Q3 2014 13F Holders as of 9/30/2014
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Type / Class
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Equity / Common Stock
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Shares outstanding
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9.41M
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Number of holders
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78
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Total 13F shares, excl. options
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5.35M
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Shares change
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+63.4K
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Total reported value, excl. options
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$304M
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Value change
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+$3.56M
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Number of buys
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39
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Number of sells
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-30
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Price
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$56.69
Significant Holders of WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG) as of Q3 2014
82 filings reported holding WHG - WESTWOOD HOLDINGS GROUP INC - Common Stock as of Q3 2014.
WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG) has 78 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.35M shares
of 9.41M outstanding shares and own 56.9% of the company stock.
Largest 10 shareholders include ROYCE & ASSOCIATES LLC (787K shares), GAMCO INVESTORS, INC. ET AL (644K shares), Conestoga Capital Advisors, LLC (560K shares), WELLINGTON MANAGEMENT CO LLP (400K shares), THIRD AVENUE MANAGEMENT LLC (316K shares), VANGUARD GROUP INC (263K shares), BlackRock Institutional Trust Company, N.A. (263K shares), WELLS FARGO & COMPANY/MN (250K shares), Zuckerman Investment Group, LLC (183K shares), and DIMENSIONAL FUND ADVISORS LP (182K shares).
This table shows the top 78 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.