Brandywineglobal Global IncoBWG
13F holders, Q1 2026 (March 31)52holders +6
9new positions
1sold out
$7.68avg. 13F price*
At the end of Q1 2026, 52 institutions reported holding Brandywineglobal Global Inco (BWG) in their 13F filings, up 6 from Q4 2025. 9 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($13.5M), Pathstone Holdings, LLC ($12.8M) and Allspring Global Investments Holdings, LLC ($5.7M).
- Company
- Brandywineglobal Global Inco
- CUSIP
- 10537L104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.4M |
| Exits | 1 | $88K |
All 13F filers, Q4 2025 → Q1 2026: 434,606 shares bought and 519,867 shares sold, net −85,261 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Morgan Stanley | 0.00% | Reduce -1.3% | 1,760,741 | $13.5M |
| Pathstone Holdings, LLC | 0.05% | Add +0.1% | 1,672,017 | $12.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | No change | 740,410 | $5.7M |
| Wells Fargo & Company | 0.00% | Reduce -5.6% | 468,575 | $3.6M |
| Shaker Financial Services, LLC | 1.06% | Add +28.4% | 395,995 | $3.0M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -25.2% | 335,875 | $2.6M |
| Bank of America Corp. | 0.00% | Reduce -24.5% | 286,816 | $2.2M |
| Invesco Ltd. | 0.00% | Add +1.5% | 189,196 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +15.5% | 167,744 | $1.3M |
| Stephens Inc. | 0.02% | Add +17.2% | 158,528 | $1.2M |
| Matisse Capital | 0.48% | No change | 145,866 | $1.1M |
| LPL Financial LLC | 0.00% | Add +9.0% | 145,560 | $1.1M |
| Rareview Capital LLC | 0.56% | Add +104.6% | 114,312 | $950K |
| Wolverine Asset Management LLC | 0.05% | New | 118,030 | $905K |
| Raymond James Financial Inc. | 0.00% | Add +12.8% | 88,199 | $676K |
| Royal Bank of Canada | 0.00% | Add +21.3% | 81,081 | $622K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.1% | 61,178 | $469K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.0% | 44,100 | $338K |
| Logan Stone Capital, LLC | 0.09% | New | 42,997 | $330K |
| Alexander Randolph Advisory, Inc. | 0.27% | Reduce -62.1% | 41,529 | $319K |
| Eclectic Associates Inc. | 0.04% | Add +49.2% | 40,930 | $314K |
| Guggenheim Capital LLC | 0.00% | Reduce -64.0% | 34,066 | $261K |
| Apollon Wealth Management, LLC | 0.00% | No change | 31,483 | $241K |
| AlphaCore Capital LLC | 0.01% | No change | 31,000 | $238K |
| Ameriprise Financial Inc. | 0.00% | Reduce -51.0% | 24,241 | $186K |
| Closed-End Fund Advisors, Inc. | 0.17% | Add +8.8% | 22,401 | $172K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 19,748 | $151K |
| Cerity Partners LLC | 0.00% | No change | 19,133 | $147K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.5% | 18,881 | $145K |
| Cetera Investment Advisers | 0.00% | Reduce -64.5% | 18,368 | $141K |
| Evolve Private Wealth, LLC | 0.01% | Reduce -0.3% | 16,862 | $129K |
| Van Diest Capital, LLC | 0.10% | New | 16,824 | $129K |
| Flax Pond Capital, LLC | 0.09% | Reduce -16.7% | 15,000 | $115K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 14,266 | $109K |
| UBS Group AG | 0.00% | Reduce -61.8% | 12,991 | $100K |
| Integrity Advisory Solutions, LLC | 0.01% | Add +14.6% | 12,618 | $97K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.9% | 12,390 | $95K |
| PFG Investments, LLC | 0.00% | Add +0.8% | 12,268 | $94K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -22.8% | 2,404 | $18K |
| Hamrick Investment Counsel, llc | 0.01% | New | 2,000 | $15K |
| Fifth Third Bancorp | 0.00% | New | 1,991 | $15K |
| WPG Advisers, LLC | 0.01% | Add +8.5% | 1,502 | $12K |
| Advisory Services Network, LLC | 0.00% | New | 1,169 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -77.3% | 1,000 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 863 | $7K |
| Private Trust Co. NA | 0.00% | No change | 703 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 665 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 330 | $3K |
| Osbon Capital Management LLC | 0.00% | New | 323 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 320 | $2K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -89.1% | 316 | $2K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +166.0% | 266 | $2K |
"% of holder's portfolio" is BWG's weight in each manager's 13F, not the share of Brandywineglobal Global Inco the manager owns.