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PIMCO Income Strategy Fund (PFL) Institutional Ownership

PIMCO Income Strategy Fund logo
$7.32 -0.10 (-1.28%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$7.30 -0.02 (-0.33%)
As of 09/11/2026 07:30 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 Income Strategy Fund (NYSE:PFL)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$21.45M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$2.36M
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PFL Institutional Buying and Selling by Quarter

PIMCO Income Strategy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Integrated Wealth Concepts LLC9,469$75K0.0%N/A0.000%
9/9/2026 NewEdge Advisors LLC70,753$558K0.0%-11.2%0.000%
8/23/2026 Fortitude Advisory Group L.L.C.26,745$211K0.1%+30.6%0.000%
8/22/2026 Tudor Financial Inc.14,708$116K0.1%N/A0.000%
8/22/2026 TD Waterhouse Canada Inc.41,665$329K0.0%+68.1%0.000%
8/20/2026 IMC Chicago LLC31,932$252K0.0%N/A0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.17,940$141K0.0%-16.2%0.000%
8/18/2026 Beacon Pointe Advisors LLC21,344$168K0.0%N/A0.000%
8/18/2026 Centaurus Financial Inc.257,011$2.03M0.1%N/A0.000%
8/17/2026 Bank of America Corp DE204,405$1.61M0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC43,345$342K0.0%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.17,940$141K0.0%N/A0.000%
8/11/2026 Allworth Financial LP4,100$32K0.0%N/A0.000%
8/7/2026 BlackRock Inc.19,764$156K0.0%N/A0.000%
8/6/2026 IMC Chicago LLC31,932$252K0.0%N/A0.000%
7/7/2026 CoreCap Advisors LLC12,345$97K0.0%+47.9%0.000%
6/18/2026 Western Wealth Management LLC16,788$134K0.0%-8.5%0.000%
6/3/2026 NewEdge Advisors LLC79,650$637K0.0%-12.1%0.000%
5/19/2026 Western Wealth Management LLC16,788$134K0.0%-8.5%0.000%
5/19/2026 NewEdge Advisors LLC79,650$637K0.0%-12.1%0.000%
5/18/2026 Royal Bank of Canada235,475$1.88M0.0%+16.1%0.000%
5/13/2026 Cetera Investment Advisers214,507$1.72M0.0%+23.7%0.000%
5/6/2026 Independent Financial Group LLC524,055$4.19M0.1%N/A0.000%
5/5/2026 D.A. Davidson & CO.35,757$286K0.0%+49.0%0.000%
4/30/2026 Kestra Advisory Services LLC53,754$430K0.0%+9.0%0.000%
4/23/2026 GraniteShares Advisors LLC291,488$2.33M1.7%-10.3%0.000%
4/22/2026 Janney Montgomery Scott LLC45,359$363K0.0%-19.8%0.000%
4/21/2026 Silver Oak Securities Incorporated46,343$371K0.0%-3.1%0.000%
4/16/2026 Sprinkle Financial Consultants LLC10,000$80K0.0%N/A0.000%
2/19/2026 Invesco Ltd.317,350$2.68M0.0%-4.3%0.000%
2/18/2026 Ameriflex Group Inc.8,939$75K0.0%-50.0%0.000%
2/18/2026 Beacon Pointe Advisors LLC20,605$174K0.0%N/A0.000%
2/18/2026 NewEdge Advisors LLC90,650$764K0.0%-1.9%0.000%
2/17/2026 Guggenheim Capital LLC983,056$8.29M0.1%+23.6%0.000%
2/17/2026 Cetera Investment Advisers173,467$1.46M0.0%+2.7%0.000%
2/17/2026 Osaic Holdings Inc.232,807$1.96M0.0%+21.4%0.000%
2/16/2026 Mariner LLC13,863$117K0.0%-51.9%0.000%
2/16/2026 Fortitude Advisory Group L.L.C.20,472$173K0.1%+47.2%0.000%
2/13/2026 Kestra Advisory Services LLC49,298$416K0.0%+48.2%0.000%
2/13/2026 Stifel Financial Corp255,725$2.16M0.0%+4.2%0.000%
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2/13/2026 Wells Fargo & Company MN416,405$3.51M0.0%-2.5%0.000%
2/12/2026 Jane Street Group LLC12,547$106K0.0%-18.5%0.000%
2/12/2026 Hohimer Wealth Management LLC256,970$2.17M0.3%+2,058.7%0.000%
2/12/2026 Commonwealth Equity Services LLC252,975$2.13M0.0%-17.9%0.000%
2/12/2026 StoneX Group Inc.39,898$338K0.0%+73.5%0.000%
2/11/2026 Janney Montgomery Scott LLC56,523$476K0.0%-5.2%0.000%
2/11/2026 LPL Financial LLC497,728$4.20M0.0%+18.2%0.000%
2/11/2026 J.W. Cole Advisors Inc.52,462$442K0.0%-3.3%0.000%
2/10/2026 Northwestern Mutual Wealth Management Co.19,998$169K0.0%+20.8%0.000%
2/9/2026 Kingsview Wealth Management LLC18,412$155K0.0%-37.5%0.000%
2/5/2026 Western Wealth Management LLC18,345$155K0.0%-7.1%0.000%
2/3/2026 International Assets Investment Management LLC3,425$29K0.0%N/A0.000%
2/2/2026 Truist Financial Corp92,049$776K0.0%+13.0%0.000%
1/29/2026 D.A. Davidson & CO.23,999$202K0.0%+47.1%0.000%
1/28/2026 Geneos Wealth Management Inc.52,555$443K0.0%+59.2%0.000%
1/27/2026 GraniteShares Advisors LLC324,852$2.74M1.7%N/A0.000%
1/26/2026 PFG Investments LLC23,500$198K0.0%+9.3%0.000%
1/15/2026 Highline Wealth Partners LLC4,250$36K0.0%+1,114.3%0.000%
1/15/2026 Silver Oak Securities Incorporated47,843$405K0.0%N/A0.000%
1/13/2026 CoreCap Advisors LLC6,445$54K0.0%-39.2%0.000%
11/20/2025 Centaurus Financial Inc.353,484$3.01M0.1%-1.3%0.000%
11/17/2025 NewEdge Advisors LLC92,450$788K0.0%-2.1%0.000%
11/17/2025 Northwestern Mutual Wealth Management Co.16,552$141K0.0%+9.3%0.000%
11/17/2025 Ameriprise Financial Inc.334,062$2.81M0.0%+42.2%0.000%
11/14/2025 Raymond James Financial Inc.56,026$477K0.0%+31.0%0.000%
11/13/2025 Ameriflex Group Inc.17,878$152K0.1%+100.0%0.000%
11/12/2025 Consolidated Portfolio Review Corp19,911$170K0.0%-9.9%0.000%
11/12/2025 Kingsview Wealth Management LLC29,445$251K0.0%-9.9%0.000%
11/12/2025 Hohimer Wealth Management LLC11,904$101K0.0%N/A0.000%
11/7/2025Synovus Financial Corp15,098$129K0.0%-68.0%0.000%
11/5/2025 J.W. Cole Advisors Inc.54,262$462K0.0%-6.3%0.000%
11/3/2025 Truist Financial Corp81,461$694K0.0%-4.2%0.000%
10/28/2025Pinnacle Financial Partners Inc.117,903$1.01M0.0%N/A0.000%
10/22/2025 CoreCap Advisors LLC10,605$90K0.0%+19.1%0.000%
10/22/2025 D.A. Davidson & CO.16,314$139K0.0%+45.0%0.000%
10/22/2025 Semus Wealth Partners LLC10,190$87K0.0%-43.7%0.000%
10/7/2025Sonora Investment Management Group LLC13,895$118K0.0%-44.6%0.000%
9/4/2025 Osaic Holdings Inc.188,587$1.57M0.0%+3.8%0.000%
8/29/2025 Centaurus Financial Inc.357,970$2.99M0.2%+5.5%0.000%
8/18/2025 Geneos Wealth Management Inc.34,151$285K0.0%+63.6%0.000%
8/15/2025 Bank of America Corp DE208,863$1.74M0.0%+5.4%0.000%
8/15/2025 Ameriprise Financial Inc.234,966$1.96M0.0%-20.1%0.000%
8/14/2025 Jane Street Group LLC22,413$187K0.0%+105.5%0.000%
8/14/2025 Raymond James Financial Inc.42,755$357K0.0%+7.2%0.000%
8/14/2025 NewEdge Advisors LLC94,400$787K0.0%+8.5%0.000%
8/13/2025 StoneX Group Inc.25,503$213K0.0%-17.9%0.000%
8/13/2025 Guggenheim Capital LLC866,680$7.23M0.1%+10.6%0.000%
8/13/2025 Invesco Ltd.317,312$2.65M0.0%+3.3%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.15,142$126K0.0%+27.1%0.000%
8/12/2025 J.W. Cole Advisors Inc.57,883$483K0.0%-6.7%0.000%
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8/11/2025 Semus Wealth Partners LLC18,111$151K0.1%-7.3%0.000%
8/8/2025 Cetera Investment Advisers144,500$1.21M0.0%+44.8%0.000%
8/7/2025 Allworth Financial LP4,100$34K0.0%N/A0.000%
8/5/2025 Shaker Financial Services LLC37,026$312K0.1%N/A0.000%
8/4/2025 Integrity Alliance LLC.11,281$94K0.0%-24.2%0.000%
7/31/2025Moser Wealth Advisors LLC18,428$154K0.1%-29.3%0.000%
7/30/2025 D.A. Davidson & CO.11,251$94K0.0%-37.7%0.000%
7/29/2025 Stratos Wealth Partners LTD.23,245$194K0.0%+6.0%0.000%
7/25/2025 Cypress Capital Group58,213$485K0.1%N/A0.000%
7/25/2025 Apollon Wealth Management LLC11,200$93K0.0%-83.9%0.000%


PFL Institutional Ownership - Frequently Asked Questions

During the previous two years, 72 institutional investors and hedge funds held shares of PIMCO Income Strategy Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($10.70M), Guggenheim Capital LLC ($8.29M), LPL Financial LLC ($4.20M), Independent Financial Group LLC ($4.19M), Wells Fargo & Company MN ($3.51M), Ameriprise Financial Inc. ($2.81M), and Invesco Ltd. ($2.68M).Learn more on PIMCO Income Strategy Fund's institutional investors.

Of the 63 institutional investors that purchased PIMCO Income Strategy Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rivernorth Capital Management LLC ($732.28K), Independent Financial Group LLC ($524.06K), Centaurus Financial Inc. ($506.84K), Guggenheim Capital LLC ($372.49K), GraniteShares Advisors LLC ($324.85K), Hohimer Wealth Management LLC ($256.97K), and Bank of America Corp DE ($226.14K).

Institutional investors have bought a total of 2,615,392 shares in the last 24 months. This purchase volume represents approximately $21.45M in transactions.

Of the 21 institutional investors that sold PIMCO Income Strategy Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($55.28K), NewEdge Advisors LLC ($34.65K), GraniteShares Advisors LLC ($33.36K), Synovus Financial Corp ($32.05K), Mariner LLC ($14.93K), Kingsview Wealth Management LLC ($14.28K), and Janney Montgomery Scott LLC ($14.23K).

Institutional investors have sold a total of 283,734 shares in the last 24 months. This volume of shares sold represents approximately $2.36M in transactions.


Related Companies

Institutional ownership data for NYSE:PFL 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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