Business Context and Reporting Period
This filing is a Form 13F-HR submitted by WESTWOOD HOLDINGS GROUP INC, an institutional investment manager based in Dallas, TX. The report covers the quarter ended March 31, 2026, and was signed on May 15, 2026, by John A. Ehinger, Chief Compliance Officer. The report includes holdings for the primary manager and 4 other included managers.
Key Financial Metrics
As a Form 13F filing, this document reports portfolio holdings rather than the operating financials (revenue, profit, cash flow) of the manager itself. Key portfolio metrics include:
- Total Portfolio Value: $13,729,574,599
- Total Number of Holdings: 461 entries
- Number of Included Managers: 4 (Westwood Management Corp, Westwood Trust, Westwood Advisors, L.L.C., and Broadmark Asset Management LLC)
The filing does not provide data on the manager's revenue, profit margins, debt, or liquidity.
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2025) or detail specific material changes in holdings, positions, or portfolio value versus the previous quarter.
Guidance, Outlook, and Risks
This document is a regulatory disclosure of equity holdings and does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the manager's future performance or strategy.
Important Facts for Investors to Verify
- Verify the total portfolio value of approximately $13.73 billion against the specific holdings listed in the full schedule (not included in this summary text).
- Confirm the scope of the report includes the four additional managers listed: Westwood Management Corp, Westwood Trust, Westwood Advisors, L.L.C., and Broadmark Asset Management LLC.
- Note that this filing reflects positions as of March 31, 2026, and does not disclose short positions or non-equity assets.