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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
PAI on NYSE
Shares outstanding
9,492,909
Price per share
$12.67
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,180,958
Total reported value
$39,701,040
% of total 13F portfolios
0%
Share change
+1,100,107
Value change
+$13,621,710
Number of holders
34
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Western Asset Investment Grade Income Fund Inc. - Common Stock (PAI) based on Schedule 13D/G filings

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 7% $8,234,937 662,505 1607 Capital Partners, LLC 31 Dec 2024

As of 31 Dec 2025, 34 institutional investors reported holding 3,180,958 shares of Western Asset Investment Grade Income Fund Inc. - Common Stock (PAI). This represents 34% of the company’s total 9,492,909 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Western Asset Investment Grade Income Fund Inc. - Common Stock (PAI) together control 33% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 12% 1,148,642 0.28% $14,335,000
1607 Capital Partners, LLC 7.5% 712,889 +9.8% 0.61% $8,896,855
Hennion & Walsh Asset Management, Inc. 2.4% 223,849 +13% 0.1% $2,793,636
JONES FINANCIAL COMPANIES LLLP 2.1% 199,013 +6.1% 0% $2,483,688
GUGGENHEIM CAPITAL LLC 2% 187,533 +55% 0.02% $2,340,412
Fiera Capital Corp 1.4% 133,223 +44% 0.01% $1,662,623
LPL Financial LLC 0.8% 75,649 -17% 0% $944,097
WOLVERINE ASSET MANAGEMENT LLC 0.56% 53,564 +470% 0.01% $668,479
RAYMOND JAMES FINANCIAL INC 0.49% 46,686 +5% 0% $582,644
Shaker Financial Services, LLC 0.4% 38,338 -33% 0.15% $480,472
Aviance Capital Partners, LLC 0.4% 38,064 +3.9% 0.05% $475,040
STIFEL FINANCIAL CORP 0.38% 36,068 -0.06% 0% $450,133
Baird Financial Group, Inc. 0.33% 31,793 -0.67% 0% $396,777
CLIFFORD SWAN INVESTMENT COUNSEL LLC 0.33% 31,051 0% 0.01% $387,516
Meadow Creek Wealth Advisors LLC 0.28% 26,483 -9.5% 0.21% $330,508
MORGAN STANLEY 0.24% 22,514 -4.2% 0% $280,975
Martin Capital Partners, LLC 0.21% 19,518 0% 0.09% $244,000
Logan Stone Capital, LLC 0.2% 18,620 0.06% $232,378
Whitener Capital Management, Inc. 0.17% 16,512 0% 0.05% $206,070
UBS Group AG 0.17% 16,377 +4.8% 0% $204,385
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.17% 15,738 0% $196,410
Gilman Hill Asset Management, LLC 0.16% 15,000 0% 0.03% $187,200
StoneX Group Inc. 0.14% 13,358 -33% 0.01% $167,404
WELLS FARGO & COMPANY/MN 0.13% 12,558 -0.01% 0% $156,727
BANK OF AMERICA CORP /DE/ 0.12% 11,463 -3% 0% $143,058

Institutional Holders of Western Asset Investment Grade Income Fund Inc. - Common Stock (PAI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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
2020 Q1 732,464 $9,772,000 +$2,547,340 $13.34 27
2019 Q4 568,949 $8,827,000 +$273,386 $15.51 27
2019 Q3 517,369 $8,397,000 +$558,392 $16.23 22
2019 Q2 483,141 $7,182,000 -$491,845 $14.87 22
2019 Q1 516,325 $7,605,558 +$683,131 $14.75 24
2018 Q4 471,400 $6,218,954 -$1,416,331 $13.19 23
2018 Q3 577,118 $7,782,622 -$1,339,679 $13.48 23
2018 Q2 692,494 $10,488,785 -$13,021 $13.73 27
2018 Q1 676,743 $9,375,496 +$1,490,304 $13.85 26
2017 Q4 567,601 $8,979,891 -$58,995 $15.83 24
2017 Q3 518,006 $8,502,000 -$1,546,885 $16.41 20
2017 Q2 614,496 $9,168,000 -$2,392,334 $14.91 21
2017 Q1 778,357 $11,279,000 -$2,260,696 $14.49 25
2016 Q4 926,098 $13,247,000 +$440,423 $14.31 23
2016 Q3 891,874 $13,696,000 -$1,695,335 $15.36 24
2016 Q2 1,007,861 $14,296,000 -$13,545,614 $14.18 26
2016 Q1 1,961,530 $26,644,000 -$3,484,349 $13.59 23
2015 Q4 2,225,720 $28,978,000 -$827,129 $13.02 19
2015 Q3 2,281,545 $30,098,000 -$309,281 $13.20 20
2015 Q2 2,305,088 $30,255,000 +$402,848 $13.13 21
2015 Q1 2,272,009 $31,590,000 +$392,927 $13.91 23
2014 Q4 2,234,107 $30,047,872 -$1,938,798 $13.45 21
2014 Q3 2,386,594 $31,961,000 +$637,966 $13.39 21
2014 Q2 2,338,453 $32,483,000 +$961,236 $13.89 21
2014 Q1 2,269,321 $30,116,000 +$3,123,104 $13.27 20