63% buyers of institutions opening or closing positions this quarter
4 more new buyers than exits, ownership rose 2.07 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
63% buyers of institutions opening or closing positions this quarter
56.0% institutional ownership
Settian Capital LP portfolio allocation
Institutional ownership vs Financial - Capital Markets peers
No Form 4 insider transactions on file
Latest positioning in WHG across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WHG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | 613K | $9.7M | +1.0% | 6.464% | 0.02% |
| 2 | BlackRock, Inc. | 509K | $8.4M | -0.7% | 5.371% | 0.00% |
| 3 | Settian Capital LP | 471K | $7.7M | 0.0% | 4.961% | 5.43% |
| 4 | WESTWOOD HOLDINGS GROUP INC | 444K | $7.3M | β | 4.684% | 0.05% |
| 5 | GAMCO INVESTORS, INC. ET AL | 444K | $7.3M | 0.0% | 4.679% | 0.07% |
| 6 | North Star Investment Management Corp. | 381K | $6.3M | +2.4% | 4.015% | 0.38% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 351K | $5.8M | -6.1% | 3.698% | 0.01% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 321K | $5.3M | β | 3.379% | 0.00% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 280K | $4.6M | +1.9% | 2.949% | 0.00% |
| 10 | KING LUTHER CAPITAL MANAGEMENT CORP | 185K | $3.0M | 0.0% | 1.951% | 0.01% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 160K | $2.6M | -1.8% | 1.690% | 0.00% |
| 12 | Garner Asset Management Corp | 111K | $1.8M | -10.7% | 1.171% | 0.72% |
| 13 | AEGIS FINANCIAL CORP | 100K | $1.6M | 0.0% | 1.054% | 0.28% |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 97K | $1.6M | +3.8% | 1.026% | 0.03% |
| 15 | STATE STREET CORP | 88K | $1.5M | +1.9% | 0.932% | 0.00% |
| 16 | GABELLI FUNDS LLC | 82K | $1.4M | +6.5% | 0.867% | 0.01% |
| 17 | Peapod Lane Capital LLC | 79K | $1.3M | -11.1% | 0.831% | 1.06% |
| 18 | NORTHERN TRUST CORP | 69K | $1.1M | +5.4% | 0.730% | 0.00% |
| 19 | De Lisle Partners LLP | 58K | $956K | -1.2% | 0.614% | 0.11% |
| 20 | BANK OF AMERICA CORP /DE/ | 56K | $920K | +1.9% | 0.589% | 0.00% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 46K | $765K | β | 0.490% | 0.00% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 43K | $706K | β | 0.452% | 0.00% |
| 23 | Empowered Funds, LLC | 42K | $690K | +9.3% | 0.442% | 0.00% |
| 24 | SEI INVESTMENTS CO | 32K | $521K | +31.3% | 0.334% | 0.00% |
| 25 | LEVIN CAPITAL STRATEGIES, L.P. | 26K | $420K | 0.0% | 0.269% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in WHG β a direct measure of their conviction.
Filings activity in WHG during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 67 | +6.3% | 56.00% | +2.07 pp | $86M | +3.8% |
| Q4 2025 | 63 | +6.8% | 53.93% | +7.36 pp | $83M | +16% |
| Q3 2025 | 59 | +1.7% | 46.57% | 2.65 pp | $72M | 5.4% |
| Q2 2025 | 58 | +14% | 49.22% | +1.09 pp | $76M | +2.3% |
| Q1 2025 | 51 | +0.0% | 48.13% | +5.48 pp | $74M | +13% |
| Q4 2024 | 51 | +13% | 42.65% | +0.18 pp | $66M | +0.4% |
| Q3 2024 | 45 | +4.7% | 42.47% | +6.62 pp | $66M | +18% |
| Q2 2024 | 43 | β | 35.85% | β | $55M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for WHG.
Quick answers to the most common questions about buying WHG stock.
Based on Q1 2026 13F filings, institutional ownership of Westwood Holdings Group, Inc. stands at 56.0%, held across 67 reporting institutions.
Allspring Global Investments Holdings, LLC is the largest reported institutional holder of WHG, with approximately 613,114 shares worth $0.01B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of WHG, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for WHG is 61 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
10 institutions opened new positions in WHG during Q1 2026, while 6 fully exited. 12 added to existing positions and 41 trimmed.
WHG institutional ownership rose by 2.07 percentage points quarter-over-quarter, with a net change of β holders.
The top 10 institutions account for 75.8% of all reported 13F value in WHG, and the top 25 account for 96.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.