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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 1,501 | $18.7K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,939 | $24.2K | 0.00% | +1,939 | New |
| Comerica Bank | 2,450 | $30.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,537 | $31.7K | 0.00% | +2,537 | New |
| Founders Capital Management | 3,140 | $39.2K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 3,960 | $49.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,650 | $70.5K | 0.00% | +5,650 | New |
| Northwestern Mutual Wealth Management Co | 6,848 | $85.5K | 0.00% | +6,708+4,791.4% | Added |
| Advisor Group Holdings, Inc. | 8,430 | $105.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 11,463 | $143.1K | 0.00% | −356−3.0% | Reduced |
| Wells Fargo & Company | 12,558 | $156.7K | 0.00% | −10.0% | Reduced |
| StoneX Group Inc. | 13,358 | $167.4K | 0.01% | −6,457−32.6% | Reduced |
| Gilman Hill Asset Management, LLC | 15,000 | $187.2K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,738 | $196.4K | 0.00% | +15,738 | New |
| UBS Group AG | 16,377 | $204.4K | 0.00% | +749+4.8% | Added |
| Whitener Capital Management, Inc. | 16,512 | $206.1K | 0.05% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 18,620 | $232.4K | 0.06% | +18,620 | New |
| Martin Capital Partners, LLC | 19,518 | $244.0K | 0.09% | 00.0% | Unchanged |
| Morgan Stanley | 22,514 | $281.0K | 0.00% | −991−4.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 26,483 | $330.5K | 0.21% | −2,783−9.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 31,051 | $387.5K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 31,793 | $396.8K | 0.00% | −215−0.7% | Reduced |
| Stifel Financial Corp | 36,068 | $450.1K | 0.00% | −20−0.1% | Reduced |
| Aviance Capital Partners, LLC | 38,064 | $475.0K | 0.05% | +1,431+3.9% | Added |
| Shaker Financial Services, LLC | 38,338 | $480.5K | 0.15% | −18,743−32.8% | Reduced |
| Raymond James Financial Inc | 46,686 | $582.6K | 0.00% | +2,203+5.0% | Added |
| Wolverine Asset Management LLC | 53,564 | $668.5K | 0.01% | +44,160+469.6% | Added |
| LPL Financial LLC | 75,649 | $944.1K | 0.00% | −15,403−16.9% | Reduced |
| Fiera Capital Corp | 133,223 | $1.66M | 0.01% | +40,732+44.0% | Added |
| Guggenheim Capital LLC | 187,533 | $2.34M | 0.02% | +66,296+54.7% | Added |
| Jones Financial Companies LLLP | 199,013 | $2.48M | 0.00% | +11,392+6.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 223,849 | $2.79M | 0.10% | +25,947+13.1% | Added |
| 1607 Capital Partners, LLC | 712,889 | $8.90M | 0.61% | +63,734+9.8% | Added |
| Sit Investment Associates Inc | 1,148,642 | $14.3M | 0.28% | +1,148,642 | New |
| 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 |