WESTWOOD HOLDINGS GROUP INC — Institutional Ownership
Which tracked institutions hold WHG, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
14
Funds holding
$20805662
Total value held
Buying
11 added/new · 3 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $8390056 | 509415 | -3320 | -0.65% |
| 2 | Westwood Holdings Group Inc | $7316722 | 444245 | — | NEW BUY |
| 3 | State Street Corp | $1469043 | 88397 | +1671 | +1.93% |
| 4 | Northern Trust Corp | $1140647 | 69256 | +3522 | +5.36% |
| 5 | Bank Of America Corp /De/ | $919948 | 55856 | +1018 | +1.86% |
| 6 | Sei Investments Co | $521424 | 31659 | — | NEW BUY |
| 7 | Bank Of New York Mellon Corp | $353044 | 21436 | +223 | +1.05% |
| 8 | Morgan Stanley | $260589 | 15822 | -3787 | -19.31% |
| 9 | Goldman Sachs Group Inc | $202087 | 12270 | +727 | +6.30% |
| 10 | Wells Fargo & Company/Mn | $172654 | 10032 | +2861 | +39.90% |
| 11 | Barclays Plc | $45424 | 2758 | — | NEW BUY |
| 12 | Royal Bank Of Canada | $11000 | 637 | — | NEW BUY |
| 13 | Citigroup Inc | $2925 | 170 | +83 | +95.40% |
| 14 | Pnc Financial Services Group, Inc. | $99 | 6 | -90 | -93.75% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.