Pimco High Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 2.46 M | $11.47 M | -0.18% | 1.41% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.83 M | $8.52 M | 42.08% | 1.04% |
| UBS GROUP AG | 08/13/2026 | 1.40 M | $6.50 M | 10.21% | 0.80% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.36 M | $6.36 M | 9.35% | 0.78% |
| INVESCO LTD. | 08/14/2026 | 1.30 M | $6.06 M | 4.13% | 0.74% |
| COHEN & STEERS, INC. | 08/14/2026 | 1.20 M | $5.60 M | 1.23% | 0.69% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.14 M | $5.31 M | 6.32% | 0.65% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 986.47 K | $4.60 M | 6.44% | 0.56% |
| MORGAN STANLEY | 08/13/2026 | 922.89 K | $4.30 M | 8.42% | 0.53% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 916.05 K | $4.27 M | -2.68% | 0.52% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 736.60 K | $3.43 M | 64.49% | 0.42% |
| GRANITESHARES ADVISORS LLC | 08/04/2026 | 580.84 K | $2.71 M | 15.06% | 0.33% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 405.48 K | $1.89 M | 15.90% | 0.23% |
| RFG ADVISORY, LLC | 07/15/2026 | 390.86 K | $1.82 M | 100.00% | 0.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 377.18 K | $1.76 M | 0.27% | 0.22% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 354.87 K | $1.65 M | 0.49% | 0.20% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 350.46 K | $1.63 M | 88.65% | 0.20% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 305.34 K | $1.42 M | -0.72% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 269.90 K | $1.26 M | -5.83% | 0.15% |
| ELM3 FINANCIAL GROUP, LLC | 07/29/2026 | 264.58 K | $1.23 M | 2.13% | 0.15% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 07/28/2026 | 261.44 K | $1.22 M | 0.00% | 0.15% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 202.15 K | $942.02 K | -1.80% | 0.12% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 200.10 K | $944.88 K | -15.93% | 0.11% |
| IMC-CHICAGO, LLC | 08/06/2026 | 179.41 K | $836.05 K | 100.00% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 178.53 K | $831.95 K | 3.49% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 175.21 K | $816.48 K | -15.15% | 0.10% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 173.13 K | $806.80 K | -0.09% | 0.10% |
| CREEKSIDE PARTNERS | 07/31/2026 | 142.03 K | $661.84 K | 8.35% | 0.08% |
| ROYAL BANK OF CANADA | 08/14/2026 | 135.29 K | $630.00 K | -2.40% | 0.08% |
| RATHBONES GROUP PLC | 07/23/2026 | 131.40 K | $612.32 K | 0.00% | 0.08% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 130.00 K | $606.00 K | 26.21% | 0.07% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 120.29 K | $560.55 K | -3.74% | 0.07% |
| LEGEND CAPITAL ADVISORS LLC | 08/14/2026 | 116.36 K | $542.23 K | 2.36% | 0.07% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 116.13 K | $541.15 K | -8.64% | 0.07% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 07/24/2026 | 113.39 K | $525.01 K | -11.24% | 0.06% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 108.26 K | $504.47 K | 0.00% | 0.06% |
| RAYBURN WEST FINANCIAL SERVICES LLC | 08/07/2026 | 99.10 K | $461.81 K | 0.00% | 0.06% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 91.60 K | $426.86 K | -11.92% | 0.05% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 84.46 K | $393.56 K | 7.11% | 0.05% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 07/07/2026 | 81.30 K | $378.86 K | -3.61% | 0.05% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 75.44 K | $351.56 K | -13.73% | 0.04% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 72.18 K | $336.35 K | 12.04% | 0.04% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 71.36 K | $332.52 K | 274.97% | 0.04% |
| XTX TOPCO LTD | 08/14/2026 | 67.88 K | $316.34 K | 100.00% | 0.04% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 07/23/2026 | 65.90 K | $307.09 K | 3.13% | 0.04% |
| JANE STREET GROUP, LLC | 08/14/2026 | 61.11 K | $284.76 K | -57.05% | 0.03% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 53.02 K | $247.08 K | 27.91% | 0.03% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 51.70 K | $240.93 K | 100.00% | 0.03% |
| MGO ONE SEVEN LLC | 07/31/2026 | 51.67 K | $240.79 K | 0.61% | 0.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 51.44 K | $239.72 K | 37.39% | 0.03% |
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Pimco High Income Fund institutional Ownership - FAQ's
During the previous two years, 215 institutional investors and hedge funds held shares of Pimco High Income Fund. The most heavily invested institutionals were:
LPL Financial LLC: 2.46 M
ADVISOR GROUP HOLDINGS, INC.: 1.83 M
UBS Group AG: 1.4 M
BANK OF AMERICA CORP /DE/: 1.36 M
Invesco Ltd.: 1.3 M
COHEN & STEERS, INC.: 1.2 M
12.82% of Pimco High Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 27.57 M shares in the last 24 months. This purchase volume represents approximately $133.16 M in transactions.