Westwood Group Ownership | Who Owns Westwood Group?

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Westwood Group Ownership Summary

Westwood Group is owned by 62.11% institutional investors, 9.80% insiders, and 28.09% retail investors. Allspring global investments is the largest institutional shareholder, holding 7.32% of WHG shares. Allspring Special Small Cap Value A is the top mutual fund, with 4.62% of its assets in Westwood Group shares.

WHG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Westwood Group	62.11%	9.80%	28.09%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Capital Markets Stocks	33.12%	15.10%	51.78%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Allspring global investments	613.11K	7.32%	$9.75M
Blackrock funding, inc. /de	509.42K	6.08%	$8.39M
Settian capital lp	470.51K	5.62%	$7.75M
Westwood group	444.25K	5.30%	$7.32M
Gamco investors, inc. et al	443.80K	5.30%	$7.31M
Vanguard group	398.35K	4.73%	$6.86M
North star investment management	380.81K	4.55%	$6.27M
Renaissance	350.77K	4.19%	$5.78M
Dimensional fund advisors lp	279.69K	3.34%	$4.61M
Blackrock	215.01K	2.65%	$2.62M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Settian capital lp	470.51K	5.43%	$7.75M
Peapod lane capital	78.86K	1.06%	$1.30M
Garner asset management	111.02K	0.72%	$1.83M
North star investment management	380.81K	0.38%	$6.27M
Aegis financial	99.93K	0.28%	$1.65M
De lisle partners llp	58.20K	0.11%	$955.87K
Gamco investors, inc. et al	443.80K	0.07%	$7.31M
Westwood group	444.25K	0.05%	$7.32M
Bridgeway capital management	97.35K	0.03%	$1.60M
Levin capital strategies	25.51K	0.03%	$420.12K

Top Buyers

Holder	Shares	% Assets	Change
Westwood group	444.25K	0.05%	444.25K
Vanguard fiduciary trust	46.45K	0.00%	46.45K
Susquehanna group, llp	47.03K	0.00%	24.48K
Advisor os	20.04K	0.02%	20.04K
Millennium management	10.09K	0.00%	10.09K

Top Sellers

Holder	Shares	% Assets	Change
Deprince race & zollo	-	-	-277.42K
Acuitas investments	-	-	-158.62K
Allred capital management	-	-	-103.87K
Marquette asset management	-	-	-25.73K
Renaissance	350.77K	0.01%	-22.69K

New Positions

Holder	Shares	% Assets	Change	Value
Westwood group	444.25K	0.05%	444.25K	$7.32M
Vanguard fiduciary trust	46.45K	0.00%	46.45K	$765.00K
Advisor os	20.04K	0.02%	20.04K	$329.98K
Millennium management	10.09K	0.00%	10.09K	$146.35K
Vanguard global advisers	2.62K	-	2.62K	$43.18K

Sold Out

Holder	Change
Srs capital advisors	-3.00
Gamma investing	-42.00
Northwestern mutual wealth management	-51.00
Rockefeller capital management	-74.00
Cullen/frost bankers	-133.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	64	6.67%	5,228,888	7.72%	62	1.87%	33	22.22%	21	16.67%
Dec 31, 2025	29	-50.00%	3,177,365	-27.63%	37	1.38%	12	-60.00%	7	-61.11%
Sep 30, 2025	22	-60.71%	2,335,346	-52.50%	27	0.81%	13	-60.61%	3	-80.00%
Jun 30, 2025	56	14.29%	4,916,989	5.97%	58	1.85%	34	70.00%	14	-22.22%
Mar 31, 2025	49	-5.77%	4,640,098	-1.11%	56	1.69%	20	-33.33%	18	125.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Allspring Special Small Cap Value A	438.28K	4.62%	-
Vanguard US Total Market Shares ETF	277.67K	2.96%	-
Vanguard Total Stock Mkt Idx Inv	242.37K	2.55%	-
North Star Dividend I	151.00K	1.59%	-
iShares Russell 2000 ETF	125.57K	1.32%	1.08K
North Star Micro Cap I	102.00K	1.07%	-
Aegis Value I	97.61K	1.03%	-
Brighthouse Small Cap Value A	94.84K	1.00%	5.50K
Fidelity Small Cap Index	75.62K	0.80%	-307.00
Russell Inv US Small Cap Equity E	70.82K	0.76%	-8.62K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 09, 2026	BYRNE SUSAN M	Director Emerita	Sell	$33.17K
Jun 05, 2026	BYRNE SUSAN M	Director Emerita	Sell	$10.68K
Jun 08, 2026	BYRNE SUSAN M	Director Emerita	Sell	$10.39K
Jun 01, 2026	BYRNE SUSAN M	Director Emerita	Sell	$20.83K
May 29, 2026	BYRNE SUSAN M	Director Emerita	Sell	$18.44K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	43
2026 Q1	-	6
2025 Q4	-	7
2025 Q3	-	1
2025 Q2	-	1

WHG Ownership FAQ

Who Owns Westwood Group?

Westwood Group shareholders are primarily institutional investors at 62.11%, followed by 9.80% insiders and 28.09% retail investors. The average institutional ownership in Westwood Group's industry, Capital Markets Stocks, is 33.12%, which Westwood Group exceeds.

Who owns the most shares of Westwood Group?

Westwood Group’s largest shareholders are Allspring global investments (613.11K shares, 7.32%), Blackrock funding, inc. /de (509.42K shares, 6.08%), and Settian capital lp (470.52K shares, 5.62%). Together, they hold 19.02% 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 5.43% of its assets in 470.52K Westwood Group shares, valued at 7.75M$.

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 4.62% of its total shares outstanding invested in 438.28K Westwood Group shares.

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