HIX Western Asset High Income Fund
Western Asset High Income Fund (HIX) Institutional Ownership
What the institutions did with HIX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| UBS Group AG | 3.6M | 22.1% |
| Penserra Capital Management LLC | 2.6M | 15.7% |
| MORGAN STANLEY | 1.5M | 9.2% |
| WELLS FARGO & COMPANY/MN | 1.4M | 8.4% |
| Invesco Ltd. | 942.2K | 5.8% |
| Rockefeller Capital Management L.P. | 773.4K | 4.7% |
| GUGGENHEIM CAPITAL LLC | 697.4K | 4.3% |
| GraniteShares Advisors LLC | 685.5K | 4.2% |
| OSAIC HOLDINGS, INC. | 655.2K | 4.0% |
| AMERIPRISE FINANCIAL INC | 574.7K | 3.5% |
| NWF Advisory Services Inc. | 420.6K | 2.6% |
| Shaker Financial Services, LLC | 392.8K | 2.4% |
| RAYMOND JAMES FINANCIAL INC | 190.1K | 1.2% |
| OPPENHEIMER & CO INC | 173.7K | 1.1% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 147.8K | 0.9% |
| ENVESTNET ASSET MANAGEMENT INC | 129.1K | 0.8% |
| MELFA WEALTH MANAGEMENT, INC. | 126.4K | 0.8% |
| LPL Financial LLC | 103.7K | 0.6% |
| Sage Capital Advisors,llc | 74.1K | 0.5% |
| Cetera Investment Advisers | 67.2K | 0.4% |
| AEGON USA Investment Management, LLC | 60.6K | 0.4% |
| BANK OF AMERICA CORP /DE/ | 58.2K | 0.4% |
| ROYAL BANK OF CANADA | 56.9K | 0.3% |
| XTX Topco Ltd | 55.0K | 0.3% |
| AlphaCore Capital LLC | 49.0K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| UBS Group AG | Reduced | 4.0M | 3.6M | -444.4K |
| Rockefeller Capital Management L.P. | Increased | 512.1K | 773.4K | +261.2K |
| WELLS FARGO & COMPANY/MN | Increased | 1.2M | 1.4M | +210.4K |
| MORGAN STANLEY | Reduced | 1.6M | 1.5M | -137.5K |
| CITADEL ADVISORS LLC | Reduced | 158.6K | 24.8K | -133.8K |
| World Investment Advisors | Sold Out | 100.5K | 0 | -100.5K |
| Penserra Capital Management LLC | Increased | 2.5M | 2.6M | +97.4K |
| Shaker Financial Services, LLC | Increased | 300.4K | 392.8K | +92.4K |
| GraniteShares Advisors LLC | Increased | 595.7K | 685.5K | +89.7K |
| SIT INVESTMENT ASSOCIATES INC | Sold Out | 80.0K | 0 | -80.0K |
| Total Wealth Planning & Management, Inc. | Sold Out | 78.9K | 0 | -78.9K |
| WOLVERINE ASSET MANAGEMENT LLC | Sold Out | 56.6K | 0 | -56.6K |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 184.4K | 129.1K | -55.4K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | Sold Out | 52.6K | 0 | -52.6K |
| AMERIPRISE FINANCIAL INC | Increased | 523.9K | 574.7K | +50.8K |
| NOMURA HOLDINGS INC | Sold Out | 50.0K | 0 | -50.0K |
| OPPENHEIMER & CO INC | Reduced | 217.8K | 173.7K | -44.1K |
| GUGGENHEIM CAPITAL LLC | Increased | 658.7K | 697.4K | +38.7K |
| Virtu Financial LLC | New | 0 | 38.0K | +38.0K |
| RAYMOND JAMES FINANCIAL INC | Increased | 153.9K | 190.1K | +36.2K |
| NWF Advisory Services Inc. | Reduced | 456.4K | 420.6K | -35.8K |
| BANK OF AMERICA CORP /DE/ | Increased | 23.0K | 58.2K | +35.2K |
| SeaCrest Wealth Management, LLC | Increased | 14.9K | 48.2K | +33.3K |
| XTX Topco Ltd | Increased | 24.8K | 55.0K | +30.1K |
| Invesco Ltd. | Increased | 914.6K | 942.2K | +27.6K |
| Integrity Advisory Solutions, LLC | Sold Out | 25.7K | 0 | -25.7K |
| Quarry LP | Sold Out | 21.9K | 0 | -21.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 22.6K | 42.8K | +20.1K |
| MILLENNIUM MANAGEMENT LLC | Sold Out | 19.1K | 0 | -19.1K |
| Janney Montgomery Scott LLC | Sold Out | 17.0K | 0 | -17.0K |
| OSAIC HOLDINGS, INC. | Increased | 639.5K | 655.2K | +15.7K |
| Chicago Partners Investment Group LLC | Reduced | 44.0K | 28.4K | -15.7K |
| StoneX Group Inc. | New | 0 | 13.5K | +13.5K |
| LPL Financial LLC | Reduced | 116.4K | 103.7K | -12.6K |
| BOOTHBAY FUND MANAGEMENT, LLC | New | 0 | 12.6K | +12.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | New | 0 | 12.5K | +12.5K |
| Mariner, LLC | Increased | 27.3K | 38.8K | +11.5K |
| ACCREDITED INVESTOR SERVICES, LLC | Sold Out | 11.2K | 0 | -11.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | Sold Out | 11.0K | 0 | -11.0K |
| HighTower Advisors, LLC | New | 0 | 10.7K | +10.7K |
| Hamrick Investment Counsel, llc | Sold Out | 10.2K | 0 | -10.2K |
| NewEdge Advisors, LLC | Reduced | 46.2K | 38.8K | -7.4K |
| AlphaCore Capital LLC | Reduced | 55.5K | 49.0K | -6.5K |
| Larson Financial Group LLC | Sold Out | 6.3K | 0 | -6.3K |
| Clear Street Group Inc. | New | 0 | 5.6K | +5.6K |
| Destiny Wealth Partners, LLC | Sold Out | 5.6K | 0 | -5.6K |
| CoreCap Advisors, LLC | Reduced | 5.5K | 2.6K | -2.9K |
| WEDBUSH SECURITIES INC | Reduced | 14.0K | 11.6K | -2.4K |
| Cetera Investment Advisers | Reduced | 68.8K | 67.2K | -1.7K |
| CHOREO, LLC | Reduced | 17.4K | 16.0K | -1.5K |
| Parallel Advisors, LLC | Sold Out | 1.4K | 0 | -1.4K |
| Activest Wealth Management | Sold Out | 1.3K | 0 | -1.3K |
| Allworth Financial LP | Sold Out | 1.0K | 0 | -1.0K |
| Key Financial Inc | New | 0 | 1.0K | +1.0K |
| BlackRock, Inc. | Sold Out | 779 | 0 | -779 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | Increased | 41.0K | 41.8K | +740 |
| ROYAL BANK OF CANADA | Increased | 56.2K | 56.9K | +733 |
| BENJAMIN EDWARDS INC | Increased | 24.8K | 25.5K | +729 |
| Osbon Capital Management LLC | Sold Out | 725 | 0 | -725 |
| MRA Advisory Group | Increased | 27.1K | 27.8K | +708 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.