Westwood Group Ownership | Who Owns Westwood Group?

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Westwood Group Ownership Summary

Westwood Group is owned by 58.03% institutional investors, 16.94% insiders, and 25.03% 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 5.14% of its assets in Westwood Group shares.

WHG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Westwood Group	58.03%	16.94%	25.03%
Sector	Financial Services Stocks	43.07%	12.53%	44.40%
Industry	Capital Markets Stocks	43.42%	14.01%	42.57%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Allspring global investments	571.44K	7.06%	$6.96M
Deprince race & zollo	459.32K	5.67%	$5.59M
Gamco investors, inc. et al	447.06K	5.52%	$5.45M
Renaissance	443.95K	5.48%	$5.41M
Vanguard group	404.39K	4.99%	$4.93M
North star investment management	353.86K	4.37%	$4.31M
Dimensional fund advisors lp	243.90K	3.01%	$2.97M
Russell investments group	242.22K	2.99%	$2.95M
King luther capital management	238.74K	2.95%	$2.91M
Blackrock	215.01K	2.65%	$2.62M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Aegis financial	100.00K	1.17%	$1.22M
Acuitas investments	136.68K	0.89%	$1.66M
Garner asset management	116.94K	0.67%	$1.42M
Allred capital management	104.14K	0.49%	$1.27M
North star investment management	353.86K	0.32%	$4.31M
Deprince race & zollo	459.32K	0.12%	$5.59M
De lisle partners llp	29.68K	0.08%	$358.88K
Gamco investors, inc. et al	447.06K	0.06%	$5.45M
Marquette asset management	25.73K	0.05%	$313.45K
Prosperity consulting group	26.61K	0.04%	$324.08K

Top Buyers

Holder	Shares	% Assets	Change
Garner asset management	116.94K	0.67%	53.87K
Deprince race & zollo	459.32K	0.12%	13.01K
Dimensional fund advisors lp	243.90K	0.00%	5.79K
Ubs group	4.05K	-	2.03K
Empowered funds	23.90K	0.01%	1.62K

Top Sellers

Holder	Shares	% Assets	Change
Prosperity consulting group	26.61K	0.04%	-16.97K
Spiderrock advisors	-	-	-11.29K
Gabelli & co investment advisers	-	-	-11.00K
Gamco investors, inc. et al	447.06K	0.06%	-10.94K
Jane street group	-	-	-10.70K

Sold Out

Holder	Change
Tower research capital llc (trc)	-6.00
Jane street group	-10.70K
Gabelli & co investment advisers	-11.00K
Spiderrock advisors	-11.29K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	42	-4.55%	5,113,239	0.22%	63	1.52%	16	-5.88%	18	5.88%
Jun 30, 2023	44	12.82%	5,102,120	1.39%	64	1.58%	17	6.25%	17	41.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Allspring Special Small Cap Value A	477.18K	5.14%	-
Vanguard Total Stock Mkt Idx Inv	277.67K	2.99%	-
North Star Dividend I	153.70K	1.66%	-
DePrince, Race & Zollo, Micro Cap Val	148.77K	1.60%	-12.27K
Russell Inv US Small Cap Equity E	129.45K	1.39%	-
Vanguard Institutional Extnd Mkt Idx Tr	113.26K	1.22%	-
Aegis Value I	97.61K	1.05%	-
North Star Micro Cap I	92.00K	0.99%	-
Gabelli Global Financial Services I	80.03K	0.86%	633.00
Russell Inv Small Cap Fund B	56.69K	0.61%	-

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 58.03%, followed by 16.94% insiders and 25.03% retail investors. The average institutional ownership in Westwood Group's industry, Capital Markets Stocks, is 43.42%, which Westwood Group exceeds.

Who owns the most shares of Westwood Group?

Westwood Group’s largest shareholders are Allspring global investments (571.44K shares, 7.06%), Deprince race & zollo (459.32K shares, 5.67%), and Gamco investors, inc. et al (447.06K shares, 5.52%). Together, they hold 18.25% 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 1.17% of its assets in 100K Westwood Group shares, valued at 1.22M$.

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 5.14% of its total shares outstanding invested in 477.18K Westwood Group shares.

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