PCM Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 512.24 K | $2.86 M | 6.83% | 4.16% |
| LPL FINANCIAL LLC | 08/07/2026 | 348.13 K | $1.94 M | 12.48% | 2.83% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 261.01 K | $1.46 M | -5.18% | 2.12% |
| SOVRAN ADVISORS, LLC | 07/30/2026 | 69.87 K | $389.86 K | -1.39% | 0.57% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 66.75 K | $372.47 K | -15.07% | 0.54% |
| CONCORD INVESTMENT COUNSEL INC. | 08/12/2026 | 64.25 K | $358.49 K | 13.28% | 0.52% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 63.55 K | $355.00 K | 0.28% | 0.52% |
| ARLINGTON CAPITAL MANAGEMENT INC | 07/24/2026 | 62.07 K | $346.35 K | 7.97% | 0.50% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 57.70 K | $321.98 K | -17.72% | 0.47% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 35.83 K | $199.94 K | 0.03% | 0.29% |
| PHYSICIAN WEALTH ADVISORS, INC. | 07/20/2026 | 27.33 K | $152.50 K | 0.00% | 0.22% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 24.53 K | $136.89 K | 0.00% | 0.20% |
| MORGAN STANLEY | 08/13/2026 | 24.52 K | $136.84 K | 32.20% | 0.20% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 23.35 K | $130.29 K | -5.15% | 0.19% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 19.12 K | $106.69 K | -0.07% | 0.16% |
| CITADEL ADVISORS LLC | 09/02/2026 | 18.69 K | $104.29 K | 100.00% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 18.08 K | $100.86 K | 2.82% | 0.15% |
| SCOTIA CAPITAL INC. | 08/11/2026 | 14.68 K | $81.89 K | 0.33% | 0.12% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 13.73 K | $76.63 K | 100.00% | 0.11% |
| HRT FINANCIAL LP | 08/14/2026 | 13.69 K | $76.00 K | 100.00% | 0.11% |
| EVERETT HARRIS & CO /CA/ | 08/03/2026 | 13.08 K | $72.96 K | 0.00% | 0.11% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 12.59 K | $70.22 K | 100.00% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 11.48 K | $64.07 K | -49.11% | 0.09% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 8.67 K | $48.35 K | -17.79% | 0.07% |
| ARAX ADVISORY PARTNERS | 08/10/2026 | 6.48 K | $36.16 K | 100.00% | 0.05% |
| ADVISORNET FINANCIAL, INC | 07/23/2026 | 1.19 K | $6.63 K | 0.00% | 0.01% |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 10/30/2026 | 885 | $4.94 K | 0.00% | 0.01% |
| BFC PLANNING, INC. | 10/29/2026 | 885 | $4.94 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 500 | $2.79 K | 0.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 07/08/2026 | 300 | $1.00 K | 0.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 218 | $1.22 K | 100.00% | 0.00% |
| FIRST HORIZON CORP | 07/20/2026 | 100 | $558 | 100.00% | 0.00% |
| WOLFF WIESE MAGANA LLC | 07/13/2026 | 4 | $25 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $4 | 100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| OSBON CAPITAL MANAGEMENT LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| INTEGRITY ADVISORY SOLUTIONS, LLC | 07/31/2026 | 0 | $0 | -100.00% | 0.00% |
PCM Fund Inc institutional Ownership - FAQ's
During the previous two years, 52 institutional investors and hedge funds held shares of PCM Fund Inc. The most heavily invested institutionals were:
Cambridge Investment Research Advisors, Inc.: 63,370
Sovran Advisors, LLC: 63,324
Kestra Advisory Services, LLC: 35,504
Physician Wealth Advisors, Inc.: 27,330
EVERETT HARRIS & CO /CA/: 13,076
CoreCap Advisors, LLC: 8,665
14.56% of PCM Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 2.03 M shares in the last 24 months. This purchase volume represents approximately $12.12 M in transactions.