Who owns Western Asset Intermediate Muni Fund Inc.?
Institutional ownership of SBI from SEC Form 13F filings across 38 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
38
13F holders
$22.7M
value, 2026 filers
21.3%
of shares outstanding (3.0M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SBI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 369,413 | $2.9M | 0.0% | 2.6% | +2.0% |
| 2 | MORGAN STANLEY | 300,091 | $2.4M | 0.0% | 2.1% | -3.9% |
| 3 | Invesco Ltd. | 261,002 | $2.1M | 0.0% | 1.9% | +0.1% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 192,062 | $1.5M | 0.0% | 1.4% | +0.5% |
| 5 | Cetera Investment Advisers | 191,371 | $1.5M | 0.0% | 1.4% | +5.9% |
| 6 | RAYMOND JAMES FINANCIAL INC | 183,045 | $1.4M | 0.0% | 1.3% | +0.1% |
| 7 | OSAIC HOLDINGS, INC. | 161,715 | $1.3M | 0.0% | 1.1% | +72.1% |
| 8 | Pathstone Holdings, LLC | 157,478 | $1.2M | 0.0% | 1.1% | -3.5% |
| 9 | Allspring Global Investments Holdings, LLC | 152,313 | $1.2M | 0.0% | 1.1% | -11.5% |
| 10 | LPL Financial LLC | 97,699 | $768,890 | 0.0% | 0.7% | +9.6% |
| 11 | Cambridge Investment Research Advisors, Inc. | 87,692 | $690 | 0.0% | 0.6% | +184.8% |
| 12 | UBS Group AG | 82,174 | $646,709 | 0.0% | 0.6% | +6.4% |
| 13 | WHITTIER TRUST CO OF NEVADA INC | 79,576 | $619,897 | 0.0% | 0.6% | -2.4% |
| 14 | ROYAL BANK OF CANADA | 71,904 | $566,000 | 0.0% | 0.5% | +6.5% |
| 15 | Waverly Advisors, LLC | 55,779 | $438,981 | 0.0% | 0.4% | -7.0% |
| 16 | Traub Capital Management LLC | 55,335 | $435,486 | 0.4% | 0.4% | -36.3% |
| 17 | Stratos Wealth Partners, LTD.NEW | 51,000 | $401,370 | 0.0% | 0.4% | new |
| 18 | Thomas J. Herzfeld Advisors, Inc.NEW | 47,641 | $374,935 | 0.1% | 0.3% | new |
| 19 | MELFA WEALTH MANAGEMENT, INC. | 46,347 | $364,751 | 0.2% | 0.3% | 0.0% |
| 20 | Bank of New York Mellon Corp | 41,045 | $323,025 | 0.0% | 0.3% | -32.8% |
| 21 | Summit Financial Wealth Advisors, LLC | 40,556 | $319,176 | 0.0% | 0.3% | -4.7% |
| 22 | WHITTIER TRUST CO | 40,378 | $316,561 | 0.0% | 0.3% | -2.5% |
| 23 | IHT Wealth Management, LLC | 37,754 | $297,121 | 0.0% | 0.3% | +45.7% |
| 24 | ROTHSCHILD INVESTMENT LLC | 37,500 | $295,125 | 0.0% | 0.3% | +200.0% |
| 25 | STEPHENS INC /AR/ | 25,500 | $200,685 | 0.0% | 0.2% | +2.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.