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

409 institutions reported holding $1.20B of PIMCO (PDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($233.5M), LPL Financial LLC ($92.6M), BANK OF AMERICA CORP /DE/ ($50.3M), Cetera Investment Advisers ($36.4M), OSAIC HOLDINGS, INC. ($30.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$233.5M14.0MAdded
2LPL Financial LLC$92.6M5.5MAdded
3BANK OF AMERICA CORP /DE/$50.3M3.0MTrimmed
4Cetera Investment Advisers$36.4M2.2MAdded
5OSAIC HOLDINGS, INC.$30.6M1.8MAdded
6UBS Group AG$29.2M1.8MAdded
7RAYMOND JAMES FINANCIAL INC$26.5M1.6MAdded
8WELLS FARGO & COMPANY/MN$25.6M1.5MTrimmed
9COHEN & STEERS, INC.$25.3M1.5MAdded
10J.W. COLE ADVISORS, INC.$25.2M1.5MAdded
11Royal Bank of Canada$24.3M1.5MTrimmed
12PFG Investments, LLC$24.0M1.4MTrimmed
13TD Waterhouse Canada Inc.$23.2M1.4MAdded
14Estate Planners Group, LLC$22.8M1.4MAdded
15Cambridge Investment Research Advisors, Inc.$22.3M1.3MAdded
16Cerity Partners LLC$16.5M985,250Added
17Cyndeo Wealth Partners, LLC$15.5M927,452Added
18ENVESTNET ASSET MANAGEMENT INC$14.0M839,521Added
19Mission Hills Financial Advisory, LLC$12.5M751,235Added
20INDEPENDENT FINANCIAL GROUP, LLC$12.0M717,418Trimmed
21Private Advisor Group, LLC$11.9M713,369Trimmed
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10.9M651,048Added
23GUGGENHEIM CAPITAL LLC$10.2M608,146Trimmed
24COMMONWEALTH EQUITY SERVICES, LLC$10.1M604,754Added
25Bensler, LLC$9.5M566,940Added

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