Security Snapshot

WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG) Institutional Ownership

CUSIP: 961765104

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

67

Shares (Excl. Options)

5,285,071

Price

$16.47

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Type / Class
Equity / Common Stock
Symbol
WHG on NYSE
Shares outstanding
9,322,176
Price per share
$16.74
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
5,285,071
Total reported value
$86,705,578
% of total 13F portfolios
0%
Share change
+455,894
Value change
+$7,490,363
Number of holders
67
Price from insider filings
$16.74
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • WHG - WESTWOOD HOLDINGS GROUP INC - Common Stock is tracked under CUSIP 961765104.
  • 67 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 60 to 67 between Q4 2025 and Q1 2026.
  • Reported value moved from $83,153,124 to $86,705,578.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 67 institutions filings for Q1 2026.

Open SEC Evidence

Security key

961765104

Latest holder period

Q1 2026

13F holders

67

13D/G owners

4

CIK / CUSIP context first

Open Q1 2026 holders WHG full holder history WESTWOOD HOLDINGS GROUP INC SEC filings WESTWOOD HOLDINGS GROUP INC company facts WESTWOOD HOLDINGS GROUP INC insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

Significant Owners of WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 5.1% $7,842,900 475,431 BlackRock, Inc. 30 Sep 2025
Settian Capital LP 5% $7,424,727 470,515 Settian Capital LP 30 Jul 2025
GAMCO INVESTORS, INC. ET AL 4.7% $6,830,082 443,800 GAMCO INVESTORS, INC. ET AL 11 Jul 2025
RENAISSANCE TECHNOLOGIES LLC 4.7% $7,250,208 432,332 Renaissance Technologies LLC 30 Sep 2024

As of 31 Mar 2026, 67 institutional investors reported holding 5,285,071 shares of WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG). This represents 57% of the company’s total 9,322,176 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Allspring Global Investments Holdings, LLC 6.6% 613,114 +1% 0.02% $9,748,513
BlackRock, Inc. 5.5% 509,415 -0.65% 0% $8,390,056
Settian Capital LP 5% 470,515 0% 5.4% $7,749,382
WESTWOOD HOLDINGS GROUP INC 4.8% 444,245 0.05% $7,316,722
GAMCO INVESTORS, INC. ET AL 4.8% 443,800 0% 0.07% $7,309,386
North Star Investment Management Corp. 4.1% 380,809 +2.4% 0.38% $6,271,924
RENAISSANCE TECHNOLOGIES LLC 3.8% 350,767 -6.1% 0.01% $5,777,132
VANGUARD CAPITAL MANAGEMENT LLC 3.4% 320,516 0% 0% $5,278,899
DIMENSIONAL FUND ADVISORS LP 3% 279,685 +1.9% 0% $4,606,608
KING LUTHER CAPITAL MANAGEMENT CORP 2% 185,000 0% 0.01% $3,046,950
GEODE CAPITAL MANAGEMENT, LLC 1.7% 160,296 -1.8% 0% $2,641,542
Garner Asset Management Corp 1.2% 111,016 -11% 0.72% $1,828,301
AEGIS FINANCIAL CORP 1.1% 99,926 0% 0.28% $1,645,781
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1% 97,350 +3.8% 0.03% $1,603,355
STATE STREET CORP 0.95% 88,397 +1.9% 0% $1,469,043
GABELLI FUNDS LLC 0.88% 82,210 +6.5% 0.01% $1,353,999
Peapod Lane Capital LLC 0.85% 78,859 -11% 1.1% $1,295,320
NORTHERN TRUST CORP 0.74% 69,256 +5.4% 0% $1,140,647
De Lisle Partners LLP 0.62% 58,199 -1.2% 0.11% $955,865
BANK OF AMERICA CORP /DE/ 0.6% 55,856 +1.9% 0% $919,948
VANGUARD FIDUCIARY TRUST CO 0.5% 46,448 0% 0% $764,999
VANGUARD PORTFOLIO MANAGEMENT LLC 0.46% 42,866 0% 0% $706,003
Empowered Funds, LLC 0.45% 41,898 0% $690,060
SEI INVESTMENTS CO 0.34% 31,659 +31% 0% $521,424
LEVIN CAPITAL STRATEGIES, L.P. 0.27% 25,508 0% 0.03% $420,117

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 5,285,071 $86,705,578 +$7,490,363 $16.47 67
2025 Q4 4,815,705 $83,153,124 +$7,348,244 $17.21 60
2025 Q3 4,390,584 $72,423,798 -$8,170,668 $16.49 58
2025 Q2 4,916,572 $76,811,283 +$4,052,260 $15.60 56
2025 Q1 4,640,098 $75,044,603 -$680,814 $16.20 49
2024 Q4 4,691,840 $68,311,508 -$3,671,706 $14.51 51
2024 Q3 4,773,603 $67,792,578 +$1,110,492 $14.20 43
2024 Q2 4,699,828 $57,244,670 +$118,362 $12.18 43
2024 Q1 4,689,477 $57,786,242 +$407,553 $12.32 45
2023 Q4 4,625,394 $58,099,582 -$4,043,017 $12.57 46
2023 Q3 5,113,239 $51,903,494 +$262,724 $10.15 40
2023 Q2 5,102,120 $63,270,368 +$694,740 $12.40 40
2023 Q1 5,032,183 $56,415,108 +$430,038 $11.21 37
2022 Q4 4,993,874 $55,603,250 -$564,490 $11.13 33
2022 Q3 4,949,737 $47,666,979 -$4,485,634 $9.63 35
2022 Q2 5,276,661 $72,824,388 +$33,048 $13.80 39
2022 Q1 5,293,550 $81,106,526 +$29,219 $15.32 43
2021 Q4 5,288,283 $89,584,672 -$11,753,763 $16.94 47
2021 Q3 4,504,352 $85,596,318 +$1,272,277 $19.00 46
2021 Q2 4,422,121 $96,224,852 -$12,399,612 $21.76 51
2021 Q1 5,087,228 $73,596,861 -$6,126,619 $14.46 53
2020 Q4 5,510,641 $79,900,088 +$1,211,421 $14.50 61
2020 Q3 5,456,170 $60,782,935 -$3,835,182 $11.14 60
2020 Q2 5,593,887 $88,104,324 -$8,820,193 $15.75 65
2020 Q1 6,129,606 $112,298,885 -$6,754,802 $18.31 71
2019 Q4 6,196,873 $183,677,065 +$138,082 $29.62 75
2019 Q3 6,201,665 $171,733,477 +$6,125,181 $27.67 81
2019 Q2 5,962,960 $209,791,416 +$716,020 $35.20 87
2019 Q1 6,028,577 $212,780,093 +$2,383,363 $35.27 93
2018 Q4 5,962,935 $202,857,774 -$10,767,424 $34.00 84
2018 Q3 6,048,814 $312,881,722 -$3,752,971 $51.74 85
2018 Q2 6,113,663 $363,967,567 +$6,516,329 $59.54 92
2018 Q1 6,018,866 $340,027,821 -$312,738 $56.49 90
2017 Q4 5,991,912 $396,766,445 +$2,765,861 $66.21 94
2017 Q3 5,941,336 $399,639,018 +$10,616,357 $67.27 87
2017 Q2 5,786,384 $328,035,320 +$12,973,510 $56.69 83
2017 Q1 5,558,051 $296,878,389 +$32,533,478 $53.41 74
2016 Q4 5,499,784 $329,923,336 +$10,623,026 $59.99 83
2016 Q3 5,335,034 $283,340,135 +$1,436,957 $53.11 78
2016 Q2 5,308,640 $274,985,027 -$8,938,177 $51.80 82
2016 Q1 5,481,311 $321,454,000 +$7,147,394 $58.65 82
2015 Q4 5,356,844 $279,061,459 -$2,702,815 $52.09 86
2015 Q3 5,401,112 $293,574,591 +$265,538 $54.35 83
2015 Q2 5,390,022 $321,074,083 +$3,347,044 $59.57 82
2015 Q1 5,332,285 $321,679,234 +$9,264,505 $60.30 82
2014 Q4 5,178,863 $320,130,743 -$9,866,323 $61.82 82
2014 Q3 5,354,561 $303,547,668 +$3,561,766 $56.69 78
2014 Q2 5,291,193 $317,550,086 +$1,857,444 $60.04 79
2014 Q1 5,260,316 $329,564,956 +$7,923,726 $62.69 80
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