Who Owns PIMCO (PDX)? -- Institutional Holders (2026-06-30)
116 institutions reported holding $455.5M of PIMCO (PDX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Saba Capital Management, L.P. ($133.6M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($22.9M), Thomas J. Herzfeld Advisors, Inc. ($22.8M), WELLS FARGO & COMPANY/MN ($21.8M), COHEN & STEERS, INC. ($21.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Saba Capital Management, L.P. | $133.6M | 6.4M | Hold |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $22.9M | 1.1M | Trimmed |
| 3 | Thomas J. Herzfeld Advisors, Inc. | $22.8M | 1.1M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $21.8M | 1.0M | Added |
| 5 | COHEN & STEERS, INC. | $21.3M | 1.0M | Hold |
| 6 | UBS Group AG | $21.2M | 1.0M | Added |
| 7 | Royal Bank of Canada | $20.9M | 1.0M | Added |
| 8 | MORGAN STANLEY | $18.3M | 879,336 | Trimmed |
| 9 | Williams Jones Wealth Management, LLC. | $17.4M | 837,548 | Trimmed |
| 10 | BANK OF AMERICA CORP /DE/ | $16.5M | 793,540 | Added |
| 11 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $14.6M | 701,289 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $14.5M | 695,177 | Trimmed |
| 13 | Almitas Capital LLC | $11.4M | 549,495 | Added |
| 14 | HOLLENCREST CAPITAL MANAGEMENT | $10.2M | 489,829 | Added |
| 15 | STIFEL FINANCIAL CORP | $8.1M | 388,769 | Added |
| 16 | Advisors Asset Management, Inc. | $7.1M | 341,810 | Added |
| 17 | Pathstone Holdings, LLC | $6.4M | 308,991 | Trimmed |
| 18 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $5.5M | 263,425 | Trimmed |
| 19 | VESTOR CAPITAL, LLC | $5.3M | 36,089 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $5.1M | 242,580 | Trimmed |
| 21 | RAYMOND JAMES FINANCIAL INC | $3.7M | 179,862 | Added |
| 22 | Altium Capital Management LP | $3.3M | 157,700 | Hold |
| 23 | FIRST TRUST ADVISORS LP | $2.4M | 116,886 | Trimmed |
| 24 | Rareview Capital LLC | $2.4M | 98,718 | Added |
| 25 | Focus Partners Wealth | $2.4M | 113,183 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30