SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: WESTWOOD HOLDINGS GROUP INC
Reporting Period: Quarter ended March 31, 2022
Filing Date: May 12, 2022
Role: Institutional Investment Manager reporting equity holdings.
Scope: This report includes holdings for the primary manager and 3 other included managers (Westwood Management Corp, Westwood Trust, Westwood Advisors, L.L.C.).
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: $10,830,609,000 (approx. $10.83 billion)
- Total Number of Holdings (Entries): 452
- Number of Included Managers: 3
Material Changes
The filing text provided is a summary cover page and does not contain a comparative table of holdings versus the prior period. Therefore, specific material changes in individual positions or total portfolio value compared to the previous quarter cannot be determined from this document alone.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, or risk factors regarding the manager's operations. It strictly lists securities held at the end of the reporting period. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy.
Investor Verification Checklist
- Verify the total portfolio value of $10.83 billion against the manager's latest 10-K or 10-Q for consistency.
- Confirm the specific holdings and transaction activity (buy/sell) by reviewing the full Schedule 13F-HR data tables, which are not included in this summary text.
- Check the filings of the 3 included managers (Westwood Management Corp, Westwood Trust, Westwood Advisors) to ensure no overlapping or conflicting reporting.
- Validate the signatory authority of Murray Forbes III as Chief Financial Officer.