Who Owns PIMCO (LDUR)? -- Institutional Holders (2026-06-30)

208 institutions reported holding $1.06B of PIMCO (LDUR) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($239.1M), Advocacy Wealth Management, LLC ($106.6M), LPL Financial LLC ($71.3M), WELLS FARGO & COMPANY/MN ($54.5M), BANK OF AMERICA CORP /DE/ ($42.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FMR LLC$239.1M2.5MAdded
2Advocacy Wealth Management, LLC$106.6M1.1MAdded
3LPL Financial LLC$71.3M745,492Trimmed
4WELLS FARGO & COMPANY/MN$54.5M570,273Added
5BANK OF AMERICA CORP /DE/$42.2M441,550Added
6TD Capital Management LLC$42.1M440,019Added
7MORGAN STANLEY$37.7M394,513Added
8GREAT VALLEY ADVISOR GROUP, INC.$35.4M370,534Added
9JPMORGAN CHASE & CO$31.7M331,094Added
10KELLY FINANCIAL GROUP LLC$28.6M299,442Added
11ENVESTNET ASSET MANAGEMENT INC$25.0M261,567Trimmed
12O'Connor Financial Group LLC$19.4M202,851Trimmed
13Beacon Capital Management, Inc.$18.6M194,710Added
14Royal Bank of Canada$16.1M168,892Added
15OneDigital Investment Advisors LLC$14.9M156,063Added
16HighTower Advisors, LLC$12.8M133,806Trimmed
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11.9M125,367Added
18UBS Group AG$9.9M103,432Trimmed
19Visionary Wealth Advisors$8.9M92,607Added
20Gateway Wealth Partners, LLC$8.6M90,411Trimmed
21EXCHANGE TRADED CONCEPTS, LLC$8.5M88,719Added
22Treasure Coast Financial Planning$8.2M85,945Added
23VALLEY NATIONAL ADVISERS INC$7.7M80,061Added
24Dynamic Advisor Solutions LLC$7.4M77,855Added
25CarsonAllaria Wealth Management, Ltd.$7.1M74,416Added

Source: SEC Form 13F filings · as of 2026-06-30