Brandywineglobal Global IncoBWG
13F holders, Q2 2026 (June 30)48holders −4
4new positions
9sold out
$7.95avg. 13F price*
At the end of Q2 2026, 48 institutions reported holding Brandywineglobal Global Inco (BWG) in their 13F filings, down 4 from Q1 2026. 4 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($14.1M), Pathstone Holdings, LLC ($12.6M) and Allspring Global Investments Holdings, LLC ($5.9M).
- Company
- Brandywineglobal Global Inco
- CUSIP
- 10537L104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $325K |
| Exits | 9 | $1.8M |
All 13F filers, Q1 2026 → Q2 2026: 602,292 shares bought and 477,156 shares sold, net +125,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Morgan Stanley | 0.00% | Add +0.6% | 1,771,328 | $14.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -4.8% | 1,591,786 | $12.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | No change | 740,410 | $5.9M |
| Shaker Financial Services, LLC | 1.18% | Add +19.6% | 473,763 | $3.8M |
| Wells Fargo & Company | 0.00% | Reduce -21.4% | 368,056 | $2.9M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -0.7% | 333,628 | $2.6M |
| Bank of America Corp. | 0.00% | Add +7.2% | 307,360 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Add +777.1% | 298,799 | $2.4M |
| Rareview Capital LLC | 0.83% | Add +56.8% | 179,226 | $1.5M |
| LPL Financial LLC | 0.00% | Add +12.8% | 164,229 | $1.3M |
| Invesco Ltd. | 0.00% | Reduce -14.8% | 161,123 | $1.3M |
| Stephens Inc. | 0.01% | Add +0.0% | 158,573 | $1.3M |
| Matisse Capital | 0.46% | No change | 145,866 | $1.2M |
| Wolverine Asset Management LLC | 0.05% | Add +7.4% | 126,799 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +23.3% | 99,956 | $794K |
| Raymond James Financial Inc. | 0.00% | Add +3.2% | 91,056 | $723K |
| Envestnet Asset Management Inc. | 0.00% | Add +44.8% | 88,569 | $703K |
| Eclectic Associates Inc. | 0.04% | Add +8.6% | 44,441 | $353K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.6% | 40,300 | $320K |
| Osaic Holdings, Inc. | 0.00% | Add +108.8% | 39,415 | $313K |
| Apollon Wealth Management, LLC | 0.00% | No change | 31,483 | $250K |
| Closed-End Fund Advisors, Inc. | 0.23% | Add +34.0% | 30,008 | $238K |
| Ameriprise Financial Inc. | 0.00% | Add +21.2% | 29,390 | $233K |
| AlphaCore Capital LLC | 0.00% | Reduce -6.5% | 29,000 | $230K |
| Logan Stone Capital, LLC | 0.04% | Reduce -46.9% | 22,825 | $181K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 20,207 | $160K |
| UBS Group AG | 0.00% | Add +49.1% | 19,366 | $154K |
| Van Diest Capital, LLC | 0.14% | Add +14.1% | 19,187 | $152K |
| Cerity Partners LLC | 0.00% | No change | 19,133 | $152K |
| Cetera Investment Advisers | 0.00% | Add +0.0% | 18,373 | $146K |
| Virtu Financial LLC | 0.00% | New | 16,180 | $128K |
| Evolve Private Wealth, LLC | 0.01% | Reduce -5.8% | 15,885 | $126K |
| Flax Pond Capital, LLC | 0.08% | No change | 15,000 | $119K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 14,266 | $113K |
| XTX Topco Ltd | 0.00% | New | 12,479 | $99K |
| PFG Investments, LLC | 0.00% | Add +0.8% | 12,364 | $98K |
| Jane Street Group, LLC | 0.00% | New | 12,269 | $97K |
| Global Retirement Partners, LLC | 0.00% | — | 8,272 | $66K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 2,404 | $19K |
| Fifth Third Bancorp | 0.00% | Reduce -2.1% | 1,950 | $15K |
| WPG Advisers, LLC | 0.01% | Reduce -0.2% | 1,499 | $12K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 863 | $7K |
| Private Trust Co. NA | 0.00% | No change | 703 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 665 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 330 | $3K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 316 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 266 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 113 | $897 |
"% of holder's portfolio" is BWG's weight in each manager's 13F, not the share of Brandywineglobal Global Inco the manager owns.