# PIMCO DYNAMIC INCOME FD (PDI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PDI/

- Reporting holders: 21
- Reported value: $19.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $7.4M | 524,175 | 3.3% | 7 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $1.6M | 113,980 | 1.1% | 8 |
| [Meadowbrook Wealth Management, LLC](https://holderbook.com/funds/2090468-meadowbrook-wealth-management-llc/) | $1.5M | 107,760 | 1.6% | 2 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $1.4M | 100,739 | 0.5% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.4M | 99,056 | 0.0% | 10 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $1.1M | 74,937 | 0.3% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $765.5K | 54,559 | 0.0% | 19 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $756.7K | 53,935 | 0.1% | 9 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $545.8K | 38,901 | 0.2% | 23 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $424.0K | 30,220 | 0.0% | 10 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $348.4K | 24,829 | 0.2% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $322.0K | 22,951 | 0.0% | 20 |
| [Attessa Capital LLC](https://holderbook.com/funds/2020560-attessa-capital-llc/) | $319.7K | 22,787 | 0.1% | 3 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $269.3K | 19,194 | 0.0% | 4 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $251.7K | 17,937 | 0.0% | 2 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $239.1K | 17,042 | 0.2% | 1 |
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $221.6K | 15,792 | 0.2% | 8 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $180.5K | 12,593 | 0.0% | 17 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $87.7K | 6,253 | 0.0% | 1 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $42.1K | 3,000 | 0.0% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $56 | 4 | 0.0% | 7 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $46 | 3,274 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 21 | $19.1M |
| Q2 2026 | 377 | $1.2B |
| Q1 2026 | 372 | $1.1B |
| Q4 2025 | 357 | $1.2B |
| Q3 2025 | 340 | $1.4B |
| Q2 2025 | 331 | $1.1B |
| Q1 2025 | 319 | $1.1B |
| Q4 2024 | 317 | $929.7M |
| Q3 2024 | 293 | $941.7M |
| Q2 2024 | 272 | $832.1M |
| Q1 2024 | 267 | $1.3B |
| Q4 2023 | 260 | $907.9M |