SEC 13F Intelligence

Westwood Holdings Group Inc / MC

Westwood Holdings Group Inc’s Moelis & Co Position

Does Westwood Holdings Group Inc own Moelis & Co (MC)? Not currently — the last reported position was 486.2K shares worth $33M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$33M
Q3 2024
Shares
486.2K
% of Portfolio
+0.14%
Quarters Held
22
position exited

Position History MC

Reported value by quarter
Q2 ’19: $16MQ2 ’19Q3 ’19: $16MQ4 ’19: $31MQ1 ’20: $28MQ1 ’20Q2 ’20: $32MQ3 ’20: $44MQ4 ’20: $49MQ4 ’20Q1 ’21: $64MQ2 ’21: $63MQ3 ’21: $77MQ3 ’21Q4 ’21: $82MQ1 ’22: $76MQ2 ’22: $64MQ2 ’22Q3 ’22: $53MQ4 ’22: $63,574Q1 ’23: $53,930Q1 ’23Q2 ’23: $61,007Q3 ’23: $58,692Q4 ’23: $63,000Q4 ’23Q1 ’24: $62,995Q2 ’24: $33MQ3 ’24: $33MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024486.2K$33M+0.14%
Q2 2024585.5K$33M+0.16%
Q1 20241.11M$62,995+0.50%
Q4 20231.12M$63,000+0.53%
Q3 20231.30M$58,692+0.55%
Q2 20231.35M$61,007+0.55%
Q1 20231.40M$53,930+0.49%
Q4 20221.66M$63,574+0.56%
Q3 20221.57M$53M+0.63%
Q2 20221.63M$64M+0.70%
Q1 20221.63M$76M+0.71%
Q4 20211.32M$82M+0.74%
Q3 20211.24M$77M+0.84%
Q2 20211.10M$63M+0.64%
Q1 20211.16M$64M+0.64%
Q4 20201.05M$49M+0.57%
Q3 20201.25M$44M+0.56%
Q2 20201.04M$32M+0.43%
Q1 2020988.1K$28M+0.42%
Q4 2019966.0K$31M+0.33%
Q3 2019479.9K$16M+0.17%
Q2 2019470.7K$16M+0.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westwood Holdings Group Inc’s full portfolio or all institutional holders of MC.