Security Snapshot

Western Asset Investment Grade Income Fund Inc. - Common (PAI) Institutional Ownership

CUSIP: 95766T100

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

38

Shares (Excl. Options)

3,339,558

Price

$12.12

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Security type / class
Equity / Common
Symbol
PAI on NYSE
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
3,339,558
Latest holder snapshot 5 signals
Total 13F value
$40,473,036
Portfolio coverage rank
0%
Share change
+109,444
Value change
+$1,327,503
Number of holders
38
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
9,512,215
SEC-reported price per share
$11.97
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • PAI - Western Asset Investment Grade Income Fund Inc. - Common is tracked under CUSIP 95766T100.
  • 38 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 32 to 38 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $39,073,137 to $40,473,036.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 38 institutions filings for Q2 2026.

Open SEC evidence

Security key

95766T100

Latest holder period

Q2 2026

13F holders

38

13D/G owners

2

CIK / CUSIP context first

Open Q2 2026 holders PAI full holder history Western Asset Investment Grade Income Fund Inc. SEC filings Western Asset Investment Grade Income Fund Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
PAI
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIT INVESTMENT ASSOCIATES INC 12% $14,359,518 1,148,642 Sit Investment Associates, Inc. 31 Dec 2025
1607 Capital Partners, LLC 5.9% -16% $6,778,575 -$1,264,235 558,367 -16% 1607 Capital Partners, LLC 30 Jun 2026

As of 30 Jun 2026, 38 institutional investors reported holding 3,339,558 shares of Western Asset Investment Grade Income Fund Inc. - Common (PAI). This represents 35% of the company’s total 9,512,215 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
34%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 12% 1,160,755 +0.53% 0.27% $14,068,000
1607 Capital Partners, LLC 5.9% 558,367 -22% 0.59% $6,767,464
Hennion & Walsh Asset Management, Inc. 2.4% 227,828 -14% 0.08% $2,761,298
JONES FINANCIAL COMPANIES LLLP 2.3% 217,705 +4% 0% $2,636,411
Karpus Management, Inc. 2.2% 206,018 0.07% $2,496,959
GUGGENHEIM CAPITAL LLC 1.7% 165,565 -23% 0.01% $2,006,648
Fiera Capital Corp 1.4% 131,497 +3.1% 0.01% $1,593,757
LPL Financial LLC 0.96% 91,493 +0.3% 0% $1,108,904
STIFEL FINANCIAL CORP 0.76% 72,527 +70% 0% $879,011
WOLVERINE ASSET MANAGEMENT LLC 0.58% 55,399 +21% 0.01% $671,441
RAYMOND JAMES FINANCIAL INC 0.5% 47,456 +0.67% 0% $575,176
Aviance Capital Partners, LLC 0.42% 39,963 +4.3% 0.05% $484,360
Cetera Investment Advisers 0.38% 35,688 0% $432,545
ENVESTNET ASSET MANAGEMENT INC 0.34% 32,589 0% $394,985
Baird Financial Group, Inc. 0.33% 31,000 -1.5% 0% $375,723
Meadow Creek Wealth Advisors LLC 0.27% 26,130 -1% 0.19% $316,698
Waverly Advisors, LLC 0.23% 22,195 0% $269,006
MORGAN STANLEY 0.21% 20,326 -11% 0% $246,353
BANK OF AMERICA CORP /DE/ 0.21% 19,787 +73% 0% $239,818
Martin Capital Partners, LLC 0.2% 19,043 -2.4% 0.08% $230,804
UHLMANN PRICE SECURITIES, LLC 0.18% 17,591 0.01% $213,210
Whitener Capital Management, Inc. 0.17% 16,292 0% 0.04% $197,461
HRT FINANCIAL LP 0.17% 16,259 0% $197,000
CLIFFORD SWAN INVESTMENT COUNSEL LLC 0.17% 16,151 -41% 0.01% $195,752
Gilman Hill Asset Management, LLC 0.16% 15,000 0% 0.02% $181,802

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 3,339,558 $40,473,036 +$1,327,503 $12.12 38
2026 Q1 3,234,074 $39,073,137 +$655,289 $12.10 32
2025 Q4 3,180,958 $39,701,040 +$13,621,710 $12.48 34
2025 Q3 2,080,851 $26,657,122 -$412,227 $12.82 32
2025 Q2 2,112,392 $27,388,720 +$276,984 $12.98 34
2025 Q1 2,091,179 $26,858,037 -$689,031 $12.85 33
2024 Q4 2,146,744 $26,854,930 +$448,538 $12.51 35
2024 Q3 2,099,970 $26,999,029 +$618,052 $12.86 40
2024 Q2 2,060,932 $24,899,143 +$509,995 $12.08 40
2024 Q1 2,018,613 $24,606,999 -$1,711,296 $12.19 37
2023 Q4 2,189,980 $26,368,504 +$2,190,577 $12.04 39
2023 Q3 1,946,638 $21,899,850 +$1,373,223 $11.25 39
2023 Q2 1,823,946 $21,212,723 +$2,213,687 $11.63 37
2023 Q1 1,633,591 $19,505,724 +$461,212 $11.94 32
2022 Q4 1,596,194 $18,484,271 +$1,009,542 $11.58 32
2022 Q3 1,542,748 $17,259,000 +$2,329,780 $11.19 32
2022 Q2 1,334,436 $16,101,000 +$4,598,675 $12.07 29
2022 Q1 942,777 $12,864,000 +$3,397,433 $13.63 30
2021 Q4 690,407 $10,789,000 -$539,070 $15.63 26
2021 Q3 688,785 $10,780,000 -$1,435,309 $15.67 25
2021 Q2 803,407 $12,600,000 +$1,042,373 $15.64 32
2021 Q1 714,055 $10,831,341 +$642,616 $15.17 29
2020 Q4 649,590 $10,306,000 +$749,781 $15.90 28
2020 Q3 586,380 $9,441,000 -$925,523 $16.10 22
2020 Q2 672,153 $10,061,000 -$894,507 $14.97 27
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