Who owns Western Asset Investment Grade Income Fund Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PAI from SEC Form 13F filings across 38 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 38 institutions disclosed 3.3M shares of Western Asset Investment Grade Income Fund Inc. worth $26.2M — about 35.1% of shares outstanding; the largest disclosed holder is SIT INVESTMENT ASSOCIATES INC. Source: SEC Form 13F filings, parsed by EvidInvest.
38
13F holders
$26.2M
value, 2026 filers
35.1%
of shares outstanding (3.3M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PAI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 1.2M | $14,068 | 0.3% | 12.2% | +0.5% |
| 2 | 1607 Capital Partners, LLC | 558,367 | $6.8M | 0.6% | 5.9% | -22.4% |
| 3 | Hennion & Walsh Asset Management, Inc. | 227,828 | $2.8M | 0.1% | 2.4% | -14.5% |
| 4 | JONES FINANCIAL COMPANIES LLLP | 217,705 | $2.6M | 0.0% | 2.3% | +4.0% |
| 5 | Karpus Management, Inc.NEW | 206,018 | $2.5M | 0.1% | 2.2% | new |
| 6 | GUGGENHEIM CAPITAL LLC | 165,565 | $2.0M | 0.0% | 1.7% | -23.4% |
| 7 | Fiera Capital Corp | 131,497 | $1.6M | 0.0% | 1.4% | +3.1% |
| 8 | LPL Financial LLC | 91,493 | $1.1M | 0.0% | 1% | +0.3% |
| 9 | STIFEL FINANCIAL CORP | 72,527 | $879,011 | 0.0% | 0.8% | +69.9% |
| 10 | WOLVERINE ASSET MANAGEMENT LLC | 55,399 | $671,441 | 0.0% | 0.6% | +20.7% |
| 11 | RAYMOND JAMES FINANCIAL INC | 47,456 | $575,176 | 0.0% | 0.5% | +0.7% |
| 12 | Aviance Capital Partners, LLC | 39,963 | $484,360 | 0.1% | 0.4% | +4.3% |
| 13 | Cetera Investment AdvisersNEW | 35,688 | $432,545 | 0.0% | 0.4% | new |
| 14 | ENVESTNET ASSET MANAGEMENT INCNEW | 32,589 | $394,985 | 0.0% | 0.3% | new |
| 15 | Baird Financial Group, Inc. | 31,000 | $375,723 | 0.0% | 0.3% | -1.5% |
| 16 | Meadow Creek Wealth Advisors LLC | 26,130 | $316,698 | 0.2% | 0.3% | -1.0% |
| 17 | Waverly Advisors, LLCNEW | 22,195 | $269,006 | 0.0% | 0.2% | new |
| 18 | MORGAN STANLEY | 20,326 | $246,353 | 0.0% | 0.2% | -11.2% |
| 19 | BANK OF AMERICA CORP /DE/ | 19,787 | $239,818 | 0.0% | 0.2% | +73.2% |
| 20 | Martin Capital Partners, LLC | 19,043 | $230,804 | 0.1% | 0.2% | -2.4% |
| 21 | UHLMANN PRICE SECURITIES, LLCNEW | 17,591 | $213,210 | 0.0% | 0.2% | new |
| 22 | Whitener Capital Management, Inc. | 16,292 | $197,461 | 0.0% | 0.2% | 0.0% |
| 23 | HRT FINANCIAL LPNEW | 16,259 | $197 | 0.0% | 0.2% | new |
| 24 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 16,151 | $195,752 | 0.0% | 0.2% | -40.9% |
| 25 | Gilman Hill Asset Management, LLC | 15,000 | $181,802 | 0.0% | 0.2% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.