BRANDYWINEGLOBAL GLOBAL INCO (BWG) Institutional Shareholders
BRANDYWINEGLOBAL GLOBAL INCO (BWG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $59.36M in BWG holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of BWG tracked by InsiderSet, reporting ownership valued at approximately $14.06M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.93M, representing an estimated loss of -8.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed BWG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Pathstone Holdings, Llc, Allspring Global Investments Holdings, Llc, and several other long-term asset managers with concentrated positions in BRANDYWINEGLOBAL GLOBAL INCO (BWG).
This page ranks the largest institutional BWG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
47
Total Reported Value
$59.36M
Largest Holder
Morgan Stanley
Largest Position
$14.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,771,328 | $14,064,356 | $12,930,694 | -$1,133,662 | -8.06% | |
| Pathstone Holdings, Llc | 0.05% | 1,672,017 | $12,824,372 | $12,205,724 | -$618,648 | -4.82% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 740,410 | $5,878,855 | $5,404,993 | -$473,862 | -8.06% | |
| Shaker Financial Services, Llc | 1.18% | 473,763 | $3,761,679 | $3,458,470 | -$303,209 | -8.06% | |
| Wells Fargo & Company/Mn | 0.00% | 368,056 | $2,922,358 | $2,686,809 | -$235,549 | -8.06% | |
| Bank Of America Corp | 0.00% | 307,360 | $2,440,436 | $2,243,728 | -$196,708 | -8.06% | |
| Guggenheim Capital Llc | 0.02% | 298,799 | $2,372,464 | $2,181,233 | -$191,231 | -8.06% | |
| Advisors Asset Management, Inc. | 0.02% | 140,090 | $1,640,453 | $1,022,657 | -$617,796 | -37.66% | |
| Rareview Capital Llc | 0.83% | 179,226 | $1,489,368 | $1,308,350 | -$181,018 | -12.15% | |
| Lpl Financial Llc | 0.00% | 164,229 | $1,303,976 | $1,198,872 | -$105,104 | -8.06% | |
| Invesco Ltd. | 0.00% | 161,123 | $1,279,317 | $1,176,198 | -$103,119 | -8.06% | |
| Stephens Inc | 0.01% | 158,573 | $1,259,073 | $1,157,583 | -$101,490 | -8.06% | |
| Matisse Capital | 0.46% | 145,866 | $1,158,176 | $1,064,822 | -$93,354 | -8.06% | |
| Wolverine Asset Management Llc | 0.01% | 126,799 | $1,006,784 | $925,633 | -$81,151 | -8.06% | |
| Royal Bank Of Canada | 0.00% | 99,956 | $794,000 | $729,679 | -$64,321 | -8.10% | |
| Raymond James Financial Inc | 0.00% | 91,056 | $722,986 | $664,709 | -$58,277 | -8.06% | |
| Envestnet Asset Management Inc | 0.00% | 88,569 | $703,235 | $646,554 | -$56,681 | -8.06% | |
| Eclectic Associates Inc | 0.04% | 44,441 | $352,862 | $324,419 | -$28,443 | -8.06% | |
| Newedge Advisors, Llc | 0.00% | 40,300 | $319,982 | $294,190 | -$25,792 | -8.06% | |
| Osaic Holdings, Inc. | 0.00% | 39,415 | $312,943 | $287,730 | -$25,214 | -8.06% | |
| Apollon Wealth Management, Llc | 0.00% | 31,483 | $249,975 | $229,826 | -$20,149 | -8.06% | |
| Closed-End Fund Advisors, Inc. | 0.23% | 30,008 | $238,264 | $219,058 | -$19,206 | -8.06% | |
| Ameriprise Financial Inc | 0.00% | 29,390 | $233,355 | $214,547 | -$18,808 | -8.06% | |
| Alphacore Capital Llc | 0.00% | 29,000 | $230,260 | $211,700 | -$18,560 | -8.06% | |
| Logan Stone Capital, Llc | 0.04% | 22,825 | $181,230 | $166,623 | -$14,608 | -8.06% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,207 | $160,440 | $147,511 | -$12,929 | -8.06% | |
| Ubs Group Ag | 0.00% | 19,366 | $153,766 | $141,372 | -$12,394 | -8.06% | |
| Van Diest Capital, Llc | 0.14% | 19,187 | $152,348 | $140,065 | -$12,283 | -8.06% | |
| Cerity Partners Llc | 0.00% | 19,133 | $151,916 | $139,671 | -$12,245 | -8.06% | |
| Cetera Investment Advisers | 0.00% | 18,373 | $145,877 | $134,123 | -$11,754 | -8.06% | |
| Virtu Financial Llc | 0.00% | 16,180 | $128,000 | $118,114 | -$9,886 | -7.72% | |
| Evolve Private Wealth, Llc | 0.01% | 15,885 | $126,127 | $115,961 | -$10,167 | -8.06% | |
| Flax Pond Capital, Llc | 0.08% | 15,000 | $119,100 | $109,500 | -$9,600 | -8.06% | |
| Oppenheimer & Co Inc | 0.00% | 14,266 | $113,272 | $104,142 | -$9,130 | -8.06% | |
| Xtx Topco Ltd | 0.00% | 12,479 | $99,083 | $91,097 | -$7,986 | -8.06% | |
| Pfg Investments, Llc | 0.00% | 12,364 | $98,170 | $90,257 | -$7,913 | -8.06% | |
| Jane Street Group, Llc | 0.00% | 12,269 | $97,416 | $89,564 | -$7,852 | -8.06% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 2,404 | $19,088 | $17,549 | -$1,539 | -8.06% | |
| Fifth Third Bancorp | 0.00% | 1,950 | $15,483 | $14,235 | -$1,248 | -8.06% | |
| Wpg Advisers, Llc | 0.01% | 1,499 | $11,902 | $10,943 | -$959 | -8.06% | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 863 | $6,783 | $6,300 | -$483 | -7.12% | |
| Private Trust Co Na | 0.00% | 703 | $5,582 | $5,132 | -$450 | -8.06% | |
| Larson Financial Group Llc | 0.00% | 665 | $5,280 | $4,855 | -$426 | -8.06% | |
| Highline Wealth Partners Llc | 0.00% | 330 | $2,620 | $2,409 | -$211 | -8.05% | |
| Rockefeller Capital Management L.P. | 0.00% | 316 | $2,509 | $2,307 | -$202 | -8.06% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 266 | $2,112 | $1,942 | -$170 | -8.06% | |
| Farther Finance Advisors, Llc | 0.00% | 113 | $897 | $825 | -$72 | -8.04% |
Frequently asked questions about BWG
Who owns the most BWG stock?
The largest holders of BWG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BRANDYWINEGLOBAL GLOBAL INCO (BWG).
Is BWG widely held by superinvestors?
Many widely followed stocks like BWG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BWG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.