Who Owns PIMCO Access Income Fund (PAXS)? -- Institutional Holders (2026-06-30)
70 institutions reported holding $180.1M of PIMCO Access Income Fund (PAXS) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($27.0M), MORGAN STANLEY ($21.8M), Cerity Partners LLC ($20.1M), Penserra Capital Management LLC ($19.1M), COHEN & STEERS, INC. ($16.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WELLS FARGO & COMPANY/MN | $27.0M | 1.9M | Added |
| 2 | MORGAN STANLEY | $21.8M | 1.5M | Trimmed |
| 3 | Cerity Partners LLC | $20.1M | 1.4M | Trimmed |
| 4 | Penserra Capital Management LLC | $19.1M | 1.3M | Added |
| 5 | COHEN & STEERS, INC. | $16.0M | 1.1M | Added |
| 6 | Royal Bank of Canada | $15.5M | 1.1M | Trimmed |
| 7 | UBS Group AG | $13.3M | 914,169 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $9.3M | 638,943 | Added |
| 9 | Thomas J. Herzfeld Advisors, Inc. | $4.5M | 311,965 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 311,261 | Added |
| 11 | Element Wealth, LLC | $2.8M | 194,871 | Trimmed |
| 12 | CORRADO ADVISORS, LLC | $2.4M | 164,754 | Added |
| 13 | LPL Financial LLC | $2.3M | 155,507 | Trimmed |
| 14 | Rockefeller Capital Management L.P. | $2.1M | 142,752 | Trimmed |
| 15 | SMITH, MOORE & CO. | $1.9M | 130,988 | Added |
| 16 | Noble Wealth Management PBC | $1.8M | 125,967 | Added |
| 17 | OSAIC HOLDINGS, INC. | $1.3M | 90,315 | Added |
| 18 | HighTower Advisors, LLC | $999,585 | 68,700 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $976,439 | 67,109 | Trimmed |
| 20 | Janney Montgomery Scott LLC | $720,000 | 49,500 | Added |
| 21 | Wealth Care LLC | $666,908 | 45,836 | Added |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $650,851 | 44,732 | Trimmed |
| 23 | Bramshill Investments, LLC | $642,732 | 44,174 | Added |
| 24 | WEDBUSH SECURITIES INC | $642,000 | 44,119 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $633,680 | 43,552 | Added |
Source: SEC Form 13F filings · as of 2026-06-30