Pimco Income Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 955.03 K | $7.64 M | -2.85% | 2.22% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 805.01 K | $6.44 M | 11.90% | 1.87% |
| MORGAN STANLEY | 05/15/2026 | 589.04 K | $4.71 M | 6.35% | 1.37% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 550.16 K | $4.40 M | -1.64% | 1.28% |
| HOHIMER WEALTH MANAGEMENT, LLC | 05/01/2026 | 435.27 K | $3.48 M | 69.38% | 1.01% |
| LPL FINANCIAL LLC | 05/06/2026 | 419.89 K | $3.36 M | -15.64% | 0.98% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 411.85 K | $3.29 M | -1.09% | 0.96% |
| INVESCO LTD. | 05/12/2026 | 331.44 K | $2.65 M | 4.44% | 0.77% |
| GRANITESHARES ADVISORS LLC | 04/23/2026 | 291.49 K | $2.33 M | -10.27% | 0.68% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 275.92 K | $2.21 M | 7.90% | 0.64% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 254.38 K | $2.04 M | 0.29% | 0.59% |
| ROYAL BANK OF CANADA | 05/15/2026 | 235.48 K | $1.88 M | 16.11% | 0.55% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 234.65 K | $1.88 M | 0.79% | 0.55% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 214.51 K | $1.72 M | 23.66% | 0.50% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 205.19 K | $1.64 M | 0.10% | 0.48% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 197.80 K | $1.58 M | -21.81% | 0.46% |
| 05/14/2026 | 140.96 K | $1.13 M | 5.98% | 0.33% | |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 93.25 K | $746.02 K | 0.00% | 0.22% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 92.41 K | $739.30 K | 0.39% | 0.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 88.27 K | $706.00 K | -1.46% | 0.21% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 79.65 K | $637.20 K | -12.13% | 0.19% |
| NAVIS WEALTH ADVISORS, LLC | 05/15/2026 | 68.65 K | $549.21 K | 100.00% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 59.37 K | $474.95 K | 5.92% | 0.14% |
| CYPRESS CAPITAL GROUP | 05/15/2026 | 58.21 K | $465.70 K | 0.00% | 0.14% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 53.75 K | $430.04 K | 9.04% | 0.13% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 52.96 K | $423.65 K | 0.76% | 0.12% |
| SILVER OAK SECURITIES, INCORPORATED | 04/20/2026 | 46.34 K | $370.74 K | -3.14% | 0.11% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 45.36 K | $363.00 K | -19.75% | 0.11% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 43.23 K | $345.85 K | 100.00% | 0.10% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 42.08 K | $336.62 K | 2.85% | 0.10% |
| JANE STREET GROUP, LLC | 05/12/2026 | 38.32 K | $306.52 K | 205.37% | 0.09% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 38.26 K | $306.10 K | -27.71% | 0.09% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 35.76 K | $286.06 K | 48.99% | 0.08% |
| ELM3 FINANCIAL GROUP, LLC | 04/13/2026 | 25.89 K | $207.08 K | -5.65% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 25.15 K | $201.20 K | 2.14% | 0.06% |
| TD WATERHOUSE CANADA INC. | 05/12/2026 | 24.79 K | $199.52 K | 0.00% | 0.06% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 24.10 K | $192.80 K | 0.00% | 0.06% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 23.50 K | $188.00 K | 0.00% | 0.05% |
| ARMOR INVESTMENT ADVISORS, LLC | 04/29/2026 | 21.74 K | $173.89 K | 0.00% | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 21.41 K | $171.25 K | 7.04% | 0.05% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 20.96 K | $167.67 K | 1.72% | 0.05% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 20.47 K | $163.78 K | 0.00% | 0.05% |
| STONEX GROUP INC. | 05/14/2026 | 19.88 K | $160.60 K | -50.18% | 0.05% |
| BLACKROCK, INC. | 05/13/2026 | 19.76 K | $158.11 K | 0.00% | 0.05% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 18.95 K | $151.61 K | 2.93% | 0.04% |
| LIDO ADVISORS, LLC | 05/13/2026 | 18.82 K | $152.05 K | 0.00% | 0.04% |
| UBS GROUP AG | 05/05/2026 | 17.14 K | $137.12 K | 0.10% | 0.04% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 17.11 K | $136.56 K | 48.74% | 0.04% |
| WESTERN WEALTH MANAGEMENT, LLC | 06/18/2026 | 16.79 K | $134.30 K | -8.49% | 0.04% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 16.64 K | $133.13 K | 0.00% | 0.04% |
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Pimco Income Strategy Fund institutional Ownership - FAQ's
During the previous two years, 126 institutional investors and hedge funds held shares of Pimco Income Strategy Fund. The most heavily invested institutionals were:
GUGGENHEIM CAPITAL LLC: 955,029
AMERIPRISE FINANCIAL INC: 805,007
MORGAN STANLEY: 589,039
INDEPENDENT FINANCIAL GROUP, LLC: 550,155
HOHIMER WEALTH MANAGEMENT, LLC: 435,267
LPL Financial LLC: 419,885
18.74% of Pimco Income Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.99 M shares in the last 24 months. This purchase volume represents approximately $89.67 M in transactions.