Pimco High Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 1.94 M | $9.41 M | 2.50% | 1.16% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.66 M | $8.08 M | 32.77% | 0.92% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.31 M | $6.37 M | -3.97% | 0.73% |
| UBS GROUP AG | 01/29/2026 | 1.29 M | $6.26 M | 11.22% | 0.72% |
| COHEN & STEERS, INC. | 02/13/2026 | 1.15 M | $5.58 M | 2.42% | 0.69% |
| INVESCO LTD. | 02/19/2026 | 1.22 M | $5.91 M | -4.93% | 0.68% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.20 M | $5.83 M | 16.36% | 0.67% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 1.16 M | $5.63 M | 145.30% | 0.64% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 887.86 K | $4.32 M | -0.50% | 0.49% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 880.85 K | $4.28 M | 35.80% | 0.49% |
| MORGAN STANLEY | 02/13/2026 | 840.36 K | $4.08 M | 2.01% | 0.47% |
| GRANITESHARES ADVISORS LLC | 01/27/2026 | 562.59 K | $2.73 M | 100.00% | 0.34% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 589.63 K | $2.87 M | -75.61% | 0.33% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 382.83 K | $1.86 M | -10.98% | 0.23% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 395.82 K | $1.92 M | 19.25% | 0.22% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 337.61 K | $1.64 M | 2.54% | 0.20% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 335.86 K | $1.63 M | -7.53% | 0.20% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 02/11/2026 | 280.67 K | $1.36 M | 0.00% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 301.74 K | $1.47 M | -46.37% | 0.17% |
| ELM3 FINANCIAL GROUP, LLC | 01/22/2026 | 209.09 K | $1.02 M | 100.00% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 195.85 K | $951.82 K | 3.05% | 0.12% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 206.85 K | $1.01 M | 0.77% | 0.11% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 179.85 K | $874.05 K | 0.24% | 0.11% |
| NILSINE PARTNERS, LLC | 01/15/2026 | 171.11 K | $831.59 K | 3.00% | 0.10% |
| JANE STREET GROUP, LLC | 02/12/2026 | 169.09 K | $821.80 K | 71.76% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 170.74 K | $829.78 K | -1.93% | 0.09% |
| ROYAL BANK OF CANADA | 02/17/2026 | 149.64 K | $727.00 K | 4.21% | 0.08% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 142.12 K | $690.71 K | 18.31% | 0.08% |
| RATHBONES GROUP PLC | 02/06/2026 | 131.40 K | $638.60 K | 0.00% | 0.08% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 130.65 K | $634.96 K | -13.90% | 0.08% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 01/21/2026 | 130.28 K | $639.69 K | -1.30% | 0.08% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 124.60 K | $605.56 K | -4.37% | 0.07% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 112.35 K | $546.02 K | -62.90% | 0.07% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 111.49 K | $541.82 K | 12.79% | 0.07% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 103.00 K | $500.00 K | 0.00% | 0.06% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 92.15 K | $447.84 K | 10.03% | 0.06% |
| CREEKSIDE PARTNERS | 02/13/2026 | 90.84 K | $441.50 K | 81.59% | 0.05% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 01/08/2026 | 82.80 K | $402.42 K | -1.20% | 0.05% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 82.08 K | $398.91 K | 7.89% | 0.05% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 79.78 K | $387.75 K | 3.72% | 0.05% |
| 02/05/2026 | 79.10 K | $384.43 M | 100.00% | 0.05% | |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 81.79 K | $397.50 K | -17.92% | 0.05% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 73.76 K | $358.47 K | -0.76% | 0.04% |
| PRESPER FINANCIAL ARCHITECTS, LLC | 02/05/2026 | 72.54 K | $352.56 K | -36.39% | 0.04% |
| 02/03/2026 | 61.67 K | $299.74 K | 100.00% | 0.04% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 61.54 K | $299.07 K | 2.07% | 0.04% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 01/21/2026 | 57.80 K | $280.91 K | 100.00% | 0.03% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 55.39 K | $258.69 K | -1.84% | 0.03% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 49.67 K | $241.37 K | 32.45% | 0.03% |
| NEW ENGLAND PRIVATE WEALTH ADVISORS LLC | 02/09/2026 | 44.35 K | $215.53 K | 0.00% | 0.03% |
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Pimco High Income Fund institutional Ownership - FAQ's
During the previous two years, 189 institutional investors and hedge funds held shares of Pimco High Income Fund. The most heavily invested institutionals were:
LPL Financial LLC: 1.94 M
ADVISOR GROUP HOLDINGS, INC.: 1.66 M
GUGGENHEIM CAPITAL LLC: 1.31 M
UBS Group AG: 1.29 M
Invesco Ltd.: 1.22 M
BANK OF AMERICA CORP /DE/: 1.2 M
12.78% of Pimco High Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 26.09 M shares in the last 24 months. This purchase volume represents approximately $127.60 M in transactions.