Pimco California Municipal Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 2.45 M | $21.36 M | 2.89% | 12.89% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 1.55 M | $13.57 M | 13.36% | 8.19% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.21 M | $10.58 M | 21.33% | 6.39% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 1.14 M | $9.92 M | 5.33% | 5.99% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 924.22 K | $8.07 M | -20.33% | 4.87% |
| MATISSE CAPITAL | 01/29/2026 | 920.32 K | $8.03 M | 0.00% | 4.85% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 811.69 K | $7.09 M | 62.59% | 4.28% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 790.74 K | $6.90 M | -25.41% | 4.17% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 640.61 K | $5.59 M | 318.70% | 3.38% |
| MORGAN STANLEY | 02/13/2026 | 476.39 K | $4.16 M | -10.69% | 2.51% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 460.87 K | $4.02 M | 195.06% | 2.43% |
| WILLIAMS & NOVAK, LLC | 02/05/2026 | 418.36 K | $3.65 M | -8.48% | 2.20% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 391.54 K | $3.42 M | 28.70% | 2.06% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 383.83 K | $3.35 M | 100.00% | 2.02% |
| FIERA CAPITAL CORP | 02/11/2026 | 337.29 K | $2.94 M | -11.46% | 1.78% |
| LPL FINANCIAL LLC | 02/11/2026 | 283.24 K | $2.47 M | 16.17% | 1.49% |
| ALTIUM CAPITAL MANAGEMENT LP | 02/06/2026 | 259.09 K | $2.26 M | 100.00% | 1.37% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 246.04 K | $2.15 M | -0.03% | 1.30% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 221.20 K | $1.93 M | 1.12% | 1.17% |
| FIRST FOUNDATION ADVISORS | 02/04/2026 | 209.18 K | $1.83 M | 537.81% | 1.10% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 201.59 K | $1.76 M | 0.00% | 1.06% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 200.18 K | $1.75 M | 12.66% | 1.05% |
| WHITEBOX ADVISORS LLC | 02/17/2026 | 195.48 K | $1.71 M | 34.37% | 1.03% |
| CORE WEALTH PARTNERS LLC | 02/17/2026 | 163.71 K | $1.43 M | 0.02% | 0.86% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 146.12 K | $1.28 M | 44.89% | 0.77% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 140.91 K | $1.23 M | -0.85% | 0.74% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 136.50 K | $1.19 M | 8.22% | 0.72% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 107.62 K | $939.55 K | 7.79% | 0.57% |
| JANE STREET GROUP, LLC | 02/12/2026 | 96.76 K | $844.75 K | 100.00% | 0.51% |
| 02/11/2026 | 96.36 K | $841.18 M | 100.00% | 0.51% | |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 88.74 K | $774.70 K | 111.44% | 0.47% |
| UBS GROUP AG | 01/29/2026 | 74.79 K | $652.90 K | -59.21% | 0.39% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 02/17/2026 | 71.58 K | $624.89 K | 0.00% | 0.38% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 67.25 K | $587.09 K | -20.25% | 0.35% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 61.37 K | $536.00 K | 1.62% | 0.32% |
| ACKERMAN CAPITAL ADVISORS, LLC | 02/11/2026 | 60.25 K | $525.99 K | 36.57% | 0.32% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 56.55 K | $493.65 K | -4.72% | 0.30% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 55.62 K | $477.74 K | 0.00% | 0.29% |
| EVOKE WEALTH, LLC | 02/06/2026 | 46.08 K | $403.97 K | 6.54% | 0.24% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 45.44 K | $397.00 K | -22.17% | 0.24% |
| ROYAL BANK OF CANADA | 02/17/2026 | 38.82 K | $339.00 K | 4.14% | 0.20% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 38.11 K | $332.66 K | 28.13% | 0.20% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 37.59 K | $328.14 K | 72.39% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 36.92 K | $322.35 K | 100.00% | 0.19% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 36.46 K | $318.27 K | 100.00% | 0.19% |
| INTELLECTUS PARTNERS, LLC | 02/10/2026 | 36.07 K | $316.21 K | 0.00% | 0.19% |
| DAKOTA WEALTH MANAGEMENT | 01/13/2026 | 35.69 K | $311.53 K | 18.61% | 0.19% |
| TCG ADVISORY SERVICES, LLC | 02/17/2026 | 35.40 K | $309.00 K | 100.00% | 0.19% |
| 02/17/2026 | 35.29 K | $308.06 K | 100.00% | 0.19% | |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 34.17 K | $298.29 K | -12.79% | 0.18% |
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Pimco California Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 111 institutional investors and hedge funds held shares of Pimco California Municipal Income Fund. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 2.45 M
Karpus Management, Inc.: 1.55 M
GUGGENHEIM CAPITAL LLC: 1.21 M
Saba Capital Management, L.P.: 1.14 M
Advisors Asset Management, Inc.: 924,224
Matisse Capital: 920,318
90.96% of Pimco California Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 17.46 M shares in the last 24 months. This purchase volume represents approximately $159.27 M in transactions.