WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG)

Historical Holders from Q1 2014 to Q3 2025

Symbol
WHG on NYSE
Type / Class
Equity / Common Stock
Shares outstanding
9.32M
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
4.39M
Holdings value
$72.4M
% of all portfolios
0.001%
Grand Portfolio weight change
0%
Number of holders
58
Number of buys
29
Number of sells
-23
Average Value change %
0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 5.1% $7.84M 475K BlackRock, Inc. 30 Sep 2025
Settian Capital LP 5% $7.42M 471K Settian Capital LP 30 Jul 2025
GAMCO INVESTORS, INC. ET AL 4.7% $6.83M 444K GAMCO INVESTORS, INC. ET AL 11 Jul 2025
RENAISSANCE TECHNOLOGIES LLC 4.66% $7.25M 432K Renaissance Technologies LLC 30 Sep 2024
DEPRINCE RACE & ZOLLO INC 3.76% $5.85M 349K DePrince, Race & Zollo, Inc. 21 Jan 2025

Institutional Holders of WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 4.39M $72.4M -$8.17M $16.49 58
2025 Q2 4.92M $76.8M +$4.05M $15.60 56
2025 Q1 4.64M $75M -$681K $16.20 49
2024 Q4 4.69M $68.3M -$3.67M $14.51 51
2024 Q3 4.77M $67.8M +$1.11M $14.20 43
2024 Q2 4.7M $57.2M +$118K $12.18 43
2024 Q1 4.69M $57.8M +$408K $12.32 45
2023 Q4 4.63M $58.1M -$4.04M $12.57 46
2023 Q3 5.11M $51.9M +$263K $10.15 40
2023 Q2 5.1M $63.3M +$695K $12.40 40
2023 Q1 5.03M $56.4M +$430K $11.21 37
2022 Q4 4.99M $55.6M -$564K $11.13 33
2022 Q3 4.95M $47.7M -$4.49M $9.63 35
2022 Q2 5.28M $72.8M +$33K $13.80 39
2022 Q1 5.29M $81.1M +$29.2K $15.32 43
2021 Q4 5.29M $89.6M -$11.8M $16.94 47
2021 Q3 4.5M $85.6M +$1.27M $19.00 46
2021 Q2 4.42M $96.2M -$12.4M $21.76 51
2021 Q1 5.09M $73.6M -$6.13M $14.46 53
2020 Q4 5.51M $79.9M +$1.21M $14.50 61
2020 Q3 5.46M $60.8M -$3.84M $11.14 60
2020 Q2 5.59M $88.1M -$8.82M $15.75 65
2020 Q1 6.13M $112M -$6.75M $18.31 71
2019 Q4 6.2M $184M +$138K $29.62 75
2019 Q3 6.2M $172M +$6.13M $27.67 81
2019 Q2 5.96M $210M +$716K $35.20 87
2019 Q1 6.03M $213M +$2.38M $35.27 93
2018 Q4 5.96M $203M -$10.8M $34.00 84
2018 Q3 6.05M $313M -$3.75M $51.74 85
2018 Q2 6.11M $364M +$6.52M $59.54 92
2018 Q1 6.02M $340M -$313K $56.49 90
2017 Q4 5.99M $397M +$2.77M $66.21 94
2017 Q3 5.94M $400M +$10.6M $67.27 87
2017 Q2 5.79M $328M +$13M $56.69 83
2017 Q1 5.56M $297M +$32.5M $53.41 74
2016 Q4 5.5M $330M +$10.6M $59.99 83
2016 Q3 5.34M $283M +$1.44M $53.11 78
2016 Q2 5.31M $275M -$8.94M $51.80 82
2016 Q1 5.48M $321M +$7.15M $58.65 82
2015 Q4 5.36M $279M -$2.7M $52.09 86
2015 Q3 5.4M $294M +$266K $54.35 83
2015 Q2 5.39M $321M +$3.35M $59.57 82
2015 Q1 5.33M $322M +$9.26M $60.30 82
2014 Q4 5.18M $320M -$9.87M $61.82 82
2014 Q3 5.35M $304M +$3.56M $56.69 78
2014 Q2 5.29M $318M +$1.86M $60.04 79
2014 Q1 5.26M $330M +$7.92M $62.69 80