SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: WESTWOOD HOLDINGS GROUP INC
Reporting Period: Quarter ended June 30, 2026
Filing Date: August 14, 2026
Location: Dallas, TX
Report Type: 13F Holdings Report (includes 4 other managers)
Key Financial Metrics
Note: Form 13F filings disclose equity holdings and do not report the manager's internal revenue, profit, cash flow, or debt.
- Total Value of Reported Holdings: $13,272,135,057
- Total Number of Holdings (Entries): 626
- Number of Other Included Managers: 4
Material Changes
The filing text does not provide comparative data against the prior period (e.g., March 31, 2026) to determine material changes in holdings or value. This document serves as a snapshot of holdings as of the reporting date.
Guidance, Outlook, and Risks
Management Commentary: None provided in this filing type.
Guidance/Outlook: Not applicable for Form 13F.
Risks/Contingencies: The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total aggregate value of $13.27 billion against the sum of individual security positions in the full schedule.
- Confirm the identities of the 4 other included managers (Westwood Management Corp, Westwood Trust, Westwood Advisors, L.L.C., and Broadmark Asset Management LLC) to ensure no double-counting of assets.
- Review the full schedule of 626 entries to identify top 10 holdings and sector concentration.
- Check for any amendments filed after August 14, 2026, that may update these positions.