PIMCO Dynamic Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 12.70 M | $224.93 M | -4.74% | 3.70% |
| LPL FINANCIAL LLC | 02/11/2026 | 4.87 M | $86.32 M | -1.00% | 1.42% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.94 M | $51.99 M | -4.18% | 0.86% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 2.82 M | $49.97 M | 100.00% | 0.82% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.21 M | $39.22 M | 110.35% | 0.65% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 1.63 M | $28.62 M | 3.65% | 0.47% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 1.60 M | $28.29 M | 4.92% | 0.47% |
| UBS GROUP AG | 01/29/2026 | 1.59 M | $28.19 M | -9.45% | 0.46% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 1.45 M | $25.71 M | 2.60% | 0.42% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.44 M | $25.44 M | 11.01% | 0.42% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.39 M | $24.64 M | -1.71% | 0.41% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.37 M | $24.23 M | 2.03% | 0.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 1.31 M | $23.11 M | 1.98% | 0.38% |
| 04/07/2026 | 1.29 M | $22.90 M | 100.00% | 0.38% | |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 1.22 M | $21.62 M | 100.00% | 0.36% |
| TD WATERHOUSE CANADA INC. | 01/27/2026 | 1.22 M | $21.54 M | -4.20% | 0.35% |
| COHEN & STEERS, INC. | 02/13/2026 | 1.18 M | $20.87 M | 6.93% | 0.34% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 1.10 M | $19.49 M | 0.82% | 0.32% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 833.79 K | $14.77 M | -1.17% | 0.24% |
| SOL CAPITAL MANAGEMENT CO | 01/30/2026 | 753.72 K | $13.35 M | 0.26% | 0.22% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 697.61 K | $12.35 M | -2.90% | 0.20% |
| MISSION HILLS FINANCIAL ADVISORY, LLC | 02/02/2026 | 682.48 K | $12.09 M | 7.20% | 0.20% |
| CORNERSTONE ADVISORY, LLC | 01/28/2026 | 616.20 K | $10.91 M | -2.13% | 0.18% |
| JANE STREET GROUP, LLC | 02/12/2026 | 610.97 K | $10.82 M | 503.94% | 0.18% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 533.33 K | $9.45 M | 185.59% | 0.16% |
| BENSLER, LLC | 02/04/2026 | 502.10 K | $8.89 M | 85.08% | 0.15% |
| CYNDEO WEALTH PARTNERS, LLC | 01/07/2026 | 471.92 K | $8.36 M | 10.86% | 0.14% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 431.62 K | $7.74 M | 0.45% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 412.87 K | $7.31 M | 0.48% | 0.12% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 412.00 K | $7.30 M | -0.92% | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 405.66 K | $7.18 M | -2.52% | 0.12% |
| MAREX GROUP PLC | 02/12/2026 | 398.21 K | $7.05 M | 100.00% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 382.44 K | $6.77 M | 6.21% | 0.11% |
| WAGNER WEALTH MANAGEMENT, LLC | 01/30/2026 | 366.73 K | $6.49 M | -4.38% | 0.11% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 350.19 K | $6.20 M | 31.99% | 0.10% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 335.93 K | $5.95 M | -12.54% | 0.10% |
| LIFEWEALTH INVESTMENTS, LLC | 01/26/2026 | 335.16 K | $5.94 M | 3.37% | 0.10% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 334.10 K | $5.92 M | -16.63% | 0.10% |
| ALLIUM FINANCIAL ADVISORS, LLC | 02/09/2026 | 288.08 K | $5.10 M | 98.73% | 0.08% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 287.79 K | $5.10 M | 14.11% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 283.89 K | $5.03 M | -12.05% | 0.08% |
| XTX TOPCO LTD | 02/17/2026 | 281.01 K | $4.98 M | 100.00% | 0.08% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 254.45 K | $4.51 M | 4.26% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 251.64 K | $4.46 M | 100.00% | 0.07% |
| VERUS CAPITAL PARTNERS, LLC | 02/11/2026 | 247.71 K | $4.39 M | 255.17% | 0.07% |
| BETA WEALTH GROUP, INC. | 02/13/2026 | 229.36 K | $4.06 M | -29.78% | 0.07% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 223.14 K | $3.95 M | 36.03% | 0.07% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 218.53 K | $3.98 M | 100.00% | 0.06% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 01/21/2026 | 205.30 K | $3.64 M | 11.92% | 0.06% |
| MORSE ASSET MANAGEMENT, INC | 02/03/2026 | 194.57 K | $3.45 M | 0.80% | 0.06% |
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PIMCO Dynamic Income Fund institutional Ownership - FAQ's
During the previous two years, 474 institutional investors and hedge funds held shares of PIMCO Dynamic Income Fund. The most heavily invested institutionals were:
UBS Group AG: 1.65 M
PFG Investments, LLC: 1.53 M
Cambridge Investment Research Advisors, Inc.: 1.18 M
Private Advisor Group, LLC: 876,123
Mission Hills Financial Advisory, LLC: 724,194
Cyndeo Wealth Partners, LLC: 619,822
19.65% of PIMCO Dynamic Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 71.90 M shares in the last 24 months. This purchase volume represents approximately $1.27 B in transactions.