PIMCO Access Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.86 M | $27.02 M | 1.36% | 4.18% |
| MORGAN STANLEY | 08/13/2026 | 1.49 M | $21.75 M | -0.31% | 3.37% |
| CERITY PARTNERS LLC | 08/14/2026 | 1.38 M | $20.06 M | -10.05% | 3.11% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.31 M | $19.12 M | 3.97% | 2.96% |
| COHEN & STEERS, INC. | 08/14/2026 | 1.10 M | $16.01 M | 7.56% | 2.48% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.06 M | $15.48 M | -7.71% | 2.40% |
| UBS GROUP AG | 08/13/2026 | 914.17 K | $13.30 M | -5.72% | 2.06% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 638.94 K | $9.30 M | 51.65% | 1.44% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 311.97 K | $4.54 M | -29.10% | 0.70% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 311.26 K | $4.53 M | 8.35% | 0.70% |
| ELEMENT WEALTH, LLC | 08/14/2026 | 194.87 K | $2.84 M | -1.60% | 0.44% |
| CORRADO ADVISORS, LLC | 07/29/2026 | 164.75 K | $2.40 M | 2.80% | 0.37% |
| LPL FINANCIAL LLC | 08/07/2026 | 155.51 K | $2.26 M | -19.80% | 0.35% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 142.75 K | $2.08 M | -19.10% | 0.32% |
| SMITH, MOORE & CO. | 08/12/2026 | 130.99 K | $1.91 M | 2.68% | 0.30% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 125.97 K | $1.83 M | 5.79% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 90.32 K | $1.31 M | 80.95% | 0.20% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 68.70 K | $999.59 K | 174.80% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 67.11 K | $976.44 K | -2.51% | 0.15% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 49.50 K | $720.00 K | 17.68% | 0.11% |
| WEALTH CARE LLC | 07/15/2026 | 45.84 K | $666.91 K | 82.28% | 0.10% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 44.73 K | $650.85 K | -1.69% | 0.10% |
| BRAMSHILL INVESTMENTS, LLC | 08/14/2026 | 44.17 K | $642.73 K | 1.11% | 0.10% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 44.12 K | $642.00 K | 4.70% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 43.55 K | $633.68 K | 5.69% | 0.10% |
| CRUMLY & ASSOCIATES INC. | 07/08/2026 | 39.75 K | $578.36 K | 0.00% | 0.09% |
| COURIER CAPITAL LLC | 07/16/2026 | 37.20 K | $541.28 K | 0.00% | 0.08% |
| CHOREO, LLC | 08/04/2026 | 34.87 K | $509.23 K | -4.07% | 0.08% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 31.10 K | $435.97 K | 12.11% | 0.07% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 28.14 K | $409.36 K | -7.66% | 0.06% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 27.86 K | $405.33 K | -1.69% | 0.06% |
| XTX TOPCO LTD | 08/14/2026 | 26.73 K | $388.98 K | 88.08% | 0.06% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 25.36 K | $368.93 K | 11.81% | 0.06% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 23.93 K | $348.23 K | -5.02% | 0.05% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 20.42 K | $297.11 K | -1.51% | 0.05% |
| MATHES COMPANY, INC. | 08/11/2026 | 20.00 K | $291.00 K | -9.09% | 0.05% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 20.00 K | $290.94 K | -78.84% | 0.05% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 17.82 K | $259.25 K | 0.00% | 0.04% |
| IAMS WEALTH MANAGEMENT, LLC | 07/16/2026 | 17.25 K | $250.99 K | 0.00% | 0.04% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 16.73 K | $243.39 K | 100.00% | 0.04% |
| HRT FINANCIAL LP | 08/14/2026 | 16.59 K | $241.00 K | 100.00% | 0.04% |
| CITADEL ADVISORS LLC | 09/02/2026 | 15.68 K | $228.17 K | 100.00% | 0.04% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 15.42 K | $224.32 K | 3,544.68% | 0.03% |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 07/30/2026 | 15.41 K | $224.22 K | 0.00% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 14.22 K | $207.00 K | -26.12% | 0.03% |
| BLACKROCK, INC. | 08/07/2026 | 13.13 K | $191.07 K | 0.00% | 0.03% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 12.33 K | $179.40 K | 0.00% | 0.03% |
| ALEXANDER LABRUNERIE & CO., INC. | 08/03/2026 | 12.05 K | $175.28 K | 0.00% | 0.03% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 11.58 K | $168.49 K | -42.10% | 0.03% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 11.15 K | $162.16 K | 100.00% | 0.03% |
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PIMCO Access Income Fund institutional Ownership - FAQ's
During the previous two years, 81 institutional investors and hedge funds held shares of PIMCO Access Income Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 1.86 M
MORGAN STANLEY: 1.49 M
Cerity Partners LLC: 1.38 M
Penserra Capital Management LLC: 1.31 M
COHEN & STEERS, INC.: 1.1 M
ROYAL BANK OF CANADA: 1.06 M
27.89% of PIMCO Access Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.53 M shares in the last 24 months. This purchase volume represents approximately $182.14 M in transactions.