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 | 613k | $9.7M | 1% | Mar 2026 |
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| BlackRock | 509k | $8.4M | -1% | Mar 2026 |
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| Settian Capital | 471k | $7.7M | 0% | Mar 2026 |
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| Westwood Holdings | 444k | $7.3M | 100% | Mar 2026 |
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| GAMCO Asset Management | 444k | $7.6M | 100% | Dec 2025 |
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| Vanguard Group | 398k | $6.9M | 0% | Dec 2025 |
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| North Star Investment Management | 381k | $6.3M | 2% | Mar 2026 |
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| Renaissance Technologies | 374k | $6.4M | -4% | Dec 2025 |
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| Vanguard Capital Management | 321k | $5.3M | 100% | Mar 2026 |
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| Dimensional Fund Advisors | 280k | $4.6M | 2% | Mar 2026 |
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| Luther King Capital Management Corporation | 185k | $3.0M | 0% | Mar 2026 |
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| Geode Capital Management | 160k | $2.6M | -2% | Mar 2026 |
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| Garner Asset Management Corp | 111k | $1.8M | -11% | Mar 2026 |
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| Aegis Financial Corporation | 100k | $1.6M | 0% | Mar 2026 |
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| Bridgeway Capital Management | 94k | $1.6M | 4% | Dec 2025 |
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| State Street Corporation | 87k | $1.5M | 7% | Dec 2025 |
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| Peapod Lane Capital | 79k | $1.3M | -11% | Mar 2026 |
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| Gabelli Funds | 77k | $1.3M | 0% | Dec 2025 |
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| Northern Trust | 66k | $1.1M | -7% | Dec 2025 |
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| De Lisle Partners | 58k | $956k | -1% | Mar 2026 |
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| Bank of America Corporation | 56k | $920k | 100% | Mar 2026 |
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| Vanguard Fiduciary Trust | 46k | $765k | 100% | Mar 2026 |
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| Vanguard Portfolio Management | 43k | $706k | 100% | Mar 2026 |
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| Sei Investments | 32k | $521k | 31% | Mar 2026 |
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| Levin Capital Strategies | 26k | $420k | 0% | Mar 2026 |
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| Bank of New York Mellon | 21k | $353k | 1% | Mar 2026 |
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| Advisor OS | 20k | $330k | 100% | Mar 2026 |
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| Charles Schwab Investment Management | 18k | $316k | 0% | Dec 2025 |
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| Morgan Stanley | 16k | $261k | -19% | Mar 2026 |
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| Prosperity Consulting Group | 14k | $231k | -8% | Mar 2026 |
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| Connor, Clark & Lunn Investment Management | 14k | $227k | 0% | Mar 2026 |
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| Barclays | 12k | $213k | 11% | Dec 2025 |
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| Goldman Sachs Group | 12k | $202k | 6% | Mar 2026 |
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| Gabelli Securities | 11k | $181k | 0% | Dec 2025 |
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| HPM Partners | 10k | $171k | 0% | Mar 2026 |
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| Deutsche Bank Aktiengesellschaft | 6.7k | $110k | 100% | Mar 2026 |
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| Rhumbline Advisers | 5.7k | $93k | -2% | Mar 2026 |
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| Wells Fargo & Company | 5.3k | $87k | -48% | Mar 2026 |
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| New York State Common Retirement Fund | 3.6k | $59k | 0% | Mar 2026 |
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| Mirae Asset Global Etfs Holdings | 3.6k | $59k | 3% | Mar 2026 |
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| Vanguard Global Advisers | 2.6k | $43k | 100% | Mar 2026 |
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| UBS Group | 2.5k | $42k | -34% | Mar 2026 |
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| Police & Firemen's Retirement System of New Jersey | 1.9k | $31k | 0% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 1.6k | $27k | -16% | Mar 2026 |
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| Summit Investment Advisors | 761.00 | $13k | 0% | Mar 2026 |
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| Legal & General Group | 675.00 | $11k | 0% | Mar 2026 |
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| Advisor Group Holdings | 671.00 | $12k | 0% | Dec 2025 |
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| Royal Bank of Canada | 637.00 | $11k | 11% | Mar 2026 |
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| Russell Investments | 617.00 | $0 | -39% | Mar 2026 |
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| Tower Research Capital | 604.00 | $10k | -9% | Dec 2025 |
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| California State Teachers Retirement System | 403.00 | $6.6k | -12% | Mar 2026 |
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| Citigroup | 346.00 | $5.7k | 100% | Mar 2026 |
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| Sterling Capital Management | 247.00 | $4.1k | -42% | Mar 2026 |
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| FMR | 175.00 | $3.0k | -51% | Dec 2025 |
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| Keating Financial Advisory Services | 134.00 | $2.2k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 87.00 | $1.4k | 156% | Mar 2026 |
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| Farther Finance Advisors | 66.00 | $1.0k | 0% | Mar 2026 |
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| FNY Investment Advisers | 50.00 | $0 | 0% | Mar 2026 |
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| SBI Securities | 22.00 | $361.999000 | 10% | Mar 2026 |
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| CWM | 15.00 | $0 | 15% | Dec 2025 |
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| Covestor | 13.00 | $0 | 62% | Mar 2026 |
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| Essential Partners | 7.00 | $115.000200 | 250% | Mar 2026 |
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| Pnc Financial Services | 6.00 | $99.000000 | -94% | Mar 2026 |
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| Root Financial Partners | 3.00 | $48.999900 | 100% | Mar 2026 |
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| EverSource Wealth Advisors | 3.00 | $48.000000 | 200% | Mar 2026 |
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| True Wealth Design | 1.00 | $17.000000 | 100% | Mar 2026 |
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Who sold out of Westwood Holdings?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Empowered Funds | Sep 2025 | 35k | $577k |
| Arete Wealth Advisors | Dec 2025 | 20k | $348k |
| Jpmorgan Chase & Co | Sep 2025 | 10k | $168k |
| Goss Wealth Management | Dec 2025 | 309.00 | $5.3k |
| Amalgamated Bank | Dec 2025 | 234.00 | $4.0k |
| Rockefeller Capital Management | Dec 2025 | 74.00 | $1.3k |