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

155 institutions reported holding $383.9M of PIMCO (PDO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($68.4M), UBS Group AG ($48.1M), Royal Bank of Canada ($32.4M), WELLS FARGO & COMPANY/MN ($29.6M), Cerity Partners LLC ($22.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$68.4M5.2MAdded
2UBS Group AG$48.1M3.6MAdded
3Royal Bank of Canada$32.4M2.5MAdded
4WELLS FARGO & COMPANY/MN$29.6M2.2MTrimmed
5Cerity Partners LLC$22.9M1.7MTrimmed
6COHEN & STEERS, INC.$17.0M1.3MAdded
7Invesco Ltd.$13.6M1.0MAdded
8GUGGENHEIM CAPITAL LLC$11.1M842,290Trimmed
9BANK OF AMERICA CORP /DE/$11.1M840,308Trimmed
10Cercano Management LLC$10.4M783,312New
11RAYMOND JAMES FINANCIAL INC$8.6M653,870Trimmed
12COMMONWEALTH EQUITY SERVICES, LLC$8.6M649,618Trimmed
13HighTower Advisors, LLC$7.6M575,315Added
14Cetera Investment Advisers$6.0M457,620Added
15LPL Financial LLC$4.9M373,292Added
16LEAVELL INVESTMENT MANAGEMENT, INC.$4.8M363,117Trimmed
17J.W. COLE ADVISORS, INC.$4.7M357,226New
18Private Advisor Group, LLC$3.7M281,827Trimmed
19INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.7M279,246Trimmed
20Cornerstone Advisory, LLC$3.7M278,910Trimmed
21OSAIC HOLDINGS, INC.$3.7M278,158Added
22Element Wealth, LLC$3.0M224,130Trimmed
23Capital Investment Advisors, LLC$2.5M190,567Trimmed
24Venture Visionary Partners LLC$2.5M187,532Hold
25Cambridge Investment Research Advisors, Inc.$2.4M184,763Trimmed

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