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

128 institutions reported holding $121.0M of WESTERN (HIO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($42.9M), SIT INVESTMENT ASSOCIATES INC ($10.3M), Capital Investment Advisors, LLC ($8.5M), Penserra Capital Management LLC ($6.0M), Invesco Ltd. ($4.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$42.9M11.8MAdded
2SIT INVESTMENT ASSOCIATES INC$10.3M2.8MAdded
3Capital Investment Advisors, LLC$8.5M2.3MTrimmed
4Penserra Capital Management LLC$6.0M1.7MAdded
5Invesco Ltd.$4.7M1.3MTrimmed
6FCA CORP /TX$4.6M1.3MAdded
7WELLS FARGO & COMPANY/MN$3.7M1.0MAdded
8Rareview Capital LLC$3.6M903,653Added
9LPL Financial LLC$3.5M969,899Added
10Shaker Financial Services, LLC$2.3M642,498Added
11RAYMOND JAMES FINANCIAL INC$2.3M637,104Trimmed
12UBS Group AG$2.0M561,032Trimmed
13Thrivent Financial for Lutherans$2.0M548,932Hold
14JONES FINANCIAL COMPANIES LLLP$1.9M531,238Added
15Kanen Wealth Management LLC$1.8M490,454Hold
16WOLVERINE ASSET MANAGEMENT LLC$1.4M378,116Trimmed
17ABSOLUTE INVESTMENT ADVISERS, LLC$1.4M372,457Trimmed
18Chicago Partners Investment Group LLC$1.2M333,688Trimmed
19BANK OF AMERICA CORP /DE/$1.1M305,060Trimmed
20Pathway Financial Advisers, LLC$1.0M285,886Added
21RFG Advisory, LLC$996,731273,827Trimmed
22FIRST TRUST ADVISORS LP$958,441263,308Added
23ENVESTNET ASSET MANAGEMENT INC$871,580239,445Added
24PIN OAK INVESTMENT ADVISORS INC$848,000233,058Hold
25Fortis Group Advisors, LLC$750,900206,291Trimmed

Source: SEC Form 13F filings · as of 2026-06-30