 20.67 K | $395.94 K | -3.60% | 0.24% |
| ADVISOR OS, LLC | 08/05/2026 | 19.82 K | $379.71 K | -1.08% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 18.19 K | $348.60 K | 18.57% | 0.21% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 18.19 K | $348.60 K | 100.00% | 0.21% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 08/12/2026 | 17.04 K | $326.45 K | 52.23% | 0.20% |
| NUVEEN, LLC | 08/11/2026 | 14.76 K | $282.74 K | 100.00% | 0.17% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 13.79 K | $264.14 K | 0.00% | 0.16% |
| PROSPERITY CONSULTING GROUP, LLC | 08/13/2026 | 13.38 K | $256.36 K | -4.69% | 0.15% |
| CERITY PARTNERS LLC | 08/14/2026 | 10.83 K | $207.43 K | 4.03% | 0.13% |
| MARQUETTE ASSET MANAGEMENT, LLC | 07/09/2026 | 10.80 K | $206.95 K | 100.00% | 0.12% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 8.63 K | $165.43 K | 64.27% | 0.10% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 7.73 K | $148.03 K | 15.57% | 0.09% |
| LRI INVESTMENTS, LLC | 07/14/2026 | 7.00 K | $134.12 K | 100.00% | 0.08% |
| UBS GROUP AG | 08/13/2026 | 6.27 K | $120.15 K | 149.05% | 0.07% |
| RHUMBLINE ADVISERS | 08/12/2026 | 6.07 K | $116.26 K | 7.06% | 0.07% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 3.92 K | $75.16 K | 535.82% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 3.60 K | $68.98 K | 0.00% | 0.04% |
| CITIGROUP INC | 08/03/2026 | 3.45 K | $66.08 K | 896.82% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 3.43 K | $65.62 K | -4.38% | 0.04% |
| JPMORGAN CHASE & CO | 08/12/2026 | 3.41 K | $68.75 K | 12.46% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 2.62 K | $50.24 K | 0.00% | 0.03% |
| BARCLAYS PLC | 08/14/2026 | 1.92 K | $36.73 K | -30.49% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 07/23/2026 | 1.90 K | $36.42 K | 0.00% | 0.02% |
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Westwood Holdings Group Inc institutional Ownership - FAQ's
During the previous two years, 98 institutional investors and hedge funds held shares of Westwood Holdings Group Inc. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 592,567
BlackRock, Inc.: 582,224
WESTWOOD HOLDINGS GROUP INC: 518,966
Settian Capital LP: 470,515
GAMCO INVESTORS, INC. ET AL: 443,800
North Star Investment Management Corp.: 387,800
63.20% of Westwood Holdings Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.89 M shares in the last 24 months. This purchase volume represents approximately $108.07 M in transactions.