Institutional manager

WESTWOOD HOLDINGS GROUP INC

Holds positions in 172 of the S&P 500, worth $5.36bn as reported for the quarter ended 31-mar-2026.

Positions held172of 488 index companies covered

Reported value$5.36bnS&P 500 positions only

Top ten weight36%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 172 held. The rest are smaller than every one of these.

State Street CorporationSTT4.6m$407mFinancials Williams CompaniesWMB4.7m$342mEnergy Kinder MorganKMI7.8m$260mEnergy Alphabet Inc. (Class A)GOOGL551,476$158mCommunication Services Targa ResourcesTRGP602,242$151mEnergy OneokOKE1.5m$137mEnergy AmazonAMZN614,579$128mConsumer Discretionary Johnson & JohnsonJNJ486,249$119mHealth Care MicrosoftMSFT316,188$117mInformation Technology Apple Inc.AAPL454,229$115mInformation Technology JPMorgan ChaseJPM353,968$104mFinancials ExxonMobilXOM577,617$98mEnergy Chevron CorporationCVX428,422$89mEnergy Packaging Corporation of AmericaPKG415,851$88mMaterials Hubbell IncorporatedHUBB178,161$87mIndustrials Home Depot (The)HD264,138$87mConsumer Discretionary WEC Energy GroupWEC739,190$86mUtilities Motorola SolutionsMSI184,972$80mInformation Technology NextEra EnergyNEE829,101$77mUtilities Deere & CompanyDE135,700$76mIndustrials Texas InstrumentsTXN381,422$74mInformation Technology Berkshire HathawayBRK.B146,696$74mFinancials Merck & Co.MRK608,628$73mHealth Care PrologisPLD518,086$68mReal Estate CSX CorporationCSX1.7m$68mIndustrials Qnity ElectronicsQ590,116$68mInformation Technology General DynamicsGD197,391$68mIndustrials Dell TechnologiesDELL384,075$63mInformation Technology T-Mobile USTMUS298,638$63mCommunication Services Thermo Fisher ScientificTMO126,656$62mHealth Care EntergyETR552,366$62mUtilities Wells FargoWFC763,057$61mFinancials PepsiCoPEP383,328$60mConsumer Staples Hershey Company (The)HSY280,906$58mConsumer Staples O'Reilly AutomotiveORLY589,886$54mConsumer Discretionary Progressive CorporationPGR271,423$54mFinancials NvidiaNVDA305,691$53mInformation Technology Meta PlatformsMETA91,783$53mCommunication Services Intercontinental ExchangeICE329,553$52mFinancials Abbott LaboratoriesABT504,561$52mHealth Care MSCIMSCI92,614$50mFinancials WalmartWMT365,597$45mConsumer Staples Visa Inc.V150,069$45mFinancials Gilead SciencesGILD303,467$42mHealth Care Bank of AmericaBAC783,103$38mFinancials Arthur J. Gallagher & Co.AJG169,114$37mFinancials Goldman SachsGS41,223$35mFinancials KKR & Co.KKR349,477$32mFinancials McKesson CorporationMCK36,853$32mHealth Care IBMIBM131,168$32mInformation Technology McDonald'sMCD99,819$31mConsumer Discretionary Public StoragePSA113,085$31mReal Estate VeraltoVLTO346,182$31mIndustrials Marvell TechnologyMRVL302,239$30mInformation Technology J.B. HuntJBHT132,028$28mIndustrials Eaton CorporationETN75,197$27mIndustrials TJX CompaniesTJX156,847$25mConsumer Discretionary BroadcomAVGO80,733$25mInformation Technology NRG EnergyNRG170,562$25mUtilities Federal Realty Investment TrustFRT219,904$23mReal Estate

What this page is not

Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.