Western Asset Mortgage Opportunity Fund Inc.
DMO- Exchange
- NYSE
- SEC CIK
- 0001478102
No open-market purchases or sales by Western Asset Mortgage Opportunity Fund Inc. insiders were filed in the last 90 days; 43 institutions reported holding it in 13F filings for Q2 2026, worth $27.8M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 44
- +2 vs. Q4 2025
- Shares held
- 2.47M
- +260.7K (+11.8%) vs. Q4 2025
- Total value
- $26.6M
- +$2.14M (+8.8%) vs. Q4 2025
- New holders
- 8
- 13 more added
- Sold out
- 6
- 13 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 43 | $27.8M |
| Q1 2026 | 44 | $26.6M |
| Q4 2025 | 43 | $24.5M |
| Q3 2025 | 43 | $27.4M |
| Q2 2025 | 38 | $29.2M |
| Q1 2025 | 42 | $30.1M |
| Q4 2024 | 40 | $28.8M |
| Q3 2024 | 45 | $27.3M |
| Q2 2024 | 47 | $30.6M |
| Q1 2024 | 47 | $39.9M |
| Q4 2023 | 44 | $37.6M |
| Q3 2023 | 48 | $37.9M |
| Q2 2023 | 49 | $38.7M |
| Q1 2023 | 49 | $39.7M |
| Q4 2022 | 48 | $38.0M |
| Q3 2022 | 45 | $38.7M |
| Q2 2022 | 52 | $39.4M |
| Q1 2022 | 46 | $40.9M |
| Q4 2021 | 44 | $43.5M |
| Q3 2021 | 43 | $42.8M |
| Q2 2021 | 44 | $39.7M |
| Q1 2021 | 45 | $34.3M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $16 | 0.00% | −1−50.0% | Reduced |
| Citigroup Inc | 4 | $43 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 166 | $1.78K | 0.00% | +166 | New |
| Fifth Third Bancorp | 232 | $2.49K | 0.00% | +232 | New |
| BNP Paribas Arbitrage, SA | 316 | $3.40K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 317 | $3.41K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 590 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 603 | $6.49K | 0.00% | +280+86.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,230 | $13.2K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 1,449 | $15.6K | 0.01% | +1,449 | New |
| MAI Capital Management | 1,694 | $18.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,600 | $60.2K | 0.00% | −800−12.5% | Reduced |
| CoreCap Advisors, LLC | 6,400 | $68.8K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,578 | $114.0K | 0.00% | +10,578 | New |
| MML Investors Services, LLC | 10,641 | $114.4K | 0.00% | −2,824−21.0% | Reduced |
| Equitable Holdings, Inc. | 11,615 | $128.5K | 0.00% | +11,615 | New |
| UBS Group AG | 13,929 | $149.7K | 0.00% | −12,875−48.0% | Reduced |
| Susquehanna International Group, LLP | 14,220 | $152.9K | 0.00% | +14,220 | New |
| RSM US Wealth Management LLC | 15,498 | $166.6K | 0.00% | −560−3.5% | Reduced |
| Oppenheimer & Co Inc | 15,500 | $166.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 17,109 | $183.9K | 0.00% | +70+0.4% | Added |
| Integrated Capital Management, Inc. | 17,566 | $188.8K | 0.13% | −108−0.6% | Reduced |
| Journey Strategic Wealth LLC | 28,850 | $310.1K | 0.01% | +15,500+116.1% | Added |
| SeaCrest Wealth Management, LLC | 31,280 | $336.3K | 0.04% | −1,092−3.4% | Reduced |
| Commonwealth Equity Services, LLC | 33,988 | $365.4K | 0.00% | −1,909−5.3% | Reduced |
| Noble Wealth Management PBC | 34,797 | $374.1K | 0.19% | +20,900+150.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,301 | $390.0K | 0.00% | −1,006−2.7% | Reduced |
| Cohen & Steers, Inc. | 40,000 | $430.0K | 0.00% | +40,000 | New |
| Aviance Capital Partners, LLC | 41,174 | $442.6K | 0.05% | +626+1.5% | Added |
| Advisor Group Holdings, Inc. | 41,585 | $447.1K | 0.00% | −5,075−10.9% | Reduced |
| GWM Advisors LLC | 45,921 | $493.7K | 0.00% | −1,200−2.5% | Reduced |
| Robinson Capital Management, LLC | 53,687 | $595.4K | 0.27% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 82,596 | $888.0K | 0.01% | +4,952+6.4% | Added |
| Sit Investment Associates Inc | 90,282 | $971.0K | 0.02% | +90,282 | New |
| Thomas J. Herzfeld Advisors, Inc. | 114,887 | $1.24M | 0.42% | −6,965−5.7% | Reduced |
| Venture Visionary Partners LLC | 124,968 | $1.34M | 0.04% | +500.0% | Added |
| Baird Financial Group, Inc. | 134,409 | $1.44M | 0.00% | +7,753+6.1% | Added |
| Guggenheim Capital LLC | 134,573 | $1.45M | 0.01% | +74,234+123.0% | Added |
| Raymond James Financial Inc | 148,042 | $1.59M | 0.00% | +37,085+33.4% | Added |
| Morgan Stanley | 194,911 | $2.10M | 0.00% | +24,992+14.7% | Added |
| Envestnet Asset Management Inc | 226,534 | $2.44M | 0.00% | −35,794−13.6% | Reduced |
| LPL Financial LLC | 284,570 | $3.06M | 0.00% | +32,980+13.1% | Added |
| Royal Bank of Canada | 401,952 | $4.32M | 0.00% | +10,721+2.7% | Added |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −33,392−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,634−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −1,177−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |