BlackRock, Inc. filed an amended Schedule 13G with the SEC on October 27, 2026, disclosing beneficial ownership of 579,523 shares of Westwood Holdings Group Inc. common stock as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: BlackRock reported beneficial ownership of 579,523 shares of Westwood Holdings Group Inc. common stock.
  • Percent of class: The 579,523 shares represent 6.1% of the outstanding common shares, according to the filing.
  • Sole voting power: BlackRock disclosed sole power to vote or direct the vote of 567,613 shares.
  • Sole dispositive power: BlackRock reported sole power to dispose or direct the disposition of 579,523 shares.
  • Shared voting and dispositive power: Both shared voting power and shared dispositive power are reported as 0.
  • Event date: The date of the event requiring this filing is stated as September 30, 2026.
  • Reporting person type: BlackRock, Inc., incorporated in Delaware, is identified as a holding company (type "HC") in the filing.

BlackRock's Amended 13G Position in Westwood Holdings Group

BlackRock, Inc., headquartered at 50 Hudson Yards, New York, NY 10001, filed Amendment No. 1 to its Schedule 13G with the SEC on October 27, 2026, in connection with its holdings in Westwood Holdings Group Inc. (CUSIP: 961765104). The event triggering the filing occurred on September 30, 2026. Westwood Holdings Group Inc. is located at 200 Crescent Court, Suite 1200, Dallas, TX 75201, according to the filing.

According to the filing, BlackRock beneficially owns 579,523 shares of Westwood Holdings Group Inc. common stock in aggregate, representing 6.1% of the class. Of those shares, BlackRock holds sole voting power over 567,613 shares and sole dispositive power over the full 579,523 shares. No shared voting or shared dispositive power is reported. The filing notes that the disclosure reflects securities beneficially owned by certain business units of BlackRock, Inc. and its subsidiaries and affiliates, described collectively as the "Reporting Business Units," consistent with SEC Release No. 34-39538 dated January 12, 1998.

The filing states that "various persons have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of the common stock of WESTWOOD HOLDINGS GROUP INC," but adds that "no one person's interest in the common stock of WESTWOOD HOLDINGS GROUP INC is more than five percent of the total outstanding common shares." The filing was signed by Spencer Fleming, Managing Director of BlackRock, Inc., and includes a certification that the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

What Was Disclosed

BlackRock, Inc. filed an amended Schedule 13G disclosing beneficial ownership of 579,523 shares, or 6.1%, of Westwood Holdings Group Inc. common stock as of September 30, 2026, with sole voting power over 567,613 shares and sole dispositive power over all 579,523 shares.