Security key
72201Y101
- Security type / class
- Equity / SHS
- Total 13F shares
- 50,378,932
- Total 13F value
- $925,126,818
- Share change
- +3,337,387
- SEC-reported price per share
- $18.34
- Number of holders
- 312
- Value change
- +$59,939,810
- Number of buys
- 157
- Number of sells
- 107
Report period
Q4 2024
Institutions
312
Top holders
10
PDI full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
PIMCO Dynamic Income Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 72201Y101
Recent filing periods:
Ownership snapshot
Top reported holders of PDI - PIMCO Dynamic Income Fund - SHS (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/15
Latest evidence
30 Sep 2024
13F
Highest disclosed value: $235,778,660
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $235.78M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Disclosed position value
Top 5
MORGAN STANLEY
$235.78M
BANK OF AMERICA CORP /DE/
$53M
LPL Financial LLC
$52.93M
Atria Wealth Solutions, Inc.
$29.59M
UBS Group AG
$28.1M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$235,778,660
11,631,901 shares
|
— | 30 Sep 2024 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$53,003,543
2,614,876 shares
|
— | 30 Sep 2024 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$52,931,299
2,611,312 shares
|
— | 30 Sep 2024 |
| Atria Wealth Solutions, Inc. |
13F
Company
|
—
class O/S missing
|
$29,593,931
1,458,740 shares
|
— | 30 Sep 2024 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$28,104,963
1,386,530 shares
|
— | 30 Sep 2024 |
| COHEN & STEERS, INC. |
13F
Company
|
—
class O/S missing
|
$26,267,000
1,295,834 shares
|
— | 30 Sep 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
312
Shares
50,378,932
Rows available
312
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2024 vs Q1 2026 Across Filers
Q1 2026 holders
371
Q4 2024 holders
312
Holder diff
-59
| Investor | Q1 2026 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend