Western Asset Investment Grade Income Fund Inc.
PAI- Exchange
- NYSE
- SEC CIK
- 0000075398
No open-market purchases or sales by Western Asset Investment Grade Income Fund Inc. insiders were filed in the last 90 days; 37 institutions reported holding it in 13F filings for Q2 2026, worth $40.5M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Western Asset Investment Grade Income Fund Inc. as of Jun 30, 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
- 34
- +1 vs. Q1 2025
- Shares held
- 2.11M
- +21.2K (+1.0%) vs. Q1 2025
- Total value
- $27.4M
- +$530.7K (+2.0%) vs. Q1 2025
- New holders
- 2
- 10 more added
- Sold out
- 1
- 11 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PAI 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 | 37 | $40.5M |
| Q1 2026 | 32 | $39.1M |
| Q4 2025 | 34 | $39.7M |
| Q3 2025 | 32 | $26.7M |
| Q2 2025 | 34 | $27.4M |
| Q1 2025 | 33 | $26.9M |
| Q4 2024 | 35 | $26.9M |
| Q3 2024 | 41 | $27.0M |
| Q2 2024 | 40 | $24.9M |
| Q1 2024 | 37 | $24.6M |
| Q4 2023 | 38 | $26.0M |
| Q3 2023 | 39 | $21.9M |
| Q2 2023 | 37 | $21.2M |
| Q1 2023 | 32 | $19.5M |
| Q4 2022 | 32 | $18.5M |
| Q3 2022 | 34 | $17.3M |
| Q2 2022 | 29 | $16.1M |
| Q1 2022 | 30 | $12.9M |
| Q4 2021 | 26 | $10.8M |
| Q3 2021 | 25 | $10.8M |
| Q2 2021 | 32 | $12.6M |
| Q1 2021 | 29 | $10.8M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Income Fund Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 678,355 | $8.81M | 0.71% | +11,950+1.8% | Added |
| SeaBridge Investment Advisors LLC | 296,274 | $3.85M | 0.71% | +41,842+16.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 213,695 | $2.77M | 0.11% | −42,088−16.5% | Reduced |
| Jones Financial Companies LLLP | 176,354 | $2.26M | 0.00% | +8,461+5.0% | Added |
| Guggenheim Capital LLC | 139,180 | $1.81M | 0.01% | −27,203−16.3% | Reduced |
| Fiera Capital Corp | 84,961 | $1.10M | 0.00% | −873−1.0% | Reduced |
| LPL Financial LLC | 58,447 | $758.6K | 0.00% | +5,168+9.7% | Added |
| Raymond James Financial Inc | 44,072 | $572.1K | 0.00% | −452−1.0% | Reduced |
| Stifel Financial Corp | 39,097 | $507.5K | 0.00% | +3,585+10.1% | Added |
| Aviance Capital Partners, LLC | 34,551 | $448.5K | 0.06% | +5,368+18.4% | Added |
| Clifford Swan Investment Counsel LLC | 33,551 | $435.5K | 0.02% | −7,400−18.1% | Reduced |
| Baird Financial Group, Inc. | 31,782 | $412.5K | 0.00% | +14,644+85.4% | Added |
| Meadow Creek Wealth Advisors LLC | 29,266 | $379.9K | 0.26% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 27,714 | $359.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 22,739 | $295.2K | 0.00% | −4,659−17.0% | Reduced |
| Martin Capital Partners, LLC | 22,750 | $295.0K | 0.12% | +11,219+97.3% | Added |
| StoneX Group Inc. | 19,815 | $258.2K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 19,732 | $256.0K | 0.00% | −1,000−4.8% | Reduced |
| UBS Group AG | 17,683 | $229.5K | 0.00% | +2,535+16.7% | Added |
| Whitener Capital Management, Inc. | 16,512 | $214.3K | 0.06% | −18−0.1% | Reduced |
| Transatlantique Private Wealth LLC | 15,246 | $197.9K | 0.07% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 15,000 | $194.7K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,559 | $176.0K | 0.00% | −1,763−11.5% | Reduced |
| Bank of America Corp | 12,860 | $166.9K | 0.00% | −10.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,304 | $147.0K | 0.00% | −112−1.0% | Reduced |
| Shaker Financial Services, LLC | 11,110 | $144.9K | 0.05% | +11,110 | New |
| Buckingham Strategic Partners | 11,021 | $143.1K | 0.00% | +11,021 | New |
| Advisor Group Holdings, Inc. | 7,867 | $102.1K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 3,140 | $40.8K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 2,450 | $31.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,501 | $19.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 460 | $6.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 205 | $2.67K | 0.00% | +2+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 140 | $1.82K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −20,122−100.0% | Sold out |