Western Asset Intermediate Muni Fund Inc.
SBI- Exchange
- NYSE
- SEC CIK
- 0000882300
No open-market purchases or sales by Western Asset Intermediate Muni Fund Inc. insiders were filed in the last 90 days; 59 institutions reported holding it in 13F filings for Q2 2026, worth $49.1M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Dec 31, 2025. 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
- 55
- −2 vs. Q3 2025
- Shares held
- 5.89M
- −32.4K (−0.5%) vs. Q3 2025
- Total value
- $45.3M
- −$1.60M (−3.4%) vs. Q3 2025
- New holders
- 3
- 18 more added
- Sold out
- 5
- 16 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SBI 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 | 59 | $49.1M |
| Q1 2026 | 62 | $46.0M |
| Q4 2025 | 55 | $45.3M |
| Q3 2025 | 57 | $46.9M |
| Q2 2025 | 57 | $45.7M |
| Q1 2025 | 60 | $48.2M |
| Q4 2024 | 58 | $53.4M |
| Q3 2024 | 58 | $56.1M |
| Q2 2024 | 58 | $53.9M |
| Q1 2024 | 57 | $55.9M |
| Q4 2023 | 60 | $54.7M |
| Q3 2023 | 67 | $50.6M |
| Q2 2023 | 60 | $50.0M |
| Q1 2023 | 64 | $51.2M |
| Q4 2022 | 60 | $47.8M |
| Q3 2022 | 63 | $45.0M |
| Q2 2022 | 60 | $46.7M |
| Q1 2022 | 60 | $49.5M |
| Q4 2021 | 60 | $54.7M |
| Q3 2021 | 55 | $54.4M |
| Q2 2021 | 56 | $55.4M |
| Q1 2021 | 60 | $51.5M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,180,537 | $9.07M | 0.43% | −36,047−3.0% | Reduced |
| 1607 Capital Partners, LLC | 437,801 | $3.36M | 0.23% | −82,096−15.8% | Reduced |
| Wells Fargo & Company | 399,208 | $3.07M | 0.00% | +65,251+19.5% | Added |
| Guggenheim Capital LLC | 305,465 | $2.35M | 0.02% | −15,883−4.9% | Reduced |
| Invesco Ltd. | 301,003 | $2.31M | 0.00% | +34,631+13.0% | Added |
| Morgan Stanley | 298,824 | $2.29M | 0.00% | +38,788+14.9% | Added |
| Whitebox Advisors LLC | 204,801 | $1.57M | 0.03% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 196,578 | $1.51M | 0.63% | +2,074+1.1% | Added |
| LPL Financial LLC | 190,855 | $1.47M | 0.00% | +20,265+11.9% | Added |
| Commonwealth Equity Services, LLC | 188,362 | $1.45M | 0.00% | −14,677−7.2% | Reduced |
| Raymond James Financial Inc | 187,459 | $1.44M | 0.00% | −2,210−1.2% | Reduced |
| Cetera Investment Advisers | 177,428 | $1.36M | 0.00% | +2,643+1.5% | Added |
| Allspring Global Investments Holdings, LLC | 172,051 | $1.32M | 0.00% | 00.0% | Unchanged |
| Carson Advisory Inc. | 170,597 | $1.31M | 0.68% | −13,600−7.4% | Reduced |
| Traub Capital Management LLC | 94,791 | $728.0K | 0.70% | −9,788−9.4% | Reduced |
| Whipplewood Advisors, LLC | 91,087 | $699.5K | 0.45% | +1,663+1.9% | Added |
| Pathstone Holdings, LLC | 86,973 | $668.0K | 0.00% | −64,923−42.7% | Reduced |
| UBS Group AG | 86,261 | $662.5K | 0.00% | +8,822+11.4% | Added |
| Whittier Trust Co of Nevada Inc | 81,242 | $628.8K | 0.01% | −15,668−16.2% | Reduced |
| Rock Point Advisors, LLC | 70,925 | $544.7K | 0.14% | +7,000+11.0% | Added |
| Warren Averett Asset Management, LLC | 64,525 | $495.5K | 0.00% | −7,471−10.4% | Reduced |
| Royal Bank of Canada | 62,781 | $482.0K | 0.00% | +2,165+3.6% | Added |
| Bank of New York Mellon Corp | 61,046 | $468.8K | 0.00% | −12,643−17.2% | Reduced |
| Concorde Asset Management, LLC | 56,178 | $431.5K | 0.17% | +4,887+9.5% | Added |
| Logan Stone Capital, LLC | 54,685 | $420.0K | 0.10% | +39,790+267.1% | Added |
| Kempner Capital Management Inc. | 47,800 | $371.0K | 0.35% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 46,556 | $357.6K | 0.05% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 46,347 | $355.9K | 0.21% | 00.0% | Unchanged |
| Northwest Financial Advisors | 43,870 | $336.9K | 0.69% | +30,370+225.0% | Added |
| Whittier Trust Co | 41,343 | $320.0K | 0.00% | −1,577−3.7% | Reduced |
| Riverbridge Partners LLC | 40,871 | $313.9K | 0.01% | −162−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 35,565 | $273.1K | 0.00% | +10,576+42.3% | Added |
| Noble Wealth Management PBC | 34,491 | $264.9K | 0.13% | −5,850−14.5% | Reduced |
| Castle Wealth Management LLC | 32,451 | $249.2K | 0.08% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 27,634 | $212.2K | 0.13% | −907−3.2% | Reduced |
| Wolverine Asset Management LLC | 25,480 | $195.7K | 0.00% | +25,480 | New |
| Stephens Inc | 24,800 | $190.5K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 23,801 | $182.8K | 0.00% | +2,103+9.7% | Added |
| Sit Investment Associates Inc | 21,200 | $163.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 19,850 | $152.0K | 0.00% | +2,200+12.5% | Added |
| Mariner, LLC | 19,618 | $150.7K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 17,477 | $134.2K | 0.08% | +17,477 | New |
| Blue Bell Private Wealth Management, LLC | 16,809 | $129.1K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $116.0K | 0.01% | 00.0% | Unchanged |
| GatePass Capital, LLC | 15,000 | $115.2K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,861 | $114.0K | 0.00% | +14,861 | New |
| HighTower Advisors, LLC | 14,653 | $112.5K | 0.00% | −4,713−24.3% | Reduced |
| Private Advisor Group, LLC | 13,678 | $105.0K | 0.00% | +2,125+18.4% | Added |
| Rothschild Investment LLC | 12,500 | $96.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,197 | $78.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,865 | $60.4K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,000 | $7.68K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 665 | $5.11K | 0.00% | +15+2.3% | Added |
| SOA Wealth Advisors, LLC. | 483 | $3.71K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $2.53K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −24,475−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −22,463−100.0% | Sold out |
| Aquire Wealth Advisors, LLC | 0 | $0 | 0.00% | −19,660−100.0% | Sold out |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |