WESTERN ASSET HIGH INC II (HIX) Top Institutional Shareholders
WESTERN ASSET HIGH INC II (HIX) 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 $55.68M in HIX holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of HIX tracked by InsiderSet, reporting ownership valued at approximately $16.08M 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 $16.04M, representing an estimated loss of -0.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed HIX value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in WESTERN ASSET HIGH INC II (HIX).
This page ranks the largest institutional HIX 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
86
Total Reported Value
$55.68M
Largest Holder
Ubs Group Ag
Largest Position
$16.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 4,041,130 | $16,083,698 | $16,043,286 | -$40,412 | -0.25% | |
| Morgan Stanley | 0.00% | 1,640,675 | $6,529,892 | $6,513,480 | -$16,412 | -0.25% | |
| Wells Fargo & Company/Mn | 0.00% | 1,161,886 | $4,624,307 | $4,612,687 | -$11,620 | -0.25% | |
| Invesco Ltd. | 0.00% | 914,611 | $3,640,152 | $3,631,006 | -$9,146 | -0.25% | |
| Guggenheim Capital Llc | 0.02% | 658,691 | $2,621,590 | $2,615,003 | -$6,587 | -0.25% | |
| Osaic Holdings, Inc. | 0.00% | 639,536 | $2,545,373 | $2,538,958 | -$6,415 | -0.25% | |
| Graniteshares Advisors Llc | 1.71% | 595,740 | $2,371,045 | $2,365,088 | -$5,957 | -0.25% | |
| Ameriprise Financial Inc | 0.00% | 523,881 | $2,084,232 | $2,079,808 | -$4,424 | -0.21% | |
| Rockefeller Capital Management L.P. | 0.00% | 512,145 | $2,038,337 | $2,033,216 | -$5,121 | -0.25% | |
| Nwf Advisory Services Inc. | 0.21% | 456,440 | $1,816,631 | $1,812,067 | -$4,564 | -0.25% | |
| Shaker Financial Services, Llc | 0.42% | 300,395 | $1,195,573 | $1,192,568 | -$3,005 | -0.25% | |
| Oppenheimer & Co Inc | 0.01% | 217,790 | $866,804 | $864,626 | -$2,178 | -0.25% | |
| Envestnet Asset Management Inc | 0.00% | 184,437 | $734,059 | $732,215 | -$1,844 | -0.25% | |
| Citadel Advisors Llc | 0.00% | 158,613 | $631,280 | $629,694 | -$1,586 | -0.25% | |
| Raymond James Financial Inc | 0.00% | 153,914 | $612,576 | $611,039 | -$1,537 | -0.25% | |
| Robinson Capital Management, Llc | 0.27% | 147,805 | $594,176 | $586,786 | -$7,390 | -1.24% | |
| Melfa Wealth Management, Inc. | 0.29% | 126,446 | $503,257 | $501,991 | -$1,266 | -0.25% | |
| Lpl Financial Llc | 0.00% | 116,368 | $463,145 | $461,981 | -$1,164 | -0.25% | |
| World Investment Advisors | 0.01% | 100,512 | $400,037 | $399,033 | -$1,004 | -0.25% | |
| Total Wealth Planning & Management, Inc. | 0.25% | 78,862 | $313,871 | $313,082 | -$789 | -0.25% | |
| Sage Capital Advisors,Llc | 0.07% | 74,055 | $294,740 | $293,998 | -$742 | -0.25% | |
| Cetera Investment Advisers | 0.00% | 68,831 | $273,949 | $273,259 | -$690 | -0.25% | |
| Aegon Usa Investment Management, Llc | 0.19% | 60,614 | $241,244 | $240,638 | -$606 | -0.25% | |
| Wolverine Asset Management Llc | 0.00% | 56,580 | $225,188 | $224,623 | -$565 | -0.25% | |
| Royal Bank Of Canada | 0.00% | 56,198 | $223,000 | $223,106 | +$106 | +0.05% | |
| Alphacore Capital Llc | 0.01% | 55,500 | $220,891 | $220,335 | -$556 | -0.25% | |
| Absolute Investment Advisers, Llc | 0.02% | 52,624 | $209,444 | $208,917 | -$527 | -0.25% | |
| Nomura Holdings Inc | 0.00% | 50,000 | $199,000 | $198,500 | -$500 | -0.25% | |
| Argyle Capital Partners, Llc | 0.14% | 47,933 | $190,773 | $190,294 | -$479 | -0.25% | |
| Chicago Partners Investment Group Llc | 0.00% | 44,043 | $178,817 | $174,851 | -$3,966 | -2.22% | |
| Mosaic Family Wealth Partners, Llc | 0.02% | 41,024 | $163,275 | $162,865 | -$410 | -0.25% | |
| Integrated Advisors Network Llc | 0.01% | 40,435 | $160,932 | $160,527 | -$405 | -0.25% | |
| Sunpointe, Llc | 0.05% | 36,411 | $144,916 | $144,552 | -$364 | -0.25% | |
| Apollon Wealth Management, Llc | 0.00% | 33,675 | $134,025 | $133,690 | -$335 | -0.25% | |
| Keating Financial Advisory Services, Inc. | 0.02% | 27,500 | $109,450 | $109,175 | -$275 | -0.25% | |
| Mra Advisory Group | 0.04% | 27,099 | $107,853 | $107,583 | -$270 | -0.25% | |
| Commonwealth Equity Services, Llc | 0.00% | 26,998 | $107,456 | $107,182 | -$274 | -0.25% | |
| Mariner, Llc | 0.00% | 27,286 | $102,890 | $108,325 | +$5,435 | +5.28% | |
| Integrity Advisory Solutions, Llc | 0.01% | 25,724 | $102,382 | $102,124 | -$258 | -0.25% | |
| Xtx Topco Ltd | 0.00% | 24,833 | $98,835 | $98,587 | -$248 | -0.25% | |
| Benjamin Edwards Inc | 0.00% | 24,777 | $98,612 | $98,365 | -$247 | -0.25% | |
| Bank Of America Corp | 0.00% | 23,019 | $91,615 | $91,385 | -$230 | -0.25% | |
| Fulton Breakefield Broenniman Llc | 0.01% | 22,800 | $90,744 | $90,516 | -$228 | -0.25% | |
| Susquehanna International Group, Llp | 0.00% | 22,647 | $90,135 | $89,909 | -$226 | -0.25% | |
| Pfg Investments, Llc | 0.00% | 22,066 | $87,823 | $87,602 | -$221 | -0.25% | |
| Quarry Lp | 0.02% | 21,923 | $87,254 | $87,034 | -$220 | -0.25% | |
| Steinberganna Wealth Management | 0.04% | 21,011 | $83,623 | $83,414 | -$209 | -0.25% | |
| Millennium Management Llc | 0.00% | 19,068 | $75,891 | $75,700 | -$191 | -0.25% | |
| D.A. Davidson & Co. | 0.00% | 18,506 | $73,655 | $73,469 | -$186 | -0.25% | |
| Choreo, Llc | 0.00% | 17,444 | $69,427 | $69,253 | -$174 | -0.25% |
Frequently asked questions about HIX
Who owns the most HIX stock?
The largest holders of HIX 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 WESTERN ASSET HIGH INC II (HIX).
Is HIX widely held by superinvestors?
Many widely followed stocks like HIX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HIX 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.