11 institutions reported holding $8.6M of Pimco Income Fund (PIMIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: LIBERTY WEALTH MANAGEMENT LLC ($5.1M), EVERETT HARRIS & CO /CA/ ($886,678), Garton & Associates Financial Advisors LLC ($700,908), CONNORS INVESTOR SERVICES INC ($553,936), Redwood Wealth Management Group, LLC ($532,966). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LIBERTY WEALTH MANAGEMENT LLC | $5.1M | 470,399 | New |
| 2 | EVERETT HARRIS & CO /CA/ | $886,678 | 82,252 | Hold |
| 3 | Garton & Associates Financial Advisors LLC | $700,908 | 65,019 | Trimmed |
| 4 | CONNORS INVESTOR SERVICES INC | $553,936 | 51,386 | New |
| 5 | Redwood Wealth Management Group, LLC | $532,966 | 49,440 | Added |
| 6 | OAKWORTH CAPITAL, INC. | $374,742 | 34,763 | Added |
| 7 | PSI Advisors, LLC | $165,283 | 15,332 | New |
| 8 | FIRST MERCHANTS CORP | $158,447 | 14,698 | Hold |
| 9 | Financial Gravity Asset Management, Inc. | $65,011 | 6,031 | Added |
| 10 | McIlrath & Eck, LLC | $50,791 | 4,712 | New |
| 11 | Estabrook Capital Management | $19,458 | 1,805 | New |
Source: SEC Form 13F filings · as of 2026-03-31