SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: WESTWOOD HOLDINGS GROUP INC
Reporting Period: Quarter ended September 30, 2025
Filing Date: November 14, 2025
Location: Dallas, TX
Report Type: 13F Holdings Report (includes 4 other included managers)
Key Financial Metrics
Note: Form 13F filings disclose equity holdings and do not report the manager's own operational financials (revenue, profit, cash flow, debt, or liquidity).
- Total Value of Reported Holdings: $14,011,271,232
- Total Number of Holdings Entries: 489
- Number of Other Included Managers: 4
Material Changes and Portfolio Composition
The filing text provided contains only the cover page and summary statistics. It does not include the detailed Schedule of Holdings required to analyze specific position changes, sector allocation, or material changes versus the prior comparable period.
Other Included Managers:
- WESTWOOD MANAGEMENT CORP /TX
- Westwood Trust
- Westwood Advisors, L.L.C.
- BROADMARK ASSET MANAGEMENT LLC
Guidance, Outlook, and Risks
The filing text does not provide management commentary, forward-looking guidance, risk factors, or contingencies. Form 13F is a regulatory disclosure of holdings and does not contain narrative sections regarding future outlook.
Investor Verification Checklist
- Verify the total reported value of $14.01 billion against the sum of individual holdings in the full Schedule of Holdings (not included in this text).
- Confirm the specific equity positions and any significant buy/sell activity by reviewing the detailed schedules associated with this filing.
- Review the filings of the four included managers (Westwood Management Corp, Westwood Trust, Westwood Advisors, and Broadmark Asset Management) to understand the full scope of the consolidated portfolio.
- Note that this filing reflects holdings as of September 30, 2025, and does not represent current market values as of the filing date (November 14, 2025).