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 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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Charles Schwab Investment Management 15M $393M 100% Mar 2026
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Sequoia Financial Advisors 12M $329M 13% Jun 2026
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Envestnet Asset Management 12M $314M 107% 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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Raymond James Financial 6.9M $181M 24% 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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CWM 5.0M $131M 19% Mar 2026
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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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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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Wright Fund Managment 3.3M $87M 100% Jun 2026
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YCMNET Advisors 3.2M $84M 5% Mar 2026
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Horizon Investments 3.1M $82M 34% 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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Fragasso 2.9M $77M 8% Jun 2026
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Royal Bank of Canada 2.9M $76M 100% 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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Advisor Group Holdings 2.5M $64M 30% Mar 2026
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Falcon Wealth Planning 2.4M $62M 12% Mar 2026
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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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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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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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Captrust Financial Advisors 1.8M $48M -7% 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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Waterway Wealth Management 1.7M $44M 4% Jun 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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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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Stonebridge Financial Group 1.5M $40M 5% Jun 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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Independent Advisor Alliance 1.4M $37M 100% Mar 2026
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management 1.3M $36M 59% Jun 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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Bridgewealth Advisory Group 1.2M $30M 10% 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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Jones Financial Companies, L.L 1.1M $30M 71% 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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Gateway Wealth Partners 1.0M $27M 102% Mar 2026
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Wealthcare Advisory Partners 1.0M $27M 4% Jun 2026
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Mason & Associates 987k $26M 2% 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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Eclectic Associates 908k $24M 11% Jun 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 890k $24M 0% Jun 2026
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Creative Capital Management Investments 887k $23M 11% Mar 2026
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MinichMacGregor Wealth Management 884k $23M 6% Jun 2026
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Hutchens & Kramer Investment Management Group 875k $23M 13% Jun 2026
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Trajan Wealth 840k $22M 1% Mar 2026
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Evergreen Capital Management 830k $22M 37% Mar 2026
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Sanctuary Advisors 825k $22M 27% 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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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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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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Larson Financial Group 757k $20M 18% Mar 2026
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Alliance Private Wealth 746k $20M -6% Jun 2026
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LexAurum Advisors 742k $19M 100% Mar 2026
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Scott Capital Advisors 740k $20M 14% Jun 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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Cary Street Partners Financial 707k $19M 2% Jun 2026
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Pinnacle Wealth Management 695k $18M 6% 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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Kozak & Associates 681k $18M 5449% Jun 2026
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O'Connor Financial Group 681k $18M 171% Jun 2026
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Bare Financial Services 665k $17M 8% Mar 2026
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Eq Wealth Advisors 664k $17M 11% Mar 2026
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IHT Wealth Management 659k $17M 1% 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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Castle Wealth Management 647k $17M 6% Mar 2026
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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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Beacon Capital Management 614k $16M 9% Mar 2026
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Financial Futures Ltd Liability 603k $16M 5% Mar 2026
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Northside Capital Management 600k $16M 0% Jun 2026
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EverSource Wealth Advisors 597k $16M 74% Mar 2026
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San Luis Wealth Advisors 591k $16M 75% Jun 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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Susquehanna International 575k $15M 100% Mar 2026
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CLG 555k $15M 6% Jun 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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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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Farther Finance Advisors 478k $13M -7% Jun 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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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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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