PAI Western Asset Income Fund
Western Asset Income Fund (PAI) Institutional Ownership
What the institutions did with PAI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 1.2M | 34.8% |
| 1607 Capital Partners, LLC | 558.4K | 16.7% |
| Hennion & Walsh Asset Management, Inc. | 227.8K | 6.8% |
| JONES FINANCIAL COMPANIES LLLP | 217.7K | 6.5% |
| Karpus Management, Inc. | 206.0K | 6.2% |
| GUGGENHEIM CAPITAL LLC | 165.6K | 5.0% |
| Fiera Capital Corp | 131.5K | 3.9% |
| LPL Financial LLC | 91.5K | 2.7% |
| STIFEL FINANCIAL CORP | 72.5K | 2.2% |
| WOLVERINE ASSET MANAGEMENT LLC | 55.4K | 1.7% |
| RAYMOND JAMES FINANCIAL INC | 47.5K | 1.4% |
| Aviance Capital Partners, LLC | 40.0K | 1.2% |
| Cetera Investment Advisers | 35.7K | 1.1% |
| ENVESTNET ASSET MANAGEMENT INC | 32.6K | 1.0% |
| Baird Financial Group, Inc. | 31.0K | 0.9% |
| Meadow Creek Wealth Advisors LLC | 26.1K | 0.8% |
| Waverly Advisors, LLC | 22.2K | 0.7% |
| MORGAN STANLEY | 20.3K | 0.6% |
| BANK OF AMERICA CORP /DE/ | 19.8K | 0.6% |
| Martin Capital Partners, LLC | 19.0K | 0.6% |
| UHLMANN PRICE SECURITIES, LLC | 17.6K | 0.5% |
| Whitener Capital Management, Inc. | 16.3K | 0.5% |
| HRT FINANCIAL LP | 16.3K | 0.5% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 16.2K | 0.5% |
| Gilman Hill Asset Management, LLC | 15.0K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Karpus Management, Inc. | New | 0 | 206.0K | +206.0K |
| 1607 Capital Partners, LLC | Reduced | 720.0K | 558.4K | -161.6K |
| GUGGENHEIM CAPITAL LLC | Reduced | 216.1K | 165.6K | -50.5K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 266.3K | 227.8K | -38.5K |
| Cetera Investment Advisers | New | 0 | 35.7K | +35.7K |
| Shaker Financial Services, LLC | Sold Out | 35.5K | 0 | -35.5K |
| ENVESTNET ASSET MANAGEMENT INC | New | 0 | 32.6K | +32.6K |
| STIFEL FINANCIAL CORP | Increased | 42.7K | 72.5K | +29.8K |
| Waverly Advisors, LLC | New | 0 | 22.2K | +22.2K |
| UHLMANN PRICE SECURITIES, LLC | New | 0 | 17.6K | +17.6K |
| HRT FINANCIAL LP | New | 0 | 16.3K | +16.3K |
| Allspring Global Investments Holdings, LLC | New | 0 | 12.2K | +12.2K |
| CITADEL ADVISORS LLC | New | 0 | 11.5K | +11.5K |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | Reduced | 27.4K | 16.2K | -11.2K |
| Focus Partners Advisor Solutions, LLC | Sold Out | 11.0K | 0 | -11.0K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 45.9K | 55.4K | +9.5K |
| JONES FINANCIAL COMPANIES LLLP | Increased | 209.3K | 217.7K | +8.4K |
| BANK OF AMERICA CORP /DE/ | Increased | 11.4K | 19.8K | +8.4K |
| SIT INVESTMENT ASSOCIATES INC | Increased | 1.2M | 1.2M | +6.1K |
| Fiera Capital Corp | Increased | 127.6K | 131.5K | +3.9K |
| OSAIC HOLDINGS, INC. | Reduced | 8.4K | 5.5K | -2.8K |
| MORGAN STANLEY | Reduced | 22.9K | 20.3K | -2.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 10.9K | 12.6K | +1.7K |
| Aviance Capital Partners, LLC | Increased | 38.3K | 40.0K | +1.6K |
| Martin Capital Partners, LLC | Reduced | 19.5K | 19.0K | -475 |
| Baird Financial Group, Inc. | Reduced | 31.5K | 31.0K | -472 |
| RAYMOND JAMES FINANCIAL INC | Increased | 47.1K | 47.5K | +318 |
| LPL Financial LLC | Increased | 91.2K | 91.5K | +276 |
| Meadow Creek Wealth Advisors LLC | Reduced | 26.4K | 26.1K | -273 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | 140 | 222 | +82 |
| WELLS FARGO & COMPANY/MN | Reduced | 12.6K | 12.6K | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.