WHG Westwood Holdings Group Inc.
Westwood Holdings Group Inc. (WHG) Institutional Ownership
What the institutions did with WHG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Allspring Global Investments Holdings, LLC | 592.6K | 10.9% |
| BlackRock, Inc. | 582.2K | 10.7% |
| WESTWOOD HOLDINGS GROUP INC | 519.0K | 9.5% |
| Settian Capital LP | 470.5K | 8.6% |
| GAMCO INVESTORS, INC. ET AL | 443.8K | 8.2% |
| North Star Investment Management Corp. | 387.8K | 7.1% |
| RENAISSANCE TECHNOLOGIES LLC | 328.6K | 6.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 327.0K | 6.0% |
| DIMENSIONAL FUND ADVISORS LP | 284.4K | 5.2% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 185.0K | 3.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 172.5K | 3.2% |
| AEGIS FINANCIAL CORP | 99.9K | 1.8% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 99.5K | 1.8% |
| Garner Asset Management Corp | 94.4K | 1.7% |
| STATE STREET CORP | 87.0K | 1.6% |
| GABELLI FUNDS LLC | 82.2K | 1.5% |
| Peapod Lane Capital LLC | 80.1K | 1.5% |
| NORTHERN TRUST CORP | 55.5K | 1.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 50.0K | 0.9% |
| De Lisle Partners LLP | 50.0K | 0.9% |
| VANGUARD FIDUCIARY TRUST CO | 46.9K | 0.9% |
| BANK OF AMERICA CORP /DE/ | 46.3K | 0.9% |
| Empowered Funds, LLC | 44.0K | 0.8% |
| SEI INVESTMENTS CO | 40.4K | 0.7% |
| LEVIN CAPITAL STRATEGIES, L.P. | 25.5K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | Increased | 444.2K | 519.0K | +74.7K |
| BlackRock, Inc. | Increased | 509.4K | 582.2K | +72.8K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 350.8K | 328.6K | -22.2K |
| Allspring Global Investments Holdings, LLC | Reduced | 613.1K | 592.6K | -20.5K |
| Garner Asset Management Corp | Reduced | 111.0K | 94.4K | -16.6K |
| Nuveen, LLC | New | 0 | 14.8K | +14.8K |
| NORTHERN TRUST CORP | Reduced | 69.3K | 55.5K | -13.7K |
| GOLDMAN SACHS GROUP INC | Sold Out | 12.3K | 0 | -12.3K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 160.3K | 172.5K | +12.2K |
| Marquette Asset Management, LLC | New | 0 | 10.8K | +10.8K |
| BANK OF AMERICA CORP /DE/ | Reduced | 55.9K | 46.3K | -9.5K |
| SEI INVESTMENTS CO | Increased | 31.7K | 40.4K | +8.8K |
| De Lisle Partners LLP | Reduced | 58.2K | 50.0K | -8.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 42.9K | 50.0K | +7.1K |
| LRI Investments, LLC | New | 0 | 7.0K | +7.0K |
| North Star Investment Management Corp. | Increased | 380.8K | 387.8K | +7.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 320.5K | 327.0K | +6.5K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | Increased | 11.2K | 17.0K | +5.8K |
| MORGAN STANLEY | Increased | 15.8K | 21.6K | +5.8K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 279.7K | 284.4K | +4.8K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 18.1K | 22.4K | +4.3K |
| UBS Group AG | Increased | 2.5K | 6.3K | +3.8K |
| WELLS FARGO & COMPANY/MN | Increased | 5.3K | 8.6K | +3.4K |
| Russell Investments Group, Ltd. | Increased | 617 | 3.9K | +3.3K |
| CITIGROUP INC | Increased | 346 | 3.4K | +3.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 15.3K | 18.2K | +2.8K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Increased | 97.4K | 99.5K | +2.1K |
| Empowered Funds, LLC | Increased | 41.9K | 44.0K | +2.1K |
| STATE STREET CORP | Reduced | 88.4K | 87.0K | -1.4K |
| Peapod Lane Capital LLC | Increased | 78.9K | 80.1K | +1.3K |
| DEUTSCHE BANK AG\ | Increased | 6.7K | 7.7K | +1.0K |
| BARCLAYS PLC | Reduced | 2.8K | 1.9K | -841 |
| Bank of New York Mellon Corp | Reduced | 21.4K | 20.7K | -771 |
| Prosperity Consulting Group, LLC | Reduced | 14.0K | 13.4K | -659 |
| VANGUARD FIDUCIARY TRUST CO | Increased | 46.4K | 46.9K | +500 |
| Cerity Partners LLC | Increased | 10.4K | 10.8K | +419 |
| RHUMBLINE ADVISERS | Increased | 5.7K | 6.1K | +400 |
| JPMORGAN CHASE & CO | Increased | 3.0K | 3.4K | +378 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Reduced | 403 | 102 | -301 |
| Tower Research Capital LLC (TRC) | Reduced | 1.1K | 805 | -280 |
| Advisor OS, LLC | Reduced | 20.0K | 19.8K | -217 |
| PNC FINANCIAL SERVICES GROUP, INC. | Increased | 6 | 180 | +174 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Reduced | 3.6K | 3.4K | -157 |
| OSAIC HOLDINGS, INC. | Increased | 518 | 674 | +156 |
| Arax Advisory Partners | New | 0 | 144 | +144 |
| Sterling Capital Management LLC | Reduced | 247 | 139 | -108 |
| MAI Capital Management | Sold Out | 87 | 0 | -87 |
| FMR LLC | Increased | 113 | 192 | +79 |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 1.6K | 1.7K | +78 |
| Farther Finance Advisors, LLC | Reduced | 66 | 1 | -65 |
| ROYAL BANK OF CANADA | Reduced | 637 | 583 | -54 |
| Covestor Ltd | Increased | 13 | 45 | +32 |
| Essential Partners LLC | Increased | 7 | 25 | +18 |
| Allworth Financial LP | Increased | 3 | 19 | +16 |
| EverSource Wealth Advisors, LLC | Increased | 3 | 15 | +12 |
| True Wealth Design, LLC | Increased | 1 | 5 | +4 |
| Root Financial Partners, LLC | Sold Out | 3 | 0 | -3 |
| SBI Securities Co., Ltd. | Reduced | 22 | 20 | -2 |
| ROTHSCHILD INVESTMENT LLC | New | 0 | 2 | +2 |
| Keating Financial Advisory Services, Inc. | Increased | 134 | 135 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.