Who owns PIMCO?
- Ticker: PYLD
- CUSIP Number: 72201r585
Tip: Access positions for across all investors
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 | 23M | $605M | 100% | Mar 2026 |
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| Morgan Stanley | 21M | $550M | 23% | Mar 2026 |
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| LPL Financial | 18M | $472M | 23% | Mar 2026 |
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| Envestnet Asset Management | 12M | $314M | 107% | Mar 2026 |
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| Sequoia Financial Advisors | 11M | $288M | 16% | Mar 2026 |
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| HighTower Advisors | 11M | $282M | 16% | Mar 2026 |
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| AE Wealth Management | 7.9M | $208M | 23% | Mar 2026 |
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| Advance Capital Management | 7.1M | $186M | 45% | Mar 2026 |
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| Wells Fargo & Company | 6.9M | $181M | 55% | Mar 2026 |
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| Retirement Planning Group | 6.5M | $169M | 12% | Mar 2026 |
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| Goss Wealth Management | 5.6M | $147M | 8% | Mar 2026 |
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| Raymond James Financial | 5.5M | $148M | 48% | Dec 2025 |
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| UBS Group | 4.7M | $124M | 37% | Mar 2026 |
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| United Capital Financial Advisers | 4.6M | $121M | 69% | Mar 2026 |
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| TruWealth Advisors | 4.2M | $111M | 4% | Mar 2026 |
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| CWM | 4.2M | $113M | 37% | Dec 2025 |
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| Advocacy Wealth Management Services | 3.9M | $103M | 9% | Mar 2026 |
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| Krilogy Financial | 3.7M | $99M | 6% | Mar 2026 |
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| WCG Wealth Advisors | 3.4M | $89M | -2% | Mar 2026 |
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| Stratos Wealth Partners | 3.3M | $87M | 1968% | Mar 2026 |
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| YCMNET Advisors | 3.2M | $84M | 5% | Mar 2026 |
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| Jane Street | 3.0M | $79M | 100% | Mar 2026 |
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| Confluence Wealth Services | 3.0M | $78M | 27% | Mar 2026 |
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| Royal Bank of Canada | 2.9M | $76M | 114% | Mar 2026 |
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| Fragasso | 2.7M | $71M | 6% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.7M | $70M | 43% | Mar 2026 |
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| Commonwealth Equity Services | 2.6M | $68M | -19% | Mar 2026 |
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| Summit Financial | 2.5M | $65M | 5% | Mar 2026 |
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| Falcon Wealth Planning | 2.4M | $62M | 12% | Mar 2026 |
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| Horizon Investments | 2.3M | $63M | 3% | Dec 2025 |
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| Journey Advisory Group | 2.3M | $60M | 100% | Mar 2026 |
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| State of New Jersey Common Pension Fund D | 2.3M | $59M | 50% | Mar 2026 |
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| Bank of New York Mellon | 2.2M | $57M | 3% | Mar 2026 |
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| Family Investment Center | 2.1M | $56M | 7% | Mar 2026 |
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| Captrust Financial Advisors | 2.0M | $53M | 5% | Dec 2025 |
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| Cetera Investment Advisers | 1.9M | $51M | 122% | Mar 2026 |
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| Cambridge Investment Research Advisors | 1.9M | $50M | 85% | Mar 2026 |
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| Advisor Group Holdings | 1.9M | $50M | 45% | Dec 2025 |
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| Fundamentun | 1.9M | $49M | 11% | Mar 2026 |
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| RiverFront Investment Group | 1.9M | $49M | 1% | Mar 2026 |
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| Apollon Wealth Management | 1.9M | $49M | 5% | Mar 2026 |
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| Ritter Daniher Financial Advisory LLC / DE | 1.7M | $46M | 5% | Mar 2026 |
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| GeoWealth Management | 1.7M | $45M | 5% | Mar 2026 |
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| Prime Capital Investment Advisors | 1.7M | $45M | 100% | Mar 2026 |
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| Ellenbecker Investment Group | 1.7M | $45M | 8% | Mar 2026 |
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| Sunflower Bank | 1.7M | $45M | 5% | Mar 2026 |
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| Kensington Asset Management | 1.7M | $44M | 15% | Mar 2026 |
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| Waterway Wealth Management | 1.6M | $42M | 12% | Mar 2026 |
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| Vickerman Investment Advisors | 1.6M | $43M | 40% | Mar 2026 |
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| Stifel Financial | 1.6M | $42M | 19% | Mar 2026 |
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| TCG Advisory Services | 1.6M | $42M | 11% | Mar 2026 |
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| Resources Investment Advisors | 1.6M | $41M | 15% | Mar 2026 |
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| CI Private Wealth | 1.5M | $40M | 65% | Mar 2026 |
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| Private Advisor | 1.5M | $40M | 1% | Mar 2026 |
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| Acorn Financial Advisory Services | 1.5M | $40M | 33% | Mar 2026 |
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| Integrated Wealth Concepts | 1.5M | $39M | 45% | Mar 2026 |
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| Rfg Holdings | 1.5M | $38M | 25% | Mar 2026 |
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| Stonebridge Financial Group | 1.4M | $38M | 17% | Mar 2026 |
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| Independent Advisor Alliance | 1.4M | $37M | 100% | Mar 2026 |
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| Wealth Alliance Advisory Group | 1.3M | $34M | 15% | Mar 2026 |
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| Sheridan Capital Management | 1.3M | $34M | 11% | Mar 2026 |
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| Money Matters Financial | 1.3M | $33M | 5% | Mar 2026 |
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| D.B. Root & Company | 1.2M | $32M | 5% | Mar 2026 |
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| Mutual Advisors | 1.2M | $32M | 103% | Mar 2026 |
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| Crestmont Private Wealth | 1.2M | $31M | 5% | Mar 2026 |
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| Aprio Wealth Management | 1.2M | $31M | 10% | Mar 2026 |
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| Cardinal Point Capital Management, ULC | 1.2M | $31M | 10% | Mar 2026 |
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| Continuum Advisory | 1.2M | $31M | 9% | Mar 2026 |
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| Visionary Wealth Advisors | 1.2M | $31M | 5% | Mar 2026 |
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| Berger Financial Group | 1.2M | $30M | 8% | Mar 2026 |
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| Janney Montgomery Scott | 1.2M | $30M | 9% | Mar 2026 |
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| Correct Capital Wealth Management | 1.2M | $30M | 2% | Mar 2026 |
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| Intrua Financial | 1.1M | $29M | 18% | Mar 2026 |
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| Pictet North America Advisors SA | 1.1M | $29M | 34% | Mar 2026 |
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| Proficio Capital Partners | 1.1M | $29M | -40% | Mar 2026 |
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| Allen Capital Group | 1.1M | $29M | 54% | Mar 2026 |
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| D.A. Davidson & Co. | 1.1M | $29M | 10% | Mar 2026 |
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| Bridgewealth Advisory Group | 1.0M | $28M | 17% | Dec 2025 |
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| Gateway Wealth Partners | 1.0M | $27M | 102% | Mar 2026 |
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| Mason & Associates | 987k | $26M | 2% | Mar 2026 |
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| Wealthcare Advisory Partners | 983k | $26M | 23% | Mar 2026 |
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| Drake & Associates | 977k | $26M | 10% | Mar 2026 |
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| Essex Financial Services | 950k | $25M | 17% | Mar 2026 |
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| Gemmer Asset Management | 942k | $25M | 8% | Mar 2026 |
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| Sanchez Wealth Management Group | 930k | $24M | 3% | Mar 2026 |
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| CLS Investments | 908k | $24M | 0% | Mar 2026 |
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| EnRich Financial Partners | 903k | $24M | 1% | Mar 2026 |
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| Citadel Advisors | 892k | $23M | 121% | Mar 2026 |
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| First Heartland Consultants | 889k | $23M | 5% | Mar 2026 |
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| Creative Capital Management Investments | 887k | $23M | 11% | Mar 2026 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 848k | $22M | 127% | Mar 2026 |
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| Trajan Wealth | 840k | $22M | 1% | Mar 2026 |
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| MinichMacGregor Wealth Management | 835k | $22M | 8% | Mar 2026 |
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| Sanctuary Advisors | 825k | $22M | 27% | Mar 2026 |
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| Eclectic Associates | 818k | $21M | 18% | Mar 2026 |
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| Legacy Financial Advisors | 814k | $21M | 6% | Mar 2026 |
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| Victory Financial Group | 809k | $21M | 45% | Mar 2026 |
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| Alliance Private Wealth | 794k | $21M | 100% | Mar 2026 |
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| Great Point Wealth Advisors | 789k | $21M | 4% | Mar 2026 |
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| Symphony Financial Services | 787k | $21M | 4% | Mar 2026 |
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| Members Advisory Group | 782k | $21M | 3% | Mar 2026 |
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| Rainey & Randall Investment Management | 778k | $20M | 16% | Mar 2026 |
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| Change Path | 774k | $20M | 38% | Mar 2026 |
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| Hutchens & Kramer Investment Management Group | 773k | $20M | 8% | Mar 2026 |
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| Kestra Advisory Services | 772k | $20M | 631% | Mar 2026 |
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| True North Advisors | 770k | $20M | 100% | Mar 2026 |
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| Family Management Corporation | 760k | $20M | 12% | Mar 2026 |
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| Welch Group | 759k | $20M | 3% | Mar 2026 |
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| LexAurum Advisors | 742k | $19M | 14% | Mar 2026 |
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| Brookstone Capital Management | 738k | $19M | 29% | Mar 2026 |
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| Dahring | Cusmano | 719k | $19M | 5% | Mar 2026 |
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| First American Trust | 719k | $19M | 3% | Mar 2026 |
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| Pinnacle Wealth Management | 695k | $18M | 6% | Mar 2026 |
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| Cary Street Partners Financial | 694k | $18M | 7% | Mar 2026 |
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| Mariner Wealth Advisors | 689k | $18M | -25% | Mar 2026 |
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| Stokes Capital Advisors | 688k | $18M | 35% | Mar 2026 |
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| Jones Financial Companies, L.L | 671k | $18M | 91% | Dec 2025 |
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| Eq Wealth Advisors | 664k | $17M | 11% | Mar 2026 |
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| Beta Wealth | 658k | $17M | 15% | Mar 2026 |
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| Founders Financial Securities | 657k | $17M | -7% | Mar 2026 |
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| Riverchase Wealth Management | 653k | $17M | 18% | Mar 2026 |
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| IHT Wealth Management | 652k | $17M | 95% | Dec 2025 |
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| Scott Capital Advisors | 651k | $17M | 5755% | Mar 2026 |
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| Castle Wealth Management | 647k | $17M | 6% | Mar 2026 |
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| Larson Financial Group | 641k | $17M | 15% | Dec 2025 |
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| MAI Wealth Advisors | 633k | $17M | 18% | Mar 2026 |
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| RFG Advisory | 621k | $16M | 89% | Mar 2026 |
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| BIP Wealth | 620k | $16M | 32% | Mar 2026 |
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| Bare Financial Services | 618k | $17M | 15% | Dec 2025 |
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| Beacon Capital Management | 614k | $16M | 9% | Mar 2026 |
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| Evergreen Capital Management | 606k | $16M | 49% | Dec 2025 |
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| Financial Futures Ltd Liability | 603k | $16M | 5% | Mar 2026 |
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| Northside Capital Management | 598k | $16M | 100% | Mar 2026 |
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| EverSource Wealth Advisors | 597k | $16M | 74% | Mar 2026 |
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| Smith, Moore & Co. | 589k | $15M | 2% | Mar 2026 |
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| Base Wealth Management | 581k | $15M | 21% | Mar 2026 |
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| Daymark Wealth Partners | 547k | $14M | 7% | Mar 2026 |
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| ABLE Financial Group | 530k | $14M | 4% | Mar 2026 |
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| Atria Investments | 521k | $14M | 87% | Mar 2026 |
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| Davenport & Co | 520k | $14M | 14% | Mar 2026 |
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| Farther Finance Advisors | 516k | $14M | -40% | Mar 2026 |
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| PFG Financial Advisors | 514k | $14M | 41127% | Mar 2026 |
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| Flynn Zito Capital Management | 510k | $13M | 57% | Mar 2026 |
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| Kelman-Lazarov | 498k | $13M | -1% | Mar 2026 |
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| CLG | 485k | $13M | 26% | Dec 2025 |
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| Astoria Portfolio Advisors | 477k | $13M | 0% | Mar 2026 |
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| GSB Wealth Management | 471k | $12M | 23% | Mar 2026 |
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| Lake Street Financial | 470k | $12M | 12% | Mar 2026 |
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| Advisor OS | 470k | $12M | 13% | Mar 2026 |
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| Mjp Associates | 470k | $12M | 13% | Mar 2026 |
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| Pasadena Private Wealth | 418k | $11M | -31% | Mar 2026 |
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| Toroso Investments | 373k | $9.8M | -43% | Mar 2026 |
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| Kingsview Wealth Management | 308k | $8.1M | -37% | Mar 2026 |
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| Novem Group | 284k | $7.4M | -72% | Mar 2026 |
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| Envestnet Portfolio Solutions | 139k | $3.7M | -82% | Mar 2026 |
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| Renaissance Technologies | 135k | $3.6M | -80% | Dec 2025 |
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| Schwallier Wealth Management | 109k | $2.9M | -86% | Mar 2026 |
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| Horizon Wealth Management | 46k | $1.2M | -98% | Mar 2026 |
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| Creative Financial Designs | 14k | $354k | -98% | Mar 2026 |
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| Thrivent Financial for Lutherans | 13k | $344k | -98% | Mar 2026 |
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Who sold out of Pimco?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gr Financial Group | Dec 2025 | 3.5M | $92M |
| Wealth Enhancement Advisory Services | Dec 2025 | 3.2M | $86M |
| Wright Fund Managment | Dec 2025 | 1.9M | $52M |
| Vigilare Wealth Management | Dec 2025 | 1.3M | $36M |