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

108 institutions reported holding $194.4M of WESTERN ASSET (WIW) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($64.1M), Allspring Global Investments Holdings, LLC ($9.0M), PenderFund Capital Management Ltd. ($8.4M), Invesco Ltd. ($7.6M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($7.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$64.1M	7.6M	Added
2	Allspring Global Investments Holdings, LLC	$9.0M	1.1M	Hold
3	PenderFund Capital Management Ltd.	$8.4M	998,747	Trimmed
4	Invesco Ltd.	$7.6M	903,565	Trimmed
5	RIVERNORTH CAPITAL MANAGEMENT, LLC	$7.4M	875,999	Trimmed
6	BANK OF AMERICA CORP /DE/	$6.7M	793,312	Added
7	GUGGENHEIM CAPITAL LLC	$6.5M	775,910	Trimmed
8	Saba Capital Management, L.P.	$6.3M	753,909	Added
9	1607 Capital Partners, LLC	$5.9M	708,052	Trimmed
10	Baird Financial Group, Inc.	$4.8M	576,774	Added
11	LPL Financial LLC	$4.8M	566,854	Trimmed
12	HighTower Advisors, LLC	$4.1M	491,394	Added
13	CAPSTONE INVESTMENT ADVISORS, LLC	$3.9M	462,748	Hold
14	Atlas Wealth LLC	$3.5M	415,617	New
15	GatePass Capital, LLC	$3.2M	381,650	Added
16	FIRST TRUST ADVISORS LP	$3.2M	375,031	Added
17	Waterloo Capital, L.P.	$3.0M	361,156	New
18	OSAIC HOLDINGS, INC.	$2.4M	287,983	Added
19	RAYMOND JAMES FINANCIAL INC	$2.4M	287,724	Added
20	RIVERBRIDGE PARTNERS LLC	$2.1M	252,005	Added
21	STIFEL FINANCIAL CORP	$2.0M	243,461	Trimmed
22	Matisse Capital	$1.9M	230,000	Hold
23	TrueMark Investments, LLC	$1.7M	204,141	Added
24	Advisors Asset Management, Inc.	$1.6M	195,523	New
25	Atala Financial Inc	$1.6M	192,584	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30