Latest Period
Q1 2026
Security Snapshot
WESTWOOD HOLDINGS GROUP INC - Common stock, par value $0.01 per share Institutional Ownership
CUSIP: 961765104
13F Institutional Holders and Ownership History from Q4 2023 to Q1 2026
Institutions Reporting
1
Shares (Excl. Options)
78,859
Price
$16.43
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- Type / Class
- Equity / Common stock, par value $0.01 per share
- Shares outstanding
- 9,277,511
- Price per share
- $16.43
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 78,859
- Total reported value
- $1,295,320
- Share change
- 0
- Number of holders
- 1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- 961765104 - WESTWOOD HOLDINGS GROUP INC - Common stock, par value $0.01 per share is tracked under CUSIP 961765104.
- 1 institution reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 3 to 1 between Q4 2025 and Q1 2026.
- Reported value moved from $14,787,680 to $1,295,320.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 1 institution filings for Q1 2026.
Security key
961765104
Latest holder period
Q1 2026
13F holders
1
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 961765104:
Significant Owners of WESTWOOD HOLDINGS GROUP INC - Common stock, par value $0.01 per share based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 4.7% | 432,332 | Renaissance Technologies LLC | 30 Sep 2024 |
As of 31 Mar 2026, 1 institutional investors reported holding 78,859 shares of WESTWOOD HOLDINGS GROUP INC - Common stock, par value $0.01 per share. This represents 0.85% of the company’s total 9,277,511 outstanding shares.
Institutional Holders of WESTWOOD HOLDINGS GROUP INC - Common stock, par value $0.01 per share across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 78,859 | $1,295,320 | $16.43 | 1 | |
| 2025 Q4 | 858,538 | $14,787,680 | +$44,810 | $17.21 | 3 |
| 2024 Q3 | 28,613 | $410,597 | $14.35 | 1 | |
| 2024 Q2 | 243,624 | $2,971,632 | -$25,481 | $12.26 | 2 |
| 2024 Q1 | 245,716 | $3,031,513 | -$40,915 | $12.40 | 2 |
| 2023 Q4 | 249,037 | $3,134,687 | $12.64 | 2 |