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

119 institutions reported holding $1.21B of PIMCO (PMBS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Allianz Asset Management GmbH ($481.2M), Orgel Wealth Management, LLC ($240.5M), Advocacy Wealth Management, LLC ($53.8M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($49.4M), LPL Financial LLC ($40.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Allianz Asset Management GmbH$481.2M9.7MAdded
2Orgel Wealth Management, LLC$240.5M4.9MAdded
3Advocacy Wealth Management, LLC$53.8M1.1MAdded
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.4M1.0MAdded
5LPL Financial LLC$40.2M813,674Added
6Avidian Wealth Enterprises, LLC$36.3M735,585New
7OneDigital Investment Advisors LLC$35.0M708,959Added
8McNamara Financial Services, Inc.$22.8M461,740Added
9Focus Partners Wealth$20.5M414,439Added
10NewEdge Advisors, LLC$19.1M387,779Added
11ENVESTNET ASSET MANAGEMENT INC$15.3M309,549Trimmed
12Horizon Investments, LLC$14.8M302,343Trimmed
13Alliance Private Wealth, LLC$13.3M270,165Trimmed
14Integrated Wealth Concepts LLC$12.7M256,383Added
15Spectrum Investment Advisors, Inc.$12.4M250,856New
16FOSTER & MOTLEY INC$9.9M201,422Added
17Cresta Advisors, Ltd.$8.5M171,795Added
18RAYMOND JAMES FINANCIAL INC$7.6M154,442Trimmed
19RFG Advisory, LLC$7.3M146,964Added
20Cetera Investment Advisers$7.0M142,244Added
21Econ Financial Services Corp$6.0M122,458Added
22Essex Financial Services, Inc.$5.8M117,367Added
23CreativeOne Wealth, LLC$5.7M116,054Trimmed
24COMMONWEALTH EQUITY SERVICES, LLC$5.1M103,640Trimmed
25True Wealth Design, LLC$4.9M98,469Added

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