Pimco High Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 05/06/2026 | 2.47 M | $11.42 M | 27.29% | 1.41% |
| BRINKER CAPITAL INVESTMENTS, LLC | 05/13/2026 | 1.32 M | $6.12 M | 14.17% | 0.75% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.29 M | $5.96 M | -22.56% | 0.73% |
| UBS GROUP AG | 05/05/2026 | 1.27 M | $5.86 M | -1.79% | 0.72% |
| INVESCO LTD. | 05/12/2026 | 1.25 M | $5.78 M | 2.65% | 0.71% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.25 M | $5.78 M | 4.02% | 0.71% |
| COHEN & STEERS, INC. | 05/15/2026 | 1.19 M | $5.50 M | 3.32% | 0.68% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.07 M | $4.96 M | -18.20% | 0.61% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 941.25 K | $4.36 M | 6.86% | 0.54% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 926.78 K | $4.29 M | 4.38% | 0.53% |
| MORGAN STANLEY | 05/15/2026 | 851.21 K | $3.94 M | 1.29% | 0.49% |
| GRANITESHARES ADVISORS LLC | 04/23/2026 | 504.81 K | $2.34 M | -10.27% | 0.29% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 447.81 K | $2.07 M | -24.05% | 0.26% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 376.16 K | $1.74 M | -1.74% | 0.21% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 353.16 K | $1.64 M | 5.15% | 0.20% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 349.86 K | $1.62 M | 3.63% | 0.20% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 307.54 K | $1.42 M | -22.30% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 286.62 K | $1.33 M | -5.01% | 0.16% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 05/05/2026 | 261.44 K | $1.21 M | -6.85% | 0.15% |
| ELM3 FINANCIAL GROUP, LLC | 04/13/2026 | 259.07 K | $1.20 M | 23.90% | 0.15% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 238.03 K | $1.10 M | 100.00% | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 206.50 K | $956.09 K | 5.44% | 0.12% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 205.86 K | $953.14 K | -0.48% | 0.12% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 185.77 K | $860.13 K | 30.71% | 0.11% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 173.29 K | $802.34 K | -3.64% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 172.51 K | $798.72 K | 1.04% | 0.10% |
| JANE STREET GROUP, LLC | 05/12/2026 | 142.27 K | $658.70 K | -15.87% | 0.08% |
| ROYAL BANK OF CANADA | 05/15/2026 | 138.61 K | $642.00 K | -7.37% | 0.08% |
| RATHBONES GROUP PLC | 06/09/2026 | 131.40 K | $608.38 K | 0.00% | 0.08% |
| CREEKSIDE PARTNERS | 04/22/2026 | 131.09 K | $606.92 K | 44.30% | 0.07% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 04/16/2026 | 127.75 K | $597.88 K | -1.94% | 0.07% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 127.11 K | $588.54 K | 14.02% | 0.07% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 124.96 K | $578.59 K | -4.35% | 0.07% |
| 05/15/2026 | 113.68 K | $526.33 K | 100.00% | 0.06% | |
| WESTERN WEALTH MANAGEMENT, LLC | 06/18/2026 | 108.26 K | $501.22 K | 100.00% | 0.06% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 104.00 K | $481.52 K | -16.53% | 0.06% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 103.00 K | $477.00 K | 0.00% | 0.06% |
| 05/05/2026 | 99.10 K | $458.83 K | 25.28% | 0.06% | |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 87.45 K | $404.89 K | -22.16% | 0.05% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 05/07/2026 | 84.34 K | $390.50 K | 1.86% | 0.05% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 84.22 K | $389.93 K | 2.97% | 0.05% |
| 04/30/2026 | 82.97 K | $384.14 K | 34.53% | 0.05% | |
| PFG INVESTMENTS, LLC | 04/27/2026 | 78.85 K | $365.08 K | -14.43% | 0.05% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 64.42 K | $298.28 K | -21.51% | 0.04% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 05/05/2026 | 63.90 K | $295.86 K | 10.55% | 0.04% |
| 04/21/2026 | 55.44 K | $256.67 K | 33.19% | 0.03% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 51.59 K | $238.88 K | -16.16% | 0.03% |
| MGO ONE SEVEN LLC | 05/14/2026 | 51.36 K | $237.80 K | 24.18% | 0.03% |
| NEW ENGLAND PRIVATE WEALTH ADVISORS LLC | 05/08/2026 | 44.35 K | $205.33 K | 0.00% | 0.03% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 42.38 K | $196.00 K | 100.00% | 0.02% |
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Pimco High Income Fund institutional Ownership - FAQ's
During the previous two years, 196 institutional investors and hedge funds held shares of Pimco High Income Fund. The most heavily invested institutionals were:
LPL Financial LLC: 2.47 M
Brinker Capital Investments, LLC: 1.32 M
ADVISOR GROUP HOLDINGS, INC.: 1.29 M
UBS Group AG: 1.27 M
Invesco Ltd.: 1.25 M
BANK OF AMERICA CORP /DE/: 1.25 M
12.31% of Pimco High Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 26.21 M shares in the last 24 months. This purchase volume represents approximately $126.58 M in transactions.