Monitor for any future conversion of this 13G to a 13D, which would signal a shift from passive to active investment intent. For now, the filing is a routine update with no immediate trading implications.
Price Chart
Executive Summary
BlackRock Inc. filed an amendment to its Schedule 13G for Westwood Holdings Group Inc., disclosing beneficial ownership of 579,523 shares (6.1% of common stock) as of September 30, 2026. This is a routine passive stake update by a large asset manager, with no change in investment intent or activist posture indicated.
Key Financial Metrics
Key Facts
- BlackRock Inc. reported beneficial ownership of 579,523 shares of Westwood Holdings Group Inc. common stock.
- The stake represents 6.1% of the outstanding shares as of September 30, 2026.
- The filing is an amendment to a prior Schedule 13G, indicating a passive investment intent under Rule 13d-1(b).
- BlackRock disclaims beneficial ownership of shares held by certain business units per SEC Release No. 34-39538.
- No single person's interest in the common stock exceeds 5% of the total outstanding shares.
Financial Impact
BlackRock holds 579,523 shares, representing 6.1% of Westwood Holdings Group Inc. Based on a $180M market cap, the stake value is approximately $11M.
Risk Factors
- No material risks identified from this filing; it is a routine passive stake disclosure.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002012383-26-003947 |
| Document: Item_7.txt | 0002012383-26-003947 |
| Document: 0002012383-26-003947-index-headers.html | 0002012383-26-003947 |
| Document: 0002012383-26-003947-index.html | 0002012383-26-003947 |
| Document: 0002012383-26-003947.txt | 0002012383-26-003947 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 4d ago | SC 13G/A | $18.85 | awaiting T+20 | awaiting T+20 | $18.84 (−0.05%) |
Oct 22, 2026 10d ago | Press Release | $18.90 | awaiting T+20 | awaiting T+20 | $18.84 (−0.32%) |
Aug 14, 2026 11w ago | 13F-HR | $19.41 $18.77 | ▼ −3.30% | ▼ −1.32% | $18.84 (−2.94%) |
Jun 3, 2026 21w ago | Press Release | $16.54 $19.98 | ▲ +20.80% | ▲ +21.80% | $18.84 (+13.91%) |
Apr 16, 2026 28w ago | Press Release | $16.30 $16.15 | ▼ −0.92% | ▼ −6.74% | $18.84 (+15.58%) |
Apr 8, 2026 29w ago | Press Release | $16.38 $16.17 | ▼ −1.28% | ▼ −9.83% | $18.84 (+15.02%) |
Feb 23, 2026 35w ago | Insider Cluster | $16.08 $16.11 | ▲ +0.19% | ▲ +4.14% | $18.84 (+17.17%) |
Feb 23, 2026 35w ago | Insider Cluster | $16.08 $16.11 | ▲ +0.19% | ▲ +4.14% | $18.84 (+17.17%) |
Feb 23, 2026 35w ago | Insider Cluster | $16.08 $16.11 | ▲ +0.19% | ▲ +4.14% | $18.84 (+17.17%) |
US Market Status
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