13F-HR/A: Westwood Holdings Amends Q2 2025 Portfolio Disclosure

Westwood Holdings Group Inc. filed an amended 13F report, restating its investment holdings totaling $13.89 billion across 479 entries as of June 30, 2025.

Summary

• Westwood Holdings Group Inc. submitted an amended Form 13F-HR/A, identified as Amendment Number 2, which is a restatement of its previous filing.
• The report details the institutional investment holdings for the calendar quarter ended June 30, 2025.
• The total market value of the reported holdings is $13,894,027,904.
• The filing includes 479 distinct holdings entries.
• Four other 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 routine regulatory disclosure of investment holdings and does not contain information that inherently conveys positive or negative sentiment regarding the reporting entity's operational performance or future prospects. It is a factual restatement of a portfolio snapshot.

Positives

• The substantial total portfolio value of $13.89 billion indicates significant assets under management by Westwood Holdings Group Inc. and its included managers.
• A diverse portfolio with 479 distinct holdings entries suggests broad market exposure and potential risk diversification.

Future Outlook

NA

Industry Context

This filing provides a snapshot of Westwood Holdings Group Inc.'s equity investment positions, reflecting its portfolio strategy and asset allocation within the broader financial services and asset management industry. It is a standard regulatory disclosure for institutional investment managers with over $100 million in assets under management.

Stakeholder Impact

• Shareholders of Westwood Holdings Group Inc. gain transparency into the firm's investment strategies and the composition of its managed portfolios.
• Prospective investors can evaluate the firm's investment approach and asset allocation decisions.

Key Dates

Keywords

Westwood Holdings Group, 13F-HR/A, Institutional Holdings, Investment Portfolio, Asset Management, SEC Filing, Equity Holdings, Q2 2025