WHG · Company research
WESTWOOD HOLDINGS GROUP, INC. (WHG): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
15records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 1742998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 0 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14683 | 281326 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150338 | 2881021 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1954 | 102 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3600 | 68976 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3923 | 75164 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| De Lisle Partners LLP | 2011184 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50012 | 959603 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45 | 1 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1901 | 36423 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 383 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 932724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17038 | 326448 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1696 | 32495 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139 | 2663 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| GABELLI FUNDS LLC | 1081407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82210 | 1575144 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GAMCO INVESTORS, INC. ET AL | 807249 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 443800 | 8503208 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.