Westwood Holdings Group, Inc.
Westwood Holdings Group, Inc. (WHG) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · WHG · as of Sep 30, 2025
Ownership Breakdown
59
Institutional Holders
▲ 3 vs Q2
$72.42M
Total Inst. Value
▼ $4.39M vs Q2
9.48M
Shares Outstanding
freeFloat 75.92%
4.39M
13F Shares Held
▼ 526,023 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
WHG largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC investment advice | 593.8K | 7.06% | 7.06% | $9.80B | Oct 20, 2025 | ▲ 5.0K |
BLACKROCK, INC. investment advice | 489.1K | 5.82% | 5.82% | $8.07B | Nov 12, 2025 | ▲ 65.9K |
SETTIAN CAPITAL LP investment advice | 470.5K | 5.60% | 5.60% | $7.76B | Nov 7, 2025 | ▲ 40.5K |
VANGUARD GROUP INC investment advice | 397.3K | 4.73% | 4.73% | $6.55B | Nov 7, 2025 | ▲ 11.2K |
RENAISSANCE TECHNOLOGIES LLC investment advice | 388.7K | 4.62% | 4.62% | $6.41B | Nov 13, 2025 | ▼ 13.0K |
NORTH STAR INVESTMENT MANAGEMENT CORP. investment advice | 367.5K | 4.37% | 4.37% | $6.06B | Oct 22, 2025 | ▲ 17 |
DIMENSIONAL FUND ADVISORS LP investment advice | 273.1K | 3.25% | 3.25% | $4.50B | Nov 12, 2025 | ▼ 5.2K |
KING LUTHER CAPITAL MANAGEMENT CORP investment advice | 185.0K | 2.20% | 2.20% | $3.05B | Nov 7, 2025 | — held |
GEODE CAPITAL MANAGEMENT, LLC investment advice | 162.3K | 1.93% | 1.93% | $2.68B | Nov 12, 2025 | ▲ 1.1K |
GARNER ASSET MANAGEMENT CORP investment advice | 135.2K | 1.61% | 1.61% | $2.23B | Nov 10, 2025 | ▲ 2.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
23
Increased
+150.8K shares2
New Positions
first time holders16
Decreased
−103.2K shares0
Sold Out
fully exitedNet shares change (top 50)
+47.6K
+150.8K / −103.2K
Net new holders
+9
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
WHG insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
5
Buy transactions
40
Sell transactions
0.13
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
BYRNE SUSAN M Director Emerita | May 29, 2026 | Sale | 1,124 | $16.40 | $18.4K | 277.6K | Form 4 ↗ |
BYRNE SUSAN M Director Emerita | Jun 1, 2026 | Sale | 1,300 | $16.02 | $20.8K | 276.3K | Form 4 ↗ |
BYRNE SUSAN M Director Emerita | Jun 2, 2026 | Sale | 406 | $16.33 | $6.6K | 275.8K | Form 4 ↗ |
BYRNE SUSAN M Director Emerita | May 26, 2026 | Sale | 1,666 | $16.21 | $27.0K | 281.8K | Form 4 ↗ |
BYRNE SUSAN M Director Emerita | May 27, 2026 | Sale | 1,062 | $16.20 | $17.2K | 280.7K | Form 4 ↗ |
BYRNE SUSAN M Director Emerita | May 28, 2026 | Sale | 2,028 | $16.37 | $33.2K | 278.7K | Form 4 ↗ |
BYRNE SUSAN M Director Emerita | May 20, 2026 | Sale | 206 | $16.01 | $3.3K | 284.3K | Form 4 ↗ |
BYRNE SUSAN M Director Emerita | May 21, 2026 | Sale | 300 | $16.01 | $4.8K | 284.0K | Form 4 ↗ |
BYRNE SUSAN M Director Emerita | May 22, 2026 | Sale | 613 | $16.02 | $9.8K | 283.4K | Form 4 ↗ |
BYRNE SUSAN M Director Emerita | May 14, 2026 | Sale | 500 | $16.00 | $8.0K | 285.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Westwood Holdings Group, Inc. (WHG) is primarily owned by institutional investors, who hold approximately 46.3% of total shares outstanding. Company insiders own approximately 24.08%, while retail and public investors account for the remaining 29.63%.
The largest institutional shareholder of Westwood Holdings Group, Inc. is ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC, holding approximately 593,753 shares — equal to 7.06% of outstanding shares — as of September 30, 2025.
A total of 59 institutional investors currently hold WHG stock, with a combined institutional value of approximately $72,423,814 as of the most recent 13F filing period.
Frequently asked questions
WHG ownershipWestwood Holdings Group, Inc. (WHG) is primarily owned by institutional investors, who hold approximately 46.3% of shares. The largest shareholder is ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC with a 7.06% stake. Company insiders hold 24.08%. Data sourced from SEC Form 13F as of September 30, 2025.