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

97 institutions reported holding $65.5M of PIMCO (PFL) in SEC 13F filings for 2026-06-30. Largest institutional holders: AMERIPRISE FINANCIAL INC ($7.0M), GUGGENHEIM CAPITAL LLC ($6.9M), MORGAN STANLEY ($4.7M), INDEPENDENT FINANCIAL GROUP, LLC ($4.1M), LPL Financial LLC ($3.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1AMERIPRISE FINANCIAL INC$7.0M886,431Added
2GUGGENHEIM CAPITAL LLC$6.9M880,069Trimmed
3MORGAN STANLEY$4.7M594,857Added
4INDEPENDENT FINANCIAL GROUP, LLC$4.1M524,739Trimmed
5LPL Financial LLC$3.4M432,726Added
6HOHIMER WEALTH MANAGEMENT, LLC$3.1M390,256Trimmed
7Invesco Ltd.$2.7M348,669Added
8GraniteShares Advisors LLC$2.6M335,388Added
9Shaker Financial Services, LLC$2.3M295,080Added
10STIFEL FINANCIAL CORP$2.2M281,194Added
11CENTAURUS FINANCIAL, INC.$2.0M257,011Added
12Cetera Investment Advisers$2.0M254,097Added
13Royal Bank of Canada$1.9M246,959Added
14OSAIC HOLDINGS, INC.$1.8M224,184Trimmed
15BANK OF AMERICA CORP /DE/$1.6M204,405Trimmed
16COMMONWEALTH EQUITY SERVICES, LLC$1.4M180,611Trimmed
17Lido Advisors, LLC$1.3M123,883Added
18Pinnacle Financial Partners, Inc.$1.1M140,301Trimmed
19TRUIST FINANCIAL CORP$740,56693,980Added
20HORIZON KINETICS ASSET MANAGEMENT LLC$734,82693,252Hold
21Cambridge Investment Research Advisors, Inc.$648,00082,172Trimmed
22NewEdge Advisors, LLC$557,53470,753Trimmed
23Geneos Wealth Management Inc.$517,86665,719Added
24RAYMOND JAMES FINANCIAL INC$490,20862,209Added
25UBS Group AG$474,75460,248Added

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