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Westwood Holdings Group (WHG) Institutional Ownership

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$15.32 +1.04 (+7.28%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Westwood Holdings Group (NYSE:WHG)

Current
Institutional Ownership
Percentage
56.64%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$4.90M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.17M
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WHG Institutional Buying and Selling by Quarter

Westwood Holdings Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/10/2025 Wealth Enhancement Advisory Services LLC27,861$396K0.0%+87.5%0.300%
11/18/2024Arete Wealth Advisors LLC20,427$294K0.0%+11.9%0.220%
11/16/2024Geode Capital Management LLC65,555$931K0.0%-7.3%0.707%
11/14/2024De Lisle Partners LLP68,680$972K0.2%+131.4%0.741%
11/12/2024Garner Asset Management Corp126,326$1.79M0.8%+8.0%1.362%
11/8/2024King Luther Capital Management Corp184,990$2.63M0.0%-22.5%1.996%
11/8/2024Connor Clark & Lunn Investment Management Ltd.14,191$202K0.0%-5.8%0.153%
11/6/2024Empowered Funds LLC25,107$357K0.0%+5.0%0.271%
10/30/2024North Star Investment Management Corp.358,978$5.10M0.4%+1.4%3.866%
10/19/2024Allspring Global Investments Holdings LLC584,118$8.29M0.0%+2.2%6.272%
8/15/2024Deprince Race & Zollo Inc.459,320$5.60M0.1%+2.9%4.932%
8/12/2024Garner Asset Management Corp116,937$1.42M0.7%+85.4%1.256%
8/9/2024Renaissance Technologies LLC443,951$5.41M0.0%-2.1%4.779%
8/9/2024Dimensional Fund Advisors LP243,897$2.97M0.0%+2.4%2.625%
8/8/2024Prosperity Consulting Group LLC26,608$324K0.0%-38.9%0.286%
7/26/2024Allspring Global Investments Holdings LLC571,438$6.96M0.0%-0.2%6.138%
5/17/2024Garner Asset Management Corp63,067$777K0.4%+4.4%0.677%
5/15/2024Gabelli Funds LLC104,673$1.29M0.0%+5.2%1.124%
5/15/2024Gamco Investors INC. ET AL458,000$5.64M0.1%+2.1%4.919%
5/8/2024Russell Investments Group Ltd.242,324$2.99M0.0%+16.7%2.603%
5/7/2024Empowered Funds LLC22,281$275K0.0%+7.6%0.239%
5/1/2024Prosperity Consulting Group LLC43,579$537K0.1%N/A0.467%
4/30/2024North Star Investment Management Corp.353,837$4.36M0.3%+1.0%3.792%
4/30/2024SpiderRock Advisors LLC11,292$144K0.0%N/A0.121%
2/14/2024Garner Asset Management Corp60,395$714K0.3%+352.5%0.660%
2/13/2024Gabelli Funds LLC99,546$1.25M0.0%+2.1%1.088%
2/9/2024Hillsdale Investment Management Inc.13,200$166K0.0%N/A0.144%
2/5/2024Russell Investments Group Ltd.207,627$2.61M0.0%+19.8%2.269%
1/26/2024Cerity Partners LLC20,520$258K0.0%N/A0.224%
1/17/2024 Assenagon Asset Management S.A.10,105$127K0.0%N/A0.110%
1/10/2024North Star Investment Management Corp.350,317$4.40M0.3%+12.0%3.829%
11/14/2023Repertoire Partners LP83,829$851K1.3%N/A0.917%
11/8/2023Gabelli Funds LLC97,496$990K0.0%+19.3%1.066%
11/8/2023Gamco Investors INC. ET AL451,000$4.58M0.1%-0.2%4.929%
10/30/2023Arete Wealth Advisors LLC14,448$147K0.0%N/A0.157%
10/27/2023Allspring Global Investments Holdings LLC572,456$5.81M0.0%-0.8%6.236%
8/10/2023GABELLI & Co INVESTMENT ADVISERS INC.11,500$143K0.0%N/A0.125%
8/10/2023Russell Investments Group Ltd.172,418$2.14M0.0%+1.4%1.878%
8/2/2023North Star Investment Management Corp.295,697$3.67M0.3%+6.2%3.235%
7/31/2023Levin Capital Strategies L.P.25,508$316K0.0%+60.6%0.279%
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7/27/2023EA Series Trust17,556$218K0.0%N/A0.192%
7/24/2023Allspring Global Investments Holdings LLC576,862$7.15M0.0%-0.3%6.309%
7/18/2023Allspring Global Investments Holdings LLC576,862$7.15M0.0%-0.3%6.311%
5/9/2023Russell Investments Group Ltd.170,106$1.91M0.0%-2.5%1.861%
4/27/2023North Star Investment Management Corp.278,493$3.12M0.3%+23.6%3.011%
4/24/2023Levin Capital Strategies L.P.15,879$178K0.0%N/A0.172%
4/18/2023 Assenagon Asset Management S.A.13,512$151K0.0%N/A0.146%
2/10/2023Prescott Group Capital Management L.L.C.48,128$536K0.1%N/A0.572%
2/10/2023Aegis Financial Corp99,771$1.11M1.0%N/A1.186%
2/8/2023Russell Investments Group Ltd.174,532$1.94M0.0%-36.5%2.075%
1/11/2023North Star Investment Management Corp.225,400$2.51M0.2%+23.7%2.679%
11/14/2022Gabelli Funds LLC73,587$709K0.0%+2.4%0.875%
11/14/2022Renaissance Technologies LLC475,316$4.58M0.0%-6.8%5.650%
11/10/2022Gabelli Funds LLC73,587$709K0.0%+2.4%0.875%
11/4/2022Russell Investments Group Ltd.275,037$2.65M0.0%-28.6%3.270%
11/2/2022North Star Investment Management Corp.182,180$1.75M0.2%+22.8%2.166%
10/26/2022Allspring Global Investments Holdings LLC579,199$5.58M0.0%-0.8%6.846%
8/13/2022Gamco Investors INC. ET AL457,458$6.31M0.1%+1.0%5.407%
8/12/2022Grantham Mayo Van Otterloo & Co. LLC19,114$264K0.0%-24.2%0.226%
8/11/2022King Luther Capital Management Corp243,740$3.36M0.0%-3.6%2.881%
8/8/2022JCP Investment Management LLC812,203$11.21M7.9%-5.6%9.601%
8/8/2022Employees Retirement System of Texas114,000$1.57M0.0%+39.0%1.348%
7/29/2022Russell Investments Group Ltd.385,278$5.32M0.0%+36.3%4.491%
7/28/2022Hodges Capital Management Inc.51,200$707K0.1%-5.5%0.597%
7/27/2022 Assenagon Asset Management S.A.17,857$246K0.0%N/A0.208%
7/25/2022Allspring Global Investments Holdings LLC583,908$8.06M0.0%-0.4%6.807%
7/19/2022North Star Investment Management Corp.148,375$2.05M0.2%+74.6%1.729%
5/12/2022Hodges Capital Management Inc.54,200$831K0.1%-3.6%0.632%
5/5/2022Russell Investments Group Ltd.282,718$4.33M0.0%+56.1%3.296%
5/3/2022North Star Investment Management Corp.84,975$1.30M0.1%+14.9%0.990%
2/11/2022Gamco Investors INC. ET AL453,959$7.69M0.1%-0.9%5.466%
2/11/2022Renaissance Technologies LLC531,209$9.00M0.0%-2.4%6.396%
2/9/2022Dimensional Fund Advisors LP263,131$4.46M0.0%-4.8%3.168%
2/7/2022Hodges Capital Management Inc.56,200$952K0.1%-1.7%0.677%
2/7/2022JCP Investment Management LLC860,416$14.58M10.7%N/A10.360%
2/7/2022Hillsdale Investment Management Inc.4,500$76K0.0%N/A0.054%
1/28/2022Allspring Global Investments Holdings LLC586,389$9.93M0.0%N/A7.061%
1/21/2022Russell Investments Group Ltd.181,123$3.07M0.0%+56.6%2.181%
11/17/2021Centiva Capital LP10,000$190K0.0%N/A0.120%
11/17/2021Deprince Race & Zollo Inc.354,815$6.74M0.2%+8.9%4.272%
11/16/2021Two Sigma Advisers LP24,700$469K0.0%+26.7%0.297%
11/16/2021Centiva Capital LP10,000$190K0.0%N/A0.120%
11/15/2021Ancora Advisors LLC190,153$3.61M0.1%+36.8%2.290%
11/15/2021Dimensional Fund Advisors LP276,386$5.25M0.0%-0.5%3.328%
11/12/2021Renaissance Technologies LLC544,216$10.34M0.0%-8.9%6.553%
11/12/2021Gamco Investors INC. ET AL457,909$8.70M0.1%-5.3%5.514%
11/12/2021Gabelli Funds LLC69,957$1.33M0.0%-6.8%0.842%
11/12/2021Geode Capital Management LLC66,177$1.26M0.0%+3.0%0.797%
11/10/2021King Luther Capital Management Corp252,877$4.81M0.0%+6.4%3.045%
11/9/2021BlackRock Inc.186,258$3.54M0.0%-9.8%2.243%
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11/8/2021Russell Investments Group Ltd.115,654$2.20M0.0%+21.9%1.393%
10/20/2021North Star Investment Management Corp.73,975$1.41M0.1%-3.6%0.888%
10/6/2021Hodges Capital Management Inc.57,200$1.09M0.1%+76.0%0.687%
9/3/2021Parametric Portfolio Associates LLC31,282$681K0.0%-10.3%0.376%
8/17/2021Wells Fargo & Company MN595,885$12.97M0.0%-0.4%7.153%
8/17/2021Millennium Management LLC90,692$1.97M0.0%N/A1.089%
8/17/2021Price T Rowe Associates Inc. MD14,900$324K0.0%-16.1%0.179%
8/17/2021Bridgeway Capital Management LLC56,200$1.22M0.0%-8.9%0.675%
8/16/2021Bank of America Corp DE52,188$1.14M0.0%-29.7%0.627%
8/16/2021State Street Corp35,923$785K0.0%-75.3%0.431%
(Data available from 1/1/2016 forward)

WHG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WHG shares?

During the previous two years, 27 institutional investors and hedge funds held shares of Westwood Holdings Group. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($8.29M), Gamco Investors INC. ET AL ($5.64M), Deprince Race & Zollo Inc. ($5.60M), Renaissance Technologies LLC ($5.41M), North Star Investment Management Corp. ($5.10M), Russell Investments Group Ltd. ($2.99M), and Dimensional Fund Advisors LP ($2.97M).Learn more on WHG's institutional investors.

What percentage of Westwood Holdings Group stock is owned by institutional investors?

56.64% of Westwood Holdings Group stock is owned by institutional investors. Learn more on WHG's institutional investor holdings.

Which institutional investors have been buying Westwood Holdings Group stock?

Of the 23 institutional investors that purchased Westwood Holdings Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: North Star Investment Management Corp. ($116.50K), Garner Asset Management Corp ($112.98K), Aegis Financial Corp ($99.77K), Repertoire Partners LP ($83.83K), Russell Investments Group Ltd. ($71.34K), Prescott Group Capital Management L.L.C. ($48.13K), and Prosperity Consulting Group LLC ($43.58K).

How much institutional buying is happening at Westwood Holdings Group?

Institutional investors have bought a total of 834,628 shares in the last 24 months. This purchase volume represents approximately $9.95M in transactions.

Which Westwood Holdings Group major shareholders have been selling company stock?

The following institutional investors have sold Westwood Holdings Group stock in the last 24 months: Russell Investments Group Ltd. ($104.93K), King Luther Capital Management Corp ($53.75K), Prosperity Consulting Group LLC ($16.97K), Renaissance Technologies LLC ($9.70K), Allspring Global Investments Holdings LLC ($8.85K), Geode Capital Management LLC ($5.13K), and Gamco Investors INC. ET AL ($1K).

How much institutional selling is happening at Westwood Holdings Group?

Institutional investors have sold a total of 201,187 shares in the last 24 months. This volume of shares sold represents approximately $2.44M in transactions.


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This page (NYSE:WHG) was last updated on 1/21/2025 by MarketBeat.com Staff
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