WESTWOOD HOLDINGS GROUP INC — Institutional Ownership
Which tracked institutions hold WHG, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
15
Funds holding
$26786324
Total value held
Buying
9 added/new · 6 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $11155401 | 582224 | +72809 | +14.29% |
| 2 | Westwood Holdings Group Inc | $9943389 | 518966 | +74721 | +16.82% |
| 3 | State Street Corp | $1679912 | 86997 | -1400 | -1.58% |
| 4 | Northern Trust Corp | $1063974 | 55531 | -13725 | -19.82% |
| 5 | Bank Of America Corp /De/ | $887299 | 46310 | -9546 | -17.09% |
| 6 | Sei Investments Co | $774428 | 40419 | +8760 | +27.67% |
| 7 | Morgan Stanley | $413382 | 21574 | +5752 | +36.35% |
| 8 | Bank Of New York Mellon Corp | $395939 | 20665 | -771 | -3.60% |
| 9 | Wells Fargo & Company/Mn | $165434 | 8634 | +3378 | +64.27% |
| 10 | Ubs Group Ag | $120152 | 6271 | +6271 | NEW BUY |
| 11 | Jpmorgan Chase & Co | $68752 | 3412 | +378 | +12.46% |
| 12 | Citigroup Inc | $66083 | 3449 | +3279 | +1928.82% |
| 13 | Barclays Plc | $36730 | 1917 | -841 | -30.49% |
| 14 | Royal Bank Of Canada | $12000 | 583 | -54 | -8.48% |
| 15 | Pnc Financial Services Group, Inc. | $3449 | 180 | +174 | +2900.00% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.