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Westwood Group Ownership | Who Owns Westwood Group?

OverviewRevenueFinancialsChartTranscripts

Westwood Group Ownership Summary

Westwood Group is owned by 27.79% institutional investors, 10.15% insiders, and 62.06% retail investors. Allspring global investments is the largest institutional shareholder, holding 7.06% of WHG shares. Allspring Special Small Cap Value A is the top mutual fund, with 4.86% of its assets in Westwood Group shares.

WHG Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWestwood Group27.79%10.15%62.06%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryCapital Markets Stocks35.42%14.69%49.89%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Allspring global investments593.75K7.06%$9.80M
Blackrock funding, inc. /de489.14K5.82%$8.07M
Settian capital lp470.51K5.60%$7.76M
Vanguard group397.26K4.73%$6.55M
Renaissance388.66K4.62%$6.41M
North star investment management367.48K4.37%$6.06M
Dimensional fund advisors lp273.09K3.25%$4.50M
Blackrock215.01K2.65%$2.62M
King luther capital management185.00K2.20%$3.05M
Geode capital management162.27K1.93%$2.68M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Settian capital lp470.51K5.27%$7.76M
Peapod lane capital88.04K1.30%$1.45M
Garner asset management135.21K0.90%$2.23M
Aegis financial99.93K0.63%$1.65M
North star investment management367.48K0.39%$6.06M
De lisle partners llp72.92K0.15%$1.21M
Levin capital strategies25.51K0.04%$420.63K
Bridgeway capital management90.42K0.03%$1.49M
Gabelli & co investment advisers10.50K0.03%$173.15K
Arete wealth advisors20.22K0.02%$333.00K

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de489.14K0.00%65.88K
Settian capital lp470.51K5.27%40.51K
Susquehanna group, llp47.03K0.00%24.48K
Vanguard group397.26K0.00%11.22K
Millennium management10.09K0.00%10.09K

Top Sellers

HolderShares% AssetsChange
Gamco investors, inc. et al---444.00K
Deprince race & zollo---277.42K
Acuitas investments---158.62K
Allred capital management---103.87K
Russell investments group829.00--47.39K

New Positions

HolderShares% AssetsChangeValue
Millennium management10.09K0.00%10.09K$146.35K
Deutsche bank ag\8.26K-8.26K$136.22K
Police & firemen's retirement system of new jersey1.90K0.00%1.90K$31.35K
Farther finance advisors138.00-138.00$2.28K
Gamma investing42.00-42.00$693.00

Sold Out

HolderChange
Northwestern mutual wealth management-51.00
Cullen/frost bankers-133.00
Raymond james financial-5.42K
Ancora advisors-10.01K
Wallace capital management-10.16K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202522-60.71%2,335,346-52.50%270.81%13-60.61%3-80.00%
Jun 30, 20255614.29%4,916,9895.97%581.85%3470.00%14-22.22%
Mar 31, 202549-5.77%4,640,098-1.11%561.69%20-33.33%18125.00%
Dec 31, 20245220.93%4,705,815-1.42%571.67%3163.16%7-46.15%
Sep 30, 202443-4.44%4,773,6031.57%581.75%1946.15%13-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Allspring Special Small Cap Value A457.58K4.86%-
Vanguard US Total Market Shares ETF277.67K2.96%-
Vanguard Total Stock Mkt Idx Inv243.09K2.58%-5.36K
North Star Dividend I153.70K1.63%-
Aegis Value I97.61K1.04%-
North Star Micro Cap I92.00K0.98%-
iShares Russell 2000 ETF82.87K0.88%-
Fidelity Small Cap Index76.56K0.81%76.56K
Russell Inv US Small Cap Equity E70.82K0.76%-8.62K
Brighthouse Small Cap Value A64.64K0.69%1.45K

Recent Insider Transactions

DateNameRoleActivityValue
Dec 10, 2025CASEY BRIAN O CEOSell$138.04K
Dec 09, 2025CASEY BRIAN O CEOSell$28.94K
Dec 08, 2025CASEY BRIAN O CEOSell$26.35K
Dec 05, 2025CASEY BRIAN O CEOSell$22.21K
Nov 26, 2025CASEY BRIAN O CEOSell$680.00

Insider Transactions Trends

DateBuySell
2025 Q4-7
2025 Q3-1
2025 Q2-1
2025 Q1--
2024 Q2--

WHG Ownership FAQ

Who Owns Westwood Group?

Westwood Group shareholders are primarily institutional investors at 27.79%, followed by 10.15% insiders and 62.06% retail investors. The average institutional ownership in Westwood Group's industry, Capital Markets Stocks, is 35.42%, which Westwood Group falls below.

Who owns the most shares of Westwood Group?

Westwood Group’s largest shareholders are Allspring global investments (593.75K shares, 7.06%), Blackrock funding, inc. /de (489.14K shares, 5.82%), and Settian capital lp (470.52K shares, 5.60%). Together, they hold 18.48% of Westwood Group’s total shares outstanding.

Does Blackrock own Westwood Group?

Yes, BlackRock owns 2.65% of Westwood Group, totaling 215.01K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 2.62M$. In the last quarter, BlackRock decreased its holdings by -2.092K shares, a -0.96% change.

Who is Westwood Group’s biggest shareholder by percentage of total assets invested?

Settian capital lp is Westwood Group’s biggest shareholder by percentage of total assets invested, with 5.27% of its assets in 470.52K Westwood Group shares, valued at 7.76M$.

Who is the top mutual fund holder of Westwood Group shares?

Allspring Special Small Cap Value A is the top mutual fund holder of Westwood Group shares, with 4.86% of its total shares outstanding invested in 457.58K Westwood Group shares.

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