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 | 10/20/2025 | 593.75 K | $9.80 M | 0.85% | 7.06% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/22/2025 | 367.48 K | $6.06 M | 0.00% | 4.37% |
| CERITY PARTNERS LLC | 10/22/2025 | 10.39 K | $171.32 K | 0.14% | 0.12% |
| AMALGAMATED BANK | 10/29/2025 | 254 | $4.00 K | 0.00% | 0.00% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 21.37 K | $352.34 K | 12.63% | 0.25% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 3.60 K | $59.36 K | -42.86% | 0.04% |
| RHUMBLINE ADVISERS | 11/06/2025 | 7.38 K | $121.76 K | -21.78% | 0.09% |
| SETTIAN CAPITAL LP | 11/07/2025 | 470.52 K | $7.76 M | 9.42% | 5.60% |
| VANGUARD GROUP INC | 11/07/2025 | 397.27 K | $6.55 M | 2.91% | 4.73% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 11/07/2025 | 185.00 K | $3.05 M | 0.00% | 2.20% |
| LEVIN CAPITAL STRATEGIES, L.P. | 11/07/2025 | 25.51 K | $420.63 K | 0.00% | 0.30% |
| GARNER ASSET MANAGEMENT CORP | 11/10/2025 | 135.21 K | $2.23 M | 1.52% | 1.61% |
| PEAPOD LANE CAPITAL LLC | 11/10/2025 | 88.04 K | $1.45 M | 1.11% | 1.05% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 18.34 K | $302.49 K | 0.00% | 0.22% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 761 | $12.55 K | 0.00% | 0.01% |
| BLACKROCK, INC. | 11/12/2025 | 489.14 K | $8.07 M | 15.56% | 5.82% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 273.09 K | $4.50 M | -1.87% | 3.25% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 162.27 K | $2.68 M | 0.66% | 1.93% |
| AEGIS FINANCIAL CORP | 11/12/2025 | 99.93 K | $1.65 M | 0.00% | 1.19% |
| GABELLI FUNDS LLC | 11/12/2025 | 77.21 K | $1.27 M | -2.53% | 0.92% |
| ARETE WEALTH ADVISORS, LLC | 11/12/2025 | 20.22 K | $333.00 K | -0.27% | 0.24% |
| BARCLAYS PLC | 11/12/2025 | 11.21 K | $184.79 K | -24.25% | 0.13% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 11/12/2025 | 10.50 K | $173.15 K | -4.55% | 0.12% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 1.90 K | $31.35 K | 100.00% | 0.02% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2025 | 514 | $8.48 K | 155.72% | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 388.66 K | $6.41 M | -3.24% | 4.62% |
| DE LISLE PARTNERS LLP | 11/13/2025 | 72.92 K | $1.21 M | 0.00% | 0.87% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 34.97 K | $576.64 K | 12.20% | 0.42% |
| SEI INVESTMENTS CO | 11/13/2025 | 17.50 K | $288.49 K | 33.25% | 0.21% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 13.60 K | $224.23 K | 19.33% | 0.16% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 8.26 K | $136.22 K | 100.00% | 0.10% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 7.17 K | $118.25 K | 18.63% | 0.09% |
| UBS GROUP AG | 11/13/2025 | 5.17 K | $85.25 K | -20.01% | 0.06% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 1.84 K | $30.38 K | 34.55% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 829 | $13.67 K | -98.28% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 675 | $11.13 K | 0.00% | 0.01% |
| FMR LLC | 11/13/2025 | 358 | $5.90 K | 5.29% | 0.00% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 90.42 K | $1.49 M | 4.39% | 1.08% |
| STATE STREET CORP | 11/14/2025 | 81.28 K | $1.35 M | 2.81% | 0.97% |
| NORTHERN TRUST CORP | 11/14/2025 | 70.68 K | $1.17 M | -7.66% | 0.84% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 58.03 K | $956.85 K | -7.38% | 0.69% |
| MORGAN STANLEY | 11/14/2025 | 17.66 K | $291.20 K | -27.40% | 0.21% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 16.62 K | $275.00 K | 0.00% | 0.20% |
| PROSPERITY CONSULTING GROUP, LLC | 11/14/2025 | 16.51 K | $272.25 K | -1.65% | 0.20% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 3.53 K | $58.23 K | -13.24% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 670 | $11.72 K | 0.30% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 667 | $11.00 K | 8,237.50% | 0.01% |
| ROYAL BANK OF CANADA | 11/14/2025 | 573 | $10.00 K | -92.88% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2025 | 466 | $7.68 K | 0.22% | 0.01% |
| JPMORGAN CHASE & CO | 11/26/2025 | 10.19 K | $168.05 K | 35.21% | 0.12% |
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Westwood Holdings Group, Inc. institutional Ownership - FAQ's
During the previous two years, 84 institutional investors and hedge funds held shares of Westwood Holdings Group, Inc.. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 593,753
BlackRock, Inc.: 489,137
Settian Capital LP: 470,515
VANGUARD GROUP INC: 397,265
RENAISSANCE TECHNOLOGIES LLC: 388,658
North Star Investment Management Corp.: 367,477
52.24% of Westwood Holdings Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.42 M shares in the last 24 months. This purchase volume represents approximately $88.72 M in transactions.