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PIMCO Income Strategy Fund (PFL) Institutional Ownership

PIMCO Income Strategy Fund logo
$7.84 +0.04 (+0.51%)
Closing price 07/16/2026 03:59 PM Eastern
Extended Trading
$7.85 +0.01 (+0.11%)
As of 04:04 AM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Income Strategy Fund (NYSE:PFL)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$18.77M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$3.50M
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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
7/7/2026 CoreCap Advisors LLC12,345$97K0.0%+47.9%0.000%
6/18/2026Western Wealth Management LLC16,788$134K0.0%-8.5%0.000%
6/3/2026NewEdge Advisors LLC79,650$637K0.0%-12.1%0.000%
5/19/2026Western Wealth Management LLC16,788$134K0.0%-8.5%0.000%
5/19/2026NewEdge Advisors LLC79,650$637K0.0%-12.1%0.000%
5/18/2026Royal Bank of Canada235,475$1.88M0.0%+16.1%0.000%
5/13/2026Cetera Investment Advisers214,507$1.72M0.0%+23.7%0.000%
5/6/2026 Independent Financial Group LLC524,055$4.19M0.1%N/A0.000%
5/5/2026D.A. Davidson & CO.35,757$286K0.0%+49.0%0.000%
4/30/2026Kestra Advisory Services LLC53,754$430K0.0%+9.0%0.000%
4/23/2026GraniteShares Advisors LLC291,488$2.33M1.7%-10.3%0.000%
4/22/2026Janney Montgomery Scott LLC45,359$363K0.0%-19.8%0.000%
4/21/2026Silver Oak Securities Incorporated46,343$371K0.0%-3.1%0.000%
4/16/2026 Sprinkle Financial Consultants LLC10,000$80K0.0%N/A0.000%
2/19/2026Invesco Ltd.317,350$2.68M0.0%-4.3%0.000%
2/18/2026Ameriflex Group Inc.8,939$75K0.0%-50.0%0.000%
2/18/2026Beacon Pointe Advisors LLC20,605$174K0.0%N/A0.000%
2/18/2026NewEdge Advisors LLC90,650$764K0.0%-1.9%0.000%
2/17/2026Guggenheim Capital LLC983,056$8.29M0.1%+23.6%0.000%
2/17/2026Cetera Investment Advisers173,467$1.46M0.0%+2.7%0.000%
2/17/2026Osaic Holdings Inc.232,807$1.96M0.0%+21.4%0.000%
2/16/2026Mariner LLC13,863$117K0.0%-51.9%0.000%
2/16/2026Fortitude Advisory Group L.L.C.20,472$173K0.1%+47.2%0.000%
2/13/2026Kestra Advisory Services LLC49,298$416K0.0%+48.2%0.000%
2/13/2026Stifel Financial Corp255,725$2.16M0.0%+4.2%0.000%
2/13/2026Wells Fargo & Company MN416,405$3.51M0.0%-2.5%0.000%
2/12/2026Jane Street Group LLC12,547$106K0.0%-18.5%0.000%
2/12/2026Hohimer Wealth Management LLC256,970$2.17M0.3%+2,058.7%0.000%
2/12/2026Commonwealth Equity Services LLC252,975$2.13M0.0%-17.9%0.000%
2/12/2026StoneX Group Inc.39,898$338K0.0%+73.5%0.000%
2/11/2026Janney Montgomery Scott LLC56,523$476K0.0%-5.2%0.000%
2/11/2026LPL Financial LLC497,728$4.20M0.0%+18.2%0.000%
2/11/2026J.W. Cole Advisors Inc.52,462$442K0.0%-3.3%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.19,998$169K0.0%+20.8%0.000%
2/9/2026Kingsview Wealth Management LLC18,412$155K0.0%-37.5%0.000%
2/5/2026Western Wealth Management LLC18,345$155K0.0%-7.1%0.000%
2/3/2026International Assets Investment Management LLC3,425$29K0.0%N/A0.000%
2/2/2026Truist Financial Corp92,049$776K0.0%+13.0%0.000%
1/29/2026D.A. Davidson & CO.23,999$202K0.0%+47.1%0.000%
1/28/2026Geneos Wealth Management Inc.52,555$443K0.0%+59.2%0.000%
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1/27/2026GraniteShares Advisors LLC324,852$2.74M1.7%N/A0.000%
1/26/2026PFG Investments LLC23,500$198K0.0%+9.3%0.000%
1/15/2026 Highline Wealth Partners LLC4,250$36K0.0%+1,114.3%0.000%
1/15/2026Silver Oak Securities Incorporated47,843$405K0.0%N/A0.000%
1/13/2026 CoreCap Advisors LLC6,445$54K0.0%-39.2%0.000%
11/20/2025Centaurus Financial Inc.353,484$3.01M0.1%-1.3%0.000%
11/17/2025NewEdge Advisors LLC92,450$788K0.0%-2.1%0.000%
11/17/2025Northwestern Mutual Wealth Management Co.16,552$141K0.0%+9.3%0.000%
11/17/2025Ameriprise Financial Inc.334,062$2.81M0.0%+42.2%0.000%
11/14/2025Raymond James Financial Inc.56,026$477K0.0%+31.0%0.000%
11/13/2025Ameriflex Group Inc.17,878$152K0.1%+100.0%0.000%
11/12/2025Consolidated Portfolio Review Corp19,911$170K0.0%-9.9%0.000%
11/12/2025Kingsview Wealth Management LLC29,445$251K0.0%-9.9%0.000%
11/12/2025Hohimer Wealth Management LLC11,904$101K0.0%N/A0.000%
11/7/2025Synovus Financial Corp15,098$129K0.0%-68.0%0.000%
11/5/2025J.W. Cole Advisors Inc.54,262$462K0.0%-6.3%0.000%
11/3/2025Truist 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%
10/22/2025D.A. Davidson & CO.16,314$139K0.0%+45.0%0.000%
10/22/2025Semus Wealth Partners LLC10,190$87K0.0%-43.7%0.000%
10/7/2025Sonora Investment Management Group LLC13,895$118K0.0%-44.6%0.000%
9/4/2025Osaic Holdings Inc.188,587$1.57M0.0%+3.8%0.000%
8/29/2025Centaurus Financial Inc.357,970$2.99M0.2%+5.5%0.000%
8/18/2025Geneos Wealth Management Inc.34,151$285K0.0%+63.6%0.000%
8/15/2025Bank of America Corp DE208,863$1.74M0.0%+5.4%0.000%
8/15/2025Ameriprise Financial Inc.234,966$1.96M0.0%-20.1%0.000%
8/14/2025Jane Street Group LLC22,413$187K0.0%+105.5%0.000%
8/14/2025Raymond James Financial Inc.42,755$357K0.0%+7.2%0.000%
8/14/2025NewEdge Advisors LLC94,400$787K0.0%+8.5%0.000%
8/13/2025StoneX Group Inc.25,503$213K0.0%-17.9%0.000%
8/13/2025Guggenheim Capital LLC866,680$7.23M0.1%+10.6%0.000%
8/13/2025Invesco Ltd.317,312$2.65M0.0%+3.3%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.15,142$126K0.0%+27.1%0.000%
8/12/2025J.W. Cole Advisors Inc.57,883$483K0.0%-6.7%0.000%
8/11/2025Semus Wealth Partners LLC18,111$151K0.1%-7.3%0.000%
8/8/2025Cetera Investment Advisers144,500$1.21M0.0%+44.8%0.000%
8/7/2025Allworth Financial LP4,100$34K0.0%N/A0.000%
8/5/2025 Shaker Financial Services LLC37,026$312K0.1%N/A0.000%
8/4/2025Integrity Alliance LLC.11,281$94K0.0%-24.2%0.000%
7/31/2025Moser Wealth Advisors LLC18,428$154K0.1%-29.3%0.000%
7/30/2025D.A. Davidson & CO.11,251$94K0.0%-37.7%0.000%
7/29/2025Stratos Wealth Partners LTD.23,245$194K0.0%+6.0%0.000%
7/25/2025Cypress Capital Group58,213$485K0.1%N/A0.000%
7/25/2025Apollon Wealth Management LLC11,200$93K0.0%-83.9%0.000%
7/23/2025Elm3 Financial Group LLC27,833$232K0.2%+27.2%0.000%
7/18/2025Consolidated Portfolio Review Corp22,106$184K0.0%-5.9%0.000%
5/21/2025Geneos Wealth Management Inc.20,872$179K0.0%+51.3%0.000%
5/20/2025Integrity Alliance LLC.14,890$128K0.0%+42.1%0.000%
5/19/2025Jane Street Group LLC10,909$94K0.0%N/A0.000%
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5/15/2025Royal Bank of Canada167,070$1.44M0.0%+9.6%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.11,912$102K0.0%+18.5%0.000%
5/12/2025Invesco Ltd.307,144$2.64M0.0%+1.0%0.000%
5/12/2025National Bank of Canada FI5,878$50K0.0%+114.6%0.000%
5/9/2025Atria Wealth Solutions Inc.262,787$2.26M0.0%-0.5%0.000%
5/8/2025XTX Topco Ltd13,783$119K0.0%N/A0.000%
5/7/2025LPL Financial LLC247,403$2.13M0.0%+3.0%0.000%
5/7/2025Semus Wealth Partners LLC19,531$168K0.1%-25.0%0.000%
5/6/2025Cetera Investment Advisers99,783$858K0.0%+18.1%0.000%
5/6/2025Elm3 Financial Group LLC21,885$188K0.2%-12.7%0.000%


PFL Institutional Ownership - Frequently Asked Questions

During the previous two years, 69 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), Centaurus Financial Inc. ($3.01M), and Ameriprise Financial Inc. ($2.81M).Learn more on PIMCO Income Strategy Fund's institutional investors.

Of the 61 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), Guggenheim Capital LLC ($372.49K), GraniteShares Advisors LLC ($324.85K), Hohimer Wealth Management LLC ($256.97K), Centaurus Financial Inc. ($249.82K), and Strategic Financial Concepts LLC ($145.81K).

Institutional investors have bought a total of 2,255,451 shares in the last 24 months. This purchase volume represents approximately $18.77M in transactions.

Of the 26 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: Ameriprise Financial Inc. ($59.14K), Apollon Wealth Management LLC ($58.21K), Commonwealth Equity Services LLC ($55.28K), GraniteShares Advisors LLC ($33.36K), Synovus Financial Corp ($32.05K), NewEdge Advisors LLC ($25.75K), and Mariner LLC ($14.93K).

Institutional investors have sold a total of 419,252 shares in the last 24 months. This volume of shares sold represents approximately $3.50M in transactions.


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This page (NYSE:PFL) was last updated on 7/17/2026 by MarketBeat.com Staff.
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