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WESTWOOD HOLDINGS GROUP, INC.

Active

Registration No.
0800906044
Incorporation Date
2007-12-04
Company Type
Not disclosed
Address
DALLAS, United States
Website
www.westwoodgroup.com/
Source: Texas Secretary of State — SOSDirect

WESTWOOD HOLDINGS GROUP, INC. is a registered legal entity registered in United States under 0800906044, and its current status with Texas Secretary of State — SOSDirect is active. The company was incorporated on 4 December 2007 and lists its registered address as DALLAS, United States. 5 shareholders are on record for WESTWOOD HOLDINGS GROUP, INC., and since every one of them is a company rather than an individual, this particular filing does not on its own establish an ultimate beneficial owner (UBO) — identifying one would mean tracing the ownership of each shareholding company in turn. This profile is sourced directly from Texas Secretary of State — SOSDirect and was last updated on 25 September 2026.

Data Provenance
This record is sourced directly from official government registries, including Texas Secretary of State — SOSDirect.

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Shareholders

5

Shareholders of WESTWOOD HOLDINGS GROUP, INC.

Five shareholders are currently on record for WESTWOOD HOLDINGS GROUP, INC., reflecting the stock ledger maintained under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing. The largest of these is Allspring Global Investments Holdings, LLC, holding 11.6% — the largest recorded stake — followed by North Star Investment Management Corp at 7.2%; the remaining 3 shareholders shown hold smaller stakes. Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.

Shareholder Type Holding Source Document
Allspring Global Investments Holdings, LLC 11.6% Texas Secretary of State — SOSDirect
North Star Investment Management Corp 7.2% Texas Secretary of State — SOSDirect
iShares Trust-iShares Russell 2000 ETF 2.2% Texas Secretary of State — SOSDirect
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund 1.5% Texas Secretary of State — SOSDirect
iShares Trust-iShares Russell 2000 Value ETF 1.3% Texas Secretary of State — SOSDirect

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Full cap table, ownership percentages, and ultimate beneficial owners resolved down to the natural person.

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Officers

22

Directors and officers of WESTWOOD HOLDINGS GROUP, INC.

The Ceo & Director of WESTWOOD HOLDINGS GROUP, INC. currently on record is Brian O'connor Casey C.f.p.; 22 officers are currently on record for WESTWOOD HOLDINGS GROUP, INC., filed with Texas Secretary of State — SOSDirect. Management authority at WESTWOOD HOLDINGS GROUP, INC. sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control. The source filing doesn't specify representation authority — whether officers can act individually or must sign jointly to bind the company — so that detail isn't available here.

BO
Brian O'connor Casey C.f.p. ACTIVE

Residence
🇺🇸 United States
Occupation
Ceo & Director

BO
Brian O'connor Casey Cfp ACTIVE

Residence
🇺🇸 United States
Occupation
Ceo & Director

JS
Jonathan S. Dale ACTIVE

Residence
🇺🇸 United States
Occupation
Head Of Product Solutions & Director

KR
Kenneth R. Nostro ACTIVE

Residence
🇺🇸 United States
Occupation
Head Of Client Relations & Director

SM
Susan Montgomery Byrne ACTIVE

Residence
🇺🇸 United States
Occupation
Founder & Director Emerita

FT
Francis T. Mullen ACTIVE

Residence
🇺🇸 United States
Occupation
Senior Investment Manager & Director

TL
Todd L. Williams C.f.a. ACTIVE

Residence
🇺🇸 United States
Occupation
Senior Vp & Director Of Equity Research

MM
MELISSA MCMILLIAN ACTIVE

Residence
🇺🇸 United States
Occupation
Trustee

SB
SUSAN BYRNE ACTIVE

Residence
🇺🇸 United States
Occupation
Trustee

KM
KALLIE MYERS ACTIVE

Residence
🇺🇸 United States
Occupation
Trustee

PI
Prashant Inamdar C.f.a. ACTIVE

Residence
🇺🇸 United States
Occupation
Senior Vp, Portfolio Manager & Senior Research Analyst

PA
P. Adrian Helfert C.f.a. ACTIVE

Residence
🇺🇸 United States
Occupation
Chief Investment Officer Of Alternative & Multi-asset Investments

MF
Murray Forbes Iii, Cpa ACTIVE

Residence
🇺🇸 United States
Occupation
Md & Cfo

SW
Susan Wedelich J.d. ACTIVE

Residence
🇺🇸 United States
Occupation
Senior Vp & Private Wealth Advisor

LR
Leah Rebecca Bennett C.f.a. ACTIVE

Residence
🇺🇸 United States
Occupation
President Of Westwood Wealth Management

CS
C System ACTIVE

Residence
🇺🇸 United States
Occupation
Registered Agent

HP
Harvey P. Steele Iii ACTIVE

Residence
🇺🇸 United States
Occupation
Svp & Head Of Intermediary Distribution

MF
Murray Forbes Iii, C.p.a. ACTIVE

Residence
🇺🇸 United States
Occupation
Md, Cfo & Treasurer

CH
Corey Henegar Cfa ACTIVE

Residence
🇺🇸 United States
Occupation
Senior Vp, Portfolio Manager & Senior Research Analyst

MW
Melissa W. Mcmillian ACTIVE

Residence
🇺🇸 United States
Occupation
Senior Vp & Private Wealth Advisor

KR
Kellie R. Stark Cfa, F.r.m. ACTIVE

Residence
🇺🇸 United States
Occupation
Executive Vice President Of Client Service & Marketing

FG
Fabian Gomez ACTIVE

Residence
🇺🇸 United States
Occupation
President & Coo

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Group Structure

Group structure of WESTWOOD HOLDINGS GROUP, INC.

WESTWOOD HOLDINGS GROUP, INC. has no recorded parent company — it sits at the top of its own group structure, with 5 subsidiaries recorded beneath it across 1 jurisdiction. Each of these downward relationships is derived rather than filed: resolved by matching entities across the registry network, not stated directly in a single document.

  • Westwood International Advisors Inc. (United States)
  • Westwood Management Corp. (United States)
  • Westwood Management Corporation (United States)
  • Broadmark Asset Management LLC (United States)
  • Westwood Trust (United States)

Data availability

Those 5 subsidiaries span United States jurisdiction, though this list should not be read as complete — subsidiaries only become visible here where shareholder data has actually been filed with a register, so holdings in jurisdictions without that filing simply won't appear.

Ultimate HQ
WESTWOOD HOLDINGS GROUP, INC.
United States
Westwood International Advisors Inc.
United States#0229479506

Westwood Management Corp.
United StatesUS TX 20201140705

Westwood Management Corporation
United StatesUS TX 821908

Broadmark Asset Management LLC
United StatesUS TX 3030791

Westwood Trust
United StatesUS TX 466478194

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Map the complete corporate hierarchy: parent companies, subsidiaries, and cross-border ownership chains.

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Frequently Asked Questions

Who owns WESTWOOD HOLDINGS GROUP, INC.?

Five shareholders are currently on record for WESTWOOD HOLDINGS GROUP, INC., reflecting the stock ledger maintained under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing. The largest of these is Allspring Global Investments Holdings, LLC, holding 11.6% — the largest recorded stake — followed by North Star Investment Management Corp at 7.2%; the remaining 3 shareholders shown hold smaller stakes. Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.

Who is WESTWOOD HOLDINGS GROUP, INC.'s UBO (Ultimate Beneficial Owner)?

Every shareholder recorded for WESTWOOD HOLDINGS GROUP, INC. is itself a company rather than a natural person, so no Ultimate Beneficial Owner (UBO) is identified at this level; establishing one would require tracing the ownership of each shareholding company in turn.

How many shareholders does WESTWOOD HOLDINGS GROUP, INC. have on record?

5 shareholders are shown on record for WESTWOOD HOLDINGS GROUP, INC..

What is WESTWOOD HOLDINGS GROUP, INC.'s company registration number?

WESTWOOD HOLDINGS GROUP, INC.'s registration number is 0800906044, filed with Texas Secretary of State — SOSDirect in United States. Its current status on the register is active.

Is WESTWOOD HOLDINGS GROUP, INC. still an active company?

WESTWOOD HOLDINGS GROUP, INC.'s status on Texas Secretary of State — SOSDirect is listed as active.

When was WESTWOOD HOLDINGS GROUP, INC. incorporated?

WESTWOOD HOLDINGS GROUP, INC. was incorporated on 4 December 2007, according to Texas Secretary of State — SOSDirect.

What is WESTWOOD HOLDINGS GROUP, INC.'s registered address?

The registered address on file for WESTWOOD HOLDINGS GROUP, INC. is DALLAS, United States.

Who are the officers/directors of WESTWOOD HOLDINGS GROUP, INC.?

The Ceo & Director of WESTWOOD HOLDINGS GROUP, INC. currently on record is Brian O'connor Casey C.f.p.; 22 officers are currently on record for WESTWOOD HOLDINGS GROUP, INC., filed with Texas Secretary of State — SOSDirect. Management authority at WESTWOOD HOLDINGS GROUP, INC. sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.

Does WESTWOOD HOLDINGS GROUP, INC. have a parent company or subsidiaries?

WESTWOOD HOLDINGS GROUP, INC. has no recorded parent company — it sits at the top of its own group structure, with 5 subsidiaries recorded beneath it across 1 jurisdiction. Those 5 subsidiaries span United States jurisdiction, though this list should not be read as complete — subsidiaries only become visible here where shareholder data has actually been filed with a register, so holdings in jurisdictions without that filing simply won't appear.

Can Zavia monitor changes to WESTWOOD HOLDINGS GROUP, INC.'s ownership over time?

This profile reflects a point-in-time snapshot from Texas Secretary of State — SOSDirect. Zavia's monitoring API can track changes to WESTWOOD HOLDINGS GROUP, INC.'s registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.

Can I access WESTWOOD HOLDINGS GROUP, INC.'s data through an API?

Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like WESTWOOD HOLDINGS GROUP, INC.'s registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.

Where does this company information come from, and how current is it?

This record is sourced directly from Texas Secretary of State — SOSDirect and was last synced on 25 September 2026.

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