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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 140 | $1.69K | 0.00% | −6,708−98.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,000 | $12.1K | 0.00% | +1,000 | New |
| Creative Financial Designs Inc | 1,501 | $18.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,450 | $29.6K | 0.00% | +2,450 | New |
| Founders Capital Management | 3,140 | $38.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 3,960 | $47.9K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,650 | $69.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,344 | $100.9K | 0.00% | −8,033−49.1% | Reduced |
| Advisor Group Holdings, Inc. | 8,355 | $101.1K | 0.00% | −75−0.9% | Reduced |
| Susquehanna International Group, LLP | 10,871 | $131.5K | 0.00% | −4,867−30.9% | Reduced |
| Buckingham Strategic Partners | 11,021 | $133.3K | 0.00% | +11,021 | New |
| Bank of America Corp | 11,426 | $138.2K | 0.00% | −37−0.3% | Reduced |
| Wells Fargo & Company | 12,560 | $151.9K | 0.00% | +20.0% | Added |
| Gilman Hill Asset Management, LLC | 15,000 | $181.4K | 0.03% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 16,292 | $197.1K | 0.04% | −220−1.3% | Reduced |
| Martin Capital Partners, LLC | 19,518 | $236.0K | 0.09% | 00.0% | Unchanged |
| Morgan Stanley | 22,877 | $276.7K | 0.00% | +363+1.6% | Added |
| Meadow Creek Wealth Advisors LLC | 26,403 | $319.3K | 0.21% | −80−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 27,351 | $330.8K | 0.01% | −3,700−11.9% | Reduced |
| Baird Financial Group, Inc. | 31,472 | $380.7K | 0.00% | −321−1.0% | Reduced |
| Shaker Financial Services, LLC | 35,534 | $429.8K | 0.15% | −2,804−7.3% | Reduced |
| Aviance Capital Partners, LLC | 38,314 | $463.4K | 0.05% | +250+0.7% | Added |
| Stifel Financial Corp | 42,682 | $516.2K | 0.00% | +6,614+18.3% | Added |
| Wolverine Asset Management LLC | 45,912 | $555.3K | 0.01% | −7,652−14.3% | Reduced |
| Raymond James Financial Inc | 47,138 | $570.1K | 0.00% | +452+1.0% | Added |
| LPL Financial LLC | 91,217 | $1.10M | 0.00% | +15,568+20.6% | Added |
| Fiera Capital Corp | 127,558 | $1.54M | 0.01% | −5,665−4.3% | Reduced |
| Jones Financial Companies LLLP | 209,289 | $2.49M | 0.00% | +10,276+5.2% | Added |
| Guggenheim Capital LLC | 216,086 | $2.61M | 0.02% | +28,553+15.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 266,332 | $3.22M | 0.11% | +42,483+19.0% | Added |
| 1607 Capital Partners, LLC | 720,002 | $8.71M | 0.63% | +7,113+1.0% | Added |
| Sit Investment Associates Inc | 1,154,680 | $14.0M | 0.28% | +6,038+0.5% | Added |
| 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 |