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

70 institutions reported holding $180.1M of PIMCO (PAXS) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($27.0M), MORGAN STANLEY ($21.8M), Cerity Partners LLC ($20.1M), Penserra Capital Management LLC ($19.1M), COHEN & STEERS, INC. ($16.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WELLS FARGO & COMPANY/MN$27.0M1.9MAdded
2MORGAN STANLEY$21.8M1.5MTrimmed
3Cerity Partners LLC$20.1M1.4MTrimmed
4Penserra Capital Management LLC$19.1M1.3MAdded
5COHEN & STEERS, INC.$16.0M1.1MAdded
6Royal Bank of Canada$15.5M1.1MTrimmed
7UBS Group AG$13.3M914,169Trimmed
8BANK OF AMERICA CORP /DE/$9.3M638,943Added
9Thomas J. Herzfeld Advisors, Inc.$4.5M311,965Trimmed
10ENVESTNET ASSET MANAGEMENT INC$4.5M311,261Added
11Element Wealth, LLC$2.8M194,871Trimmed
12CORRADO ADVISORS, LLC$2.4M164,754Added
13LPL Financial LLC$2.3M155,507Trimmed
14Rockefeller Capital Management L.P.$2.1M142,752Trimmed
15SMITH, MOORE & CO.$1.9M130,988Added
16Noble Wealth Management PBC$1.8M125,967Added
17OSAIC HOLDINGS, INC.$1.3M90,315Added
18HighTower Advisors, LLC$999,58568,700Added
19RAYMOND JAMES FINANCIAL INC$976,43967,109Trimmed
20Janney Montgomery Scott LLC$720,00049,500Added
21Wealth Care LLC$666,90845,836Added
22INDEPENDENT FINANCIAL GROUP, LLC$650,85144,732Trimmed
23Bramshill Investments, LLC$642,73244,174Added
24WEDBUSH SECURITIES INC$642,00044,119Added
25COMMONWEALTH EQUITY SERVICES, LLC$633,68043,552Added

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