Institutions / Westwood Holdings Group Inc
Westwood Holdings Group Inc
CIK 1165002 · Institution · as of Mar 31, 2026westwoodgroup.com ↗
Portfolio value
$13.73B
Positions
461
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$13.73B+11.6%Positions
461-4.4%Top holdings
Mar 31, 2026View all 461 →
| Company | Value | % of portfolio |
|---|---|---|
| Williams Cos Inc/The | $342.15M | 2.5% |
| Energy Transfer LPET | $327.80M | 2.4% |
| SPDR Series Trust | $321.46M | 2.3% |
| Vanguard Tax-Managed Fds | $310.24M | 2.3% |
| Kinder Morgan, Inc. | $260.06M | 1.9% |
| Cheniere Energy, Inc. | $212.74M | 1.5% |
| Enterprise Products Partners L.P.EPD | $207.97M | 1.5% |
| Enbridge Inc | $203.29M | 1.5% |
| Invesco Exchange Traded Fd T | $161.57M | 1.2% |
| Targa Resources Corp | $151.00M | 1.1% |
| DT Midstream, Inc. | $144.80M | 1.1% |
| ONEOK Inc | $137.03M | 1.0% |
| Tc Energy Corp | $134.15M | 1.0% |
| Amazon.com Inc | $128.00M | 0.9% |
| Mplx LPMPLX | $127.66M | 0.9% |
| Johnson & Johnson | $118.86M | 0.9% |
| Microsoft Corp | $117.04M | 0.9% |
| Apple Inc. | $115.28M | 0.8% |
| JPMORGAN CHASE & CO | $104.12M | 0.8% |
| Aar Corp | $103.84M | 0.8% |
| CULLEN/FROST Bankers, Inc. | $101.95M | 0.7% |
| Avista Corp | $101.88M | 0.7% |
| Sensient Technologies Corp | $101.80M | 0.7% |
| Alphabet Inc. | $99.34M | 0.7% |
| Copt Defense Properties | $99.32M | 0.7% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | ET Energy Transfer LP MLP | $321.58M | +16.7M +5171.97% | 16,984,384 2.39% of portfolio | high |
| Q1 2026 as of | Add | 78468R663 | $308.91M | +3.4M +2462.85% | 3,507,818 2.34% of portfolio | high |
| Q1 2026 as of | Add | EPD Enterprise Products Partners L.P. MLP | $203.12M | +5.4M +4185.37% | 5,496,068 1.51% of portfolio | high |
| Q1 2026 as of | Add | 46137V357 | $142.81M | +744K +761.31% | 841,866 1.18% of portfolio | high |
| Q1 2026 as of | Add | MPLX Mplx LP MLP | $125.25M | +2.2M +5211.05% | 2,236,856 0.93% of portfolio | high |
| Q1 2026 as of | Add | Aar Corp | $102.59M | +937K +8183.90% | 948,672 0.76% of portfolio | high |
| Q1 2026 as of | Exit | Piper Sandler Cos | $-92.42M | -272K -100.00% | — | high |
| Q1 2026 as of | New | Ipg Photonics Corp | $89.33M | +780K | 779,528 0.65% of portfolio | high |
| Q1 2026 as of | Trim | Moog Inc. | $-88.82M | -304K -85.10% | 53,136 0.11% of portfolio | high |
| Q1 2026 as of | Add | Western Midstream Partners LP | $86.45M | +2.1M +4867.74% | 2,142,933 0.64% of portfolio | high |