Who owns Westwood Holdings?
- Ticker: WHG
- CUSIP Number: 961765104
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Analyze quarterly positions in Westwood Holdings with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Westwood Holdings stock
Who bought or sold Westwood Holdings this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings | 594k | $9.8M | 1% | Sep 2025 |
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| BlackRock | 489k | $8.1M | 16% | Sep 2025 |
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| Settian Capital | 471k | $7.8M | 9% | Sep 2025 |
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| Vanguard Group | 397k | $6.6M | 3% | Sep 2025 |
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| Renaissance Technologies | 389k | $6.4M | -3% | Sep 2025 |
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| North Star Investment Management | 368k | $6.1M | 0% | Sep 2025 |
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| Dimensional Fund Advisors | 273k | $4.5M | -2% | Sep 2025 |
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| Luther King Capital Management Corporation | 185k | $3.1M | 0% | Sep 2025 |
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| Geode Capital Management | 162k | $2.7M | 1% | Sep 2025 |
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| Garner Asset Management Corp | 135k | $2.2M | 2% | Sep 2025 |
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| Aegis Financial Corporation | 100k | $1.6M | 0% | Sep 2025 |
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| Bridgeway Capital Management | 90k | $1.5M | 4% | Sep 2025 |
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| Peapod Lane Capital | 88k | $1.5M | 1% | Sep 2025 |
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| State Street Corporation | 81k | $1.4M | 3% | Sep 2025 |
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| Gabelli Funds | 77k | $1.3M | -3% | Sep 2025 |
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| De Lisle Partners | 73k | $1.2M | 0% | Sep 2025 |
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| Northern Trust | 71k | $1.2M | -8% | Sep 2025 |
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| Empowered Funds | 35k | $577k | 12% | Sep 2025 |
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| Levin Capital Strategies | 26k | $421k | 0% | Sep 2025 |
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| Morgan Stanley | 24k | $380k | 100% | Jun 2025 |
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| Bank of New York Mellon | 21k | $352k | 13% | Sep 2025 |
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| Arete Wealth Advisors | 20k | $333k | 0% | Sep 2025 |
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| Charles Schwab Investment Management | 18k | $303k | 0% | Sep 2025 |
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| Sei Investments | 18k | $289k | 33% | Sep 2025 |
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| Prosperity Consulting Group | 17k | $272k | -2% | Sep 2025 |
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| Connor, Clark & Lunn Investment Management | 14k | $224k | 19% | Sep 2025 |
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| Barclays | 11k | $185k | -24% | Sep 2025 |
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| Gabelli Securities | 11k | $173k | -5% | Sep 2025 |
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| HPM Partners | 10k | $171k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 10k | $168k | 1763% | Sep 2025 |
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| Deutsche Bank Aktiengesellschaft | 8.3k | $136k | 100% | Sep 2025 |
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| Rhumbline Advisers | 7.4k | $122k | -22% | Sep 2025 |
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| Wells Fargo & Company | 7.2k | $118k | 19% | Sep 2025 |
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| UBS Group | 5.2k | $85k | -20% | Sep 2025 |
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| New York State Common Retirement Fund | 3.6k | $59k | -43% | Sep 2025 |
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| Mirae Asset Global Etfs Holdings | 3.5k | $58k | -13% | Sep 2025 |
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| Police & Firemen's Retirement System of New Jersey | 1.9k | $31k | 100% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 1.8k | $30k | 35% | Sep 2025 |
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| Russell Investments | 829.00 | $14k | -98% | Sep 2025 |
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| Summit Investment Advisors | 761.00 | $13k | 0% | Sep 2025 |
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| Legal & General Group | 675.00 | $11k | 0% | Sep 2025 |
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| Advisor Group Holdings | 670.00 | $12k | 0% | Sep 2025 |
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| Tower Research Capital | 667.00 | $11k | 8238% | Sep 2025 |
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| Royal Bank of Canada | 573.00 | $10k | -93% | Sep 2025 |
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| Sterling Capital Management | 514.00 | $8.5k | 156% | Sep 2025 |
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| California State Teachers Retirement System | 466.00 | $7.7k | 0% | Sep 2025 |
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| FMR | 358.00 | $5.9k | 5% | Sep 2025 |
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| Amalgamated Bank | 254.00 | $4.0k | 0% | Sep 2025 |
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| Goss Wealth Management | 213.00 | $3.5k | -33% | Sep 2025 |
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| Farther Finance Advisors | 138.00 | $2.3k | 100% | Sep 2025 |
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| FNY Investment Advisers | 50.00 | $0 | 0% | Jun 2025 |
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| GAMMA Investing | 42.00 | $693.000000 | 100% | Sep 2025 |
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| SBI Securities | 20.00 | $330.000000 | 0% | Sep 2025 |
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| CWM | 13.00 | $0 | 100% | Sep 2025 |
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| SRS Capital Advisors | 3.00 | $48.999900 | 100% | Sep 2025 |
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| True Wealth Design | 1.00 | $17.000000 | 100% | Sep 2025 |
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| EverSource Wealth Advisors | 1.00 | $16.000000 | 100% | Sep 2025 |
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Who sold out of Westwood Holdings?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| GAMCO Asset Management | Jun 2025 | 444k | $6.9M |
| Allred Capital Management | Jun 2025 | 104k | $1.6M |
| Susquehanna International | Jun 2025 | 18k | $282k |
| Goldman Sachs Group | Mar 2025 | 13k | $213k |
| Ancora Advisors | Jun 2025 | 10k | $156k |
| Raymond James Financial | Jun 2025 | 5.4k | $85k |