Who Owns PIMCO (TIPZ)? -- Institutional Holders (2026-03-31)
44 institutions reported holding $38.9M of PIMCO (TIPZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($7.7M), BANK OF AMERICA CORP /DE/ ($3.8M), RAYMOND JAMES FINANCIAL INC ($3.7M), WealthCare Investment Partners, LLC ($2.9M), Royal Bank of Canada ($2.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $7.7M | 145,267 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $3.8M | 71,587 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $3.7M | 70,060 | Trimmed |
| 4 | WealthCare Investment Partners, LLC | $2.9M | 54,762 | Added |
| 5 | Royal Bank of Canada | $2.4M | 44,930 | Trimmed |
| 6 | One Capital Management, LLC | $2.4M | 44,568 | Added |
| 7 | Apex Wealth Management, LLC | $2.1M | 38,671 | New |
| 8 | WELLS FARGO & COMPANY/MN | $2.1M | 38,624 | Trimmed |
| 9 | MORGAN STANLEY | $1.6M | 30,373 | Trimmed |
| 10 | Hara Capital LLC | $1.2M | 23,341 | Trimmed |
| 11 | Fiduciary Trust Co | $1.1M | 20,000 | Added |
| 12 | GOLDMAN SACHS GROUP INC | $977,085 | 18,387 | Hold |
| 13 | Steward Partners Investment Advisory, LLC | $937,350 | 17,639 | Trimmed |
| 14 | Tower Research Capital LLC (TRC) | $926,443 | 17,434 | New |
| 15 | CITADEL ADVISORS LLC | $718,240 | 13,516 | Trimmed |
| 16 | WEDBUSH SECURITIES INC | $607,000 | 11,420 | Added |
| 17 | JANE STREET GROUP, LLC | $550,584 | 10,361 | Trimmed |
| 18 | Fairway Wealth LLC | $384,574 | 7,237 | Added |
| 19 | Snowden Capital Advisors LLC | $372,618 | 7,012 | Added |
| 20 | JPMORGAN CHASE & CO | $350,617 | 6,603 | Trimmed |
| 21 | Cetera Investment Advisers | $328,292 | 6,178 | Trimmed |
| 22 | Mariner, LLC | $318,840 | 6,000 | Hold |
| 23 | JONES FINANCIAL COMPANIES LLLP | $291,701 | 5,528 | Added |
| 24 | Farther Finance Advisors, LLC | $232,697 | 4,393 | Added |
| 25 | OSAIC HOLDINGS, INC. | $227,225 | 4,274 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31