ALLSPRING UTILITIES AND HIGH (ERH) Top Institutional Shareholders
ALLSPRING UTILITIES AND HIGH (ERH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $14.72M in ERH holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of ERH tracked by InsiderSet, reporting ownership valued at approximately $6.02M in its March 31, 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 $5.82M, representing an estimated loss of -3.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed ERH value among the investors covered in this analysis. Major shareholders include Morgan Stanley, 1607 Capital Partners, Llc, Zimmer Partners, Lp, and several other long-term asset managers with concentrated positions in ALLSPRING UTILITIES AND HIGH (ERH).
This page ranks the largest institutional ERH 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
26
Total Reported Value
$14.72M
Largest Holder
Morgan Stanley
Largest Position
$6.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
29
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 497,666 | $6,021,766 | $5,822,692 | -$199,074 | -3.31% | |
| 1607 Capital Partners, Llc | 0.28% | 318,463 | $3,853,402 | $3,726,017 | -$127,385 | -3.31% | |
| Zimmer Partners, Lp | 0.04% | 128,803 | $1,558,516 | $1,506,995 | -$51,521 | -3.31% | |
| Blue Bell Private Wealth Management, Llc | 0.16% | 89,594 | $1,084,085 | $1,048,250 | -$35,835 | -3.31% | |
| Lpl Financial Llc | 0.00% | 27,645 | $334,504 | $323,447 | -$11,058 | -3.31% | |
| Level Four Advisory Services, Llc | 0.01% | 25,355 | $306,797 | $296,654 | -$10,144 | -3.31% | |
| Cetera Investment Advisers | 0.00% | 24,107 | $291,699 | $282,052 | -$9,647 | -3.31% | |
| Wolverine Asset Management Llc | 0.00% | 16,577 | $200,582 | $193,951 | -$6,631 | -3.31% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 13,451 | $162,761 | $157,377 | -$5,384 | -3.31% | |
| Integrated Wealth Concepts Llc | 0.00% | 11,333 | $137,126 | $132,596 | -$4,530 | -3.30% | |
| Raymond James Financial Inc | 0.00% | 11,276 | $136,438 | $131,929 | -$4,509 | -3.30% | |
| Decision Investments, Inc | 0.15% | 11,050 | $133,705 | $129,285 | -$4,420 | -3.31% | |
| Ubs Group Ag | 0.00% | 10,830 | $131,043 | $126,711 | -$4,332 | -3.31% | |
| Ascentis Independent Advisors | 0.01% | 9,755 | $118,040 | $114,134 | -$3,907 | -3.31% | |
| Osaic Holdings, Inc. | 0.00% | 8,231 | $99,598 | $96,303 | -$3,295 | -3.31% | |
| City Holding Co | 0.01% | 4,117 | $49,815 | $48,169 | -$1,646 | -3.30% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,052 | $49,029 | $47,408 | -$1,621 | -3.31% | |
| Corecap Advisors, Llc | 0.00% | 2,290 | $27,709 | $26,793 | -$916 | -3.31% | |
| Wilmington Savings Fund Society, Fsb | 0.00% | 1,000 | $12,100 | $11,700 | -$400 | -3.31% | |
| Harbour Investments, Inc. | 0.00% | 333 | $4,029 | $3,896 | -$133 | -3.30% | |
| Highline Wealth Partners Llc | 0.00% | 250 | $3,025 | $2,925 | -$100 | -3.31% | |
| Cohen & Steers, Inc. | 0.00% | 133,159 | $1,611 | $1,557,960 | +$1,556,349 | +96607.65% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 14,216 | $172 | $166,327 | +$166,155 | +96601.86% | |
| Gamma Investing Llc | 0.00% | 9 | $109 | $105 | -$4 | -3.39% | |
| Fny Investment Advisers, Llc | 0.00% | 400 | $4 | $4,680 | +$4,676 | +116900.00% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $4 | — | — | — |
Frequently asked questions about ERH
Who owns the most ERH stock?
The largest holders of ERH 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 ALLSPRING UTILITIES AND HIGH (ERH).
Is ERH widely held by superinvestors?
Many widely followed stocks like ERH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ERH 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.