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 | 05/11/2026 | 1.83 M | $26.40 M | 3.58% | 4.13% |
| CERITY PARTNERS LLC | 05/15/2026 | 1.53 M | $22.09 M | 1,432.92% | 3.45% |
| MORGAN STANLEY | 05/15/2026 | 1.50 M | $21.61 M | 17.51% | 3.38% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 1.26 M | $18.21 M | 100.00% | 2.85% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.15 M | $16.61 M | 12.47% | 2.60% |
| COHEN & STEERS, INC. | 05/15/2026 | 1.02 M | $14.74 M | 12.20% | 2.30% |
| UBS GROUP AG | 05/05/2026 | 969.61 K | $13.97 M | -6.28% | 2.18% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 440.00 K | $6.34 M | -41.17% | 0.99% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 421.32 K | $6.07 M | 6.23% | 0.95% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 287.28 K | $4.14 M | -51.55% | 0.65% |
| ELEMENT WEALTH, LLC | 05/04/2026 | 198.03 K | $2.85 M | -0.14% | 0.45% |
| LPL FINANCIAL LLC | 05/06/2026 | 193.89 K | $2.79 M | 19.77% | 0.44% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 176.46 K | $2.54 M | 12.90% | 0.40% |
| CORRADO ADVISORS, LLC | 04/30/2026 | 160.27 K | $2.31 M | 5.61% | 0.36% |
| SMITH, MOORE & CO. | 05/05/2026 | 127.57 K | $1.84 M | 3.05% | 0.29% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 119.07 K | $1.72 M | -4.93% | 0.27% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 94.49 K | $1.36 M | 100.00% | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 68.84 K | $991.94 K | 47.21% | 0.16% |
| JANE STREET GROUP, LLC | 05/12/2026 | 66.03 K | $951.45 K | 26.11% | 0.15% |
| JOURNEY STRATEGIC WEALTH LLC | 04/15/2026 | 51.70 K | $745.00 K | -21.25% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 49.91 K | $719.22 K | -44.03% | 0.11% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 45.50 K | $655.66 K | 0.00% | 0.10% |
| BRAMSHILL INVESTMENTS, LLC | 05/15/2026 | 43.69 K | $629.56 K | -0.62% | 0.10% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 42.14 K | $607.00 K | 8.35% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 42.07 K | $606.00 K | -0.49% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 41.21 K | $593.81 K | -11.25% | 0.09% |
| CRUMLY & ASSOCIATES INC. | 04/02/2026 | 39.75 K | $572.80 K | 0.00% | 0.09% |
| COURIER CAPITAL LLC | 04/23/2026 | 37.20 K | $536.07 K | 0.00% | 0.08% |
| CHOREO, LLC | 05/13/2026 | 36.35 K | $526.16 K | -49.63% | 0.08% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 30.47 K | $439.08 K | 100.00% | 0.07% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 28.34 K | $408.36 K | -21.32% | 0.06% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 27.74 K | $405.79 K | -4.45% | 0.06% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 25.20 K | $363.10 K | 0.79% | 0.06% |
| 04/24/2026 | 25.15 K | $362.35 K | 100.00% | 0.06% | |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 25.00 K | $360.25 K | 100.00% | 0.06% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 22.68 K | $326.77 K | -12.27% | 0.05% |
| MATHES COMPANY, INC. | 05/08/2026 | 22.00 K | $317.00 K | 0.00% | 0.05% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 20.73 K | $298.78 K | 0.00% | 0.05% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 20.00 K | $288 | -6.50% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 19.25 K | $277.00 K | -5.23% | 0.04% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 17.82 K | $256.76 K | 0.00% | 0.04% |
| IAMS WEALTH MANAGEMENT, LLC | 04/15/2026 | 17.25 K | $248.57 K | 0.00% | 0.04% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 15.83 K | $228.00 K | -26.47% | 0.04% |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 04/27/2026 | 15.41 K | $222.06 K | 0.00% | 0.03% |
| XTX TOPCO LTD | 05/15/2026 | 14.21 K | $204.82 K | 100.00% | 0.03% |
| BLACKROCK, INC. | 05/13/2026 | 13.13 K | $189.23 K | 0.00% | 0.03% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 12.33 K | $177.68 K | 0.00% | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 12.21 K | $175.95 K | -24.21% | 0.03% |
| ALEXANDER LABRUNERIE & CO., INC. | 05/18/2026 | 12.05 K | $173.60 K | 0.00% | 0.03% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 11.84 K | $170.57 K | 1.07% | 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: 1.83 M
Cerity Partners LLC: 1.53 M
MORGAN STANLEY: 1.5 M
Penserra Capital Management LLC: 1.26 M
ROYAL BANK OF CANADA: 1.15 M
COHEN & STEERS, INC.: 1.02 M
28.18% of PIMCO Access Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.57 M shares in the last 24 months. This purchase volume represents approximately $182.81 M in transactions.