WESTERN ASSET HIGH YIELD DEF (HYI) Institutional Shareholders
WESTERN ASSET HIGH YIELD DEF (HYI) 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 $42.37M in HYI holdings during the latest filing period.
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 $5.25M, representing an estimated loss of -4.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed HYI value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Guggenheim Capital Llc, Shaker Financial Services, 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
46
Total Reported Value
$42.37M
Largest Holder
Raymond James Financial Inc
Largest Position
$5.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
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 | $5,249,194 | -$248,229 | -4.52% | |
| Guggenheim Capital Llc | 0.03% | 385,512 | $4,097,993 | $3,912,947 | -$185,046 | -4.52% | |
| Shaker Financial Services, Llc | 1.10% | 329,087 | $3,498,195 | $3,340,233 | -$157,962 | -4.52% | |
| Uncommon Cents Investing Llc | 0.71% | 307,820 | $3,272,127 | $3,124,373 | -$147,754 | -4.52% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 267,803 | $2,846,746 | $2,718,200 | -$128,546 | -4.52% | |
| Absolute Investment Advisers, Llc | 0.25% | 245,966 | $2,614,619 | $2,496,555 | -$118,064 | -4.52% | |
| Wolverine Asset Management Llc | 0.03% | 231,288 | $2,458,591 | $2,347,573 | -$111,018 | -4.52% | |
| Rockefeller Capital Management L.P. | 0.00% | 175,019 | $1,860,459 | $1,776,443 | -$84,016 | -4.52% | |
| Sit Investment Associates Inc | 0.03% | 173,430 | $1,844,000 | $1,760,315 | -$83,686 | -4.54% | |
| 1607 Capital Partners, Llc | 0.15% | 166,567 | $1,770,607 | $1,690,655 | -$79,952 | -4.52% | |
| Morgan Stanley | 0.00% | 115,647 | $1,229,328 | $1,173,817 | -$55,511 | -4.52% | |
| Quarry Lp | 0.16% | 98,077 | $1,042,558 | $995,482 | -$47,076 | -4.52% | |
| Wells Fargo & Company/Mn | 0.00% | 92,187 | $979,949 | $935,698 | -$44,251 | -4.52% | |
| Capital Investment Advisors, Llc | 0.01% | 83,799 | $890,785 | $850,560 | -$40,225 | -4.52% | |
| Tfb Advisors Llc | 0.39% | 83,538 | $888,009 | $847,911 | -$40,098 | -4.52% | |
| Logan Stone Capital, Llc | 0.17% | 73,932 | $785,897 | $750,410 | -$35,487 | -4.52% | |
| E&G Advisors, Lp | 0.13% | 63,131 | $671,083 | $640,780 | -$30,303 | -4.52% | |
| Jones Financial Companies Lllp | 0.00% | 60,774 | $640,554 | $616,856 | -$23,698 | -3.70% | |
| Citadel Advisors Llc | 0.00% | 58,109 | $617,699 | $589,806 | -$27,893 | -4.52% | |
| Everstar Asset Management, Llc | 0.23% | 44,105 | $468,836 | $447,666 | -$21,170 | -4.52% | |
| Advisors Asset Management, Inc. | 0.01% | 28,459 | $448,798 | $288,859 | -$159,939 | -35.64% | |
| Lpl Financial Llc | 0.00% | 39,765 | $422,703 | $403,615 | -$19,088 | -4.52% | |
| Bank Of America Corp | 0.00% | 36,739 | $390,537 | $372,901 | -$17,636 | -4.52% | |
| Invesco Ltd. | 0.00% | 30,896 | $328,424 | $313,594 | -$14,830 | -4.52% | |
| Rvw Wealth, Llc | 0.02% | 27,623 | $293,632 | $280,373 | -$13,259 | -4.52% | |
| Ionic Capital Management Llc | 0.24% | 23,973 | $254,833 | $243,326 | -$11,507 | -4.52% | |
| Nomura Holdings Inc | 0.00% | 20,000 | $212,600 | $203,000 | -$9,600 | -4.52% | |
| Readystate Asset Management Lp | 0.01% | 19,417 | $206,403 | $197,083 | -$9,320 | -4.52% | |
| Osaic Holdings, Inc. | 0.00% | 17,881 | $190,073 | $181,492 | -$8,581 | -4.51% | |
| Hara Capital Llc | 0.09% | 16,900 | $179,647 | $171,535 | -$8,112 | -4.52% | |
| Private Management Group Inc | 0.00% | 16,623 | $176,702 | $168,723 | -$7,979 | -4.52% | |
| Cetera Investment Advisers | 0.00% | 16,264 | $172,887 | $165,080 | -$7,807 | -4.52% | |
| Huntleigh Advisors, Inc. | 0.02% | 13,675 | $145,364 | $138,801 | -$6,563 | -4.51% | |
| Mra Advisory Group | 0.05% | 13,081 | $139,050 | $132,772 | -$6,278 | -4.51% | |
| Susquehanna International Group, Llp | 0.00% | 11,545 | $122,723 | $117,182 | -$5,541 | -4.52% | |
| Seelaus Asset Management Llc | 0.08% | 10,796 | $114,761 | $109,579 | -$5,182 | -4.52% | |
| Kanen Wealth Management Llc | 0.03% | 10,000 | $106,300 | $101,500 | -$4,800 | -4.52% | |
| International Assets Investment Management, Llc | 0.01% | 9,155 | $97,684 | $92,923 | -$4,761 | -4.87% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 8,121 | $86,326 | $82,428 | -$3,898 | -4.52% | |
| Fifth Third Bancorp | 0.00% | 7,423 | $78,906 | $75,343 | -$3,563 | -4.51% | |
| Ubs Group Ag | 0.00% | 6,884 | $73,177 | $69,873 | -$3,304 | -4.52% | |
| Royal Bank Of Canada | 0.00% | 6,073 | $65,000 | $61,641 | -$3,359 | -5.17% | |
| Quest 10 Wealth Builders, Inc. | 0.02% | 3,008 | $31,980 | $30,531 | -$1,449 | -4.53% | |
| Private Trust Co Na | 0.00% | 2,959 | $31,454 | $30,034 | -$1,420 | -4.52% | |
| Arax Advisory Partners | 0.00% | 1,892 | $20,112 | $19,204 | -$908 | -4.52% | |
| Highline Wealth Partners Llc | 0.00% | 250 | $2,658 | $2,538 | -$121 | -4.53% |
Frequently asked questions about HYI
Who owns the most HYI stock?
The largest holders of HYI 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 YIELD DEF (HYI).
Is HYI widely held by superinvestors?
Many widely followed stocks like HYI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HYI 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.