Who Owns PIMCO (HYS)? -- Institutional Holders (2026-06-30)

285 institutions reported holding $868.4M of PIMCO (HYS) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($67.6M), ENVESTNET ASSET MANAGEMENT INC ($55.4M), ASSETMARK, INC ($49.7M), OneDigital Investment Advisors LLC ($35.5M), LPL Financial LLC ($34.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$67.6M722,783Added
2ENVESTNET ASSET MANAGEMENT INC$55.4M592,483Added
3ASSETMARK, INC$49.7M531,701Trimmed
4OneDigital Investment Advisors LLC$35.5M380,042Added
5LPL Financial LLC$34.7M371,068Added
6PNC Financial Services Group, Inc.$33.4M357,262Added
7Alpine Bank Wealth Management$32.4M346,430New
8Mid-American Wealth Advisory Group, Inc.$29.4M314,582Trimmed
9Cetera Investment Advisers$27.3M291,687Added
10TD PRIVATE CLIENT WEALTH LLC$22.8M243,726Added
11RMR Wealth Builders$21.3M227,955Added
12BANK OF AMERICA CORP /DE/$20.4M218,631Added
13Royal Bank of Canada$20.3M217,023Added
14Bleakley Financial Group, LLC$17.3M185,109Trimmed
15CONDOR CAPITAL MANAGEMENT$16.7M178,391Added
16CreativeOne Wealth, LLC$16.5M176,783Added
17COMMONWEALTH EQUITY SERVICES, LLC$16.4M175,434Added
18WELLS FARGO & COMPANY/MN$15.2M162,247Added
19Capital Management Associates, Inc$14.7M156,854Trimmed
20RAYMOND JAMES FINANCIAL INC$14.1M151,165Added
21Man Group plc$13.1M139,722Added
22UBS Group AG$13.0M138,966Trimmed
23AMERIPRISE FINANCIAL INC$12.3M131,557Added
24OSAIC HOLDINGS, INC.$11.4M122,294Trimmed
25Beacon Pointe Advisors, LLC$10.7M114,761Added

Source: SEC Form 13F filings · as of 2026-06-30