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 7.32% 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 | 37.74% | 10.15% | 52.10% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Capital Markets Stocks | 28.36% | 14.01% | 57.63% |
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 | 512.74K | 6.09% | $8.82M |
| Settian capital lp | 470.51K | 5.62% | $7.75M |
| Gamco investors, inc. et al | 443.80K | 5.27% | $7.64M |
| Vanguard group | 398.35K | 4.73% | $6.86M |
| North star investment management | 380.81K | 4.55% | $6.27M |
| Renaissance | 373.46K | 4.44% | $6.43M |
| Dimensional fund advisors lp | 279.69K | 3.34% | $4.61M |
| Blackrock | 215.01K | 2.65% | $2.62M |
| King luther capital management | 185.00K | 2.21% | $3.05M |
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 |
| Aegis financial | 99.93K | 0.41% | $1.72M |
| North star investment management | 380.81K | 0.38% | $6.27M |
| 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 |
| Vanguard fiduciary trust | 46.45K | 0.00% | 46.45K |
| Susquehanna group, llp | 47.03K | 0.00% | 24.48K |
| Blackrock funding, inc. /de | 512.74K | 0.00% | 23.60K |
| Advisor os | 20.04K | 0.02% | 20.04K |
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 |
| Jane street group | - | - | -22.58K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 46.45K | 0.00% | 46.45K | $765.00K |
| Advisor os | 20.04K | 0.02% | 20.04K | $329.98K |
| Goldman sachs group | 11.54K | - | 11.54K | $198.66K |
| 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 |
| Cullen/frost bankers | -133.00 |
| Amalgamated bank | -234.00 |
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 | 4.62% | - |
| 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% | 10.00K |
| Aegis Value I | 97.61K | 1.03% | 97.61K |
| 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 |
|---|---|---|---|---|
| May 07, 2026 | BYRNE SUSAN M | Director Emerita | Sell | $16.06K |
| May 08, 2026 | BYRNE SUSAN M | Director Emerita | Sell | $9.70K |
| May 05, 2026 | BYRNE SUSAN M | Director Emerita | Sell | $10.85K |
| May 06, 2026 | BYRNE SUSAN M | Director Emerita | Sell | $4.18K |
| Apr 30, 2026 | BYRNE SUSAN M | Director Emerita | Sell | $16.19K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 26 |
| 2026 Q1 | - | 6 |
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 1 |
WHG Ownership FAQ
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