Pimco Income Strategy Fund II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.31 M | $9.36 M | -12.12% | 1.34% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.16 M | $8.29 M | -5.12% | 1.19% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 1.14 M | $8.12 M | 6.24% | 1.17% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 819.72 K | $5.84 M | -2.19% | 0.84% |
| COHEN & STEERS, INC. | 08/14/2026 | 806.23 K | $5.75 M | 0.00% | 0.83% |
| MORGAN STANLEY | 08/13/2026 | 770.93 K | $5.50 M | -0.37% | 0.79% |
| INVESCO LTD. | 08/14/2026 | 741.88 K | $5.29 M | 7.16% | 0.76% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 638.60 K | $4.55 M | 10.83% | 0.65% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 464.55 K | $3.34 M | 23.67% | 0.48% |
| ROYAL BANK OF CANADA | 08/14/2026 | 354.15 K | $2.53 M | -6.31% | 0.36% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 316.66 K | $2.26 M | 4.52% | 0.32% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 313.94 K | $2.24 M | -21.64% | 0.32% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 258.57 K | $1.84 M | 100.00% | 0.26% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 245.85 K | $1.75 M | -0.31% | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 223.79 K | $1.60 M | 760.84% | 0.23% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 212.51 K | $1.52 M | 7.03% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 209.18 K | $1.49 M | 25.76% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 197.17 K | $1.41 M | 64.95% | 0.20% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 191.46 K | $1.37 M | 0.00% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 182.35 K | $1.30 M | -1.89% | 0.19% |
| UBS GROUP AG | 08/13/2026 | 175.29 K | $1.25 M | 112.37% | 0.18% |
| SIMPLICITY WEALTH,LLC | 08/06/2026 | 171.39 K | $1.22 M | 113.10% | 0.18% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 163.10 K | $1.16 M | -45.99% | 0.17% |
| PRIVATE TRUST CO NA | 07/28/2026 | 158.01 K | $1.13 M | -9.06% | 0.16% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 153.00 K | $1.09 M | 11.68% | 0.16% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 134.06 K | $955.81 K | -1.62% | 0.14% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 120.47 K | $858.95 K | 0.94% | 0.12% |
| KEUDELL/MORRISON WEALTH MANAGEMENT | 07/15/2026 | 113.77 K | $811.20 K | 4.47% | 0.12% |
| MOORS & CABOT, INC. | 08/10/2026 | 104.77 K | $747.00 K | -0.91% | 0.11% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 98.93 K | $705.37 K | 100.00% | 0.10% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 93.51 K | $666.75 K | 2.76% | 0.10% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 86.77 K | $618.69 K | -4.71% | 0.09% |
| IMC-CHICAGO, LLC | 08/06/2026 | 84.73 K | $604.15 K | 100.00% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 84.11 K | $600.00 K | -4.51% | 0.09% |
| CENTAURUS FINANCIAL, INC. | 08/17/2026 | 81.93 K | $584.00 K | 2.24% | 0.08% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 81.70 K | $582.52 K | 1.65% | 0.08% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 81.24 K | $579.26 K | 12.16% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 75.21 K | $536.26 K | -40.73% | 0.08% |
| XTX TOPCO LTD | 08/14/2026 | 73.15 K | $521.55 K | -17.09% | 0.07% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 71.63 K | $510.71 K | -4.00% | 0.07% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 68.66 K | $489.56 K | -0.87% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 67.61 K | $482.09 K | -11.32% | 0.07% |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 08/07/2026 | 58.68 K | $418.37 K | 9.95% | 0.06% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 07/08/2026 | 56.20 K | $400.68 K | 2.04% | 0.06% |
| RS CRUM INC. | 08/10/2026 | 55.75 K | $397.50 K | 0.00% | 0.06% |
| VERITY ASSET MANAGEMENT, INC. | 08/13/2026 | 53.70 K | $382.86 K | -4.12% | 0.06% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 53.51 K | $381.56 K | -2.42% | 0.05% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 52.22 K | $372.35 K | 0.55% | 0.05% |
| TRUEMARK INVESTMENTS, LLC | 07/22/2026 | 49.91 K | $355.85 K | 3.40% | 0.05% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 49.13 K | $350.32 K | 3.05% | 0.05% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Pimco Income Strategy Fund II institutional Ownership - FAQ's
During the previous two years, 194 institutional investors and hedge funds held shares of Pimco Income Strategy Fund II. The most heavily invested institutionals were:
GUGGENHEIM CAPITAL LLC: 1.31 M
LPL Financial LLC: 1.16 M
AMERIPRISE FINANCIAL INC: 1.14 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 819,721
COHEN & STEERS, INC.: 806,234
MORGAN STANLEY: 770,928
14.81% of Pimco Income Strategy Fund II stock is owned by institutional investors.
Institutional investors have bought a total of 20.07 M shares in the last 24 months. This purchase volume represents approximately $140.46 M in transactions.