Brandywineglobal Global IncoBWG
13F holders, Q2 2025 (June 30)45holders +5
8new positions
4sold out
$8.31avg. 13F price*
At the end of Q2 2025, 45 institutions reported holding Brandywineglobal Global Inco (BWG) in their 13F filings, up 5 from Q1 2025. 8 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($16.4M), Allspring Global Investments Holdings, LLC ($9.2M) and Pathstone Holdings, LLC ($7.4M).
- Company
- Brandywineglobal Global Inco
- CUSIP
- 10537L104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.1M |
| Exits | 4 | $178K |
All 13F filers, Q1 2025 → Q2 2025: 442,177 shares bought and 239,158 shares sold, net +203,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Morgan Stanley | 0.00% | Reduce -5.2% | 1,969,087 | $16.4M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +0.1% | 1,104,479 | $9.2M |
| Pathstone Holdings, LLC | 0.03% | Add +2.9% | 891,237 | $7.4M |
| Wells Fargo & Company | 0.00% | Add +5.2% | 522,440 | $4.3M |
| Bank of America Corp. | 0.00% | Add +12.6% | 426,179 | $3.5M |
| Shaker Financial Services, LLC | 1.16% | Add +53.7% | 382,468 | $3.2M |
| Guggenheim Capital LLC | 0.02% | Reduce -16.0% | 285,934 | $2.4M |
| Stephens Inc. | 0.02% | Add +3.6% | 150,632 | $1.3M |
| Matisse Capital | 0.59% | No change | 149,900 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -16.1% | 149,182 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +9.6% | 143,300 | $1.2M |
| Invesco Ltd. | 0.00% | Add +14.6% | 139,368 | $1.2M |
| Alexander Randolph Advisory, Inc. | 0.95% | Reduce -0.2% | 127,926 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -0.1% | 103,750 | $862K |
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 75,707 | $629K |
| Royal Bank of Canada | 0.00% | Reduce -15.4% | 74,165 | $616K |
| PFG Investments, LLC | 0.03% | Add +80.5% | 53,982 | $449K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.6% | 48,100 | $400K |
| Wolverine Asset Management LLC | 0.03% | New | 48,010 | $399K |
| UBS Group AG | 0.00% | Reduce -15.7% | 39,051 | $325K |
| AlphaCore Capital LLC | 0.01% | No change | 31,000 | $258K |
| Apollon Wealth Management, LLC | 0.00% | Add +4.6% | 27,925 | $232K |
| Rareview Capital LLC | 0.14% | New | 25,965 | $216K |
| Ameriprise Financial Inc. | 0.00% | Add +5.5% | 24,770 | $206K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.7% | 23,901 | $199K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 21,077 | $175K |
| Osaic Holdings, Inc. | 0.00% | Add +21.4% | 19,561 | $163K |
| Cetera Investment Advisers | 0.00% | Reduce -5.8% | 19,428 | $161K |
| Logan Stone Capital, LLC | 0.08% | New | 19,208 | $160K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 18,156 | $151K |
| Oppenheimer & Co. Inc. | 0.00% | Add +4.9% | 14,266 | $119K |
| XTX Topco Ltd | 0.00% | New | 13,340 | $111K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 13,269 | $110K |
| Cerity Partners LLC | 0.00% | New | 12,626 | $105K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -22.5% | 5,000 | $42K |
| Geneos Wealth Management Inc. | 0.00% | Add +607.1% | 3,691 | $31K |
| Comerica Bank | 0.00% | Add +35.8% | 3,358 | $28K |
| WPG Advisers, LLC | 0.01% | Reduce -15.7% | 1,565 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 824 | $7K |
| Cwm, LLC | 0.00% | No change | 671 | $6K |
| Private Trust Co. NA | 0.00% | No change | 703 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 665 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 400 | $3K |
| FNY Investment Advisers, LLC | 0.00% | No change | 400 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 100 | $831 |
"% of holder's portfolio" is BWG's weight in each manager's 13F, not the share of Brandywineglobal Global Inco the manager owns.