SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: WESTWOOD HOLDINGS GROUP INC
Reporting Period: Quarter ended December 31, 2025
Filing Date: February 17, 2026
Location: Dallas, TX
Report Type: 13F Holdings Report (includes 4 other included managers)
Key Financial Metrics
Note: As a Form 13F filing, this document reports equity holdings and does not contain the reporting manager's internal financial statements (revenue, profit, cash flow, or debt).
- Total Value of Reported Holdings: $12,299,552,284
- Total Number of Holdings Entries: 482
- Number of Other Included Managers: 4
Material Changes and Portfolio Composition
The filing aggregates holdings for Westwood Holdings Group Inc and four other associated managers. The filing text does not provide a comparative table against the prior quarter to quantify material changes in specific positions or total portfolio value.
Other Included Managers:
- Westwood Management Corp /TX (CIK: 0000949471)
- Westwood Trust (CIK: 0001607760)
- Westwood Advisors, L.L.C. (CIK: 0001297254)
- Broadmark Asset Management LLC (CIK: 0001095952)
Guidance, Outlook, and Risks
The filing text does not contain management commentary, forward-looking guidance, risk factors, or contingencies. Form 13F filings are strictly regulatory disclosures of long-only equity positions and do not include narrative outlooks.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $12.3 billion against the firm's latest 10-K or 10-Q for context on assets under management.
- Confirm the specific equity positions within the 482 reported entries to understand sector concentration.
- Note that this report covers four distinct management entities under the Westwood umbrella.
- Check for any subsequent amendments filed after February 17, 2026, as 13F filings are subject to correction.