Pimco Income Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 983.06 K | $8.29 M | 23.64% | 2.07% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 719.42 K | $6.06 M | 115.35% | 1.68% |
| MORGAN STANLEY | 02/13/2026 | 553.87 K | $4.67 M | 7.19% | 1.17% |
| LPL FINANCIAL LLC | 02/11/2026 | 497.73 K | $4.20 M | 18.21% | 1.16% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 416.41 K | $3.51 M | -2.50% | 0.88% |
| GRANITESHARES ADVISORS LLC | 01/27/2026 | 324.85 K | $2.74 M | 100.00% | 0.69% |
| INVESCO LTD. | 02/19/2026 | 317.35 K | $2.68 M | -4.26% | 0.67% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 255.73 K | $2.16 M | 4.20% | 0.60% |
| HOHIMER WEALTH MANAGEMENT, LLC | 02/12/2026 | 256.97 K | $2.17 M | 2,058.69% | 0.54% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 253.64 K | $2.14 M | -28.25% | 0.54% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 252.98 K | $2.13 M | -17.93% | 0.53% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 232.81 K | $1.96 M | 21.43% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 204.99 K | $1.73 M | -1.37% | 0.43% |
| ROYAL BANK OF CANADA | 02/17/2026 | 202.81 K | $1.71 M | 0.23% | 0.43% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 173.47 K | $1.46 M | 2.67% | 0.37% |
| 02/18/2026 | 133.00 K | $1.12 B | 100.00% | 0.28% | |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 93.25 K | $786.11 K | -0.34% | 0.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 89.58 K | $755.00 K | -30.70% | 0.21% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 92.05 K | $775.97 K | 13.00% | 0.19% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 90.65 K | $764.18 K | -1.95% | 0.19% |
| CYPRESS CAPITAL GROUP | 02/11/2026 | 58.21 K | $490.74 K | 0.00% | 0.14% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 56.52 K | $476.00 K | -5.15% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 56.05 K | $472.53 K | 0.05% | 0.13% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 52.46 K | $442.26 K | -3.32% | 0.12% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 52.93 K | $446.20 K | -1.12% | 0.11% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 52.56 K | $443.04 K | 59.15% | 0.11% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 49.30 K | $415.58 K | 48.25% | 0.10% |
| SILVER OAK SECURITIES, INCORPORATED | 01/15/2026 | 47.84 K | $404.61 K | 100.00% | 0.10% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 40.91 K | $344.88 K | 2.84% | 0.09% |
| STONEX GROUP INC. | 02/12/2026 | 39.90 K | $337.70 K | 73.51% | 0.08% |
| ELM3 FINANCIAL GROUP, LLC | 01/22/2026 | 27.44 K | $231.28 K | -0.93% | 0.06% |
| SHUFRO ROSE & CO LLC | 02/09/2026 | 24.10 K | $203.16 K | 6.64% | 0.06% |
| TD WATERHOUSE CANADA INC. | 01/27/2026 | 24.79 K | $209.68 K | 0.00% | 0.05% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 24.62 K | $207.56 K | 2.90% | 0.05% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 24.00 K | $202.31 K | 47.11% | 0.05% |
| ARMOR INVESTMENT ADVISORS, LLC | 02/05/2026 | 21.74 K | $183.23 K | -1.73% | 0.05% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 23.54 K | $198.43 K | 100.00% | 0.05% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 23.50 K | $198.11 K | 9.30% | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 20.00 K | $168.58 K | 20.82% | 0.05% |
| LIDO ADVISORS, LLC | 02/10/2026 | 18.82 K | $161.84 K | 0.00% | 0.04% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 20.61 K | $173.70 K | 100.00% | 0.04% |
| FORTITUDE ADVISORY GROUP L.L.C. | 02/13/2026 | 20.47 K | $172.58 K | 47.15% | 0.04% |
| BLACKROCK, INC. | 02/12/2026 | 19.76 K | $166.61 K | 922.98% | 0.04% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 18.41 K | $155.21 K | -37.47% | 0.04% |
| WESTERN WEALTH MANAGEMENT, LLC | 02/05/2026 | 18.35 K | $154.65 K | -7.06% | 0.04% |
| UBS GROUP AG | 01/29/2026 | 17.12 K | $144.35 K | -3.11% | 0.04% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 16.64 K | $140.28 K | 0.00% | 0.04% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 02/09/2026 | 14.72 K | $124.12 K | 0.70% | 0.03% |
| MARINER, LLC | 02/13/2026 | 13.86 K | $116.87 K | -51.85% | 0.03% |
| COLONY GROUP, LLC | 02/13/2026 | 15.10 K | $127.25 K | 100.00% | 0.03% |
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Pimco Income Strategy Fund institutional Ownership - FAQ's
During the previous two years, 124 institutional investors and hedge funds held shares of Pimco Income Strategy Fund. The most heavily invested institutionals were:
INDEPENDENT FINANCIAL GROUP, LLC: 524,055
HOHIMER WEALTH MANAGEMENT, LLC: 435,267
GraniteShares Advisors LLC: 291,488
COMMONWEALTH EQUITY SERVICES, LLC: 197,799
TRUIST FINANCIAL CORP: 92,412
Cambridge Investment Research Advisors, Inc.: 88,266
15.20% of Pimco Income Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.85 M shares in the last 24 months. This purchase volume represents approximately $88.54 M in transactions.