Westwood Holdings Group Inc

Historical 13F Holders

Symbol
WHG
CUSIP
961765104
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 961765104 since 12/18/2024, largest first.

Filer % of Class Filed
BlackRock, Inc. 13G 5.1% 10/17/2025
Event 9/30/2025
Settian Capital LP 13D
5.0% 8/4/2025
Event 7/30/2025
Under 5%, checked the "5 percent or less" box, or amended by a later filing (3)
Gamco Investors, Inc. Et Al 13D/A
4.7% 8/12/2026
Event 8/11/2026
Renaissance Technologies LLC 13G/A
4.7% 11/13/2024
Event 9/30/2024
DePrince, Race & Zollo, Inc. 13G/A 0% 1/15/2026
Event 1/12/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 6 13.3 k $249 k
2026 Q2 71 5.45 M $104 M
2026 Q1 70 5.29 M $86.7 M
2025 Q4 64 4.82 M $83.2 M
2025 Q3 63 4.40 M $72.6 M
2025 Q2 59 4.92 M $76.9 M
2025 Q1 51 4.64 M $75.0 M
2024 Q4 53 4.69 M $68.3 M
2024 Q3 46 4.77 M $67.8 M
2024 Q2 48 4.71 M $57.4 M
2024 Q1 52 4.73 M $58.3 M
2023 Q4 51 4.63 M $58.2 M
2023 Q3 45 5.13 M $52.0 M
2023 Q2 47 5.11 M $63.4 M
2023 Q1 44 5.04 M $56.5 M
2022 Q4 39 5.03 M $56.0 M
2022 Q3 38 4.95 M $47.7 M
2022 Q2 44 5.28 M $72.8 M
2022 Q1 47 5.29 M $81.1 M
2021 Q4 50 5.33 M $90.3 M
2021 Q3 49 4.50 M $85.6 M
2021 Q2 55 4.42 M $96.2 M
2021 Q1 57 5.09 M $73.6 M
2020 Q4 68 5.81 M $84.2 M
2020 Q3 67 5.46 M $60.8 M
2020 Q2 69 5.59 M $88.1 M
2020 Q1 76 6.13 M $112 M
2019 Q4 81 6.32 M $187 M
2019 Q3 85 6.20 M $172 M
2019 Q2 92 5.99 M $211 M
2019 Q1 100 6.03 M $213 M
2018 Q4 91 6.07 M $207 M
2018 Q3 91 6.12 M $317 M
2018 Q2 96 6.17 M $367 M
2018 Q1 94 6.06 M $342 M
2017 Q4 97 5.99 M $397 M
2017 Q3 89 5.94 M $400 M
2017 Q2 84 5.79 M $328 M
2017 Q1 77 5.58 M $298 M
2016 Q4 84 5.53 M $332 M
2016 Q3 79 5.34 M $283 M
2016 Q2 82 5.31 M $275 M
2016 Q1 82 5.48 M $321 M
2015 Q4 87 5.36 M $279 M
2015 Q3 83 5.40 M $294 M
2015 Q2 82 5.39 M $321 M
2015 Q1 82 5.33 M $322 M
2014 Q4 83 5.18 M $320 M
2014 Q3 82 5.37 M $304 M
2014 Q2 83 5.40 M $324 M
2014 Q1 81 5.26 M $330 M