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, Q1 2026
Institutional positions in Western Asset Investment Grade Income Fund Inc. as of Mar 31, 2026. 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
- 32
- −1 vs. Q4 2025
- Shares held
- 3.23M
- +55.6K (+1.7%) vs. Q4 2025
- Total value
- $39.1M
- −$597.3K (−1.5%) vs. Q4 2025
- New holders
- 3
- 11 more added
- Sold out
- 4
- 12 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Income Fund Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,154,680 | $14.0M | 0.28% | +6,038+0.5% | Added |
| 1607 Capital Partners, LLC | 720,002 | $8.71M | 0.63% | +7,113+1.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 266,332 | $3.22M | 0.11% | +42,483+19.0% | Added |
| Guggenheim Capital LLC | 216,086 | $2.61M | 0.02% | +28,553+15.2% | Added |
| Jones Financial Companies LLLP | 209,289 | $2.49M | 0.00% | +10,276+5.2% | Added |
| Fiera Capital Corp | 127,558 | $1.54M | 0.01% | −5,665−4.3% | Reduced |
| LPL Financial LLC | 91,217 | $1.10M | 0.00% | +15,568+20.6% | Added |
| Raymond James Financial Inc | 47,138 | $570.1K | 0.00% | +452+1.0% | Added |
| Wolverine Asset Management LLC | 45,912 | $555.3K | 0.01% | −7,652−14.3% | Reduced |
| Stifel Financial Corp | 42,682 | $516.2K | 0.00% | +6,614+18.3% | Added |
| Aviance Capital Partners, LLC | 38,314 | $463.4K | 0.05% | +250+0.7% | Added |
| Shaker Financial Services, LLC | 35,534 | $429.8K | 0.15% | −2,804−7.3% | Reduced |
| Baird Financial Group, Inc. | 31,472 | $380.7K | 0.00% | −321−1.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 27,351 | $330.8K | 0.01% | −3,700−11.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 26,403 | $319.3K | 0.21% | −80−0.3% | Reduced |
| Morgan Stanley | 22,877 | $276.7K | 0.00% | +363+1.6% | Added |
| Martin Capital Partners, LLC | 19,518 | $236.0K | 0.09% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 16,292 | $197.1K | 0.04% | −220−1.3% | Reduced |
| Gilman Hill Asset Management, LLC | 15,000 | $181.4K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,560 | $151.9K | 0.00% | +20.0% | Added |
| Bank of America Corp | 11,426 | $138.2K | 0.00% | −37−0.3% | Reduced |
| Buckingham Strategic Partners | 11,021 | $133.3K | 0.00% | +11,021 | New |
| Susquehanna International Group, LLP | 10,871 | $131.5K | 0.00% | −4,867−30.9% | Reduced |
| Advisor Group Holdings, Inc. | 8,355 | $101.1K | 0.00% | −75−0.9% | Reduced |
| UBS Group AG | 8,344 | $100.9K | 0.00% | −8,033−49.1% | Reduced |
| International Assets Investment Management, LLC | 5,650 | $69.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,960 | $47.9K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 3,140 | $38.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,450 | $29.6K | 0.00% | +2,450 | New |
| Creative Financial Designs Inc | 1,501 | $18.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,000 | $12.1K | 0.00% | +1,000 | New |
| Northwestern Mutual Wealth Management Co | 140 | $1.69K | 0.00% | −6,708−98.0% | Reduced |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −18,620−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −13,358−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,537−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −1,939−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |