13F-HR/A: Westwood Holdings Amends Q2 2025 Portfolio Disclosure
Amendment to Quarterly Holdings Report
Westwood Holdings Group Inc. filed an amended 13F-HR report, restating its Q2 2025 equity holdings totaling over $13.4 billion across 457 positions.
Summary
- An amended Form 13F-HR filing was submitted for the quarter ended June 30, 2025.
- The amendment, identified as Amendment Number 1, is a restatement of previously filed information.
- Westwood Holdings Group Inc. is the institutional investment manager filing this report.
- The total value of the holdings reported in the Form 13F Information Table is $13,469,395,649.
- The report details 457 distinct holdings entries.
- Four other institutional investment managers are included in this report: Westwood Management Corp /TX, Westwood Trust, Westwood Advisors, L.L.C., and Broadmark Asset Management LLC.
Sentiment
Score: 5
Explanation: The filing is a standard regulatory disclosure of historical holdings, providing factual information without inherent positive or negative sentiment regarding the reporting entity's performance.
Positives
- NA
Negatives
- NA
Risks
- NA
Future Outlook
NA
Industry Context
This filing provides a snapshot of Westwood Holdings Group Inc.'s equity investment strategy and portfolio allocation as of Q2 2025, reflecting its positions in various publicly traded companies and ETFs. It offers insight into the manager's investment preferences and the scale of its managed assets within the broader institutional investment landscape.
Comparison to Industry Standards
- NA
Stakeholder Impact
- This filing primarily impacts shareholders and potential investors of Westwood Holdings Group Inc. by providing transparency into the firm's investment decisions and the composition of its managed equity portfolios.
- It also offers insights to other market participants and analysts interested in institutional investment trends.
Next Steps
- NA
Key Dates
| Date | Description |
|---|---|
| 06-30-2025 | Calendar year or quarter ended for the report. |
| 08-15-2025 | Date of signing and filing of the amended report. |
Keywords
Westwood Holdings Group, 13F-HR, SEC filing, institutional investment, equity holdings, portfolio disclosure, asset management, Q2 2025
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.