As of November 10, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Westwood Holdings Group Inc. The largest reported stake is BlackRock, Inc.'s, at 6.1%. 7 filings are on record since July 14, 2025 (Schedule 13G/A, October 27, 2026).
Who owns Westwood Holdings Group Inc?
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Key facts
- · Reporting person: Gamco Investors, Inc. Et Al · Sole voting: 443,800 · Shared voting: 0 · Sole dispositive: 443,800 · Shared dispositive: 0 · SCHEDULE 13D/A, 2026-11-09
- · Reporting person: BlackRock, Inc. · Sole voting: 567,613 · Shared voting: 0 · Sole dispositive: 579,523 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-27
- · Holder: Gamco Investors, Inc. Et Al · Percent: 4.7% · SCHEDULE 13D/A
- · Holder: DePrince, Race & Zollo, Inc. · Percent: 0% · SCHEDULE 13G/A
- · Holder: BlackRock, Inc. · Percent: 5.1% · SCHEDULE 13G
Westwood Holdings Group Inc has 7 Schedule 13D or 13G filings on record since 2025-07-14. 2 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 6.1% | 579,523 | SCHEDULE 13G/A, 2026-10-27 | 2026-09-30 |
| Settian Capital LP | 5% | 470,515 | SCHEDULE 13D, 2025-08-04 | 2025-07-30 |
| Gamco Investors, Inc. Et Al | 4.7% | 443,800 | SCHEDULE 13D/A, 2026-11-09 | 2026-11-06 |
| DePrince, Race & Zollo, Inc. | 0% | 0 | SCHEDULE 13G/A, 2026-01-15 | 2026-01-12 |
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More on Westwood Holdings Group Inc and the records around it.
Westwood Holdings Group Inc elsewhere on the record
Companies that share a holder
- DePrince, Race & Zollo, Inc. also filed stake reports on 4 other companies: Monro, Inc. (Aug 2026), Newell Brands Inc. (Aug 2026), Werner Enterprises, Inc. (Apr 2026)
- GAMCO INVESTORS, INC. ET AL also filed stake reports on 45 other companies: NATHANS FAMOUS, INC. (Oct 2026), BEASLEY BROADCAST GROUP INC (Oct 2026), TENNANT CO (Sep 2026)
- BlackRock, Inc. also filed stake reports on 1596 other companies: AvePoint, Inc. (Nov 2026), BIOMARIN PHARMACEUTICAL INC (Nov 2026), MSG RANGERS CORP (Nov 2026)
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What the Full Report on Westwood Holdings Group Inc covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
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The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| BlackRock, Inc. | 567,613 | 0 | 579,523 | 0 | SCHEDULE 13G/A, 2026-10-27 |
| Gamco Investors, Inc. Et Al | 443,800 | 0 | 443,800 | 0 | SCHEDULE 13D/A, 2026-11-09 |
| Gabelli Funds LLC | 102,905 | 0 | 102,905 | 0 | SCHEDULE 13D/A, 2026-11-09 |
| GAMCO Asset Management Inc. | 4,330 | 0 | 4,330 | 0 | SCHEDULE 13D/A, 2026-11-09 |
| Gabelli Foundation, Inc. | 8,000 | 0 | 8,000 | 0 | SCHEDULE 13D/A, 2026-11-09 |
| Ggcp, Inc. | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-11-09 |
| Associated Capital Group, Inc. | 186,690 | 0 | 186,690 | 0 | SCHEDULE 13D/A, 2026-11-09 |
| Gabelli Mario J | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-11-09 |
The latest filing identifies Westwood Holdings Group Inc by CUSIP 961765104 and gives its principal executive office as 200 CRESCENT COURT, DALLAS, TX 75201 (SCHEDULE 13D/A, 2026-11-09).
Source of funds (Item 3)
The Reporting Persons used an aggregate of approximately $1,763,433 to purchase the additional Securities reported as beneficially owned in Item 5 since the most recent filing on Schedule 13D. GAMCO and Gabelli Funds used approximately $1,025 and $111,817, respectively, of funds that were provided through the accounts of certain of their investment advisory clients (and, in the case of some of such accounts at GAMCO, may be through borrowings from client margin accounts) in order to purchase the additional Securities for such clients.Gamco Investors, Inc. Et Al, SCHEDULE 13D/A, 2026-11-09
Purpose of Transaction (Item 4)
Gamco Investors, Inc. Et Al
The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act.Item 4 of the SCHEDULE 13D/A filed 2026-11-09
Settian Capital LP
The Reporting Persons purchased the shares of Common Stock based on their belief that at current market prices, the shares represent an attractive investment opportunity. Depending upon their assessment of the Issuer's businesses and prospects, overall market conditions, other investment opportunities, and the availability of Common Stock at desirable prices, the Reporting Persons may from time to time purchase additional shares of Common Stock. The Reporting Persons may also dispose of their shares of Common Stock, in whole or in part, from time to time. The Reporting Persons may attempt to communicate with the Issuer's management and suggest actions that the Reporting Persons believe will enhance shareholder value. These suggestions may include operational and/or strategic proposals. Among other matters that the Reporting Persons may consider or propose are the following: (i) extraordinary transactions involving the Issuer or its subsidiaries, which could include, among others, corporate acquisitions, whether by means of a merger transaction or sale of assets, divestitures, a take private transaction or joint ventures with others industry participants; (ii) changes in senior management; (iii) changes in the composition of the Company's board of directors; (iv) an offering of equity or debt securities; (v) changes to the Company's dividend policy; (vi) operational changes to promote efficiencies, which may include use of AI technology, internal cost reductions, and …The first part of Item 4 of the SCHEDULE 13D filed 2025-08-04; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-14 | Gamco Investors, Inc. Et Al | 4.7% | SCHEDULE 13D/A |
| 2025-08-04 | Settian Capital LP | 5% | SCHEDULE 13D |
| 2025-10-17 | BlackRock, Inc. | 5.1% | SCHEDULE 13G |
| 2026-01-15 | DePrince, Race & Zollo, Inc. | 0% | SCHEDULE 13G/A |
| 2026-08-12 | Gamco Investors, Inc. Et Al | 4.7% | SCHEDULE 13D/A |
| 2026-10-27 | BlackRock, Inc. | 6.1% | SCHEDULE 13G/A |
| 2026-11-09 | Gamco Investors, Inc. Et Al | 4.7% | SCHEDULE 13D/A |
Questions about who owns Westwood Holdings Group Inc
Who owns Westwood Holdings Group Inc?
On this page, 2 holders' latest ownership filings report 5% or more of Westwood Holdings Group Inc: BlackRock, Inc. (6.1%, Schedule 13G/A, filed 2026-10-27) and Settian Capital LP (5%, Schedule 13D, filed 2025-08-04).
Who are the largest shareholders of Westwood Holdings Group Inc?
By the share each holder's latest filing reports, the largest holders of Westwood Holdings Group Inc on this page are BlackRock, Inc. (6.1%) and Settian Capital LP (5%).
When did BlackRock, Inc. buy into Westwood Holdings Group Inc?
The filings give report dates, not purchase dates. The earliest filing from BlackRock, Inc. on this page is the Schedule 13G, filed 2025-10-17, reporting 5.1%; its latest, Schedule 13G/A filed 2026-10-27, reports 6.1%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 7 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.