Westwood Holdings Group Inc: which funds bought and sold
Institutions that bought and sold Westwood Holdings Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 40 institutions that filed 13F reports for both quarters added to or opened positions in Westwood Holdings Group, and 21 cut or closed them. Together they added a net 160K shares, +3.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 59K shares (+3.6%); index fund managers were net buyers of 87K shares (+6.9%). 7 opened a new position and 3 sold out entirely.
Bought, Q2 2026 40 institutions, 7 of them new holders Sold, Q2 2026 21 institutions, 3 of them sold out
Net change, all compared +160K shares (+3.0%)
Net change, active managers +59K shares (+3.6%), 4 bought, 1 sold
Buyers versus sellers
40 bought 12 21 sold
Active managers and hedge funds 4 bought · 1 sold · +59K
Index fund managers 7 bought · 2 sold · +87K
Other institutions 29 bought · 18 sold · +13K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Westwood Holdings Group Inc Active manager | +75K +16.8% | 519K | $9.9M |
| Blackrock, Inc. Index funds | +73K +14.3% | 582K | $11.2M |
| Nuveen, LLC | +15K New position | 15K | $282,744 |
| Geode Capital Management, LLC Index funds | +12K +7.6% | 172K | $3.3M |
| Marquette Asset Management, LLC | +11K New position | 11K | $206,948 |
| Sei Investments Co | +8,760 +27.7% | 40K | $774,428 |
| Vanguard Portfolio Management LLC Index funds | +7,147 +16.7% | 50K | $958,249 |
| Lri Investments, LLC | +7,000 New position | 7,000 | $134,120 |
| North Star Investment Management Corp. | +6,991 +1.8% | 388K | $7.4M |
| Vanguard Capital Management LLC Index funds | +6,516 +2.0% | 327K | $6.3M |
| Gabelli & Co Investment Advisers, Inc. | +5,846 +52.2% | 17K | $326,448 |
| Morgan Stanley | +5,752 +36.4% | 22K | $413,382 |
| Dimensional Fund Advisors LP | +4,761 +1.7% | 284K | $5.5M |
| Price T Rowe Associates Inc Active manager | +4,311 +23.8% | 22K | $430,000 |
| UBS Group AG | +3,753 +149.0% | 6,271 | $120,152 |
| Wells Fargo & Company | +3,378 +64.3% | 8,634 | $165,434 |
| Russell Investments Group, Ltd. | +3,306 +535.8% | 3,923 | $75,164 |
| Citigroup Inc | +3,103 +896.8% | 3,449 | $66,083 |
| Charles Schwab Investment Management Inc Index funds | +2,849 +18.6% | 18K | $348,597 |
| Bridgeway Capital Management, LLC Active manager | +2,110 +2.2% | 99K | $1.9M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Westwood Holdings Group Inc Active manager | +75K +16.8% | 519K | $9.9M |
| Price T Rowe Associates Inc Active manager | +4,311 +23.8% | 22K | $430,000 |
| Bridgeway Capital Management, LLC Active manager | +2,110 +2.2% | 99K | $1.9M |
| FMR LLC Active manager | +79 +69.9% | 192 | $3,675 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Renaissance Technologies LLC Hedge fund | −22K −6.3% | 329K | $6.3M |
| Allspring Global Investments Holdings, LLC | −21K −3.4% | 593K | $11.4M |
| Garner Asset Management Corp | −17K −15.0% | 94K | $1.8M |
| Northern Trust Corp Index funds | −14K −19.8% | 56K | $1.1M |
| Goldman Sachs Group Inc | −12K Sold out | 0 | — |
| Bank Of America Corp | −9,546 −17.1% | 46K | $887,299 |
| De Lisle Partners LLP | −8,187 −14.1% | 50K | $959,603 |
| State Street Corp Index funds | −1,400 −1.6% | 87K | $1.7M |
| Barclays PLC | −841 −30.5% | 1,917 | $36,730 |
| Bank Of New York Mellon Corp | −771 −3.6% | 21K | $395,939 |
| Prosperity Consulting Group, LLC | −659 −4.7% | 13K | $256,361 |
| California State Teachers Retirement System | −301 −74.7% | 102 | $1,954 |
| Tower Research Capital LLC (TRC) | −280 −25.8% | 805 | $15,424 |
| Advisor Os, LLC | −217 −1.1% | 20K | $379,713 |
| Mirae Asset Global Etfs Holdings Ltd. | −157 −4.4% | 3,425 | $65,623 |
| Sterling Capital Management LLC | −108 −43.7% | 139 | $2,663 |
| Mai Capital Management | −87 Sold out | 0 | — |
| Farther Finance Advisors, LLC | −65 −98.5% | 1 | $19 |
| Royal Bank Of Canada | −54 −8.5% | 583 | $12,000 |
| Root Financial Partners, LLC | −3 Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Renaissance Technologies LLC Hedge fund | −22K −6.3% | 329K | $6.3M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Nuveen, LLC | 15K | $282,744 |
| Marquette Asset Management, LLC | 11K | $206,948 |
| Lri Investments, LLC | 7,000 | $134,120 |
| Arax Advisory Partners | 144 | $2,759 |
| Integrated Wealth Concepts LLC | 75 | $1,434 |
| Covestor Ltd | 45 | $1,000 |
| Rothschild Investment LLC | 2 | $38 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Goldman Sachs Group Inc | 12K | $202,087 |
| Mai Capital Management | 87 | $1,433 |
| Root Financial Partners, LLC | 3 | $49 |
Who holds the shares
- Institutions reporting
- 70
- Ten largest holders
- 75.7% of 13F-reported shares
- Index fund managers
- 24.7% of 13F-reported shares
- Active managers and hedge funds
- 31.3% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 4 | 1 | 0 | 0 | +59K | +3.6% |
| Index fund managers | 7 | 2 | 0 | 0 | +87K | +6.9% |
| Other institutions | 29 | 18 | 7 | 3 | +13K | +0.6% |
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