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| Happy Holidays!! thanks for using AUM13F!! |
| Western Asset Management Company LLC
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| CRD # | 110441 |
| SEC # | 801-8162 |
| CIK # | 0001138897 |
| AUM | $298.7 B (2025-05-01) |
| Employees | 471 (14% Investors, 10% Brokers) |
| Phone | 626-844-9400 |
| Address | 385 E Colorado Blvd Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Spirit Airlines Inc | 0.0 | ||
| Oasis Petroleum Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| SA | Crown City CLO VI | 2025-02-26 | 417.4 | |
| HF | Western Asset Investment Grade Commercial Mortgage LLC | 2024-12-23 | 450.6 | |
| HF | Crown City CLO V | 2023-12-20 | 399.1 | |
| HF | Western Asset Emerging Markets Diversified Debt Fund LLC | 2023-12-20 | 87.5 | |
| HF | Western Asset Frontier Fund Ltd | 2023-12-20 | 67.3 | |
| SA | Crown City CLO III | 2022-12-22 | 342.8 | |
| SA | Crown City CLO IV | 2022-12-22 | 397.3 | |
| SA | Crown City CLO II | 2021-06-25 | 344.2 | |
| HF | Western Asset Risk Balanced Credit LLC | 2021-06-25 | 12.7 | |
| HF | Western Asset Sustainable Macro Opportunities Ltd | 2021-06-25 | 0.4 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34,383 | 9.8 |
| (b) Individuals (high net worth individuals) | 143 | 0.9 |
| (c) Banking or thrift institutions | 5 | 0.0 |
| (d) Investment companies | 81 | 95.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 77 | 34.8 |
| (g) Pension and profit sharing plans | 652 | 34.1 |
| (h) Charitable organizations | 504 | 11.2 |
| (i) State or municipal government entities | 57 | 26.3 |
| (j) Other investment advisers | 4 | 4.5 |
| (k) Insurance companies | 40 | 56.7 |
| (l) Sovereign wealth funds and foreign official institutions | 5 | 10.8 |
| (m) Corporations or other businesses not listed above | 824 | 13.7 |
| (n) Other | 0 | 0.0 |
| Total | 36,775 | 298.7 |
| By Discretionary | ||
| Discretionary | 36,772 | 294.2 |
| Non-Discretionary | 3 | 4.5 |
| Total | 36,775 | 298.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 298.6 | |
| Total | 36,775 | 298.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001138897] | |
| 3 | [0001138897] | |
| 4 | [0001138897] | |
| SC 13G | [0001138897] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Western Asset Management Company LLC | Oasis Petroleum Inc | [2021-02-11] |
| Western Asset Management Company LLC | Berry Petroleum Corp | [2019-02-14] |
| Western Asset Management Co | Hercules Offshore Inc | [2016-02-16] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BlackRock Investment Management LLC
✚
|
NJ | 508.2 |
|
Franklin Advisers Inc
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|
CA | 467.0 |
|
Teachers Advisors LLC
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|
NY | 403.0 |
|
Nuveen Asset Management LLC
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|
IL | 259.9 |
|
Hightower Advisors LLC
✚
|
IL | 164.8 |
|
Victory Capital Management Inc
✚
|
TX | 152.3 |
|
Fort Washington Investment Advisors Inc
✚
|
OH | 84.9 |
|
Metropolitan West Asset Management LLC
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|
CA | 82.5 |
|
WCM Investment Management LLC
✚
|
CA | 74.7 |
|
TCW Asset Management Company LLC
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|
CA | 70.4 |