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PIMCO High Income Fund (PHK) Institutional Ownership

PIMCO High Income Fund logo
$4.66 +0.02 (+0.32%)
As of 09:48 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for PIMCO High Income Fund (NYSE:PHK)

Current
Institutional Ownership
Percentage
11.75%
Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$21.11M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$16.46M
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PHK Institutional Buying and Selling by Quarter

PIMCO High Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Integrated Capital Management Inc.81,300$379K0.3%-3.6%0.044%
7/1/2026 Noble Wealth Management PBC75,443$352K0.2%-13.7%0.040%
6/18/2026Western Wealth Management LLC108,255$501K0.0%N/A0.058%
6/3/2026NewEdge Advisors LLC104,000$482K0.0%-16.5%0.056%
5/19/2026Western Wealth Management LLC108,255$501K0.0%N/A0.058%
5/19/2026NewEdge Advisors LLC104,000$482K0.0%-16.5%0.056%
5/19/2026Bank of America Corp DE1,247,814$5.78M0.0%+4.0%0.669%
5/19/2026Arkadios Wealth Advisors25,259$117K0.0%N/A0.014%
5/18/2026Rivernorth Capital Management LLC447,813$2.07M0.1%-24.1%0.240%
5/18/2026Royal Bank of Canada138,610$642K0.0%-7.4%0.074%
5/13/2026Cetera Investment Advisers941,248$4.36M0.0%+6.9%0.549%
5/6/2026 Independent Financial Group LLC30,442$141K0.0%N/A0.018%
5/5/2026 Marks Group Wealth Management Inc261,440$1.21M0.1%-6.9%0.152%
5/5/2026Bank of New York Mellon Corp10,698$50K0.0%N/A0.006%
5/5/2026Sanctuary Advisors LLC127,114$589K0.0%+14.0%0.074%
4/30/2026 Kestra Advisory Services LLC307,536$1.42M0.0%-22.3%0.179%
4/27/2026 PFG Investments LLC78,851$365K0.0%-14.4%0.046%
4/23/2026GraniteShares Advisors LLC504,811$2.34M1.7%-10.3%0.294%
4/23/2026 Apollon Wealth Management LLC173,291$802K0.0%-3.6%0.101%
4/21/2026 Laurel Oak Wealth Management LLC55,436$257K0.0%+33.2%0.032%
4/20/2026Ritholtz Wealth Management34,500$160K0.0%N/A0.020%
4/16/2026 Future Financial Wealth Managment LLC127,753$598K0.4%-1.9%0.074%
2/19/2026Invesco Ltd.1,216,380$5.91M0.0%-4.9%0.709%
2/18/2026NewEdge Advisors LLC124,600$606K0.0%-4.4%0.073%
2/18/2026Rivernorth Capital Management LLC589,626$2.87M0.1%-75.6%0.344%
2/17/2026Guggenheim Capital LLC1,310,743$6.37M0.0%-4.0%0.764%
2/17/2026Cetera Investment Advisers880,845$4.28M0.0%+35.8%0.514%
2/17/2026Osaic Holdings Inc.1,661,772$8.08M0.0%+32.8%0.969%
2/17/2026Royal Bank of Canada149,644$727K0.0%+4.2%0.087%
2/16/2026MML Investors Services LLC82,080$399K0.0%+7.9%0.048%
2/13/2026 Kestra Advisory Services LLC395,817$1.92M0.0%+19.3%0.231%
2/13/2026Stifel Financial Corp39,891$194K0.0%-11.5%0.023%
2/13/2026Creekside Partners90,844$442K0.2%+81.6%0.053%
2/13/2026Wells Fargo & Company MN142,121$691K0.0%+18.3%0.083%
2/13/2026Cohen & Steers Inc.1,148,953$5.58M0.0%+2.4%0.670%
2/13/2026Kane Investment Management Inc.43,757$213K0.1%N/A0.026%
2/12/2026 Laurel Oak Wealth Management LLC41,622$202K0.0%N/A0.024%
2/12/2026Jane Street Group LLC169,094$822K0.0%+71.8%0.099%
2/12/2026Orion Porfolio Solutions LLC1,158,205$5.63M0.0%+145.3%0.675%
2/12/2026 Commonwealth Equity Services LLC301,737$1.47M0.0%-46.4%0.176%
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2/12/2026StoneX Group Inc.25,814$125K0.0%N/A0.015%
2/12/2026Steward Partners Investment Advisory LLC15,455$75K0.0%-22.3%0.009%
2/12/2026Principal Securities Inc.337,605$1.64M0.0%+2.5%0.197%
2/11/2026LPL Financial LLC1,937,118$9.41M0.0%+2.5%1.130%
2/10/2026Madison Wealth Partners Inc13,950$68K0.0%-34.7%0.008%
2/10/2026Moors & Cabot Inc.24,500$119K0.0%+19.5%0.014%
2/9/2026Kingsview Wealth Management LLC81,789$397K0.0%-17.9%0.048%
2/9/2026Integrity Alliance LLC.25,565$124K0.0%+43.2%0.015%
2/9/2026Integrity Advisory Solutions LLC16,832$82K0.0%+28.2%0.010%
2/9/2026Glenview Trust Co13,010$63K0.0%N/A0.008%
2/5/2026Presper Financial Architects LLC72,543$353K0.2%-36.4%0.042%
2/5/2026Rayburn West Financial Services LLC79,100$384K0.2%N/A0.046%
2/3/2026Indivisible Partners61,674$300K0.0%N/A0.036%
2/2/2026 Benjamin Edwards Inc.130,650$635K0.0%-13.9%0.076%
2/2/2026 Cornerstone Planning Group LLC6,279$31K0.0%+31,295.0%0.004%
1/29/2026UBS Group AG1,289,048$6.27M0.0%+11.2%0.752%
1/29/2026Sanctuary Advisors LLC111,486$542K0.0%+12.8%0.065%
1/27/2026GraniteShares Advisors LLC562,590$2.73M1.7%N/A0.328%
1/26/2026 PFG Investments LLC92,147$448K0.0%+10.0%0.054%
1/22/2026 Elm3 Financial Group LLC209,092$1.02M0.8%N/A0.122%
1/21/2026 Capital Investment Advisory Services LLC57,800$281K0.0%N/A0.034%
1/15/2026 Nilsine Partners LLC171,108$832K0.1%+3.0%0.100%
1/14/2026 TrueMark Investments LLC79,784$388K0.1%+3.7%0.047%
1/8/2026 Wealth Enhancement Advisory Services LLC17,379$86K0.0%-51.5%0.010%
1/5/2026 Noble Wealth Management PBC112,350$546K0.3%-62.9%0.066%
1/5/2026 Park Avenue Securities LLC335,863$1.63M0.0%-7.5%0.196%
11/17/2025NewEdge Advisors LLC130,300$650K0.0%-6.5%0.076%
11/17/2025Susquehanna International Group LLP39,087$195K0.0%-36.1%0.023%
11/17/2025Northwestern Mutual Wealth Management Co.60,290$301K0.0%-30.7%0.035%
11/17/2025Bank of America Corp DE1,030,933$5.14M0.0%+7.4%0.601%
11/14/2025Raymond James Financial Inc.190,058$948K0.0%+5.5%0.111%
11/13/2025Invesco Ltd.1,279,467$6.39M0.0%+4.3%0.746%
11/13/2025UBS Group AG1,158,962$5.78M0.0%+11.5%0.676%
11/13/2025 Private Advisor Group LLC11,500$57K0.0%-32.7%0.007%
11/13/2025New England Private Wealth Advisors LLC44,347$221K0.0%+195.6%0.026%
11/12/2025Integrity Advisory Solutions LLC13,125$65K0.0%N/A0.008%
11/12/2025Orion Porfolio Solutions LLC472,168$2.36M0.0%+9.7%0.275%
11/12/2025Kingsview Wealth Management LLC99,640$497K0.0%-7.4%0.058%
11/7/2025Founders Financial Alliance LLC74,325$371K0.1%+6.9%0.043%
11/6/2025 Aspect Partners LLC5,873$29K0.0%N/A0.003%
11/5/2025 J.W. Cole Advisors Inc.56,430$282K0.0%+5.6%0.033%
11/5/2025Envestnet Asset Management Inc.892,320$4.45M0.0%+0.5%0.520%
11/4/2025Guerra Advisors Inc5,659$28K0.0%N/A0.003%
11/4/2025Principal Financial Group Inc.12,134$60K0.0%N/A0.007%
11/4/2025Thrivent Financial for Lutherans103,000$514K0.0%-12.8%0.060%
11/3/2025Alpha Cubed Investments LLC22,194$111K0.0%+10.5%0.013%
10/30/2025 TrueMark Investments LLC76,922$384K0.1%N/A0.045%
10/29/2025 Wealth Enhancement Advisory Services LLC35,858$179K0.0%+106.3%0.021%
10/27/2025 Eastern Bank10,500$52K0.0%+1,400.0%0.006%
10/23/2025Steinberganna Wealth Management18,900$94K0.0%N/A0.011%
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10/23/2025Zullo Investment Group Inc.10,100$50K0.0%N/A0.006%
10/23/2025 Benjamin Edwards Inc.151,740$757K0.0%-9.4%0.088%
10/23/2025 Park Avenue Securities LLC363,206$1.81M0.0%-3.0%0.212%
10/20/2025 Base Wealth Management LLC10,212$51K0.0%N/A0.006%
10/17/2025 Apollon Wealth Management LLC179,418$895K0.0%-47.0%0.105%
10/15/2025 Private Trust Co. NA10,000$50K0.0%N/A0.006%
10/8/2025 Integrated Capital Management Inc.83,810$418K0.3%-3.2%0.049%
10/6/2025 Nilsine Partners LLC166,121$829K0.1%-3.0%0.097%
9/4/2025Osaic Holdings Inc.444,399$2.13M0.0%+18.9%0.259%
8/19/2025 B. Riley Wealth Advisors Inc.14,935$72K0.0%N/A0.009%


PHK Institutional Ownership - Frequently Asked Questions

During the previous two years, 121 institutional investors and hedge funds held shares of PIMCO High Income Fund. The most heavily invested institutionals were LPL Financial LLC ($9.41M), Osaic Holdings Inc. ($8.08M), Guggenheim Capital LLC ($6.37M), UBS Group AG ($6.27M), Invesco Ltd. ($5.91M), Bank of America Corp DE ($5.78M), and Orion Porfolio Solutions LLC ($5.63M).Learn more on PIMCO High Income Fund's institutional investors.

11.75% of PIMCO High Income Fund's stock is owned by institutional investors. Learn more on PHK's institutional investor holdings.

Of the 104 institutional investors that purchased PIMCO High Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orion Porfolio Solutions LLC ($808.12K), LPL Financial LLC ($618.63K), GraniteShares Advisors LLC ($562.59K), Rivernorth Capital Management LLC ($544.77K), Osaic Holdings Inc. ($480.79K), Cetera Investment Advisers ($426.28K), and Guggenheim Capital LLC ($418.42K).

Institutional investors have bought a total of 4,351,604 shares in the last 24 months. This purchase volume represents approximately $21.11M in transactions.

Of the 34 institutional investors that sold PIMCO High Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($1.97M), Commonwealth Equity Services LLC ($260.87K), Noble Wealth Management PBC ($202.49K), Apollon Wealth Management LLC ($165.44K), Kestra Advisory Services LLC ($88.28K), Benjamin Edwards Inc. ($86.39K), and Invesco Ltd. ($63.09K).

Institutional investors have sold a total of 3,392,928 shares in the last 24 months. This volume of shares sold represents approximately $16.46M in transactions.


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This page (NYSE:PHK) was last updated on 8/3/2026 by MarketBeat.com Staff.
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