Who owns WHG?
Institutional ownership of Westwood Holdings Group Inc from Form 13F, Q2 2026
71 institutional managers reported holding Westwood Holdings Group Inc (WHG) in Form 13F filings for Q2 2026, with 5,444,812 shares worth $104M. The largest reported holder was Allspring Global Investments Holdings, LLC. Managers that filed both quarters added a net 159,729 shares (+3.0%). 6 opened new positions and 3 sold out.
- Funds holding
- 71
- Value held
- $104M
- New / sold out
- 6 / 3
- Net shares, same filers
- +3.0%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of WHG
Share of 13F holdings is each fund's shares as a share of the 5,444,812 WHG shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Westwood Holdings Group Inc Added+$1.4M
- BlackRock, Inc. Added+$1.4M
- Nuveen, LLC New+$283K
- Geode Capital Management, LLC Added+$234K
- Marquette Asset Management, LLC New+$207K
- Sei Investments Co Added+$168K
- Vanguard Portfolio Management LLC Added+$137K
- LRI Investments, LLC New+$134K
- North Star Investment Management Corp. Added+$134K
- Vanguard Capital Management LLC Added+$125K
Biggest sellers in Q2 2026
- Renaissance Technologies LLC Trimmed-$426K
- Allspring Global Investments Holdings, LLC Trimmed-$395K
- Garner Asset Management Corp Trimmed-$318K
- Northern Trust Corp Trimmed-$263K
- Goldman Sachs Group Inc Sold out-$202K
- Bank of America Corp Trimmed-$183K
- De Lisle Partners LLP Trimmed-$157K
- State Street Corp Trimmed-$27K
- Barclays PLC Trimmed-$16K
- Bank of New York Mellon Corp Trimmed-$15K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $5.1M and sold $2.0M; 34 added and 18 trimmed.
Schedule 13D and 13G filings on WHG
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2025-10-17BlackRock, Inc. SCHEDULE 13G filed by BlackRock Inc.Schedule 13G
Questions about WHG ownership
- Who owns WHG stock?
- 71 institutional investment managers reported WHG positions in their Form 13F filings for Q2 2026, holding 5,444,812 shares worth $104M in total. Allspring Global Investments Holdings, LLC reported the largest position.
- Are funds buying or selling WHG?
- In Q2 2026, 6 managers opened new WHG positions, 34 added, 18 trimmed and 3 sold out. Managers that filed in both quarters added a net 159,729 shares.
- How current is this WHG institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to WHG by CUSIP. Options are left out. WHG news and filings · WHG insider trades · Top funds