Institutional manager

WESTWOOD HOLDINGS GROUP INC

Holds positions in 179 of the S&P 500, worth $5.74bn as reported for the quarter ended 31-mar-2026.

Positions held179of 488 index companies covered

Reported value$5.74bnS&P 500 positions only

Top ten weight35%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 179 held. The rest are smaller than every one of these.

Williams CompaniesWMB4.7m$342mEnergy Energy Transfer LPET17.0m$328m Kinder MorganKMI7.8m$260mEnergy ENTERPRISE PRODUCTS PARTNERS L.P.EPD5.5m$208m ENBRIDGE INCENB3.8m$203m 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 Honeywell TechnologiesHON160,022$36mIndustrials 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

What this page is not

Positions in the companies this site covers, 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.