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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 140 | $1.82K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 205 | $2.67K | 0.00% | +2+1.0% | Added |
| CWM, LLC | 460 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,501 | $19.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,450 | $31.8K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 3,140 | $40.8K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,867 | $102.1K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 11,021 | $143.1K | 0.00% | +11,021 | New |
| Shaker Financial Services, LLC | 11,110 | $144.9K | 0.05% | +11,110 | New |
| Cambridge Investment Research Advisors, Inc. | 11,304 | $147.0K | 0.00% | −112−1.0% | Reduced |
| Bank of America Corp | 12,860 | $166.9K | 0.00% | −10.0% | Reduced |
| Wells Fargo & Company | 13,559 | $176.0K | 0.00% | −1,763−11.5% | Reduced |
| Gilman Hill Asset Management, LLC | 15,000 | $194.7K | 0.03% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 15,246 | $197.9K | 0.07% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 16,512 | $214.3K | 0.06% | −18−0.1% | Reduced |
| UBS Group AG | 17,683 | $229.5K | 0.00% | +2,535+16.7% | Added |
| Thrivent Financial for Lutherans | 19,732 | $256.0K | 0.00% | −1,000−4.8% | Reduced |
| StoneX Group Inc. | 19,815 | $258.2K | 0.01% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 22,750 | $295.0K | 0.12% | +11,219+97.3% | Added |
| Morgan Stanley | 22,739 | $295.2K | 0.00% | −4,659−17.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 27,714 | $359.7K | 0.00% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 29,266 | $379.9K | 0.26% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 31,782 | $412.5K | 0.00% | +14,644+85.4% | Added |
| Clifford Swan Investment Counsel LLC | 33,551 | $435.5K | 0.02% | −7,400−18.1% | Reduced |
| Aviance Capital Partners, LLC | 34,551 | $448.5K | 0.06% | +5,368+18.4% | Added |
| Stifel Financial Corp | 39,097 | $507.5K | 0.00% | +3,585+10.1% | Added |
| Raymond James Financial Inc | 44,072 | $572.1K | 0.00% | −452−1.0% | Reduced |
| LPL Financial LLC | 58,447 | $758.6K | 0.00% | +5,168+9.7% | Added |
| Fiera Capital Corp | 84,961 | $1.10M | 0.00% | −873−1.0% | Reduced |
| Guggenheim Capital LLC | 139,180 | $1.81M | 0.01% | −27,203−16.3% | Reduced |
| Jones Financial Companies LLLP | 176,354 | $2.26M | 0.00% | +8,461+5.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 213,695 | $2.77M | 0.11% | −42,088−16.5% | Reduced |
| SeaBridge Investment Advisors LLC | 296,274 | $3.85M | 0.71% | +41,842+16.4% | Added |
| 1607 Capital Partners, LLC | 678,355 | $8.81M | 0.71% | +11,950+1.8% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −20,122−100.0% | Sold out |