Who Owns PIMCO HIGH INCOME FD (PHK)? -- Institutional Holders (2026-06-30)

151 institutions reported holding $104.7M of PIMCO HIGH INCOME FD (PHK) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($11.5M), OSAIC HOLDINGS, INC. ($8.5M), UBS Group AG ($6.5M), BANK OF AMERICA CORP /DE/ ($6.4M), Invesco Ltd. ($6.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$11.5M2.5MTrimmed
2OSAIC HOLDINGS, INC.$8.5M1.8MAdded
3UBS Group AG$6.5M1.4MAdded
4BANK OF AMERICA CORP /DE/$6.4M1.4MAdded
5Invesco Ltd.$6.1M1.3MAdded
6COHEN & STEERS, INC.$5.6M1.2MAdded
7GUGGENHEIM CAPITAL LLC$5.3M1.1MAdded
8ENVESTNET ASSET MANAGEMENT INC$4.6M986,473Added
9MORGAN STANLEY$4.3M922,885Added
10Cetera Investment Advisers$4.3M916,046Trimmed
11RIVERNORTH CAPITAL MANAGEMENT, LLC$3.4M736,603Added
12GraniteShares Advisors LLC$2.7M580,836Added
13PRINCIPAL SECURITIES, INC.$1.9M405,481Added
14RFG Advisory, LLC$1.8M390,856New
15Cambridge Investment Research Advisors, Inc.$1.8M377,178Added
16PARK AVENUE SECURITIES LLC$1.7M354,870Added
17WELLS FARGO & COMPANY/MN$1.6M350,455Added
18Kestra Advisory Services, LLC$1.4M305,337Trimmed
19COMMONWEALTH EQUITY SERVICES, LLC$1.3M269,895Trimmed
20Elm3 Financial Group, LLC$1.2M264,575Added
21Marks Group Wealth Management, Inc$1.2M261,440Hold
22Shaker Financial Services, LLC$944,877200,104Trimmed
23Whipplewood Advisors, LLC$942,024202,151Trimmed
24IMC-Chicago, LLC$836,051179,410New
25Baird Financial Group, Inc.$831,950178,530Added

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