PIMCO Access Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.77 M | $27.07 M | 3.00% | 3.98% |
| SOL CAPITAL MANAGEMENT CO | 01/30/2026 | 1.47 M | $22.52 M | 2.78% | 3.31% |
| MORGAN STANLEY | 02/13/2026 | 1.28 M | $19.52 B | 18.42% | 2.87% |
| UBS GROUP AG | 01/29/2026 | 1.03 M | $15.83 B | -25.05% | 2.33% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.03 M | $15.68 M | 8.62% | 2.31% |
| COHEN & STEERS, INC. | 02/13/2026 | 911.77 K | $13.95 M | 4.16% | 2.05% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 592.95 K | $9.07 M | 25.36% | 1.34% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 396.60 K | $6.07 B | -0.19% | 0.89% |
| LPL FINANCIAL LLC | 02/11/2026 | 161.88 K | $2.48 M | 13.66% | 0.36% |
| CORRADO ADVISORS, LLC | 02/10/2026 | 151.76 K | $2.32 M | 6.91% | 0.34% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 125.24 K | $1.92 M | -0.09% | 0.28% |
| SMITH, MOORE & CO. | 01/23/2026 | 123.79 K | $1.89 M | -2.30% | 0.28% |
| CERITY PARTNERS LLC | 02/11/2026 | 100.00 K | $1.53 M | 95.55% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 89.18 K | $1.36 B | 9.56% | 0.20% |
| CHOREO, LLC | 01/23/2026 | 72.16 K | $1.11 M | 13.69% | 0.16% |
| JANE STREET GROUP, LLC | 02/12/2026 | 52.36 K | $801.05 M | 100.00% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 46.76 K | $715.46 K | -2.29% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 46.43 K | $710.40 K | 16.67% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 42.27 K | $647.00 K | 1.54% | 0.10% |
| CRUMLY & ASSOCIATES INC. | 01/14/2026 | 39.75 K | $608.18 K | 0.00% | 0.09% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 38.89 K | $595.00 K | -0.47% | 0.09% |
| COURIER CAPITAL LLC | 01/29/2026 | 37.20 K | $569.18 K | 0.00% | 0.08% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 36.02 K | $551.05 K | -2.61% | 0.08% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 29.03 K | $462.41 K | 0.53% | 0.07% |
| COMERICA BANK | 01/29/2026 | 28.64 K | $438.15 K | 2.80% | 0.06% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 25.85 K | $395.49 M | 6.94% | 0.06% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 25.00 K | $382.51 K | 62.08% | 0.06% |
| MATHES COMPANY, INC. | 02/09/2026 | 22.00 K | $337.00 K | 0.00% | 0.05% |
| MAREX GROUP PLC | 02/12/2026 | 21.79 K | $333.34 K | 100.00% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 20.31 K | $311.00 K | -55.83% | 0.05% |
| IAMS WEALTH MANAGEMENT, LLC | 01/26/2026 | 17.25 K | $263.93 K | 0.00% | 0.04% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 15.96 K | $244.11 K | 100.00% | 0.04% |
| NAVIS WEALTH ADVISORS, LLC | 02/13/2026 | 15.73 K | $240.72 K | 100.00% | 0.04% |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 02/04/2026 | 15.41 K | $235.77 K | 3.08% | 0.03% |
| BLACKROCK, INC. | 02/12/2026 | 13.13 K | $200.92 M | 174.38% | 0.03% |
| HILTON CAPITAL MANAGEMENT, LLC | 02/12/2026 | 12.00 K | $183.60 K | 0.00% | 0.03% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 11.71 K | $179.20 M | -7.00% | 0.03% |
| LIFEPLAN INVESTMENT ADVISORS, INC. | 02/09/2026 | 10.00 K | $153.00 K | 0.00% | 0.02% |
| SOUTHSTATE CORP | 02/11/2026 | 9.35 K | $143.06 K | 0.00% | 0.02% |
| ACTIVEST WEALTH MANAGEMENT | 01/30/2026 | 7.50 K | $114.75 K | 100.00% | 0.02% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 4.99 K | $76.36 K | 28.27% | 0.01% |
| ANFIELD CAPITAL MANAGEMENT, LLC | 02/03/2026 | 3.66 K | $56.06 K | 0.00% | 0.01% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 2.21 K | $33.74 M | 100.00% | 0.01% |
| COMMONWEALTH RETIREMENT INVESTMENTS LLC | 02/11/2026 | 1.30 K | $19.89 K | 100.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 01/16/2026 | 1.10 K | $16.00 K | 0.00% | 0.00% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 914 | $13.98 K | 100.00% | 0.00% |
| IFP ADVISORS, INC | 02/06/2026 | 616 | $9.43 M | 0.00% | 0.00% |
| CWM, LLC | 01/26/2026 | 580 | $9.00 K | 53.44% | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 02/12/2026 | 500 | $7.65 K | 0.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 375 | $5.74 M | -70.00% | 0.00% |
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PIMCO Access Income Fund institutional Ownership - FAQ's
During the previous two years, 71 institutional investors and hedge funds held shares of PIMCO Access Income Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 1.77 M
SOL Capital Management CO: 1.47 M
MORGAN STANLEY: 1.28 M
UBS Group AG: 1.03 M
ROYAL BANK OF CANADA: 1.03 M
COHEN & STEERS, INC.: 911,766
9.40% of PIMCO Access Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.55 M shares in the last 24 months. This purchase volume represents approximately $150.58 M in transactions.