Who owns Westwood Holdings?
- Ticker: WHG
- CUSIP Number: 961765104
Tip: Access positions for across all investors
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 | 593k | $11M | -3% | Jun 2026 |
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| BlackRock | 582k | $11M | 14% | Jun 2026 |
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| Westwood Holdings | 519k | $9.9M | 17% | Jun 2026 |
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| Settian Capital | 471k | $9.0M | 0% | Jun 2026 |
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| GAMCO Asset Management | 444k | $8.5M | 0% | Jun 2026 |
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| North Star Investment Management | 388k | $7.4M | 2% | Jun 2026 |
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| Renaissance Technologies | 329k | $6.3M | -6% | Jun 2026 |
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| Vanguard Capital Management | 327k | $6.3M | 2% | Jun 2026 |
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| Dimensional Fund Advisors | 284k | $5.4M | 2% | Jun 2026 |
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| Luther King Capital Management Corporation | 185k | $3.5M | 0% | Jun 2026 |
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| Geode Capital Management | 173k | $3.3M | 8% | Jun 2026 |
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| Aegis Financial Corporation | 100k | $1.9M | 0% | Jun 2026 |
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| Bridgeway Capital Management | 100k | $1.9M | 2% | Jun 2026 |
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| Garner Asset Management Corp | 94k | $1.8M | -15% | Jun 2026 |
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| State Street Corporation | 88k | $1.5M | 2% | Mar 2026 |
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| Gabelli Funds | 82k | $1.6M | 0% | Jun 2026 |
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| Peapod Lane Capital | 80k | $1.5M | 2% | Jun 2026 |
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| Northern Trust | 56k | $1.1M | -20% | Jun 2026 |
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| Vanguard Portfolio Management | 50k | $958k | 17% | Jun 2026 |
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| De Lisle Partners | 50k | $960k | -14% | Jun 2026 |
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| Vanguard Fiduciary Trust | 47k | $900k | 1% | Jun 2026 |
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| Bank of America Corporation | 46k | $887k | -17% | Jun 2026 |
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| Empowered Funds | 44k | $843k | 5% | Jun 2026 |
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| Sei Investments | 40k | $774k | 28% | Jun 2026 |
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| Levin Capital Strategies | 26k | $489k | 0% | Jun 2026 |
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| Bank of New York Mellon | 21k | $396k | -4% | Jun 2026 |
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| Advisor OS | 20k | $380k | -1% | Jun 2026 |
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| Charles Schwab Investment Management | 18k | $349k | 19% | Jun 2026 |
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| Sixth Street Partners Management Company | 18k | $349k | 100% | Jun 2026 |
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| T. Rowe Price Associates | 18k | $299k | 9% | Mar 2026 |
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| Gabelli Securities | 17k | $326k | 52% | Jun 2026 |
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| Morgan Stanley | 16k | $261k | -19% | Mar 2026 |
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| Nuveen | 15k | $283k | 100% | Jun 2026 |
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| Connor, Clark & Lunn Investment Management | 14k | $264k | 0% | Jun 2026 |
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| Prosperity Consulting Group | 13k | $256k | -5% | Jun 2026 |
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| HPM Partners | 11k | $207k | 4% | Jun 2026 |
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| Marquette Asset Management | 11k | $207k | 100% | Jun 2026 |
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| Wells Fargo & Company | 8.6k | $165k | 64% | Jun 2026 |
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| Deutsche Bank Aktiengesellschaft | 7.7k | $148k | 16% | Jun 2026 |
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| LRI Investments | 7.0k | $134k | 100% | Jun 2026 |
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| UBS Group | 6.3k | $120k | 149% | Jun 2026 |
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| Rhumbline Advisers | 6.1k | $116k | 7% | Jun 2026 |
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| Russell Investments | 3.9k | $75k | 536% | Jun 2026 |
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| New York State Common Retirement Fund | 3.6k | $69k | 0% | Jun 2026 |
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| Mirae Asset Global Etfs Holdings | 3.4k | $66k | -4% | Jun 2026 |
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| Jpmorgan Chase & Co | 3.4k | $69k | 100% | Jun 2026 |
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| Vanguard Global Advisers | 2.6k | $50k | 0% | Jun 2026 |
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| Barclays | 1.9k | $37k | -30% | Jun 2026 |
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| Police & Firemen's Retirement System of New Jersey | 1.9k | $36k | 0% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 1.7k | $33k | 5% | Jun 2026 |
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| Tower Research Capital | 805.00 | $15k | -26% | Jun 2026 |
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| Summit Investment Advisors | 761.00 | $15k | 0% | Jun 2026 |
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| Legal & General Group | 675.00 | $13k | 0% | Jun 2026 |
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| Advisor Group Holdings | 674.00 | $13k | 30% | Jun 2026 |
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| Royal Bank of Canada | 583.00 | $13k | -8% | Jun 2026 |
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| Citigroup | 346.00 | $5.7k | 100% | Mar 2026 |
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| Mercer Global Advisors | 253.00 | $4.8k | 100% | Jun 2026 |
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| FMR | 192.00 | $3.7k | 70% | Jun 2026 |
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| Pnc Financial Services | 180.00 | $3.4k | 2900% | Jun 2026 |
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| SRS Capital Advisors | 144.00 | $2.8k | 100% | Jun 2026 |
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| Sterling Capital Management | 139.00 | $2.7k | -44% | Jun 2026 |
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| Keating Financial Advisory Services | 135.00 | $2.6k | 1% | Jun 2026 |
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| California State Teachers Retirement System | 102.00 | $2.0k | -75% | Jun 2026 |
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| Integrated Wealth Concepts | 75.00 | $1.4k | 100% | Jun 2026 |
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| CWM | 51.00 | $840.000600 | 240% | Mar 2026 |
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| FNY Investment Advisers | 50.00 | $0 | 0% | Jun 2026 |
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| Covestor | 45.00 | $999.999000 | 246% | Jun 2026 |
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| Essential Partners | 25.00 | $479.000000 | 257% | Jun 2026 |
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| SBI Securities | 20.00 | $383.000000 | -9% | Jun 2026 |
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| Hanson McClain Advisors | 19.00 | $364.999500 | 533% | Jun 2026 |
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| EverSource Wealth Advisors | 15.00 | $285.000000 | 400% | Jun 2026 |
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| True Wealth Design | 5.00 | $96.000000 | 400% | Jun 2026 |
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| Rothschild Investment | 2.00 | $38.000000 | 100% | Jun 2026 |
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| Farther Finance Advisors | 1.00 | $19.000000 | -98% | Jun 2026 |
|
Who sold out of Westwood Holdings?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2026 | 12k | $202k |
| MAI Wealth Advisors | Mar 2026 | 87.00 | $1.4k |
| Root Financial Partners | Mar 2026 | 3.00 | $48.999900 |