HIX Institutional Ownership & Shareholders
WESTERN ASSET HIGH INC II (HIX) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $63.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of HIX tracked by InsiderSet, reporting ownership valued at approximately $14.24M 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 $12.59M, representing an estimated loss of -11.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed HIX value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Penserra Capital Management Llc, Morgan Stanley, 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
71
Total Reported Value
$63.08M
Largest Holder
Ubs Group Ag
Largest Position
$14.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
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% | 3,596,719 | $14,243,007 | $12,588,517 | -$1,654,491 | -11.62% | |
| Penserra Capital Management Llc | 0.08% | 2,552,829 | $10,109,000 | $8,934,902 | -$1,174,099 | -11.61% | |
| Morgan Stanley | 0.00% | 1,503,139 | $5,952,434 | $5,260,987 | -$691,448 | -11.62% | |
| Wells Fargo & Company/Mn | 0.00% | 1,372,305 | $5,434,327 | $4,803,068 | -$631,260 | -11.62% | |
| Invesco Ltd. | 0.00% | 942,197 | $3,731,100 | $3,297,690 | -$433,411 | -11.62% | |
| Rockefeller Capital Management L.P. | 0.00% | 773,360 | $3,062,506 | $2,706,760 | -$355,746 | -11.62% | |
| Guggenheim Capital Llc | 0.02% | 697,433 | $2,761,835 | $2,441,016 | -$320,820 | -11.62% | |
| Osaic Holdings, Inc. | 0.00% | 655,211 | $2,594,670 | $2,293,239 | -$301,432 | -11.62% | |
| Graniteshares Advisors Llc | 1.61% | 696,232 | $2,457,699 | $2,436,812 | -$20,887 | -0.85% | |
| Ameriprise Financial Inc | 0.00% | 574,694 | $2,275,411 | $2,011,429 | -$263,982 | -11.60% | |
| Nwf Advisory Services Inc. | 0.13% | 387,800 | $1,368,934 | $1,357,300 | -$11,634 | -0.85% | |
| Shaker Financial Services, Llc | 0.41% | 352,768 | $1,245,272 | $1,234,688 | -$10,584 | -0.85% | |
| Raymond James Financial Inc | 0.00% | 190,074 | $752,693 | $665,259 | -$87,434 | -11.62% | |
| Oppenheimer & Co Inc | 0.01% | 173,424 | $612,187 | $606,984 | -$5,203 | -0.85% | |
| Robinson Capital Management, Llc | 0.26% | 147,805 | $585,308 | $517,318 | -$67,991 | -11.62% | |
| Envestnet Asset Management Inc | 0.00% | 129,051 | $511,041 | $451,679 | -$59,363 | -11.62% | |
| Melfa Wealth Management, Inc. | 0.27% | 126,446 | $500,728 | $442,561 | -$58,167 | -11.62% | |
| Lpl Financial Llc | 0.00% | 103,737 | $410,797 | $363,080 | -$47,718 | -11.62% | |
| Sage Capital Advisors,Llc | 0.05% | 76,233 | $269,101 | $266,816 | -$2,286 | -0.85% | |
| Cetera Investment Advisers | 0.00% | 67,178 | $266,026 | $235,123 | -$30,903 | -11.62% | |
| Bank Of America Corp | 0.00% | 58,201 | $230,478 | $203,704 | -$26,775 | -11.62% | |
| Royal Bank Of Canada | 0.00% | 56,931 | $225,000 | $199,259 | -$25,742 | -11.44% | |
| Xtx Topco Ltd | 0.00% | 54,977 | $217,709 | $192,420 | -$25,290 | -11.62% | |
| Aegon Usa Investment Management, Llc | 0.16% | 60,614 | $213,967 | $212,149 | -$1,818 | -0.85% | |
| Alphacore Capital Llc | 0.00% | 49,000 | $194,041 | $171,500 | -$22,541 | -11.62% | |
| Seacrest Wealth Management, Llc | 0.02% | 51,164 | $180,609 | $179,074 | -$1,535 | -0.85% | |
| Susquehanna International Group, Llp | 0.00% | 42,791 | $169,452 | $149,769 | -$19,684 | -11.62% | |
| Mosaic Family Wealth Partners, Llc | 0.01% | 41,764 | $165,386 | $146,174 | -$19,212 | -11.62% | |
| Newedge Advisors, Llc | 0.00% | 38,802 | $153,656 | $135,807 | -$17,849 | -11.62% | |
| Mariner, Llc | 0.00% | 38,786 | $153,593 | $135,751 | -$17,842 | -11.62% | |
| Virtu Financial Llc | 0.00% | 38,008 | $151,000 | $133,028 | -$17,972 | -11.90% | |
| Integrated Advisors Network Llc | 0.01% | 40,435 | $142,736 | $141,523 | -$1,214 | -0.85% | |
| Argyle Capital Partners, Llc | 0.09% | 39,750 | $140,318 | $139,125 | -$1,193 | -0.85% | |
| Apollon Wealth Management, Llc | 0.00% | 38,981 | $137,602 | $136,434 | -$1,169 | -0.85% | |
| Keating Financial Advisory Services, Inc. | 0.01% | 27,500 | $108,900 | $96,250 | -$12,650 | -11.62% | |
| Mra Advisory Group | 0.04% | 28,912 | $102,059 | $101,192 | -$867 | -0.85% | |
| Benjamin Edwards Inc | 0.00% | 25,506 | $101,004 | $89,271 | -$11,733 | -11.62% | |
| Citadel Advisors Llc | 0.00% | 24,824 | $98,303 | $86,884 | -$11,419 | -11.62% | |
| Chicago Partners Investment Group Llc | 0.00% | 28,568 | $95,416 | $99,988 | +$4,572 | +4.79% | |
| Fulton Breakefield Broenniman Llc | 0.01% | 22,800 | $90,288 | $79,800 | -$10,488 | -11.62% | |
| Pfg Investments, Llc | 0.00% | 22,066 | $87,381 | $77,231 | -$10,150 | -11.62% | |
| Steinberganna Wealth Management | 0.03% | 18,873 | $66,620 | $66,056 | -$565 | -0.85% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,291 | $64,570 | $64,019 | -$552 | -0.85% | |
| Sunpointe, Llc | 0.02% | 18,212 | $64,288 | $63,742 | -$546 | -0.85% | |
| Focus Partners Wealth | 0.00% | 16,003 | $63,372 | $56,011 | -$7,362 | -11.62% | |
| United Asset Strategies, Inc. | 0.00% | 16,836 | $59,433 | $58,926 | -$507 | -0.85% | |
| Arq Wealth Advisors, Llc | 0.01% | 16,645 | $58,757 | $58,258 | -$500 | -0.85% | |
| Stonex Group Inc. | 0.00% | 13,512 | $54,291 | $47,292 | -$6,999 | -12.89% | |
| Boothbay Fund Management, Llc | 0.00% | 12,576 | $49,801 | $44,016 | -$5,785 | -11.62% | |
| Kestra Private Wealth Services, Llc | 0.00% | 12,599 | $44,475 | $44,097 | -$379 | -0.85% |
Frequently asked questions about HIX
Who are the largest institutional holders of HIX?
The largest institutional holders of HIX reported in the latest SEC Form 13F filings include Ubs Group Ag, Penserra Capital Management Llc, Morgan Stanley, Wells Fargo & Company/Mn, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported HIX position.
What is HIX institutional ownership?
This page tracks HIX positions reported by institutional investment managers through SEC Form 13F. WESTERN ASSET HIGH INC II (HIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HIX?
InsiderSet currently tracks 71 institutional managers reporting HIX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HIX shareholders.
How much HIX stock do institutions own?
Institutional investment managers disclosed approximately $63.08M in HIX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HIX institutional ownership last updated?
The latest HIX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HIX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HIX position after the reporting date.
Are institutions buying or selling HIX?
Institutional buying and selling can be analyzed by comparing HIX positions across consecutive 13F reporting periods. InsiderSet's HIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HIX ownership changes.
How has HIX institutional ownership changed over time?
InsiderSet tracks HIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.