Who Owns WESTWOOD HLDGS GROUP INC (WHG)? -- Institutional Holders (2026-06-30)
71 institutions reported holding $104.7M of WESTWOOD HLDGS GROUP INC (WHG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Allspring Global Investments Holdings, LLC ($11.4M), BlackRock, Inc. ($11.2M), WESTWOOD HOLDINGS GROUP INC ($9.9M), Settian Capital LP ($9.0M), GAMCO INVESTORS, INC. ET AL ($8.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Allspring Global Investments Holdings, LLC | $11.4M | 592,567 | Trimmed |
| 2 | BlackRock, Inc. | $11.2M | 582,224 | Added |
| 3 | WESTWOOD HOLDINGS GROUP INC | $9.9M | 518,966 | Added |
| 4 | Settian Capital LP | $9.0M | 470,515 | Hold |
| 5 | GAMCO INVESTORS, INC. ET AL | $8.5M | 443,800 | Hold |
| 6 | VANGUARD GROUP INC | $8.2M | 426,615 | Added |
| 7 | North Star Investment Management Corp. | $7.4M | 387,800 | Added |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $6.3M | 328,558 | Trimmed |
| 9 | DIMENSIONAL FUND ADVISORS LP | $5.5M | 284,446 | Added |
| 10 | KING LUTHER CAPITAL MANAGEMENT CORP | $3.5M | 185,000 | Hold |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $3.3M | 172,481 | Added |
| 12 | AEGIS FINANCIAL CORP | $1.9M | 99,926 | Hold |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.9M | 99,460 | Added |
| 14 | Garner Asset Management Corp | $1.8M | 94,418 | Trimmed |
| 15 | STATE STREET CORP | $1.7M | 86,997 | Trimmed |
| 16 | GABELLI FUNDS LLC | $1.6M | 82,210 | Hold |
| 17 | Peapod Lane Capital LLC | $1.5M | 80,120 | Added |
| 18 | NORTHERN TRUST CORP | $1.1M | 55,531 | Trimmed |
| 19 | De Lisle Partners LLP | $959,603 | 50,012 | Trimmed |
| 20 | BANK OF AMERICA CORP /DE/ | $887,299 | 46,310 | Trimmed |
| 21 | Empowered Funds, LLC | $843,193 | 44,008 | Added |
| 22 | SEI INVESTMENTS CO | $774,428 | 40,419 | Added |
| 23 | LEVIN CAPITAL STRATEGIES, L.P. | $488,733 | 25,508 | Hold |
| 24 | PRICE T ROWE ASSOCIATES INC /MD/ | $430,000 | 22,413 | Added |
| 25 | MORGAN STANLEY | $413,382 | 21,574 | Added |
Source: SEC Form 13F filings · as of 2026-06-30