Who owns WESTWOOD HOLDINGS GROUP INC?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WHG from SEC Form 13F filings across 73 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 73 institutions disclosed 5.5M shares of WESTWOOD HOLDINGS GROUP INC worth $104.3M — about 63.2% of shares outstanding; the largest disclosed holder is Allspring Global Investments Holdings, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
73
13F holders
$104.3M
value, 2026 filers
63.2%
of shares outstanding (5.5M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WHG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | 592,567 | $11.4M | 0.0% | 6.9% | -3.4% |
| 2 | BlackRock, Inc. | 582,224 | $11.2M | 0.0% | 6.7% | +14.3% |
| 3 | WESTWOOD HOLDINGS GROUP INC | 518,966 | $9.9M | 0.1% | 6% | +16.8% |
| 4 | Settian Capital LP | 470,515 | $9.0M | 5.8% | 5.4% | 0.0% |
| 5 | GAMCO INVESTORS, INC. ET AL | 443,800 | $8.5M | 0.1% | 5.1% | 0.0% |
| 6 | North Star Investment Management Corp. | 387,800 | $7.4M | 0.4% | 4.5% | +1.8% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 328,558 | $6.3M | 0.0% | 3.8% | -6.3% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 327,032 | $6.3M | 0.0% | 3.8% | +2.0% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 284,446 | $5.5M | 0.0% | 3.3% | +1.7% |
| 10 | KING LUTHER CAPITAL MANAGEMENT CORP | 185,000 | $3.5M | 0.0% | 2.1% | 0.0% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 172,481 | $3.3M | 0.0% | 2% | +7.6% |
| 12 | AEGIS FINANCIAL CORP | 99,926 | $1.9M | 0.3% | 1.2% | 0.0% |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 99,460 | $1.9M | 0.0% | 1.2% | +2.2% |
| 14 | Garner Asset Management Corp | 94,418 | $1.8M | 0.6% | 1.1% | -15.0% |
| 15 | STATE STREET CORP | 86,997 | $1.7M | 0.0% | 1% | -1.6% |
| 16 | GABELLI FUNDS LLC | 82,210 | $1.6M | 0.0% | 1% | 0.0% |
| 17 | Peapod Lane Capital LLC | 80,120 | $1.5M | 1.0% | 0.9% | +1.6% |
| 18 | NORTHERN TRUST CORP | 55,531 | $1.1M | 0.0% | 0.6% | -19.8% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 50,013 | $958,249 | 0.0% | 0.6% | +16.7% |
| 20 | De Lisle Partners LLP | 50,012 | $959,603 | 0.1% | 0.6% | -14.1% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 46,948 | $899,524 | 0.0% | 0.5% | +1.1% |
| 22 | BANK OF AMERICA CORP /DE/ | 46,310 | $887,299 | 0.0% | 0.5% | -17.1% |
| 23 | Empowered Funds, LLC | 44,008 | $843,193 | 0.0% | 0.5% | +5.0% |
| 24 | SEI INVESTMENTS CO | 40,419 | $774,428 | 0.0% | 0.5% | +27.7% |
| 25 | LEVIN CAPITAL STRATEGIES, L.P. | 25,508 | $488,733 | 0.0% | 0.3% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.