DOSSIER · 13F Holders · Q1 2026
HIO

WESTERN ASSET HIGH INCOME OP

130 institutions still hold WESTERN ASSET HIGH INCOME OP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 95766K109·130 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$104M
visible holders
Holders
130
filers reporting
Concentration
39.82%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

130 institutions reported HIO in Q1 2026. MORGAN STANLEY leads at 39.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$41M11.4M0.00%Q1 2026
02
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$10M2.8M0.21%Q1 2026
03
Capital Investment Advisors, LLC
CIK 0001582732
$9M2.5M0.13%Q1 2026
04
Penserra Capital Management LLC
CIK 0001593324
$6M1.6M0.07%Q1 2026
05
Invesco Ltd.
CIK 0000914208
$5M1.4M0.00%Q1 2026
06
FCA CORP /TX
CIK 0001166402
$4M1.2M1.24%Q1 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M799K0.00%Q1 2026
08
Rareview Capital LLC
CIK 0002044533
$3M692K1.61%Q1 2026
09
LPL Financial LLC
CIK 0001403438
$3M752K0.00%Q1 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M665K0.00%Q1 2026
11
UBS Group AG
CIK 0001610520
$2M602K0.00%Q1 2026
12
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$2M549K0.00%Q1 2026
13
Shaker Financial Services, LLC
CIK 0001511794
$2M513K0.65%Q1 2026
14
Kanen Wealth Management LLC
CIK 0001681614
$2M490K0.64%Q1 2026
15
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$2M477K0.07%Q4 2025
16
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$2M471K0.02%Q1 2026
17
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 0001316187
$2M469K0.20%Q1 2026
18
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M474K0.00%Q1 2026
19
Chicago Partners Investment Group LLC
CIK 0001563525
$1M368K0.03%Q1 2026
20
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M317K0.00%Q1 2026
Page 1 of 7
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Insiders at WESTERN ASSET HIGH INCOME OP
Colman Carol LMason Peter Daniel CharlesSale Hillary AGrillo AnthonyCronin Daniel PHutchinson William R