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, Q4 2025
Institutional positions in Western Asset Investment Grade Income Fund Inc. as of Dec 31, 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
- +2 vs. Q3 2025
- Shares held
- 3.18M
- +1.10M (+52.9%) vs. Q3 2025
- Total value
- $39.7M
- +$13.0M (+48.9%) vs. Q3 2025
- New holders
- 6
- 10 more added
- Sold out
- 4
- 9 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Income Fund Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,148,642 | $14.3M | 0.28% | +1,148,642 | New |
| 1607 Capital Partners, LLC | 712,889 | $8.90M | 0.61% | +63,734+9.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 223,849 | $2.79M | 0.10% | +25,947+13.1% | Added |
| Jones Financial Companies LLLP | 199,013 | $2.48M | 0.00% | +11,392+6.1% | Added |
| Guggenheim Capital LLC | 187,533 | $2.34M | 0.02% | +66,296+54.7% | Added |
| Fiera Capital Corp | 133,223 | $1.66M | 0.01% | +40,732+44.0% | Added |
| LPL Financial LLC | 75,649 | $944.1K | 0.00% | −15,403−16.9% | Reduced |
| Wolverine Asset Management LLC | 53,564 | $668.5K | 0.01% | +44,160+469.6% | Added |
| Raymond James Financial Inc | 46,686 | $582.6K | 0.00% | +2,203+5.0% | Added |
| Shaker Financial Services, LLC | 38,338 | $480.5K | 0.15% | −18,743−32.8% | Reduced |
| Aviance Capital Partners, LLC | 38,064 | $475.0K | 0.05% | +1,431+3.9% | Added |
| Stifel Financial Corp | 36,068 | $450.1K | 0.00% | −20−0.1% | Reduced |
| Baird Financial Group, Inc. | 31,793 | $396.8K | 0.00% | −215−0.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 31,051 | $387.5K | 0.01% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 26,483 | $330.5K | 0.21% | −2,783−9.5% | Reduced |
| Morgan Stanley | 22,514 | $281.0K | 0.00% | −991−4.2% | Reduced |
| Martin Capital Partners, LLC | 19,518 | $244.0K | 0.09% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 18,620 | $232.4K | 0.06% | +18,620 | New |
| Whitener Capital Management, Inc. | 16,512 | $206.1K | 0.05% | 00.0% | Unchanged |
| UBS Group AG | 16,377 | $204.4K | 0.00% | +749+4.8% | Added |
| Susquehanna International Group, LLP | 15,738 | $196.4K | 0.00% | +15,738 | New |
| Gilman Hill Asset Management, LLC | 15,000 | $187.2K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 13,358 | $167.4K | 0.01% | −6,457−32.6% | Reduced |
| Wells Fargo & Company | 12,558 | $156.7K | 0.00% | −10.0% | Reduced |
| Bank of America Corp | 11,463 | $143.1K | 0.00% | −356−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 8,430 | $105.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,848 | $85.5K | 0.00% | +6,708+4,791.4% | Added |
| International Assets Investment Management, LLC | 5,650 | $70.5K | 0.00% | +5,650 | New |
| CWM, LLC | 3,960 | $49.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 3,140 | $39.2K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,537 | $31.7K | 0.00% | +2,537 | New |
| Comerica Bank | 2,450 | $30.6K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,939 | $24.2K | 0.00% | +1,939 | New |
| Creative Financial Designs Inc | 1,501 | $18.7K | 0.00% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 0 | $0 | 0.00% | −275,204−100.0% | Sold out |
| Transatlantique Private Wealth LLC | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −11,536−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,263−100.0% | Sold out |