Who owns PIMCO?

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Analyze quarterly positions in Pimco with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Pimco stock

Who bought or sold PIMCO this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 25M $665M 9% Jun 2026
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Charles Schwab Investment Management 23M $621M 56% Jun 2026
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Sixth Street Partners Management Company 23M $621M 100% Jun 2026
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LPL Financial 21M $567M 19% Jun 2026
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Envestnet Asset Management 14M $359M 13% Jun 2026
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Sequoia Financial Advisors 12M $329M 13% Jun 2026
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HighTower Advisors 12M $305M 7% Jun 2026
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Wells Fargo & Company 9.9M $262M 43% Jun 2026
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Raymond James Financial 7.9M $211M 15% Jun 2026
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Retirement Planning Group 7.6M $194M 6% Sep 2026
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Advance Capital Management 7.6M $201M 7% Jun 2026
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AE Wealth Management 7.5M $198M -6% Jun 2026
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Pure Financial Advisors 7.3M $193M 100% Jun 2026
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Goss Wealth Management 6.4M $171M 15% Jun 2026
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UBS Group 5.6M $149M 19% Jun 2026
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WCG Wealth Advisors 5.4M $144M 59% Jun 2026
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United Capital Financial Advisers 5.2M $137M 12% Jun 2026
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State of New Jersey Common Pension Fund D 4.5M $119M 100% Jun 2026
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Warren Averett Asset Management 4.4M $117M 32510% Jun 2026
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YCMNET Advisors 4.3M $113M 34% Jun 2026
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Royal Bank of Canada 4.1M $110M 43% Jun 2026
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Bank of New York Mellon 4.1M $108M 88% Jun 2026
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Advocacy Wealth Management Services 4.0M $107M 3% Jun 2026
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Wealth Enhancement Advisory Services 4.0M $102M 74% Sep 2026
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Krilogy Financial 3.7M $93M -9% Sep 2026
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SNS Financial 3.6M $97M 100% Jun 2026
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Confluence Wealth Services 3.6M $95M 20% Jun 2026
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Gr Financial Group 3.5M $94M 100% Jun 2026
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Stratos Wealth Partners 3.4M $89M 1% Jun 2026
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Horizon Investments 3.3M $86M 5% Jun 2026
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Advisor Group Holdings 3.2M $84M 29% Jun 2026
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Northwestern Mutual Wealth Management Company 3.2M $84M 18% Jun 2026
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Apollon Wealth Management 3.0M $77M 21% Sep 2026
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CI Private Wealth 3.0M $79M 93% Jun 2026
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Fragasso 3.0M $76M 3% Sep 2026
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Commonwealth Equity Services 2.9M $78M 14% Jun 2026
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Summit Financial 2.8M $76M 14% Jun 2026
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Modern Wealth Management 2.8M $74M 2521% Jun 2026
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Cetera Investment Advisers 2.6M $68M 31% Jun 2026
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Falcon Wealth Planning 2.5M $67M 7% Jun 2026
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Journey Advisory Group 2.4M $63M 4% Jun 2026
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Family Investment Center 2.4M $60M -1% Sep 2026
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Heirloom Wealth Management 2.2M $55M 78% Sep 2026
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Cambridge Investment Research Advisors 2.1M $56M 10% Jun 2026
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Tanglewood Wealth Management 2.0M $51M 100% Sep 2026
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Captrust Financial Advisors 1.9M $50M 3% Jun 2026
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Ellenbecker Investment Group 1.9M $50M 10% Jun 2026
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Stifel Financial 1.9M $50M 18% Jun 2026
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RiverFront Investment Group 1.9M $50M 0% Jun 2026
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Vickerman Investment Advisors 1.8M $49M 13% Jun 2026
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Prime Capital Investment Advisors 1.8M $46M 5% Sep 2026
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Ritter Daniher Financial Advisory LLC / DE 1.8M $48M 4% Jun 2026
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GeoWealth Management 1.8M $48M 4% Jun 2026
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Fundamentun 1.8M $48M -4% Jun 2026
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management 1.7M $44M 30% Sep 2026
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Kensington Asset Management 1.7M $46M 3% Jun 2026
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Resources Investment Advisors 1.7M $46M 9% Jun 2026
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Waterway Wealth Management 1.7M $44M 4% Jun 2026
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Sunflower Bank 1.7M $45M 0% Jun 2026
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TCG Advisory Services 1.7M $45M 7% Jun 2026
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Integrated Wealth Concepts 1.7M $45M 14% Jun 2026
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Wagner Wealth Management 1.6M $41M 129% Sep 2026
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Acorn Financial Advisory Services 1.6M $43M 7% Jun 2026
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Jones Financial Companies, L.L 1.6M $43M 40% Jun 2026
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Money Matters Financial 1.6M $40M 9% Sep 2026
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Rfg Holdings 1.6M $42M 8% Jun 2026
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Private Advisor 1.5M $41M 2% Jun 2026
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RFG Advisory 1.5M $40M 144% Jun 2026
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Stonebridge Financial Group 1.4M $36M -5% Sep 2026
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Cardinal Point Capital Management, ULC 1.4M $35M 7% Sep 2026
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Crestmont Private Wealth 1.3M $35M 12% Jun 2026
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Sheridan Capital Management 1.3M $35M 3% Jun 2026
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Aprio Wealth Management 1.3M $35M 13% Jun 2026
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Wealth Alliance Advisory Group 1.3M $34M 0% Sep 2026
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D.B. Root & Company 1.3M $35M 9% Jun 2026
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Pictet North America Advisors SA 1.3M $33M 25% Sep 2026
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Mutual Advisors 1.3M $34M 7% Jun 2026
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Continuum Advisory 1.2M $33M 5% Jun 2026
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Mariner Wealth Advisors 1.2M $33M 78% Jun 2026
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Bridgewealth Advisory Group 1.2M $32M 4% Jun 2026
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Janney Montgomery Scott 1.2M $31M 1% Jun 2026
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Correct Capital Wealth Management 1.2M $31M 1% Jun 2026
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D.A. Davidson & Co. 1.2M $31M 7% Jun 2026
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Allen Capital Group 1.2M $31M 6% Jun 2026
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Intrua Financial 1.2M $31M 3% Jun 2026
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Wealthcare Advisory Partners 1.1M $29M 12% Sep 2026
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Berger Financial Group 1.1M $30M -1% Jun 2026
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Visionary Wealth Advisors 1.1M $29M -7% Jun 2026
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Mason & Associates 1.1M $27M 5% Sep 2026
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Drake & Associates 1.0M $28M 6% Jun 2026
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Northside Capital Management 1.0M $26M 69% Sep 2026
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Essex Financial Services 998k $27M 5% Jun 2026
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Gemmer Asset Management 990k $25M 3% Sep 2026
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EnRich Financial Partners 988k $25M 2% Sep 2026
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Eclectic Associates 968k $25M 7% Sep 2026
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Sanchez Wealth Management Group 962k $26M 3% Jun 2026
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Creative Capital Management Investments 953k $25M 7% Jun 2026
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Vance Wealth 944k $25M 100% Jun 2026
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LexAurum Advisors 942k $24M 16% Sep 2026
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Rainey & Randall Investment Management 939k $25M 21% Jun 2026
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MinichMacGregor Wealth Management 920k $23M 4% Sep 2026
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Welch Group 914k $24M 20% Jun 2026
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Larson Financial Group 909k $24M 20% Jun 2026
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Members Advisory Group 909k $24M 16% Jun 2026
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Hutchens & Kramer Investment Management Group 897k $23M 3% Sep 2026
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BIP Wealth 883k $22M 7% Sep 2026
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Great Point Wealth Advisors 881k $22M 6% Sep 2026
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CLS Investments 881k $23M -3% Jun 2026
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Evergreen Capital Management 878k $22M 1% Sep 2026
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First American Trust 865k $23M 20% Jun 2026
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Sanctuary Advisors 861k $23M 4% Jun 2026
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Trajan Wealth 849k $23M 1% Jun 2026
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Kestra Advisory Services 837k $22M 8% Jun 2026
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Legacy Financial Advisors 836k $22M 3% Jun 2026
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Scott Capital Advisors 780k $20M 5% Sep 2026
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Novem Group 777k $20M -51% Sep 2026
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MAI Wealth Advisors 770k $20M 22% Jun 2026
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Victory Financial Group 758k $20M -6% Jun 2026
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Dahring | Cusmano 755k $20M 5% Jun 2026
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Change Path 744k $20M -4% Jun 2026
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Bare Financial Services 741k $20M 11% Jun 2026
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Family Management Corporation 739k $20M -3% Jun 2026
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Alliance Private Wealth 728k $19M -2% Sep 2026
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Symphony Financial Services 718k $19M -9% Jun 2026
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Founders Financial Securities 713k $19M 8% Jun 2026
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Eq Wealth Advisors 710k $19M 7% Jun 2026
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Cary Street Partners Financial 707k $19M 2% Jun 2026
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Pinnacle Wealth Management 695k $18M 0% Jun 2026
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Riverchase Wealth Management 691k $18M 6% Jun 2026
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Beta Wealth 691k $18M 5% Jun 2026
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CLG 691k $18M 25% Sep 2026
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Davenport & Co 690k $18M 33% Jun 2026
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Kozak & Associates 681k $18M 5449% Jun 2026
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O'Connor Financial Group 681k $18M 171% Jun 2026
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Castle Wealth Management 667k $18M 3% Jun 2026
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True North Advisors 664k $17M -8% Sep 2026
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Financial Futures Ltd Liability 650k $17M 2% Sep 2026
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Flynn Zito Capital Management 645k $17M 26% Jun 2026
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Beacon Capital Management 644k $16M 4% Sep 2026
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Base Wealth Management 621k $16M -6% Sep 2026
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IHT Wealth Management 612k $16M -7% Jun 2026
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Action Point Financial Planning 608k $16M 100% Jun 2026
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Atria Investments 598k $15M 10% Sep 2026
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San Luis Wealth Advisors 591k $16M 0% Sep 2026
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Mid-American Wealth Advisory Group 582k $15M 22% Sep 2026
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Astoria Portfolio Advisors 579k $15M 21% Jun 2026
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Vise Technologies 575k $15M 2902% Jun 2026
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Lake Street Financial 572k $15M 28% Sep 2026
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ABLE Financial Group 568k $14M 6% Sep 2026
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Daymark Wealth Partners 563k $15M 3% Jun 2026
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Gateway Wealth Partners 559k $15M -46% Jun 2026
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EverSource Wealth Advisors 557k $15M -7% Jun 2026
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Stokes Capital Advisors 501k $13M -28% Sep 2026
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Jane Street 211k $5.6M -93% Jun 2026
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Smith, Moore & Co. 167k $4.4M -72% Jun 2026
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Concurrent Investment Advisors 167k $4.2M -77% Sep 2026
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First Heartland Consultants 53k $1.3M -94% Sep 2026
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Proficio Capital Partners 16k $433k -99% Jun 2026
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Who sold out of Pimco?

Fund or Company Name Date Sold Shares Held Valued At
Wright Fund Managment Jun 2026 3.3M $87M
Independent Advisor Alliance Mar 2026 1.4M $37M
Citadel Advisors Mar 2026 892k $23M
Susquehanna International Mar 2026 575k $15M