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, Q1 2026
Institutional positions in Western Asset Intermediate Muni 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
- 62
- +8 vs. Q4 2025
- Shares held
- 5.99M
- +146.1K (+2.5%) vs. Q4 2025
- Total value
- $46.0M
- +$1.10M (+2.4%) vs. Q4 2025
- New holders
- 9
- 20 more added
- Sold out
- 1
- 16 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 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, Q1 2026
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spire Wealth Management | 330 | $2.53K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 483 | $3.71K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 675 | $5.19K | 0.00% | +10+1.5% | Added |
| Highline Wealth Partners LLC | 1,000 | $7.68K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,454 | $11.0K | 0.00% | +1,454 | New |
| Northwestern Mutual Wealth Management Co | 2,639 | $20.3K | 0.00% | +2,639 | New |
| Allworth Financial LP | 3,000 | $23.0K | 0.00% | +3,000 | New |
| Gill Capital Partners, LLC | 3,256 | $25.0K | 0.01% | +3,256 | New |
| Steward Partners Investment Advisory, LLC | 7,865 | $60.4K | 0.00% | 00.0% | Unchanged |
| GatePass Capital, LLC | 10,000 | $76.8K | 0.04% | −5,000−33.3% | Reduced |
| Mercer Global Advisors Inc | 10,197 | $78.3K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 10,306 | $79.2K | 0.04% | +10,306 | New |
| HighTower Advisors, LLC | 10,430 | $80.1K | 0.00% | −4,223−28.8% | Reduced |
| Susquehanna International Group, LLP | 12,061 | $92.6K | 0.00% | +12,061 | New |
| Rothschild Investment LLC | 12,500 | $96.0K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $116.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 16,809 | $129.1K | 0.02% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 17,477 | $134.2K | 0.14% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 18,143 | $139.3K | 0.00% | +18,143 | New |
| Mariner, LLC | 19,618 | $150.7K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 19,850 | $152.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 22,035 | $169.2K | 0.00% | +8,357+61.1% | Added |
| Stephens Inc | 24,800 | $190.5K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 25,913 | $199.0K | 0.00% | +2,112+8.9% | Added |
| Sit Investment Associates Inc | 27,928 | $214.0K | 0.00% | +6,728+31.7% | Added |
| Basepoint Wealth LLC | 28,084 | $215.7K | 0.12% | +450+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,787 | $236.0K | 0.00% | +15,926+107.2% | Added |
| Castle Wealth Management LLC | 32,451 | $249.2K | 0.08% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 34,423 | $264.4K | 0.14% | −68−0.2% | Reduced |
| Logan Stone Capital, LLC | 40,318 | $309.6K | 0.09% | −14,367−26.3% | Reduced |
| Whittier Trust Co | 41,396 | $314.6K | 0.00% | +53+0.1% | Added |
| Concorde Asset Management, LLC | 42,005 | $322.6K | 0.16% | −14,173−25.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 42,556 | $326.8K | 0.05% | −4,000−8.6% | Reduced |
| Melfa Wealth Management, LLC | 46,347 | $355.9K | 0.20% | 00.0% | Unchanged |
| Northwest Financial Advisors | 46,461 | $356.8K | 0.69% | +2,591+5.9% | Added |
| Riverbridge Partners LLC | 48,234 | $370.4K | 0.01% | +7,363+18.0% | Added |
| Independent Advisor Alliance | 50,251 | $385.9K | 0.00% | +50,251 | New |
| Warren Averett Asset Management, LLC | 59,963 | $460.5K | 0.00% | −4,562−7.1% | Reduced |
| Bank of New York Mellon Corp | 61,047 | $468.8K | 0.00% | +10.0% | Added |
| Rock Point Advisors, LLC | 66,925 | $514.0K | 0.14% | −4,000−5.6% | Reduced |
| Royal Bank of Canada | 67,497 | $518.0K | 0.00% | +4,716+7.5% | Added |
| UBS Group AG | 77,243 | $593.2K | 0.00% | −9,018−10.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 81,546 | $619.8K | 0.01% | +304+0.4% | Added |
| Traub Capital Management LLC | 86,839 | $666.9K | 0.66% | −7,952−8.4% | Reduced |
| LPL Financial LLC | 89,164 | $684.8K | 0.00% | −101,691−53.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 90,530 | $695.3K | 0.02% | +90,530 | New |
| Whipplewood Advisors, LLC | 91,874 | $705.6K | 0.37% | +787+0.9% | Added |
| Advisor Group Holdings, Inc. | 93,993 | $721.9K | 0.00% | +58,428+164.3% | Added |
| Pathstone Holdings, LLC | 163,208 | $1.25M | 0.00% | +76,235+87.7% | Added |
| Carson Advisory Inc. | 168,597 | $1.29M | 0.67% | −2,000−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 172,051 | $1.32M | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 180,685 | $1.39M | 0.00% | +3,257+1.8% | Added |
| Raymond James Financial Inc | 182,798 | $1.40M | 0.00% | −4,661−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 191,062 | $1.47M | 0.00% | +2,700+1.4% | Added |
| Whitebox Advisors LLC | 204,801 | $1.57M | 0.02% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 227,014 | $1.74M | 0.78% | +30,436+15.5% | Added |
| Invesco Ltd. | 260,858 | $2.00M | 0.00% | −40,145−13.3% | Reduced |
| Guggenheim Capital LLC | 296,924 | $2.28M | 0.02% | −8,541−2.8% | Reduced |
| Morgan Stanley | 312,300 | $2.40M | 0.00% | +13,476+4.5% | Added |
| Wells Fargo & Company | 362,255 | $2.78M | 0.00% | −36,953−9.3% | Reduced |
| 1607 Capital Partners, LLC | 437,801 | $3.36M | 0.24% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 1,187,933 | $9.12M | 0.46% | +7,396+0.6% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −25,480−100.0% | Sold out |
| Kempner Capital Management Inc. | – | – | – | – | Not filed |