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

Name: PIMCO (PHK) Institutional Holders (2026-06-30)
Creator: ko.io

152 institutions reported holding $104.7M of PIMCO (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.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$11.5M	2.5M	Trimmed
2	OSAIC HOLDINGS, INC.	$8.5M	1.8M	Added
3	UBS Group AG	$6.5M	1.4M	Added
4	BANK OF AMERICA CORP /DE/	$6.4M	1.4M	Added
5	Invesco Ltd.	$6.1M	1.3M	Added
6	COHEN & STEERS, INC.	$5.6M	1.2M	Added
7	GUGGENHEIM CAPITAL LLC	$5.3M	1.1M	Added
8	ENVESTNET ASSET MANAGEMENT INC	$4.6M	986,473	Added
9	MORGAN STANLEY	$4.3M	922,885	Added
10	Cetera Investment Advisers	$4.3M	916,046	Trimmed
11	RIVERNORTH CAPITAL MANAGEMENT, LLC	$3.4M	736,603	Added
12	GraniteShares Advisors LLC	$2.7M	580,836	Added
13	PRINCIPAL SECURITIES, INC.	$1.9M	405,481	Added
14	RFG Advisory, LLC	$1.8M	390,856	New
15	Cambridge Investment Research Advisors, Inc.	$1.8M	377,178	Added
16	PARK AVENUE SECURITIES LLC	$1.7M	354,870	Added
17	WELLS FARGO & COMPANY/MN	$1.6M	350,455	Added
18	Kestra Advisory Services, LLC	$1.4M	305,337	Trimmed
19	COMMONWEALTH EQUITY SERVICES, LLC	$1.3M	269,895	Trimmed
20	Elm3 Financial Group, LLC	$1.2M	264,575	Added
21	Marks Group Wealth Management, Inc	$1.2M	261,440	Hold
22	Shaker Financial Services, LLC	$944,877	200,104	Trimmed
23	Whipplewood Advisors, LLC	$942,024	202,151	Trimmed
24	IMC-Chicago, LLC	$836,051	179,410	New
25	Baird Financial Group, Inc.	$831,950	178,530	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30