NEW YORK, NY
WESTERN ASSET HIGH INCOME FUND II INC.HIX— Latest position per institution from SEC 13F filings
15
Institutional holders
15.76M
Total shares held
50.51M
Estimated value
788.21K
Avg. position size
UBS GROUP AG
CIK 1610520
Shares
3.60M
Value
14.24M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
2.55M
Value
10.11K
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
1.50M
Value
5.95M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.37M
Value
5.43M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
942.20K
Value
3.73M
Filed
Jun 30, 2026
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
773.36K
Value
3.06M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
697.43K
Value
2.76M
Filed
Jun 30, 2026
GRANITESHARES ADVISORS LLC
CIK 1839545
Shares
685.47K
Value
2.71M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
655.21K
Value
2.59M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
574.69K
Value
2.28M
Filed
Jun 30, 2026
NWF ADVISORY SERVICES INC.
CIK 2045735
Shares
387.80K
Value
1.37M
Filed
Sep 30, 2026
RAREVIEW CAPITAL LLC
CIK 2044533
Shares
381.89K
Value
1.64M
Filed
Jun 30, 2025
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
352.77K
Value
1.25M
Filed
Sep 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
270K
Value
1.13K
Filed
Mar 31, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
190.07K
Value
752.69K
Filed
Jun 30, 2026
EP WEALTH ADVISORS, LLC
CIK 1540569
Shares
183.90K
Value
57.44K
Filed
Jun 30, 2023
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
179.80K
Value
756.96K
Filed
Dec 31, 2024
OPPENHEIMER & CO INC
CIK 822581
Shares
173.42K
Value
612.19K
Filed
Sep 30, 2026
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 1599795
Shares
147.81K
Value
585.31K
Filed
Jun 30, 2026
SIGNIFICANT WEALTH PARTNERS LLC
CIK 1964680
Shares
143.41K
Value
711.34K
Filed
Dec 31, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | UBS GROUP AG | 1610520 | 3.60M | 14.24M | Jun 30, 2026 |
| 2 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 2.55M | 10.11K | Jun 30, 2026 |
| 3 | MORGAN STANLEY | 895421 | 1.50M | 5.95M | Jun 30, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 1.37M | 5.43M | Jun 30, 2026 |
| 5 | INVESCO LTD. | 914208 | 942.20K | 3.73M | Jun 30, 2026 |
| 6 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 773.36K | 3.06M | Jun 30, 2026 |
| 7 | GUGGENHEIM CAPITAL LLC | 1283072 | 697.43K | 2.76M | Jun 30, 2026 |
| 8 | GRANITESHARES ADVISORS LLC | 1839545 | 685.47K | 2.71M | Jun 30, 2026 |
| 9 | OSAIC HOLDINGS, INC. | 1677044 | 655.21K | 2.59M | Jun 30, 2026 |
| 10 | AMERIPRISE FINANCIAL INC | 820027 | 574.69K | 2.28M | Jun 30, 2026 |
| 11 | NWF ADVISORY SERVICES INC. | 2045735 | 387.80K | 1.37M | Sep 30, 2026 |
| 12 | RAREVIEW CAPITAL LLC | 2044533 | 381.89K | 1.64M | Jun 30, 2025 |
| 13 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 352.77K | 1.25M | Sep 30, 2026 |
| 14 | COHEN & STEERS, INC. | 1284812 | 270K | 1.13K | Mar 31, 2025 |
| 15 | RAYMOND JAMES FINANCIAL INC | 720005 | 190.07K | 752.69K | Jun 30, 2026 |
| 16 | EP WEALTH ADVISORS, LLC | 1540569 | 183.90K | 57.44K | Jun 30, 2023 |
| 17 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 179.80K | 756.96K | Dec 31, 2024 |
| 18 | OPPENHEIMER & CO INC | 822581 | 173.42K | 612.19K | Sep 30, 2026 |
| 19 | ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | 147.81K | 585.31K | Jun 30, 2026 |
| 20 | SIGNIFICANT WEALTH PARTNERS LLC | 1964680 | 143.41K | 711.34K | Dec 31, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.