Pimco High Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 2.42 M | $12.06 M | -31.07% | 1.34% |
| LPL FINANCIAL LLC | 11/12/2025 | 1.89 M | $9.43 M | 6.33% | 1.05% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 1.36 M | $6.81 M | 3.12% | 0.76% |
| INVESCO LTD. | 11/13/2025 | 1.28 M | $6.38 M | 4.34% | 0.71% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 1.25 M | $6.20 M | 181.65% | 0.69% |
| UBS GROUP AG | 11/13/2025 | 1.16 M | $5.78 M | 11.48% | 0.64% |
| COHEN & STEERS, INC. | 11/14/2025 | 1.12 M | $5.60 M | 1.05% | 0.62% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 1.03 M | $5.14 M | 7.36% | 0.57% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 892.32 K | $4.45 M | 0.52% | 0.50% |
| MORGAN STANLEY | 11/14/2025 | 823.79 K | $4.11 M | 3.98% | 0.46% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 648.65 K | $3.24 M | 28.11% | 0.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 562.61 K | $2.81 M | -27.34% | 0.31% |
| BRINKER CAPITAL INVESTMENTS, LLC | 11/12/2025 | 472.17 K | $2.36 M | 9.67% | 0.26% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 430.04 K | $2.15 M | -5.32% | 0.24% |
| PARK AVENUE SECURITIES LLC | 10/23/2025 | 363.21 K | $1.81 M | -3.03% | 0.20% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 331.91 K | $1.66 M | -13.73% | 0.18% |
| PRINCIPAL SECURITIES, INC. | 11/12/2025 | 329.25 K | $1.64 M | 4.92% | 0.18% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 302.83 K | $1.51 M | 100.00% | 0.17% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 11/10/2025 | 280.67 K | $1.40 M | 0.00% | 0.16% |
| WHIPPLEWOOD ADVISORS, LLC | 11/06/2025 | 205.26 K | $1.02 M | 0.30% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 190.06 K | $948.39 K | 5.53% | 0.11% |
| APOLLON WEALTH MANAGEMENT, LLC | 10/17/2025 | 179.42 K | $895.30 K | -46.96% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 174.11 K | $868.78 K | 2.94% | 0.10% |
| NILSINE PARTNERS, LLC | 10/06/2025 | 166.12 K | $828.95 K | -2.98% | 0.09% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 151.74 K | $757.18 K | -9.44% | 0.08% |
| ROYAL BANK OF CANADA | 11/14/2025 | 143.60 K | $716.00 K | -19.48% | 0.08% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 10/15/2025 | 132.00 K | $658.66 K | -0.83% | 0.07% |
| RATHBONES GROUP PLC | 11/13/2025 | 131.40 K | $655.69 K | 0.00% | 0.07% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 130.30 K | $650.20 K | -6.53% | 0.07% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 120.12 K | $599.41 K | -10.01% | 0.07% |
| PRESPER FINANCIAL ARCHITECTS, LLC | 10/28/2025 | 114.04 K | $569.05 K | 1.50% | 0.06% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 103.00 K | $514.00 K | -12.80% | 0.06% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 11/12/2025 | 99.64 K | $497.20 K | -7.36% | 0.06% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 98.84 K | $493.22 K | 63.28% | 0.05% |
| JANE STREET GROUP, LLC | 11/14/2025 | 98.45 K | $491.26 K | 875.71% | 0.05% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 10/08/2025 | 83.81 K | $418.21 K | -3.17% | 0.05% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 83.75 K | $417.92 K | 1.83% | 0.05% |
| TRUEMARK INVESTMENTS, LLC | 10/30/2025 | 76.92 K | $383.84 K | 100.00% | 0.04% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 76.08 K | $379.64 K | 11.81% | 0.04% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 11/07/2025 | 74.33 K | $370.88 K | 6.91% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 60.29 K | $300.85 K | -30.75% | 0.03% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 56.43 K | $281.59 K | 5.61% | 0.03% |
| CREEKSIDE PARTNERS | 10/27/2025 | 50.03 K | $249.64 K | 0.00% | 0.03% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 45.06 K | $224.85 K | 6.49% | 0.03% |
| NEW ENGLAND PRIVATE WEALTH ADVISORS LLC | 11/13/2025 | 44.35 K | $221.29 K | 195.65% | 0.02% |
| MGO ONE SEVEN LLC | 10/24/2025 | 41.36 K | $206.39 K | 0.00% | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 39.09 K | $195.04 K | -36.06% | 0.02% |
| TWO SIGMA SECURITIES, LLC | 11/14/2025 | 37.50 K | $187.12 K | 40.49% | 0.02% |
| CARL P. SHERR & CO., LLC | 11/03/2025 | 36.80 K | $183.63 K | 0.00% | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 35.86 K | $178.93 K | 106.33% | 0.02% |
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Pimco High Income Fund institutional Ownership - FAQ's
During the previous two years, 156 institutional investors and hedge funds held shares of Pimco High Income Fund. The most heavily invested institutionals were:
Apollon Wealth Management, LLC: 179,846
Nilsine Partners, LLC: 171,108
BENJAMIN EDWARDS INC: 130,650
Future Financial Wealth Managment LLC: 130,283
Noble Wealth Management PBC: 112,350
TrueMark Investments, LLC: 79,784
11.60% of Pimco High Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 22.80 M shares in the last 24 months. This purchase volume represents approximately $113.07 M in transactions.