Westwood Group Ownership | Who Owns Westwood Group?

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Westwood Group Ownership Summary

Westwood Group is owned by 57.64% institutional investors, 16.94% insiders, and 25.42% retail investors. Allspring global investments is the largest institutional shareholder, holding 7.21% of WHG shares. Allspring Special Small Cap Value A is the top mutual fund, with 5.09% of its assets in Westwood Group shares.

WHG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Westwood Group	57.64%	16.94%	25.42%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Capital Markets Stocks	34.70%	18.00%	47.30%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Allspring global investments	585.84K	7.21%	$8.74M
Gamco investors, inc. et al	446.70K	5.50%	$6.48M
Renaissance	420.13K	5.17%	$6.10M
Vanguard group	375.16K	4.62%	$5.44M
North star investment management	362.00K	4.46%	$5.25M
Deprince race & zollo	327.93K	4.04%	$4.76M
Dimensional fund advisors lp	258.81K	3.19%	$3.75M
Blackrock funding, inc. /de	223.03K	2.75%	$3.24M
Blackrock	215.01K	2.65%	$2.62M
Russell investments group	190.90K	2.35%	$2.77B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Aegis financial	100.00K	1.25%	$1.45M
Garner asset management	140.75K	0.91%	$2.01M
Allred capital management	103.87K	0.58%	$1.51M
North star investment management	362.00K	0.37%	$5.25M
De lisle partners llp	72.92K	0.16%	$1.07M
Deprince race & zollo	327.93K	0.09%	$4.76M
Gamco investors, inc. et al	446.70K	0.07%	$6.48M
Levin capital strategies	25.51K	0.04%	$370.12K
Gabelli & co investment advisers	11.00K	0.03%	$159.61K
Bridgeway capital management	80.81K	0.03%	$1.17M

Top Buyers

Holder	Shares	% Assets	Change
Susquehanna group, llp	47.03K	0.00%	24.48K
Ancora advisors	24.01K	0.01%	24.01K
683 capital management	22.18K	0.02%	22.18K
Garner asset management	140.75K	0.91%	14.43K
Gabelli & co investment advisers	11.00K	0.03%	11.00K

Top Sellers

Holder	Shares	% Assets	Change
Acuitas investments	-	-	-158.62K
Deprince race & zollo	327.93K	0.09%	-129.33K
Russell investments group	190.90K	0.00%	-89.44K
Vanguard group	375.16K	0.00%	-29.23K
Marquette asset management	-	-	-25.73K

New Positions

Holder	Shares	% Assets	Change	Value
Ancora advisors	24.01K	0.01%	24.01K	$348.41K
683 capital management	22.18K	0.02%	22.18K	$321.80K
Millennium management	10.09K	0.00%	10.09K	$146.35K
Citigroup	7.11K	0.00%	7.11K	$103.21K
Tower research capital llc (trc)	326.00	0.00%	326.00	$4.73K

Sold Out

Holder	Change
Wallace capital management	-10.16K
Jane street group	-10.70K
Spiderrock advisors	-11.29K
Wealth enhancement advisory services	-14.07K
Marquette asset management	-25.73K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	52	20.93%	4,705,815	-1.42%	57	1.67%	31	63.16%	7	-46.15%
Sep 30, 2024	43	-4.44%	4,773,603	1.57%	58	1.75%	19	46.15%	13	-
Jun 30, 2024	45	-4.26%	4,699,828	0.22%	58	1.67%	13	-45.83%	13	44.44%
Mar 31, 2024	47	-2.08%	4,689,478	1.39%	58	1.84%	24	-17.24%	9	28.57%
Dec 31, 2023	48	14.29%	4,625,395	-9.54%	56	1.38%	29	81.25%	7	-61.11%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Allspring Special Small Cap Value A	477.18K	5.09%	-
Vanguard US Total Market Shares ETF	277.67K	2.96%	-
Vanguard Total Stock Mkt Idx Inv	248.44K	2.65%	-
North Star Dividend I	153.70K	1.64%	-
Vanguard Institutional Extnd Mkt Idx Tr	113.26K	1.21%	-
DePrince, Race & Zollo, Micro Cap Val	101.92K	1.09%	-11.43K
Aegis Value I	97.61K	1.04%	-
North Star Micro Cap I	92.00K	0.98%	-
Russell Inv US Small Cap Equity E	79.44K	0.85%	-
Russell Inv US Small Cap Equity Y	79.44K	0.85%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 06, 2024	Lockridge Matthew	Head, U.S. Value Inv.	Sell	$168.09K
Sep 11, 2023	Montgomery John Porter	Chief Operating Officer	Sell	$4.95K
Sep 06, 2023	Montgomery John Porter	Chief Operating Officer	Sell	$8.30K
Sep 06, 2023	Montgomery John Porter	Chief Operating Officer	Sell	$20.40
Sep 11, 2023	Montgomery John Porter	Chief Operating Officer	Sell	$3.23K

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	-	-
2024 Q1	-	1
2023 Q4	-	-
2023 Q3	-	5
2023 Q2	-	-

WHG Ownership FAQ

Who Owns Westwood Group?

Westwood Group shareholders are primarily institutional investors at 57.64%, followed by 16.94% insiders and 25.42% retail investors. The average institutional ownership in Westwood Group's industry, Capital Markets Stocks, is 34.70%, which Westwood Group exceeds.

Who owns the most shares of Westwood Group?

Westwood Group’s largest shareholders are Allspring global investments (585.84K shares, 7.21%), Gamco investors, inc. et al (446.7K shares, 5.50%), and Renaissance (420.13K shares, 5.17%). Together, they hold 17.88% 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?

Aegis financial is Westwood Group’s biggest shareholder by percentage of total assets invested, with 1.25% of its assets in 100K Westwood Group shares, valued at 1.45M$.

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 5.09% of its total shares outstanding invested in 477.18K Westwood Group shares.

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