Western Asset IntermediateSBI
13F holders, Q1 2026 (March 31)62holders +7
9new positions
1sold out
$7.68avg. 13F price*
At the end of Q1 2026, 62 institutions reported holding Western Asset Intermediate (SBI) in their 13F filings, up 7 from Q4 2025. 9 opened new positions and 1 sold out. The largest holders were Rivernorth Capital Management, LLC ($9.1M), 1607 Capital Partners, LLC ($3.4M) and Wells Fargo & Company ($2.8M).
- Company
- Western Asset Intermediate
- CUSIP
- 958435109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.5M |
| Exits | 1 | $196K |
All 13F filers, Q4 2025 → Q1 2026: 432,966 shares bought and 286,834 shares sold, net +146,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Rivernorth Capital Management, LLC | 0.46% | Add +0.6% | 1,187,933 | $9.1M |
| 1607 Capital Partners, LLC | 0.24% | No change | 437,801 | $3.4M |
| Wells Fargo & Company | 0.00% | Reduce -9.3% | 362,255 | $2.8M |
| Morgan Stanley | 0.00% | Add +4.5% | 312,300 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Reduce -2.8% | 296,924 | $2.3M |
| Invesco Ltd. | 0.00% | Reduce -13.3% | 260,858 | $2.0M |
| Robinson Capital Management, LLC | 0.79% | Add +15.5% | 227,014 | $1.7M |
| Whitebox Advisors LLC | 0.09% | No change | 204,801 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 191,062 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 182,798 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 180,685 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 172,051 | $1.3M |
| Carson Advisory Inc. | 0.67% | Reduce -1.2% | 168,597 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +87.7% | 163,208 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +164.3% | 93,993 | $722K |
| Whipplewood Advisors, LLC | 0.37% | Add +0.9% | 91,874 | $706K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 90,530 | $695K |
| LPL Financial LLC | 0.00% | Reduce -53.3% | 89,164 | $685K |
| Traub Capital Management LLC | 0.66% | Reduce -8.4% | 86,839 | $667K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +0.4% | 81,546 | $620K |
| UBS Group AG | 0.00% | Reduce -10.4% | 77,243 | $593K |
| Royal Bank of Canada | 0.00% | Add +7.5% | 67,497 | $518K |
| Rock Point Advisors, LLC | 0.14% | Reduce -5.6% | 66,925 | $514K |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 61,047 | $469K |
| Waverly Advisors, LLC | 0.00% | Reduce -7.1% | 59,963 | $461K |
| Independent Advisor Alliance | 0.00% | New | 50,251 | $386K |
| Riverbridge Partners LLC | 0.01% | Add +18.0% | 48,234 | $370K |
| Northwest Financial Advisors | 0.69% | Add +5.9% | 46,461 | $357K |
| Melfa Wealth Management, Inc. | 0.20% | No change | 46,347 | $356K |
| Summit Financial Wealth Advisors, LLC | 0.05% | Reduce -8.6% | 42,556 | $327K |
| Concorde Asset Management, LLC | 0.16% | Reduce -25.2% | 42,005 | $323K |
| Whittier Trust Co. | 0.00% | Add +0.1% | 41,396 | $315K |
| Logan Stone Capital, LLC | 0.09% | Reduce -26.3% | 40,318 | $310K |
| Noble Wealth Management PBC | 0.14% | Reduce -0.2% | 34,423 | $264K |
| Castle Wealth Management LLC | 0.08% | No change | 32,451 | $249K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +107.2% | 30,787 | $236K |
| Basepoint Wealth LLC | 0.12% | Add +1.6% | 28,084 | $216K |
| Sit Investment Associates Inc. | 0.00% | Add +31.7% | 27,928 | $214K |
| IHT Wealth Management, LLC | 0.00% | Add +8.9% | 25,913 | $199K |
| Stephens Inc. | 0.00% | No change | 24,800 | $190K |
| Private Advisor Group, LLC | 0.00% | Add +61.1% | 22,035 | $169K |
| Janney Montgomery Scott LLC | 0.00% | No change | 19,850 | $152K |
| Mariner, LLC | 0.00% | No change | 19,618 | $151K |
| Savvy Advisors, Inc. | 0.00% | New | 18,143 | $139K |
| Closed-End Fund Advisors, Inc. | 0.14% | No change | 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 |
| Rothschild Investment LLC | 0.01% | No change | 12,500 | $96K |
| Susquehanna International Group, LLP | 0.00% | New | 12,061 | $93K |
| HighTower Advisors, LLC | 0.00% | Reduce -28.8% | 10,430 | $80K |
| Hamrick Investment Counsel, llc | 0.04% | New | 10,306 | $79K |
| Mercer Global Advisors Inc. | 0.00% | No change | 10,197 | $78K |
| GatePass Capital, LLC | 0.04% | Reduce -33.3% | 10,000 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,865 | $60K |
| Gill Capital Partners, LLC | 0.01% | New | 3,256 | $25K |
| Allworth Financial LP | 0.00% | New | 3,000 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,639 | $20K |
| Penserra Capital Management LLC | 0.00% | New | 1,454 | $11K |
| Highline Wealth Partners LLC | 0.00% | No change | 1,000 | $8K |
| MAI Capital Management | 0.00% | Add +1.5% | 675 | $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.