Western Asset Investment GraPAI
13F holders, Q2 2026 (June 30)37holders +5
8new positions
2sold out
1famous investor
$12.12avg. 13F price*
At the end of Q2 2026, 37 institutions reported holding Western Asset Investment Gra (PAI) in their 13F filings, up 5 from Q1 2026. 8 opened new positions and 2 sold out. The largest holders were Sit Investment Associates Inc. ($14.1M), 1607 Capital Partners, LLC ($6.8M) and Hennion & Walsh Asset Management, Inc. ($2.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Western Asset Investment Gra
- CUSIP
- 95766T100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.3M |
| Exits | 2 | $563K |
All 13F filers, Q1 2026 → Q2 2026: 424,223 shares bought and 315,036 shares sold, net +109,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Sit Investment Associates Inc. | 0.27% | Add +0.5% | 1,160,755 | $14.1M |
| 1607 Capital Partners, LLC | 0.59% | Reduce -22.4% | 558,367 | $6.8M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -14.5% | 227,828 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +4.0% | 217,705 | $2.6M |
| Karpus Management, Inc. | 0.07% | New | 206,018 | $2.5M |
| Guggenheim Capital LLC | 0.01% | Reduce -23.4% | 165,565 | $2.0M |
| Fiera Capital Corp | 0.01% | Add +3.1% | 131,497 | $1.6M |
| LPL Financial LLC | 0.00% | Add +0.3% | 91,493 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +69.9% | 72,527 | $879K |
| Wolverine Asset Management LLC | 0.03% | Add +20.7% | 55,399 | $671K |
| Raymond James Financial Inc. | 0.00% | Add +0.7% | 47,456 | $575K |
| Aviance Capital Partners, LLC | 0.05% | Add +4.3% | 39,963 | $484K |
| Cetera Investment Advisers | 0.00% | New | 35,688 | $433K |
| Envestnet Asset Management Inc. | 0.00% | New | 32,589 | $395K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.5% | 31,000 | $376K |
| Meadow Creek Wealth Advisors LLC | 0.19% | Reduce -1.0% | 26,130 | $317K |
| Waverly Advisors, LLC | 0.00% | New | 22,195 | $269K |
| Morgan Stanley | 0.00% | Reduce -11.2% | 20,326 | $246K |
| Bank of America Corp. | 0.00% | Add +73.2% | 19,787 | $240K |
| Martin Capital Partners, LLC | 0.08% | Reduce -2.4% | 19,043 | $231K |
| Uhlmann Price Securities, LLC | 0.01% | New | 17,591 | $213K |
| Whitener Capital Management, Inc. | 0.04% | No change | 16,292 | $197K |
| HRT Financial LP | 0.00% | New | 16,259 | $197K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -41.0% | 16,151 | $196K |
| Gilman Hill Asset Management, LLC | 0.03% | No change | 15,000 | $182K |
| Susquehanna International Group, LLP | 0.00% | Add +15.9% | 12,605 | $153K |
| Wells Fargo & Company | 0.00% | Reduce -0.0% | 12,559 | $152K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 12,245 | $148K |
| Citadel Advisors | 0.00% | New | 11,456 | $139K |
| UBS Group AG | 0.00% | No change | 8,344 | $101K |
| International Assets Investment Management, LLC | 0.00% | No change | 5,650 | $68K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.1% | 5,506 | $67K |
| Founders Capital Management | 0.02% | No change | 3,140 | $38K |
| Fifth Third Bancorp | 0.00% | No change | 2,450 | $30K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,501 | $18K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,000 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +58.6% | 222 | $3K |
"% of holder's portfolio" is PAI's weight in each manager's 13F, not the share of Western Asset Investment Gra the manager owns.