Westwood Holdings Group Inc
Ownership
Ownership Structure
Who owns Westwood Holdings Group Inc (WHG)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 61.6% of the shares are freely tradable; institutional investors hold 64.5%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 6.21 | 592,567 | -3.4 | 06/30/2026 |
| BlackRock Inc | 5.34 | 509,415 | -0.6 | 03/31/2026 |
| Settian Capital. LP | 4.93 | 470,515 | +0.0 | 06/30/2026 |
| Westwood Holdings Group Inc | 4.66 | 444,245 | +0.0 | 03/31/2026 |
| Gamco Investors, Inc. Et Al | 4.65 | 443,800 | +0.0 | 06/30/2026 |
| North Star Investment Management Corp | 4.06 | 387,800 | +1.8 | 06/30/2026 |
| Renaissance Technologies Corp | 3.68 | 350,767 | -6.1 | 03/31/2026 |
| Vanguard Capital Management, LLC | 3.36 | 320,516 | +0.0 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 2.98 | 284,446 | +1.7 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Allspring Special Small Cap Value A | 4.41 | 421,143 | -0.1 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Ryan Janice | Director | 11,669 | 217,043 $ | Jun 9, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 9, 2026 | Ryan Janice | Director | Other | 5,889 | 0.00 | – |
| Apr 24, 2026 | Susan M Byrne | Director | Sell | 700 | 16.14 | 11,298 |
| Apr 23, 2026 | Susan M Byrne | Director | Sell | 9 | 17.27 | 155 |
| Apr 22, 2026 | Susan M Byrne | Director | Sell | 294 | 15.85 | 4,660 |
| Apr 21, 2026 | Susan M Byrne | Director | Sell | 532 | 16.17 | 8,602 |
| Apr 20, 2026 | Susan M Byrne | Director | Sell | 500 | 16.64 | 8,320 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.