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5%+ stakes · Schedule 13D and 13G

Western Asset Premier Bond Fund: 5%+ holders

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Who has reported owning 5% or more of Western Asset Premier Bond Fund, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Western Asset Premier Bond Fund. The largest reported stake is Morgan Stanley's, at 17.8%. 5 filings are on record since July 11, 2025 (Schedule 13G/A, May 12, 2026).

Allspring Global Investments Holdings, LLC also filed stake reports on 49 other companies ↓

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Key facts

  • · Reporting person: Sit Investment Associates Inc · Sole voting: 0 · Shared voting: 1,265,260 · Sole dispositive: 0 · Shared dispositive: 1,265,260 · SCHEDULE 13G/A, 2026-11-05
  • · Reporting person: Morgan Stanley · Sole voting: 0 · Shared voting: 1 · Sole dispositive: 0 · Shared dispositive: 2,106,991 · SCHEDULE 13G/A, 2026-05-12
  • · Reporting person: First Trust Portfolios L.P. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 507,542 · SCHEDULE 13G/A, 2025-10-31
  • · Holder: Morgan Stanley · Percent: 15.6% · SCHEDULE 13G/A
  • · Reporting person: Allspring Global Investments Holdings, LLC · Sole voting: 287,071 · Shared voting: 0 · Sole dispositive: 524,049 · Shared dispositive: 0 · SCHEDULE 13G/A, 2025-07-11
At 5% or more2
Filings5
Latest filing2026-11-05

Western Asset Premier Bond Fund has 5 Schedule 13D or 13G filings on record since 2025-07-11. 2 holders' latest filing reports 5% or more of common. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
17.8%2,106,991SCHEDULE 13G/A, 2026-05-122026-03-31
Sit Investment Associates Inc10.7%1,265,260SCHEDULE 13G/A, 2026-11-052026-10-30
Allspring Global Investments Holdings, LLC4.4%524,049SCHEDULE 13G/A, 2025-07-112025-06-30
First Trust Portfolios L.P.4.28%507,542SCHEDULE 13G/A, 2025-10-312025-09-30

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Keep reading

More on Western Asset Premier Bond Fund and the records around it.

Western Asset Premier Bond Fund elsewhere on the record

Companies that share a holder

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What the Full Report on Western Asset Premier Bond Fund covers

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  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

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  8. Sources

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Morgan Stanley0102,106,991SCHEDULE 13G/A, 2026-05-12
Morgan Stanley Smith Barney LLC0102,106,991SCHEDULE 13G/A, 2026-05-12
Sit Investment Associates Inc01,265,26001,265,260SCHEDULE 13G/A, 2026-11-05
Sit Fixed Income Advisors Ii LLC01,265,26001,265,260SCHEDULE 13G/A, 2026-11-05
Allspring Global Investments Holdings, LLC287,0710524,0490SCHEDULE 13G/A, 2025-07-11
First Trust Portfolios L.P.000507,542SCHEDULE 13G/A, 2025-10-31
First Trust Advisors L.P.000507,542SCHEDULE 13G/A, 2025-10-31
The Charger Corporation000507,542SCHEDULE 13G/A, 2025-10-31

The latest filing identifies Western Asset Premier Bond Fund by CUSIP 957664105 and gives its principal executive office as One Madison Avenue, 17th Floor, New York, NY 10010 (SCHEDULE 13G/A, 2026-11-05).

Timeline

FiledHolderPercentFiling
2025-07-11Allspring Global Investments Holdings, LLC4.4%SCHEDULE 13G/A
2025-08-07Morgan Stanley15.6%SCHEDULE 13G/A
2025-10-31First Trust Portfolios L.P.4.28%SCHEDULE 13G/A
2026-05-12Morgan Stanley17.8%SCHEDULE 13G/A
2026-11-05Sit Investment Associates Inc10.7%SCHEDULE 13G/A

Questions about who owns Western Asset Premier Bond Fund

Who owns Western Asset Premier Bond Fund?

On this page, 2 holders' latest ownership filings report 5% or more of Western Asset Premier Bond Fund: Morgan Stanley (17.8%, Schedule 13G/A, filed 2026-05-12) and Sit Investment Associates Inc (10.7%, Schedule 13G/A, filed 2026-11-05).

Who are the largest shareholders of Western Asset Premier Bond Fund?

By the share each holder's latest filing reports, the largest holders of Western Asset Premier Bond Fund on this page are Morgan Stanley (17.8%) and Sit Investment Associates Inc (10.7%).

When did Morgan Stanley buy into Western Asset Premier Bond Fund?

The filings give report dates, not purchase dates. The earliest filing from Morgan Stanley on this page is the Schedule 13G/A, filed 2025-08-07, reporting 15.6%; its latest, Schedule 13G/A filed 2026-05-12, reports 17.8%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 5 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/western-asset-premier-bond-fund
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Western Asset Premier Bond Fund? 2 holders at 5% or more, largest Morgan Stanley 17.8%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/western-asset-premier-bond-fund