Western Asset IntermediateSBI
13F holders, Q3 2025 (September 30)57holders
5new positions
6sold out
$7.91avg. 13F price*
At the end of Q3 2025, 57 institutions reported holding Western Asset Intermediate (SBI) in their 13F filings, unchanged from Q2 2025. 5 opened new positions and 6 sold out. The largest holders were Rivernorth Capital Management, LLC ($9.6M), 1607 Capital Partners, LLC ($4.1M) and Wells Fargo & Company ($2.6M).
- Company
- Western Asset Intermediate
- CUSIP
- 958435109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $822K |
| Exits | 6 | $722K |
All 13F filers, Q2 2025 → Q3 2025: 462,191 shares bought and 547,567 shares sold, net −85,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Rivernorth Capital Management, LLC | 0.55% | Reduce -13.1% | 1,216,584 | $9.6M |
| 1607 Capital Partners, LLC | 0.31% | Reduce -12.5% | 519,897 | $4.1M |
| Wells Fargo & Company | 0.00% | Add +13.7% | 333,957 | $2.6M |
| Guggenheim Capital LLC | 0.02% | Reduce -3.4% | 321,348 | $2.5M |
| Invesco Ltd. | 0.00% | Add +29.9% | 266,372 | $2.1M |
| Morgan Stanley | 0.00% | Add +12.9% | 260,036 | $2.1M |
| Whitebox Advisors LLC | 0.11% | Reduce -18.9% | 204,801 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.5% | 203,039 | $1.6M |
| Robinson Capital Management, LLC | 1.12% | No change | 194,504 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 189,669 | $1.5M |
| Carson Advisory Inc. | 0.79% | Reduce -5.5% | 184,197 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +1106.8% | 174,785 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.3% | 172,051 | $1.4M |
| LPL Financial LLC | 0.00% | Add +8.5% | 170,590 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | Reduce -24.0% | 151,896 | $1.2M |
| Traub Capital Management LLC | 0.82% | Reduce -19.9% | 104,579 | $827K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 96,910 | $767K |
| Whipplewood Advisors, LLC | 0.47% | Add +5.1% | 89,424 | $707K |
| UBS Group AG | 0.00% | Add +1.5% | 77,439 | $613K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 73,689 | $583K |
| Waverly Advisors, LLC | 0.01% | Reduce -9.6% | 71,996 | $569K |
| Rock Point Advisors, LLC | 0.13% | Add +0.4% | 63,925 | $506K |
| Royal Bank of Canada | 0.00% | Add +87.3% | 60,616 | $479K |
| Concorde Asset Management, LLC | 0.17% | — | 51,291 | $406K |
| Kempner Capital Management Inc. | 0.31% | No change | 47,800 | $378K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 46,556 | $371K |
| Melfa Wealth Management, Inc. | 0.21% | No change | 46,347 | $367K |
| Whittier Trust Co. | 0.00% | Add +0.2% | 42,920 | $339K |
| Riverbridge Partners LLC | 0.01% | New | 41,033 | $325K |
| Noble Wealth Management PBC | 0.17% | — | 40,341 | $319K |
| Castle Wealth Management LLC | 0.09% | New | 32,451 | $258K |
| Basepoint Wealth LLC | 0.16% | Reduce -2.9% | 28,541 | $226K |
| Stephens Inc. | 0.00% | Add +1.4% | 24,800 | $196K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -17.0% | 24,475 | $194K |
| Osaic Holdings, Inc. | 0.00% | Add +34.8% | 24,989 | $193K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 22,463 | $179K |
| IHT Wealth Management, LLC | 0.00% | Add +6.7% | 21,698 | $172K |
| Sit Investment Associates Inc. | 0.00% | No change | 21,200 | $168K |
| Aquire Wealth Advisors, LLC | 0.04% | No change | 19,660 | $156K |
| Mariner, LLC | 0.00% | No change | 19,618 | $155K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.4% | 19,366 | $153K |
| Janney Montgomery Scott LLC | 0.00% | New | 17,650 | $140K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 16,809 | $133K |
| Bar Harbor Wealth Management | 0.01% | No change | 15,110 | $120K |
| GatePass Capital, LLC | 0.07% | No change | 15,000 | $119K |
| Logan Stone Capital, LLC | 0.05% | Reduce -71.2% | 14,895 | $118K |
| Northwest Financial Advisors | 0.14% | No change | 13,500 | $107K |
| Rothschild Investment LLC | 0.01% | No change | 12,500 | $99K |
| Private Advisor Group, LLC | 0.00% | New | 11,553 | $91K |
| ProVise Management Group, LLC | 0.01% | No change | 10,750 | $85K |
| Mercer Global Advisors Inc. | 0.00% | No change | 10,197 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,865 | $62K |
| Highline Wealth Partners LLC | 0.00% | New | 1,000 | $8K |
| MAI Capital Management | 0.00% | Add +1.6% | 650 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 483 | $4K |
| Spire Wealth Management | 0.00% | No change | 330 | $3K |
| FNY Investment Advisers, LLC | 0.00% | No change | 50 | $0 |
"% of holder's portfolio" is SBI's weight in each manager's 13F, not the share of Western Asset Intermediate the manager owns.