WHG Institutional Ownership & Shareholders
WESTWOOD HOLDINGS GROUP INC (WHG) is currently held by 74 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $102.90M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Allspring Global Investments Holdings, Llc is currently the largest disclosed institutional shareholder of WHG tracked by InsiderSet, reporting ownership valued at approximately $11.64M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.17M, representing an estimated loss of -4.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed WHG value among the investors covered in this analysis. Major shareholders include Allspring Global Investments Holdings, Llc, Blackrock, Inc., Westwood Holdings Group Inc, and several other long-term asset managers with concentrated positions in WESTWOOD HOLDINGS GROUP INC (WHG).
This page ranks the largest institutional WHG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
74
Total Reported Value
$102.90M
Largest Holder
Allspring Global Investments Holdings, Llc
Largest Position
$11.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allspring Global Investments Holdings, Llc | 0.02% | 599,542 | $11,637,111 | $11,169,467 | -$467,644 | -4.02% | |
| Blackrock, Inc. | 0.00% | 582,224 | $11,155,401 | $10,846,833 | -$308,568 | -2.77% | |
| Westwood Holdings Group Inc | 0.07% | 518,966 | $9,943,389 | $9,668,337 | -$275,052 | -2.77% | |
| Settian Capital Lp | 5.54% | 470,515 | $8,765,694 | $8,765,694 | +$0 | +0.00% | |
| Gamco Investors, Inc. Et Al | 0.08% | 443,800 | $8,503,208 | $8,267,994 | -$235,214 | -2.77% | |
| North Star Investment Management Corp. | 0.39% | 388,720 | $7,241,863 | $7,241,854 | -$9 | -0.00% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 328,558 | $6,295,171 | $6,121,036 | -$174,135 | -2.77% |
| Vanguard Capital Management Llc | 0.00% | 327,032 | $6,265,933 | $6,092,606 | -$173,327 | -2.77% | |
| Dimensional Fund Advisors Lp | 0.00% | 280,471 | $5,225,858 | $5,225,175 | -$683 | -0.01% | |
| King Luther Capital Management Corp | 0.01% | 185,000 | $3,446,550 | $3,446,550 | $0 | 0.00% | |
| Geode Capital Management, Llc | 0.00% | 171,933 | $3,203,646 | $3,203,112 | -$534 | -0.02% | |
| Aegis Financial Corp | 0.30% | 99,926 | $1,914,582 | $1,861,621 | -$52,961 | -2.77% | |
| Bridgeway Capital Management, Llc | 0.03% | 99,460 | $1,905,654 | $1,852,940 | -$52,714 | -2.77% | |
| State Street Corp | 0.00% | 86,997 | $1,679,912 | $1,620,754 | -$59,158 | -3.52% | |
| Gabelli Funds Llc | 0.01% | 82,210 | $1,575,144 | $1,531,572 | -$43,572 | -2.77% | |
| Peapod Lane Capital Llc | 1.04% | 75,133 | $1,399,722 | $1,399,728 | +$6 | +0.00% | |
| Garner Asset Management Corp | 0.44% | 70,082 | $1,318,252 | $1,305,628 | -$12,624 | -0.96% | |
| Northern Trust Corp | 0.00% | 55,531 | $1,063,974 | $1,034,543 | -$29,431 | -2.77% | |
| De Lisle Partners Llp | 0.10% | 50,012 | $959,603 | $931,724 | -$27,879 | -2.91% | |
| Vanguard Portfolio Management Llc | 0.00% | 50,013 | $958,249 | $931,742 | -$26,507 | -2.77% | |
| Vanguard Fiduciary Trust Co | 0.00% | 46,948 | $899,524 | $874,641 | -$24,883 | -2.77% | |
| Bank Of America Corp | 0.00% | 46,310 | $887,299 | $862,755 | -$24,544 | -2.77% | |
| Empowered Funds, Llc | 0.00% | 44,008 | $843,193 | $819,869 | -$23,324 | -2.77% | |
| Sei Investments Co | 0.00% | 40,419 | $774,428 | $753,006 | -$21,422 | -2.77% | |
| Price T Rowe Associates Inc | 0.00% | 22,413 | $430,000 | $417,554 | -$12,446 | -2.89% | |
| Morgan Stanley | 0.00% | 21,574 | $413,382 | $401,924 | -$11,458 | -2.77% | |
| Bank Of New York Mellon Corp | 0.00% | 21,747 | $405,141 | $405,147 | +$6 | +0.00% | |
| Charles Schwab Investment Management Inc | 0.00% | 18,194 | $348,597 | $338,954 | -$9,643 | -2.77% | |
| Gabelli & Co Investment Advisers, Inc. | 0.05% | 17,038 | $326,448 | $317,418 | -$9,030 | -2.77% | |
| Advisor Os, Llc | 0.02% | 16,574 | $308,774 | $308,774 | -$0 | -0.00% | |
| Nuveen, Llc | 0.00% | 14,757 | $282,744 | $274,923 | -$7,821 | -2.77% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 13,786 | $264,140 | $256,833 | -$7,307 | -2.77% | |
| Prosperity Consulting Group, Llc | 0.01% | 13,380 | $256,361 | $249,269 | -$7,092 | -2.77% | |
| Independent Financial Group, Llc | 0.00% | 13,218 | $246,251 | $246,251 | +$0 | +0.00% | |
| Cerity Partners Llc | 0.00% | 10,826 | $207,426 | $201,688 | -$5,738 | -2.77% | |
| Wells Fargo & Company/Mn | 0.00% | 8,634 | $165,434 | $160,851 | -$4,583 | -2.77% | |
| Lri Investments, Llc | 0.01% | 7,000 | $134,120 | $130,410 | -$3,710 | -2.77% | |
| Deutsche Bank Ag\ | 0.00% | 6,744 | $125,641 | $125,641 | -$0 | -0.00% | |
| Ubs Group Ag | 0.00% | 6,271 | $120,152 | $116,829 | -$3,323 | -2.77% | |
| Rhumbline Advisers | 0.00% | 6,068 | $116,257 | $113,047 | -$3,210 | -2.76% | |
| Russell Investments Group, Ltd. | 0.00% | 3,923 | $73,085 | $73,085 | +$0 | +0.00% | |
| New York State Common Retirement Fund | 0.00% | 3,600 | $68,976 | $67,068 | -$1,908 | -2.77% | |
| Jpmorgan Chase & Co | 0.00% | 3,412 | $68,752 | $63,566 | -$5,186 | -7.54% | |
| Barclays Plc | 0.00% | 3,682 | $68,595 | $68,596 | +$1 | +0.00% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 3,425 | $65,623 | $63,808 | -$1,815 | -2.77% | |
| Vanguard Global Advisers, Llc | 0.00% | 2,622 | $50,238 | $48,848 | -$1,390 | -2.77% | |
| Police & Firemen'S Retirement System Of New Jersey | 0.00% | 1,901 | $36,423 | $35,416 | -$1,007 | -2.77% | |
| Bnp Paribas Financial Markets | 0.00% | 1,696 | $32,495 | $31,596 | -$899 | -2.77% | |
| Tower Research Capital Llc (Trc) | 0.00% | 805 | $15,424 | $14,997 | -$427 | -2.77% | |
| Ameritas Investment Partners, Inc. | 0.00% | 761 | $14,581 | $14,177 | -$404 | -2.77% |
Frequently asked questions about WHG
Who are the largest institutional holders of WHG?
The largest institutional holders of WHG reported in the latest SEC Form 13F filings include Allspring Global Investments Holdings, Llc, Blackrock, Inc., Westwood Holdings Group Inc, Settian Capital Lp, and Gamco Investors, Inc. Et Al. InsiderSet ranks institutional holders by their latest reported WHG position.
What is WHG institutional ownership?
This page tracks WHG positions reported by institutional investment managers through SEC Form 13F. WESTWOOD HOLDINGS GROUP INC (WHG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WHG?
InsiderSet currently tracks 74 institutional managers reporting WHG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WHG shareholders.
How much WHG stock do institutions own?
Institutional investment managers disclosed approximately $102.90M in WHG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WHG institutional ownership last updated?
The latest WHG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WHG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WHG position after the reporting date.
Are institutions buying or selling WHG?
Institutional buying and selling can be analyzed by comparing WHG positions across consecutive 13F reporting periods. InsiderSet's WHG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WHG ownership changes.
How has WHG institutional ownership changed over time?
InsiderSet tracks WHG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.