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 | 05/05/2026 | 613.11 K | $9.75 M | 1.04% | 7.32% |
| BLACKROCK, INC. | 05/13/2026 | 509.42 K | $8.39 M | -0.65% | 6.08% |
| SETTIAN CAPITAL LP | 05/05/2026 | 470.52 K | $7.75 M | 0.00% | 5.62% |
| WESTWOOD HOLDINGS GROUP INC | 05/15/2026 | 444.25 K | $7.32 M | 100.00% | 5.30% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 443.80 K | $7.31 M | 0.00% | 5.30% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/23/2026 | 380.81 K | $6.27 M | 2.37% | 4.55% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 350.77 K | $5.78 M | -6.08% | 4.19% |
| 05/15/2026 | 320.52 K | $5.28 M | 100.00% | 3.83% | |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 279.69 K | $4.61 M | 1.88% | 3.34% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 05/11/2026 | 185.00 K | $3.05 M | 0.00% | 2.21% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 160.30 K | $2.64 M | -1.76% | 1.91% |
| GARNER ASSET MANAGEMENT CORP | 04/29/2026 | 111.02 K | $1.83 M | -10.69% | 1.33% |
| AEGIS FINANCIAL CORP | 05/13/2026 | 99.93 K | $1.65 M | 0.00% | 1.19% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 97.35 K | $1.60 M | 3.80% | 1.16% |
| STATE STREET CORP | 05/15/2026 | 88.40 K | $1.47 M | 1.93% | 1.06% |
| GABELLI FUNDS LLC | 05/14/2026 | 82.21 K | $1.35 M | 6.48% | 0.98% |
| PEAPOD LANE CAPITAL LLC | 05/04/2026 | 78.86 K | $1.30 M | -11.07% | 0.94% |
| NORTHERN TRUST CORP | 05/14/2026 | 69.26 K | $1.14 M | 5.36% | 0.83% |
| DE LISLE PARTNERS LLP | 05/13/2026 | 58.20 K | $955.87 K | -1.22% | 0.70% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 55.86 K | $919.95 K | 1.86% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 46.45 K | $765.00 K | 100.00% | 0.55% |
| 05/08/2026 | 42.87 K | $706.00 K | 100.00% | 0.51% | |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 41.90 K | $690.06 K | 9.29% | 0.50% |
| SEI INVESTMENTS CO | 05/13/2026 | 31.66 K | $521.42 K | 31.28% | 0.38% |
| LEVIN CAPITAL STRATEGIES, L.P. | 05/13/2026 | 25.51 K | $420.12 K | 0.00% | 0.30% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 21.44 K | $353.04 K | 1.05% | 0.26% |
| ADVISOR OS, LLC | 05/08/2026 | 20.04 K | $329.98 K | 100.00% | 0.24% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 18.10 K | $299.00 K | 8.90% | 0.22% |
| MORGAN STANLEY | 05/15/2026 | 15.82 K | $260.59 K | -19.31% | 0.19% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 15.35 K | $252.73 K | -16.35% | 0.18% |
| PROSPERITY CONSULTING GROUP, LLC | 05/05/2026 | 14.04 K | $231.22 K | -8.10% | 0.17% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 13.79 K | $227.06 K | 0.21% | 0.16% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 12.27 K | $202.09 K | 6.30% | 0.15% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 05/14/2026 | 11.19 K | $184.33 K | 6.59% | 0.13% |
| CERITY PARTNERS LLC | 05/15/2026 | 10.41 K | $171.40 K | 0.19% | 0.12% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 6.69 K | $110.10 K | 100.00% | 0.08% |
| RHUMBLINE ADVISERS | 05/12/2026 | 5.67 K | $93.35 K | -1.68% | 0.07% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 5.26 K | $86.56 K | -47.61% | 0.06% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 3.60 K | $59.29 K | 0.00% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 3.58 K | $59.00 K | 2.58% | 0.04% |
| JPMORGAN CHASE & CO | 05/13/2026 | 3.03 K | $50.09 K | -64.73% | 0.04% |
| BARCLAYS PLC | 05/15/2026 | 2.76 K | $45.42 K | -77.75% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 2.62 K | $43.18 K | 100.00% | 0.03% |
| UBS GROUP AG | 05/05/2026 | 2.52 K | $41.47 K | -34.43% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 04/29/2026 | 1.90 K | $31.31 K | 0.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 1.62 K | $26.65 K | -16.38% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 1.09 K | $17.87 K | 79.64% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 05/13/2026 | 761 | $12.53 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 675 | $11.12 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 05/15/2026 | 637 | $11.00 K | -1.85% | 0.01% |
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, 89 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
BlackRock, Inc.: 509,415
Settian Capital LP: 470,515
WESTWOOD HOLDINGS GROUP INC: 444,245
GAMCO INVESTORS, INC. ET AL: 443,800
North Star Investment Management Corp.: 380,809
62.78% of Westwood Holdings Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.35 M shares in the last 24 months. This purchase volume represents approximately $99.57 M in transactions.