HYI Institutional Ownership & Shareholders
WESTERN ASSET HIGH YIELD DEF (HYI) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $40.60M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of HYI tracked by InsiderSet, reporting ownership valued at approximately $5.50M 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 $4.96M, representing an estimated loss of -9.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed HYI value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Guggenheim Capital Llc, Uncommon Cents Investing Llc, and several other long-term asset managers with concentrated positions in WESTERN ASSET HIGH YIELD DEF (HYI).
This page ranks the largest institutional HYI 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
48
Total Reported Value
$40.60M
Largest Holder
Raymond James Financial Inc
Largest Position
$5.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 517,162 | $5,497,423 | $4,959,584 | -$537,839 | -9.78% | |
| Guggenheim Capital Llc | 0.03% | 385,512 | $4,097,993 | $3,697,060 | -$400,933 | -9.78% | |
| Uncommon Cents Investing Llc | 0.69% | 318,945 | $3,144,798 | $3,058,683 | -$86,115 | -2.74% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 267,803 | $2,846,746 | $2,568,231 | -$278,515 | -9.78% | |
| Wolverine Asset Management Llc | 0.03% | 231,288 | $2,458,591 | $2,218,052 | -$240,539 | -9.78% | |
| Absolute Investment Advisers, Llc | 0.18% | 200,003 | $1,972,030 | $1,918,029 | -$54,001 | -2.74% | |
| Rockefeller Capital Management L.P. | 0.00% | 175,019 | $1,860,459 | $1,678,432 | -$182,027 | -9.78% | |
| Sit Investment Associates Inc | 0.03% | 173,430 | $1,844,000 | $1,663,194 | -$180,806 | -9.81% | |
| 1607 Capital Partners, Llc | 0.15% | 166,567 | $1,770,607 | $1,597,378 | -$173,229 | -9.78% | |
| Shaker Financial Services, Llc | 0.58% | 179,344 | $1,768,332 | $1,719,909 | -$48,423 | -2.74% | |
| Morgan Stanley | 0.00% | 115,647 | $1,229,328 | $1,109,055 | -$120,273 | -9.78% | |
| Quarry Lp | 0.16% | 98,077 | $1,042,558 | $940,558 | -$102,000 | -9.78% | |
| Wells Fargo & Company/Mn | 0.00% | 92,187 | $979,949 | $884,073 | -$95,876 | -9.78% | |
| Tfb Advisors Llc | 0.39% | 83,538 | $888,009 | $801,129 | -$86,880 | -9.78% | |
| Logan Stone Capital, Llc | 0.17% | 73,932 | $785,897 | $709,008 | -$76,889 | -9.78% | |
| Capital Investment Advisors, Llc | 0.01% | 74,856 | $738,081 | $717,869 | -$20,212 | -2.74% | |
| Jones Financial Companies Lllp | 0.00% | 60,774 | $640,554 | $582,823 | -$57,731 | -9.01% | |
| Citadel Advisors Llc | 0.00% | 58,109 | $617,699 | $557,265 | -$60,434 | -9.78% | |
| E&G Advisors, Lp | 0.12% | 62,561 | $616,851 | $599,960 | -$16,891 | -2.74% | |
| Everstar Asset Management, Llc | 0.23% | 44,105 | $468,836 | $422,967 | -$45,869 | -9.78% | |
| Advisors Asset Management, Inc. | 0.01% | 28,459 | $448,798 | $272,922 | -$175,876 | -39.19% | |
| Lpl Financial Llc | 0.00% | 39,765 | $422,703 | $381,346 | -$41,357 | -9.78% | |
| Bank Of America Corp | 0.00% | 36,739 | $390,537 | $352,327 | -$38,210 | -9.78% | |
| Invesco Ltd. | 0.00% | 30,896 | $328,424 | $296,293 | -$32,131 | -9.78% | |
| Rvw Wealth, Llc | 0.02% | 27,623 | $272,363 | $264,905 | -$7,458 | -2.74% | |
| Ionic Capital Management Llc | 0.24% | 23,973 | $254,833 | $229,901 | -$24,932 | -9.78% | |
| Nomura Holdings Inc | 0.00% | 20,000 | $212,600 | $191,800 | -$20,800 | -9.78% | |
| Readystate Asset Management Lp | 0.01% | 19,417 | $206,403 | $186,209 | -$20,194 | -9.78% | |
| Osaic Holdings, Inc. | 0.00% | 17,881 | $190,073 | $171,479 | -$18,594 | -9.78% | |
| Private Management Group Inc | 0.00% | 16,623 | $176,702 | $159,415 | -$17,287 | -9.78% | |
| Cetera Investment Advisers | 0.00% | 16,264 | $172,887 | $155,972 | -$16,915 | -9.78% | |
| Huntleigh Advisors, Inc. | 0.02% | 13,675 | $145,364 | $131,143 | -$14,221 | -9.78% | |
| Hara Capital Llc | 0.07% | 14,600 | $143,956 | $140,014 | -$3,942 | -2.74% | |
| Mra Advisory Group | 0.05% | 13,153 | $129,688 | $126,137 | -$3,551 | -2.74% | |
| Susquehanna International Group, Llp | 0.00% | 11,545 | $122,723 | $110,717 | -$12,006 | -9.78% | |
| Seelaus Asset Management Llc | 0.08% | 11,089 | $109,338 | $106,344 | -$2,994 | -2.74% | |
| Kanen Wealth Management Llc | 0.03% | 10,000 | $106,300 | $95,900 | -$10,400 | -9.78% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 8,121 | $86,326 | $77,880 | -$8,446 | -9.78% | |
| Fifth Third Bancorp | 0.00% | 7,423 | $78,906 | $71,187 | -$7,719 | -9.78% | |
| Ubs Group Ag | 0.00% | 6,884 | $73,177 | $66,018 | -$7,159 | -9.78% | |
| Royal Bank Of Canada | 0.00% | 6,073 | $65,000 | $58,240 | -$6,760 | -10.40% | |
| Quest 10 Wealth Builders, Inc. | 0.02% | 3,008 | $31,980 | $28,847 | -$3,133 | -9.80% | |
| Private Trust Co Na | 0.00% | 2,959 | $29,176 | $28,377 | -$799 | -2.74% | |
| Arax Advisory Partners | 0.00% | 1,892 | $20,112 | $18,144 | -$1,968 | -9.78% | |
| Country Trust Bank | 0.00% | 420 | $4,141 | $4,028 | -$113 | -2.73% | |
| Provenance Wealth Advisors, Llc | 0.00% | 300 | $2,958 | $2,877 | -$81 | -2.74% | |
| Highline Wealth Partners Llc | 0.00% | 250 | $2,465 | $2,398 | -$68 | -2.74% |
Frequently asked questions about HYI
Who are the largest institutional holders of HYI?
The largest institutional holders of HYI reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Guggenheim Capital Llc, Uncommon Cents Investing Llc, Allspring Global Investments Holdings, Llc, and Wolverine Asset Management Llc. InsiderSet ranks institutional holders by their latest reported HYI position.
What is HYI institutional ownership?
This page tracks HYI positions reported by institutional investment managers through SEC Form 13F. WESTERN ASSET HIGH YIELD DEF (HYI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HYI?
InsiderSet currently tracks 48 institutional managers reporting HYI 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 HYI shareholders.
How much HYI stock do institutions own?
Institutional investment managers disclosed approximately $40.60M in HYI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HYI institutional ownership last updated?
The latest HYI 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 HYI 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 HYI position after the reporting date.
Are institutions buying or selling HYI?
Institutional buying and selling can be analyzed by comparing HYI positions across consecutive 13F reporting periods. InsiderSet's HYI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HYI ownership changes.
How has HYI institutional ownership changed over time?
InsiderSet tracks HYI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.