Brandywineglobal Global IncoBWG
13F holders, Q4 2025 (December 31)46holders +2
4new positions
4sold out
$8.37avg. 13F price*
At the end of Q4 2025, 46 institutions reported holding Brandywineglobal Global Inco (BWG) in their 13F filings, up 2 from Q3 2025. 4 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($14.9M), Pathstone Holdings, LLC ($14.0M) and Allspring Global Investments Holdings, LLC ($6.2M).
- Company
- Brandywineglobal Global Inco
- CUSIP
- 10537L104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $407K |
| Exits | 4 | $217K |
All 13F filers, Q3 2025 → Q4 2025: 646,242 shares bought and 450,504 shares sold, net +195,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Morgan Stanley | 0.00% | Reduce -4.6% | 1,784,426 | $14.9M |
| Pathstone Holdings, LLC | 0.05% | Add +26.6% | 1,670,131 | $14.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -4.4% | 740,410 | $6.2M |
| Wells Fargo & Company | 0.00% | Reduce -1.1% | 496,150 | $4.2M |
| Advisors Asset Management, Inc. | 0.06% | Add +46.1% | 448,841 | $3.8M |
| Bank of America Corp. | 0.00% | Reduce -8.0% | 379,875 | $3.2M |
| Shaker Financial Services, LLC | 0.82% | Reduce -11.9% | 308,292 | $2.6M |
| Invesco Ltd. | 0.00% | Add +5.6% | 186,471 | $1.6M |
| Matisse Capital | 0.55% | Reduce -2.7% | 145,866 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.5% | 145,251 | $1.2M |
| Stephens Inc. | 0.01% | Add +0.3% | 135,311 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -11.2% | 133,582 | $1.1M |
| Alexander Randolph Advisory, Inc. | 0.76% | Reduce -14.4% | 109,562 | $917K |
| Guggenheim Capital LLC | 0.01% | Reduce -62.2% | 94,542 | $791K |
| Raymond James Financial Inc. | 0.00% | Add +2.3% | 78,181 | $654K |
| Envestnet Asset Management Inc. | 0.00% | Add +55.5% | 72,927 | $610K |
| Royal Bank of Canada | 0.00% | Add +1.6% | 66,845 | $559K |
| Rareview Capital LLC | 0.30% | Add +85.0% | 55,876 | $464K |
| Cetera Investment Advisers | 0.00% | Add +13.6% | 51,819 | $434K |
| Ameriprise Financial Inc. | 0.00% | Add +123.4% | 49,454 | $414K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.5% | 45,000 | $377K |
| UBS Group AG | 0.00% | Reduce -19.9% | 34,034 | $285K |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.5% | 32,522 | $272K |
| Apollon Wealth Management, LLC | 0.00% | Add +10.5% | 31,483 | $264K |
| AlphaCore Capital LLC | 0.01% | No change | 31,000 | $259K |
| Eclectic Associates Inc. | 0.04% | New | 27,441 | $230K |
| Closed-End Fund Advisors, Inc. | 0.10% | — | 20,586 | $172K |
| Osaic Holdings, Inc. | 0.00% | Add +0.0% | 20,191 | $169K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.7% | 19,635 | $164K |
| Cerity Partners LLC | 0.00% | No change | 19,133 | $160K |
| Flax Pond Capital, LLC | 0.11% | — | 18,000 | $151K |
| Evolve Private Wealth, LLC | 0.01% | — | 16,910 | $142K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 14,266 | $119K |
| PFG Investments, LLC | 0.00% | Add +0.9% | 12,177 | $102K |
| Integrity Advisory Solutions, LLC | 0.01% | New | 11,013 | $92K |
| HighTower Advisors, LLC | 0.00% | Reduce -15.7% | 10,538 | $88K |
| Global Retirement Partners, LLC | 0.00% | New | 7,016 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +339.7% | 4,397 | $37K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 3,112 | $26K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -17.1% | 2,900 | $24K |
| Comerica Bank | 0.00% | Reduce -36.9% | 2,034 | $17K |
| WPG Advisers, LLC | 0.01% | Reduce -7.7% | 1,384 | $12K |
| Private Trust Co. NA | 0.00% | No change | 703 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 665 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 330 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 100 | $837 |
"% of holder's portfolio" is BWG's weight in each manager's 13F, not the share of Brandywineglobal Global Inco the manager owns.