Who owns Western Asset Premier Bond Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WEA from SEC Form 13F filings across 40 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.
As of the 2026-06-30 reporting period, 40 institutions disclosed 6.9M shares of Western Asset Premier Bond Fund worth $61.8M — about 57.9% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
40
13F holders
$61.8M
value, 2026 filers
57.9%
of shares outstanding (6.9M 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 WEA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2.2M | $23.4M | 0.0% | 18.5% | +4.1% |
| 2 | SIT INVESTMENT ASSOCIATES INC | 1.0M | $11,098 | 0.2% | 8.8% | +14.4% |
| 3 | Allspring Global Investments Holdings, LLC | 489,939 | $5.2M | 0.0% | 4.1% | 0.0% |
| 4 | LPL Financial LLC | 421,073 | $4.5M | 0.0% | 3.5% | +1.5% |
| 5 | RAYMOND JAMES FINANCIAL INC | 363,067 | $3.9M | 0.0% | 3.1% | +4.2% |
| 6 | Whipplewood Advisors, LLC | 357,034 | $3.8M | 2.6% | 3% | -3.5% |
| 7 | 1607 Capital Partners, LLC | 261,056 | $2.8M | 0.2% | 2.2% | -18.8% |
| 8 | Private Advisor Group, LLC | 208,789 | $2.2M | 0.0% | 1.8% | -7.3% |
| 9 | Fiera Capital Corp | 189,721 | $2.0M | 0.0% | 1.6% | +3.3% |
| 10 | GUGGENHEIM CAPITAL LLC | 133,201 | $1.4M | 0.0% | 1.1% | -40.7% |
| 11 | Hennion & Walsh Asset Management, Inc. | 129,183 | $1.4M | 0.0% | 1.1% | -1.4% |
| 12 | Kestra Advisory Services, LLCNEW | 119,116 | $1.3M | 0.0% | 1% | new |
| 13 | Invesco Ltd. | 114,442 | $1.2M | 0.0% | 1% | -2.5% |
| 14 | ProVise Management Group, LLC | 112,412 | $1.2M | 0.1% | 0.9% | -5.0% |
| 15 | BANK OF AMERICA CORP /DE/ | 110,907 | $1.2M | 0.0% | 0.9% | -7.0% |
| 16 | INVICTUS PRIVATE WEALTH, LLC | 107,395 | $1.1M | 0.1% | 0.9% | +3.0% |
| 17 | Insight Wealth Partners, LLC | 79,951 | $851,480 | 0.1% | 0.7% | -7.7% |
| 18 | Advisory Services Network, LLC | 69,941 | $744,877 | 0.0% | 0.6% | 0.0% |
| 19 | Integrated Wealth Concepts LLC | 55,754 | $593,780 | 0.0% | 0.5% | +1.0% |
| 20 | RIVERBRIDGE PARTNERS LLCNEW | 49,913 | $531,573 | 0.0% | 0.4% | new |
| 21 | WOLVERINE ASSET MANAGEMENT LLC | 41,242 | $439,227 | 0.0% | 0.3% | +17012.9% |
| 22 | Calamos Advisors LLC | 37,330 | $397,565 | 0.0% | 0.3% | +171.3% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 31,057 | $330,760 | 0.0% | 0.3% | +2.0% |
| 24 | CITADEL ADVISORS LLCNEW | 28,238 | $300,735 | 0.0% | 0.2% | new |
| 25 | Janney Montgomery Scott LLC | 24,068 | $256 | 0.0% | 0.2% | 0.0% |
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.