Westwood Group Ownership | Who Owns Westwood Group?
Westwood Group Ownership Summary
Westwood Group is owned by 37.74% institutional investors, 10.15% insiders, and 52.10% 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 4.67% of its assets in Westwood Group shares.
WHG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Westwood Group | 37.74% | 10.15% | 52.10% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Capital Markets Stocks | 28.28% | 14.21% | 57.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Allspring global investments | 606.81K | 7.21% | $10.70M |
| Blackrock funding, inc. /de | 512.74K | 6.09% | $8.82M |
| Settian capital lp | 470.51K | 5.59% | $8.10M |
| Gamco investors, inc. et al | 443.80K | 5.27% | $7.64M |
| Vanguard group | 398.35K | 4.73% | $6.86M |
| Renaissance | 373.46K | 4.44% | $6.43M |
| North star investment management | 371.99K | 4.42% | $6.40M |
| Dimensional fund advisors lp | 274.52K | 3.26% | $4.72M |
| Blackrock | 215.01K | 2.65% | $2.62M |
| King luther capital management | 185.00K | 2.20% | $3.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Settian capital lp | 470.51K | 5.40% | $8.10M |
| Peapod lane capital | 88.68K | 1.30% | $1.53M |
| Garner asset management | 124.31K | 0.82% | $2.14M |
| Aegis financial | 99.93K | 0.41% | $1.72M |
| North star investment management | 371.99K | 0.40% | $6.40M |
| De lisle partners llp | 72.92K | 0.15% | $1.21M |
| Gamco investors, inc. et al | 443.80K | 0.07% | $7.64M |
| Levin capital strategies | 25.51K | 0.04% | $438.99K |
| Bridgeway capital management | 90.42K | 0.03% | $1.49M |
| Gabelli & co investment advisers | 10.50K | 0.03% | $180.71K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gamco investors, inc. et al | 443.80K | 0.07% | 443.80K |
| Susquehanna group, llp | 47.03K | 0.00% | 24.48K |
| Blackrock funding, inc. /de | 512.74K | 0.00% | 23.60K |
| Allspring global investments | 606.81K | 0.02% | 13.06K |
| Goldman sachs group | 11.54K | - | 11.54K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deprince race & zollo | - | - | -277.42K |
| Acuitas investments | - | - | -158.62K |
| Allred capital management | - | - | -103.87K |
| Russell investments group | 829.00 | - | -47.39K |
| Marquette asset management | - | - | -25.73K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Goldman sachs group | 11.54K | - | 11.54K | $198.66K |
| Millennium management | 10.09K | 0.00% | 10.09K | $146.35K |
| Police & firemen's retirement system of new jersey | 1.90K | 0.00% | 1.90K | $31.35K |
| Pnc financial services group | 96.00 | - | 96.00 | $1.65K |
| Mai capital management | 34.00 | - | 34.00 | $586.00 |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| Srs capital advisors | -3.00 |
| Gamma investing | -42.00 |
| Northwestern mutual wealth management | -51.00 |
| Cullen/frost bankers | -133.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 52 | 20.93% | 4,705,815 | -1.42% | 57 | 1.67% | 31 | 63.16% | 7 | -46.15% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Allspring Special Small Cap Value A | 438.28K | 4.67% | -1.10K |
| Vanguard US Total Market Shares ETF | 277.67K | 2.96% | - |
| Vanguard Total Stock Mkt Idx Inv | 242.37K | 2.58% | - |
| North Star Dividend I | 151.00K | 1.61% | -2.70K |
| iShares Russell 2000 ETF | 127.36K | 1.36% | 127.36K |
| Aegis Value I | 97.61K | 1.04% | - |
| North Star Micro Cap I | 92.00K | 0.98% | - |
| Brighthouse Small Cap Value A | 89.35K | 0.95% | 24.71K |
| Fidelity Small Cap Index | 76.32K | 0.81% | -91.00 |
| Russell Inv US Small Cap Equity E | 70.82K | 0.76% | -8.62K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 10, 2025 | CASEY BRIAN O | CEO | Sell | $138.04K |
| Dec 09, 2025 | CASEY BRIAN O | CEO | Sell | $28.94K |
| Dec 08, 2025 | CASEY BRIAN O | CEO | Sell | $26.35K |
| Dec 05, 2025 | CASEY BRIAN O | CEO | Sell | $22.21K |
| Nov 26, 2025 | CASEY BRIAN O | CEO | Sell | $680.00 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
WHG Ownership FAQ
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