Security Snapshot

WESTERN ASSET INTERMEDIATE MUNI FUND INC. - Common (SBI) Institutional Ownership

CUSIP: 958435109

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

36

Shares (Excl. Options)

3.05MFull value: 3,054,827 · shares · 30 Sep 2026

Price

$6.99

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class
Equity / Common
Symbol
SBI on NYSE
All holders as of 30 Sep 2026
Q3 2026
Total 13F shares
3,054,827
Latest holder snapshot 5 signals
Total 13F value
$21,367,637
Portfolio coverage rank
0%
Share change
+227,683
Value change
+$1,568,171
Number of holders
36
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
14,080,833
SEC-reported price per share
$7.01
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • SBI - WESTERN ASSET INTERMEDIATE MUNI FUND INC. - Common is tracked under CUSIP 958435109.
  • 36 institutions reported positions in Q3 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 59 to 36 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $49.14MFull value: $49,141,329 · USD · 30 Jun 2026
    to
    $21.37MFull value: $21,367,637 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 36 institutions filings for Q3 2026.

Open SEC evidence

Security key

958435109

13F reference period

Q3 2026

13F holders

36

13D/G owners

3

CIK / CUSIP context first

Open Q3 2026 holders SBI full holder history WESTERN ASSET INTERMEDIATE MUNI FUND INC. SEC filings WESTERN ASSET INTERMEDIATE MUNI FUND INC. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
SBI
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
RIVERNORTH CAPITAL MANAGEMENT, LLC 8.6% -13% $9,623,179 -$1,443,891 1,216,584 -13% RIVERNORTH CAPITAL MANAGEMENT, LLC 30 Sep 2025
FIRST TRUST PORTFOLIOS LP 5% -23% $5,288,275 -$1,449,284 703,228 -22% First Trust Portfolios L.P. 30 Jun 2025
SIT INVESTMENT ASSOCIATES INC 4.5% $4,711,658 628,221 Sit Investment Associates, Inc. 17 Mar 2025
As of 30 Sep 2026, 36 institutional investors reported holding
3.05MFull value: 3,054,827 · shares · 30 Sep 2026
shares of WESTERN ASSET INTERMEDIATE MUNI FUND INC. - Common (SBI). This represents 22% of the company’s total
14.08MFull value: 14,080,833 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
21%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 2.3% 328,727 +9.5% 0% $2,297,812
Hennion & Walsh Asset Management, Inc. 1.9% 270,774 -1.9% 0.06% $1,892,710
ROBINSON CAPITAL MANAGEMENT, LLC 1.9% 260,722 +15% 0.93% $1,822,447
Invesco Ltd. 1.8% 256,292 -1.8% 0% $1,791,481
RAYMOND JAMES FINANCIAL INC 1.6% 226,087 +24% 0% $1,580,346
COMMONWEALTH EQUITY SERVICES, LLC 1.4% 198,914 +3.6% 0% $1,390,410
Cetera Investment Advisers 1.3% 177,169 -7.4% 0% $1,238,413
Carson Advisory Inc. 1.2% 165,256 -0.02% 0.55% $1,155,141
LPL Financial LLC 0.93% 130,550 +34% 0% $912,545
Stratos Wealth Partners, LTD. 0.75% 105,000 +106% 0.01% $733,950
Ariadne Wealth Management, LP 0.72% 100,869 0% 0.31% $705,074
Whipplewood Advisors, LLC 0.68% 95,887 +4.9% 0.45% $670,250
Thomas J. Herzfeld Advisors, Inc. 0.6% 84,329 +77% 0.21% $589,460
Rock Point Advisors, LLC 0.44% 61,925 -3.9% 0.11% $432,856
RIVERBRIDGE PARTNERS LLC 0.41% 57,176 +23% 0.01% $399,659
WHITTIER TRUST CO OF NEVADA INC 0.36% 51,341 -35% 0.01% $365,548
Northwest Financial Advisors 0.33% 46,471 0% 0.04% $324,833
MELFA WEALTH MANAGEMENT, INC. 0.33% 46,347 0% 0.18% $323,966
Traub Capital Management LLC 0.32% 45,395 -18% 0.28% $317,311
Noble Wealth Management PBC 0.29% 40,575 -9.4% 0.13% $283,619
Summit Financial Wealth Advisors, LLC 0.29% 40,556 0% 0.04% $283,486
STEPHENS INC /AR/ 0.28% 39,800 +56% 0% $278,202
Mutual Advisors, LLC 0.22% 30,998 0% $216,676
Ashton Thomas Private Wealth, LLC 0.16% 22,070 0% $154,269
Private Advisor Group, LLC 0.16% 22,035 0% $154,025

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 3,054,827 $21,367,637 +$1,568,171 $6.99 36
2026 Q2 6,245,057 $49,141,329 +$2,029,861 $7.87 59
2026 Q1 5,992,100 $46,003,032 +$1,121,132 $7.68 62
2025 Q4 5,893,768 $45,274,844 -$402,826 $7.68 55
2025 Q3 5,926,144 $46,876,117 -$586,633 $7.91 56
2025 Q2 6,077,886 $45,706,119 -$459,149 $7.52 56
2025 Q1 6,093,294 $48,215,879 -$5,582,643 $7.80 59
2024 Q4 6,892,231 $53,352,294 -$1,342,913 $7.74 58
2024 Q3 6,844,044 $56,110,520 -$96,630 $8.20 57
2024 Q2 6,856,168 $53,889,514 -$1,519,064 $7.86 56
2024 Q1 7,049,302 $55,825,305 +$389,530 $7.92 54
2023 Q4 7,243,348 $55,746,577 -$1,438,017 $7.70 61
2023 Q3 7,062,519 $50,575,740 +$3,684,821 $7.16 64
2023 Q2 6,560,440 $49,984,285 +$524,732 $7.62 58
2023 Q1 6,445,947 $50,934,735 +$1,525,804 $7.91 60
2022 Q4 6,298,557 $47,801,031 +$1,300,412 $7.59 58
2022 Q3 6,124,980 $45,005,500 +$2,440,670 $7.35 60
2022 Q2 5,792,993 $46,692,124 +$2,757,186 $8.06 59
2022 Q1 5,766,658 $49,525,802 +$684,724 $8.59 59
2021 Q4 5,676,793 $54,713,916 -$2,531,870 $9.64 56
2021 Q3 5,579,764 $54,398,000 -$359,303 $9.75 54
2021 Q2 5,673,659 $55,426,000 +$1,417,359 $9.77 55
2021 Q1 5,530,768 $51,373,097 +$3,150,607 $9.29 57
2020 Q4 5,235,524 $48,153,400 +$219,276 $9.20 56
2020 Q3 5,102,384 $46,180,120 -$4,102,231 $9.06 51
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