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.

RankInstitutionValueSharesChange
1MORGAN STANLEY$23.4M2.2MAdded
2SIT INVESTMENT ASSOCIATES INC$11.1M1.0MAdded
3Allspring Global Investments Holdings, LLC$5.2M489,939Hold
4LPL Financial LLC$4.5M421,073Added
5RAYMOND JAMES FINANCIAL INC$3.9M363,067Added
6Whipplewood Advisors, LLC$3.8M357,034Trimmed
71607 Capital Partners, LLC$2.8M261,056Trimmed
8Private Advisor Group, LLC$2.2M208,789Trimmed
9Fiera Capital Corp$2.0M189,721Added
10GUGGENHEIM CAPITAL LLC$1.4M133,201Trimmed
11Hennion & Walsh Asset Management, Inc.$1.4M129,183Trimmed
12Kestra Advisory Services, LLC$1.3M119,116New
13Invesco Ltd.$1.2M114,442Trimmed
14ProVise Management Group, LLC$1.2M112,412Trimmed
15BANK OF AMERICA CORP /DE/$1.2M110,907Trimmed
16INVICTUS PRIVATE WEALTH, LLC$1.1M107,395Added
17Insight Wealth Partners, LLC$851,48079,951Trimmed
18Advisory Services Network, LLC$744,87769,941Added
19Integrated Wealth Concepts LLC$593,78055,754Added
20RIVERBRIDGE PARTNERS LLC$531,57349,913New
21WOLVERINE ASSET MANAGEMENT LLC$439,22741,242Added
22Calamos Advisors LLC$397,56537,330Added
23COMMONWEALTH EQUITY SERVICES, LLC$330,76031,057Added
24CITADEL ADVISORS LLC$300,73528,238New
25Janney Montgomery Scott LLC$256,00024,068Trimmed

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