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PIMCO Access Income Fund (PAXS) Institutional Ownership

PIMCO Access Income Fund logo
$14.37 +0.04 (+0.28%)
As of 12:36 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Access Income Fund (NYSE:PAXS)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$22.76M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$9.32M
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PAXS Institutional Buying and Selling by Quarter

PIMCO Access Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Focus Financial Network Inc.10,500$154K0.0%N/A0.000%
7/1/2026 Noble Wealth Management PBC125,967$1.83M0.8%+5.8%0.000%
5/19/2026Bank of America Corp DE421,321$6.07M0.0%+6.2%0.000%
5/18/2026Rivernorth Capital Management LLC94,489$1.36M0.1%N/A0.000%
5/18/2026Royal Bank of Canada1,152,845$16.61M0.0%+12.5%0.000%
5/13/2026Cetera Investment Advisers22,677$327K0.0%-12.3%0.000%
5/6/2026 Independent Financial Group LLC28,550$411K0.0%N/A0.000%
5/4/2026 Chicago Partners Investment Group LLC27,736$406K0.0%-4.4%0.000%
5/1/2026 Corrado Advisors LLC160,268$2.31M1.2%+5.6%0.000%
4/24/2026 Wealth Care LLC25,146$362K0.3%N/A0.000%
4/21/2026 GHP Investment Advisors Inc.2,825$41K0.0%N/A0.000%
3/17/2026Rockefeller Capital Management L.P.156,304$2.39M0.0%-1.0%0.000%
3/9/2026Corient Private Wealth LLC21,391$327K0.0%-33.2%0.000%
3/3/2026 NWF Advisory Services Inc.12,330$189K0.0%-16.0%0.000%
2/23/2026Virtu Financial LLC21,530$329K0.0%N/A0.000%
2/19/2026Corient Private Wealth LLC21,391$327K0.0%-33.2%0.000%
2/17/2026Cetera Investment Advisers25,849$395K0.0%+6.9%0.000%
2/17/2026Osaic Holdings Inc.89,182$1.37M0.0%+9.6%0.000%
2/17/2026&PARTNERS16,110$246K0.0%-51.8%0.000%
2/17/2026Royal Bank of Canada1,025,039$15.68M0.0%+8.6%0.000%
2/16/2026Element Wealth LLC198,309$3.03M1.3%-1.4%0.000%
2/13/2026 Kestra Advisory Services LLC2,205$34K0.0%N/A0.000%
2/13/2026CreativeOne Wealth LLC11,712$179K0.0%-7.0%0.000%
2/13/2026Thomas J. Herzfeld Advisors Inc.747,910$11.44M3.9%+55.3%0.000%
2/13/2026Stifel Financial Corp25,001$383K0.0%+62.1%0.000%
2/13/2026First Trust Advisors LP20,734$317K0.0%+31.8%0.000%
2/13/2026Wells Fargo & Company MN1,768,979$27.07M0.0%+3.0%0.000%
2/13/2026Cohen & Steers Inc.911,766$13.95M0.0%+4.2%0.000%
2/12/2026Jane Street Group LLC52,356$801K0.0%N/A0.000%
2/12/2026 Commonwealth Equity Services LLC46,431$710K0.0%+16.7%0.000%
2/12/2026Marex Group plc21,787$333K0.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC42,273$647K0.0%+1.5%0.000%
2/11/2026Cerity Partners LLC100,002$1.53M0.0%+95.6%0.000%
2/11/2026 LPL Financial LLC161,882$2.48M0.0%+13.7%0.000%
2/10/2026 Corrado Advisors LLC151,760$2.32M1.2%+6.9%0.000%
2/2/2026 Truist Financial Corp36,016$551K0.0%-2.6%0.000%
1/30/2026 Activest Wealth Management7,500$115K0.0%N/A0.000%
1/30/2026 SOL Capital Management CO1,471,674$22.52M2.0%+2.8%0.000%
1/29/2026Comerica Bank28,637$438K0.0%+2.8%0.000%
1/29/2026UBS Group AG1,034,554$15.83M0.0%-25.1%0.000%
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1/23/2026Smith Moore & CO.123,790$1.89M0.1%-2.3%0.000%
1/23/2026 Choreo LLC72,158$1.11M0.0%+13.7%0.000%
11/25/2025 Alexander Labrunerie & CO. Inc.13,284$216K0.1%+26.5%0.000%
11/18/2025Advisory Services Network LLC3,750$61K0.0%N/A0.000%
11/17/2025Mariner LLC24,044$391K0.0%N/A0.000%
11/17/2025Integrated Wealth Concepts LLC28,696$467K0.0%-7.9%0.000%
11/17/2025Bank of America Corp DE397,360$6.47M0.0%+6.0%0.000%
11/14/2025Raymond James Financial Inc.47,859$779K0.0%-9.8%0.000%
11/14/2025Comerica Bank27,858$453K0.0%+2.9%0.000%
11/13/2025LifePlan Investment Advisors Inc.10,000$163K0.1%N/A0.000%
11/13/2025UBS Group AG1,380,357$22.46M0.0%-4.9%0.000%
11/13/2025 Private Advisor Group LLC14,659$238K0.0%-66.3%0.000%
11/12/2025 Consolidated Portfolio Review Corp185,551$3.02M0.4%+22.0%0.000%
11/12/2025Smith Moore & CO.126,706$2.06M0.2%+7.2%0.000%
11/12/2025Journey Strategic Wealth LLC56,650$922K0.0%+3.7%0.000%
11/12/2025 Choreo LLC63,467$1.04M0.0%+11.2%0.000%
11/10/2025 Bleakley Financial Group LLC20,550$334K0.0%N/A0.000%
11/5/2025 Envestnet Asset Management Inc.472,983$7.70M0.0%+12.3%0.000%
11/3/2025 Corrado Advisors LLC141,946$2.31M1.2%+5.2%0.000%
11/3/2025 Truist Financial Corp36,983$602K0.0%-3.8%0.000%
10/31/2025 PFG Investments LLC10,619$173K0.0%N/A0.000%
10/29/2025Element Wealth LLC201,119$3.27M1.4%-0.5%0.000%
10/29/2025 SOL Capital Management CO1,431,845$23.30M2.1%+4.4%0.000%
10/15/2025 Iams Wealth Management LLC17,250$281K0.1%N/A0.000%
9/26/2025Corient Private Wealth LLC31,869$482K0.0%+172.1%0.000%
9/9/2025 NWF Advisory Services Inc.14,748$223K0.0%-11.8%0.000%
9/4/2025Osaic Holdings Inc.83,260$1.26M0.0%-3.8%0.000%
8/15/2025Corient Private Wealth LLC31,869$482K0.0%+172.1%0.000%
8/15/2025 Hilton Capital Management LLC12,000$181K0.0%N/A0.000%
8/15/2025Bank of America Corp DE374,892$5.67M0.0%+21.1%0.000%
8/14/2025Raymond James Financial Inc.53,031$801K0.0%-37.1%0.000%
8/13/2025Thomas J. Herzfeld Advisors Inc.435,309$6.58M2.3%+14.4%0.000%
8/13/2025First Trust Advisors LP15,737$238K0.0%+21.3%0.000%
8/13/2025Smith Moore & CO.118,196$1.79M0.1%+3.3%0.000%
8/13/2025 Choreo LLC57,078$865K0.0%-33.5%0.000%
8/12/2025Journey Strategic Wealth LLC54,650$826K0.0%-33.8%0.000%
8/8/2025Rockefeller Capital Management L.P.157,794$2.38M0.0%+80.5%0.000%
8/6/2025 Wedbush Securities Inc.39,009$589K0.0%-11.1%0.000%
8/6/2025 SouthState Corp9,350$141K0.0%-12.2%0.000%
8/4/2025World Investment Advisors10,705$162K0.0%-95.9%0.000%
8/1/2025 Corrado Advisors LLC134,944$2.04M1.2%+6.9%0.000%
8/1/2025 Alexander Labrunerie & CO. Inc.10,500$159K0.1%N/A0.000%
8/1/2025 Envestnet Asset Management Inc.421,232$6.37M0.0%+19.9%0.000%
7/29/2025 Chicago Partners Investment Group LLC28,535$432K0.0%+14.5%0.000%
7/18/2025 Consolidated Portfolio Review Corp152,030$2.30M0.3%+53.0%0.000%
5/16/2025Integrated Wealth Concepts LLC20,968$337K0.0%N/A0.000%
5/15/2025Royal Bank of Canada423,621$6.80M0.0%+21.8%0.000%
5/14/2025Ieq Capital LLC250,000$4.02M0.0%N/A0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.380,600$6.11M2.1%+6.2%0.000%
5/14/2025Comerica Bank26,308$423K0.0%+2.8%0.000%
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5/14/2025SVB Wealth LLC1,721$28K0.0%N/A0.000%
5/12/2025SouthState Corp10,650$171K0.0%+13.9%0.000%
5/9/2025Atria Wealth Solutions Inc.29,875$484K0.0%+6.0%0.000%
5/8/2025XTX Topco Ltd17,977$289K0.0%-23.5%0.000%
5/7/2025LPL Financial LLC117,234$1.88M0.0%-5.7%0.000%
5/6/2025Cetera Investment Advisers21,293$342K0.0%+36.7%0.000%
5/6/2025Journey Strategic Wealth LLC82,588$1.33M0.0%+21.7%0.000%
5/6/2025Choreo LLC85,800$1.39M0.0%+4.6%0.000%
5/5/2025Private Advisor Group LLC45,118$725K0.0%N/A0.000%
5/1/2025Corrado Advisors LLC126,208$2.03M1.4%+3.0%0.000%


PAXS Institutional Ownership - Frequently Asked Questions

During the previous two years, 74 institutional investors and hedge funds held shares of PIMCO Access Income Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($27.07M), SOL Capital Management CO ($22.52M), Royal Bank of Canada ($16.61M), UBS Group AG ($15.83M), Cohen & Steers Inc. ($13.95M), Thomas J. Herzfeld Advisors Inc. ($11.44M), and Envestnet Asset Management Inc. ($7.70M).Learn more on PIMCO Access Income Fund's institutional investors.

Of the 66 institutional investors that purchased PIMCO Access Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: World Investment Advisors LLC ($1.44M), SOL Capital Management CO ($537.56K), Thomas J. Herzfeld Advisors Inc. ($396.25K), Wells Fargo & Company MN ($285.65K), Royal Bank of Canada ($285.12K), Ieq Capital LLC ($250K), and Envestnet Asset Management Inc. ($184.49K).

Institutional investors have bought a total of 1,489,879 shares in the last 24 months. This purchase volume represents approximately $22.76M in transactions.

Of the 17 institutional investors that sold PIMCO Access Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($416.60K), Raymond James Financial Inc. ($36.43K), Private Advisor Group LLC ($28.81K), Choreo LLC ($28.72K), Journey Strategic Wealth LLC ($27.94K), Corient Private Wealth LLC ($21.28K), and &PARTNERS ($17.28K).

Institutional investors have sold a total of 603,124 shares in the last 24 months. This volume of shares sold represents approximately $9.32M in transactions.


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Institutional ownership data for NYSE:PAXS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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