PCM Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 11/12/2025 | 289.07 K | $1.94 M | 75.00% | 2.36% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 217.30 K | $1.46 M | 308.43% | 1.78% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 100.59 K | $674.95 K | -57.04% | 0.82% |
| CONCORD INVESTMENT COUNSEL INC. | 11/14/2025 | 99.38 K | $666.84 K | 100.00% | 0.81% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 90.25 K | $605.54 K | -4.55% | 0.74% |
| SOVRAN ADVISORS, LLC | 10/31/2025 | 88.61 K | $552.92 K | 3.93% | 0.72% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 57.10 K | $383.00 K | 8.94% | 0.47% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 27.81 K | $176.63 K | -6.56% | 0.23% |
| PHYSICIAN WEALTH ADVISORS, INC. | 11/04/2025 | 27.33 K | $183.39 K | -15.47% | 0.22% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 11/14/2025 | 24.53 K | $164.61 K | -39.05% | 0.20% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 20.97 K | $140.71 K | 100.00% | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 17.42 K | $116.88 K | -7.59% | 0.14% |
| MORGAN STANLEY | 11/14/2025 | 15.62 K | $104.83 K | 4.21% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 15.33 K | $103.00 K | -67.09% | 0.13% |
| SCOTIA CAPITAL INC. | 11/14/2025 | 13.78 K | $92.49 K | 100.00% | 0.11% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 12.47 K | $83.64 K | 0.00% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 8.57 K | $57.51 K | -19.28% | 0.07% |
| ADVISORNET FINANCIAL, INC | 10/09/2025 | 1.69 K | $11.31 K | 0.60% | 0.01% |
| CREEKMUR ASSET MANAGEMENT LLC | 11/12/2025 | 1.67 K | $11.19 K | 10.68% | 0.01% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 1.38 K | $9.25 K | 100.00% | 0.01% |
| J.SAFRA ASSET MANAGEMENT CORP | 10/29/2025 | 1.00 K | $6.71 K | 100.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 10/14/2025 | 500 | $3.36 K | 100.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 12/15/2025 | 300 | $2.00 K | 0.00% | 0.00% |
| WOLFF WIESE MAGANA LLC | 10/28/2025 | 4 | $27 | 0.00% | 0.00% |
| FMR LLC | 11/13/2025 | 1 | $4 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 11/06/2025 | 0 | $0 | -100.00% | 0.00% |
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PCM Fund Inc institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of PCM Fund Inc. The most heavily invested institutionals were:
Sovran Advisors, LLC: 71,738
AdvisorNet Financial, Inc: 1,701
HIGHLINE WEALTH PARTNERS LLC: 500
FNY Investment Advisers, LLC: 300
WOLFF WIESE MAGANA LLC: 4
LPL Financial LLC: 289,072
9.26% of PCM Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 1.34 M shares in the last 24 months. This purchase volume represents approximately $8.10 M in transactions.