Estimated market cap $178.55MShares outstanding from the company’s latest SEC filing (all share classes, each priced at its own close; ADRs converted to ADS) × last close from Tiingo. Updated daily. This figure: shares as of Oct 30, 2026, last close Nov 13, 2026.9.52M shares, shares as of Oct 30, 2026CIK 1165002The SEC’s Central Index Key, the number it uses to identify every company and person that files.
Insider trades, 12 mo
0 buys · 66 sells
$1.55M sold, open market
Congress trades, 24 mo
—
No disclosed trades
13F holders
…
Lobbying, 12 mo
—
No lobbying filings
Federal contracts, 12 mo
—
None matched
Ask your AI:
Latest 10-Q
What changed in Westwood Holdings Group Inc's latest quarterly report, compared with the one before.
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Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
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13F holders
Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
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Top 10 holders.Premium lists every holder, with CSV downloads.
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
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Lobbying
What Westwood Holdings Group Inc and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
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H-1B labor applications at Westwood Holdings Group Inc
0 certified in 12 mo
Labor condition applications decided by the Department of Labor, matched to Westwood Holdings Group Inc by employer name. An application is not a hire.
Median yearly wage offered, full-time certified applications, Jul 2025 to Jun 2026: —The wage the employer offered, as filed, with its unit. The yearly figure restates it per year (hourly x 2,080, weekly x 52, every two weeks x 26, monthly x 12) from the low end of the offered range. It is not what the worker was paid.
H-1B labor applications decided at Westwood Holdings Group Inc by quarter
We match the employer's name to a public company automatically, including a reviewed list of subsidiaries. A subsidiary can be missed and a similar name can be matched wrongly. The files carry no worker names.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
13F holders, Q3 2026Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
51
49.1% of shares · 23 added
Latest 10-Q
Q3 2026
What changed in Westwood Holdings Group Inc's latest quarterly report, compared with the one before.
Filed Nov 5, 2026 · Quarter ended Sep 30, 2026
AI No AI summary for this 10-Q: management's discussion could not be compared, and the other sections did not change.
Compared with the 10-Q for the quarter ended Jun 30, 2026. Sections compared: risk factors and legal proceedings.
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
No open-market insider trades reported since Jul 2, 2026. Insiders have two business days to file.
Recent insider trades
How the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.
51 funds report WHG. Values checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
Funds own 57% of shares (Q2 2026)Fund managers with more than $100 million in US-listed stocks file a 13F each quarter. It lists their long stock positions only (shorts, options and bonds are left out) and can arrive up to 45 days after the quarter ends, so this is a snapshot of the quarter end. We add up the shares every fund reports in this class and divide by the shares outstanding. The total can pass 100%: the same shares are often reported by more than one manager (an adviser and the fund it runs), lent shares can be reported twice, and the share count can be out of date after buybacks. We divided 5.44M reported shares by 9.52M shares, from the cover page of the company’s filing as of Oct 30, 2026.
71 funds hold the stock.
Q3 2026: 49% · 5,560 of ~8,900 funds reported so farFunds have 45 days after a quarter ends to file. This quarter’s reports are still arriving, so the figure only counts the funds that have filed so far and will usually rise.
Q2 202552%
Q3 202546%
Q4 202551%
Q1 202656%
Q2 202657%
Q3 2026 (so far)49%
Q3 2026. 2 new, 23 added to, 15 trimmed, 22 exited since Q2 2026.
Download CSVEvery fund that holds WHG, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.
Trades by members of Congress
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
No recent congressional trades for this company.
Lobbying
What Westwood Holdings Group Inc and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
No recent lobbying filings for this company.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
Funds holding the stock
Shares they report
Funds holding the stock by quarter
Q2 2013
67
—
4.98M
$213.9M
Q3 2013
71
+4
5.24M
$251.7M
Q4 2013
81
+10
5.14M
$318.1M
Q1 2014
81
0
5.26M
$329.6M
Q2 2014
81
0
5.40M
$323.9M
Q3 2014
81
0
5.37M
$304.1M
Q4 2014
83
+2
5.18M
$320.1M
Q1 2015
82
-1
5.33M
$321.7M
Q2 2015
81
-1
5.37M
$320.1M
Q3 2015
83
+2
5.40M
$293.6M
Q4 2015
86
+3
5.36M
$279.1M
Q1 2016
82
-4
5.48M
$321.5M
Q2 2016
82
0
5.31M
$275.0M
Q3 2016
77
-5
5.33M
$283.1M
Q4 2016
83
+6
5.53M
$331.5M
Q1 2017
75
-8
5.58M
$297.9M
Q2 2017
83
+8
5.79M
$328.0M
Q3 2017
88
+5
5.94M
$399.6M
Q4 2017
95
+7
5.99M
$396.8M
Q1 2018
91
-4
6.02M
$340.0M
Q2 2018
93
+2
6.16M
$366.8M
Q3 2018
86
-7
6.12M
$316.8M
Q4 2018
87
+1
6.07M
$206.5M
Q1 2019
98
+11
6.03M
$212.8M
Q2 2019
90
-8
5.96M
$209.8M
Q3 2019
84
-6
6.20M
$171.7M
Q4 2019
78
-6
6.32M
$187.5M
Q1 2020
73
-5
6.13M
$112.3M
Q2 2020
67
-6
5.59M
$88.1M
Q3 2020
64
-3
5.46M
$60.8M
Q4 2020
63
-1
5.51M
$79.9M
Q1 2021
55
-8
5.09M
$73.6M
Q2 2021
53
-2
4.42M
$96.2M
Q3 2021
48
-5
4.50M
$85.6M
Q4 2021
48
0
5.33M
$90.3M
Q1 2022
46
-2
5.29M
$81.1M
Q2 2022
43
-3
5.28M
$72.8M
Q3 2022
37
-6
4.95M
$47.7M
Q4 2022
37
0
5.00M
$55.7M
Q1 2023
41
+4
5.04M
$56.5M
Q2 2023
42
+1
5.11M
$63.4M
Q3 2023
42
0
5.13M
$52.0M
Q4 2023
46
+4
4.63M
$58.2M
Q1 2024
45
-1
4.73M
$58.3M
Q2 2024
43
-2
4.70M
$57.3M
Q3 2024
44
+1
4.77M
$67.8M
Q4 2024
51
+7
4.69M
$68.3M
Q1 2025
50
-1
4.64M
$75.0M
Q2 2025
57
+7
4.92M
$76.9M
Q3 2025
61
+4
4.40M
$72.6M
Q4 2025
63
+2
4.82M
$83.2M
Q1 2026
69
+6
5.29M
$86.7M
Q2 2026
71
+2
5.44M
$104.4M
Q3 2026
51
-20
4.68M
$87.6M
Each point is a quarter-end, from Q2 2013 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.
Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.
The history follows the company's current CUSIP number (961765104). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q2 2013) can be later than the stock's first appearance in 13F reports.
Share counts are adjusted for stock splits; none took place between these quarters. Values are in dollars as reported at the time and are not adjusted.
A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.