PCM Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 308.44 K | $1.89 M | 6.70% | 2.52% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 301.07 K | $1.85 M | 100.00% | 2.46% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 289.79 K | $1.78 M | 33.36% | 2.37% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 88.15 K | $541.21 K | -2.33% | 0.72% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 87.51 K | $537.31 K | -13.00% | 0.72% |
| CONCORD INVESTMENT COUNSEL INC. | 02/10/2026 | 74.69 K | $458.61 K | -24.84% | 0.61% |
| SOVRAN ADVISORS, LLC | 01/20/2026 | 71.74 K | $439.75 K | -19.04% | 0.59% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 37.43 K | $229.79 K | 100.00% | 0.31% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 34.64 K | $212.67 K | 65.17% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 28.39 K | $174.33 K | 2.09% | 0.23% |
| PHYSICIAN WEALTH ADVISORS, INC. | 01/29/2026 | 27.33 K | $167.81 K | 0.00% | 0.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 26.15 K | $161.00 K | -54.20% | 0.21% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 24.53 K | $150.63 K | 0.00% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 20.25 K | $124.31 K | 100.00% | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 17.94 K | $110.13 K | 2.97% | 0.15% |
| MORGAN STANLEY | 02/13/2026 | 16.61 K | $102.01 K | 6.34% | 0.14% |
| NOMURA HOLDINGS INC | 02/17/2026 | 16.45 K | $101.02 K | 100.00% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 15.04 K | $92.35 K | -1.88% | 0.12% |
| SCOTIA CAPITAL INC. | 02/12/2026 | 14.23 K | $87.39 K | 3.25% | 0.12% |
| 02/09/2026 | 13.58 K | $83.36 K | 100.00% | 0.11% | |
| EVERETT HARRIS & CO /CA/ | 02/11/2026 | 13.08 K | $80.29 K | 100.00% | 0.11% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 12.47 K | $76.54 K | 0.00% | 0.10% |
| STONEX GROUP INC. | 02/12/2026 | 10.95 K | $67.74 K | 100.00% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 8.78 K | $53.90 K | 2.43% | 0.07% |
| 04/07/2026 | 3.46 K | $21.24 K | 100.00% | 0.03% | |
| PARALLEL ADVISORS, LLC | 02/11/2026 | 1.91 K | $11.73 K | 100.00% | 0.02% |
| ADVISORNET FINANCIAL, INC | 01/20/2026 | 1.70 K | $10.44 K | 0.89% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 500 | $3.07 K | 0.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 01/16/2026 | 300 | $1.00 K | 0.00% | 0.00% |
| WOLFF WIESE MAGANA LLC | 01/14/2026 | 4 | $26 | 0.00% | 0.00% |
| FMR LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| J.SAFRA ASSET MANAGEMENT CORP | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
PCM Fund Inc institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of PCM Fund Inc. The most heavily invested institutionals were:
Sovran Advisors, LLC: 70,856
Cambridge Investment Research Advisors, Inc.: 63,370
Arlington Capital Management, Inc.: 57,488
Kestra Advisory Services, LLC: 35,822
Physician Wealth Advisors, Inc.: 27,330
COMMONWEALTH EQUITY SERVICES, LLC: 17,579
12.81% of PCM Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 1.97 M shares in the last 24 months. This purchase volume represents approximately $11.76 M in transactions.