PIMCO CORPORATE & INCM STRG (PCN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
116
Reporting holders
$147.5M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $15.3M | 1,283,608 | 0.00% | 35q | +3.9%+$571.9K |
| Mission Hills Financial Advisory, LLC | $14.5M | 1,210,014 | 6.35% | 8q | -4.6%-$696.9K |
| GUGGENHEIM CAPITAL LLC | $13.4M | 1,121,385 | 0.08% | 17q | -4.8%-$680.6K |
| LPL Financial LLC | $8.8M | 734,767 | 0.00% | 31q | +6.8%+$561.6K |
| GHE, LLC | $8.1M | 678,497 | 3.06% | 16q | +4.5%+$346.0K |
| WELLS FARGO & COMPANY/MN | $6.9M | 579,370 | 0.00% | 31q | -42.5%-$5.1M |
| Invesco Ltd. | $6.2M | 516,606 | 0.00% | 11q | +5.7%+$335.6K |
| PRINCIPAL SECURITIES, INC. | $5.9M | 490,377 | 0.07% | 11q | +1.3%+$76.5K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $5.1M | 428,965 | 0.24% | 3q | +20.7%+$880.8K |
| Elevated Capital Advisors, LLC | $4.9M | 411,339 | 1.35% | 24q | +2.9%+$138.5K |
| Noble Wealth Management PBC | $4.2M | 349,637 | 1.87% | 6q | +2.9%+$118.3K |
| BANK OF AMERICA CORP /DE/ | $3.3M | 279,038 | 0.00% | 31q | +1.3%+$41.6K |
| INSIGNEO ADVISORY SERVICES, LLC | $3.1M | 256,359 | 0.11% | 9q | +2.4%+$70.6K |
| Smith Asset Management Co., LLC | $2.9M | 242,388 | 2.28% | 7q | -0.8%-$24.5K |
| Cetera Investment Advisers | $2.6M | 219,714 | 0.00% | 31q | +1.8%+$45.2K |
| Prospera Financial Services Inc | $2.5M | 205,916 | 0.04% | 22q | +3.2%+$76.4K |
| AG Asset Advisory, LLC | $2.1M | 177,270 | 1.71% | 4q | +3.1%+$63.9K |
| Venture Visionary Partners LLC | $2.1M | 173,373 | 0.06% | 10q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 173,021 | 0.00% | 17q | +8.8%+$167.3K |
| OSAIC HOLDINGS, INC. | $2.0M | 171,246 | 0.00% | 26q | -6.7%-$147.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 160,192 | 0.00% | 31q | -2.7%-$52.9K |
| NorthRock Partners, LLC | $1.7M | 145,358 | 0.03% | 2q | +6.1%+$100.6K |
| Astoria Portfolio Advisors LLC. | $1.5M | 129,436 | 0.26% | 2q | +2.0%+$30.7K |
| Kestra Advisory Services, LLC | $1.4M | 114,029 | 0.00% | 24q | -5.5%-$79.6K |
| Vision Retirement, LLC | $1.1M | 94,183 | 0.27% | 3q | -4.5%-$53.0K |
| ROYAL BANK OF CANADA | $1.1M | 88,244 | 0.00% | 31q | +12.8%+$119.8K |
| RAYMOND JAMES FINANCIAL INC | $932.4K | 78,021 | 0.00% | 7q | -5.4%-$52.9K |
| Aviance Capital Partners, LLC | $923.6K | 77,289 | 0.10% | 11q | -4.3%-$41.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $843.2K | 70,797 | 0.05% | 11q | -4.1%-$36.2K |
| Westbourne Investment Advisors, Inc. | $842.5K | 70,500 | 0.23% | 5q | +10.2%+$77.7K |
| Cyndeo Wealth Partners, LLC | $836.5K | 70,000 | 0.04% | 15q | HELD |
| Steward Partners Investment Advisory, LLC | $817.6K | 68,421 | 0.00% | 5q | -13.0%-$122.3K |
| Logan Stone Capital, LLC | $724.9K | 60,658 | 0.15% | new | NEW |
| JANE STREET GROUP, LLC | $705.6K | 59,045 | 0.00% | 5q | -51.6%-$753.2K |
| UBS Group AG | $701.6K | 58,714 | 0.00% | 31q | -21.0%-$186.7K |
| Shaker Financial Services, LLC | $610.0K | 50,569 | 0.19% | new | NEW |
| Lido Advisors, LLC | $528.2K | 44,123 | 0.00% | 2q | +134.2%+$302.7K |
| NewEdge Advisors, LLC | $515.9K | 43,170 | 0.00% | 19q | -12.8%-$75.9K |
| XTX Topco Ltd | $493.8K | 41,325 | 0.01% | 2q | +10.3%+$46.0K |
| IHT Wealth Management, LLC | $459.5K | 38,454 | 0.01% | 31q | -15.1%-$81.6K |
| Advisory Solutions Group, LLC | $425.5K | 35,606 | 0.14% | new | FIRST |
| RMG Wealth Management LLC | $424.9K | 35,765 | 0.04% | new | NEW |
| LongView Wealth Management | $415.4K | 34,759 | 0.11% | 11q | -22.8%-$122.4K |
| OPPENHEIMER & CO INC | $406.0K | 33,976 | 0.00% | 26q | -1.8%-$7.4K |
| Private Advisor Group, LLC | $403.4K | 33,755 | 0.00% | 17q | +47.9%+$130.7K |
| Focus Partners Wealth | $402.4K | 33,670 | 0.00% | 8q | -18.1%-$88.7K |
| Elm3 Financial Group, LLC | $389.4K | 32,586 | 0.27% | 7q | -6.0%-$24.9K |
| Kingsview Wealth Management, LLC | $382.8K | 32,036 | 0.00% | 6q | +59.9%+$143.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $369.8K | 30,942 | 0.00% | 3q | -7.8%-$31.3K |
| Sanctuary Advisors, LLC | $360.1K | 30,136 | 0.00% | 9q | +6.3%+$21.2K |
| TRUIST FINANCIAL CORP | $357.5K | 29,918 | 0.00% | 31q | +1.3%+$4.7K |
| J.W. COLE ADVISORS, INC. | $327.0K | 27,363 | 0.01% | new | NEW |
| Apollon Wealth Management, LLC | $319.9K | 26,771 | 0.00% | 22q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $306.8K | 25,672 | 0.00% | 31q | +165.4%+$191.2K |
| Sovran Advisors, LLC | $298.6K | 25,652 | 0.02% | 7q | -3.9%-$12.0K |
| CDKV HOLDINGS LLC | $293.4K | 24,555 | 0.23% | 3q | -6.4%-$20.0K |
| Rathbones Group PLC | $292.8K | 24,500 | 0.00% | 3q | HELD |
| Estate Planners Group, LLC | $258.4K | 21,624 | 0.12% | 3q | +1.3%+$3.2K |
| STIFEL FINANCIAL CORP | $254.5K | 21,301 | 0.00% | 9q | HELD |
| Clear Street Group Inc. | $252.2K | 21,105 | 0.00% | new | NEW |
| NWAM LLC | $246.9K | 20,663 | 0.01% | 13q | -12.9%-$36.6K |
| NOMURA HOLDINGS INC | $239.0K | 20,000 | 0.00% | 3q | +6.9%+$15.5K |
| ShoreHaven Wealth Partners, LLC | $239.0K | 20,000 | 0.08% | 2q | HELD |
| Rockefeller Capital Management L.P. | $231.5K | 19,372 | 0.00% | 7q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $223.5K | 18,705 | 0.00% | 6q | HELD |
| Advisors Asset Management, Inc. | $220.4K | 18,441 | 0.00% | 2q | +3544.5%+$214.3K |
| Creative Planning | $210.6K | 17,625 | 0.00% | 8q | -9.2%-$21.2K |
| Allworth Financial LP | $208.0K | 17,404 | 0.00% | 18q | +5.0%+$9.9K |
| CAPTRUST FINANCIAL ADVISORS | $204.9K | 17,149 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $203.7K | 17,050 | 0.00% | 2q | +45.4%+$63.6K |
| Mutual Advisors, LLC | $193.4K | 16,188 | 0.00% | 2q | +10.7%+$18.7K |
| First Heartland Consultants, Inc. | $176.3K | 14,755 | 0.01% | 6q | HELD |
| StoneX Group Inc. | $171.9K | 14,248 | 0.01% | 9q | -23.3%-$52.1K |
| Regal Investment Advisors LLC | $167.6K | 14,029 | 0.01% | 3q | +10.6%+$16.0K |
| Symphony Financial Services, Inc. | $162.3K | 13,586 | 0.07% | 6q | -2.8%-$4.7K |
| PlanVest Financial, Inc | $160.7K | 13,452 | 0.11% | 2q | HELD |
| Detalus Advisors, LLC | $155.2K | 12,990 | 0.03% | 27q | HELD |
| FIFTH THIRD BANCORP | $153.8K | 12,871 | 0.00% | 4q | -1.0%-$1.6K |
| Sound View Wealth Advisors Group, LLC | $144.9K | 12,123 | 0.01% | 15q | HELD |
| Wealthcare Advisory Partners LLC | $143.2K | 11,986 | 0.00% | 3q | +4.4%+$6.1K |
| FLORIDA FINANCIAL ADVISORS, LLC | $143.1K | 11,978 | 0.02% | new | NEW |
| BOOTHBAY FUND MANAGEMENT, LLC | $136.9K | 11,456 | 0.00% | 2q | +2.7%+$3.6K |
| BlackRock, Inc. | $134.5K | 11,253 | 0.00% | 3q | HELD |
| CoreCap Advisors, LLC | $132.9K | 11,120 | 0.00% | 10q | HELD |
| PFG Investments, LLC | $120.3K | 10,064 | 0.00% | 10q | -45.7%-$101.1K |
| Busey Bank | $119.8K | 10,021 | 0.00% | new | NEW |
| Collaborative Wealth Managment Inc. | $119.7K | 10,014 | 0.05% | new | NEW |
| Keystone Financial Group | $119.5K | 10,000 | 0.01% | 3q | HELD |
| MAIMON WEALTH MANAGEMENT LTD. | $119.5K | 10,000 | 0.09% | 3q | HELD |
| Benchmark Financial, LLC | $119.5K | 10,000 | 0.10% | 3q | HELD |
| LANARK FINANCIAL, INC. | $109.9K | 9,200 | 0.01% | 12q | +2.2%+$2.4K |
| PNC Financial Services Group, Inc. | $99.0K | 8,284 | 0.00% | 31q | -5.5%-$5.7K |
| Highland Investment Advisors LLC | $92.0K | 7,702 | 0.04% | new | FIRST |
| Farther Finance Advisors, LLC | $84.1K | 7,081 | 0.00% | 9q | +3.8%+$3.1K |
| Ameritas Advisory Services, LLC | $62.9K | 5,260 | 0.00% | new | NEW |
| Atlantic Union Bankshares Corp | $51.4K | 4,300 | 0.00% | 4q | HELD |
| Wilmington Savings Fund Society, FSB | $50.1K | 4,192 | 0.00% | 8q | HELD |
| MPWM ADVISORY SOLUTIONS, LLC | $41.8K | 3,500 | 0.02% | new | NEW |
| BOK Financial Private Wealth, Inc. | $41.2K | 3,412 | 0.00% | 17q | HELD |
| Integrated Wealth Concepts LLC | $31.9K | 2,666 | 0.00% | new | NEW |
Showing the largest 100 of 120 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 116 | $147.5M | 12,345,376 | 15 | 37 | 31 | 0.0% |
| Q1 2026 | 117 | $147.4M | 12,384,067 | 22 | 40 | 18 | 0.0% |
| Q4 2025 | 111 | $142.7M | 11,181,733 | 20 | 34 | 22 | 0.0% |
| Q3 2025 | 97 | $137.6M | 10,287,865 | 11 | 33 | 21 | 0.0% |
| Q2 2025 | 99 | $126.9M | 9,975,603 | 16 | 31 | 21 | 0.0% |
| Q1 2025 | 90 | $125.8M | 9,234,059 | 12 | 24 | 19 | 0.0% |
| Q4 2024 | 90 | $117.9M | 8,784,496 | 11 | 27 | 19 | 0.0% |
| Q3 2024 | 78 | $109.9M | 7,765,684 | 11 | 27 | 16 | 0.0% |
| Q2 2024 | 72 | $84.8M | 6,418,303 | 10 | 25 | 14 | 0.0% |
| Q1 2024 | 70 | $102.8M | 7,359,009 | 12 | 24 | 13 | 0.0% |
| Q4 2023 | 74 | $79.2M | 6,382,198 | 10 | 22 | 16 | 0.0% |
| Q3 2023 | 72 | $50.3M | 4,133,159 | 14 | 13 | 20 | 0.0% |
| Q2 2023 | 67 | $61.2M | 4,663,317 | 7 | 24 | 12 | 0.0% |
| Q1 2023 | 63 | $56.1M | 4,470,947 | 6 | 20 | 16 | 0.0% |
| Q4 2022 | 64 | $49.2M | 4,149,966 | 8 | 19 | 14 | 0.0% |
| Q3 2022 | 77 | $56.0M | 4,725,841 | 10 | 19 | 24 | 0.0% |
| Q2 2022 | 75 | $49.4M | 3,881,697 | 8 | 20 | 16 | 0.0% |
| Q1 2022 | 72 | $66.0M | 4,197,305 | 6 | 20 | 17 | 0.0% |
| Q4 2021 | 75 | $61.4M | 3,587,722 | 9 | 18 | 20 | 0.0% |
| Q3 2021 | 67 | $71.6M | 3,968,811 | 4 | 21 | 12 | 0.0% |
| Q2 2021 | 69 | $65.3M | 3,490,746 | 3 | 21 | 18 | 0.0% |
| Q1 2021 | 77 | $62.8M | 3,622,372 | 14 | 20 | 16 | 0.0% |
| Q4 2020 | 66 | $57.1M | 3,311,041 | 7 | 16 | 19 | 0.0% |
| Q3 2020 | 65 | $51.5M | 3,292,671 | 6 | 19 | 18 | 0.0% |
| Q2 2020 | 65 | $49.5M | 3,125,584 | 7 | 19 | 12 | 0.0% |
| Q1 2020 | 67 | $37.5M | 2,815,109 | 7 | 19 | 20 | 0.0% |
| Q4 2019 | 71 | $51.8M | 2,684,801 | 6 | 20 | 15 | 0.0% |
| Q3 2019 | 62 | $42.8M | 2,331,091 | 10 | 17 | 18 | 0.0% |
| Q2 2019 | 60 | $39.2M | 2,289,837 | 11 | 16 | 14 | 0.0% |
| Q1 2019 | 57 | $42.5M | 2,497,447 | 3 | 22 | 15 | 0.0% |
| Q4 2018 | 65 | $40.8M | 2,733,982 | 1 | 2 | 2 | 0.0% |