PIMCO Dynamic Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 12.90 M | $220.78 M | 1.60% | 3.13% |
| LPL FINANCIAL LLC | 05/06/2026 | 5.29 M | $90.49 M | 8.51% | 1.28% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 3.04 M | $51.98 M | 3.50% | 0.74% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 1.71 M | $29.22 M | 6.93% | 0.41% |
| UBS GROUP AG | 05/05/2026 | 1.65 M | $28.16 M | 3.39% | 0.40% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.59 M | $27.26 M | -28.05% | 0.39% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.58 M | $27.03 M | 10.02% | 0.38% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.54 M | $26.31 M | 10.51% | 0.37% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 1.53 M | $26.10 M | 5.05% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.45 M | $24.89 M | 6.32% | 0.35% |
| COHEN & STEERS, INC. | 05/15/2026 | 1.43 M | $24.41 M | 21.08% | 0.35% |
| 05/11/2026 | 1.31 M | $22.40 M | 1.22% | 0.32% | |
| TD WATERHOUSE CANADA INC. | 05/12/2026 | 1.30 M | $22.66 M | 7.12% | 0.32% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 1.18 M | $20.17 M | 7.12% | 0.29% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 876.12 K | $14.99 M | 5.08% | 0.21% |
| CERITY PARTNERS LLC | 05/15/2026 | 790.07 K | $13.52 M | 3,418.62% | 0.19% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 731.54 K | $12.52 M | 0.25% | 0.18% |
| MISSION HILLS FINANCIAL ADVISORY, LLC | 05/04/2026 | 724.19 K | $12.39 M | 6.11% | 0.18% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 693.62 K | $11.87 M | -0.57% | 0.17% |
| CYNDEO WEALTH PARTNERS, LLC | 04/13/2026 | 619.82 K | $10.61 M | 31.34% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 596.29 K | $10.20 M | -54.31% | 0.14% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 577.86 K | $9.89 M | 8.35% | 0.14% |
| CORNERSTONE ADVISORY, LLC | 05/04/2026 | 568.66 K | $9.73 M | -7.71% | 0.14% |
| BENSLER, LLC | 05/04/2026 | 525.87 K | $9.00 M | 4.73% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 483.92 K | $8.28 M | 17.21% | 0.12% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 458.80 K | $7.95 M | 6.30% | 0.11% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 04/09/2026 | 450.68 K | $7.71 M | 100.00% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 449.36 K | $7.69 M | 17.50% | 0.11% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 437.89 K | $7.49 M | 6.28% | 0.11% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 403.46 K | $7.15 M | -0.54% | 0.10% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 398.82 K | $6.82 M | 330.15% | 0.10% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 385.17 K | $6.59 M | 14.66% | 0.09% |
| VERUS CAPITAL PARTNERS, LLC | 05/22/2026 | 380.47 K | $6.51 M | 53.60% | 0.09% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 380.36 K | $6.51 M | 2,177.63% | 0.09% |
| DESTINY WEALTH PARTNERS, LLC | 05/11/2026 | 370.61 K | $6.34 M | 100.00% | 0.09% |
| WAGNER WEALTH MANAGEMENT, LLC | 04/24/2026 | 370.35 K | $6.34 M | 0.99% | 0.09% |
| LIFEWEALTH INVESTMENTS, LLC | 04/21/2026 | 369.24 K | $6.32 M | 10.17% | 0.09% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 362.62 K | $6.31 M | 314.32% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 362.23 K | $6.28 M | 3.44% | 0.09% |
| 05/14/2026 | 342.27 K | $5.86 M | 100.00% | 0.08% | |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 338.36 K | $5.79 M | 102.89% | 0.08% |
| ALLIUM FINANCIAL ADVISORS, LLC | 05/07/2026 | 329.89 K | $5.64 M | 14.51% | 0.08% |
| BRINKER CAPITAL INVESTMENTS, LLC | 05/13/2026 | 316.10 K | $5.41 M | 9.84% | 0.08% |
| XTX TOPCO LTD | 05/15/2026 | 288.11 K | $4.93 M | 2.53% | 0.07% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 278.44 K | $4.76 M | 9.43% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 274.54 K | $4.70 M | -3.29% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 249.22 K | $4.26 M | 206.53% | 0.06% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 05/05/2026 | 248.82 K | $4.26 M | 21.20% | 0.06% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 04/07/2026 | 232.99 K | $3.99 M | 4.41% | 0.06% |
| BETA WEALTH GROUP, INC. | 05/07/2026 | 227.45 K | $3.89 M | -0.83% | 0.06% |
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PIMCO Dynamic Income Fund institutional Ownership - FAQ's
During the previous two years, 469 institutional investors and hedge funds held shares of PIMCO Dynamic Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 12.9 M
LPL Financial LLC: 5.29 M
BANK OF AMERICA CORP /DE/: 3.04 M
Cetera Investment Advisers: 1.71 M
UBS Group AG: 1.65 M
WELLS FARGO & COMPANY/MN: 1.59 M
15.85% of PIMCO Dynamic Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 68.76 M shares in the last 24 months. This purchase volume represents approximately $1.22 B in transactions.