Who Owns WESTERN ASSET (WEA)? -- Institutional Holders (2026-06-30)

41 institutions reported holding $73.2M of WESTERN ASSET (WEA) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($23.4M), SIT INVESTMENT ASSOCIATES INC ($11.1M), Allspring Global Investments Holdings, LLC ($5.2M), LPL Financial LLC ($4.5M), RAYMOND JAMES FINANCIAL INC ($3.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$23.4M	2.2M	Added
2	SIT INVESTMENT ASSOCIATES INC	$11.1M	1.0M	Added
3	Allspring Global Investments Holdings, LLC	$5.2M	489,939	Hold
4	LPL Financial LLC	$4.5M	421,073	Added
5	RAYMOND JAMES FINANCIAL INC	$3.9M	363,067	Added
6	Whipplewood Advisors, LLC	$3.8M	357,034	Trimmed
7	1607 Capital Partners, LLC	$2.8M	261,056	Trimmed
8	Private Advisor Group, LLC	$2.2M	208,789	Trimmed
9	Fiera Capital Corp	$2.0M	189,721	Added
10	GUGGENHEIM CAPITAL LLC	$1.4M	133,201	Trimmed
11	Hennion & Walsh Asset Management, Inc.	$1.4M	129,183	Trimmed
12	Kestra Advisory Services, LLC	$1.3M	119,116	New
13	Invesco Ltd.	$1.2M	114,442	Trimmed
14	ProVise Management Group, LLC	$1.2M	112,412	Trimmed
15	BANK OF AMERICA CORP /DE/	$1.2M	110,907	Trimmed
16	INVICTUS PRIVATE WEALTH, LLC	$1.1M	107,395	Added
17	Insight Wealth Partners, LLC	$851,480	79,951	Trimmed
18	Advisory Services Network, LLC	$744,877	69,941	Added
19	Integrated Wealth Concepts LLC	$593,780	55,754	Added
20	RIVERBRIDGE PARTNERS LLC	$531,573	49,913	New
21	WOLVERINE ASSET MANAGEMENT LLC	$439,227	41,242	Added
22	Calamos Advisors LLC	$397,565	37,330	Added
23	COMMONWEALTH EQUITY SERVICES, LLC	$330,760	31,057	Added
24	CITADEL ADVISORS LLC	$300,735	28,238	New
25	Janney Montgomery Scott LLC	$256,000	24,068	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30