Security key
961765104
WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG)
CUSIP: 961765104
Q1 2019 13F Holders as of 31 Mar 2019
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 6,028,577
- Total 13F value
- $212,780,093
- Share change
- +63,554
- SEC-reported price per share
- $35.27
- Number of holders
- 93
- Value change
- +$2,383,363
- Number of buys
- 43
- Number of sells
- 34
- Shares outstanding
- 9,322,176
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2019
Institutions
93
Top holders
10
WHG full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
WESTWOOD HOLDINGS GROUP INC SEC filings
WESTWOOD HOLDINGS GROUP INC company facts
WESTWOOD HOLDINGS GROUP INC 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 961765104
Recent filing periods:
Ownership snapshot
Top reported holders of WHG - WESTWOOD HOLDINGS GROUP INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
15/15
Latest evidence
31 Dec 2018
13F
Lead comparable stake: 7.9%
Showing 1-6 of 15 holder rows.
Quick read
BlackRock Finance, Inc. leads the comparable SEC ownership view at 7.9%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock Finance, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock Finance, Inc.
7.9%
WELLS FARGO & COMPANY/MN
7.7%
GAMCO INVESTORS, INC. ET AL
6%
RENAISSANCE TECHNOLOGIES LLC
5.3%
Conestoga Capital Advisors, LLC
4.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
Company
|
7.9%
|
$24,895,000
732,202 shares
|
— | 31 Dec 2018 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
7.7%
|
$24,553,000
722,155 shares
|
— | 31 Dec 2018 |
| GAMCO INVESTORS, INC. ET AL |
13F
Company
|
6%
|
$19,148,000
563,191 shares
|
— | 31 Dec 2018 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
5.3%
|
$16,809,000
494,392 shares
|
— | 31 Dec 2018 |
| Conestoga Capital Advisors, LLC |
13F
Company
|
4.9%
|
$15,675,000
461,026 shares
|
— | 31 Dec 2018 |
| VANGUARD GROUP INC |
13F
Company
|
4%
|
$12,834,000
377,440 shares
|
— | 31 Dec 2018 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2019
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
93
Shares
6,028,577
Rows available
93
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2019 vs Q1 2026 Across Filers
Q1 2026 holders
67
Q1 2019 holders
93
Holder diff
26
| Investor | Q1 2026 Shares | Q1 2019 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2019 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend