Pimco Income Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 886.43 K | $6.99 M | 10.11% | 1.84% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 880.07 K | $6.93 M | -7.85% | 1.83% |
| MORGAN STANLEY | 08/13/2026 | 594.86 K | $4.69 M | 0.99% | 1.23% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 524.74 K | $4.13 M | -4.62% | 1.09% |
| LPL FINANCIAL LLC | 08/07/2026 | 432.73 K | $3.41 M | 3.06% | 0.90% |
| HOHIMER WEALTH MANAGEMENT, LLC | 08/03/2026 | 390.26 K | $3.08 M | -10.34% | 0.81% |
| INVESCO LTD. | 08/14/2026 | 348.67 K | $2.75 M | 5.20% | 0.72% |
| GRANITESHARES ADVISORS LLC | 08/04/2026 | 335.39 K | $2.64 M | 15.06% | 0.70% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 295.08 K | $2.35 M | 582.57% | 0.61% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 281.19 K | $2.22 M | 1.91% | 0.58% |
| CENTAURUS FINANCIAL, INC. | 08/17/2026 | 257.01 K | $2.03 M | 1.03% | 0.53% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 254.10 K | $2.00 M | 18.46% | 0.53% |
| ROYAL BANK OF CANADA | 08/14/2026 | 246.96 K | $1.95 M | 4.88% | 0.51% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 224.18 K | $1.77 M | -4.46% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 204.41 K | $1.61 M | -0.38% | 0.42% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 180.61 K | $1.42 M | -8.69% | 0.37% |
| PINNACLE FINANCIAL PARTNERS, INC. | 08/14/2026 | 140.30 K | $1.11 M | -0.46% | 0.29% |
| LIDO ADVISORS, LLC | 08/07/2026 | 123.88 K | $1.35 M | 558.43% | 0.26% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 93.98 K | $740.57 K | 1.70% | 0.19% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 93.25 K | $734.83 K | 0.00% | 0.19% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 82.17 K | $648.00 K | -6.90% | 0.17% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 70.75 K | $557.53 K | -11.17% | 0.15% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 65.72 K | $517.87 K | 24.10% | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 62.21 K | $490.21 K | 4.78% | 0.13% |
| UBS GROUP AG | 08/13/2026 | 60.25 K | $474.75 K | 251.51% | 0.13% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 60.13 K | $473.85 K | -85.40% | 0.12% |
| CYPRESS CAPITAL GROUP | 08/05/2026 | 58.21 K | $458.72 K | 0.00% | 0.12% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 54.68 K | $430.86 K | 100.00% | 0.11% |
| JANE STREET GROUP, LLC | 08/14/2026 | 52.12 K | $410.69 K | 36.03% | 0.11% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 48.51 K | $382.00 K | 6.95% | 0.10% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 46.17 K | $367.60 K | -14.10% | 0.10% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 43.35 K | $341.56 K | 3.01% | 0.09% |
| CITADEL ADVISORS LLC | 09/02/2026 | 42.56 K | $335.40 K | 100.00% | 0.09% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 41.67 K | $328.92 K | 68.11% | 0.09% |
| SILVER OAK SECURITIES, INCORPORATED | 08/07/2026 | 41.33 K | $325.70 K | -10.81% | 0.09% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 38.26 K | $301.51 K | 0.00% | 0.08% |
| STONEX GROUP INC. | 08/12/2026 | 36.39 K | $289.31 K | 83.06% | 0.08% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 36.23 K | $285.52 K | 1.33% | 0.08% |
| IMC-CHICAGO, LLC | 08/06/2026 | 31.93 K | $251.62 K | 100.00% | 0.07% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 27.08 K | $213.39 K | 7.67% | 0.06% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 26.75 K | $210.75 K | 30.64% | 0.06% |
| SHUFRO ROSE & CO LLC | 08/12/2026 | 24.10 K | $189.91 K | 0.00% | 0.05% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 23.50 K | $185.18 K | 0.00% | 0.05% |
| ELM3 FINANCIAL GROUP, LLC | 07/29/2026 | 22.53 K | $177.51 K | -12.97% | 0.05% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 21.34 K | $168.19 K | 1.84% | 0.04% |
| BLACKROCK, INC. | 08/07/2026 | 19.76 K | $155.74 K | 0.00% | 0.04% |
| ARMOR INVESTMENT ADVISORS, LLC | 08/04/2026 | 18.52 K | $145.97 K | -14.78% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 17.94 K | $141.37 K | -16.19% | 0.04% |
| BENSLER, LLC | 07/23/2026 | 17.53 K | $138.14 K | 100.00% | 0.04% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 17.11 K | $134.51 K | 0.00% | 0.04% |
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Pimco Income Strategy Fund institutional Ownership - FAQ's
During the previous two years, 139 institutional investors and hedge funds held shares of Pimco Income Strategy Fund. The most heavily invested institutionals were:
AMERIPRISE FINANCIAL INC: 886,431
GUGGENHEIM CAPITAL LLC: 880,069
MORGAN STANLEY: 594,857
INDEPENDENT FINANCIAL GROUP, LLC: 524,739
LPL Financial LLC: 432,726
HOHIMER WEALTH MANAGEMENT, LLC: 390,256
17.16% of Pimco Income Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.38 M shares in the last 24 months. This purchase volume represents approximately $92.83 M in transactions.