Institutional Ownership
Pimco Income Instl
CUSIP 72201F490BOND FUNDSPIMIXQ1 2026
Institutional Holders
11
13F filers
Shares Held
795.8K
Aggregate institutional
Institutional Value
$8.58M
Q1 2026
Net New Holders
+5
5 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased3
Decreased1
Sold out0
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Liberty Wealth Management LLC | 470.4K | $5.07M | +470.4K | New |
| 2 | Everett Harris & Co /Ca/ | 82.3K | $886.7K | 0 | Held |
| 3 | Garton & Associates Financial Advisors LLC | 65.0K | $700.9K | −4.7K | Reduced |
| 4 | Connors Investor Services Inc | 51.4K | $553.9K | +51.4K | New |
| 5 | Redwood Wealth Management Group, LLC | 49.4K | $533.0K | +20 | Added |
| 6 | Oakworth Capital, Inc. | 34.8K | $374.7K | +103 | Added |
| 7 | Psi Advisors, LLC | 15.3K | $165.3K | +15.3K | New |
| 8 | First Merchants Corp | 14.7K | $158.4K | 0 | Held |
| 9 | Financial Gravity Asset Management, Inc. | 6.0K | $65.0K | +4.0K | Added |
| 10 | Mcilrath & Eck, LLC | 4.7K | $50.8K | +4.7K | New |
1 more institutional holders on Premium
See every fund holding Pimco Income Instl, with full quarter-over-quarter share changes.
Unlock all holders