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PIMCO California Municipal Income Fund (PCQ) Institutional Ownership

PIMCO California Municipal Income Fund logo
$8.06 -0.10 (-1.17%)
Closing price 03:57 PM Eastern
Extended Trading
$8.06 +0.01 (+0.12%)
As of 04:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for PIMCO California Municipal Income Fund (NYSE:PCQ)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$69.13M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$12.31M
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PCQ Institutional Buying and Selling by Quarter

PIMCO California Municipal Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Tortoise Investment Management LLC13,864$124K0.0%N/A0.000%
9/9/2026 Robinson Capital Management LLC637,256$5.72M2.5%+8.5%0.000%
9/9/2026 Integrated Wealth Concepts LLC78,189$701K0.0%-4.8%0.000%
9/9/2026 Baird Financial Group Inc.84,115$755K0.0%+22.8%0.000%
8/26/2026 HighTower Advisors LLC27,574$247K0.0%+161.0%0.000%
8/20/2026 Susquehanna International Group LLP17,838$160K0.0%N/A0.000%
8/20/2026 Rivernorth Capital Management LLC2,575,012$23.10M1.1%+2.5%0.000%
8/20/2026 Wedbush Securities Inc.88,333$792K0.0%+11.9%0.000%
8/18/2026 Beacon Pointe Advisors LLC42,030$377K0.0%N/A0.000%
8/17/2026 Capstone Investment Advisors LLC71,579$642K0.0%N/A0.000%
8/17/2026 Almitas Capital LLC710,604$6.37M1.5%N/A0.000%
8/17/2026 Pure Financial Advisors LLC12,379$111K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE114,175$1.02M0.0%N/A0.000%
8/15/2026 Western Wealth Management LLC19,591$176K0.0%N/A0.000%
8/12/2026 Evolve Private Wealth LLC22,237$200K0.0%N/A0.000%
8/11/2026 Pasadena Private Wealth LLC12,500$112K0.0%N/A0.000%
8/7/2026 Tortoise Investment Management LLC13,864$124K0.0%N/A0.000%
8/6/2026 Bank of New York Mellon Corp246,042$2.21M0.0%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.538,721$4.83M0.1%-22.0%0.000%
7/8/2026 Williams & Novak LLC365,198$3.28M2.2%-9.5%0.000%
6/18/2026 Western Wealth Management LLC28,416$244K0.0%N/A0.000%
5/19/2026 Western Wealth Management LLC28,416$244K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE101,671$872K0.0%-5.5%0.000%
5/18/2026 Rivernorth Capital Management LLC2,512,000$21.55M1.1%+2.7%0.000%
5/18/2026 Royal Bank of Canada31,610$271K0.0%-18.6%0.000%
5/16/2026 Saba Capital Management L.P.692,065$5.94M0.2%-39.1%0.000%
5/16/2026 Whitebox Advisors LLC284,471$2.44M0.0%+45.5%0.000%
5/13/2026 Cetera Investment Advisers14,754$127K0.0%-55.7%0.000%
5/1/2026 Altium Capital Management LLC333,093$2.86M6.8%+28.6%0.000%
4/30/2026 Granite Investment Partners LLC12,108$104K0.0%N/A0.000%
4/27/2026 PFG Investments LLC57,854$496K0.0%+51.8%0.000%
4/25/2026 Seamount Financial Group Inc.14,436$124K0.1%N/A0.000%
4/18/2026 Riverbridge Partners LLC161,861$1.39M0.0%+10.8%0.000%
3/17/2026 Rockefeller Capital Management L.P.136,497$1.19M0.0%+8.2%0.000%
2/27/2026Financially in Tune LLC29,980$262K0.2%N/A0.000%
2/25/2026 Sit Investment Associates Inc.391,540$3.42M0.1%+28.7%0.000%
2/18/2026 XTX Topco Ltd30,102$263K0.0%+103.0%0.000%
2/18/2026 Saba Capital Management L.P.1,136,571$9.92M0.3%+5.3%0.000%
2/18/2026 Readystate Asset Management LP36,457$318K0.0%N/A0.000%
2/18/2026 Rivernorth Capital Management LLC2,447,062$21.36M1.0%+2.9%0.000%
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2/18/2026 Evolve Private Wealth LLC27,148$238K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC1,212,418$10.58M0.1%+21.3%0.000%
2/17/2026 Almitas Capital LLC640,607$5.59M1.2%+318.7%0.000%
2/17/2026 Cetera Investment Advisers33,268$290K0.0%-55.1%0.000%
2/17/2026 Osaic Holdings Inc.34,168$298K0.0%-12.8%0.000%
2/17/2026 Royal Bank of Canada38,821$339K0.0%+4.1%0.000%
2/16/2026 Verition Fund Management LLC460,872$4.02M0.0%+195.1%0.000%
2/16/2026 Landscape Capital Management L.L.C.37,587$328K0.0%+72.4%0.000%
2/13/2026 Thomas J. Herzfeld Advisors Inc.221,201$1.93M0.7%+1.1%0.000%
2/13/2026 Smartleaf Asset Management LLC3,120$27K0.0%N/A0.000%
2/13/2026 Wells Fargo & Company MN140,914$1.23M0.0%-0.8%0.000%
2/12/2026 Advisors Asset Management Inc.924,224$8.07M0.1%-20.3%0.000%
2/12/2026 Jane Street Group LLC96,764$845K0.0%N/A0.000%
2/12/2026 HRT Financial LP32,913$287K0.0%+85.3%0.000%
2/12/2026 Commonwealth Equity Services LLC25,566$223K0.0%-20.1%0.000%
2/12/2026 Bank of Montreal Can25,589$223K0.0%-22.2%0.000%
2/11/2026 LPL Financial LLC283,236$2.47M0.0%+16.2%0.000%
2/11/2026 Fiera Capital Corp337,290$2.95M0.0%-11.5%0.000%
2/11/2026 Ackerman Capital Advisors LLC60,251$526K0.1%+36.6%0.000%
2/11/2026 Closed End Fund Advisors Inc.96,355$841K0.5%N/A0.000%
2/10/2026 Pasadena Private Wealth LLC12,500$109K0.0%N/A0.000%
2/9/2026 Blue Bell Private Wealth Management LLC28,713$251K0.0%+6.8%0.000%
2/6/2026 Evoke Wealth LLC46,084$404K0.0%+6.5%0.000%
2/6/2026 Altium Capital Management LLC259,092$2.26M8.9%N/A0.000%
2/5/2026 Elyxium Wealth LLC4,947$43K0.0%N/A0.000%
2/5/2026 Williams & Novak LLC418,355$3.65M2.7%-8.5%0.000%
2/3/2026 Morse Asset Management Inc17,235$150K0.0%+79.5%0.000%
2/2/2026 Wolverine Asset Management LLC88,740$775K0.0%+111.4%0.000%
1/26/2026 PFG Investments LLC38,106$333K0.0%+28.1%0.000%
1/23/2026 Farther Finance Advisors LLC6,464$56K0.0%+107.6%0.000%
1/21/2026 Sowell Financial Services LLC20,900$182K0.0%-29.6%0.000%
1/16/2026 Melfa Wealth Management Inc.200,176$1.75M1.0%+12.7%0.000%
1/16/2026Catalina Capital Group LLC32,684$285K0.2%+9.6%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.790,738$6.90M0.2%-25.4%0.000%
1/13/2026 Dakota Wealth Management35,685$312K0.0%+18.6%0.000%
1/13/2026 Riverbridge Partners LLC146,117$1.28M0.0%+44.9%0.000%
11/17/2025 First Foundation Advisors32,796$286K0.0%-33.4%0.000%
11/17/2025 Vivaldi Capital Management LP30,849$269K0.0%N/A0.000%
11/17/2025 Whitebox Advisors LLC145,476$1.27M0.0%N/A0.000%
11/17/2025 Verition Fund Management LLC156,194$1.36M0.0%N/A0.000%
11/17/2025 Morse Asset Management Inc9,600$84K0.0%-43.7%0.000%
11/17/2025 Integrated Wealth Concepts LLC100,010$872K0.0%+352.6%0.000%
11/17/2025 City of London Investment Management Co. Ltd.201,590$1.76M0.1%N/A0.000%
11/17/2025 Bank of America Corp DE99,848$871K0.0%+913.3%0.000%
11/17/2025 Almitas Capital LLC152,998$1.33M0.3%-29.0%0.000%
11/14/2025 Raymond James Financial Inc.59,349$518K0.0%N/A0.000%
11/13/2025 Landscape Capital Management L.L.C.21,804$190K0.0%+79.9%0.000%
11/13/2025 Tortoise Investment Management LLC6,264$55K0.0%N/A0.000%
11/13/2025 UBS Group AG183,355$1.60M0.0%+1,091.7%0.000%
11/12/2025 Intellectus Partners LLC36,072$316K0.1%N/A0.000%
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11/10/2025 MAI Capital Management12,100$106K0.0%+137.3%0.000%
11/7/2025 Fiera Capital Corp380,939$3.32M0.0%+91.9%0.000%
11/6/2025 Wedbush Securities Inc.60,389$527K0.0%+68.8%0.000%
11/6/2025 Advisors Asset Management Inc.1,160,051$10.12M0.2%+171.9%0.000%
11/5/2025 J.W. Cole Advisors Inc.12,524$109K0.0%N/A0.000%
11/4/2025 Abound Financial LLC13,036$114K0.0%N/A0.000%
11/4/2025 Core Wealth Partners LLC163,683$1.43M0.7%+371.8%0.000%
11/3/2025 Golden State Wealth Management LLC3,061$27K0.0%N/A0.000%
10/30/2025 Williams & Novak LLC457,118$3.99M3.1%+58.3%0.000%
10/29/2025 Matisse Capital920,318$8.03M3.6%+508.2%0.000%


PCQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 84 institutional investors and hedge funds held shares of PIMCO California Municipal Income Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($23.10M), Guggenheim Capital LLC ($10.58M), Advisors Asset Management Inc. ($8.07M), Matisse Capital ($8.03M), Almitas Capital LLC ($6.37M), Saba Capital Management L.P. ($5.94M), and Robinson Capital Management LLC ($5.72M).Learn more on PIMCO California Municipal Income Fund's institutional investors.

Of the 76 institutional investors that purchased PIMCO California Municipal Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Almitas Capital LLC ($1.40M), Advisors Asset Management Inc. ($906.36K), Matisse Capital ($848.61K), Hennion & Walsh Asset Management Inc. ($828.21K), Verition Fund Management LLC ($460.87K), Rivernorth Capital Management LLC ($386.37K), and Altium Capital Management LLC ($333.09K).

Institutional investors have bought a total of 7,886,919 shares in the last 24 months. This purchase volume represents approximately $69.13M in transactions.

Of the 17 institutional investors that sold PIMCO California Municipal Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($444.51K), Hennion & Walsh Asset Management Inc. ($421.12K), Advisors Asset Management Inc. ($235.83K), Williams & Novak LLC ($77.15K), Almitas Capital LLC ($62.36K), Cetera Investment Advisers ($59.31K), and Fiera Capital Corp ($43.65K).

Institutional investors have sold a total of 1,413,678 shares in the last 24 months. This volume of shares sold represents approximately $12.31M in transactions.



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