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 | 01/29/2025 | 585,843 | $8.74 M | 0.30% | 7.18% |
| GAMCO INVESTORS, INC. ET AL | 02/13/2025 | 446,700 | $6.48 M | 0.00% | 5.47% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 420,128 | $6.10 M | -2.82% | 5.17% |
| VANGUARD GROUP INC | 02/11/2025 | 375,157 | $5.44 M | -7.23% | 4.62% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 02/10/2025 | 361,996 | $5.25 M | 0.84% | 4.43% |
| DEPRINCE RACE & ZOLLO INC | 02/14/2025 | 327,929 | $4.76 M | -28.28% | 4.02% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 258,805 | $3.75 M | 4.02% | 3.19% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 223,026 | $3.24 M | 3.44% | 2.73% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 190,896 | $2.77 M | -31.90% | 2.35% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 02/07/2025 | 184,990 | $2.68 M | 0.00% | 2.27% |
| 01/29/2025 | 174,546 | $2.53 M | 100.00% | 2.14% | |
| GARNER ASSET MANAGEMENT CORP | 02/13/2025 | 140,753 | $2.01 M | 11.42% | 1.72% |
| ALLRED CAPITAL MANAGEMENT, LLC | 02/13/2025 | 103,873 | $1.51 M | 0.00% | 1.27% |
| AEGIS FINANCIAL CORP | 02/12/2025 | 100,002 | $1.45 M | 0.00% | 1.23% |
| GABELLI FUNDS LLC | 02/13/2025 | 86,811 | $1.26 M | -13.46% | 1.06% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 80,812 | $1.17 M | 0.69% | 0.99% |
| DE LISLE PARTNERS LLP | 02/13/2025 | 72,921 | $1.07 M | 6.18% | 0.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 65,830 | $955,541 | 0.42% | 0.81% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 47,027 | $682,362 | 108.58% | 0.58% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/10/2025 | 27,861 | $395,626 | 87.48% | 0.34% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 26,460 | $383,935 | 5.39% | 0.32% |
| MARQUETTE ASSET MANAGEMENT, LLC | 01/14/2025 | 25,735 | $373,415 | 0.00% | 0.32% |
| LEVIN CAPITAL STRATEGIES, L.P. | 02/05/2025 | 25,508 | $370,121 | 0.00% | 0.31% |
| ANCORA ADVISORS, LLC | 02/14/2025 | 24,012 | $348,414 | 100.00% | 0.29% |
| 683 CAPITAL MANAGEMENT, LLC | 02/14/2025 | 22,178 | $321,802 | 100.00% | 0.27% |
| ARETE WEALTH ADVISORS, LLC | 02/12/2025 | 20,358 | $299,000 | -0.34% | 0.25% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 19,441 | $282,089 | 78.92% | 0.24% |
| PROSPERITY CONSULTING GROUP, LLC | 02/14/2025 | 18,936 | $274,761 | -3.65% | 0.23% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 14,649 | $212,557 | 3.23% | 0.18% |
| SEI INVESTMENTS CO | 02/11/2025 | 14,137 | $205,128 | 0.98% | 0.17% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 13,200 | $192,000 | 0.00% | 0.16% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 02/13/2025 | 11,000 | $159,610 | 100.00% | 0.13% |
| CERITY PARTNERS LLC | 02/13/2025 | 10,374 | $150,527 | 0.00% | 0.13% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 10,086 | $146,348 | 100.00% | 0.12% |
| ROYAL BANK OF CANADA | 02/14/2025 | 7,280 | $106,000 | 0.00% | 0.09% |
| CITIGROUP INC | 02/12/2025 | 7,113 | $103,210 | 100.00% | 0.09% |
| BARCLAYS PLC | 02/13/2025 | 3,054 | $44,000 | 180.70% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 1,440 | $20,518 | 0.14% | 0.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 1,414 | $20,518 | 3.06% | 0.02% |
| UBS GROUP AG | 02/14/2025 | 1,086 | $15,758 | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 02/12/2025 | 598 | $8,677 | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 326 | $4,730 | 100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 317 | $4,596 | 20.08% | 0.00% |
| CULLEN/FROST BANKERS, INC. | 02/06/2025 | 133 | $1,930 | 0.00% | 0.00% |
| FMR LLC | 02/13/2025 | 33 | $476 | 0.00% | 0.00% |
| 02/06/2025 | 19 | $276 | 100.00% | 0.00% | |
| ACUITAS INVESTMENTS, LLC | 01/31/2025 | 0 | $0 | -100.00% | 0.00% |
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Westwood Holdings Group, Inc. institutional Ownership - FAQ's
During the previous two years, 70 institutional investors and hedge funds held shares of Westwood Holdings Group, Inc.. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 585,843
GAMCO INVESTORS, INC. ET AL: 446,700
RENAISSANCE TECHNOLOGIES LLC: 420,128
VANGUARD GROUP INC: 375,157
North Star Investment Management Corp.: 361,996
DEPRINCE RACE & ZOLLO INC: 327,929
57.64% of Westwood Holdings Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.50 M shares in the last 24 months. This purchase volume represents approximately $82.67 M in transactions.