13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001165002
Total reported value
$13.3B
$13.3B
489 檔
9.3%
At the close of Q3 2025, Westwood Holdings Group Inc disclosed equity holdings valued at approximately $13.3B, spread across 489 reported holdings.
In Q3 2025, Westwood Holdings Group Inc adopted a defensive or profit-taking posture, trimming 94 positions and completely liquidating 22 holdings to manage risk exposure.
Showing top 200 holdings (of 489 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ET | Energy Transfer LP | Stock-Energy | 2.07% | +0.03% | +1.48% | |
| 2 | WMB | Williams Cos Inc | Stock-Energy | 1.87% | +0.27% | +0.78% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.85% | +0.34% | +9.37% | |
| 4 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.70% | -0.04% | +18.96% | |
| 5 | LNG | Cheniere Energy Inc | Stock-Energy | 1.35% | +0.05% | -0.10% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | — | -23.34% | |
| 7 | EPD | Enterprise Products Partners | Stock-Energy | 1.25% | +0.13% | -1.04% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | -0.02% | +14.38% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | -0.08% | -10.53% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.08% | +0.21% | +117.18% | |
| 11 | TRGP | Targa Resources CORP | Stock-Energy | 0.99% | +0.15% | -12.99% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | -0.11% | -37.66% | |
| 13 | OKE | Oneok Inc | Stock-Energy | 0.92% | -0.01% | -9.24% | |
| 14 | SSB | Southstate Bank CORP | Stock-Financials | 0.90% | -0.21% | — | |
| 15 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.90% | -0.05% | +126.51% | |
| 16 | DTM | Dt Midstream Inc | Stock-Energy | 0.90% | +0.10% | +2.11% | |
| 17 | ENB | Enbridge Inc | Stock-Energy | 0.88% | -0.12% | +6.46% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.25% | -10.57% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 0.84% | -0.26% | -17.55% | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 0.84% | -0.04% | -13.74% | |
| 21 | TRP | Tc Energy CORP | Stock-Energy | 0.81% | +0.01% | +3.46% | |
| 22 | VRRM | Verra Mobility CORP | Stock-Other | 0.80% | -0.43% | +0.28% | |
| 23 | MPLX | Mplx LP | Stock-Energy | 0.80% | -0.03% | +1.49% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.10% | +3698.62% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.25% | +231.58% | |
| 26 | AIR | Aar CORP | Stock-Industrials | 0.76% | +0.08% | -23.39% | |
| 27 | AVA | Avista CORP | Stock-Utilities | 0.76% | -0.13% | +32.95% | |
| 28 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.76% | -0.13% | — | |
| 29 | PCH | Potlatchdeltic CORP | Stock-Other | 0.75% | — | -7.54% | |
| 30 | HUBB | Hubbell Inc | Stock-Industrials | 0.74% | -0.09% | -17.95% | |
| 31 | CDP | Copt Defense Properties | Stock-Other | 0.74% | +0.06% | -1.31% | |
| 32 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.73% | -0.17% | -9.78% | |
| 33 | 62C | Piper Sandler Cos | Stock-Other | 0.70% | — | -18.02% | |
| 34 | IPAR | Interparfums Inc | Stock-Other | 0.69% | +0.08% | +25.91% | |
| 35 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 0.68% | -0.13% | -9.15% | |
| 36 | BLBD | Blue Bird CORP | Stock-Other | 0.68% | +0.06% | -25.74% | |
| 37 | SXT | Sensient Technologies CORP | Stock-Materials | 0.67% | +0.08% | +8.28% | |
| 38 | MOG-A | Moog Inc-class A | Stock-Other | 0.67% | -0.11% | EXIT | |
| 39 | EXP | Eagle Materials Inc | Stock-Materials | 0.67% | -0.11% | +277.56% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.65% | -0.03% | -13.62% | |
| 41 | SM | Sm Energy Co | Stock-Energy | 0.65% | — | -2.52% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.64% | -0.35% | -9.03% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.25% | -9.18% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.63% | -0.13% | -13.81% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.56% | -7.93% | |
| 46 | BCC | Boise Cascade Co | Stock-Materials | 0.61% | — | -32.30% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.59% | -0.21% | +5.69% | |
| 48 | BLD | Topbuild CORP | Stock-Industrials | 0.57% | — | -31.99% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.57% | -0.15% | +79.10% | |
| 50 | ECG | Everus Construction Group | Stock-Industrials | 0.56% | -0.13% | -23.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.8% | +3698.62% | Add |
| 2 | AAPL | Apple Inc | +0.7% | +117.18% | Add |
| 3 | HD | Home Depot Inc | +0.6% | +231.58% | Add |
| 4 | EXP | Eagle Materials Inc | +0.5% | +277.56% | Add |
| 5 | CFR | Cullen/frost Bankers Inc | +0.5% | +126.51% | Add |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.5% | +6332.74% | Add |
| 7 | MCD | Mcdonald's CORP | +0.5% | +9096.35% | Add |
| 8 | ATMU | Atmus Filtration Technologie | +0.4% | +388.63% | Add |
| 9 | WMS | Advanced Drainage Systems In | +0.3% | +104.85% | Add |
| 10 | HAYW | Hayward Holdings Inc | +0.3% | +79.03% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +9.37% | Add |
| 12 | MCK | Mckesson CORP | +0.2% | +73.24% | Add |
| 13 | DE | Deere & Co | +0.2% | +79.10% | Add |
| 14 | KMI | Kinder Morgan, Inc. | +0.2% | +18.96% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | -10.53% | Trim |
| 16 | AVA | Avista CORP | +0.2% | +32.95% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +53.37% | Add |
| 18 | VECO | Veeco Instruments Inc | +0.2% | -7.44% | Trim |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +87.08% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | +14.38% | Add |
| 21 | ENB | Enbridge Inc | +0.1% | +6.46% | Add |
| 22 | AVGO | Broadcom Inc | +0.1% | +102.33% | Add |
| 23 | TRP | Tc Energy CORP | +0.1% | +3.46% | Add |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | -5.83% | Trim |
| 25 | TSLA | Tesla Inc | +0.1% | +524.04% | Add |
| 26 | ALC | Alcon Inc. | +0.1% | +374.04% | Add |
| 27 | MPWR | Monolithic Power Systems Inc | +0.1% | +87.68% | Add |
| 28 | LHX | L3harris Technologies Inc | +0.1% | +721.27% | Add |
| 29 | PWP | Perella Weinberg Partners | +0.1% | +22.73% | Add |
| 30 | CDW | Cdw Corp/de | +0.1% | +332.47% | Add |
| 31 | JNJ | Johnson & Johnson | +0.1% | -10.57% | Trim |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +9.61% | Add |
| 33 | NOC | Northrop Grumman CORP | +0.1% | +2197.54% | Add |
| 34 | KTOS | Kratos Defense & Security | +0.1% | -32.67% | Trim |
| 35 | MCY | Mercury General CORP | +0.1% | -5.88% | Trim |
| 36 | TKR | Timken Co | +0.1% | +27.07% | Add |
| 37 | POOL | Pool CORP | +0.1% | +339.80% | Add |
| 38 | MOD | Modine Manufacturing Co | +0.1% | -11.98% | Trim |
| 39 | AM | Antero Midstream CORP | 0% | +13.11% | Add |
| 40 | IWD | Ishares Russell 1000 Value E | 0% | +34.60% | Add |
| 41 | MOG-A | Moog Inc-class A | 0% | -6.67% | Trim |
| 42 | DTM | Dt Midstream Inc | 0% | +2.11% | Add |
| 43 | NVDA | Nvidia CORP | 0% | -6.70% | Trim |
| 44 | REXR | Rexford Industrial Realty In | 0% | +6.88% | Add |
| 45 | B | Barrick Mining CORP | 0% | -25.01% | Trim |
| 46 | ORLY | O'reilly Automotive Inc | 0% | -11.22% | Trim |
| 47 | BJ | Bj's Wholesale Club Holdings | 0% | +39.12% | Add |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 0% | -7.56% | Trim |
| 49 | IBM | Intl Business Machines CORP | 0% | +22.49% | Add |
| 50 | HWKN | Hawkins Inc | 0% | -17.16% | Trim |
According to official SEC Form 13F filings, Westwood Holdings Group Inc reported a total U.S. public equity portfolio value of $13.3B across 489 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ET, WMB, VEA) accounted for 9.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
SSB
市值: $126.5M
Top Position Liquidated / Trimmed
GMS1EUR
前期市值: $71.8M
During Q3 2025, Westwood Holdings Group Inc's top holdings by market value included ET (2.1%)、WMB (1.9%)、VEA (1.9%). The largest single position, ET, represented 2.1% of total portfolio value.
In Q3 2025, Westwood Holdings Group Inc made 198 total portfolio adjustments, initiating 29 new buys, adding to 53 positions, trimming 94 holdings, and fully liquidating 22 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.