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PIMCO Dynamic Income Fund (PDI) Institutional Ownership

PIMCO Dynamic Income Fund logo
$15.76 -0.11 (-0.66%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$15.80 +0.04 (+0.25%)
As of 08/14/2026 07:55 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.
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Institutional Ownership Changes (13F Filings) for PIMCO Dynamic Income Fund (NYSE:PDI)

Number of
Institutional Buyers
(last 12 months)
243
Total
Institutional Inflows
(last 12 months)
$340.52M
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$72.05M
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PDI Institutional Buying and Selling by Quarter

PIMCO Dynamic Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2026 Bank of New York Mellon Corp158,266$1.12M0.0%N/A0.000%
7/21/2026 Merit Financial Group LLC53,303$890K0.0%-8.7%0.000%
7/18/2026 Merit Financial Group LLC53,303$890K0.0%-8.7%0.000%
7/17/2026 Farther Finance Advisors LLC141,329$2.36M0.0%-61.0%0.000%
7/16/2026 Patriot Financial Group Insurance Agency LLC13,757$230K0.0%-57.7%0.000%
7/16/2026 Ramiah Investment Group33,320$556K0.4%+7.4%0.000%
7/16/2026 Prospera Financial Services Inc49,878$833K0.0%-5.9%0.000%
7/16/2026 Independent Financial Group LLC717,418$11.98M0.2%+37.9%0.000%
7/15/2026 Wealth Care LLC249,620$4.17M3.4%+10.5%0.000%
7/15/2026 Spire Wealth Management14,776$247K0.0%-15.1%0.000%
7/15/2026 Brookstone Capital Management37,781$631K0.0%+11.8%0.000%
7/15/2026 Stolper Co26,047$542K0.1%N/A0.000%
7/15/2026 Oxinas Partners LLC25,137$420K0.2%+4.4%0.000%
7/15/2026 Seaview Investment Managers LLC69,738$1.17M0.3%+48.2%0.000%
7/14/2026 Smith Asset Management Co. LLC160,826$2.69M2.1%-1.0%0.000%
7/14/2026 Significant Wealth Partners LLC61,593$1.03M1.1%+1.9%0.000%
7/10/2026 GenWealth Group Inc.27,137$453K0.1%+35.3%0.000%
7/10/2026 Sage Capital Advisors llc20,956$350K0.1%-6.3%0.000%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors139,793$2.34M0.3%-0.8%0.000%
7/10/2026 Wealthcare Advisory Partners LLC436,792$7.29M0.1%-0.3%0.000%
7/9/2026 Key Client Fiduciary Advisors LLC38,936$650K0.2%-4.2%0.000%
7/9/2026 World Equity Group Inc.48,879$816K0.2%+27.8%0.000%
7/9/2026 Focus Financial Network Inc.133,608$2.26M0.1%+29.9%0.000%
7/9/2026 Allied Private Wealth LLC1,773$30K0.0%N/A0.000%
7/9/2026 HF Advisory Group LLC69,328$1.16M0.4%+12.9%0.000%
7/8/2026 MRA Advisory Group98,079$1.64M0.6%+3.4%0.000%
7/8/2026 Gradient Investments LLC13,363$223K0.0%N/A0.000%
7/8/2026 First Heartland Consultants Inc.48,956$818K0.1%+10.9%0.000%
7/8/2026 Attessa Capital LLC22,787$381K0.2%+111.3%0.000%
7/8/2026 Mallini Complete Financial Planning LLC22,128$370K0.3%+10.8%0.000%
7/7/2026 Avior Wealth Management LLC462,193$7.72M0.2%+2.6%0.000%
7/7/2026 CoreCap Advisors LLC50,008$835K0.0%-2.6%0.000%
7/6/2026 Meadowbrook Wealth Management LLC110,570$1.85M2.0%N/A0.000%
7/2/2026 Silverleafe Capital Partners LLC13,637$228K0.1%+10.7%0.000%
7/1/2026 Noble Wealth Management PBC537,557$8.98M4.0%-7.0%0.000%
6/30/2026VectorGlobal IAG Inc.38,733$663K0.2%N/A0.000%
6/18/2026Western Wealth Management LLC78,341$1.34M0.0%+22.0%0.000%
6/3/2026 NewEdge Advisors LLC385,169$6.59M0.0%+14.7%0.000%
5/29/2026 Ramiah Investment Group31,020$531K0.5%-4.3%0.000%
5/28/2026 Lavelle Capital LP20,967$359K0.2%N/A0.000%
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5/26/2026 Summit Financial Wealth Advisors LLC28,493$488K0.1%+15.4%0.000%
5/22/2026 Verus Capital Partners LLC380,472$6.51M0.4%+53.6%0.000%
5/19/2026Western Wealth Management LLC78,341$1.34M0.0%+22.0%0.000%
5/19/2026Bank of America Corp DE3,038,182$51.98M0.0%+3.5%0.000%
5/19/2026 Alexander Labrunerie & CO. Inc.129,940$2.22M0.8%+5.1%0.000%
5/19/2026 Arkadios Wealth Advisors380,364$6.51M0.1%+2,177.6%0.000%
5/18/2026Sunbelt Securities Inc.1,600$27K0.0%-76.3%0.000%
5/18/2026Royal Bank of Canada1,537,452$26.31M0.0%+10.5%0.000%
5/15/2026 Gateway Wealth Partners LLC42,470$727K0.0%+161.2%0.000%
5/14/2026 Sentinel Advisory Group LLC342,272$5.86M2.9%N/A0.000%
5/14/2026 Compound Planning Inc.32,907$563K0.0%+3.8%0.000%
5/14/2026 Lido Advisors LLC49,010$847K0.0%+10.3%0.000%
5/13/2026 Cetera Investment Advisers1,708,064$29.23M0.0%+6.9%0.000%
5/13/2026 NewEdge Wealth LLC37,580$643K0.0%+1.9%0.000%
5/8/2026 PNC Financial Services Group Inc.249,215$4.26M0.0%+206.5%0.000%
5/7/2026 Beta Wealth Group Inc.227,453$3.89M1.6%-0.8%0.000%
5/7/2026 World Equity Group Inc.38,241$654K0.2%+26.2%0.000%
5/6/2026 Fiscal Wisdom Wealth Management LLC10,486$179K0.2%N/A0.000%
5/6/2026 Independent Financial Group LLC520,075$8.90M0.3%N/A0.000%
5/5/2026 Marks Group Wealth Management Inc85,175$1.46M0.1%-5.3%0.000%
5/5/2026 Geneos Wealth Management Inc.16,436$281K0.0%+38.9%0.000%
5/5/2026 Sanctuary Advisors LLC83,801$1.43M0.0%+21.9%0.000%
5/5/2026 Cornerstone Advisory LLC568,664$9.73M0.9%-7.7%0.000%
5/4/2026 HBW Advisory Services LLC25,802$441K0.0%-3.6%0.000%
5/4/2026 Chicago Partners Investment Group LLC27,237$475K0.0%+33.4%0.000%
5/2/2026 International Assets Investment Management LLC25,292$440K0.0%+14.9%0.000%
5/2/2026 Arlington Capital Management Inc.40,098$686K0.4%+10.2%0.000%
5/2/2026 Diversify Wealth Management LLC72,052$1.26M0.0%+43.6%0.000%
5/1/2026 Kaizen Financial Strategies37,053$641K0.3%+2.8%0.000%
5/1/2026 Fifth Third Bancorp60,233$1.03M0.0%N/A0.000%
5/1/2026 Sovran Advisors LLC45,337$791K0.1%+1.3%0.000%
4/30/2026 Accredited Investors Inc.44,580$763K0.0%+115.2%0.000%
4/30/2026 First Horizon Corp3,360$57K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC362,230$6.28M0.0%+3.4%0.000%
4/29/2026Flatrock Wealth Partners LLC16,185$280K0.1%N/A0.000%
4/28/2026 Abel Hall LLC15,000$257K0.1%N/A0.000%
4/28/2026 Ascentis Independent Advisors6,996$120K0.0%N/A0.000%
4/28/2026 Koshinski Asset Management Inc.22,545$386K0.0%-2.6%0.000%
4/28/2026 Beacon Financial Advisory LLC40,029$685K0.2%+5.4%0.000%
4/28/2026 Wealthstar Advisors LLC108,997$1.87M0.9%-2.3%0.000%
4/27/2026 PFG Investments LLC1,525,235$26.10M1.2%+5.1%0.000%
4/27/2026World Investment Advisors156,237$2.67M0.0%+110.1%0.000%
4/27/2026 Private Advisor Group LLC876,123$14.99M0.1%+5.1%0.000%
4/24/2026 Wealth Care LLC225,870$3.87M3.4%N/A0.000%
4/24/2026 Flagship Private Wealth LLC151,916$2.60M1.1%+7.8%0.000%
4/24/2026 Wagner Wealth Management LLC370,346$6.34M1.3%+1.0%0.000%
4/24/2026 Kagan Cocozza Asset Management12,376$212K0.1%N/A0.000%
4/24/2026 SMART Wealth LLC12,546$215K0.1%N/A0.000%
4/22/2026 TPG Advisors LLC17,251$295K0.2%+51.5%0.000%
4/22/2026 Patriot Financial Group Insurance Agency LLC32,552$557K0.0%+90.8%0.000%
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4/22/2026 Janney Montgomery Scott LLC483,924$8.28M0.0%+17.2%0.000%
4/22/2026 MRA Advisory Group94,816$1.62M0.7%+3.2%0.000%
4/22/2026 Ramiah Investment Group31,020$531K0.5%-4.3%0.000%
4/22/2026 Lewis Asset Management LLC48,793$835K0.3%+7.7%0.000%
4/21/2026 Maridea Wealth Management LLC25,410$435K0.1%+7.8%0.000%
4/21/2026 HF Advisory Group LLC61,420$1.05M0.4%+3.3%0.000%
4/21/2026 Retirement Planning Group LLC NY177,815$3.08M2.0%-5.3%0.000%
4/21/2026 GHP Investment Advisors Inc.4,531$78K0.0%N/A0.000%
4/21/2026 LifeWealth Investments LLC369,241$6.32M1.9%+10.2%0.000%
4/21/2026 Fiduciary Alliance LLC46,984$810K0.1%+3.4%0.000%


PDI Institutional Ownership - Frequently Asked Questions

During the previous two years, 389 institutional investors and hedge funds held shares of PIMCO Dynamic Income Fund. The most heavily invested institutionals were Morgan Stanley ($224.93M), LPL Financial LLC ($86.32M), Gridiron Partners LLC ($66.91M), Bank of America Corp DE ($51.98M), Rivernorth Capital Management LLC ($49.97M), Wells Fargo & Company MN ($39.22M), and Cetera Investment Advisers ($29.23M).Learn more on PIMCO Dynamic Income Fund's institutional investors.

Of the 355 institutional investors that purchased PIMCO Dynamic Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($22.41M), Gridiron Partners LLC ($3.38M), Rivernorth Capital Management LLC ($2.82M), Raymond James Financial Inc. ($2.43M), Wells Fargo & Company MN ($1.84M), J.W. Cole Advisors Inc. ($1.56M), and LPL Financial LLC ($891.07K).

Institutional investors have bought a total of 18,650,383 shares in the last 24 months. This purchase volume represents approximately $340.52M in transactions.

Of the 136 institutional investors that sold PIMCO Dynamic Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Morgan Stanley ($632.30K), Farther Finance Advisors LLC ($231.00K), Brookstone Capital Management ($209.98K), Commonwealth Equity Services LLC ($175.25K), UBS Group AG ($166.15K), B. Riley Wealth Advisors Inc. ($150.01K), and Beta Wealth Group Inc. ($119.46K).

Institutional investors have sold a total of 3,950,685 shares in the last 24 months. This volume of shares sold represents approximately $72.05M in transactions.


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Institutional ownership data for NYSE:PDI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/6/2026. New 13F filings are added each quarter as they're published.
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