Brandywineglobal Global IncoBWG
13F holders, Q3 2025 (September 30)44holders −1
6new positions
7sold out
$8.68avg. 13F price*
At the end of Q3 2025, 44 institutions reported holding Brandywineglobal Global Inco (BWG) in their 13F filings, down 1 from Q2 2025. 6 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($16.2M), Pathstone Holdings, LLC ($11.4M) and Allspring Global Investments Holdings, LLC ($6.7M).
- Company
- Brandywineglobal Global Inco
- CUSIP
- 10537L104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.0M |
| Exits | 7 | $864K |
All 13F filers, Q2 2025 → Q3 2025: 833,589 shares bought and 710,130 shares sold, net +123,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Morgan Stanley | 0.00% | Reduce -5.0% | 1,870,128 | $16.2M |
| Pathstone Holdings, LLC | 0.04% | Add +48.0% | 1,318,834 | $11.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -29.9% | 774,236 | $6.7M |
| Wells Fargo & Company | 0.00% | Reduce -4.0% | 501,475 | $4.4M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 412,976 | $3.6M |
| Shaker Financial Services, LLC | 1.05% | Reduce -8.5% | 349,974 | $3.1M |
| Advisors Asset Management, Inc. | 0.05% | Add +196.2% | 307,261 | $2.7M |
| Guggenheim Capital LLC | 0.02% | Reduce -12.5% | 250,179 | $2.2M |
| Invesco Ltd. | 0.00% | Add +26.7% | 176,631 | $1.5M |
| LPL Financial LLC | 0.00% | Add +0.8% | 150,388 | $1.3M |
| Matisse Capital | 0.59% | No change | 149,900 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +1.8% | 145,931 | $1.3M |
| Stephens Inc. | 0.01% | Reduce -10.4% | 134,923 | $1.2M |
| Alexander Randolph Advisory, Inc. | 0.92% | No change | 127,926 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +0.9% | 76,416 | $663K |
| Royal Bank of Canada | 0.00% | Reduce -11.3% | 65,788 | $571K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.1% | 47,100 | $409K |
| Envestnet Asset Management Inc. | 0.00% | New | 46,907 | $407K |
| Cetera Investment Advisers | 0.00% | Add +134.7% | 45,598 | $396K |
| Susquehanna International Group, LLP | 0.00% | New | 43,630 | $379K |
| UBS Group AG | 0.00% | Add +8.8% | 42,492 | $369K |
| AlphaCore Capital LLC | 0.01% | No change | 31,000 | $269K |
| Rareview Capital LLC | 0.15% | Add +16.3% | 30,205 | $251K |
| Apollon Wealth Management, LLC | 0.00% | Add +2.0% | 28,490 | $247K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 24,443 | $212K |
| Jane Street Group, LLC | 0.00% | New | 23,046 | $200K |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.6% | 22,141 | $192K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 21,077 | $183K |
| Osaic Holdings, Inc. | 0.00% | Add +3.2% | 20,186 | $174K |
| Cerity Partners LLC | 0.00% | Add +51.5% | 19,133 | $166K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 14,266 | $124K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.8% | 12,494 | $108K |
| PFG Investments, LLC | 0.01% | Reduce -77.7% | 12,064 | $105K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,500 | $30K |
| Comerica Bank | 0.00% | Reduce -4.1% | 3,221 | $28K |
| WPG Advisers, LLC | 0.01% | Reduce -4.2% | 1,499 | $13K |
| Advisory Services Network, LLC | 0.00% | New | 1,169 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -80.0% | 1,000 | $9K |
| 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% | No change | 400 | $3K |
| FNY Investment Advisers, LLC | 0.00% | No change | 400 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 330 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 100 | $868 |
"% of holder's portfolio" is BWG's weight in each manager's 13F, not the share of Brandywineglobal Global Inco the manager owns.