As of November 10, 2026, Westwood Holdings Group Inc. is a publicly traded company (NYSE: WHG). The largest holder reporting an active stake on Schedule 13D is Settian Capital LP, at 5%. No bankruptcy or receivership appears in its SEC Form 8-K filings. Passive holders reporting on Schedule 13G include BlackRock (6.1%) (Schedule 13D, August 4, 2025).
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Is Westwood Holdings Group Inc. a real, registered company?
- Westwood Holdings Group Inc files with the SEC under CIK 1165002 (its SEC filings).
- Its shares are listed under the ticker WHG on NYSE (SEC company record).
- Incorporated in Delaware; business address in Dallas, Texas, as its SEC filings state.
- Court and bankruptcy records: see Before you sign or pay below.
Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under WESTWOOD HOLDINGS GROUP INC in our court records and SEC 8-K records (as of 2026-11-10).
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names BlackRock (filed 2026-10-27).
Who are Westwood Holdings Group Inc.'s owners and officers?
Westwood Holdings Group Inc.: incorporated in Delaware; business address in Dallas, Texas; industry Investment Advice (Schedule 13D/A, 2026-11-09).
| Report | Holder | Share |
|---|---|---|
| Schedule 13D/A, 2026-11-09 | Gamco Investors, Inc. Et Al | 4.7% |
| Schedule 13G/A, 2026-10-27 | Blackrock, Inc. | 6.1% |
| Schedule 13D/A, 2026-08-12 | Gamco Investors, Inc. Et Al | 4.7% |
| Schedule 13G/A, 2026-01-15 | Deprince, Race & Zollo, Inc. | 0% |
| Schedule 13G, 2025-10-17 | Blackrock, Inc. | 5.1% |
| Schedule 13D, 2025-08-04 | Settian Capital LP | 5% |
| Schedule 13D/A, 2025-07-14 | Gamco Investors, Inc. Et Al | 4.7% |
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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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
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
13 cited sources found
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Which insiders own Westwood Holdings Group Inc. shares?
Directors, officers and holders of 10% or more report their shares on Forms 3, 4 and 5. Each line is the latest such report, largest holding first.
- , the chief executive and a director: 530,610 shares (5.6% of shares outstanding) (Form 4/A, 2026-03-16).
- Susan M. Byrne: 230,444 shares (2.4% of shares outstanding) (Form 4, 2026-07-07).
- , the chief information officer and multi-asset inv.: 162,751 shares (1.7% of shares outstanding) (Form 4/A, 2026-03-16).
- , the president and chief operating officer: 122,573 shares (1.3% of shares outstanding) (Form 4/A, 2026-03-16).
- , the head and u.s. value inv.: 77,900 shares (0.82% of shares outstanding) (Form 4/A, 2026-03-16).
Shares outstanding: 9,517,454 as of 2026-10-30, from the company's latest SEC cover page.
How much has Westwood Holdings Group Inc. raised?
No fundraising or offering filing from Westwood Holdings Group Inc. is on file with us.
Keep reading
More on Westwood Holdings Group Inc and the records around it.
Westwood Holdings Group Inc elsewhere on the record
- 5%+ stake filings Nov 2026
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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