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