Western Asset IntermediateSBI
13F holders, Q4 2025 (December 31)55holders −2
2new positions
5sold out
$7.68avg. 13F price*
At the end of Q4 2025, 55 institutions reported holding Western Asset Intermediate (SBI) in their 13F filings, down 2 from Q3 2025. 2 opened new positions and 5 sold out. The largest holders were Rivernorth Capital Management, LLC ($9.1M), 1607 Capital Partners, LLC ($3.4M) and Wells Fargo & Company ($3.1M).
- Company
- Western Asset Intermediate
- CUSIP
- 958435109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $310K |
| Exits | 5 | $613K |
All 13F filers, Q3 2025 → Q4 2025: 315,709 shares bought and 365,613 shares sold, net −49,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Rivernorth Capital Management, LLC | 0.43% | Reduce -3.0% | 1,180,537 | $9.1M |
| 1607 Capital Partners, LLC | 0.23% | Reduce -15.8% | 437,801 | $3.4M |
| Wells Fargo & Company | 0.00% | Add +19.5% | 399,208 | $3.1M |
| Guggenheim Capital LLC | 0.02% | Reduce -4.9% | 305,465 | $2.3M |
| Invesco Ltd. | 0.00% | Add +13.0% | 301,003 | $2.3M |
| Morgan Stanley | 0.00% | Add +14.9% | 298,824 | $2.3M |
| Whitebox Advisors LLC | 0.10% | No change | 204,801 | $1.6M |
| Robinson Capital Management, LLC | 0.64% | Add +1.1% | 196,578 | $1.5M |
| LPL Financial LLC | 0.00% | Add +11.9% | 190,855 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.2% | 188,362 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.2% | 187,459 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +1.5% | 177,428 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 172,051 | $1.3M |
| Carson Advisory Inc. | 0.68% | Reduce -7.4% | 170,597 | $1.3M |
| Traub Capital Management LLC | 0.70% | Reduce -9.4% | 94,791 | $728K |
| Whipplewood Advisors, LLC | 0.45% | Add +1.9% | 91,087 | $700K |
| Pathstone Holdings, LLC | 0.00% | Reduce -42.7% | 86,973 | $668K |
| UBS Group AG | 0.00% | Add +11.4% | 86,261 | $662K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -16.2% | 81,242 | $629K |
| Rock Point Advisors, LLC | 0.14% | Add +10.9% | 70,925 | $545K |
| Waverly Advisors, LLC | 0.00% | Reduce -10.4% | 64,525 | $496K |
| Royal Bank of Canada | 0.00% | Add +3.6% | 62,781 | $482K |
| Bank of New York Mellon Corp | 0.00% | Reduce -17.2% | 61,046 | $469K |
| Concorde Asset Management, LLC | 0.17% | Add +9.5% | 56,178 | $431K |
| Logan Stone Capital, LLC | 0.10% | Add +267.1% | 54,685 | $420K |
| Kempner Capital Management Inc. | 0.35% | No change | 47,800 | $371K |
| Summit Financial Wealth Advisors, LLC | 0.05% | No change | 46,556 | $358K |
| Melfa Wealth Management, Inc. | 0.21% | No change | 46,347 | $356K |
| Northwest Financial Advisors | 0.69% | Add +225.0% | 43,870 | $337K |
| Whittier Trust Co. | 0.00% | Reduce -3.7% | 41,343 | $320K |
| Riverbridge Partners LLC | 0.01% | Reduce -0.4% | 40,871 | $314K |
| Osaic Holdings, Inc. | 0.00% | Add +42.3% | 35,565 | $273K |
| Noble Wealth Management PBC | 0.13% | Reduce -14.5% | 34,491 | $265K |
| Castle Wealth Management LLC | 0.08% | No change | 32,451 | $249K |
| Basepoint Wealth LLC | 0.13% | Reduce -3.2% | 27,634 | $212K |
| Wolverine Asset Management LLC | 0.01% | New | 25,480 | $196K |
| Stephens Inc. | 0.00% | No change | 24,800 | $190K |
| IHT Wealth Management, LLC | 0.00% | Add +9.7% | 23,801 | $183K |
| Sit Investment Associates Inc. | 0.00% | No change | 21,200 | $163K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.5% | 19,850 | $152K |
| Mariner, LLC | 0.00% | No change | 19,618 | $151K |
| Closed-End Fund Advisors, Inc. | 0.08% | — | 17,477 | $134K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 16,809 | $129K |
| Bar Harbor Wealth Management | 0.01% | No change | 15,110 | $116K |
| GatePass Capital, LLC | 0.06% | No change | 15,000 | $115K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,861 | $114K |
| HighTower Advisors, LLC | 0.00% | Reduce -24.3% | 14,653 | $113K |
| Private Advisor Group, LLC | 0.00% | Add +18.4% | 13,678 | $105K |
| Rothschild Investment LLC | 0.01% | No change | 12,500 | $96K |
| Mercer Global Advisors Inc. | 0.00% | No change | 10,197 | $78K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,865 | $60K |
| Highline Wealth Partners LLC | 0.00% | No change | 1,000 | $8K |
| MAI Capital Management | 0.00% | Add +2.3% | 665 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 483 | $4K |
| Spire Wealth Management | 0.00% | No change | 330 | $3K |
"% of holder's portfolio" is SBI's weight in each manager's 13F, not the share of Western Asset Intermediate the manager owns.