Westwood Group Ownership | Who Owns Westwood Group?

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Westwood Group Ownership Summary

Westwood Group is owned by 58.50% institutional investors, 10.23% insiders, and 31.27% 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 4.86% of its assets in Westwood Group shares.

WHG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Westwood Group	58.50%	10.23%	31.27%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Capital Markets Stocks	45.78%	17.11%	37.11%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Allspring global investments	585.84K	7.21%	$8.74M
Gamco investors, inc. et al	444.00K	5.28%	$6.93M
Renaissance	420.13K	5.17%	$6.10M
Blackrock funding, inc. /de	423.26K	5.04%	$6.60M
Vanguard group	375.16K	4.62%	$5.44M
North star investment management	362.00K	4.46%	$5.25M
Dimensional fund advisors lp	258.81K	3.19%	$3.75M
Blackrock	215.01K	2.65%	$2.62M
Russell investments group	190.90K	2.35%	$2.77B
King luther capital management	185.00K	2.20%	$2.89M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Garner asset management	133.18K	0.96%	$2.08M
Aegis financial	99.93K	0.92%	$1.56M
Allred capital management	103.87K	0.61%	$1.62M
North star investment management	362.00K	0.37%	$5.25M
De lisle partners llp	72.92K	0.16%	$1.14M
Gamco investors, inc. et al	444.00K	0.07%	$6.93M
Levin capital strategies	25.51K	0.04%	$397.93K
Gabelli & co investment advisers	11.00K	0.03%	$171.60K
Bridgeway capital management	80.81K	0.03%	$1.17M
Arete wealth advisors	20.27K	0.02%	$316.00K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	423.26K	0.00%	201.64K
Susquehanna group, llp	47.03K	0.00%	24.48K
Millennium management	10.09K	0.00%	10.09K
Dimensional fund advisors lp	258.81K	0.00%	9.99K
Citigroup	7.11K	0.00%	7.11K

Top Sellers

Holder	Shares	% Assets	Change
Deprince race & zollo	-	-	-277.42K
Acuitas investments	-	-	-158.62K
Russell investments group	190.90K	0.00%	-89.44K
Vanguard group	375.16K	0.00%	-29.23K
Marquette asset management	-	-	-25.73K

New Positions

Holder	Shares	% Assets	Change	Value
Millennium management	10.09K	0.00%	10.09K	$146.35K
Citigroup	7.11K	0.00%	7.11K	$103.21K
Raymond james financial	5.42K	-	5.42K	$84.63K
Tower research capital llc (trc)	326.00	0.00%	326.00	$4.73K
Sterling capital management	201.00	-	201.00	$3.14K

Sold Out

Holder	Change
Northwestern mutual wealth management	-51.00
Cullen/frost bankers	-133.00
Wallace capital management	-10.16K
Spiderrock advisors	-11.29K
Wealth enhancement advisory services	-14.07K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	43	-4.44%	4,773,603	1.57%	58	1.75%	19	46.15%	13	-
Jun 30, 2024	45	-4.26%	4,699,828	0.22%	58	1.67%	13	-45.83%	13	44.44%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Allspring Special Small Cap Value A	457.58K	4.86%	-
Vanguard US Total Market Shares ETF	277.67K	2.96%	-
Vanguard Total Stock Mkt Idx Inv	243.09K	2.58%	-5.36K
North Star Dividend I	153.70K	1.63%	-
Aegis Value I	97.61K	1.04%	-
North Star Micro Cap I	92.00K	0.98%	-
iShares Russell 2000 ETF	81.05K	0.86%	-1.57K
Fidelity Small Cap Index	76.56K	0.81%	76.56K
Russell Inv US Small Cap Equity E	70.82K	0.76%	-8.62K
Brighthouse Small Cap Value A	64.64K	0.69%	1.45K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 29, 2025	CASEY BRIAN O	CEO	Sell	$121.50K
Jun 05, 2025	Gomez Fabian	President	Sell	$108.50K
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

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	1
2025 Q1	-	-
2024 Q2	-	-
2024 Q1	-	1
2023 Q4	-	-

WHG Ownership FAQ

Who Owns Westwood Group?

Westwood Group shareholders are primarily institutional investors at 58.50%, followed by 10.23% insiders and 31.27% retail investors. The average institutional ownership in Westwood Group's industry, Capital Markets Stocks, is 45.78%, which Westwood Group exceeds.

Who owns the most shares of Westwood Group?

Westwood Group’s largest shareholders are Allspring global investments (585.84K shares, 7.21%), Gamco investors, inc. et al (444K shares, 5.28%), and Renaissance (420.13K shares, 5.17%). Together, they hold 17.67% 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?

Garner asset management is Westwood Group’s biggest shareholder by percentage of total assets invested, with 0.96% of its assets in 133.18K Westwood Group shares, valued at 2.08M$.

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 4.86% of its total shares outstanding invested in 457.58K Westwood Group shares.

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