Westwood Holdings Group Inc

Investment Portfolio & 13F Holdings Analysis

About

WESTWOOD HOLDINGS GROUP INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 463 holdings worth $13.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 463
Total Value: 13247934681
Accession Number: 0001085146-25-002893
Form Type: 13F-HR
CIK: 0001165002
Manager Name: Westwood Holdings Group Inc

Data Enrichment

83% identified

385 identified78 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

463 positions • $13,247,934.681K total value

463 positions

Manager:

SEC FilingSEC DataHachi Filing

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Energy Transfer LP

ET|29273V100

16787080(+2.8%)

Value:

$312.1B(-2.5%)

WILLIAMS COMPANIES, INC.

WMB|969457100

4069702(-3.2%)

Value:

$243.2B(+6.8%)

ONEOK INC /NEW/

OKE|682680103

2380253(+33.3%)

Value:

$236.2B(+31.8%)

Targa Resources Corp.

TRGP|87612G101

1094066(+6.1%)

Value:

$219.3B(+19.1%)

MICROSOFT CORP

MSFT|594918104

560248(+9.1%)

Value:

$210.3B(-2.8%)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

5754839(-1.3%)

Value:

$196.5B(+7.5%)

Cheniere Energy, Inc.

LNG|16411R208

816544(+2.8%)

Value:

$188.9B(+10.7%)

KINDER MORGAN, INC.

KMI|49456B101

6442093(+14.1%)

Value:

$183.8B(+18.8%)

JPMORGAN CHASE & CO

JPM|46625H100

740491(-16.1%)

Value:

$181.6B(-14.2%)

921943858

VEA|921943858

3160748(+6.8%)

Value:

$160.7B(+13.5%)

ABBOTT LABORATORIES

ABT|002824100

1185038(-15.2%)

Value:

$157.2B(-0.5%)

BOISE CASCADE Co

BCC|09739D100

1499305(+25.7%)

Value:

$147.1B(+3.7%)

UNITEDHEALTH GROUP INC

UNH|91324P102

280364(-3.9%)

Value:

$146.8B(-0.5%)

JOHNSON & JOHNSON

JNJ|478160104

859640(+65.4%)

Value:

$142.6B(+89.7%)

UNION PACIFIC CORP

UNP|907818108

592152(-1.4%)

Value:

$139.9B(+2.1%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

240289(+48.2%)

Value:

$128.0B(+74.1%)

T-Mobile US, Inc.

TMUS|872590104

462537(-13.6%)

Value:

$123.4B(+4.4%)

MPLX LP

MPLX|55336V100

2172820(-4.7%)

Value:

$116.3B(+6.6%)

DOMINOS PIZZA INC

DPZ|25754A201

252425(-7.9%)

Value:

$116.0B(+0.8%)

WEC ENERGY GROUP, INC.

WEC|92939U106

1050446(-9.6%)

Value:

$114.5B(+4.7%)

Instrument	Shares		Other Manager	Value
Energy Transfer Lp(ETcusip29273V100)	16.8M	QoQ +2.79% (-455.9K) YoY +5.34% (+851.3K)	All Managers (Combined)	$312.1M	QoQ -2.45% (-$7.9M) YoY +124395.57% (+$311.8M)
Williams Companies, Inc.(WMBcusip969457100)	4.1M	QoQ -3.22% (-135.7K) YoY +4.32% (+168.8K)	All Managers (Combined)	$243.2M	QoQ +6.85% (-$15.6M) YoY +159885.65% (+$243.1M)
Oneok Inc /New/(OKEcusip682680103)	2.4M	QoQ +33.33% (+595.1K) YoY +13.25% (+278.5K)	All Managers (Combined)	$236.2M	QoQ +31.76% (+$56.9M) YoY +140061.96% (+$236.0M)
Targa Resources Corp.(TRGPcusip87612G101)	1.1M	QoQ +6.06% (+62.5K) YoY -10.37% (-126.7K)	All Managers (Combined)	$219.3M	QoQ +19.11% (+$35.2M) YoY +160326.73% (-$219.2M)
Microsoft Corp(MSFTcusip594918104)	560.2K	QoQ +9.13% (-46.9K) YoY +3.56% (+19.3K)	All Managers (Combined)	$210.3M	QoQ -2.80% (-$6.1M) YoY +92305.62% (+$210.1M)
Enterprise Products Partners L.P.(EPDcusip293792107)	5.8M	QoQ -1.29% (-75.2K) YoY +16.11% (+798.6K)	All Managers (Combined)	$196.5M	QoQ +7.45% (-$13.6M) YoY +135749.90% (+$196.3M)
Cheniere Energy, Inc.(LNGcusip16411R208)	816.5K	QoQ +2.81% (+22.4K) YoY -24.66% (-267.3K)	All Managers (Combined)	$188.9M	QoQ +10.72% (+$18.3M) YoY +107995.21% (-$188.8M)
Kinder Morgan, Inc.(KMIcusip49456B101)	6.4M	QoQ +14.06% (+794.4K) YoY +79.36% (+2.9M)	All Managers (Combined)	$183.8M	QoQ +18.76% (+$29.0M) YoY +278915.23% (+$183.7M)
Jpmorgan Chase & Co(JPMcusip46625H100)	740.5K	QoQ -16.12% (-142.4K) YoY -19.10% (-174.9K)	All Managers (Combined)	$181.6M	QoQ -14.16% (-$30.0M) YoY +98970.31% (-$181.5M)
(VEAcusip921943858)	3.2M	QoQ +6.80% (+201.3K) YoY +62.19% (+1.2M)	All Managers (Combined)	$160.7M	QoQ +13.52% (+$19.1M) YoY +164233.67% (+$160.6M)
Abbott Laboratories(ABTcusip002824100)	1.2M	QoQ -15.19% (-212.3K) YoY -2.29% (-27.8K)	All Managers (Combined)	$157.2M	QoQ -0.54% (-$857.8K) YoY +113934.40% (-$157.1M)
Boise Cascade Co(BCCcusip09739D100)	1.5M	QoQ +25.71% (+306.7K) YoY +178.60% (+961.1K)	All Managers (Combined)	$147.1M	QoQ +3.74% (+$5.3M) YoY +178082.90% (+$147.0M)
Unitedhealth Group Inc(UNHcusip91324P102)	280.4K	QoQ -3.85% (-11.3K) YoY +23.87% (+54.0K)	All Managers (Combined)	$146.8M	QoQ -0.45% (-$675.2K) YoY +131049.87% (+$146.7M)
Johnson & Johnson(JNJcusip478160104)	859.6K	QoQ +65.39% (+339.9K) YoY -9.03% (-85.3K)	All Managers (Combined)	$142.6M	QoQ +89.66% (+$67.4M) YoY +95267.95% (-$142.4M)
Union Pacific Corp(UNPcusip907818108)	592.2K	QoQ -1.39% (-8.4K) YoY +41.83% (+174.7K)	All Managers (Combined)	$139.9M	QoQ +2.15% (-$2.9M) YoY +136146.74% (+$139.8M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	240.3K	QoQ +48.20% (+78.2K) YoY +34.35% (+61.4K)	All Managers (Combined)	$128.0M	QoQ +74.13% (+$54.5M) YoY +170058.91% (+$127.9M)
T-Mobile Us, Inc.(TMUScusip872590104)	462.5K	QoQ -13.61% (-72.9K) YoY +298.83% (+346.6K)	All Managers (Combined)	$123.4M	QoQ +4.37% (-$5.2M) YoY +651615.58% (+$123.3M)
Mplx Lp(MPLXcusip55336V100)	2.2M	QoQ -4.66% (-106.3K) YoY +10.06% (+198.7K)	All Managers (Combined)	$116.3M	QoQ +6.61% (-$7.2M) YoY +141636.74% (+$116.2M)
Dominos Pizza Inc(DPZcusip25754A201)	252.4K	QoQ -7.86% (-21.6K) YoY +17.90% (+38.3K)	All Managers (Combined)	$116.0M	QoQ +0.84% (-$970.4K) YoY +108920.09% (+$115.9M)
Wec Energy Group, Inc.(WECcusip92939U106)	1.1M	QoQ -9.62% (-111.8K) YoY -20.46% (-270.3K)	All Managers (Combined)	$114.5M	QoQ +4.73% (-$5.2M) YoY +105450.17% (-$114.4M)